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The Analysis of SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Holdings & P&L

Currently, SCHWERIN BOYLE CAPITAL MANAGEMENT INC holds 49 types of securities in its portfolio with a total value $816.0M. In the most recent quarter, they have increased their positions in N/A (+197.6K shares, valued at $27.0M), N/A (+142.4K shares, valued at $11.9M), SSD (+16.4K shares, valued at $3.4M); decreased their positions in WFC (-34.0K shares, valued at $2.8M), GOOG (-4.7K shares, valued at $1.7M), ST (-28.6K shares, valued at $1.4M); initiated new positions in N/A (+197.6K shares, valued at $27.0M), N/A (+142.4K shares, valued at $11.9M), SSD (+16.4K shares, valued at $3.4M).

1M P&L

+1.3M+0.21%

3M P&L

+31.4M+5.34%

HY P&L

+39.3M+6.79%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Insurance - Diversified106.6M

17.9%

2Internet Content & Information52.2M

8.8%

3Credit Services51.2M

8.6%

Top Industries by Stock Count

1N/A5 stocks

13.2%

2Credit Services2 stocks

5.3%

3Medical Distribution2 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.B BERKSHIRE HATH B213.1K shares-1.09%2026-06-302026-08-07

GOOG ALPHABET, INC147.7K shares-3.09%2026-06-302026-08-07

WFC WELLS FARGO615.3K shares-5.24%2026-06-302026-08-07

AXP AMER EXPRESS139.5K shares-2.70%2026-06-302026-08-07

META PLATFORMS META PLATFORMS77.2K shares-1.49%2026-06-302026-08-07

JP MORGAN CHASE JP MORGAN CHASE109.9K shares-1.52%2026-06-302026-08-07

SPXC SPX TECH. INC.118.0K shares-1.66%2026-06-302026-08-07

ACUITY INC. ACUITY INC.72.7K shares-1.86%2026-06-302026-08-07

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EXXON MOBIL EXXON MOBIL197.6K sharesnew addition2026-06-302026-08-07

ST SENSATA TECH559.0K shares-4.88%2026-06-302026-08-07

MASTERCARD INC MASTERCARD INC48.8K shares-1.41%2026-06-302026-08-07

SCHF SCHWAB INTL EQUITY ETF632.4K shares0.00%2026-06-302026-08-07

L LOEWS CORP154.3K shares-2.73%2026-06-302026-08-07

AGCO AGCO CORP145.4K shares-3.26%2026-06-302026-08-07

VWO VANGUARD FTSE EMERGING MARKET265.0K shares0.00%2026-06-302026-08-07

GNTX GENTEX CORP621.3K shares0.00%2026-06-302026-08-07

Sponsored

VZ VERIZON COMM369.1K shares-0.95%2026-06-302026-08-07

PSX PHILLIPS 6689.8K shares-1.94%2026-06-302026-08-07

KO COCA COLA184.9K shares-5.01%2026-06-302026-08-07

XOMETRY INC-A XOMETRY INC-A151.1K shares0.00%2026-06-302026-08-07

PFE PFIZER INC529.7K shares-2.59%2026-06-302026-08-07

MCK MCKESSON CORP16.0K shares0.00%2026-06-302026-08-07

MERITAGE HOMES MERITAGE HOMES142.4K sharesnew addition2026-06-302026-08-07

OXY OCCIDENTAL PETRO245.7K shares-0.39%2026-06-302026-08-07

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SLB SLB255.1K shares-1.11%2026-06-302026-08-07

ACCENTURE PLC ACCENTURE PLC90.0K shares-1.50%2026-06-302026-08-07

CHTR CHARTER COMM.73.0K shares-1.48%2026-06-302026-08-07

AMZN AMAZON.COM43.1K shares0.00%2026-06-302026-08-07

LUV SOUTHWEST AIR183.9K shares0.00%2026-06-302026-08-07

ALLEGION PLC ALLEGION PLC63.3K shares-1.25%2026-06-302026-08-07

DG DOLLAR GENERAL76.0K shares0.00%2026-06-302026-08-07

AEBI-SCHMIDT AEBI-SCHMIDT692.0K shares0.00%2026-06-302026-08-07

Sponsored

IT GARTNER INC57.5K shares-1.59%2026-06-302026-08-07

FI FISERV INC141.7K shares0.00%2026-06-302026-08-07

LIBERTY MED FORM 1 LIBERTY MED FORM 170.5K shares-5.05%2026-06-302026-08-07

MSFT MICROSOFT18.0K shares-2.44%2026-06-302026-08-07

COR CENCORA INC23.1K shares-1.70%2026-06-302026-08-07

ICE INTERCONT'L EXCH45.0K shares-2.33%2026-06-302026-08-07

DFJ WISDOMTREE JPN S52.3K shares0.00%2026-06-302026-08-07

EVTC EVERTEC, INC194.7K shares0.00%2026-06-302026-08-07

Sponsored

CTSH COGNIZANT TECH133.4K shares-0.45%2026-06-302026-08-07

PYPL PAYPAL HOLDINGS92.6K shares-2.76%2026-06-302026-08-07

SSD SIMPSON MFG.16.4K sharesnew addition2026-06-302026-08-07

BUD ANHEUSER BUSCH40.4K shares-6.70%2026-06-302026-08-07

LLYVA LIBERTY LIVE A25.2K shares-2.70%2026-06-302026-08-07

BRK.A BERKSHIRE HATH A2 shares0.00%2026-06-302026-08-07

WAB WABTEC CORP2.6K shares-2.92%2026-06-302026-08-07

LLYVK LIBERTY LIVE C3.2K shares-4.68%2026-06-302026-08-07

Sponsored

DNOW NOW INC12.5K shares-1.67%2026-06-302026-08-07

BRK.B

BERKSHIRE HATH B

-1.09%

Shares213.1K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET, INC

-3.09%

Shares147.7K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO

-5.24%

Shares615.3K

Event2026-06-30

Filed2026-08-07

AXP

AMER EXPRESS

-2.70%

Shares139.5K

Event2026-06-30

Filed2026-08-07

META PLATFORMS

-1.49%

Shares77.2K

Event2026-06-30

Filed2026-08-07

JP MORGAN CHASE

-1.52%

Shares109.9K

Event2026-06-30

Filed2026-08-07

SPXC

SPX TECH. INC.

-1.66%

Shares118.0K

Event2026-06-30

Filed2026-08-07

ACUITY INC.

-1.86%

Shares72.7K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL

New

Shares197.6K

Event2026-06-30

Filed2026-08-07

SENSATA TECH

-4.88%

Shares559.0K

Event2026-06-30

Filed2026-08-07

MASTERCARD INC

-1.41%

Shares48.8K

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB INTL EQUITY ETF

0.00%

Shares632.4K

Event2026-06-30

Filed2026-08-07

LOEWS CORP

-2.73%

Shares154.3K

Event2026-06-30

Filed2026-08-07

AGCO

AGCO CORP

-3.26%

Shares145.4K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD FTSE EMERGING MARKET

0.00%

Shares265.0K

Event2026-06-30

Filed2026-08-07

GNTX

GENTEX CORP

0.00%

Shares621.3K

Event2026-06-30

Filed2026-08-07

VERIZON COMM

-0.95%

Shares369.1K

Event2026-06-30

Filed2026-08-07

PSX

PHILLIPS 66

-1.94%

Shares89.8K

Event2026-06-30

Filed2026-08-07

COCA COLA

-5.01%

Shares184.9K

Event2026-06-30

Filed2026-08-07

XOMETRY INC-A

0.00%

Shares151.1K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

-2.59%

Shares529.7K

Event2026-06-30

Filed2026-08-07

MCK

MCKESSON CORP

0.00%

Shares16.0K

Event2026-06-30

Filed2026-08-07

MERITAGE HOMES

New

Shares142.4K

Event2026-06-30

Filed2026-08-07

OXY

OCCIDENTAL PETRO

-0.39%

Shares245.7K

Event2026-06-30

Filed2026-08-07

SLB

-1.11%

Shares255.1K

Event2026-06-30

Filed2026-08-07

ACCENTURE PLC

-1.50%

Shares90.0K

Event2026-06-30

Filed2026-08-07

CHTR

CHARTER COMM.

-1.48%

Shares73.0K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON.COM

0.00%

Shares43.1K

Event2026-06-30

Filed2026-08-07

LUV

SOUTHWEST AIR

0.00%

Shares183.9K

Event2026-06-30

Filed2026-08-07

ALLEGION PLC

-1.25%

Shares63.3K

Event2026-06-30

Filed2026-08-07

DOLLAR GENERAL

0.00%

Shares76.0K

Event2026-06-30

Filed2026-08-07

AEBI-SCHMIDT

0.00%

Shares692.0K

Event2026-06-30

Filed2026-08-07

GARTNER INC

-1.59%

Shares57.5K

Event2026-06-30

Filed2026-08-07

FISERV INC

0.00%

Shares141.7K

Event2026-06-30

Filed2026-08-07

LIBERTY MED FORM 1

-5.05%

Shares70.5K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT

-2.44%

Shares18.0K

Event2026-06-30

Filed2026-08-07

COR

CENCORA INC

-1.70%

Shares23.1K

Event2026-06-30

Filed2026-08-07

ICE

INTERCONT'L EXCH

-2.33%

Shares45.0K

Event2026-06-30

Filed2026-08-07

DFJ

WISDOMTREE JPN S

0.00%

Shares52.3K

Event2026-06-30

Filed2026-08-07

EVTC

EVERTEC, INC

0.00%

Shares194.7K

Event2026-06-30

Filed2026-08-07

CTSH

COGNIZANT TECH

-0.45%

Shares133.4K

Event2026-06-30

Filed2026-08-07

PYPL

PAYPAL HOLDINGS

-2.76%

Shares92.6K

Event2026-06-30

Filed2026-08-07

SSD

SIMPSON MFG.

New

Shares16.4K

Event2026-06-30

Filed2026-08-07

BUD

ANHEUSER BUSCH

-6.70%

Shares40.4K

Event2026-06-30

Filed2026-08-07

LLYVA

LIBERTY LIVE A

-2.70%

Shares25.2K

Event2026-06-30

Filed2026-08-07

BRK.A

BERKSHIRE HATH A

0.00%

Shares2

Event2026-06-30

Filed2026-08-07

WAB

WABTEC CORP

-2.92%

Shares2.6K

Event2026-06-30

Filed2026-08-07

LLYVK

LIBERTY LIVE C

-4.68%

Shares3.2K

Event2026-06-30

Filed2026-08-07

DNOW

NOW INC

-1.67%

Shares12.5K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available