Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SCHWERIN BOYLE CAPITAL MANAGEMENT INC (CIK 937522) reported $788.0M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($103.2M, 13.10%), WFC ($51.7M, 6.56%), META ($44.8M, 5.69%), GOOG ($43.7M, 5.55%), AXP ($43.4M, 5.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATH B | $103.2M | 13.10% | 215,409 | Trimmed |
| 2 | WFC | WELLS FARGO | $51.7M | 6.56% | 649,281 | Trimmed |
| 3 | META | META PLATFORMS | $44.8M | 5.69% | 78,379 | Trimmed |
| 4 | GOOG | ALPHABET, INC | $43.7M | 5.55% | 152,450 | Trimmed |
| 5 | AXP | AMER EXPRESS | $43.4M | 5.50% | 143,404 | Trimmed |
| 6 | XOM | EXXON MOBIL | $34.1M | 4.33% | 201,162 | Trimmed |
| 7 | JPM | JP MORGAN CHASE | $32.8M | 4.17% | 111,613 | Trimmed |
| 8 | MA | MASTERCARD INC | $24.7M | 3.14% | 49,510 | Trimmed |
| 9 | SPXC | SPX TECH. INC. | $24.0M | 3.04% | 119,950 | Trimmed |
| 10 | ST | SENSATA TECH | $20.7M | 2.63% | 587,625 | Trimmed |
| 11 | AYI | ACUITY INC. | $20.8M | 2.63% | 74,063 | Trimmed |
| 12 | VZ | VERIZON COMM | $18.7M | 2.37% | 372,614 | Trimmed |
| 13 | ACN | ACCENTURE PLC | $18.1M | 2.30% | 91,399 | Trimmed |
| 14 | AGCO | AGCO CORP | $17.4M | 2.21% | 150,336 | Trimmed |
| 15 | L | LOEWS CORP | $16.9M | 2.15% | 158,576 | Trimmed |
| 16 | PSX | PHILLIPS 66 | $16.7M | 2.12% | 91,563 | Trimmed |
| 17 | CHTR | CHARTER COMM. | $16.0M | 2.03% | 74,095 | New |
| 18 | OXY | OCCIDENTAL PETROLEUM | $16.0M | 2.03% | 246,610 | Trimmed |
| 19 | SCHF | SCHWAB INTL EQUITY ETF | $15.7M | 1.99% | 632,381 | Trimmed |
| 20 | PFE | PFIZER INC | $15.3M | 1.94% | 543,843 | Trimmed |
| 21 | KO | COCA COLA | $14.8M | 1.88% | 194,670 | Trimmed |
| 22 | VWO | VANGUARD FTSE EMERGING MARKET | $14.3M | 1.82% | 264,964 | Trimmed |
| 23 | MCK | MCKESSON CORP | $13.8M | 1.76% | 16,000 | Trimmed |
| 24 | GNTX | GENTEX CORP | $13.6M | 1.72% | 621,286 | Trimmed |
| 25 | SLB | SLB | $13.3M | 1.68% | 257,970 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31