SCHWERIN BOYLE CAPITAL MANAGEMENT INC — 13F Holdings & Portfolio
CIK 937522 · latest 13F-HR filed 2026-05-14
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.
$788.0M
Long-equity book
47
Distinct positions
2026-03-31
Filed 2026-05-14
+2 / −1 / ↑7 / ↓33
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL$8.2M +31.5%
- OCCIDENTAL PETROLEUM$4.7M +42.1%
- PHILLIPS 66$4.5M +36.8%
- SLB$2.7M +25.4%
- VERIZON COMM$2.5M +15.1%
Top Trims
- ALPHABET, INC-$25.9M -37.2%
- BERKSHIRE HATH B-$18.0M -14.8%
- WELLS FARGO-$17.4M -25.2%
- AMER EXPRESS-$15.6M -26.4%
- META PLATFORMS-$13.7M -23.3%
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 | $103.2M | 13.10% | 215,409 | SH |
| 2 | WELLS FARGO | WFC | 949746101 | $51.7M | 6.56% | 649,281 | SH |
| 3 | META PLATFORMS | META | 30303M102 | $44.8M | 5.69% | 78,379 | SH |
| 4 | ALPHABET, INC | GOOG | 02079K107 | $43.7M | 5.55% | 152,450 | SH |
| 5 | AMER EXPRESS | AXP | 025816109 | $43.4M | 5.50% | 143,404 | SH |
| 6 | EXXON MOBIL | XOM | 30231G102 | $34.1M | 4.33% | 201,162 | SH |
| 7 | JP MORGAN CHASE | JPM | 46625H100 | $32.8M | 4.17% | 111,613 | SH |
| 8 | MASTERCARD INC | MA | 57636Q104 | $24.7M | 3.14% | 49,510 | SH |
| 9 | SPX TECH. INC. | SPXC | 78473E103 | $24.0M | 3.04% | 119,950 | SH |
| 10 | ACUITY INC. | AYI | 00508Y102 | $20.8M | 2.63% | 74,063 | SH |
| 11 | SENSATA TECH | ST | G8060N102 | $20.7M | 2.63% | 587,625 | SH |
| 12 | VERIZON COMM | VZ | 92343V104 | $18.7M | 2.37% | 372,614 | SH |
| 13 | ACCENTURE PLC | ACN | G1151C101 | $18.1M | 2.30% | 91,399 | SH |
| 14 | AGCO CORP | AGCO | 001084102 | $17.4M | 2.21% | 150,336 | SH |
| 15 | LOEWS CORP | L | 540424108 | $16.9M | 2.15% | 158,576 | SH |
| 16 | PHILLIPS 66 | PSX | 718546104 | $16.7M | 2.12% | 91,563 | SH |
| 17 | OCCIDENTAL PETROLEUM | OXY | 674599105 | $16.0M | 2.03% | 246,610 | SH |
| 18 | CHARTER COMM. | CHTR | 16119P108 | $16.0M | 2.03% | 74,095 | SH |
| 19 | SCHWAB INTL EQUITY ETF | SCHF | 808524805 | $15.7M | 1.99% | 632,381 | SH |
| 20 | PFIZER INC | PFE | 717081103 | $15.3M | 1.94% | 543,843 | SH |
| 21 | COCA COLA | KO | 191216100 | $14.8M | 1.88% | 194,670 | SH |
| 22 | VANGUARD FTSE EMERGING MARKET | VWO | 922042858 | $14.3M | 1.82% | 264,964 | SH |
| 23 | MCKESSON CORP | MCK | 58155Q103 | $13.8M | 1.76% | 16,000 | SH |
| 24 | GENTEX CORP | GNTX | 371901109 | $13.6M | 1.72% | 621,286 | SH |
| 25 | SLB | SLB | 806857108 | $13.3M | 1.68% | 257,970 | SH |
| 26 | ALLEGION PLC | ALLE | G0176J109 | $9.3M | 1.18% | 64,123 | SH |
| 27 | GARTNER INC | IT | 366651107 | $9.3M | 1.18% | 58,476 | SH |
| 28 | DOLLAR GENERAL | DG | 256677105 | $9.0M | 1.14% | 75,958 | SH |
| 29 | AMAZON.COM | AMZN | 023135106 | $9.0M | 1.14% | 43,150 | SH |
| 30 | COGNIZANT TECH | CTSH | 192446102 | $8.2M | 1.04% | 133,964 | SH |
| 31 | FISERV INC | FISV | 337738108 | $7.9M | 1.00% | 141,718 | SH |
| 32 | CENCORA INC | COR | 03073E105 | $7.4M | 0.94% | 23,537 | SH |
| 33 | INTERCONT'L EXCH | ICE | 45866F104 | $7.3M | 0.92% | 46,100 | SH |
| 34 | SOUTHWEST AIR | LUV | 844741108 | $6.9M | 0.88% | 183,927 | SH |
| 35 | MICROSOFT | MSFT | 594918104 | $6.8M | 0.86% | 18,410 | SH |
| 36 | AEBI-SCHMIDT | AEBI | H00501108 | $6.7M | 0.85% | 691,953 | SH |
| 37 | LIBERTY MED FORM 1 | FWONK | 531229755 | $6.3M | 0.80% | 74,275 | SH |
| 38 | XOMETRY INC-A | XMTR | 98423F109 | $6.2M | 0.78% | 151,127 | SH |
| 39 | EVERTEC, INC | EVTC | 30040P103 | $5.5M | 0.70% | 194,727 | SH |
| 40 | WISDOMTREE JPN S | DFJ | 97717W836 | $5.3M | 0.68% | 52,336 | SH |
| 41 | PAYPAL HOLDINGS | PYPL | 70450Y103 | $4.3M | 0.55% | 95,263 | SH |
| 42 | ANHEUSER BUSCH | BUD | 03524A108 | $3.0M | 0.38% | 43,252 | SH |
| 43 | LIBERTY LIVE A | LLYVA | 530909100 | $2.4M | 0.30% | 25,918 | SH |
| 44 | BERKSHIRE HATH A | BRK.A | 084670108 | $1.4M | 0.18% | 2 | SH |
| 45 | WABTEC CORP | WAB | 929740108 | $668.3K | 0.08% | 2,674 | SH |
| 46 | LIBERTY LIVE C | LLYVK | 530909308 | $320.1K | 0.04% | 3,401 | SH |
| 47 | NOW INC | DNOW | 67011P100 | $151.1K | 0.02% | 12,684 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |