Schwerin Boyle Capital Management
Latest statistics and disclosures from Schwerin Boyle Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, GOOG, WFC, AXP, META, and represent 36.81% of Schwerin Boyle Capital Management's stock portfolio.
- Added to shares of these 3 stocks: Exxon Mobil Corp (+$27M), MTH (+$12M), SSD.
- Started 3 new stock positions in SSD, Exxon Mobil Corp, MTH.
- Reduced shares in these 10 stocks: , WFC, GOOG, ST, AXP, BRK.B, KO, META, AGCO, JPM.
- Sold out of its position in XOM.
- Schwerin Boyle Capital Management was a net seller of stock by $-7.3M.
- Schwerin Boyle Capital Management has $816M in assets under management (AUM), dropping by 3.55%.
- Central Index Key (CIK): 0000937522
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Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 49 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 13.1 | $107M | 213k | 500.39 |
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| Alphabet Inc Class C cs (GOOG) | 6.4 | $52M | -3% | 148k | 353.33 |
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| Wells Fargo & Company (WFC) | 6.2 | $51M | -5% | 615k | 82.64 |
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| American Express Company (AXP) | 5.8 | $47M | -2% | 140k | 338.25 |
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| Facebook Inc cl a (META) | 5.3 | $44M | 77k | 563.29 |
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| JPMorgan Chase & Co. (JPM) | 4.4 | $36M | 110k | 327.33 |
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| Spx Corp (SPXC) | 3.5 | $29M | 118k | 245.17 |
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| Acuity Brands (AYI) | 3.4 | $27M | 73k | 376.66 |
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| Exxon Mobil Corp | 3.3 | $27M | NEW | 198k | 136.72 |
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| Sensata Technolo (ST) | 3.3 | $27M | -4% | 559k | 47.74 |
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| MasterCard Incorporated (MA) | 3.1 | $25M | 49k | 513.60 |
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| Schwab Intl Equity Etf Intl Eqty Etf (SCHF) | 2.1 | $18M | 632k | 27.70 |
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| Loews Corporation (L) | 2.1 | $18M | -2% | 154k | 113.21 |
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| AGCO Corporation (AGCO) | 2.1 | $17M | -3% | 145k | 119.70 |
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| Vanguard Ftse Emerging Market Ftse Emr Mkt Etf (VWO) | 1.9 | $16M | 265k | 59.69 |
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| Gentex Corporation (GNTX) | 1.9 | $16M | 621k | 25.27 |
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| Verizon Communications (VZ) | 1.9 | $16M | 369k | 42.34 |
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| Phillips 66 (PSX) | 1.9 | $15M | 90k | 169.05 |
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| Coca-Cola Company (KO) | 1.8 | $15M | -5% | 185k | 81.27 |
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| Xometry (XMTR) | 1.8 | $15M | 151k | 96.52 |
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| Pfizer (PFE) | 1.6 | $13M | -2% | 530k | 24.08 |
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| McKesson Corporation (MCK) | 1.5 | $12M | 16k | 755.60 |
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| Meritage Homes Corporation (MTH) | 1.5 | $12M | NEW | 142k | 83.85 |
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| Occidental Petroleum Corporation (OXY) | 1.5 | $12M | 246k | 48.57 |
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| Schlumberger (SLB) | 1.5 | $12M | 255k | 46.49 |
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| Accenture (ACN) | 1.4 | $11M | 90k | 124.44 |
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| Charter Communications Inc New Cl A cl a (CHTR) | 1.3 | $10M | 73k | 142.21 |
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| Amazon (AMZN) | 1.3 | $10M | 43k | 238.34 |
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| Southwest Airlines (LUV) | 1.2 | $9.5M | 184k | 51.42 |
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| Allegion Plc equity (ALLE) | 1.1 | $8.9M | 63k | 140.49 |
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| Dollar General (DG) | 1.1 | $8.7M | 76k | 115.11 |
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| Aebi Schmidt Hldg Ag F (AEBI) | 1.1 | $8.7M | 692k | 12.55 |
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| Gartner (IT) | 0.9 | $7.5M | 58k | 129.62 |
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| Fiserv (FISV) | 0.9 | $7.0M | 142k | 49.05 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.8 | $6.7M | -5% | 71k | 95.14 |
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| Microsoft Corporation (MSFT) | 0.8 | $6.7M | -2% | 18k | 373.02 |
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| AmerisourceBergen (COR) | 0.8 | $6.5M | 23k | 282.98 |
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| Intercontinental Exchange (ICE) | 0.7 | $5.5M | -2% | 45k | 123.11 |
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| Wisdomtree Jpn S Jp Smallcp Div (DFJ) | 0.7 | $5.5M | 52k | 105.31 |
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| Evertec (EVTC) | 0.7 | $5.4M | 195k | 27.78 |
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| Cognizant Technology Solutions (CTSH) | 0.6 | $5.2M | 133k | 38.73 |
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| Paypal Holdings (PYPL) | 0.5 | $4.0M | -2% | 93k | 43.18 |
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| Simpson Manufacturing (SSD) | 0.4 | $3.4M | NEW | 16k | 209.35 |
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| Anheuser-Busch InBev NV (BUD) | 0.4 | $3.3M | -6% | 40k | 82.40 |
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| Liberty Live Holdings Inc Com Ser A (LLYVA) | 0.3 | $2.6M | -2% | 25k | 101.26 |
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| Berkshire Hathaway (BRK.A) | 0.2 | $1.5M | 2.00 | 748850.00 |
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| Wabtec Corporation (WAB) | 0.1 | $700k | -2% | 2.6k | 269.65 |
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| Liberty Live Holdings Inc Com Shs Ser C (LLYVK) | 0.0 | $343k | -4% | 3.2k | 105.66 |
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| Now (DNOW) | 0.0 | $162k | 13k | 12.97 |
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Past Filings by Schwerin Boyle Capital Management
SEC 13F filings are viewable for Schwerin Boyle Capital Management going back to 2010
- Schwerin Boyle Capital Management 2026 Q2 filed Aug. 7, 2026
- Schwerin Boyle Capital Management 2026 Q1 filed May 14, 2026
- Schwerin Boyle Capital Management 2025 Q4 filed Feb. 12, 2026
- Schwerin Boyle Capital Management 2025 Q3 filed Nov. 13, 2025
- Schwerin Boyle Capital Management 2025 Q2 filed Aug. 14, 2025
- Schwerin Boyle Capital Management 2025 Q1 filed May 14, 2025
- Schwerin Boyle Capital Management 2024 Q4 filed Feb. 13, 2025
- Schwerin Boyle Capital Management 2024 Q3 filed Nov. 13, 2024
- Schwerin Boyle Capital Management 2024 Q2 filed Aug. 13, 2024
- Schwerin Boyle Capital Management 2024 Q1 filed May 14, 2024
- Schwerin Boyle Capital Management 2023 Q3 filed Nov. 13, 2023
- Schwerin Boyle Capital Management 2023 Q2 filed Aug. 14, 2023
- Schwerin Boyle Capital Management 2023 Q1 filed May 12, 2023
- Schwerin Boyle Capital Management 2022 Q4 filed Feb. 9, 2023
- Schwerin Boyle Capital Management 2022 Q3 filed Nov. 14, 2022
- Schwerin Boyle Capital Management 2022 Q2 filed Aug. 15, 2022