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SCHWERIN BOYLE CAPITAL MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SCHWERIN BOYLE CAPITAL MANAGEMENT INC

报告期 2026-03-31 · CIK 0000937522

持仓数

47

前50大市值合计

$788.0M

报告期

2026-03-31

当前持仓调仓

前 47 大持仓

标的

类型

市值

股数

占比*

BRK/B BERKSHIRE HATH B

COM

$103.2M

215,409

13.1%

WFC WELLS FARGO

COM

$51.7M

649,281

6.6%

META META PLATFORMS

COM

$44.8M

78,379

5.7%

GOOG ALPHABET, INC

COM

$43.7M

152,450

5.5%

AXP AMER EXPRESS

COM

$43.4M

143,404

5.5%

— EXXON MOBIL

COM

$34.1M

201,162

4.3%

JPM JP MORGAN CHASE

COM

$32.8M

111,613

4.2%

MA MASTERCARD INC

COM

$24.7M

49,510

3.1%

SPXC SPX TECH. INC.

COM

$24.0M

119,950

3.0%

AYI ACUITY INC.

COM

$20.8M

74,063

2.6%

— SENSATA TECH

COM

$20.7M

587,625

2.6%

VZ VERIZON COMM

COM

$18.7M

372,614

2.4%

— ACCENTURE PLC

COM

$18.1M

91,399

2.3%

AGCO AGCO CORP

COM

$17.4M

150,336

2.2%

L LOEWS CORP

COM

$16.9M

158,576

2.1%

PSX PHILLIPS 66

COM

$16.7M

91,563

2.1%

OXY OCCIDENTAL PETROLEUM

COM

$16.0M

246,610

2.0%

CHTR CHARTER COMM.

COM

$16.0M

74,095

2.0%

SCHF SCHWAB INTL EQUITY ETF

INTL EQTY ETF

$15.7M

632,381

2.0%

PFE PFIZER INC

COM

$15.3M

543,843

1.9%

KO COCA COLA

COM

$14.8M

194,670

1.9%

VWO VANGUARD FTSE EMERGING MARKET

FTSE EMR MKT ETF

$14.3M

264,964

1.8%

MCK MCKESSON CORP

COM

$13.8M

16,000

1.8%

GNTX GENTEX CORP

COM

$13.6M

621,286

1.7%

SLB SLB

COM

$13.3M

257,970

1.7%

— ALLEGION PLC

COM

$9.3M

64,123

1.2%

IT GARTNER INC

COM

$9.3M

58,476

1.2%

DG DOLLAR GENERAL

COM

$9.0M

75,958

1.1%

AMZN AMAZON.COM

COM

$9.0M

43,150

1.1%

CTSH COGNIZANT TECH

COM

$8.2M

133,964

1.0%

FISV FISERV INC

COM

$7.9M

141,718

1.0%

COR CENCORA INC

COM

$7.4M

23,537

0.9%

ICE INTERCONT'L EXCH

COM

$7.3M

46,100

0.9%

LUV SOUTHWEST AIR

COM

$6.9M

183,927

0.9%

MSFT MICROSOFT

COM

$6.8M

18,410

0.9%

— AEBI-SCHMIDT

COM

$6.7M

691,953

0.9%

FWONK LIBERTY MED FORM 1

COM

$6.3M

74,275

0.8%

XMTR XOMETRY INC-A

COM

$6.2M

151,127

0.8%

EVTC EVERTEC, INC

COM

$5.5M

194,727

0.7%

DFJ WISDOMTREE JPN S

JP SMALLCP DIV

$5.3M

52,336

0.7%

PYPL PAYPAL HOLDINGS

COM

$4.3M

95,263

0.5%

BUD ANHEUSER BUSCH

COM

$3.0M

43,252

0.4%

LLYVA LIBERTY LIVE A

COM

$2.4M

25,918

0.3%

BRK/A BERKSHIRE HATH A

COM

$1.4M

2

0.2%

WAB WABTEC CORP

COM

$668.3K

2,674

0.1%

LLYVK LIBERTY LIVE C

COM

$320.1K

3,401

0.0%

DNOW NOW INC

COM

$151.1K

12,684

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

41%前 6 大占比

BRK/B13.1%WFC6.6%META5.7%GOOG5.5%AXP5.5%EXXON MOBIL4.3%