Schwerin Boyle Capital Management Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Schwerin Boyle Capital Management Inc. reported 49 stock positions worth $816.0 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 13.1% of the portfolio, followed by Alphabet Class C (GOOG, 6.4%) and Wells Fargo (WFC, 6.2%). Compared with Q1 2026, it opened 2 new positions and reduced 34. The biggest buy was a new position in Meritage Homes (MTH) and the biggest sale Exxonmobil (XOM, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, MA
- CIK
- 0000937522
- Portfolio Value
- $816.0M (Q2 2026)
- SEC Filing
- 0001376474-26-000541 ↗ filed Aug 7, 2026
Holdings Value
Holdings 49 stocks · $816.0M
| BRK.B Berkshire Hathaway Inc. Class B | 13.07% | 213,066 | $106.6M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 6.40% | 147,745 | $52.2M | Reduce -3.1% |
| WFC Wells Fargo & Co. | 6.23% | 615,291 | $50.8M | Reduce -5.2% |
| AXP American Express Co. | 5.78% | 139,529 | $47.2M | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 5.33% | 77,214 | $43.5M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 4.41% | 109,913 | $36.0M | Reduce -1.5% |
| SPXC SPX Technologies Inc. | 3.54% | 117,955 | $28.9M | Reduce -1.7% |
| AYI Acuity Inc. | 3.36% | 72,688 | $27.4M | Reduce -1.9% |
| XOM Exxonmobil Holdings Corp. | 3.31% | 197,612 | $27.0M | Reduce -1.8% |
| ST Sensata Technologies Holdplc | 3.27% | 558,975 | $26.7M | Reduce -4.9% |
| MA Mastercard Inc. Class A | 3.07% | 48,810 | $25.1M | Reduce -1.4% |
| SCHF Schwab Intl Equity ETF | 2.15% | 632,381 | $17.5M | No change |
| L Loews Corp. | 2.14% | 154,251 | $17.5M | Reduce -2.7% |
| AGCO Agco Corp. | 2.13% | 145,436 | $17.4M | Reduce -3.3% |
| VWO Vanguard Ftse Emerging Marke | 1.94% | 264,964 | $15.8M | No change |
| GNTX Gentex Corp. | 1.92% | 621,286 | $15.7M | No change |
| VZ Verizon Communications Inc. | 1.92% | 369,064 | $15.6M | Reduce -0.9% |
| PSX Phillips 66 | 1.86% | 89,788 | $15.2M | Reduce -1.9% |
| KO The Coca-Cola Co. | 1.84% | 184,920 | $15.0M | Reduce -5.0% |
| XMTR Xometry Inc. Class A | 1.79% | 151,127 | $14.6M | No change |
| PFE Pfizer Inc. | 1.56% | 529,743 | $12.8M | Reduce -2.6% |
| MCK McKesson Corp. | 1.48% | 16,000 | $12.1M | No change |
| MTH Meritage Homes Corp. | 1.46% | 142,423 | $11.9M | New |
| OXY Occidental Petroleum Corp. | 1.46% | 245,660 | $11.9M | Reduce -0.4% |
| SLB SLB Ltd. filed as SLB LIMITED | 1.45% | 255,095 | $11.9M | Reduce -1.1% |
| ACN Accenture PLC Class A | 1.37% | 90,024 | $11.2M | Reduce -1.5% |
| CHTR Charter Communications Inc. Class A | 1.27% | 72,995 | $10.4M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 1.26% | 43,150 | $10.3M | No change |
| LUV Southwest Airlines Co. | 1.16% | 183,927 | $9.5M | No change |
| ALLE Allegion PLC | 1.09% | 63,323 | $8.9M | Reduce -1.3% |
| DG Dollar General Corp. | 1.07% | 75,958 | $8.7M | No change |
| AEBI Aebi Schmidt Holding AG | 1.06% | 691,953 | $8.7M | No change |
| IT Gartner Inc. | 0.91% | 57,544 | $7.5M | Reduce -1.6% |
| FISV Fiserv Inc. | 0.85% | 141,718 | $7.0M | No change |
| FWONK Liberty Media Corp. Class C | 0.82% | 70,525 | $6.7M | Reduce -5.0% |
| MSFT Microsoft Corp. | 0.82% | 17,960 | $6.7M | Reduce -2.4% |
| COR Cencora Inc. | 0.80% | 23,137 | $6.5M | Reduce -1.7% |
| ICE Intercontinental Exchange Inc. | 0.68% | 45,025 | $5.5M | Reduce -2.3% |
| DFJ Wisdomtree JPN S/C DVD Fund | 0.68% | 52,336 | $5.5M | No change |
| EVTC Evertec Inc. | 0.66% | 194,727 | $5.4M | No change |
| CTSH Cognizant Tech Solutions-A | 0.63% | 133,364 | $5.2M | Reduce -0.5% |
| PYPL PayPal Holdings Inc. | 0.49% | 92,638 | $4.0M | Reduce -2.8% |
| SSD Simpson Manufacturing Co. Inc. | 0.42% | 16,400 | $3.4M | New |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.41% | 40,352 | $3.3M | Reduce -6.7% |
| LLYVA Liberty Live Holdings Class A | 0.31% | 25,218 | $2.6M | Reduce -2.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 2 | $1.5M | No change |
| WAB Wabtec Corp. | 0.09% | 2,596 | $700K | Reduce -2.9% |
| LLYVK Liberty Live Holdings Class C | 0.04% | 3,242 | $343K | Reduce -4.7% |
| DNOW Dnow Inc. | 0.02% | 12,472 | $162K | Reduce -1.7% |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxonmobil Holdings Corp. | Reduce -1.8% | 3.31% | −1.02 |
| ACN Accenture PLC Class A | Reduce -1.5% | 1.37% | −0.93 |
| CHTR Charter Communications Inc. Class A | Reduce -1.5% | 1.27% | −0.76 |
| OXY Occidental Petroleum Corp. | Reduce -0.4% | 1.46% | −0.57 |
| VZ Verizon Communications Inc. | Reduce -0.9% | 1.92% | −0.46 |
| CTSH Cognizant Tech Solutions-A | Reduce -0.5% | 0.63% | −0.41 |
| PFE Pfizer Inc. | Reduce -2.6% | 1.56% | −0.37 |
| META Meta Platforms Inc. Class A | Reduce -1.5% | 5.33% | −0.36 |
| WFC Wells Fargo & Co. | Reduce -5.2% | 6.23% | −0.33 |
| IT Gartner Inc. | Reduce -1.6% | 0.91% | −0.26 |
| PSX Phillips 66 | Reduce -1.9% | 1.86% | −0.26 |
| ICE Intercontinental Exchange Inc. | Reduce -2.3% | 0.68% | −0.24 |
| SLB SLB Ltd. | Reduce -1.1% | 1.45% | −0.23 |
| COR Cencora Inc. | Reduce -1.7% | 0.80% | −0.14 |
| ALLE Allegion PLC | Reduce -1.3% | 1.09% | −0.09 |
| AGCO Agco Corp. | Reduce -3.3% | 2.13% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -1.4% | 3.07% | −0.07 |
| PYPL PayPal Holdings Inc. | Reduce -2.8% | 0.49% | −0.06 |
| MSFT Microsoft Corp. | Reduce -2.4% | 0.82% | −0.04 |
| KO The Coca-Cola Co. | Reduce -5.0% | 1.84% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 13.07% | −0.03 |
| L Loews Corp. | Reduce -2.7% | 2.14% | −0.01 |
| DNOW Dnow Inc. | Reduce -1.7% | 0.02% | +0.00 |
| WAB Wabtec Corp. | Reduce -2.9% | 0.09% | +0.00 |
| LLYVK Liberty Live Holdings Class C | Reduce -4.7% | 0.04% | +0.00 |
| LLYVA Liberty Live Holdings Class A | Reduce -2.7% | 0.31% | +0.01 |
| FWONK Liberty Media Corp. Class C | Reduce -5.0% | 0.82% | +0.02 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -6.7% | 0.41% | +0.03 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 4.41% | +0.24 |
| AXP American Express Co. | Reduce -2.7% | 5.78% | +0.28 |
| SPXC SPX Technologies Inc. | Reduce -1.7% | 3.54% | +0.50 |
| ST Sensata Technologies Holdplc | Reduce -4.9% | 3.27% | +0.64 |
| AYI Acuity Inc. | Reduce -1.9% | 3.36% | +0.72 |
| GOOG Alphabet Inc. Class C | Reduce -3.1% | 6.40% | +0.85 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $816.0M | BRK.B, GOOG, WFC, AXP, META |
| Q1 2026 | 47 | $788.0M | BRK.B, WFC, META, GOOG, AXP |
| Q4 2025 | 46 | $912.7M | BRK.B, GOOG, WFC, AXP, META |
| Q3 2025 | 47 | $914.9M | BRK.B, META, WFC, GOOG, AXP |
| Q2 2025 | 51 | $897.0M | BRK.B, META, WFC, AXP, GOOG |
| Q1 2025 | 53 | $970.1M | BRK.B, META, WFC, AXP, GOOG |
| Q4 2024 | 53 | $974.9M | BRK.B, META, WFC, AXP, GOOG |
| Q3 2024 | 53 | $954.6M | BRK.B, META, AXP, WFC, GOOG |
| Q2 2024 | 51 | $953.4M | BRK.B, META, GOOG, WFC, AXP |
| Q1 2024 | 52 | $1.0B | BRK.B, META, AXP, WFC, GOOG |