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SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Q2 2026 13F filing
Updated 34 days ago49 disclosed positions worth $816M
Portfolio value
$816M
Total holdings
49
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-07
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATH B | $106.6M | 213.1K | 13.07% | — |
| 2 | G GOOGN ALPHABET, INC | $52.2M | 147.7K | 6.40% | — |
| 3 | W WFC-PZ WELLS FARGO | $50.8M | 615.3K | 6.23% | — |
| 4 | A AXP AMER EXPRESS | $47.2M | 139.5K | 5.78% | — |
| 5 | M META META PLATFORMS | $43.5M | 77.2K | 5.33% | — |
| 6 | J JPM-PM JP MORGAN CHASE | $36M | 109.9K | 4.41% | — |
| 7 | S SPXC SPX TECH. INC. | $28.9M | 118.0K | 3.54% | — |
| 8 | A AYI ACUITY INC. | $27.4M | 72.7K | 3.36% | — |
| 9 | X XOM EXXON MOBIL | $27M | 197.6K | 3.31% | — |
| 10 | S ST SENSATA TECH | $26.7M | 559.0K | 3.27% | — |
| 11 | M MA MASTERCARD INC | $25.1M | 48.8K | 3.07% | — |
| 12 | S SCHW-PJ SCHWAB INTL EQUITY ETF | $17.5M | 632.4K | 2.15% | — |
| 13 | L L LOEWS CORP | $17.5M | 154.3K | 2.14% | — |
| 14 | A AER AGCO CORP | $17.4M | 145.4K | 2.13% | — |
| 15 | V VGES VANGUARD FTSE EMERGING MARKET | $15.8M | 265.0K | 1.94% | — |
| 16 | G GNTX GENTEX CORP | $15.7M | 621.3K | 1.92% | — |
| 17 | V VZ VERIZON COMM | $15.6M | 369.1K | 1.92% | — |
| 18 | P PSX PHILLIPS 66 | $15.2M | 89.8K | 1.86% | — |
| 19 | K KO COCA COLA | $15M | 184.9K | 1.84% | — |
| 20 | X XMTR XOMETRY INC-A | $14.6M | 151.1K | 1.79% | — |
| 21 | P PFE PFIZER INC | $12.8M | 529.7K | 1.56% | — |
| 22 | M MCK MCKESSON CORP | $12.1M | 16.0K | 1.48% | — |
| 23 | M MTH MERITAGE HOMES | $11.9M | 142.4K | 1.46% | — |
| 24 | O OXY-WT OCCIDENTAL PETRO | $11.9M | 245.7K | 1.46% | — |
| 25 | R RPRX SLB | $11.9M | 255.1K | 1.45% | — |
| 26 | A ACN ACCENTURE PLC | $11.2M | 90.0K | 1.37% | — |
| 27 | C CHTR CHARTER COMM. | $10.4M | 73.0K | 1.27% | — |
| 28 | A AMZN AMAZON.COM | $10.3M | 43.1K | 1.26% | — |
| 29 | L LUV SOUTHWEST AIR | $9.5M | 183.9K | 1.16% | — |
| 30 | A ALLE ALLEGION PLC | $8.9M | 63.3K | 1.09% | — |
| 31 | D DG DOLLAR GENERAL | $8.7M | 76.0K | 1.07% | — |
| 32 | A AEBI AEBI-SCHMIDT | $8.7M | 692.0K | 1.06% | — |
| 33 | I IT GARTNER INC | $7.5M | 57.5K | 0.91% | — |
| 34 | F FISV FISERV INC | $7M | 141.7K | 0.85% | — |
| 35 | F FWONB LIBERTY MED FORM 1 | $6.7M | 70.5K | 0.82% | — |
| 36 | M MSFT MICROSOFT | $6.7M | 18.0K | 0.82% | — |
| 37 | C COR CENCORA INC | $6.5M | 23.1K | 0.80% | — |
| 38 | I ICE INTERCONT'L EXCH | $5.5M | 45.0K | 0.68% | — |
| 39 | B BTCW WISDOMTREE JPN S | $5.5M | 52.3K | 0.68% | — |
| 40 | E EVTC EVERTEC, INC | $5.4M | 194.7K | 0.66% | — |
| 41 | C CTSH COGNIZANT TECH | $5.2M | 133.4K | 0.63% | — |
| 42 | P PYPL PAYPAL HOLDINGS | $4M | 92.6K | 0.49% | — |
| 43 | S SSD SIMPSON MFG. | $3.4M | 16.4K | 0.42% | — |
| 44 | B BUDFF ANHEUSER BUSCH | $3.3M | 40.4K | 0.41% | — |
| 45 | L LLYVK LIBERTY LIVE A | $2.6M | 25.2K | 0.31% | — |
| 46 | B BRK-A BERKSHIRE HATH A | $1.5M | 2 | 0.18% | — |
| 47 | W WAB WABTEC CORP | $700K | 2.6K | 0.09% | — |
| 48 | L LLYVK LIBERTY LIVE C | $343K | 3.2K | 0.04% | — |
| 49 | ? N/A NOW INC | $162K | 12.5K | 0.02% | — |