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SCHWERIN BOYLE CAPITAL MANAGEMENT INC — 13F Holdings & Portfolio

CIK 937522 · latest 13F-HR filed 2026-11-13

Backtest portfolio

SCHWERIN BOYLE CAPITAL MANAGEMENT INC manages $795.6M in 13F-reported U.S. long-equity assets across 46 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are BRK.B (13.20%), META (6.97%), GOOG (6.23%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 5 new positions and exited 8; 15 existing positions rose in reported value and 19 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$795.6M

Long-equity book

Holdings
46

Distinct positions

Period
2026-09-30

Filed 2026-11-13

Q/Q Activity
+5 / −8 / ↑15 / ↓19

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
BRK.B13.2% · -1%META7.0% · -1%GOOG6.2% · -2%WFC6.2% · -0%AXP5.3% · -2%JPM4.5% · -2%XOM4.0% · -2%ACN3.6% · +73%ICE3.3% · +289%MA3.3% · -1%ST2.9% · -2%AYI2.8% · -1%MKL2.5% · newSPXC2.5% · -2%AGCO2.1% · -1%L2.0% · -2%XMTR2.0% · 0%OXY1.7% · 0%GNTX1.7% · 0%MCK1.6% · -5%EQH1.6% · newZTS1.6% · newPSX1.5% · -49%GPI1.4% · newAMZN1.4% · 0%ALLE1.2% · -1%MSFT1.2% · -0%UBER1.1% · newDG1.1% · 0%MTH1.1% · 0%CHTR1.0% · -1%CTSH1.0% · -1%AEBI0.9% · 0%COR0.9% · 0%IT0.8% · -38%FISV0.8% · 0%FWONK0.8% · -2%EVTC0.7% · 0%PYPL0.6% · -1%SSD0.4% · 0%LLYVA0.3% · -5%BUD0.2% · -38%BRK.A0.2% · 0%WAB0.1% · -1%LLYVK0.0% · -2%DNOW0.0% · -6%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

5 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 56.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 20, 2026.

Assets Under Management
$1.21B
Discretionary
$1.21B
Employees
6
Accounts
163
Address
ONE MONARCH PLACE, SUITE 700
1414 MAIN STREET
SPRINGFIELD, MA 01144-0700
Phone
(413) 784-0990
Name Title / Status Ownership Type
BOYLE, DANIEL, PATRICK ControlDIRECTOR, ANALYST
since Jan 1993
75% or moreIndividual
BUTERA, RICHARD, XAVIER ControlVICE PRESIDENT, TREASURER
since Jan 2019
Less than 5%Individual
OBRIEN, RORY, PATRICK ControlPRESIDENT, CHIEF COMPLIANCE OFFICER
since Aug 2015
Less than 5%Individual
TEEL, RICHARD, EPTA ControlVP, PORTFOLIO MANAGER, CHIEF INVESTMENT OFFICER
since Apr 2013
Less than 5%Individual
Ownership & leadership changes · 8 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Apr 21, 2025 filing
  • ChangedBOYLE, DANIEL, PATRICK · title PRESIDENT, PORTFOLIO MANAGER → DIRECTOR, ANALYST
  • ChangedOBRIEN, RORY, PATRICK · title VP, CHIEF COMPLIANCE OFFICER → PRESIDENT, CHIEF COMPLIANCE OFFICER
  • ChangedTEEL, RICHARD, EPTA · title VP, PORTFOLIO MANAGER → VP, PORTFOLIO MANAGER, CHIEF INVESTMENT OFFICER
Feb 8, 2019 filing
  • No longer listedHENSHON, ANDREW, THOMAS · VP, CHIEF INVESTMENT OFFICER · 25–50% · control person · listed since Oct 2014
  • AddedBUTERA, RICHARD, XAVIER · VICE PRESIDENT, TREASURER · Less than 5% · control person
  • ChangedBOYLE, DANIEL, PATRICK · ownership 50–75% → 75% or more
Mar 29, 2018 filing
  • ChangedBOYLE, DANIEL, PATRICK · title PRESIDENT → PRESIDENT, PORTFOLIO MANAGER
Aug 16, 2017 filing
  • No longer listedMARSH, ADDISON, BLISS · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Oct 2015
Mar 28, 2017 filing
  • ChangedBOYLE, DANIEL, PATRICK · ownership 75% or more → 50–75%
  • ChangedHENSHON, ANDREW, THOMAS · ownership 10–25% → 25–50%
Oct 30, 2015 filing
  • No longer listedMURPHY, MARY, ELEANOR · VP · Less than 5% · control person · listed since Mar 2007
  • AddedMARSH, ADDISON, BLISS · CHIEF OPERATING OFFICER · Less than 5% · control person
  • ChangedBOYLE, DANIEL, PATRICK · title PRESIDENT, INTERIM CHIEF OPERATING OFFICER → PRESIDENT
Aug 26, 2015 filing
  • No longer listedWIEMANN, HANS, STEPHAN · VP, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Feb 2010
  • AddedOBRIEN, RORY, PATRICK · VP, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedBOYLE, DANIEL, PATRICK · title PRESIDENT → PRESIDENT, INTERIM CHIEF OPERATING OFFICER
Mar 31, 2015 filing
  • No longer listedSCHWERIN, ROBERT, BRUCE · DIRECTOR · 25–50% · control person · listed since Jan 2007
  • AddedHENSHON, ANDREW, THOMAS · VP, CHIEF INVESTMENT OFFICER · 10–25% · control person
  • AddedTEEL, RICHARD, EPTA · VP, PORTFOLIO MANAGER · Less than 5% · control person
  • ChangedBOYLE, DANIEL, PATRICK · ownership 25–50% → 75% or more
  • ChangedMURPHY, MARY, ELEANOR · title VP, CHIEF FINANCIAL OFFICER → VP; ownership 10–25% → Less than 5%
Mar 30, 2012 filing (earliest on record)
  • ListedBOYLE, DANIEL, PATRICK · PRESIDENT · 25–50% · control person
  • ListedMURPHY, MARY, ELEANOR · VP, CHIEF FINANCIAL OFFICER · 10–25% · control person
  • ListedSCHWERIN, ROBERT, BRUCE · DIRECTOR · 25–50% · control person
  • ListedWIEMANN, HANS, STEPHAN · VP, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 15 →

Top Trims

Show all 19 →

New Positions

Show all 5 →

Exited Positions

Show all 8 →

SCHWERIN BOYLE CAPITAL MANAGEMENT INC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATH B BRK.B 084670702 $105.0M 13.20% 210,866 SH
2 META PLATFORMS META 30303M102 $55.4M 6.97% 76,439 SH
3 ALPHABET, INC GOOG 02079K107 $49.6M 6.23% 145,445 SH
4 WELLS FARGO WFC 949746101 $49.0M 6.16% 612,241 SH
5 AMER EXPRESS AXP 025816109 $41.8M 5.25% 137,429 SH
6 JP MORGAN CHASE JPM 46625H100 $35.5M 4.46% 107,313 SH
7 EXXON MOBIL XOM 30233Q108 $31.5M 3.96% 193,537 SH
8 ACCENTURE PLC ACN G1151C101 $28.5M 3.58% 155,525 SH
9 INTERCONT'L EXCH ICE 45866F104 $26.6M 3.35% 175,150 SH
10 MASTERCARD INC MA 57636Q104 $26.6M 3.35% 48,285 SH
11 SENSATA TECH ST G8060N102 $22.7M 2.86% 547,075 SH
12 ACUITY INC. AYI 00508Y102 $22.3M 2.80% 71,888 SH
13 MARKEL GROUP INC MKL 570535104 $19.9M 2.50% 11,628 SH
14 SPX TECH. INC. SPXC 78473E103 $19.7M 2.48% 116,205 SH
15 AGCO CORP AGCO 001084102 $16.5M 2.07% 144,186 SH
16 LOEWS CORP L 540424108 $15.8M 1.99% 151,401 SH
17 XOMETRY INC-A XMTR 98423F109 $15.5M 1.95% 151,127 SH
18 OCCIDENTAL PETRO OXY 674599105 $13.6M 1.71% 245,660 SH
19 GENTEX CORP GNTX 371901109 $13.5M 1.70% 621,286 SH
20 MCKESSON CORP MCK 58155Q103 $13.0M 1.64% 15,270 SH
21 EQUITABLE HOLDIN EQH 29452E101 $12.6M 1.58% 245,600 SH
22 ZOETIS INC ZTS 98978V103 $12.4M 1.55% 177,000 SH
23 PHILLIPS 66 PSX 718546104 $11.6M 1.46% 45,575 SH
24 GROUP 1 AUTO GPI 398905109 $11.0M 1.39% 45,850 SH
25 AMAZON.COM AMZN 023135106 $10.8M 1.35% 43,150 SH
26 ALLEGION PLC ALLE G0176J109 $9.7M 1.22% 62,974 SH
27 MICROSOFT MSFT 594918104 $9.2M 1.15% 17,910 SH
28 UBER TECHNOLOG UBER 90353T100 $9.1M 1.15% 133,350 SH
29 DOLLAR GENERAL DG 256677105 $9.1M 1.14% 75,958 SH
30 MERITAGE HOMES MTH 59001A102 $9.0M 1.13% 142,423 SH
31 CHARTER COMM. CHTR 16119P108 $8.0M 1.01% 72,472 SH
32 COGNIZANT TECH CTSH 192446102 $7.6M 0.95% 131,964 SH
33 AEBI-SCHMIDT AEBI H00501108 $7.3M 0.92% 691,953 SH
34 CENCORA INC COR 03073E105 $6.9M 0.87% 23,137 SH
35 GARTNER INC IT 366651107 $6.7M 0.84% 35,773 SH
36 FISERV INC FISV 337738108 $6.4M 0.80% 141,718 SH
37 LIBERTY MED FORM 1 FWONK 531229755 $6.4M 0.80% 68,925 SH
38 EVERTEC, INC EVTC 30040P103 $5.2M 0.66% 194,727 SH
39 PAYPAL HOLDINGS PYPL 70450Y103 $4.8M 0.60% 91,313 SH
40 SIMPSON MFG. SSD 829073105 $2.8M 0.35% 16,400 SH
41 LIBERTY LIVE A LLYVA 530909100 $2.3M 0.29% 24,031 SH
42 ANHEUSER BUSCH BUD 03524A108 $1.8M 0.23% 24,940 SH
43 BERKSHIRE HATH A BRK.A 084670108 $1.5M 0.19% 2 SH
44 WABTEC CORP WAB 929740108 $737.6K 0.09% 2,568 SH
45 LIBERTY LIVE C LLYVK 530909308 $308.7K 0.04% 3,174 SH
46 NOW INC DNOW 67011P100 $180.9K 0.02% 11,672 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-13 $795.6M 46 0001376474-26-000724
2026-06-30 2026-08-07 $816.0M 49 0001376474-26-000541
2026-03-31 2026-05-14 $788.0M 47 0001376474-26-000375
2025-12-31 2026-02-12 $912.7M 46 0001376474-26-000166
2025-09-30 2025-11-13 $914.9M 47 0001376474-25-000927
Filer Information
Address
ONE MONARCH PLACE, SUITE 700
SPRINGFIELD, MA 01144
Phone
(413) 784-0990
Filing Manager
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
SPRINGFIELD, MA
Signatory
Rory O'Brien
President