Schwerin Boyle Capital Management as of June 30, 2026
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 | |
| Alphabet Inc Class C cs (GOOG) | 6.4 | $52M | 148k | 353.33 | |
| Wells Fargo & Company (WFC) | 6.2 | $51M | 615k | 82.64 | |
| American Express Company (AXP) | 5.8 | $47M | 140k | 338.25 | |
| Facebook Inc cl a (META) | 5.3 | $44M | 77k | 563.29 | |
| JPMorgan Chase & Co. (JPM) | 4.4 | $36M | 110k | 327.33 | |
| Spx Corp (SPXC) | 3.5 | $29M | 118k | 245.17 | |
| Acuity Brands (AYI) | 3.4 | $27M | 73k | 376.66 | |
| Exxon Mobil Corp | 3.3 | $27M | 198k | 136.72 | |
| Sensata Technolo (ST) | 3.3 | $27M | 559k | 47.74 | |
| MasterCard Incorporated (MA) | 3.1 | $25M | 49k | 513.60 | |
| Schwab Intl Equity Etf Intl Eqty Etf (SCHF) | 2.1 | $18M | 632k | 27.70 | |
| Loews Corporation (L) | 2.1 | $18M | 154k | 113.21 | |
| AGCO Corporation (AGCO) | 2.1 | $17M | 145k | 119.70 | |
| Vanguard Ftse Emerging Market Ftse Emr Mkt Etf (VWO) | 1.9 | $16M | 265k | 59.69 | |
| Gentex Corporation (GNTX) | 1.9 | $16M | 621k | 25.27 | |
| Verizon Communications (VZ) | 1.9 | $16M | 369k | 42.34 | |
| Phillips 66 (PSX) | 1.9 | $15M | 90k | 169.05 | |
| Coca-Cola Company (KO) | 1.8 | $15M | 185k | 81.27 | |
| Xometry (XMTR) | 1.8 | $15M | 151k | 96.52 | |
| Pfizer (PFE) | 1.6 | $13M | 530k | 24.08 | |
| McKesson Corporation (MCK) | 1.5 | $12M | 16k | 755.60 | |
| Meritage Homes Corporation (MTH) | 1.5 | $12M | 142k | 83.85 | |
| Occidental Petroleum Corporation (OXY) | 1.5 | $12M | 246k | 48.57 | |
| Schlumberger (SLB) | 1.5 | $12M | 255k | 46.49 | |
| Accenture (ACN) | 1.4 | $11M | 90k | 124.44 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.3 | $10M | 73k | 142.21 | |
| Amazon (AMZN) | 1.3 | $10M | 43k | 238.34 | |
| Southwest Airlines (LUV) | 1.2 | $9.5M | 184k | 51.42 | |
| Allegion Plc equity (ALLE) | 1.1 | $8.9M | 63k | 140.49 | |
| Dollar General (DG) | 1.1 | $8.7M | 76k | 115.11 | |
| Aebi Schmidt Hldg Ag F (AEBI) | 1.1 | $8.7M | 692k | 12.55 | |
| Gartner (IT) | 0.9 | $7.5M | 58k | 129.62 | |
| Fiserv (FISV) | 0.9 | $7.0M | 142k | 49.05 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.8 | $6.7M | 71k | 95.14 | |
| Microsoft Corporation (MSFT) | 0.8 | $6.7M | 18k | 373.02 | |
| AmerisourceBergen (COR) | 0.8 | $6.5M | 23k | 282.98 | |
| Intercontinental Exchange (ICE) | 0.7 | $5.5M | 45k | 123.11 | |
| Wisdomtree Jpn S Jp Smallcp Div (DFJ) | 0.7 | $5.5M | 52k | 105.31 | |
| Evertec (EVTC) | 0.7 | $5.4M | 195k | 27.78 | |
| Cognizant Technology Solutions (CTSH) | 0.6 | $5.2M | 133k | 38.73 | |
| Paypal Holdings (PYPL) | 0.5 | $4.0M | 93k | 43.18 | |
| Simpson Manufacturing (SSD) | 0.4 | $3.4M | 16k | 209.35 | |
| Anheuser-Busch InBev NV (BUD) | 0.4 | $3.3M | 40k | 82.40 | |
| Liberty Live Holdings Inc Com Ser A (LLYVA) | 0.3 | $2.6M | 25k | 101.26 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.5M | 2.00 | 748850.00 | |
| Wabtec Corporation (WAB) | 0.1 | $700k | 2.6k | 269.65 | |
| Liberty Live Holdings Inc Com Shs Ser C (LLYVK) | 0.0 | $343k | 3.2k | 105.66 | |
| Now (DNOW) | 0.0 | $162k | 13k | 12.97 |
