SCHWERIN BOYLE CAPITAL MANAGEMENT INC
13F Reported Value
ⓘ$816.0M
Holdings
49
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 $GOOGL 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 (36.7% 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.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 73.8#126
Quality
$106.6M213,066 sh - 78.2#57
Quality
$52.2M147,745 sh - 61.8#752
Quality
$50.8M615,291 sh - 69.4
Quality
$47.2M139,529 sh - 79.6
Quality
$43.5M77,214 sh - 70.7
Quality
$36.0M109,913 sh - 69.2
Quality
$28.9M117,955 sh - 66.9
Quality
$27.4M72,688 sh - 57.9
Quality
$27.0M197,612 sh - —
Quality
$26.7M558,975 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $106.6M | 213,066 |
 Alphabet Inc.$GOOGL | 78.2#57 | $52.2M | 147,745 |
 WELLS FARGO & COMPANY/MN$WFC | 61.8#752 | $50.8M | 615,291 |
 AMERICAN EXPRESS CO$AXP | 69.4 | $47.2M | 139,529 |
 Meta Platforms, Inc.$META | 79.6 | $43.5M | 77,214 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $36.0M | 109,913 |
 SPX Technologies, Inc.$SPXC | 69.2 | $28.9M | 117,955 |
 ACUITY INC. (DE)$AYI | 66.9 | $27.4M | 72,688 |
 EXXON MOBIL CORP$XOM.R34088 | 57.9 | $27.0M | 197,612 |
 Sensata Technologies Holding plc$ST | — | $26.7M | 558,975 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SCHWERIN BOYLE CAPITAL MANAGEMENT INC's 49 positions.
Showing top 10 of 49 holdings.
Sector Allocation
Financials
$299.7M
Technology
$174.5M
Industrials
$137.9M
Energy
$66.1M
Consumer Staples
$37.0M
Communication Services
$35.6M
Other
$33.3M
Consumer Discretionary
$19.0M
Full Holdings — SCHWERIN BOYLE CAPITAL MANAGEMENT INC (Q2 2026)
All 49 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.B | BERKSHIRE HATHAWAY INC | $106.6M | 13.1% | -1% | 73.8 |
| 2 | $GOOGL | Alphabet Inc. | $52.2M | 6.4% | -3% | 78.2 |
| 3 | $WFC | WELLS FARGO & COMPANY/MN | $50.8M | 6.2% | -5% | 61.8 |
| 4 | $AXP | AMERICAN EXPRESS CO | $47.2M | 5.8% | -3% | 69.4 |
| 5 | $META | Meta Platforms, Inc. | $43.5M | 5.3% | -1% | 79.6 |
| 6 | $JPM | JPMORGAN CHASE & CO | $36.0M | 4.4% | -2% | 70.7 |
| 7 | $SPXC | SPX Technologies, Inc. | $28.9M | 3.5% | -2% | 69.2 |
| 8 | $AYI | ACUITY INC. (DE) | $27.4M | 3.4% | -2% | 66.9 |
| 9 | $XOM.R34088 | EXXON MOBIL CORP | $27.0M | 3.3% | -2% | 57.9 |
| 10 | $ST | Sensata Technologies Holding plc | $26.7M | 3.3% | -5% | — |
| 11 |  $MA | Mastercard Inc | $25.1M | 3.1% | -1% | 85.1 |
| 12 | — | SCHWAB INTL EQUITY ETF - INTL EQTY ETF | $17.5M | 2.1% | +0% | — |
| 13 |  $L | LOEWS CORP | $17.5M | 2.1% | -3% | 65.1 |
| 14 |  $AGCO | AGCO CORP /DE | $17.4M | 2.1% | -3% | 51.8 |
| 15 | — | VANGUARD FTSE EMERGING MARKET - FTSE EMR MKT ETF | $15.8M | 1.9% | +0% | — |
| 16 |  $GNTX | GENTEX CORP | $15.7M | 1.9% | +0% | 64.7 |
| 17 |  $VZ | VERIZON COMMUNICATIONS INC | $15.6M | 1.9% | -1% | 65.8 |
| 18 |  $PSX | Phillips 66 | $15.2M | 1.9% | -2% | 57.8 |
| 19 |  $KO | COCA COLA CO | $15.0M | 1.8% | -5% | 69.5 |
| 20 |  $XMTR | Xometry, Inc. | $14.6M | 1.8% | +0% | 48.3 |
| 21 |  $PFE | PFIZER INC | $12.8M | 1.6% | -3% | 62 |
| 22 |  $MCK | MCKESSON CORP | $12.1M | 1.5% | +0% | 63.4 |
| 23 |  $MTH | Meritage Homes CORP | $11.9M | 1.5% | NEW | — |
| 24 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $11.9M | 1.5% | -0% | 62.6 |
| 25 |  $SLB | SLB LIMITED/NV | $11.9M | 1.4% | -1% | 57.9 |
| 26 |  $ACN | Accenture plc | $11.2M | 1.4% | -2% | — |
| 27 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $10.4M | 1.3% | -1% | 59 |
| 28 |  $AMZN | AMAZON COM INC | $10.3M | 1.3% | +0% | 68.7 |
| 29 |  $LUV | SOUTHWEST AIRLINES CO | $9.5M | 1.2% | +0% | 55.9 |
| 30 |  $ALLE | Allegion plc | $8.9M | 1.1% | -1% | — |
| 31 |  $DG | DOLLAR GENERAL CORP | $8.7M | 1.1% | +0% | 59.5 |
| 32 |  $AEBI | Aebi Schmidt Holding AG | $8.7M | 1.1% | +0% | 51.4 |
| 33 |  $IT | GARTNER INC | $7.5M | 0.9% | -2% | 60.2 |
| 34 |  $FISV | FISERV INC | $7.0M | 0.8% | +0% | 60.7 |
| 35 |  $FWONA | Liberty Media Corp | $6.7M | 0.8% | -5% | 63.2 |
| 36 |  $MSFT | MICROSOFT CORP | $6.7M | 0.8% | -2% | 79.8 |
| 37 |  $COR | Cencora, Inc. | $6.5M | 0.8% | -2% | 61.1 |
| 38 |  $ICE | Intercontinental Exchange, Inc. | $5.5M | 0.7% | -2% | 73.7 |
| 39 |  $WT | WisdomTree, Inc. | $5.5M | 0.7% | +0% | 59.9 |
| 40 |  $EVTC | EVERTEC, Inc. | $5.4M | 0.7% | +0% | 60.5 |
| 41 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $5.2M | 0.6% | -0% | 64.1 |
| 42 |  $PYPL | PayPal Holdings, Inc. | $4.0M | 0.5% | -3% | 64.1 |
| 43 |  $SSD | Simpson Manufacturing Co., Inc. | $3.4M | 0.4% | NEW | 59.9 |
| 44 |  $BUD | Anheuser-Busch InBev SA/NV | $3.3M | 0.4% | -7% | — |
| 45 |  $LLYVA | Liberty Live Holdings, Inc. | $2.6M | 0.3% | -3% | 27.5 |
| 46 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.2% | +0% | 73.8 |
| 47 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $700,016 | 0.1% | -3% | 66.3 |
| 48 | $LLYVA | Liberty Live Holdings, Inc. | $342,538 | 0.0% | -5% | 27.5 |
| 49 |  $DNOW | DNOW Inc. | $161,762 | 0.0% | -2% | 48.8 |
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