SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CHARTER COMM.(CHTR) | 0 | 74,095 | +74,095 | 0 | 15,995,629 | 2.03% | +15,995,629 |
| SCHWAB INTL EQUITY ETF | 0 | 632,381 | +632,381 | 0 | 15,651,430 | 1.99% | +15,651,430 |
| VANGUARD FTSE EMERGING MARKET | 0 | 264,964 | +264,964 | 0 | 14,321,304 | 1.82% | +14,321,304 |
| AMAZON.COM(AMZN) | 0 | 43,150 | +43,150 | 0 | 8,986,850 | 1.14% | +8,986,850 |
| EXXON MOBIL | 215,592 | 201,162 | -14,430 | 25,944,341 | 34,129,145 | 4.33% | +8,184,804 |
| WISDOMTREE JPN S(WT) | 0 | 52,336 | +52,336 | 0 | 5,341,412 | 0.68% | +5,341,412 |
| OCCIDENTAL PETROLEUM(OXY) | 274,388 | 246,610 | -27,778 | 11,282,835 | 16,029,650 | 2.03% | +4,746,815 |
| PHILLIPS 66(PSX) | 94,491 | 91,563 | -2,928 | 12,193,119 | 16,680,947 | 2.12% | +4,487,828 |
| SLB(SLB) | 275,345 | 257,970 | -17,375 | 10,567,741 | 13,257,078 | 1.68% | +2,689,337 |
| VERIZON COMM(VZ) | 398,864 | 372,614 | -26,250 | 16,245,731 | 18,705,223 | 2.37% | +2,459,492 |
| PFIZER INC(PFE) | 584,768 | 543,843 | -40,925 | 14,560,723 | 15,271,111 | 1.94% | +710,388 |
| AGCO CORP | 162,139 | 150,336 | -11,803 | 16,914,340 | 17,419,432 | 2.21% | +505,092 |
| ANHEUSER BUSCH(BUD) | 43,727 | 43,252 | -475 | 2,800,277 | 3,000,391 | 0.38% | +200,114 |
| LIBERTY LIVE C(LLYVA) | 3,430 | 3,401 | -29 | 285,239 | 320,068 | 0.04% | +34,829 |
| WABTEC CORP(WAB) | 2,992 | 2,674 | -318 | 638,642 | 668,259 | 0.08% | +29,617 |
| NOW INC(DNOW) | 12,684 | 12,684 | 0 | 168,063 | 151,066 | 0.02% | -16,997 |
| BERKSHIRE HATH A | 2 | 2 | 0 | 1,509,600 | 1,436,280 | 0.18% | -73,320 |
| INTL BUS MACHINES(IBM) | 750 | 0 | -750 | 222,157 | 0 | — | -222,157 |
| LIBERTY LIVE A(LLYVA) | 32,567 | 25,918 | -6,649 | 2,654,210 | 2,375,126 | 0.30% | -279,084 |
| COCA COLA(KO) | 220,250 | 194,670 | -25,580 | 15,397,677 | 14,804,653 | 1.88% | -593,024 |
| EVERTEC, INC(EVTC) | 217,550 | 194,727 | -22,823 | 6,328,529 | 5,495,196 | 0.70% | -833,333 |
| LIBERTY MED FORM 1(FWONA) | 74,975 | 74,275 | -700 | 7,385,787 | 6,314,860 | 0.80% | -1,070,927 |
| INTERCONT'L EXCH(ICE) | 52,975 | 46,100 | -6,875 | 8,579,831 | 7,250,608 | 0.92% | -1,329,223 |
| PAYPAL HOLDINGS(PYPL) | 100,388 | 95,263 | -5,125 | 5,860,651 | 4,308,745 | 0.55% | -1,551,906 |
| ALLEGION PLC(ALLE) | 68,340 | 64,123 | -4,217 | 10,881,095 | 9,316,431 | 1.18% | -1,564,664 |
| SOUTHWEST AIR(LUV) | 205,600 | 183,927 | -21,673 | 8,497,448 | 6,910,137 | 0.88% | -1,587,311 |
| SENSATA TECH SHS | 672,875 | 587,625 | -85,250 | 22,400,009 | 20,696,152 | 2.63% | -1,703,857 |
| LOEWS CORP(L) | 177,451 | 158,576 | -18,875 | 18,687,365 | 16,926,402 | 2.15% | -1,760,963 |
| CENCORA INC | 27,225 | 23,537 | -3,688 | 9,195,244 | 7,393,913 | 0.94% | -1,801,331 |
| MICROSOFT(MSFT) | 18,400 | 18,410 | +10 | 8,898,608 | 6,814,830 | 0.86% | -2,083,778 |
| DOLLAR GENERAL(DG) | 85,201 | 75,958 | -9,243 | 11,312,137 | 9,018,493 | 1.14% | -2,293,644 |
| SPX TECH. INC. | 132,450 | 119,950 | -12,500 | 26,497,947 | 23,982,803 | 3.04% | -2,515,144 |
| GENTEX CORP(GNTX) | 695,718 | 621,286 | -74,432 | 16,189,358 | 13,575,099 | 1.72% | -2,614,259 |
| FISERV INC(FISV) | 158,800 | 141,718 | -17,082 | 10,666,596 | 7,907,864 | 1.00% | -2,758,732 |
| AEBI-SCHMIDT(AEBI) | 774,059 | 691,953 | -82,106 | 9,791,846 | 6,718,864 | 0.85% | -3,072,982 |
| XOMETRY INC-A(XMTR) | 168,840 | 151,127 | -17,713 | 10,040,915 | 6,172,027 | 0.78% | -3,868,888 |
| COGNIZANT TECH(CTSH) | 147,705 | 133,964 | -13,741 | 12,259,515 | 8,218,691 | 1.04% | -4,040,824 |
| MCKESSON CORP(MCK) | 23,550 | 16,000 | -7,550 | 19,317,829 | 13,845,760 | 1.76% | -5,472,069 |
| WISDOMTREE JPN S(WT) | 58,470 | 0 | -58,470 | 5,633,000 | 0 | — | -5,633,000 |
| JP MORGAN CHASE(JPM) | 119,543 | 111,613 | -7,930 | 38,519,145 | 32,832,080 | 4.17% | -5,687,065 |
| GARTNER INC(IT) | 64,001 | 58,476 | -5,525 | 16,146,172 | 9,259,090 | 1.18% | -6,887,082 |
| MASTERCARD INC(MA) | 55,750 | 49,510 | -6,240 | 31,826,560 | 24,738,167 | 3.14% | -7,088,393 |
| ACUITY INC.(AYI) | 79,918 | 74,063 | -5,855 | 28,773,677 | 20,753,934 | 2.63% | -8,019,743 |
| ACCENTURE PLC SHS CLASS A | 101,784 | 91,399 | -10,385 | 27,308,647 | 18,123,508 | 2.30% | -9,185,139 |
| META PLATFORMS(META) | 88,617 | 78,379 | -10,238 | 58,495,196 | 44,842,977 | 5.69% | -13,652,219 |
| AMER EXPRESS(AXP) | 159,329 | 143,404 | -15,925 | 58,943,764 | 43,376,842 | 5.50% | -15,566,922 |
| VANGUARD FTSE EMERGING MARKET | 296,020 | 0 | -296,020 | 15,914,035 | 0 | — | -15,914,035 |
| SCHWAB INTL EQUITY ETF | 706,500 | 0 | -706,500 | 16,984,260 | 0 | — | -16,984,260 |
| WELLS FARGO(WFC) | 741,252 | 649,281 | -91,971 | 69,084,686 | 51,689,260 | 6.56% | -17,395,426 |
| BERKSHIRE HATH B | 241,158 | 215,409 | -25,749 | 121,218,069 | 103,223,993 | 13.10% | -17,994,076 |
| ALPHABET, INC(GOOG) | 222,044 | 152,450 | -69,594 | 69,677,407 | 43,731,807 | 5.55% | -25,945,600 |