SCHWERIN BOYLE CAPITAL MANAGEMENT INC

SPRINGFIELD, MA Investment Advisor Hedge Fund How do I update this listing?

Schwerin Boyle Capital Management is based out of Springfield. Schwerin Boyle Capital Management is a large advisory firm with 226 clients and discretionary assets under management (AUM) of $1,053,322,529 (Form ADV from 2018-03-29). Their last reported 13F filing for Q4 2018 included $796,518,000 in managed 13F securities and a top 10 holdings concentration of 50.79%. Schwerin Boyle Capital Management's largest holding is Berkshire Hathaway Inc Class B with shares held of 429,414. Schwerin Boyle Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 73 13F filings, and 7 13G filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $796.518 Million
  • Prior Market Value $941.56 Million
  • New Purchases1 stock
  • Additional Purchases8 stocks
  • Sold out of4 stocks
  • Reduced holdings in32 stocks
  • Top 10 Holdings % 50.79 %
  • Turnover % [1]:8.62%
  • Turnover Alt % [2]: 7.92 %
  • Time Held Top20:25.20 quarters
  • Time Held Top10:28.40 quarters
  • Time Held All:21.98 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: -2.24%
Performance Last 4 Quarters: -0.39%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR/A (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
Classified as Hedge Fund
ONE MONARCH PLACE, SUITE 700 1414 MAIN STREET
SPRINGFIELD MA    01144-0700
Country: United States

Business Phone: 413-784-0990
Fax: 413-785-5982
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MA
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 226
Amount of client funds and securities by related persons: 247,147,000
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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SCHWERIN BOYLE CAPITAL MANAGEMENT INC

ownership team - last updated 2017-08-16
Name Title Start Date Direct/Indirect % Ownership
OBRIEN, RORY, PATRICK VP, CHIEF COMPLIANCE OFFICER 08/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCHWERIN BOYLE CAPITAL MANAGEMENT INC VP, CHIEF COMPLIANCE OFFICER direct 2015-08-01
TEEL, RICHARD, EPTA VP, PORTFOLIO MANAGER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCHWERIN BOYLE CAPITAL MANAGEMENT INC VP, PORTFOLIO MANAGER direct 2013-04-01
HENSHON, ANDREW, THOMAS VP, CHIEF INVESTMENT OFFICER 10/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SCHWERIN BOYLE CAPITAL MANAGEMENT INC VP, CHIEF INVESTMENT OFFICER direct 2014-10-01
BOYLE, DANIEL, PATRICK PRESIDENT 01/01/2007 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SCHWERIN BOYLE CAPITAL MANAGEMENT INC PRESIDENT direct 2007-01-01
SCHWERIN BOYLE CAPITAL MANAGEMENT INC VICE PRESIDENT direct 1989-07-01 2006-09-08
SCHWERIN BOYLE CAPITAL MANAGEMENT INC PRESIDENT, INTERIM CHIEF OPERATING OFFICER direct 2007-01-01 2015-08-26

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DOUBLE PLAY PARTNERS L.P. United States 805-8447433340 Hedge Fund 218,112,203 1,000,000

WhaleScore history for SCHWERIN BOYLE CAPITAL MANAGEMENT INC

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