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

Currently, SCHWERIN BOYLE CAPITAL MANAGEMENT INC holds 47 types of securities in its portfolio with a total value $788.0M. In the most recent quarter, they have increased their positions in CHTR (+74.1K shares, valued at $16.0M), AMZN (+43.1K shares, valued at $9.0M), MSFT (+10 shares, valued at $3.7K); decreased their positions in N/A (-69.6K shares, valued at $20.0M), N/A (-25.7K shares, valued at $12.3M), WFC (-92.0K shares, valued at $7.3M); initiated new positions in CHTR (+74.1K shares, valued at $16.0M), AMZN (+43.1K shares, valued at $9.0M).

1M P&L

+891.8K+0.14%

3M P&L

-28.4M-4.14%

HY P&L

+20.4M+3.19%

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

1Banks - Diversified107.6M

15.9%

2Credit Services96.6M

14.3%

3Internet Content & Information58.5M

8.7%

Top Industries by Stock Count

1N/A5 stocks

12.8%

2Credit Services3 stocks

7.7%

3Information Technology Services3 stocks

7.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATH B BERKSHIRE HATH B215.4K shares-10.68%2026-03-312026-05-14

WFC WELLS FARGO649.3K shares-12.41%2026-03-312026-05-14

META META PLATFORMS78.4K shares-11.55%2026-03-312026-05-14

ALPHABET, INC ALPHABET, INC152.4K shares-31.34%2026-03-312026-05-14

AXP AMER EXPRESS143.4K shares-10.00%2026-03-312026-05-14

XOM EXXON MOBIL201.2K shares-6.69%2026-03-312026-05-14

JPM JP MORGAN CHASE111.6K shares-6.63%2026-03-312026-05-14

MA MASTERCARD INC49.5K shares-11.19%2026-03-312026-05-14

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SPXC SPX TECH. INC.120.0K shares-9.44%2026-03-312026-05-14

AYI ACUITY INC.74.1K shares-7.33%2026-03-312026-05-14

ST SENSATA TECH587.6K shares-12.67%2026-03-312026-05-14

VZ VERIZON COMM372.6K shares-6.58%2026-03-312026-05-14

ACCENTURE PLC ACCENTURE PLC91.4K shares-10.20%2026-03-312026-05-14

AGCO AGCO CORP150.3K shares-7.28%2026-03-312026-05-14

L LOEWS CORP158.6K shares-10.64%2026-03-312026-05-14

PSX PHILLIPS 6691.6K shares-3.10%2026-03-312026-05-14

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OXY OCCIDENTAL PETROLEUM246.6K shares-10.12%2026-03-312026-05-14

CHTR CHARTER COMM.74.1K sharesnew addition2026-03-312026-05-14

SCHF SCHWAB INTL EQUITY ETF632.4K shares-10.49%2026-03-312026-05-14

PFE PFIZER INC543.8K shares-7.00%2026-03-312026-05-14

KO COCA COLA194.7K shares-11.61%2026-03-312026-05-14

VWO VANGUARD FTSE EMERGING MARKET265.0K shares-10.49%2026-03-312026-05-14

MCK MCKESSON CORP16.0K shares-32.06%2026-03-312026-05-14

GNTX GENTEX CORP621.3K shares-10.70%2026-03-312026-05-14

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SLB SLB258.0K shares-6.31%2026-03-312026-05-14

ALLE ALLEGION PLC64.1K shares-6.17%2026-03-312026-05-14

IT GARTNER INC58.5K shares-8.63%2026-03-312026-05-14

DG DOLLAR GENERAL76.0K shares-10.85%2026-03-312026-05-14

AMZN AMAZON.COM43.1K sharesnew addition2026-03-312026-05-14

CTSH COGNIZANT TECH134.0K shares-9.30%2026-03-312026-05-14

FI FISERV INC141.7K shares-10.76%2026-03-312026-05-14

CENCORA INC CENCORA INC23.5K shares-13.55%2026-03-312026-05-14

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ICE INTERCONT'L EXCH46.1K shares-12.98%2026-03-312026-05-14

LUV SOUTHWEST AIR183.9K shares-10.54%2026-03-312026-05-14

MSFT MICROSOFT18.4K shares0.05%2026-03-312026-05-14

AEBI AEBI-SCHMIDT692.0K shares-10.61%2026-03-312026-05-14

LIBERTY MED FORM 1 LIBERTY MED FORM 174.3K shares-0.93%2026-03-312026-05-14

XMTR XOMETRY INC-A151.1K shares-10.49%2026-03-312026-05-14

EVTC EVERTEC, INC194.7K shares-10.49%2026-03-312026-05-14

DFJ WISDOMTREE JPN S52.3K shares-10.49%2026-03-312026-05-14

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PYPL PAYPAL HOLDINGS95.3K shares-5.11%2026-03-312026-05-14

BUD ANHEUSER BUSCH43.3K shares-1.09%2026-03-312026-05-14

LIBERTY LIVE A LIBERTY LIVE A25.9K shares-20.42%2026-03-312026-05-14

BRK.A BERKSHIRE HATH A2 shares0.00%2026-03-312026-05-14

WAB WABTEC CORP2.7K shares-10.63%2026-03-312026-05-14

LIBERTY LIVE C LIBERTY LIVE C3.4K shares-0.85%2026-03-312026-05-14

DNOW NOW INC12.7K shares0.00%2026-03-312026-05-14

BERKSHIRE HATH B

-10.68%

Shares215.4K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO

-12.41%

Shares649.3K

Event2026-03-31

Filed2026-05-14