SCHWERIN BOYLE CAPITAL MANAGEMENT INC — 13F Holdings & Portfolio
CIK 937522 · latest 13F-HR filed 2026-08-07
SCHWERIN BOYLE CAPITAL MANAGEMENT INC manages $816.0M in 13F-reported U.S. long-equity assets across 49 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (13.07%), GOOG (6.40%), WFC (6.23%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 18, and trimmed 14.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SPRINGFIELD, MA 01144
$816.0M
Long-equity book
49
Distinct positions
2026-06-30
Filed 2026-08-07
+3 / −1 / ↑18 / ↓14
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET, INC$8.5M +19.4%
- XOMETRY INC-A$8.4M +136.3%
- ACUITY INC.$6.6M +31.9%
- SENSATA TECH$6.0M +28.9%
- SPX TECH. INC.$4.9M +20.6%
Top Trims
- ACCENTURE PLC-$6.9M -38.2%
- CHARTER COMM.-$5.6M -35.1%
- OCCIDENTAL PETRO-$4.1M -25.6%
- VERIZON COMM-$3.1M -16.5%
- COGNIZANT TECH-$3.1M -37.2%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATH B | BRK.B | 084670702 | $106.6M | 13.07% | 213,066 | SH |
| 2 | ALPHABET, INC | GOOG | 02079K107 | $52.2M | 6.40% | 147,745 | SH |
| 3 | WELLS FARGO | WFC | 949746101 | $50.8M | 6.23% | 615,291 | SH |
| 4 | AMER EXPRESS | AXP | 025816109 | $47.2M | 5.78% | 139,529 | SH |
| 5 | META PLATFORMS | META | 30303M102 | $43.5M | 5.33% | 77,214 | SH |
| 6 | JP MORGAN CHASE | JPM | 46625H100 | $36.0M | 4.41% | 109,913 | SH |
| 7 | SPX TECH. INC. | SPXC | 78473E103 | $28.9M | 3.54% | 117,955 | SH |
| 8 | ACUITY INC. | AYI | 00508Y102 | $27.4M | 3.36% | 72,688 | SH |
| 9 | EXXON MOBIL | XOM | 30233Q108 | $27.0M | 3.31% | 197,612 | SH |
| 10 | SENSATA TECH | ST | G8060N102 | $26.7M | 3.27% | 558,975 | SH |
| 11 | MASTERCARD INC | MA | 57636Q104 | $25.1M | 3.07% | 48,810 | SH |
| 12 | SCHWAB INTL EQUITY ETF | SCHF | 808524805 | $17.5M | 2.15% | 632,381 | SH |
| 13 | LOEWS CORP | L | 540424108 | $17.5M | 2.14% | 154,251 | SH |
| 14 | AGCO CORP | AGCO | 001084102 | $17.4M | 2.13% | 145,436 | SH |
| 15 | VANGUARD FTSE EMERGING MARKET | VWO | 922042858 | $15.8M | 1.94% | 264,964 | SH |
| 16 | GENTEX CORP | GNTX | 371901109 | $15.7M | 1.92% | 621,286 | SH |
| 17 | VERIZON COMM | VZ | 92343V104 | $15.6M | 1.92% | 369,064 | SH |
| 18 | PHILLIPS 66 | PSX | 718546104 | $15.2M | 1.86% | 89,788 | SH |
| 19 | COCA COLA | KO | 191216100 | $15.0M | 1.84% | 184,920 | SH |
| 20 | XOMETRY INC-A | XMTR | 98423F109 | $14.6M | 1.79% | 151,127 | SH |
| 21 | PFIZER INC | PFE | 717081103 | $12.8M | 1.56% | 529,743 | SH |
| 22 | MCKESSON CORP | MCK | 58155Q103 | $12.1M | 1.48% | 16,000 | SH |
| 23 | MERITAGE HOMES | MTH | 59001A102 | $11.9M | 1.46% | 142,423 | SH |
| 24 | OCCIDENTAL PETRO | OXY | 674599105 | $11.9M | 1.46% | 245,660 | SH |
| 25 | SLB | SLB | 806857108 | $11.9M | 1.45% | 255,095 | SH |
| 26 | ACCENTURE PLC | ACN | G1151C101 | $11.2M | 1.37% | 90,024 | SH |
| 27 | CHARTER COMM. | CHTR | 16119P108 | $10.4M | 1.27% | 72,995 | SH |
| 28 | AMAZON.COM | AMZN | 023135106 | $10.3M | 1.26% | 43,150 | SH |
| 29 | SOUTHWEST AIR | LUV | 844741108 | $9.5M | 1.16% | 183,927 | SH |
| 30 | ALLEGION PLC | ALLE | G0176J109 | $8.9M | 1.09% | 63,323 | SH |
| 31 | DOLLAR GENERAL | DG | 256677105 | $8.7M | 1.07% | 75,958 | SH |
| 32 | AEBI-SCHMIDT | AEBI | H00501108 | $8.7M | 1.06% | 691,953 | SH |
| 33 | GARTNER INC | IT | 366651107 | $7.5M | 0.91% | 57,544 | SH |
| 34 | FISERV INC | FISV | 337738108 | $7.0M | 0.85% | 141,718 | SH |
| 35 | LIBERTY MED FORM 1 | FWONK | 531229755 | $6.7M | 0.82% | 70,525 | SH |
| 36 | MICROSOFT | MSFT | 594918104 | $6.7M | 0.82% | 17,960 | SH |
| 37 | CENCORA INC | COR | 03073E105 | $6.5M | 0.80% | 23,137 | SH |
| 38 | INTERCONT'L EXCH | ICE | 45866F104 | $5.5M | 0.68% | 45,025 | SH |
| 39 | WISDOMTREE JPN S | DFJ | 97717W836 | $5.5M | 0.68% | 52,336 | SH |
| 40 | EVERTEC, INC | EVTC | 30040P103 | $5.4M | 0.66% | 194,727 | SH |
| 41 | COGNIZANT TECH | CTSH | 192446102 | $5.2M | 0.63% | 133,364 | SH |
| 42 | PAYPAL HOLDINGS | PYPL | 70450Y103 | $4.0M | 0.49% | 92,638 | SH |
| 43 | SIMPSON MFG. | SSD | 829073105 | $3.4M | 0.42% | 16,400 | SH |
| 44 | ANHEUSER BUSCH | BUD | 03524A108 | $3.3M | 0.41% | 40,352 | SH |
| 45 | LIBERTY LIVE A | LLYVA | 530909100 | $2.6M | 0.31% | 25,218 | SH |
| 46 | BERKSHIRE HATH A | BRK.A | 084670108 | $1.5M | 0.18% | 2 | SH |
| 47 | WABTEC CORP | WAB | 929740108 | $700.0K | 0.09% | 2,596 | SH |
| 48 | LIBERTY LIVE C | LLYVK | 530909308 | $342.5K | 0.04% | 3,242 | SH |
| 49 | NOW INC | DNOW | 67011P100 | $161.8K | 0.02% | 12,472 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $816.0M | 49 | 0001376474-26-000541 |
| 2026-03-31 | 2026-05-14 | $788.0M | 47 | 0001376474-26-000375 |
| 2025-12-31 | 2026-02-12 | $912.7M | 46 | 0001376474-26-000166 |
| 2025-09-30 | 2025-11-13 | $914.9M | 47 | 0001376474-25-000927 |