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Schwerin Boyle Capital Management Inc.

CIK 937522 · latest 13F filed 7 August 2026 · Read the filing on EDGAR

Schwerin Boyle Capital Management Inc. reported 49 US-listed holdings worth $816.0 million in its 13F for the quarter ended 30 June 2026, filed 7 August 2026. Its largest: Berkshire Hathaway Inc. Class B (13.1%), Alphabet Inc. (6.4%) and Wells Fargo & Company (6.2%). Against the quarter before, it opened 3 positions, added to 0, trimmed 33 and sold out of 1.

Reported holdings$816.0M+3.6% on Q1 2026
Positions49+2 on Q1 2026
The largest ten54.7%of its reported holdings
Latest 13FQ2 2026filed 7 August 2026
Where the money is
OpenedHeldTrimmed
BRKB13.1%GOOG6.4%WFC6.2%AXP5.8%META5.3%JPM4.4%SPXC3.5%AYI3.4%XOM3.3%ST3.3%MA3.1%SCHF2.1%L2.1%AGCO2.1%35 more35.8%

The 14 largest of its 49 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $954.6 million in 53 positions$955MQ3 24Q4 2024: $974.9 million in 53 positions$975MQ4 24Q1 2025: $970.1 million in 53 positions$970MQ1 25Q2 2025: $897.0 million in 51 positions$897MQ2 25Q3 2025: $914.9 million in 47 positions$915MQ3 25Q4 2025: $912.7 million in 46 positions$913MQ4 25Q1 2026: $788.0 million in 47 positions$788MQ1 26Q2 2026: $816.0 million in 49 positions$816MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +11.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +11.3%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 3Held 13Trimmed 33Sold out 1
Opened: 3Held: 13Trimmed: 33Sold out: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 3

  1. ExxonMobil Holdings Corp. XOM$27.0 million
  2. Meritage Homes Corp. MTH$11.9 million
  3. Simpson Manufacturing Co., Inc. SSD$3.4 million

Trimmed 33

  1. Wells Fargo & Company WFC-33,990 shares · -5%
  2. Alphabet Inc. GOOG-4,705 shares · -3%
  3. Sensata Technologies Holding plc ST-28,650 shares · -5%
  4. American Express Co. AXP-3,875 shares · -3%
  5. Berkshire Hathaway Inc. Class B BRKB-2,343 shares · -1%
  6. Coca-Cola Co. KO-9,750 shares · -5%
  7. Meta Platforms, Inc. META-1,165 shares · -1%
  8. Agco Corp. AGCO-4,900 shares · -3%

and 25 more in the table below

Sold out of 1

  1. ExxonMobil Holdings Corp. XOM$34.1 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Berkshire Hathaway Inc. Class B BRKB213.1K$106.6 million13.07%-2.3K
Alphabet Inc. GOOG147.7K$52.2 million6.40%-4.7K
Wells Fargo & Company WFC615.3K$50.8 million6.23%-34.0K
American Express Co. AXP139.5K$47.2 million5.78%-3.9K
Meta Platforms, Inc. META77.2K$43.5 million5.33%-1.2K
JPMorgan Chase & Co. JPM109.9K$36.0 million4.41%-1.7K
SPX Technologies, Inc. SPXC118.0K$28.9 million3.54%-2.0K
Acuity Inc. (De) AYI72.7K$27.4 million3.36%-1.4K
ExxonMobil Holdings Corp. XOM197.6K$27.0 million3.31%new
Sensata Technologies Holding plc ST559.0K$26.7 million3.27%-28.6K
Mastercard Inc. MA48.8K$25.1 million3.07%-700
Schwab Strategic Trust SCHF632.4K$17.5 million2.15%no change
Loews Corp. L154.3K$17.5 million2.14%-4.3K
Agco Corp. AGCO145.4K$17.4 million2.13%-4.9K
Vanguard Ftse Emerging Markets VWO265.0K$15.8 million1.94%no change
Gentex Corp. GNTX621.3K$15.7 million1.92%no change
Verizon Communications Inc. VZ369.1K$15.6 million1.92%-3.5K
Phillips 66 PSX89.8K$15.2 million1.86%-1.8K
Coca-Cola Co. KO184.9K$15.0 million1.84%-9.8K
Xometry Inc. XMTR151.1K$14.6 million1.79%no change
Pfizer Inc. PFE529.7K$12.8 million1.56%-14.1K
McKesson Corp. MCK16.0K$12.1 million1.48%no change
Meritage Homes Corp. MTH142.4K$11.9 million1.46%new
Occidental Petroleum Corp. OXY245.7K$11.9 million1.46%-950
SLB Limited SLB255.1K$11.9 million1.45%-2.9K
Accenture plc ACN90.0K$11.2 million1.37%-1.4K
Charter Communications, Inc. CHTR73.0K$10.4 million1.27%-1.1K
Amazon.com Inc. AMZN43.1K$10.3 million1.26%no change
Southwest Airlines Co. LUV183.9K$9.5 million1.16%no change
Allegion plc ALLE63.3K$8.9 million1.09%-800
Dollar General Corp. DG76.0K$8.7 million1.07%no change
Aebi Schmidt Hldg AG F AEBI692.0K$8.7 million1.06%no change
Gartner Inc. IT57.5K$7.5 million0.91%-932
Fiserv Inc. FISV141.7K$7.0 million0.85%no change
Liberty Media Corp. Del FWONK70.5K$6.7 million0.82%-3.8K
Microsoft Corp. MSFT18.0K$6.7 million0.82%-450
Cencora, Inc. COR23.1K$6.5 million0.80%-400
Intercontinental Exchange, Inc. ICE45.0K$5.5 million0.68%-1.1K
Wisdomtree Trust DFJ52.3K$5.5 million0.68%no change
Evertec, Inc. EVTC194.7K$5.4 million0.66%no change
Cognizant Technology Solutions Corp. CTSH133.4K$5.2 million0.63%-600
PayPal Holdings, Inc. PYPL92.6K$4.0 million0.49%-2.6K
Simpson Manufacturing Co., Inc. SSD16.4K$3.4 million0.42%new
Anheuser-Busch InBev SA/NV BUD40.4K$3.3 million0.41%-2.9K
Liberty Live Holdings, Inc. LLYVA25.2K$2.6 million0.31%-700
Berkshire Hathaway Inc. Del2$1.5 million0.18%no change
Westinghouse Air Brake Technologies Corp. WAB2.6K$700,0160.09%-78
Liberty Live Hldgs Inc. LLYVK3.2K$342,5380.04%-159
Dnow Inc. DNOW12.5K$161,7620.02%-212
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.