SCHWERIN BOYLE CAPITAL MANAGEMENT INC Diversified Active

Location: SPRINGFIELD, MA

CIK: 0000937522 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $787,984 (100.0% shares, 0.0% debt)

Holdings (47)

New Positions (2)

CHTR CHARTER COMM. 2.0%
Value ($000) $15,996 Shares 74,095 Est. Cost $213.73 Unrealized 0.0%
AMZN AMAZON.COM 1.1%
Value ($000) $8,987 Shares 43,150 Est. Cost $226.83 Unrealized 0.0%

Exited Positions (1)

IBM INTL BUS MACHINES 0.0%
Value ($000) $222 Shares 750 Est. Cost $298.78 Unrealized -5.0%

Decreased Positions (40)

GOOG ALPHABET, INC 5.5%
Value ($000) $43,732 (-37.2%) Shares 152,450 (-31.3%) Est. Cost $94.73 Unrealized +241.7%
BRK/B BERKSHIRE HATH B 13.1%
Value ($000) $103,224 (-14.8%) Shares 215,409 (-10.7%) Est. Cost $125.93 Unrealized +291.9%
WFC WELLS FARGO 6.6%
Value ($000) $51,689 (-25.2%) Shares 649,281 (-12.4%) Est. Cost $30.97 Unrealized +190.7%
AXP AMER EXPRESS 5.5%
Value ($000) $43,377 (-26.4%) Shares 143,404 (-10.0%) Est. Cost $59.82 Unrealized +495.4%
META META PLATFORMS 5.7%
Value ($000) $44,843 (-23.3%) Shares 78,379 (-11.6%) Est. Cost $194.42 Unrealized +237.2%
ACN ACCENTURE PLC 2.3%
Value ($000) $18,124 (-33.6%) Shares 91,399 (-10.2%) Est. Cost $63.81 Unrealized +296.8%
XOM EXXON MOBIL 4.3%
Value ($000) $34,129 (+31.5%) Shares 201,162 (-6.7%) Est. Cost $56.14 Unrealized +147.1%
AYI ACUITY INC. 2.6%
Value ($000) $20,754 (-27.9%) Shares 74,063 (-7.3%) Est. Cost $162.26 Unrealized +98.3%
MA MASTERCARD INC 3.1%
Value ($000) $24,738 (-22.3%) Shares 49,510 (-11.2%) Est. Cost $70.82 Unrealized +661.1%
IT GARTNER INC 1.2%
Value ($000) $9,259 (-42.7%) Shares 58,476 (-8.6%) Est. Cost $71.25 Unrealized +178.0%
JPM JP MORGAN CHASE 4.2%
Value ($000) $32,832 (-14.8%) Shares 111,613 (-6.6%) Est. Cost $38.24 Unrealized +714.5%
MCK MCKESSON CORP 1.8%
Value ($000) $13,846 (-28.3%) Shares 16,000 (-32.1%) Est. Cost $122.19 Unrealized +616.5%
OXY OCCIDENTAL PETROLEUM 2.0%
Value ($000) $16,030 (+42.1%) Shares 246,610 (-10.1%) Est. Cost $51.41 Unrealized -11.6%
PSX PHILLIPS 66 2.1%
Value ($000) $16,681 (+36.8%) Shares 91,563 (-3.1%) Est. Cost $44.99 Unrealized +227.0%
CTSH COGNIZANT TECH 1.0%
Value ($000) $8,219 (-33.0%) Shares 133,964 (-9.3%) Est. Cost $39.90 Unrealized +92.5%
XMTR XOMETRY INC-A 0.8%
Value ($000) $6,172 (-38.5%) Shares 151,127 (-10.5%) Est. Cost $21.73 Unrealized +179.0%
AEBI AEBI-SCHMIDT 0.9%
Value ($000) $6,719 (-31.4%) Shares 691,953 (-10.6%) Est. Cost $11.40 Unrealized +28.3%
FISV FISERV INC 1.0%
Value ($000) $7,908 (-25.9%) Shares 141,718 (-10.8%) Est. Cost $103.97 Unrealized -38.5%
SLB SLB 1.7%
Value ($000) $13,257 (+25.4%) Shares 257,970 (-6.3%) Est. Cost $27.61 Unrealized +74.9%
GNTX GENTEX CORP 1.7%
Value ($000) $13,575 (-16.1%) Shares 621,286 (-10.7%) Est. Cost $20.87 Unrealized +15.1%
SPXC SPX TECH. INC. 3.0%
Value ($000) $23,983 (-9.5%) Shares 119,950 (-9.4%) Est. Cost $65.65 Unrealized —
VZ VERIZON COMM 2.4%
Value ($000) $18,705 (+15.1%) Shares 372,614 (-6.6%) Est. Cost $30.43 Unrealized +44.0%
DG DOLLAR GENERAL 1.1%
Value ($000) $9,018 (-20.3%) Shares 75,958 (-10.8%) Est. Cost $88.06 Unrealized +67.7%
COR CENCORA INC 0.9%
Value ($000) $7,394 (-19.6%) Shares 23,537 (-13.5%) Est. Cost $57.50 Unrealized +514.2%
L LOEWS CORP 2.1%
Value ($000) $16,926 (-9.4%) Shares 158,576 (-10.6%) Est. Cost $48.21 Unrealized +120.8%
ST SENSATA TECH 2.6%
Value ($000) $20,696 (-7.6%) Shares 587,625 (-12.7%) Est. Cost $33.14 Unrealized +8.0%
VWO VANGUARD FTSE EMERGING MARKET 1.8%
Value ($000) $14,321 (-10.0%) Shares 264,964 (-10.5%) Est. Cost $40.40 Unrealized —
LUV SOUTHWEST AIR 0.9%
Value ($000) $6,910 (-18.7%) Shares 183,927 (-10.5%) Est. Cost $30.27 Unrealized +56.4%
ALLE ALLEGION PLC 1.2%
Value ($000) $9,316 (-14.4%) Shares 64,123 (-6.2%) Est. Cost $38.52 Unrealized +331.7%
PYPL PAYPAL HOLDINGS 0.5%
Value ($000) $4,309 (-26.5%) Shares 95,263 (-5.1%) Est. Cost $48.06 Unrealized +4.2%
SCHF SCHWAB INTL EQUITY ETF 2.0%
Value ($000) $15,651 (-7.8%) Shares 632,381 (-10.5%) Est. Cost $26.65 Unrealized —
ICE INTERCONT'L EXCH 0.9%
Value ($000) $7,251 (-15.5%) Shares 46,100 (-13.0%) Est. Cost $110.43 Unrealized +49.4%
EVTC EVERTEC, INC 0.7%
Value ($000) $5,495 (-13.2%) Shares 194,727 (-10.5%) Est. Cost $15.07 Unrealized +88.0%
PFE PFIZER INC 1.9%
Value ($000) $15,271 (+4.9%) Shares 543,843 (-7.0%) Est. Cost $31.01 Unrealized -15.6%
KO COCA COLA 1.9%
Value ($000) $14,805 (-3.9%) Shares 194,670 (-11.6%) Est. Cost $64.97 Unrealized +15.1%
AGCO AGCO CORP 2.2%
Value ($000) $17,419 (+3.0%) Shares 150,336 (-7.3%) Est. Cost $43.41 Unrealized +179.0%
DFJ WISDOMTREE JPN S 0.7%
Value ($000) $5,341 (-5.2%) Shares 52,336 (-10.5%) Est. Cost $78.82 Unrealized —
LLYVA LIBERTY LIVE A 0.3%
Value ($000) $2,375 (-10.5%) Shares 25,918 (-20.4%) Est. Cost $83.24 Unrealized +1.8%
BUD ANHEUSER BUSCH 0.4%
Value ($000) $3,000 (+7.1%) Shares 43,252 (-1.1%) Est. Cost $69.32 Unrealized —
WAB WABTEC CORP 0.1%
Value ($000) $668 (+4.6%) Shares 2,674 (-10.6%) Est. Cost $69.17 Unrealized +245.4%

Unchanged Positions (5)

MSFT MICROSOFT 0.9%
Value ($000) $6,815 Shares 18,410 Est. Cost $28.83 Unrealized +1407.6%
FWONK LIBERTY MED FORM 1 0.8%
Value ($000) $6,315 Shares 74,275 Est. Cost $75.28 Unrealized —
BRK/A BERKSHIRE HATH A 0.2%
Value ($000) $1,436 Shares 2 Est. Cost $165023.42 Unrealized +348.7%
LLYVK LIBERTY LIVE C 0.0%
Value ($000) $320 Shares 3,401 Est. Cost $85.87 Unrealized +0.9%
DNOW NOW INC 0.0%
Value ($000) $151 Shares 12,684 Est. Cost $33.70 Unrealized -56.7%