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.

Filer Information
Address
ONE MONARCH PLACE, SUITE 700
SPRINGFIELD, MA 01144
Phone
(413) 784-0990
Filing Manager
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
SPRINGFIELD, MA
Signatory
Rory O'Brien
President
Loading holdings…
AUM

$816.0M

Long-equity book

Holdings

49

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+3 / −1 / ↑18 / ↓14

vs 2026-03-31

Firm Profile & Key People
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%
Show all 18

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%
Show all 14

New Positions

  • EXXON MOBIL$27.0M
  • MERITAGE HOMES$11.9M
  • SIMPSON MFG.$3.4M
Show all 3

Exited Positions

  • EXXON MOBIL$34.1M
Show all 1
All Holdings

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
Filing History
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