Fund Universe

← Fund Universe

☆SCHWERIN BOYLE CAPITAL MANAGEMENT INC

CIK 0000937522 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.596
AUM ($M)
816
Positions
49
Turnover
0.11
Top-10 wt
55%
Herfindahl
0.045
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 50 positions · portfolio value $816M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆BRKB funds › BERKSHIRE HATH B TRIM — 13.1% -0.0% 106.6 213,066 -2,343 0 —
☆GOOG funds › ALPHABET, INC TRIM — 6.4% +0.8% 52.2 147,745 -4,705 0 —
☆WFC funds › WELLS FARGO TRIM — 6.2% -0.3% 50.8 615,291 -33,990 0 —
☆AXP funds › AMER EXPRESS TRIM — 5.8% +0.3% 47.2 139,529 -3,875 0 —
☆META funds › META PLATFORMS TRIM — 5.3% -0.4% 43.5 77,214 -1,165 0 —
☆JPM funds › JP MORGAN CHASE TRIM — 4.4% +0.2% 36.0 109,913 -1,700 0 —
☆CUSIP:78473E103 funds › SPX TECH. INC. TRIM — 3.5% +0.5% 28.9 117,955 -1,995 0 —
☆AYI funds › ACUITY INC. TRIM — 3.4% +0.7% 27.4 72,688 -1,375 0 —
☆XOM funds › EXXON MOBIL NEW — 3.3% +3.3% 27.0 197,612 +197,612 0 —
☆ST funds › SENSATA TECH TRIM — 3.3% +0.6% 26.7 558,975 -28,650 0 —
☆MA funds › MASTERCARD INC TRIM — 3.1% -0.1% 25.1 48,810 -700 0 —
☆SCHF funds › SCHWAB INTL EQUITY ETF HOLD — 2.1% +0.2% 17.5 632,381 +0 0 —
☆L funds › LOEWS CORP TRIM — 2.1% -0.0% 17.5 154,251 -4,325 0 —
☆AGCO funds › AGCO CORP TRIM — 2.1% -0.1% 17.4 145,436 -4,900 0 —
☆VWO funds › VANGUARD FTSE EMERGING MARKET HOLD — 1.9% +0.1% 15.8 264,964 +0 0 —
☆GNTX funds › GENTEX CORP HOLD — 1.9% +0.2% 15.7 621,286 +0 0 —
☆VZ funds › VERIZON COMM TRIM — 1.9% -0.5% 15.6 369,064 -3,550 0 —
☆PSX funds › PHILLIPS 66 TRIM — 1.9% -0.3% 15.2 89,788 -1,775 0 —
☆KO funds › COCA COLA TRIM — 1.8% -0.0% 15.0 184,920 -9,750 0 —
☆XMTR funds › XOMETRY INC-A HOLD — 1.8% +1.0% 14.6 151,127 +0 0 —
☆PFE funds › PFIZER INC TRIM — 1.6% -0.4% 12.8 529,743 -14,100 0 —
☆MCK funds › MCKESSON CORP HOLD — 1.5% -0.3% 12.1 16,000 +0 0 —
☆MTH funds › MERITAGE HOMES NEW — 1.5% +1.5% 11.9 142,423 +142,423 0 —
☆OXY funds › OCCIDENTAL PETRO TRIM — 1.5% -0.6% 11.9 245,660 -950 0 —
☆SLB funds › SLB TRIM — 1.5% -0.2% 11.9 255,095 -2,875 0 —
☆ACN funds › ACCENTURE PLC TRIM — 1.4% -0.9% 11.2 90,024 -1,375 0 —
☆CHTR funds › CHARTER COMM. TRIM — 1.3% -0.8% 10.4 72,995 -1,100 0 —
☆AMZN funds › AMAZON.COM HOLD — 1.3% +0.1% 10.3 43,150 +0 0 —
☆LUV funds › SOUTHWEST AIR HOLD — 1.2% +0.3% 9.5 183,927 +0 0 —
☆ALLE funds › ALLEGION PLC TRIM — 1.1% -0.1% 8.9 63,323 -800 0 —
☆DG funds › DOLLAR GENERAL HOLD — 1.1% -0.1% 8.7 75,958 +0 0 —
☆AEBI funds › AEBI-SCHMIDT HOLD — 1.1% +0.2% 8.7 691,953 +0 0 —
☆IT funds › GARTNER INC TRIM — 0.9% -0.3% 7.5 57,544 -932 0 —
☆FISV funds › FISERV INC HOLD — 0.9% -0.2% 7.0 141,718 +0 0 —
☆FWONK funds › LIBERTY MED FORM 1 TRIM — 0.8% +0.0% 6.7 70,525 -3,750 0 —
☆MSFT funds › MICROSOFT TRIM — 0.8% -0.0% 6.7 17,960 -450 0 —
☆COR funds › CENCORA INC TRIM — 0.8% -0.1% 6.5 23,137 -400 0 —
☆ICE funds › INTERCONT'L EXCH TRIM — 0.7% -0.2% 5.5 45,025 -1,075 0 —
☆DFJ funds › WISDOMTREE JPN S HOLD — 0.7% -0.0% 5.5 52,336 +0 0 —
☆EVTC funds › EVERTEC, INC HOLD — 0.7% -0.0% 5.4 194,727 +0 0 —
☆CTSH funds › COGNIZANT TECH TRIM — 0.6% -0.4% 5.2 133,364 -600 0 —
☆PYPL funds › PAYPAL HOLDINGS TRIM — 0.5% -0.1% 4.0 92,638 -2,625 0 —
☆CUSIP:829073105 funds › SIMPSON MFG. NEW — 0.4% +0.4% 3.4 16,400 +16,400 0 —
☆BUD funds › ANHEUSER BUSCH TRIM — 0.4% +0.0% 3.3 40,352 -2,900 0 —
☆LLYVA funds › LIBERTY LIVE A TRIM — 0.3% +0.0% 2.6 25,218 -700 0 —
☆CUSIP:084670108 funds › BERKSHIRE HATH A HOLD — 0.2% +0.0% 1.5 2 +0 0 —
☆WAB funds › WABTEC CORP TRIM — 0.1% +0.0% 0.7 2,596 -78 0 —
☆LLYVK funds › LIBERTY LIVE C TRIM — 0.0% +0.0% 0.3 3,242 -159 0 —
☆DNOW funds › NOW INC TRIM — 0.0% +0.0% 0.2 12,472 -212 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL EXIT — 0.0% -4.3% 0.0 0 -201,162 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 816 49 0.11 55% 0.045 0.594 — in
2026Q1 788 47 0.09 54% 0.045 0.624 — in
2025Q4 913 46 0.06 58% 0.050 0.691 — in
2025Q3 915 47 0.07 55% 0.047 0.663 — in
2025Q2 897 51 0.08 55% 0.047 0.674 — entered
2025Q1 970 53 0.00 56% 0.056 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status