Schwerin Boyle Capital Management Inc
Schwerin Boyle Capital Management Inc reported 49 holdings worth US$816M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Schwerin Boyle Capital Management Inc reported 49 holdings worth US$816M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Wells Fargo & Company. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 49
- Value as reported
- US$816M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 216K | US$108M | 13.2% |
| Alphabet Inc (google) Class C | 146K | US$52.2M | 6.4% |
| Wells Fargo & Company | 615K | US$50.8M | 6.2% |
| American Express Company | 140K | US$47.2M | 5.8% |
| Meta Platforms, Inc. | 77,214 | US$43.5M | 5.3% |
| Jp Morgan Chase & Co. | 110K | US$36M | 4.4% |
| Spx Technologies, Inc. | 118K | US$28.9M | 3.5% |
| Acuity Inc. | 72,688 | US$27.4M | 3.4% |
| Mastercard Incorporated | 48,810 | US$25.1M | 3.1% |
| Loews Corporation | 154K | US$17.5M | 2.1% |
| Agco Corporation | 145K | US$17.4M | 2.1% |
| Gentex Corporation | 621K | US$15.7M | 1.9% |
| Verizon Communications Inc. | 369K | US$15.6M | 1.9% |
| Phillips 66 | 89,788 | US$15.2M | 1.9% |
| Coca-cola Company (the) | 185K | US$15M | 1.8% |
| Xometry, Inc. | 151K | US$14.6M | 1.8% |
| Pfizer, Inc. | 530K | US$12.8M | 1.6% |
| Mckesson Corporation | 16,000 | US$12.1M | 1.5% |
| Meritage Homes Corporation | 142K | US$11.9M | 1.5% |
| Occidental Petroleum Corporation | 246K | US$11.9M | 1.5% |
| Charter Communications, Inc. | 72,995 | US$10.4M | 1.3% |
| Amazon.com, Inc. | 43,150 | US$10.3M | 1.3% |
| Southwest Airlines Company | 184K | US$9.46M | 1.2% |
| Dollar General Corporation | 75,958 | US$8.74M | 1.1% |
| Gartner, Inc. | 57,544 | US$7.46M | 0.91% |
| Fiserv, Inc. | 142K | US$6.95M | 0.85% |
| Liberty Media Corporation - Series A Liberty Formula One | 70,525 | US$6.71M | 0.82% |
| Microsoft Corp. | 17,960 | US$6.7M | 0.82% |
| Cencora, Inc. | 23,137 | US$6.55M | 0.80% |
| Intercontinental Exchange Inc. | 45,025 | US$5.54M | 0.68% |
| Cognizant Technology Solutions Corporation | 133K | US$5.17M | 0.63% |
| Paypal Holdings, Inc. | 92,638 | US$4M | 0.49% |
| Simpson Manufacturing Company, Inc. | 16,400 | US$3.43M | 0.42% |
| Anheuser-busch Inbev Sa/nv | 40,352 | US$3.33M | 0.41% |
| Liberty Live Holdings, Inc. - Series A Liberty Live Group | 27,414 | US$2.9M | 0.35% |
| Westinghouse Air Brake Technologies Corporation | 2,596 | US$700K | 0.09% |
| Dnow Inc. | 12,472 | US$162K | 0.02% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
Related