Schwerin Boyle Capital Management Inc reported 46 positions worth $777.12M for the quarter ended Jun 30, 2026, up 3.2% on the prior quarter. It opened 2 new positions, added to 0, trimmed 34 and exited 0. Its largest holding is Berkshire Hathaway Inc at 13.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| WFC Wells Fargo & Company | -34.0K | -5.2% | $2.81M | 6.54% |
| GOOG Alphabet Inc. | -4,705 | -3.1% | $1.66M | 6.72% |
| ST Sensata Technologies Holding plc | -28.7K | -4.9% | $1.37M | 3.43% |
| AXP American Express Co | -3,875 | -2.7% | $1.31M | 6.07% |
| BRK-B Berkshire Hathaway Inc | -2,343 | -1.1% | $1.17M | 13.72% |
| KO Coca Cola Co | -9,750 | -5.0% | $792.38K | 1.93% |
| META Meta Platforms, Inc. | -1,165 | -1.5% | $656.23K | 5.6% |
| AGCO Agco Corp | -4,900 | -3.3% | $586.53K | 2.24% |
| JPM Jpmorgan Chase & Co | -1,700 | -1.5% | $556.46K | 4.63% |
| AYI Acuity Inc. (De) | -1,375 | -1.9% | $517.91K | 3.52% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 213.1K | $106.62M | 13.72% | -2,343 | -1.1% | Reduced | 0.02% |
| 2 | GOOG Alphabet Inc. | Technology | 147.7K | $52.20M | 6.72% | -4,705 | -3.1% | Reduced | 0% |
| 3 | WFC Wells Fargo & Company | Financial Services | 615.3K | $50.85M | 6.54% | -34.0K | -5.2% | Reduced | 0.02% |
| 4 | AXP American Express Co | Financial Services | 139.5K | $47.20M | 6.07% | -3,875 | -2.7% | Reduced | 0.02% |
| 5 | META Meta Platforms, Inc. | Technology | 77.2K | $43.49M | 5.6% | -1,165 | -1.5% | Reduced | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 109.9K | $35.98M | 4.63% | -1,700 | -1.5% | Reduced | 0% |
| 7 | SPXC SPX Technologies, Inc. | Industrials | 118.0K | $28.92M | 3.72% | -1,995 | -1.7% | Reduced | 0.24% |
| 8 | AYI Acuity Inc. (De) | Industrials | 72.7K | $27.38M | 3.52% | -1,375 | -1.9% | Reduced | 0.24% |
| 9 | XOM ExxonMobil Holdings Corp | Energy | 197.6K | $27.02M | 3.48% | -3,550 | -1.8% | Reduced | 0% |
| 10 | ST Sensata Technologies Holding plc | Industrials | 559.0K | $26.69M | 3.43% | -28.7K | -4.9% | Reduced | 0.38% |
| 11 | MA Mastercard Inc | Financial Services | 48.8K | $25.07M | 3.23% | -700 | -1.4% | Reduced | 0.01% |
| 12 | L Loews Corp | Financial Services | 154.3K | $17.46M | 2.25% | -4,325 | -2.7% | Reduced | 0.08% |
| 13 | AGCO Agco Corp | Industrials | 145.4K | $17.41M | 2.24% | -4,900 | -3.3% | Reduced | 0.2% |
| 14 | GNTX Gentex Corp | Consumer Discretionary | 621.3K | $15.70M | 2.02% | 0 | 0.0% | Unchanged | 0.29% |
| 15 | VZ Verizon Communications Inc | Communication Services | 369.1K | $15.63M | 2.01% | -3,550 | -1.0% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Schwerin Boyle Capital Management.
As of its Q2 2026 13F filing, Schwerin Boyle Capital Management Inc’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 13.7%, Alphabet Inc. (GOOG) at 6.7%, Wells Fargo & Company (WFC) at 6.5%, American Express Co (AXP) at 6.1%, Meta Platforms, Inc. (META) at 5.6% of the reported portfolio.
Schwerin Boyle Capital Management Inc reported a 13F portfolio worth $777.12M across 46 positions for Q2 2026. That is up 3.2% from the previous quarter.
Its largest purchases by value were Meritage Homes CORP ($11.94M), Simpson Manufacturing Co., Inc. ($3.43M). It opened 2 new positions.
Its largest sales by value were Wells Fargo & Company ($2.81M), Alphabet Inc. ($1.66M), Sensata Technologies Holding plc ($1.37M). It exited 0 positions entirely.
From the Form 13F-HR reports Schwerin Boyle Capital Management Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.