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.
Filing history
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