Latest SCHWERIN BOYLE CAPITAL MANAGEMENT INC Stock Portfolio

SCHWERIN BOYLE CAPITAL MANAGEMENT INC Performance:

2025 Q4: 2.69%YTD: 11.13%2024: 17.48%

Performance for 2025 Q4 is 2.69%, and YTD is 11.13%, and 2024 is 17.48%.

About SCHWERIN BOYLE CAPITAL MANAGEMENT INC and 13F Hedge Fund Stock Holdings

SCHWERIN BOYLE CAPITAL MANAGEMENT INC is a hedge fund based in Springfield, MA. On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, SCHWERIN BOYLE CAPITAL MANAGEMENT INC reported an equity portfolio of $912.7 Millions as of 31 Dec, 2025.

The top stock holdings of SCHWERIN BOYLE CAPITAL MANAGEMENT INC are , GOOG, WFC. The fund has invested 13.3% of it's portfolio in BERKSHIRE HATH B and 7.6% of portfolio in ALPHABET, INC.

The fund managers got completely rid off CARMAX INC (KMX), COMCAST CORP-A (CMCSA) and LIBERTY LIVE A (BATRA) stocks. They significantly reduced their stock positions in OCCIDENTAL PETROLEUM (OXY), CENCORA INC (ABC) and ANHEUSER BUSCH (BUD). SCHWERIN BOYLE CAPITAL MANAGEMENT INC opened new stock positions in LIBERTY LIVE A and INTL BUS MACHINES (IBM). The fund showed a lot of confidence in some stocks as they added substantially to FISERV INC and SOUTHWEST AIR (LUV).

SCHWERIN BOYLE CAPITAL MANAGEMENT INC Annual Return Estimates Vs S&P 500

Our best estimate is that SCHWERIN BOYLE CAPITAL MANAGEMENT INC made a return of 2.69% in the last quarter. In trailing 12 months, it's portfolio return was 11.13%.

Performance
S&P 500

New Buys

Ticker	$ Bought
liberty live a	2,654,210
liberty live c	285,239
intl bus machines	222,157

New stocks bought by SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Additions

Ticker	% Inc.
fiserv inc	195
southwest air	75.73

Additions to existing portfolio by SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Reductions

Ticker	% Reduced
occidental petroleum	-38.61
cencora inc	-8.41
anheuser busch	-4.68
alphabet, inc	-2.17
spx tech. inc.	-1.4
amer express	-1.2
microsoft	-1.15
pfizer inc	-1.11

SCHWERIN BOYLE CAPITAL MANAGEMENT INC reduced stake in above stock

Sold off

Ticker	$ Sold
carmax inc	-16,698,600
comcast corp-a	-7,760,740
liberty live a	-3,289,470
liberty live c	-332,607

SCHWERIN BOYLE CAPITAL MANAGEMENT INC got rid off the above stocks

Sector Distribution

SCHWERIN BOYLE CAPITAL MANAGEMENT INC has about 25.4% of it's holdings in Financial Services sector.

Sector	%
Financial Services	25.4
Others	22.4
Communication Services	15.8
Industrials	11.2
Technology	10.3
Energy	6.6
Healthcare	3.7
Consumer Defensive	2.9
Consumer Cyclical	1.8

Market Cap. Distribution

SCHWERIN BOYLE CAPITAL MANAGEMENT INC has about 69.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	43.1
LARGE-CAP	26.4
UNALLOCATED	21.3
MID-CAP	8.5

Stocks belong to which Index?

About 69.2% of the stocks held by SCHWERIN BOYLE CAPITAL MANAGEMENT INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	63.7
Others	30.8
RUSSELL 2000	5.5

Top 5 Winners (%)		%
GOOG	alphabet, inc	28.5 %
DG	dollar general	28.5 %
CTSH	cognizant tech	23.8 %
LUV	southwest air	21.8 %
SLB	slb	11.6 %

Top 5 Winners ($)		$
GOOG	alphabet, inc	15.8 M
WFC	wells fargo	7.0 M
AXP	amer express	6.1 M
DG	dollar general	2.5 M
CTSH	cognizant tech	2.4 M

Top 5 Losers (%)		%
	fiserv inc	-38.1 %
GNTX	gentex corp	-17.8 %
EVTC	evertec, inc	-13.9 %
DNOW	now inc	-13.1 %
PYPL	paypal holdings	-12.9 %

Top 5 Losers ($)		$
META	meta platforms	-6.6 M
	fiserv inc	-6.6 M
GNTX	gentex corp	-3.5 M
OXY	occidental petroleum	-2.2 M
VZ	verizon comm	-1.3 M

SCHWERIN BOYLE CAPITAL MANAGEMENT INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SCHWERIN BOYLE CAPITAL MANAGEMENT INC

SCHWERIN BOYLE CAPITAL MANAGEMENT INC has 46 stocks in it's portfolio. About 58.1% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for SCHWERIN BOYLE CAPITAL MANAGEMENT INC last quarter.

Last Reported on: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
ABC	cencora inc	1.01	27,225	9,195,240	reduced	-8.41

ACN	accenture plc	2.99	101,784	27,308,600	reduced	-0.42

AGCO	agco corp	1.85	162,139	16,914,300	reduced	-0.26

AGZD	wisdomtree jpn s	0.62	58,470	5,633,000	unchanged	0.00

ALLE	allegion plc	1.19	68,340	10,881,100	reduced	-0.58

AXP	amer express	6.46	159,329	58,943,800	reduced	-1.2

AYI	acuity inc.	3.15	79,918	28,773,700	reduced	-0.94

BATRA	liberty med form 1	0.81	74,975	7,385,790	unchanged	0.00

BATRA	liberty live a	0.00	0.00	0.00	sold off	-100

BATRA	liberty live c	0.00	0.00	0.00	sold off	-100

BUD	anheuser busch	0.31	43,727	2,800,280	reduced	-4.68

CMCSA	comcast corp-a	0.00	0.00	0.00	sold off	-100

CTSH	cognizant tech	1.34	147,705	12,259,500	unchanged	0.00

DG	dollar general	1.24	85,201	11,312,100	unchanged	0.00

DNOW	now inc	0.02	12,684	168,063	reduced	-0.89

EVTC	evertec, inc	0.69	217,550	6,328,530	unchanged	0.00

FNDA	schwab intl equity etf	1.86	706,500	16,984,300	unchanged	0.00

GNTX	gentex corp	1.77	695,718	16,189,400	unchanged	0.00

GOOG	alphabet, inc	7.63	222,044	69,677,400	reduced	-2.17

IBM	intl bus machines	0.02	750	222,157	new