Latest SCHWERIN BOYLE CAPITAL MANAGEMENT INC Stock Portfolio
SCHWERIN BOYLE CAPITAL MANAGEMENT INC Performance:
2025 Q3: 3.01%YTD: 8.22%2024: 17.48%
Performance for 2025 Q3 is 3.01%, and YTD is 8.22%, 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 24-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.2 Billions. In it's latest 13F Holdings report, SCHWERIN BOYLE CAPITAL MANAGEMENT INC reported an equity portfolio of $914.9 Millions as of 30 Sep, 2025.
The top stock holdings of SCHWERIN BOYLE CAPITAL MANAGEMENT INC are , META, WFC. The fund has invested 13.4% of it's portfolio in BERKSHIRE HATH B and 7.2% of portfolio in META PLATFORMS.
The fund managers got completely rid off SHYFT GROUP (SHYF), ALTRIA GROUP INC (MO) and ANSYS INC (ANSS) stocks. They significantly reduced their stock positions in ANHEUSER BUSCH, LIBERTY MED FORM 1 (BATRA) and LOEWS CORP (L). SCHWERIN BOYLE CAPITAL MANAGEMENT INC opened new stock positions in AEBI-SCHMIDT. The fund showed a lot of confidence in some stocks as they added substantially to OCCIDENTAL PETROLEUM (OXY) and PAYPAL HOLDINGS (PYPL).
The top stock holdings of SCHWERIN BOYLE CAPITAL MANAGEMENT INC are , META, WFC. The fund has invested 13.4% of it's portfolio in BERKSHIRE HATH B and 7.2% of portfolio in META PLATFORMS.
The fund managers got completely rid off SHYFT GROUP (SHYF), ALTRIA GROUP INC (MO) and ANSYS INC (ANSS) stocks. They significantly reduced their stock positions in ANHEUSER BUSCH, LIBERTY MED FORM 1 (BATRA) and LOEWS CORP (L). SCHWERIN BOYLE CAPITAL MANAGEMENT INC opened new stock positions in AEBI-SCHMIDT. The fund showed a lot of confidence in some stocks as they added substantially to OCCIDENTAL PETROLEUM (OXY) and PAYPAL HOLDINGS (PYPL).
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 3.01% in the last quarter. In trailing 12 months, it's portfolio return was 9.07%.
New Buys
| Ticker | $ Bought |
|---|---|
| aebi-schmidt | 9,652,520 |
| fiserv inc | 6,923,540 |
New stocks bought by SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Additions
| Ticker | % Inc. |
|---|---|
| occidental petroleum | 105 |
| paypal holdings | 16.15 |
Additions to existing portfolio by SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Reductions
| Ticker | % Reduced |
|---|---|
| anheuser busch | -8.46 |
| liberty med form 1 | -6.6 |
| liberty live c | -6.18 |
| loews corp | -5.82 |
| microsoft | -3.5 |
| coca cola | -3.46 |
| jp morgan chase | -3.43 |
| carmax inc | -3.18 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| shyft group | -9,331,890 |
| altria group inc | -6,960,260 |
| sirius xm hldgs | -2,344,180 |
| ansys inc | -3,184,160 |
| liberty broadband | -206,598 |
| apple inc | -206,606 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC got rid off the above stocks
Sector Distribution
SCHWERIN BOYLE CAPITAL MANAGEMENT INC has about 24% of it's holdings in Financial Services sector.
| Sector | % |
|---|---|
| Financial Services | 24 |
| Others | 22.9 |
| Communication Services | 15.1 |
| Industrials | 10.5 |
| Technology | 9.8 |
| Energy | 7.5 |
| Consumer Cyclical | 4 |
| Healthcare | 3.6 |
| Consumer Defensive | 2.6 |
Market Cap. Distribution
SCHWERIN BOYLE CAPITAL MANAGEMENT INC has about 64.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 35.2 |
| MEGA-CAP | 28.9 |
| UNALLOCATED | 21.9 |
| MID-CAP | 12.9 |
Stocks belong to which Index?
About 69.8% of the stocks held by SCHWERIN BOYLE CAPITAL MANAGEMENT INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 64 |
| Others | 30.2 |
| RUSSELL 2000 | 5.8 |
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 47 stocks in it's portfolio. About 55.5% of the portfolio is in top 10 stocks. IT 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: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABC | cencora inc | 1.01 | 29,725 | 9,289,950 | unchanged | 0.00 | ||
| ACN | accenture plc | 2.76 | 102,209 | 25,204,700 | reduced | -0.58 | ||
| AGCO | agco corp | 1.90 | 162,562 | 17,405,500 | reduced | -2.06 | ||
| AGZD | wisdomtree jpn s | 0.61 | 58,470 | 5,544,840 | unchanged | 0.00 | ||
| ALLE | allegion plc | 1.33 | 68,738 | 12,190,700 | reduced | -1.39 | ||
| ANSS | ansys inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AXP | amer express | 5.86 | 161,269 | 53,567,100 | reduced | -0.35 | ||
| AYI | acuity inc. | 3.04 | 80,680 | 27,785,400 | reduced | -1.74 | ||
| BATRA | liberty med form 1 | 0.86 | 74,975 | 7,831,140 | reduced | -6.6 | ||
| BATRA | liberty live a | 0.36 | 34,883 | 3,289,470 | unchanged | 0.00 | ||
| BATRA | liberty live c | 0.04 | 3,430 | 332,607 | reduced | -6.18 | ||
| CMCSA | comcast corp-a | 0.85 | 247,000 | 7,760,740 | unchanged | 0.00 | ||
| CTSH | cognizant tech | 1.08 | 147,705 | 9,906,570 | unchanged | 0.00 | ||
| DG | dollar general | 0.96 | 85,201 | 8,805,520 | unchanged | 0.00 | ||
| DNOW | now inc | 0.02 | 12,798 | 195,169 | reduced | -2.29 | ||
| EVTC | evertec, inc | 0.80 | 217,550 | 7,348,840 | unchanged | 0.00 | ||
| FNDA | schwab intl equity etf | 1.80 | 706,500 | 16,447,300 | unchanged | 0.00 | ||
| GNTX | gentex corp | 2.15 | 695,718 | 19,688,800 | unchanged | 0.00 | ||
| GOOG | alphabet, inc | 6.04 | 226,973 | 55,279,300 | reduced | -2.21 | ||