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Filers›Family Office›SCHWERIN BOYLE CAPITAL MANAGEMENT INC
DOSSIER · 13F-HR · Q1 2026

SCHWERIN BOYLE CAPITAL MANAGEMENT INC

SCHWERIN BOYLE's family office based in Greenwich, CT — $788M in tracked AUM across 47 positions as of Q1 2026.

SB
SCHWERIN BOYLE·Greenwich, CT·Family Office
CIK 0000937522 · last filed Mar 31, 2026
Total AUM
$788M
▲ 11.3%
vs prior
Holdings
47
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SCHWERIN BOYLE CAPITAL MANAGEMENT INC (SEC 13F)
Portfolio Overview

Schwerin Boyle Capital Management Inc. manages a concentrated portfolio valued at approximately $395.02 million as of the reporting period ended September 30, 2025. The firm employs a high-conviction strategy characterized by low turnover and a relatively narrow focus, holding just 20 securities. Despite a significant amount of portfolio activity during the quarter—with 15 positions either...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATH B
$103M215K13.1%
02
WFC
WELLS FARGO
$52M649K6.6%
03
META
META PLATFORMS
$45M78K5.7%
04
GOOG
ALPHABET, INC
$44M152K5.5%
05
AXP
AMER EXPRESS
$43M143K5.5%
06
XOM
EXXON MOBIL
$34M201K4.3%
07
JPM
JP MORGAN CHASE
$33M112K4.2%
08
MA
MASTERCARD INC
$25M50K3.1%
09
SPXC
SPX TECH. INC.
$24M120K3.0%
10
AYI
ACUITY INC.
$21M74K2.6%

Filing history

Filing history loading…
AI Agent · grounded in SCHWERIN
haiku-4-5 · 47 positions indexed
Sector mix
  • Tech13%
  • Financials5%
  • Cons. Disc.13%
  • Communications9%
  • Industrials20%
  • Other40%
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