# SCHWERIN BOYLE CAPITAL MANAGEMENT INC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 937522. Source: https://holderbook.com/funds/937522-schwerin-boyle-capital-management-inc/

- Reported value: $816.0M
- Positions: 49
- Weight of the ten largest: 54.7%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $106.6M | 213,066 | 13.1% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $52.2M | 147,745 | 6.4% | 30 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $50.8M | 615,291 | 6.2% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $47.2M | 139,529 | 5.8% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $43.5M | 77,214 | 5.3% | 26 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $36.0M | 109,913 | 4.4% | 31 |
| SPX TECHNOLOGIES INC | [SPXC](https://holderbook.com/stocks/SPXC/) | $28.9M | 117,955 | 3.5% | 16 |
| ACUITY INC | [AYI](https://holderbook.com/stocks/AYI/) | $27.4M | 72,688 | 3.4% | 12 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $27.0M | 197,612 | 3.3% | 1 |
| SENSATA TECHNOLOGIES HLDG PL | [ST](https://holderbook.com/stocks/ST/) | $26.7M | 558,975 | 3.3% | 9 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $25.1M | 48,810 | 3.1% | 31 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $17.5M | 632,381 | 2.1% | 14 |
| LOEWS CORP | [L](https://holderbook.com/stocks/L/) | $17.5M | 154,251 | 2.1% | 31 |
| AGCO CORP | [AGCO](https://holderbook.com/stocks/AGCO/) | $17.4M | 145,436 | 2.1% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $15.8M | 264,964 | 1.9% | 14 |
| GENTEX CORP | [GNTX](https://holderbook.com/stocks/GNTX/) | $15.7M | 621,286 | 1.9% | 31 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $15.6M | 369,064 | 1.9% | 13 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $15.2M | 89,788 | 1.9% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $15.0M | 184,920 | 1.8% | 6 |
| XOMETRY INC | [XMTR](https://holderbook.com/stocks/XMTR/) | $14.6M | 151,127 | 1.8% | 10 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $12.8M | 529,743 | 1.6% | 13 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $12.1M | 16,000 | 1.5% | 31 |
| MERITAGE HOMES CORP | [MTH](https://holderbook.com/stocks/MTH/) | $11.9M | 142,423 | 1.5% | 1 |
| OCCIDENTAL PETE CORP | [OXY](https://holderbook.com/stocks/OXY/) | $11.9M | 245,660 | 1.5% | 10 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $11.9M | 255,095 | 1.5% | 29 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $11.2M | 90,024 | 1.4% | 31 |
| CHARTER COMMUNICATIONS INC | [CHTR](https://holderbook.com/stocks/CHTR/) | $10.4M | 72,995 | 1.3% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $10.3M | 43,150 | 1.3% | 2 |
| SOUTHWEST AIRLS CO | [LUV](https://holderbook.com/stocks/LUV/) | $9.5M | 183,927 | 1.2% | 8 |
| ALLEGION PLC | [ALLE](https://holderbook.com/stocks/ALLE/) | $8.9M | 63,323 | 1.1% | 31 |
| DOLLAR GEN CORP | [DG](https://holderbook.com/stocks/DG/) | $8.7M | 75,958 | 1.1% | 8 |
| AEBI SCHMIDT HLDG AG | [AEBI](https://holderbook.com/stocks/AEBI/) | $8.7M | 691,953 | 1.1% | 4 |
| GARTNER INC | [IT](https://holderbook.com/stocks/IT/) | $7.5M | 57,544 | 0.9% | 31 |
| FISERV INC | [FISV](https://holderbook.com/stocks/FISV/) | $7.0M | 141,718 | 0.9% | 4 |
| LIBERTY MEDIA CORP DEL | [FWONK](https://holderbook.com/stocks/FWONK/) | $6.7M | 70,525 | 0.8% | 13 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.7M | 17,960 | 0.8% | 31 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $6.5M | 23,137 | 0.8% | 31 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $5.5M | 45,025 | 0.7% | 11 |
| WISDOMTREE TR | [DFJ](https://holderbook.com/stocks/DFJ/) | $5.5M | 52,336 | 0.7% | 8 |
| EVERTEC INC | [EVTC](https://holderbook.com/stocks/EVTC/) | $5.4M | 194,727 | 0.7% | 31 |
| COGNIZANT TECHNOLOGY SOLUTIO | [CTSH](https://holderbook.com/stocks/CTSH/) | $5.2M | 133,364 | 0.6% | 31 |
| PAYPAL HLDGS INC | [PYPL](https://holderbook.com/stocks/PYPL/) | $4.0M | 92,638 | 0.5% | 31 |
| SIMPSON MFG INC | [SSD](https://holderbook.com/stocks/SSD/) | $3.4M | 16,400 | 0.4% | 1 |
| ANHEUSER BUSCH INBEV SA/NV | [BUD](https://holderbook.com/stocks/BUD/) | $3.3M | 40,352 | 0.4% | 21 |
| LIBERTY LIVE HOLDINGS INC | [LLYVA](https://holderbook.com/stocks/LLYVA/) | $2.6M | 25,218 | 0.3% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $1.5M | 2 | 0.2% | 31 |
| WABTEC | [WAB](https://holderbook.com/stocks/WAB/) | $700.0K | 2,596 | 0.1% | 30 |
| LIBERTY LIVE HOLDINGS INC | [LLYVK](https://holderbook.com/stocks/LLYVK/) | $342.5K | 3,242 | 0.0% | 3 |
| DNOW INC | [DNOW](https://holderbook.com/stocks/DNOW/) | $161.8K | 12,472 | 0.0% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +3.6% | +14.8% | -11.2% | 100% |
| Q1 2026 | -5.3% | -4.6% | -0.6% | 100% |
| Q4 2025 | +2.6% | +2.4% | +0.2% | 100% |
| Q3 2025 | +3.1% | +7.8% | -4.7% | 99% |
| Q2 2025 | +4.9% | +10.5% | -5.5% | 100% |
| Q1 2025 | +0.2% | -4.6% | +4.7% | 100% |
| Q4 2024 | +1.9% | +2.1% | -0.2% | 100% |
| Q3 2024 | +6.5% | +5.4% | +1.1% | 100% |

## Quarter by quarter

| Quarter | 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 |