SCHWERIN BOYLE CAPITAL MANAGEMENT INC

CIK: 0000937522Latest portfolio: $912.7M · Q4 2025

Holdings

46

Total Value

$912.7M

New Positions

3

Closed Positions

2

#StockSharesValue% PortfolioChangeType
1
BRK/BBERKSHIRE HATH B
241,158$121.2M13.28%-2,345
2
GOOGALPHABET, INC
222,044$69.7M7.63%-4,929
3
WFCWELLS FARGO
741,252$69.1M7.57%-5,440
4
AXPAMER EXPRESS
159,329$58.9M6.46%-1,940
5
METAMETA PLATFORMS
88,617$58.5M6.41%-764
6
JPMJP MORGAN CHASE
119,543$38.5M4.22%-807
7
MAMASTERCARD INC
55,750$31.8M3.49%-284
8
AYIACUITY INC.
79,918$28.8M3.15%-762
9
ACNACCENTURE PLC
101,784$27.3M2.99%-425
10
SPXCSPX TECH. INC.
132,450$26.5M2.90%-1,880
11
XOMEXXON MOBIL
215,592$25.9M2.84%-1,482
12
STSENSATA TECH
672,875$22.4M2.45%-5,600
13
MCKMCKESSON CORP
23,550$19.3M2.12%
14
LLOEWS CORP
177,451$18.7M2.05%-908
15
SCHFSCHWAB INTL EQUITY ETF
706,500$17.0M1.86%
16
AGCOAGCO CORP
162,139$16.9M1.85%-423
17
BACVERIZON COMM
398,864$16.2M1.78%-398
18
GNTXGENTEX CORP
695,718$16.2M1.77%
19
ITGARTNER INC
64,001$16.1M1.77%-526
20
VWOVANGUARD FTSE EMERGING MARKET
296,020$15.9M1.74%
21
KOCOCA COLA
220,250$15.4M1.69%
22
PFEPFIZER INC
584,768$14.6M1.60%-6,592
23
CTSHCOGNIZANT TECH
147,705$12.3M1.34%
24
PSXPHILLIPS 66
94,491$12.2M1.34%-355
25
DGDOLLAR GENERAL
85,201$11.3M1.24%

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
LUV206K+89K

Decreased Positions

NameSharesChange
OXY274K-172562
PFE585K-6592
ST673K-5600
WFC741K-5440
GOOG222K-4929
ABG27K-2500
BRK/B241K-2345
SLB275K-2232
BUD44K-2146
AXP159K-1940

Sector Breakdown

Financial Services0.0% ($6.908458943385194e+42T)
Industrials0.0% ($2.877326497169141e+26T)
Technology0.0% ($2.730822400161461e+26T)
Energy0.0% ($25944121931128.2T)
Communication Services0.0% ($696775849573.9T)
Consumer Defensive0.0% ($15397.1T)
Healthcare0.0% ($1.9T)
Unknown0.0% ($1.2T)
Consumer Cyclical0.0% ($161.9B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$912.7M46
Q3 2025Nov 13, 2025$914.9B47
Q2 2025Aug 14, 2025$897.0B0
Q1 2025May 14, 2025$970.1B53
Q4 2024Feb 13, 2025$974.9B53

Fund Information

CIK0000937522
Most Recent FilingFeb 12, 2026
Number of Filings5

SCHWERIN BOYLE CAPITAL MANAGEMENT INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $912.7M across 46 holdings. The largest position is BERKSHIRE HATH B (BRK/B), representing 13.3% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.