$817 Million is the total value of SCHWERIN BOYLE CAPITAL MANAGEMENT INC's 62 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KO | New | COCA COLA | $15,382,000 | – | 362,450 | +100.0% | 1.88% | – |
| WSBF | New | WATERSTONE FNCL | $4,897,000 | – | 268,353 | +100.0% | 0.60% | – |
| BHLB | New | BERKSHIRE HILLS | $4,413,000 | – | 122,400 | +100.0% | 0.54% | – |
| UBNK | New | UNITED FINL BANC | $340,000 | – | 20,000 | +100.0% | 0.04% | – |
| RLGY | New | REALOGY HOLDINGS | $225,000 | – | 7,550 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATH B | 42 | Q3 2023 | 15.1% |
| ACCENTURE PLC | 42 | Q3 2023 | 7.1% |
| AMER EXPRESS | 42 | Q3 2023 | 6.8% |
| WELLS FARGO | 42 | Q3 2023 | 7.0% |
| MASTERCARD INC | 42 | Q3 2023 | 6.4% |
| GARTNER INC | 42 | Q3 2023 | 5.1% |
| JP MORGAN CHASE | 42 | Q3 2023 | 3.3% |
| MICROSOFT | 42 | Q3 2023 | 2.1% |
| PHILLIPS 66 | 42 | Q3 2023 | 2.1% |
| COGNIZANT TECH | 42 | Q3 2023 | 1.6% |
View SCHWERIN BOYLE CAPITAL MANAGEMENT INC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Omega Flex, Inc. | February 10, 2010 | 496,614 | 4.9% |
| MESTEK INC | February 09, 2006 | 569,122 | 6.5% |
| CENTER FINANCIAL CORP | April 20, 2005 | ? | ? |
| HANMI FINANCIAL CORP | February 12, 2002 | 883,461 | 7.0% |
| NATIONAL GOLF PROPERTIES INC | February 12, 2002 | 496,725 | 3.8% |
View SCHWERIN BOYLE CAPITAL MANAGEMENT INC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View SCHWERIN BOYLE CAPITAL MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.