SCHWERIN BOYLE CAPITAL MANAGEMENT INC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for SCHWERIN BOYLE CAPITAL MANAGEMENT INC with $914.9M in long positions as of Q3 2025, 38% allocated to Financial Services, and 55% concentrated in top 10 positions.

Portfolio Value: $914.9M
Top 10 Concentration: 55%
Top Sector: Financial Services (38%)
US Exposure: 96%
Market Cap Focus: Mega Cap
Countries: 2

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Financial Services

37.50%

Communication Services

17.20%

Industrials

10.50%

Technology

9.80%

Energy

7.50%

Healthcare

4.70%

ETF

4.20%

Consumer Cyclical

4.00%

Consumer Defensive

2.60%

Industry Breakdown

28 industries across all sectors

Insurance - Diversified

Financial Services

13.54%

Internet Content & Information

Communication Services

13.22%

Banks - Diversified

Financial Services

10.99%

Financial - Credit Services

Financial Services

10.08%

Information Technology Services

Technology

5.69%

ETF

4.16%

Industrial - Machinery

Industrials

3.75%

Electrical Equipment & Parts

Industrials

3.04%

Medical - Distribution

Healthcare

3.00%

Telecommunications Services

Communication Services

2.77%

Oil & Gas Integrated

Energy

2.68%

Oil & Gas Exploration & Production

Energy

2.31%

Market Cap Distribution

Mega Cap (> $200B)

52.41%

Large Cap ($10B - $200B)

27.19%

Mid Cap ($2B - $10B)

13.09%

Small Cap ($300M - $2B)

1.08%

Nano Cap (< $50M)

1.02%

N/A (ETF or Unknown)

5.21%

Portfolio Concentration

Top 10 Holdings %

55.46%

Top 20 Holdings %

76.3%

Top 50 Holdings %

100.0%

Top 100 Holdings %

100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)

95.91%

International

4.09%

Countries

Largest Int'l Market

Ireland - 4.09%

United States of America

95.91% ($877.5M)

45 holdings

Ireland

4.09% ($37.4M)

2 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10: 35.4 quarters
Avg. Top 20: 32.9 quarters
Avg. All Positions: 24.6 quarters
Median Holding Period: 23 quarters
Persistence Rate: 93.62%
Persistent Holdings Weight: 96.59%
Persistent Positions: 44
Longest Held: PHILLIPS 66PSX - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position: 0.91%
Avg. Position Weight: 2.13%
Largest Position: BERKSHIRE HATHAWAY Class BBRK.B - 13.38%
Largest Ownership Stake: Aebi Schmidt Holding AG Common StockAEBI - 1.00%
Avg. Ownership Stake: 0.08%
Ownership Stake >5%: 0
Ownership Stake >1%: 1

Historical (Since Q2 2013)

Avg. New Position: 1.42%
Avg. Ownership Stake: 0.11%
Largest Position: BERKSHIRE HATHAWAY Class BBRK.B - 17.60% (Q1 2025)
Largest Ownership Stake: Omega Flex, Inc.OFLX - 3.67% (Q2 2013)

Portfolio Turnover

Current Quarter

Turnover Ratio: 3.6%
Value Traded: $32.82M
Positions Added: 2
Positions Exited: 6

Historical (Since Q2 2013)

Avg. Turnover Ratio: 5.0%
Avg. Positions Added: 3
Avg. Positions Exited: 3
Highest Turnover: 16.4%
Q3 2023
Lowest Turnover: 0.4%
Q4 2024

SCHWERIN BOYLE CAPITAL MANAGEMENT INC Portfolio Analytics

Composition Analysis

Sector Allocation

Industry Breakdown

Filter by Sector

Market Cap Distribution

Portfolio Concentration

Geographic Exposure

Holding Behavior

Portfolio Stability & Commitment

Position Sizing & Influence

Current Quarter

Historical (Since Q2 2013)

Portfolio Turnover

Current Quarter

Historical (Since Q2 2013)

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