SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Q1 2026 13F-HR Holdings

Location
Springfield, MA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$787,984
Net value change ($000)
-124,716 (-13.7%)
New positions
2
Sold out positions
1
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CHTR 15,996 NEW
AMZN 8,987 NEW
XOM 8,185 31.5%
OXY 4,747 42.1%
PSX 4,488 36.8%
SLB 2,689 25.4%
VZ 2,459 15.1%
PFE 710 4.9%
AGCO 505 3.0%
BUD 200 7.1%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -25,945 -37.2%
BRK-B -17,994 -14.8%
WFC -17,396 -25.2%
AXP -15,567 -26.4%
META -13,652 -23.3%
ACN -9,185 -33.6%
AYI -8,020 -27.9%
MA -7,089 -22.3%
IT -6,887 -42.7%
JPM -5,687 -14.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type