SCHWERIN BOYLE CAPITAL MANAGEMENT INC

CIK 0000937522 · Q1 2026

13F Equity AUM

$788.0M

-13.7% QoQ

Positions

+1 QoQ

AUM Rank

#3,271

Top 26%

Skill Alpha (FF)

-0.2%/yr^ns

No Clear Edge

Rank #2,582 · Top 31%

vs S&P -2.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 36.4%Top 10: 53.7%Top 20: 75.5%

BRK/B13.1%

WFC6.6%

META5.7%

GOOG5.5%

AXP5.5%

XOM4.3%

JPM4.2%

MA3.1%

SPXC3.0%

AYI2.6%

Others (37)46.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services40.6%

Communication Services16.8%

Industrials10.8%

Energy10.2%

Technology9.7%

Healthcare3.7%

Consumer Defensive3.4%

Consumer Cyclical2.9%

Other2.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 47Median: 1.72%Avg: 2.13%

0–0.5%

6(1.0%)

0.5–1%

10(8.0%)

1–3%

22(40.0%)

3–5%

4(14.7%)

5%+

5(36.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 47Unique: 0vs 20 funds

0.6%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.9%

BlackRock, Inc.

1.2%

FMR LLC

1.6%

BANK OF AMERICA CORP /DE/

JPMORGAN CHASE & CO

0.9%

VANGUARD CAPITAL MANAGEMENT LLC

1.3%

STATE STREET CORP

1.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.5%

GEODE CAPITAL MANAGEMENT, LLC

1.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased1Decreased42Exited1

New Positions

CHTR2.0%

+74K

AMZN1.1%

+43K

Increased

MSFT0.9%

+10(+0%)

Decreased

WFC6.6%

-91,971(-12%)

ST2.6%

-85,250(-13%)

AEBI-SCHMIDT0.8%

-82,106(-11%)

GNTX1.7%

-74,432(-11%)

SCHF2.0%

-74,119(-10%)

GOOG5.5%

-69,594(-31%)

PFE1.9%

-40,925(-7%)

VWO1.8%

-31,056(-10%)

OXY2.0%

-27,778(-10%)

BAC2.4%

-26,250(-7%)

Exited

IBM

-750

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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