SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Hedge Fund • Multi-Strategy

SCHWERIN BOYLE CAPITAL MANAGEMENT INC is a Multi-Strategy Hedge Fund based in Springfield, MA led by Rory Patrick Obrien, reporting $1.2B in AUM as of Q3 2025 with 38% Financial Services concentration and 55% concentrated in top 10 holdings.

PresidentRory Patrick Obrien

Portfolio Value: $914.9M
Positions: 47
Top Holding: BRK.B at 13.38%
Last Reported: Q3 2025

AddressOne Monarch Place, Suite 700, 1414 Main Street, Springfield, MA, 01144-0700, United States

Top Holdings

Largest long holdings in SCHWERIN BOYLE CAPITAL MANAGEMENT INC's portfolio (55.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$122.4M	13.38%	-$2.2M Sold	0.01% 243.5K shares	Q4 2019 Held for 5y 11m
2 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$65.6M	7.17%	-$1.9M Sold	0.00% 89.4K shares	Q1 2020 Held for 5y 8m
3 Wells Fargo & Company WFC	Banks - Diversified Financial Services	$62.6M	6.84%	-$264.0K Sold	0.02% 746.7K shares	≤ Q2 2013 Held for 12y 5m+
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$55.3M	6.04%	-$1.2M Sold	0.00% 227.0K shares	Q1 2019 Held for 6y 8m
5 American Express AXP	Financial - Credit Services Financial Services	$53.6M	5.85%	-$187.7K Sold	0.02% 161.3K shares	≤ Q2 2013 Held for 12y 5m+
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$38.0M	4.15%	-$1.3M Sold	0.00% 120.4K shares	≤ Q2 2013 Held for 12y 5m+
7 Mastercard MA	Financial - Credit Services Financial Services	$31.9M	3.48%	-$262.8K Sold	0.01% 56.0K shares	≤ Q2 2013 Held for 12y 5m+
8 Acuity Brands AYI	Electrical Equipment & Parts Industrials	$27.8M	3.04%	-$490.8K Sold	0.26% 80.7K shares	Q3 2023 Held for 2y 2m
9 Accenture ACN	Information Technology Services Technology	$25.2M	2.75%	-$148.0K Sold	0.02% 102.2K shares	≤ Q2 2013 Held for 12y 5m+
10 SPX Technologies SPXC	Industrial - Machinery Industrials	$25.1M	2.74%	-$784.5K Sold	0.27% 134.3K shares	Q1 2018 Held for 7y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SCHWERIN BOYLE CAPITAL MANAGEMENT INC's latest filing

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Market Value

$914.9M

Prior: $897.0M

Q/Q Change

+2.0%

+$17.9M

Net Flows % of MV

-0.974%

Turnover Ratio

3.59%

New Purchases

2 stocks

$16.6M

Added To

2 stocks

+$11.8M

Sold Out Of

6 stocks

$22.2M

Reduced Holdings

28 stocks

-$15.0M

Increased Positions

Position	Shares Δ	Change
1 Aebi Schmidt Holding AG Common Stock AEBI	New	0 → 774.1K +$9.7M
2 FISV Fiserv, Inc. Common Stock FISV	New	0 → 53.7K +$6.9M
3 Occidental Petroleum OXY	+105.64%	217.4K → 447.0K +$10.8M
4 PayPal Holdings, Inc. PYPL	+16.15%	86.9K → 100.9K +$940.5K

Decreased Positions

Position	Shares Δ	Change
1 The Shyft Group SHYF	Sold	744.2K → 0 −$9.3M
2 Altria Group MO	Sold	118.7K → 0 −$7.0M
3 Ansys ANSS	Sold	9.1K → 0 −$3.2M
4 Sirius XM SIRI	Sold	102.1K → 0 −$2.3M
5 Apple AAPL	Sold	1.0K → 0 −$206.6K