SCHWERIN BOYLE CAPITAL MANAGEMENT INC
CIK: 0000937522SEC EDGAR →
Portfolio Value
$913K
Holdings
46
As of
Q4 2025
New Positions
45
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET, INC | 222,044 | $69.7M | 7634.16% |
| 2 | WELLS FARGO | 741,252 | $69.1M | 7569.19% |
| 3 | AMER EXPRESS | 159,329 | $58.9M | 6458.09% |
| 4 | JP MORGAN CHASE | 119,543 | $38.5M | 4220.34% |
| 5 | ACUITY INC. | 79,918 | $28.8M | 3152.51% |
| 6 | ACCENTURE PLC | 101,784 | $27.3M | 2992.00% |
| 7 | SPX TECH. INC. | 132,450 | $26.5M | 2903.14% |
| 8 | EXXON MOBIL | 215,592 | $25.9M | 2842.56% |
| 9 | SENSATA TECH | 672,875 | $22.4M | 2454.26% |
| 10 | LOEWS CORP | 177,451 | $18.7M | 2047.44% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 11 | $254.5M | 37.4% |
| Industrials | 8 | $112.0M | 16.5% |
| Technology | 8 | $104.2M | 15.3% |
| Communication Services | 5 | $80.1M | 11.8% |
| Energy | 5 | $60.2M | 8.8% |
| Consumer Defensive | 3 | $29.5M | 4.3% |
| Consumer Cyclical | 2 | $25.4M | 3.7% |
| Healthcare | 2 | $14.6M | 2.1% |
| Unknown | 2 | $123K | 0.0% |