Q2 2026 13F · SEC CIK 937522

Schwerin Boyle Capital Management Inc

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $816.0M
Reported positions: 49
Top holdings a year, 3 yrs: +17.6%
Assets under management: $1.2B

Schwerin Boyle Capital Management Inc is a wealth manager that reported 49 positions worth $816.0M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 13.1%), Alphabet Inc (GOOG, 6.4%), Wells Fargo & Co (WFC, 6.2%). A portfolio copying its top holdings returned 17.6% a year over the last 3 years, against 22.3% for the S&P 500.

Schwerin Boyle Capital Management Inc holdings all 49 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Schwerin Boyle Capital Management Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	13.1%	13.1%	213,066	-1.1%	$106.6M
GOOGAlphabet Inc	6.4%	5.5%	147,745	-3.1%	$52.2M
WFCWells Fargo & Co	6.2%	6.6%	615,291	-5.2%	$50.8M
AXPAmerican Express Co	5.8%	5.5%	139,529	-2.7%	$47.2M
METAMeta Platforms Inc	5.3%	5.7%	77,214	-1.5%	$43.5M
JPMJpmorgan Chase & Co	4.4%	4.2%	109,913	-1.5%	$36.0M
SPXCSpx Technologies Inc	3.5%	3.0%	117,955	-1.7%	$28.9M
AYIAcuity Inc	3.4%	2.6%	72,688	-1.9%	$27.4M
XOMExxonmobil Holdings Corp	3.3%	New	197,612	—	$27.0M
STSensata Technologies Hldg Pl	3.3%	2.6%	558,975	-4.9%	$26.7M
MAMastercard Incorporated	3.1%	3.1%	48,810	-1.4%	$25.1M
SCHFSchwab Strategic Tr	2.1%	2.0%	632,381	+0.0%	$17.5M
LLoews Corp	2.1%	2.1%	154,251	-2.7%	$17.5M
AGCOAgco Corp	2.1%	2.2%	145,436	-3.3%	$17.4M
VWOVanguard Intl Equity Index F	1.9%	1.8%	264,964	+0.0%	$15.8M
GNTXGentex Corp	1.9%	1.7%	621,286	+0.0%	$15.7M
VZVerizon Communications Inc	1.9%	2.4%	369,064	-1.0%	$15.6M
PSXPhillips 66	1.9%	2.1%	89,788	-1.9%	$15.2M
KOCoca Cola Co	1.8%	1.9%	184,920	-5.0%	$15.0M
XMTRXometry, Inc.	1.8%	0.8%	151,127	+0.0%	$14.6M
PFEPfizer Inc	1.6%	1.9%	529,743	-2.6%	$12.8M
MCKMckesson Corp	1.5%	1.8%	16,000	+0.0%	$12.1M
MTHMeritage Homes Corp (MTH)	1.5%	New	142,423	—	$11.9M
OXYOccidental Pete Corp	1.5%	2.0%	245,660	-0.4%	$11.9M
SLBSlb Limited	1.5%	1.7%	255,095	-1.1%	$11.9M
ACNAccenture PLC Ireland	1.4%	2.3%	90,024	-1.5%	$11.2M
CHTRCharter Communications Inc	1.3%	2.0%	72,995	-1.5%	$10.4M
AMZNAmazon Com Inc	1.3%	1.1%	43,150	+0.0%	$10.3M
LUVSouthwest Airls Co	1.2%	0.9%	183,927	+0.0%	$9.5M
ALLEAllegion PLC	1.1%	1.2%	63,323	-1.2%	$8.9M
DGDollar Gen Corp	1.1%	1.1%	75,958	+0.0%	$8.7M
AEBIAebi Schmidt Hldg AG	1.1%	0.9%	691,953	+0.0%	$8.7M
ITGartner Inc	0.9%	1.2%	57,544	-1.6%	$7.5M
FISVFiserv Inc	0.9%	1.0%	141,718	+0.0%	$7.0M
FWONKLiberty Media Corp Del	0.8%	0.8%	70,525	-5.0%	$6.7M
MSFTMicrosoft Corp	0.8%	0.9%	17,960	-2.4%	$6.7M
CORCencora Inc	0.8%	0.9%	23,137	-1.7%	$6.5M
ICEIntercontinental Exchange Inc	0.7%	0.9%	45,025	-2.3%	$5.5M
DFJWisdomtree Japan Smallcap Dividend Fund	0.7%	0.7%	52,336	+0.0%	$5.5M
EVTCEvertec, Inc	0.7%	0.7%	194,727	+0.0%	$5.4M
CTSHCognizant Technology Solutio	0.6%	1.0%	133,364	-0.4%	$5.2M
PYPLPaypal Hldgs Inc	0.5%	0.5%	92,638	-2.8%	$4.0M
SSDSimpson Mfg Inc	0.4%	New	16,400	—	$3.4M
BUDAnheuser Busch Inbev SA NV	0.4%	0.4%	40,352	-6.7%	$3.3M
LLYVALiberty Live Group Series A	0.3%	0.3%	25,218	-2.7%	$2.6M
BRK-ABerkshire Hathaway Inc Del	0.2%	0.2%	2	+0.0%	$1.5M
WABWabtec	0.1%	0.1%	2,596	-2.9%	$700K
LLYVKLiberty Live Holdings Inc	0.0%	0.0%	3,242	-4.7%	$343K
DNOWDnow Inc (DNOW)	0.0%	0.0%	12,472	-1.7%	$162K

What Schwerin Boyle Capital Management Inc bought and sold in Q2 2026, against Q1 2026.

New positions

XOM Exxonmobil Holdings Corp3.3% of 13F
MTH Meritage Homes Corp (MTH)1.5% of 13F
SSD Simpson Mfg Inc0.4% of 13F

Added to

No position grew by more than 5%.

Reduced

BUD Anheuser Busch Inbev SA NV-6.7% shares
WFC Wells Fargo & Co-5.2% shares
FWONK Liberty Media Corp Del-5.0% shares
KO Coca Cola Co-5.0% shares

Sold out

XOM Exxon Mobil Corpwas 4.3%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +4.6% /yr; S&P 500 +11.7%
3 years: +17.6% /yr; S&P 500 +22.3%
5 years: +7.3% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$816.0M	49
Q1 2026	$788.0M	47
Q4 2025	$912.7M	46
Q3 2025	$914.9M	47
Q2 2025	$897.0M	51
Q1 2025	$970.1M	53
Q4 2024	$974.9M	53
Q3 2024	$954.6M	53
Q2 2024	$953.4M	51
Q1 2024	$1.0B	52
Q4 2023	$894.7M	52
Q3 2023	$851.8M	52

Questions about Schwerin Boyle Capital Management Inc's portfolio

What stocks does Schwerin Boyle Capital Management Inc own?

Schwerin Boyle Capital Management Inc's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 49 positions worth $816.0M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 13.1%, Alphabet Inc (GOOG) at 6.4%, Wells Fargo & Co (WFC) at 6.2%, American Express Co (AXP) at 5.8% and Meta Platforms Inc (META) at 5.3%.

What did Schwerin Boyle Capital Management Inc buy last quarter?

In Q2 2026, Schwerin Boyle Capital Management Inc added a new position in Exxonmobil Holdings Corp (XOM), a new position in Meritage Homes Corp (MTH) (MTH) and a new position in Simpson Mfg Inc (SSD), compared with its Q1 2026 filing.

What did Schwerin Boyle Capital Management Inc sell last quarter?

In Q2 2026, Schwerin Boyle Capital Management Inc sold all of Exxon Mobil Corp (XOM), Anheuser Busch Inbev SA NV (BUD) (-6.7% shares), Wells Fargo & Co (WFC) (-5.2% shares) and Liberty Media Corp Del (FWONK) (-5.0% shares), compared with its Q1 2026 filing.

How has Schwerin Boyle Capital Management Inc's portfolio performed?

A portfolio copying Schwerin Boyle Capital Management Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.6% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +4.6% against +11.7%. Over 5 years: +7.3% a year against +10.6%.

When is Schwerin Boyle Capital Management Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Schwerin Boyle Capital Management Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Schwerin Boyle Capital Management Inc manage?

Schwerin Boyle Capital Management Inc reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $816.0M.