Schwerin Boyle Capital Management
SPRINGFIELD, MAfiles as SCHWERIN BOYLE CAPITAL MANAGEMENT INC
$816m in 49 US stocks at the end of 30 June 2026. The top 10 are 54.7% of the money. It changed about 10.6% of the portfolio this quarter.
Value
$816m
Stocks
49
Top 10 share
54.7%
Turnover
10.6%
What changed this quarter
New
Bought for the first time this quarter.
- ExxonMobil HoldingsXOM3.3% of the fund
- Meritage HomesMTH1.5% of the fund
- Simpson ManufacturingSSD0.4% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- AlphabetGOOG6.4% of the fund-3%
- Wells Fargo & CompanyWFC6.2% of the fund-5%
- American ExpressAXP5.8% of the fund-3%
- Sensata Technologies HoldingST3.3% of the fund-5%
- LoewsL2.1% of the fund-3%
- AgcoAGCO2.1% of the fund-3%
- Coca-ColaKO1.8% of the fund-5%
- PfizerPFE1.6% of the fund-3%
- Liberty MediaFWONK0.8% of the fund-5%
- MicrosoftMSFT0.8% of the fund-2%
- Intercontinental ExchangeICE0.7% of the fund-2%
- PayPal HoldingsPYPL0.5% of the fund-3%
- Anheuser-Busch InBev SABUD0.4% of the fund-7%
- Liberty Live HoldingsLLYVA0.3% of the fund-3%
- Westinghouse Air Brake TechnologiesWAB<0.1% of the fund-3%
- Liberty Live HoldingsLLYVK<0.1% of the fund-5%
Sold out
Sold their entire stake.
Holdings
- Schwab Strategic TRSCHF
- Share
- 2.1%
- Value
- $18m
- Shares
- 632,381
Held
- Vanguard Intl Equity Index FVWO
- Share
- 1.9%
- Value
- $16m
- Shares
- 264,964
Held
- Wisdomtree TRDFJ
- Share
- 0.7%
- Value
- $6m
- Shares
- 52,336
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.2%
- Value
- $1m
- Shares
- 2
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire HathawayBRK-B | 13.1% | $107m | 213,066 | Held |
| AlphabetGOOG | 6.4% | $52m | 147,745 | -3% |
| Wells Fargo & CompanyWFC | 6.2% | $51m | 615,291 | -5% |
| American ExpressAXP | 5.8% | $47m | 139,529 | -3% |
| Meta PlatformsMETA | 5.3% | $43m | 77,214 | Held |
| JPMorgan ChaseJPM | 4.4% | $36m | 109,913 | Held |
| SPX TechnologiesSPXC | 3.5% | $29m | 117,955 | Held |
| Acuity Inc. (de)AYI | 3.4% | $27m | 72,688 | Held |
| ExxonMobil HoldingsXOM | 3.3% | $27m | 197,612 | New |
| Sensata Technologies HoldingST | 3.3% | $27m | 558,975 | -5% |
| MastercardMA | 3.1% | $25m | 48,810 | Held |
| Schwab Strategic TRSCHF | 2.1% | $18m | 632,381 | Held |
| LoewsL | 2.1% | $17m | 154,251 | -3% |
| AgcoAGCO | 2.1% | $17m | 145,436 | -3% |
| Vanguard Intl Equity Index FVWO | 1.9% | $16m | 264,964 | Held |
| GentexGNTX | 1.9% | $16m | 621,286 | Held |
| Verizon CommunicationsVZ | 1.9% | $16m | 369,064 | Held |
| Phillips 66PSX | 1.9% | $15m | 89,788 | Held |
| Coca-ColaKO | 1.8% | $15m | 184,920 | -5% |
| XometryXMTR | 1.8% | $15m | 151,127 | Held |
| PfizerPFE | 1.6% | $13m | 529,743 | -3% |
| MckessonMCK | 1.5% | $12m | 16,000 | Held |
| Meritage HomesMTH | 1.5% | $12m | 142,423 | New |
| Occidental PetroleumOXY | 1.5% | $12m | 245,660 | Held |
| SLB LimitedSLB | 1.5% | $12m | 255,095 | Held |
| AccentureACN | 1.4% | $11m | 90,024 | Held |
| Charter CommunicationsCHTR | 1.3% | $10m | 72,995 | Held |
| Amazon.comAMZN | 1.3% | $10m | 43,150 | Held |
| Southwest AirlinesLUV | 1.2% | $9m | 183,927 | Held |
| AllegionALLE | 1.1% | $9m | 63,323 | Held |
| Dollar GeneralDG | 1.1% | $9m | 75,958 | Held |
| Aebi Schmidt Holding AGAEBI | 1.1% | $9m | 691,953 | Held |
| GartnerIT | 0.9% | $7m | 57,544 | Held |
| FiservFISV | 0.9% | $7m | 141,718 | Held |
| Liberty MediaFWONK | 0.8% | $7m | 70,525 | -5% |
| MicrosoftMSFT | 0.8% | $7m | 17,960 | -2% |
| CencoraCOR | 0.8% | $7m | 23,137 | Held |
| Intercontinental ExchangeICE | 0.7% | $6m | 45,025 | -2% |
| Wisdomtree TRDFJ | 0.7% | $6m | 52,336 | Held |
| EvertecEVTC | 0.7% | $5m | 194,727 | Held |
| Cognizant Technology SolutionsCTSH | 0.6% | $5m | 133,364 | Held |
| PayPal HoldingsPYPL | 0.5% | $4m | 92,638 | -3% |
| Simpson ManufacturingSSD | 0.4% | $3m | 16,400 | New |
| Anheuser-Busch InBev SABUD | 0.4% | $3m | 40,352 | -7% |
| Liberty Live HoldingsLLYVA | 0.3% | $3m | 25,218 | -3% |
| Berkshire Hathaway INC DELBRK-A | 0.2% | $1m | 2 | Held |
| Westinghouse Air Brake TechnologiesWAB | <0.1% | $700,016 | 2,596 | -3% |
| Liberty Live HoldingsLLYVK | <0.1% | $342,538 | 3,242 | -5% |
| DnowDNOW | <0.1% | $161,762 | 12,472 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 9.0% since 30 June 2025.
Where the money is
Financial services36.7%
Industrials16.1%
Media & telecom15.7%
Energy8.1%
Technology6.2%
Retail & consumer5.0%
Health care3.8%
Everyday goods3.3%
Other4.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.