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, WFC, META, GOOG, AXP, and represent 36.40% of Schwerin Boyle Capital Management's stock portfolio.
- Added to shares of these 3 stocks: CHTR (+$16M), AMZN (+$9.0M), MSFT.
- Started 2 new stock positions in AMZN, CHTR.
- Reduced shares in these 10 stocks: GOOG (-$20M), BRK.B (-$12M), WFC (-$7.3M), MCK (-$6.5M), META (-$5.9M), AXP, MA, ST, SPXC, XOM.
- Sold out of its position in IBM.
- Schwerin Boyle Capital Management was a net seller of stock by $-77M.
- Schwerin Boyle Capital Management has $788M in assets under management (AUM), dropping by -13.66%.
- Central Index Key (CIK): 0000937522
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Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 47 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 13.1 | $103M | -10% | 215k | 479.20 |
|
| Wells Fargo & Company (WFC) | 6.6 | $52M | -12% | 649k | 79.61 |
|
| Facebook Inc cl a (META) | 5.7 | $45M | -11% | 78k | 572.13 |
|
| Alphabet Inc Class C cs (GOOG) | 5.5 | $44M | -31% | 153k | 286.86 |
|
| American Express Company (AXP) | 5.5 | $43M | -9% | 143k | 302.48 |
|
| Exxon Mobil Corporation (XOM) | 4.3 | $34M | -6% | 201k | 169.66 |
|
| JPMorgan Chase & Co. (JPM) | 4.2 | $33M | -6% | 112k | 294.16 |
|
| MasterCard Incorporated (MA) | 3.1 | $25M | -11% | 50k | 499.66 |
|
| Spx Corp (SPXC) | 3.0 | $24M | -9% | 120k | 199.94 |
|
| Acuity Brands (AYI) | 2.6 | $21M | -7% | 74k | 280.22 |
|
| Sensata Technolo (ST) | 2.6 | $21M | -12% | 588k | 35.22 |
|
| Verizon Communications (VZ) | 2.4 | $19M | -6% | 373k | 50.20 |
|
| Accenture (ACN) | 2.3 | $18M | -10% | 91k | 198.29 |
|
| AGCO Corporation (AGCO) | 2.2 | $17M | -7% | 150k | 115.87 |
|
| Loews Corporation (L) | 2.1 | $17M | -10% | 159k | 106.74 |
|
| Phillips 66 (PSX) | 2.1 | $17M | -3% | 92k | 182.18 |
|
| Occidental Petroleum Corporation (OXY) | 2.0 | $16M | -10% | 247k | 65.00 |
|
| Charter Communications Inc New Cl A cl a (CHTR) | 2.0 | $16M | NEW | 74k | 215.88 |
|
| Schwab Intl Equity Etf Intl Eqty Etf (SCHF) | 2.0 | $16M | -10% | 632k | 24.75 |
|
| Pfizer (PFE) | 1.9 | $15M | -6% | 544k | 28.08 |
|
| Coca-Cola Company (KO) | 1.9 | $15M | -11% | 195k | 76.05 |
|
| Vanguard Ftse Emerging Market Ftse Emr Mkt Etf (VWO) | 1.8 | $14M | -10% | 265k | 54.05 |
|
| McKesson Corporation (MCK) | 1.8 | $14M | -32% | 16k | 865.36 |
|
| Gentex Corporation (GNTX) | 1.7 | $14M | -10% | 621k | 21.85 |
|
| Schlumberger (SLB) | 1.7 | $13M | -6% | 258k | 51.39 |
|
| Allegion Plc equity (ALLE) | 1.2 | $9.3M | -6% | 64k | 145.29 |
|
| Gartner (IT) | 1.2 | $9.3M | -8% | 59k | 158.34 |
|
| Dollar General (DG) | 1.1 | $9.0M | -10% | 76k | 118.73 |
|
| Amazon (AMZN) | 1.1 | $9.0M | NEW | 43k | 208.27 |
|
| Cognizant Technology Solutions (CTSH) | 1.0 | $8.2M | -9% | 134k | 61.35 |
|
| Fiserv (FISV) | 1.0 | $7.9M | -10% | 142k | 55.80 |
|
| AmerisourceBergen (COR) | 0.9 | $7.4M | -13% | 24k | 314.14 |
|
| Intercontinental Exchange (ICE) | 0.9 | $7.3M | -12% | 46k | 157.28 |
|
| Southwest Airlines (LUV) | 0.9 | $6.9M | -10% | 184k | 37.57 |
|
| Microsoft Corporation (MSFT) | 0.9 | $6.8M | 18k | 370.17 |
|
|
| Aebi Schmidt Hldg Ag F (AEBI) | 0.9 | $6.7M | -10% | 692k | 9.71 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.8 | $6.3M | 74k | 85.02 |
|
|
| Xometry (XMTR) | 0.8 | $6.2M | -10% | 151k | 40.84 |
|
| Evertec (EVTC) | 0.7 | $5.5M | -10% | 195k | 28.22 |
|
| Wisdomtree Jpn S Jp Smallcp Div (DFJ) | 0.7 | $5.3M | -10% | 52k | 102.06 |
|
| Paypal Holdings (PYPL) | 0.5 | $4.3M | -5% | 95k | 45.23 |
|
| Anheuser-Busch InBev NV (BUD) | 0.4 | $3.0M | 43k | 69.37 |
|
|
| Liberty Live Holdings Inc Com Ser A (LLYVA) | 0.3 | $2.4M | -20% | 26k | 91.64 |
|
| Berkshire Hathaway (BRK.A) | 0.2 | $1.4M | 2.00 | 718140.00 |
|
|
| Wabtec Corporation (WAB) | 0.1 | $668k | -10% | 2.7k | 249.91 |
|
| Liberty Live Holdings Inc Com Shs Ser C (LLYVK) | 0.0 | $320k | 3.4k | 94.11 |
|
|
| Now (DNOW) | 0.0 | $151k | 13k | 11.91 |
|
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 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
- Schwerin Boyle Capital Management 2022 Q1 filed May 13, 2022