Schwerin Boyle Capital Management Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Schwerin Boyle Capital Management Inc. reported 47 stock positions worth $788.0 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 13.1% of the portfolio, followed by Wells Fargo (WFC, 6.6%) and Meta Platforms Class A (META, 5.7%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 1 and reduced 42. The biggest buy was a new position in Charter Communications Class A (CHTR) and the biggest sale Alphabet Class C (GOOG, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, MA
- CIK
- 0000937522
- Portfolio Value
- $788.0M (Q1 2026)
- SEC Filing
- 0001376474-26-000375 ↗ filed May 14, 2026
Holdings Value
Holdings 47 stocks · $788.0M
| BRK.B Berkshire Hathaway Inc. Class B | 13.10% | 215,409 | $103.2M | Reduce -10.7% |
| WFC Wells Fargo & Co. | 6.56% | 649,281 | $51.7M | Reduce -12.4% |
| META Meta Platforms Inc. Class A | 5.69% | 78,379 | $44.8M | Reduce -11.6% |
| GOOG Alphabet Inc. Class C | 5.55% | 152,450 | $43.7M | Reduce -31.3% |
| AXP American Express Co. | 5.50% | 143,404 | $43.4M | Reduce -10.0% |
| XOM Exxon Mobil Corp. | 4.33% | 201,162 | $34.1M | Reduce -6.7% |
| JPM JPMorgan Chase & Co. | 4.17% | 111,613 | $32.8M | Reduce -6.6% |
| MA Mastercard Inc. Class A | 3.14% | 49,510 | $24.7M | Reduce -11.2% |
| SPXC SPX Technologies Inc. | 3.04% | 119,950 | $24.0M | Reduce -9.4% |
| AYI Acuity Inc. | 2.63% | 74,063 | $20.8M | Reduce -7.3% |
| ST Sensata Technologies Holdplc | 2.63% | 587,625 | $20.7M | Reduce -12.7% |
| VZ Verizon Communications Inc. | 2.37% | 372,614 | $18.7M | Reduce -6.6% |
| ACN Accenture PLC Class A | 2.30% | 91,399 | $18.1M | Reduce -10.2% |
| AGCO Agco Corp. | 2.21% | 150,336 | $17.4M | Reduce -7.3% |
| L Loews Corp. | 2.15% | 158,576 | $16.9M | Reduce -10.6% |
| PSX Phillips 66 | 2.12% | 91,563 | $16.7M | Reduce -3.1% |
| OXY Occidental Petroleum Corp. | 2.03% | 246,610 | $16.0M | Reduce -10.1% |
| CHTR Charter Communications Inc. Class A | 2.03% | 74,095 | $16.0M | New |
| SCHF Schwab Intl Equity ETF | 1.99% | 632,381 | $15.7M | Reduce -10.5% |
| PFE Pfizer Inc. | 1.94% | 543,843 | $15.3M | Reduce -7.0% |
| KO The Coca-Cola Co. | 1.88% | 194,670 | $14.8M | Reduce -11.6% |
| VWO Vanguard Ftse Emerging Marke | 1.82% | 264,964 | $14.3M | Reduce -10.5% |
| MCK McKesson Corp. | 1.76% | 16,000 | $13.8M | Reduce -32.1% |
| GNTX Gentex Corp. | 1.72% | 621,286 | $13.6M | Reduce -10.7% |
| SLB SLB Ltd. filed as SLB LIMITED | 1.68% | 257,970 | $13.3M | Reduce -6.3% |
| ALLE Allegion PLC | 1.18% | 64,123 | $9.3M | Reduce -6.2% |
| IT Gartner Inc. | 1.18% | 58,476 | $9.3M | Reduce -8.6% |
| DG Dollar General Corp. | 1.14% | 75,958 | $9.0M | Reduce -10.8% |
| AMZN Amazon.com Inc. | 1.14% | 43,150 | $9.0M | New |
| CTSH Cognizant Tech Solutions-A | 1.04% | 133,964 | $8.2M | Reduce -9.3% |
| FISV Fiserv Inc. | 1.00% | 141,718 | $7.9M | Reduce -10.8% |
| COR Cencora Inc. | 0.94% | 23,537 | $7.4M | Reduce -13.6% |
| ICE Intercontinental Exchange Inc. | 0.92% | 46,100 | $7.3M | Reduce -13.0% |
| LUV Southwest Airlines Co. | 0.88% | 183,927 | $6.9M | Reduce -10.5% |
| MSFT Microsoft Corp. | 0.86% | 18,410 | $6.8M | Add +0.1% |
| AEBI Aebi Schmidt Holding AG | 0.85% | 691,953 | $6.7M | Reduce -10.6% |
| FWONK Liberty Media Corp. Class C | 0.80% | 74,275 | $6.3M | Reduce -0.9% |
| XMTR Xometry Inc. Class A | 0.78% | 151,127 | $6.2M | Reduce -10.5% |
| EVTC Evertec Inc. | 0.70% | 194,727 | $5.5M | Reduce -10.5% |
| DFJ Wisdomtree JPN S/C DVD Fund | 0.68% | 52,336 | $5.3M | Reduce -10.5% |
| PYPL PayPal Holdings Inc. | 0.55% | 95,263 | $4.3M | Reduce -5.1% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.38% | 43,252 | $3.0M | Reduce -1.1% |
| LLYVA Liberty Live Holdings Class A | 0.30% | 25,918 | $2.4M | Reduce -20.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 2 | $1.4M | No change |
| WAB Wabtec Corp. | 0.08% | 2,674 | $668K | Reduce -10.6% |
| LLYVK Liberty Live Holdings Class C | 0.04% | 3,401 | $320K | Reduce -0.8% |
| DNOW Dnow Inc. | 0.02% | 12,684 | $151K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| GOOG Alphabet Inc. Class C | Reduce -31.3% | 5.55% | −2.08 |
| WFC Wells Fargo & Co. | Reduce -12.4% | 6.56% | −1.01 |
| AXP American Express Co. | Reduce -10.0% | 5.50% | −0.95 |
| META Meta Platforms Inc. Class A | Reduce -11.6% | 5.69% | −0.72 |
| ACN Accenture PLC Class A | Reduce -10.2% | 2.30% | −0.69 |
| IT Gartner Inc. | Reduce -8.6% | 1.18% | −0.59 |
| AYI Acuity Inc. | Reduce -7.3% | 2.63% | −0.52 |
| MCK McKesson Corp. | Reduce -32.1% | 1.76% | −0.36 |
| MA Mastercard Inc. Class A | Reduce -11.2% | 3.14% | −0.35 |
| XMTR Xometry Inc. Class A | Reduce -10.5% | 0.78% | −0.32 |
| CTSH Cognizant Tech Solutions-A | Reduce -9.3% | 1.04% | −0.30 |
| AEBI Aebi Schmidt Holding AG | Reduce -10.6% | 0.85% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -10.7% | 13.10% | −0.18 |
| FISV Fiserv Inc. | Reduce -10.8% | 1.00% | −0.17 |
| PYPL PayPal Holdings Inc. | Reduce -5.1% | 0.55% | −0.10 |
| DG Dollar General Corp. | Reduce -10.8% | 1.14% | −0.09 |
| COR Cencora Inc. | Reduce -13.6% | 0.94% | −0.07 |
| LUV Southwest Airlines Co. | Reduce -10.5% | 0.88% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -6.6% | 4.17% | −0.05 |
| GNTX Gentex Corp. | Reduce -10.7% | 1.72% | −0.05 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -13.0% | 0.92% | −0.02 |
| ALLE Allegion PLC | Reduce -6.2% | 1.18% | −0.01 |
| FWONK Liberty Media Corp. Class C | Reduce -0.9% | 0.80% | −0.01 |
| EVTC Evertec Inc. | Reduce -10.5% | 0.70% | +0.00 |
| LLYVK Liberty Live Holdings Class C | Reduce -0.8% | 0.04% | +0.01 |
| LLYVA Liberty Live Holdings Class A | Reduce -20.4% | 0.30% | +0.01 |
| WAB Wabtec Corp. | Reduce -10.6% | 0.08% | +0.01 |
| DFJ Wisdomtree JPN S/C DVD Fund | Reduce -10.5% | 0.68% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Reduce -10.5% | 1.82% | +0.07 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -1.1% | 0.38% | +0.07 |
| L Loews Corp. | Reduce -10.6% | 2.15% | +0.10 |
| SCHF Schwab Intl Equity ETF | Reduce -10.5% | 1.99% | +0.13 |
| SPXC SPX Technologies Inc. | Reduce -9.4% | 3.04% | +0.14 |
| ST Sensata Technologies Holdplc | Reduce -12.7% | 2.63% | +0.17 |
| KO The Coca-Cola Co. | Reduce -11.6% | 1.88% | +0.19 |
| PFE Pfizer Inc. | Reduce -7.0% | 1.94% | +0.34 |
| AGCO Agco Corp. | Reduce -7.3% | 2.21% | +0.36 |
| SLB SLB Ltd. | Reduce -6.3% | 1.68% | +0.52 |
| VZ Verizon Communications Inc. | Reduce -6.6% | 2.37% | +0.59 |
| PSX Phillips 66 | Reduce -3.1% | 2.12% | +0.78 |
| OXY Occidental Petroleum Corp. | Reduce -10.1% | 2.03% | +0.80 |
| XOM Exxon Mobil Corp. | Reduce -6.7% | 4.33% | +1.49 |
Portfolio Buys Q4 2025 → Q1 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 |