SCHWERIN BOYLE CAPITAL MANAGEMENT INC
SEC Form 13F institutional filer · CIK 0000937522
13F-HR · 33 reported holdings · 2026-03-31
Reported long-US-equity value
$0.66B
Top-10 concentration
63.1%
SCHWERIN BOYLE CAPITAL MANAGEMENT INC — $659M AUM allocation strategy
SCHWERIN BOYLE CAPITAL MANAGEMENT INC files SEC Form 13F and reports $659M of long US equity value across 33 reported holdings for 2026-03-31.
Its largest sector bet is Financials 46.4%, followed by Communication Services 18.7% and Energy 12.1%.
The top 10 holdings account for 63% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SCHWERIN BOYLE CAPITAL MANAGEMENT INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$659M
total across 33 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
63% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$WFC −92K sh · −$17.4M−$SCHW −74.1K sh · −$1.33M−$GOOGL −69.6K sh · −$25.9M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Multi-Sector Holdings15.7%—
- Interactive Media & Services13.4%—
- Diversified Banks12.8%—
- Consumer Finance6.6%—
- Integrated Oil & Gas5.2%—
- Transaction & Payment Processing Services3.7%—
- Integrated Telecommunication Services2.9%—
- IT Consulting & Other Services2.8%—
- Other holdings36.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 215K | $103M | -25.7K | 15.7% |
| $WFC | Wells Fargo & Company | 649K | $51.7M | -92K | 7.8% |
| $META | Meta Platforms Inc | 78.4K | $44.8M | -10.2K | 6.8% |
| $GOOGL | Alphabet Inc | 152K | $43.7M | -69.6K | 6.6% |
| $AXP | American Express Company | 143K | $43.4M | -15.9K | 6.6% |
| $XOM | ExxonMobil Holdings Corporation | 201K | $34.1M | -14.4K | 5.2% |
| $JPM | JP Morgan Chase & Co | 112K | $32.8M | -7.93K | 5.0% |
| $MA | Mastercard Incorporated | 49.5K | $24.7M | -6.24K | 3.8% |
| $VZ | Verizon Communications Inc | 373K | $18.7M | -26.3K | 2.8% |
| $ACN | Accenture plc | 91.4K | $18.1M | -10.4K | 2.8% |
…and 23 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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