Schwerin Boyle Capital Management as of March 31, 2026
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 | 215k | 479.20 | |
| Wells Fargo & Company (WFC) | 6.6 | $52M | 649k | 79.61 | |
| Facebook Inc cl a (META) | 5.7 | $45M | 78k | 572.13 | |
| Alphabet Inc Class C cs (GOOG) | 5.5 | $44M | 153k | 286.86 | |
| American Express Company (AXP) | 5.5 | $43M | 143k | 302.48 | |
| Exxon Mobil Corporation (XOM) | 4.3 | $34M | 201k | 169.66 | |
| JPMorgan Chase & Co. (JPM) | 4.2 | $33M | 112k | 294.16 | |
| MasterCard Incorporated (MA) | 3.1 | $25M | 50k | 499.66 | |
| Spx Corp (SPXC) | 3.0 | $24M | 120k | 199.94 | |
| Acuity Brands (AYI) | 2.6 | $21M | 74k | 280.22 | |
| Sensata Technolo (ST) | 2.6 | $21M | 588k | 35.22 | |
| Verizon Communications (VZ) | 2.4 | $19M | 373k | 50.20 | |
| Accenture (ACN) | 2.3 | $18M | 91k | 198.29 | |
| AGCO Corporation (AGCO) | 2.2 | $17M | 150k | 115.87 | |
| Loews Corporation (L) | 2.1 | $17M | 159k | 106.74 | |
| Phillips 66 (PSX) | 2.1 | $17M | 92k | 182.18 | |
| Occidental Petroleum Corporation (OXY) | 2.0 | $16M | 247k | 65.00 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.0 | $16M | 74k | 215.88 | |
| Schwab Intl Equity Etf Intl Eqty Etf (SCHF) | 2.0 | $16M | 632k | 24.75 | |
| Pfizer (PFE) | 1.9 | $15M | 544k | 28.08 | |
| Coca-Cola Company (KO) | 1.9 | $15M | 195k | 76.05 | |
| Vanguard Ftse Emerging Market Ftse Emr Mkt Etf (VWO) | 1.8 | $14M | 265k | 54.05 | |
| McKesson Corporation (MCK) | 1.8 | $14M | 16k | 865.36 | |
| Gentex Corporation (GNTX) | 1.7 | $14M | 621k | 21.85 | |
| Schlumberger (SLB) | 1.7 | $13M | 258k | 51.39 | |
| Allegion Plc equity (ALLE) | 1.2 | $9.3M | 64k | 145.29 | |
| Gartner (IT) | 1.2 | $9.3M | 59k | 158.34 | |
| Dollar General (DG) | 1.1 | $9.0M | 76k | 118.73 | |
| Amazon (AMZN) | 1.1 | $9.0M | 43k | 208.27 | |
| Cognizant Technology Solutions (CTSH) | 1.0 | $8.2M | 134k | 61.35 | |
| Fiserv (FISV) | 1.0 | $7.9M | 142k | 55.80 | |
| AmerisourceBergen (COR) | 0.9 | $7.4M | 24k | 314.14 | |
| Intercontinental Exchange (ICE) | 0.9 | $7.3M | 46k | 157.28 | |
| Southwest Airlines (LUV) | 0.9 | $6.9M | 184k | 37.57 | |
| Microsoft Corporation (MSFT) | 0.9 | $6.8M | 18k | 370.17 | |
| Aebi Schmidt Hldg Ag F (AEBI) | 0.9 | $6.7M | 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 | 151k | 40.84 | |
| Evertec (EVTC) | 0.7 | $5.5M | 195k | 28.22 | |
| Wisdomtree Jpn S Jp Smallcp Div (DFJ) | 0.7 | $5.3M | 52k | 102.06 | |
| Paypal Holdings (PYPL) | 0.5 | $4.3M | 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 | 26k | 91.64 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.4M | 2.00 | 718140.00 | |
| Wabtec Corporation (WAB) | 0.1 | $668k | 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 |
