SCHWERIN BOYLE CAPITAL MANAGEMENT INC Diversified Active

Location: Springfield, MA

CIK: 0000937522 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 12, 2026

Total Value: $913M (100.0% shares, 0.0% debt)

Holdings (46)

BRK/B BERKSHIRE HATH B 13.3%

Value $121M Shares 241,158 Est. Cost $125.93 Unrealized +295.1%

GOOG ALPHABET, INC 7.6%

Value $69.68M Shares 222,044 Est. Cost $94.73 Unrealized +202.3%

WFC WELLS FARGO 7.6%

Value $69.08M Shares 741,252 Est. Cost $30.97 Unrealized +179.7%

AXP AMER EXPRESS 6.5%

Value $58.94M Shares 159,329 Est. Cost $59.82 Unrealized +496.8%

META META PLATFORMS 6.4%

Value $58.5M Shares 88,617 Est. Cost $194.42 Unrealized +243.2%

JPM JP MORGAN CHASE 4.2%

Value $38.52M Shares 119,543 Est. Cost $38.24 Unrealized +709.6%

MA MASTERCARD INC 3.5%

Value $31.83M Shares 55,750 Est. Cost $70.82 Unrealized +689.2%

AYI ACUITY INC. 3.2%

Value $28.77M Shares 79,918 Est. Cost $162.26 Unrealized +122.6%

ACN ACCENTURE PLC 3.0%

Value $27.31M Shares 101,784 Est. Cost $63.81 Unrealized +298.1%

SPXC SPX TECH. INC. 2.9%

Value $26.5M Shares 132,450 Est. Cost $65.65 Unrealized —

XOM EXXON MOBIL 2.8%

Value $25.94M Shares 215,592 Est. Cost $56.14 Unrealized +105.7%

ST SENSATA TECH 2.5%

Value $22.4M Shares 672,875 Est. Cost $33.14 Unrealized -3.5%

MCK MCKESSON CORP 2.1%

Value $19.32M Shares 23,550 Est. Cost $122.19 Unrealized +567.5%

L LOEWS CORP 2.0%

Value $18.69M Shares 177,451 Est. Cost $48.21 Unrealized +114.1%

SCHF SCHWAB INTL EQUITY ETF 1.9%

Value $16.98M Shares 706,500 Est. Cost $26.65 Unrealized —

AGCO AGCO CORP 1.9%

Value $16.91M Shares 162,139 Est. Cost $43.41 Unrealized +144.2%

VZ VERIZON COMM 1.8%

Value $16.25M Shares 398,864 Est. Cost $30.43 Unrealized +33.1%

GNTX GENTEX CORP 1.8%

Value $16.19M Shares 695,718 Est. Cost $20.87 Unrealized +15.5%

IT GARTNER INC 1.8%

Value $16.15M Shares 64,001 Est. Cost $71.25 Unrealized +237.8%

VWO VANGUARD FTSE EMERGING MARKET 1.7%

Value $15.91M Shares 296,020 Est. Cost $40.40 Unrealized —

KO COCA COLA 1.7%

Value $15.4M Shares 220,250 Est. Cost $64.97 Unrealized +6.8%

PFE PFIZER INC 1.6%

Value $14.56M Shares 584,768 Est. Cost $31.01 Unrealized -19.3%

CTSH COGNIZANT TECH 1.3%

Value $12.26M Shares 147,705 Est. Cost $39.90 Unrealized +87.1%

PSX PHILLIPS 66 1.3%

Value $12.19M Shares 94,491 Est. Cost $44.99 Unrealized +197.9%

DG DOLLAR GENERAL 1.2%

Value $11.31M Shares 85,201 Est. Cost $88.06 Unrealized +26.6%

OXY OCCIDENTAL PETROLEUM 1.2%

Value $11.28M Shares 274,388 Est. Cost $51.41 Unrealized -19.2%

ALLE ALLEGION PLC 1.2%

Value $10.88M Shares 68,340 Est. Cost $38.52 Unrealized +332.8%

FISV FISERV INC 1.2%

Value $10.67M Shares 158,800 Est. Cost $103.97 Unrealized -19.3%

Value $10.57M Shares 275,345 Est. Cost $27.61 Unrealized +30.6%

XMTR XOMETRY INC-A 1.1%

Value $10.04M Shares 168,840 Est. Cost $21.73 Unrealized +159.4%

AEBI AEBI-SCHMIDT 1.1%

Value $9.792M Shares 774,059 Est. Cost $11.40 Unrealized +4.4%

COR CENCORA INC 1.0%

Value $9.195M Shares 27,225 Est. Cost $57.50 Unrealized +492.4%

MSFT MICROSOFT 1.0%

Value $8.899M Shares 18,400 Est. Cost $28.83 Unrealized +1636.4%

ICE INTERCONT'L EXCH 0.9%

Value $8.58M Shares 52,975 Est. Cost $110.43 Unrealized +41.5%

LUV SOUTHWEST AIR 0.9%

Value $8.497M Shares 205,600 Est. Cost $30.27 Unrealized +14.9%

FWONK LIBERTY MED FORM 1 0.8%

Value $7.386M Shares 74,975 Est. Cost $75.28 Unrealized —

EVTC EVERTEC, INC 0.7%

Value $6.329M Shares 217,550 Est. Cost $15.07 Unrealized +97.1%

PYPL PAYPAL HOLDINGS 0.6%

Value $5.861M Shares 100,388 Est. Cost $48.06 Unrealized +34.9%

DFJ WISDOMTREE JPN S 0.6%

Value $5.633M Shares 58,470 Est. Cost $78.82 Unrealized —

BUD ANHEUSER BUSCH 0.3%

Value $2.8M Shares 43,727 Est. Cost $69.32 Unrealized —

LLYVA LIBERTY LIVE A 0.3%

Value $2.654M Shares 32,567 Est. Cost $83.24 Unrealized 0.0%

BRK/A BERKSHIRE HATH A 0.2%

Value $1.51M Shares 2 Est. Cost $165023.42 Unrealized +352.3%

WAB WABTEC CORP 0.1%

Value $639K Shares 2,992 Est. Cost $69.17 Unrealized +196.8%

LLYVK LIBERTY LIVE C 0.0%

Value $285K Shares 3,430 Est. Cost $85.87 Unrealized 0.0%

IBM INTL BUS MACHINES 0.0%

Value $222K Shares 750 Est. Cost $298.78 Unrealized 0.0%

DNOW NOW INC 0.0%

Value $168K Shares 12,684 Est. Cost $33.70 Unrealized -58.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATH B	241,158	$121M	13.3%	$125.93	+295.1%	COM	084670702
GOOG	ALPHABET, INC	222,044	$69.68M	7.6%	$94.73	+202.3%	COM	02079K107
WFC	WELLS FARGO	741,252	$69.08M	7.6%	$30.97	+179.7%	COM	949746101
AXP	AMER EXPRESS	159,329	$58.94M	6.5%	$59.82	+496.8%	COM	025816109
META	META PLATFORMS	88,617	$58.5M	6.4%	$194.42	+243.2%	COM	30303M102
JPM	JP MORGAN CHASE	119,543	$38.52M	4.2%	$38.24	+709.6%	COM	46625H100
MA	MASTERCARD INC	55,750	$31.83M	3.5%	$70.82	+689.2%	COM	57636Q104
AYI	ACUITY INC.	79,918	$28.77M	3.2%	$162.26	+122.6%	COM	00508Y102
ACN	ACCENTURE PLC	101,784	$27.31M	3.0%	$63.81	+298.1%	COM	G1151C101
SPXC	SPX TECH. INC.	132,450	$26.5M	2.9%	$65.65	—	COM	78473E103
XOM	EXXON MOBIL	215,592	$25.94M	2.8%	$56.14	+105.7%	COM	30231G102
ST	SENSATA TECH	672,875	$22.4M	2.5%	$33.14	-3.5%	COM	G8060N102
MCK	MCKESSON CORP	23,550	$19.32M	2.1%	$122.19	+567.5%	COM	58155Q103
L	LOEWS CORP	177,451	$18.69M	2.0%	$48.21	+114.1%	COM	540424108
SCHF	SCHWAB INTL EQUITY ETF	706,500	$16.98M	1.9%	$26.65	—	COM	808524805
AGCO	AGCO CORP	162,139	$16.91M	1.9%	$43.41	+144.2%	COM	001084102
VZ	VERIZON COMM	398,864	$16.25M	1.8%	$30.43	+33.1%	COM	92343V104
GNTX	GENTEX CORP	695,718	$16.19M	1.8%	$20.87	+15.5%	COM	371901109
IT	GARTNER INC	64,001	$16.15M	1.8%	$71.25	+237.8%	COM	366651107
VWO	VANGUARD FTSE EMERGING MARKET	296,020	$15.91M	1.7%	$40.40	—	COM	922042858
KO	COCA COLA	220,250	$15.4M	1.7%	$64.97	+6.8%	COM	191216100
PFE	PFIZER INC	584,768	$14.56M	1.6%	$31.01	-19.3%	COM	717081103
CTSH	COGNIZANT TECH	147,705	$12.26M	1.3%	$39.90	+87.1%	COM	192446102
PSX	PHILLIPS 66	94,491	$12.19M	1.3%	$44.99	+197.9%	COM	718546104
DG	DOLLAR GENERAL	85,201	$11.31M	1.2%	$88.06	+26.6%	COM	256677105
OXY	OCCIDENTAL PETROLEUM	274,388	$11.28M	1.2%	$51.41	-19.2%	COM	674599105
ALLE	ALLEGION PLC	68,340	$10.88M	1.2%	$38.52	+332.8%	COM	G0176J109
FISV	FISERV INC	158,800	$10.67M	1.2%	$103.97	-19.3%	COM	337738108
SLB	SLB	275,345	$10.57M	1.2%	$27.61	+30.6%	COM	806857108
XMTR	XOMETRY INC-A	168,840	$10.04M	1.1%	$21.73	+159.4%	COM	98423F109
AEBI	AEBI-SCHMIDT	774,059	$9.792M	1.1%	$11.40	+4.4%	COM	H00501108
COR	CENCORA INC	27,225	$9.195M	1.0%	$57.50	+492.4%	COM	03073E105
MSFT	MICROSOFT	18,400	$8.899M	1.0%	$28.83	+1636.4%	COM	594918104
ICE	INTERCONT'L EXCH	52,975	$8.58M	0.9%	$110.43	+41.5%	COM	45866F104
LUV	SOUTHWEST AIR	205,600	$8.497M	0.9%	$30.27	+14.9%	COM	844741108
FWONK	LIBERTY MED FORM 1	74,975	$7.386M	0.8%	$75.28	—	COM	531229755
EVTC	EVERTEC, INC	217,550	$6.329M	0.7%	$15.07	+97.1%	COM	30040P103
PYPL	PAYPAL HOLDINGS	100,388	$5.861M	0.6%	$48.06	+34.9%	COM	70450Y103
DFJ	WISDOMTREE JPN S	58,470	$5.633M	0.6%	$78.82	—	COM	97717W836
BUD	ANHEUSER BUSCH	43,727	$2.8M	0.3%	$69.32	—	COM	03524A108
LLYVA	LIBERTY LIVE A	32,567	$2.654M	0.3%	$83.24	0.0%	COM	530909100
BRK/A	BERKSHIRE HATH A	2	$1.51M	0.2%	$165023.42	+352.3%	COM	084670108
WAB	WABTEC CORP	2,992	$639K	0.1%	$69.17	+196.8%	COM	929740108
LLYVK	LIBERTY LIVE C	3,430	$285K	0.0%	$85.87	0.0%	COM	530909308
IBM	INTL BUS MACHINES	750	$222K	0.0%	$298.78	0.0%	COM	459200101
DNOW	NOW INC	12,684	$168K	0.0%	$33.70	-58.3%	COM	67011P100