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Rory O'Brien

Schwerin Boyle Capital Management Inc

Assets Managed
$787.984M
Holdings
47
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
-13.66%(2Q avg: -6.95%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Schwerin Boyle Capital Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Schwerin Boyle Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 787.984M in assets, with a quarterly growth rate of -13.66% and a 2-quarter average growth rate of -6.95%. The portfolio is managed by Rory O'Brien, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -10.67%
13.1%
$103.224M
215,409 shares@ $479.21 avg price
WFC
Wells Fargo & Co
Recent Activity
Decreased -12.4%
6.56%
$51.689M
649,281 shares@ $79.61 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -11.55%
5.7%
$44.843M
78,379 shares@ $572.13 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -31.34%
5.55%
$43.732M
152,450 shares@ $286.86 avg price
AXP
American Express Co
Recent Activity
Decreased -9.99%
5.51%
$43.377M
143,404 shares@ $302.49 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -6.69%
4.34%
$34.129M
201,162 shares@ $169.67 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -6.63%
4.17%
$32.832M
111,613 shares@ $294.16 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -11.19%
3.14%
$24.738M
49,510 shares@ $499.67 avg price
SPXC
Spx Technologies Inc
Recent Activity
Decreased -9.43%
3.05%
$23.983M
119,950 shares@ $199.94 avg price
AYI
Acuity Brands Inc
Recent Activity
Decreased -7.32%
2.64%
$20.754M
74,063 shares@ $280.23 avg price

1-10 of 47