Grufity logo
Grufity logo

Latest SCHWERIN BOYLE CAPITAL MANAGEMENT INC Stock Portfolio

$787Million– No. of Holdings #47

SCHWERIN BOYLE CAPITAL MANAGEMENT INC Performance:
2026 Q1: -4.78%YTD: -4.78%2025: 11.13%
Performance for 2026 Q1 is -4.78%, and YTD is -4.78%, and 2025 is 11.13%.

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 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, SCHWERIN BOYLE CAPITAL MANAGEMENT INC reported an equity portfolio of $788 Millions as of 31 Mar, 2026.

The top stock holdings of SCHWERIN BOYLE CAPITAL MANAGEMENT INC are , WFC, META. The fund has invested 13.1% of it's portfolio in BERKSHIRE HATH B and 6.6% of portfolio in WELLS FARGO.

The fund managers got completely rid off INTL BUS MACHINES (IBM) stocks. They significantly reduced their stock positions in MCKESSON CORP (MCK), ALPHABET, INC (GOOG) and LIBERTY LIVE A. SCHWERIN BOYLE CAPITAL MANAGEMENT INC opened new stock positions in CHARTER COMM. (CHTR) and AMAZON.COM (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT (MSFT).
SCHWERIN BOYLE CAPITAL MANAGEMENT INC Equity Portfolio Value
Last Reported on: 14 May, 2026

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 -4.78% in the last quarter. In trailing 12 months, it's portfolio return was 5.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
charter comm.15,995,600
amazon.com8,986,850
New stocks bought by SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Additions

Ticker% Inc.
microsoft0.05
Additions to existing portfolio by SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Reductions

Ticker% Reduced
mckesson corp-32.06
alphabet, inc-31.34
liberty live a-20.42
cencora inc-13.55
intercont'l exch-12.98
sensata tech-12.67
wells fargo-12.41
coca cola-11.61
SCHWERIN BOYLE CAPITAL MANAGEMENT INC reduced stake in above stock

Sold off

Ticker$ Sold
intl bus machines-222,157
SCHWERIN BOYLE CAPITAL MANAGEMENT INC got rid off the above stocks

Sector Distribution

SCHWERIN BOYLE CAPITAL MANAGEMENT INC has about 23% of it's holdings in Financial Services sector.

  • Financial Services
  • Others
  • Communication Services
  • Industrials
  • Energy
  • Technology
  • Healthcare
  • Consumer Defensive
  • Consumer Cyclical
Sector%
Financial Services23
Others22.1
Communication Services15.6
Industrials10.8
Energy10.2
Technology8.7
Healthcare3.7
Consumer Defensive3
Consumer Cyclical2.9

Market Cap. Distribution

SCHWERIN BOYLE CAPITAL MANAGEMENT INC has about 70.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP41.2
LARGE-CAP29.2
UNALLOCATED21.1
MID-CAP7.8

Stocks belong to which Index?

About 69.5% of the stocks held by SCHWERIN BOYLE CAPITAL MANAGEMENT INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50064.2
Others30.5
RUSSELL 20005.3
Top 5 Winners (%)%
OXY
occidental petroleum
55.1 %
PSX
phillips 66
40.5 %
XOM
exxon mobil
39.6 %
SLB
slb
32.8 %
VZ
verizon comm
22.5 %
Top 5 Winners ($)$
XOM
exxon mobil
10.3 M
OXY
occidental petroleum
6.2 M
PSX
phillips 66
4.9 M
VZ
verizon comm
3.7 M
SLB
slb
3.5 M
Top 5 Losers (%)%
IT
gartner inc
-35.6 %
XMTR
xometry inc-a
-29.7 %
CTSH
cognizant tech
-24.9 %
ACN
accenture plc
-24.8 %
MSFT
microsoft
-23.4 %
Top 5 Losers ($)$
AXP
amer express
-10.2 M
WFC
wells fargo
-9.4 M
META
meta platforms
-7.3 M
ACN
accenture plc
-6.8 M
AYI
acuity inc.
-6.1 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 47 stocks in it's portfolio. About 53.7% of the portfolio is in top 10 stocks. AXP proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for SCHWERIN BOYLE CAPITAL MANAGEMENT INC last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions