Holdings of SCHWERIN BOYLE CAPITAL MANAGEMENT INC
41 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 59.3 % of the equity sleeve
Sector breakdown
- Financials 38.7 %
- Communication 17.3 %
- Energy 9.4 %
- Health care 5.1 %
- Consumer discretionary 2.5 %
- Consumer staples 2.5 %
- Technology 2.1 %
- Industrials 1.1 %
- Unattributed 21.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 40 | 711.4M $ | 99.58 % |
| 2 | BE | 1 | 3M $ | 0.42 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Berkshire Hathaway Inc | 215,409 | 103.2M $ | |
| 2 | Wells Fargo & Co | 649,281 | 51.7M $ | |
| 3 | Meta Platforms Inc | 78,379 | 44.8M $ | |
| 4 | Alphabet Inc | 152,450 | 43.7M $ | |
| 5 | American Express Co | 143,404 | 43.4M $ | |
| 6 | Exxon Mobil Corp | 201,162 | 34.1M $ | |
| 7 | JPMorgan Chase & Co | 111,613 | 32.8M $ | |
| 8 | Mastercard Inc | 49,510 | 24.7M $ | |
| 9 | SPX Technologies Inc | 119,950 | 24M $ | |
| 10 | Acuity Inc | 74,063 | 20.8M $ | |
| 11 | Verizon Communications Inc | 372,614 | 18.7M $ | |
| 12 | AGCO Corp | 150,336 | 17.4M $ | |
| 13 | Loews Corp | 158,576 | 16.9M $ | |
| 14 | Phillips 66 | 91,563 | 16.7M $ | |
| 15 | Occidental Petroleum Corp | 246,610 | 16M $ | |
| 16 | Charter Communications, Inc. | 74,095 | 16M $ | |
| 17 | Schwab International Equity ETF | 632,381 | 15.7M $ | |
| 18 | Pfizer Inc | 543,843 | 15.3M $ | |
| 19 | Coca-Cola Co/The | 194,670 | 14.8M $ | |
| 20 | Vanguard International Equity Index Funds | 264,964 | 14.3M $ | |
| 21 | McKesson Corp | 16,000 | 13.8M $ | |
| 22 | Gentex Corp | 621,286 | 13.6M $ | |
| 23 | Gartner Inc | 58,476 | 9.3M $ | |
| 24 | Dollar General Corp | 75,958 | 9M $ | |
| 25 | Amazon.com Inc | 43,150 | 9M $ | |
| 26 | Cognizant Technology Solutions Corp. | 133,964 | 8.2M $ | |
| 27 | Fiserv Inc | 141,718 | 7.9M $ | |
| 28 | Cencora Inc | 23,537 | 7.4M $ | |
| 29 | Intercontinental Exchange Inc | 46,100 | 7.3M $ | |
| 30 | Southwest Airlines Co | 183,927 | 6.9M $ | |
| 31 | Microsoft Corp | 18,410 | 6.8M $ | |
| 32 | Liberty Media Corp-Liberty Formula One | 74,275 | 6.3M $ | |
| 33 | Xometry Inc | 151,127 | 6.2M $ | |
| 34 | WISDOMTREE TR | 52,336 | 5.3M $ | |
| 35 | PayPal Holdings Inc | 95,263 | 4.3M $ | |
| 36 | Anheuser-Busch InBev SA/NV | 43,252 | 3M $ | |
| 37 | Liberty Live Holdings Inc | 25,918 | 2.4M $ | |
| 38 | Berkshire Hathaway Inc | 2 | 1.4M $ | |
| 39 | Westinghouse Air Brake Technologies Corp | 2,674 | 668.3K $ | |
| 40 | Liberty Live Holdings Inc | 3,401 | 320.1K $ | |
| 41 | DNOW Inc | 12,684 | 151.1K $ | |