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SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $788M
1-Year Est. Return 13.82%
This Fund
S&P 500
This Quarter Est. Return
-2%
1 Year Est. Return
+13.82%
3 Year Est. Return
+74.78%
5 Year Est. Return
+100.84%
10 Year Est. Return
+389.41%
AUM
$788M
AUM Growth
-$125M
Cap. Flow
-$81.9M
Cap. Flow %
-10.4%
Top 10 Hldgs %
53.72%
Holding
48
New
2
Increased
1
Reduced
42
Closed
1

Top Buys

Rank Stock Value
1
CHTR icon
Charter Communications
CHTR
+$16.1M
2
AMZN icon
Amazon
AMZN
+$9.5M
3
MSFT icon
Microsoft
MSFT
+$4.18K

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$21.9M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.6M
3
WFC icon
Wells Fargo
WFC
+$7.9M
4
MCK icon
McKesson
MCK
+$6.74M
5
META icon
Meta Platforms (Facebook)
META
+$6.56M

Sector Composition

Rank Sector Weight
1 Financials 36.27%
2 Communication Services 16.79%
3 Industrials 11.69%
4 Energy 10.16%
5 Technology 9.71%

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Schwerin Boyle Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Schwerin Boyle Capital Management held 48 positions worth $788M, down 14% from $913M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Schwerin Boyle Capital Management withdrew a net $81.9M in Q1 2026, closing 1 position and reducing 42 holdings. Its most notable exit was IBM, an estimated $222K position sold in full.

By sector, the portfolio is most concentrated in Financials at 36% of assets, down from 39% a quarter earlier, followed by Communication Services and Industrials.

Against the trend, Schwerin Boyle Capital Management opened a new position in Charter Communications worth $16M.

  • Schwerin Boyle Capital Management's largest Q1 2026 buy was Charter Communications: 74,095 shares worth $16M.
  • Schwerin Boyle Capital Management added most to Microsoft in Q1 2026, an estimated $4.18K increase.
  • Schwerin Boyle Capital Management's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $21.9M.
  • Schwerin Boyle Capital Management fully exited IBM in Q1 2026, selling an estimated $222K.
  • Schwerin Boyle Capital Management's ten largest holdings make up 54% of its $788M portfolio in Q1 2026.
  • Schwerin Boyle Capital Management opened 2 new positions and closed 1 in Q1 2026.
  • Schwerin Boyle Capital Management's portfolio value fell 14% quarter-over-quarter to $788M.

Based on Schwerin Boyle Capital Management's 13F filing for Q1 2026, filed 14 May 2026.