SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Sector Allocation
- Financials37.6%$306.7M
- Technology22.8%$185.7M
- Industrials14.7%$119.7M
- Energy8.1%$66.1M
- Consumer Staples5.6%$45.7M
- Communication Services4.4%$35.6M
- Other4.1%$33.3M
- Healthcare1.6%$12.8M
- Consumer Discretionary1.3%$10.3M
AUM History
13fpro.ai/research/fund/schwerin-boyle-capital-management-inc-937522
Conviction and streaks
Stable · top 10 = 54.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
BRK.B
$106.6MGOOG
$52.2MWFC
$50.8MAXP
$47.2MMETA
$43.5MJPM
$36.0MSPXC
$28.9MAYI
$27.4MXOM.R34088
$27.0MST
$26.7MMA
$25.1M- SCHWAB$17.5M
L
$17.5MAGCO
$17.4M- VANGUARD$15.8M
GNTX
$15.7MVZ
$15.6MPSX
$15.2MKO
$15.0MXMTR
$14.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/schwerin-boyle-capital-management-inc-937522
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 13F holdings — Q2 2026
$816.0M portfolio (+3.5% QoQ) · 49 holdings · Q2 2026 13F · top 10 are 55% of the stock portfolio
$106.6M
13.1% of stocks
-1%This quarter—Since filed7+ qtrsHeldAIQuality73.4#124Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$52.2M
6.4% of stocks
-3%This quarter-10.4%Since filed7+ qtrsHeld$50.8M
6.2% of stocks
-5%This quarter-5.3%Since filed7+ qtrsHeldAIQuality62.6#681Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$47.2M
5.8% of stocks
-3%This quarter-8.2%Since filed7+ qtrsHeldAIQuality69.9#233Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$43.5M
5.3% of stocks
-1%This quarter+4.7%Since filed7+ qtrsHeld$36.0M
4.4% of stocks
-2%This quarter-6.1%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$28.9M
3.5% of stocks
-2%This quarter-23.5%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 6 qtrs in a row$27.4M
3.4% of stocks
-2%This quarter-10.1%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$27.0M
3.3% of stocks
-2%This quarter—Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$26.7M
3.3% of stocks
-5%This quarter-9.3%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — SCHWERIN BOYLE CAPITAL MANAGEMENT INC (Q2 2026)
49 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Mastercard Inc | Financials | $25.1M | 3.1% | 49K | -1% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | SCHWAB INTL EQUITY ETF - INTL EQTY ETFetf/fund | — | $17.5M | 2.1% | 632K | — | — | — | 13F |
| 13 | LOEWS CORP | Financials | $17.5M | 2.1% | 154K | -3% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AGCO CORP /DE | Industrials | $17.4M | 2.1% | 145K | -3% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANGUARD FTSE EMERGING MARKET - FTSE EMR MKT ETFetf/fund | — | $15.8M | 1.9% | 265K | — | — | — | 13F |
| 16 | GENTEX CORP | Industrials | $15.7M | 1.9% | 621K | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | VERIZON COMMUNICATIONS INC | Communication Services | $15.6M | 1.9% | 369K | -1.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Phillips 66 | Energy | $15.2M | 1.9% | 90K | -2% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | COCA COLA CO | Consumer Staples | $15.0M | 1.8% | 185K | -5% | 6 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Xometry, Inc. | Industrials | $14.6M | 1.8% | 151K | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | PFIZER INC | Healthcare | $12.8M | 1.6% | 530K | -3% | 7+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | MCKESSON CORP | Consumer Staples | $12.1M | 1.5% | 16K | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Meritage Homes CORP | Industrials | $11.9M | 1.5% | 142K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $11.9M | 1.5% | 246K | -0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SLB LIMITED/NV | Energy | $11.9M | 1.4% | 255K | -1% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ACN | Accenture plc | Technology | $11.2M | 1.4% | 90K | -2% | |||
| 27 | $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | Communication Services | $10.4M | 1.3% | 73K | -1% | |||
| 28 | $AMZN | AMAZON COM INC | Consumer Discretionary | $10.3M | 1.3% | 43K | — | |||
| 29 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $9.5M | 1.2% | 184K | — | |||
| 30 | $ALLE | Allegion plc | Industrials | $8.9M | 1.1% | 63K | -1% | |||
| 31 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $8.7M | 1.1% | 76K | — | |||
| 32 | $AEBI | Aebi Schmidt Holding AG | Industrials | $8.7M | 1.1% | 692K | — | |||
| 33 | $IT | GARTNER INC | Technology | $7.5M | 0.9% | 58K | -2% | |||
| 34 | $FISV | FISERV INC | Financials | $7.0M | 0.8% | 142K | — | |||
| 35 | $FWONA | Liberty Media Corp | Communication Services | $6.7M | 0.8% | 71K | -5% | |||
| 36 | $MSFT | MICROSOFT CORP | Technology | $6.7M | 0.8% | 18K | -2% | |||
| 37 | $COR | Cencora, Inc. | Consumer Staples | $6.5M | 0.8% | 23K | -2% | |||
| 38 | $ICE | Intercontinental Exchange, Inc. | Financials | $5.5M | 0.7% | 45K | -2% | |||
| 39 | $WT | WisdomTree, Inc. | Financials | $5.5M | 0.7% | 52K | — | |||
| 40 | $EVTC | EVERTEC, Inc. | Technology | $5.4M | 0.7% | 195K | — | |||
| 41 | $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | $5.2M | 0.6% | 133K | -0.4% | |||
| 42 | $PYPL | PayPal Holdings, Inc. | Financials | $4.0M | 0.5% | 93K | -3% | |||
| 43 | $SSD | Simpson Manufacturing Co., Inc. | Industrials | $3.4M | 0.4% | 16K | New | |||
| 44 | $BUD | Anheuser-Busch InBev SA/NV | Consumer Staples | $3.3M | 0.4% | 40K | -7% | |||
| 45 | $LLYVA | Liberty Live Holdings, Inc. | Communication Services | $2.6M | 0.3% | 25K | -3% | |||
| 46 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.2% | 2 | — | |||
| 47 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $700K | 0.1% | 2,596 | -3% | |||
| 48 | $LLYVA | Liberty Live Holdings, Inc. | Communication Services | $343K | 0.0% | 3,242 | -5% | |||
| 49 | $DNOW | DNOW Inc. | Energy | $162K | 0.0% | 12K | -2% |
What changed in Q2 2026
Against the previous quarter's 13F: 2 new, 0 added to, 34 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
Added to (0)
No positions added to this quarter.
Trimmed (34)
now $50.8M · held 7+ qtrs, 2 trims in a row
now $52.2M · held 7+ qtrs, 5 trims in a row
now $26.7M · held 7+ qtrs, 2 trims in a row
now $47.2M · held 7+ qtrs, 3 trims in a row
now $106.6M · held 7+ qtrs, 2 trims in a row
now $15.0M · held 6 qtrs, 2 trims in a row
+28 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F SCHWERIN BOYLE CAPITAL MANAGEMENT INC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow SCHWERIN BOYLE CAPITAL MANAGEMENT?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of SCHWERIN BOYLE CAPITAL MANAGEMENT's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-7.7%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 10% over the last 4
Top 10 weight
55%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SCHWERIN BOYLE CAPITAL MANAGEMENT INC disclosed 49 positions worth $816.0M in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 13.1% of the equity portfolio, followed by $GOOG and $WFC. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $MTH. The portfolio is most concentrated in Financials (37.6% of disclosed assets). All figures are sourced directly from SCHWERIN BOYLE CAPITAL MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 937522.
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