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Schwerin Boyle Capital Management Inc Top Holdings and 13F Report (2026)

About Schwerin Boyle Capital Management Inc

Investment Activity

  • Schwerin Boyle Capital Management Inc has $787.98 million in total holdings as of March 31, 2026.
  • Schwerin Boyle Capital Management Inc owns shares of 47 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 3.17% of the portfolio was purchased this quarter.
  • About 12.89% of the portfolio was sold this quarter.
  • This quarter, Schwerin Boyle Capital Management Inc has purchased 46 new stocks and bought additional shares in 1 stock.
  • Schwerin Boyle Capital Management Inc sold shares of 42 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Berkshire Hathaway
$103,223,993
Meta Platforms
$44,842,977
Alphabet
$43,731,807
American Express
$43,376,842

Largest New Holdings this Quarter

16119P108 - Charter Communications
$15,995,629 Holding
023135106 - Amazon.com
$8,986,850 Holding

Largest Purchases this Quarter

Charter Communications
74,095 shares (about $16.00M)
Amazon.com
43,150 shares (about $8.99M)
Microsoft
10 shares (about $3.70K)

Largest Sales this Quarter

Alphabet
69,594 shares (about $19.96M)
Berkshire Hathaway
25,749 shares (about $12.34M)
Wells Fargo & Company
91,971 shares (about $7.32M)
McKesson
7,550 shares (about $6.53M)
Meta Platforms
10,238 shares (about $5.86M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSchwerin Boyle Capital Management Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$103,223,993$12,338,921 â–¼-10.7%215,40913.1%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$51,689,260$7,321,811 â–¼-12.4%649,2816.6%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$44,842,977$5,857,467 â–¼-11.6%78,3795.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$43,731,807$19,963,735 â–¼-31.3%152,4505.5%Computer and Technology
American Express Company stock logo
AXP
American Express
$43,376,842$4,816,994 â–¼-10.0%143,4045.5%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$34,129,145$2,448,194 â–¼-6.7%201,1624.3%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$32,832,080$2,332,689 â–¼-6.6%111,6134.2%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$24,738,167$3,117,878 â–¼-11.2%49,5103.1%Business Services
SPX Technologies, Inc. stock logo
SPXC
SPX Technologies
$23,982,803$2,499,250 â–¼-9.4%119,9503.0%Business Services
Acuity, Inc. stock logo
AYI
Acuity
$20,753,934$1,640,688 â–¼-7.3%74,0632.6%Business Services
Sensata Technologies Holding N.V. stock logo
ST
Sensata Technologies
$20,696,152$3,002,505 â–¼-12.7%587,6252.6%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$18,705,223$1,317,750 â–¼-6.6%372,6142.4%Computer and Technology
Accenture PLC stock logo
ACN
Accenture
$18,123,508$2,059,242 â–¼-10.2%91,3992.3%Computer and Technology
AGCO Corporation stock logo
AGCO
AGCO
$17,419,432$1,367,614 â–¼-7.3%150,3362.2%Industrials
Loews Corporation stock logo
L
Loews
$16,926,402$2,014,717 â–¼-10.6%158,5762.1%Finance
Phillips 66 stock logo
PSX
Phillips 66
$16,680,947$533,423 â–¼-3.1%91,5632.1%Energy
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$16,029,650$1,805,570 â–¼-10.1%246,6102.0%Energy
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$15,995,629$15,995,629 â–²New Holding74,0952.0%Consumer Discretionary
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$15,651,430$1,834,445 â–¼-10.5%632,3812.0%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$15,271,111$1,149,174 â–¼-7.0%543,8431.9%Medical
CocaCola Company (The) stock logo
KO
CocaCola
$14,804,653$1,945,359 â–¼-11.6%194,6701.9%Consumer Staples
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$14,321,304$1,678,577 â–¼-10.5%264,9641.8%ETF
McKesson Corporation stock logo
MCK
McKesson
$13,845,760$6,533,468 â–¼-32.1%16,0001.8%Medical
Gentex Corporation stock logo
GNTX
Gentex
$13,575,099$1,626,339 â–¼-10.7%621,2861.7%Auto/Tires/Trucks
SLB Limited stock logo
SLB
SLB
$13,257,078$892,901 â–¼-6.3%257,9701.7%Energy
Allegion PLC stock logo
ALLE
Allegion
$9,316,431$612,688 â–¼-6.2%64,1231.2%Industrials
Gartner, Inc. stock logo
IT
Gartner
$9,259,090$874,829 â–¼-8.6%58,4761.2%Business Services
Dollar General Corporation stock logo
DG
Dollar General
$9,018,493$1,097,421 â–¼-10.8%75,9581.1%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,986,850$8,986,850 â–²New Holding43,1501.1%Retail/Wholesale
Cognizant Technology Solutions Corporation stock logo
CTSH
Cognizant Technology Solutions
$8,218,691$843,010 â–¼-9.3%133,9641.0%Computer and Technology
FISERV INC
$7,907,864$953,176 â–¼-10.8%141,7181.0%COM
Cencora, Inc. stock logo
COR
Cencora
$7,393,913$1,158,548 â–¼-13.5%23,5370.9%Medical
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$7,250,608$1,081,300 â–¼-13.0%46,1000.9%Finance
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$6,910,137$814,255 â–¼-10.5%183,9270.9%Transportation
Microsoft Corporation stock logo
MSFT
Microsoft
$6,814,830$3,702 â–²0.1%18,4100.9%Computer and Technology
AEBI-SCHMIDT
$6,718,864$797,249 â–¼-10.6%691,9530.9%COM
Liberty Media Corporation - Liberty Formula One Series C stock logo
FWONK
Liberty Media Corporation - Liberty Formula One Series C
$6,314,860$59,514 â–¼-0.9%74,2750.8%Consumer Discretionary
Xometry, Inc. stock logo
XMTR
Xometry
$6,172,027$723,399 â–¼-10.5%151,1270.8%Industrials
Evertec, Inc. stock logo
EVTC
Evertec
$5,495,196$644,065 â–¼-10.5%194,7270.7%Business Services
DFJ
WisdomTree Japan SmallCap Dividend Fund
$5,341,412$626,036 â–¼-10.5%52,3360.7%Finance
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$4,308,745$231,804 â–¼-5.1%95,2630.5%Business Services
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$3,000,391$32,951 â–¼-1.1%43,2520.4%Consumer Staples
LIBERTY LIVE A
$2,375,126$609,314 â–¼-20.4%25,9180.3%COM
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,436,2800.0%20.2%Finance
Wabtec stock logo
WAB
Wabtec
$668,259$79,471 â–¼-10.6%2,6740.1%Transportation
LIBERTY LIVE C
$320,068$2,729 â–¼-0.8%3,4010.0%COM
DNOW Inc. stock logo
DNOW
DNOW
$151,0660.0%12,6840.0%Industrials
International Business Machines Corporation stock logo
IBM
International Business Machines
$0$222,157 â–¼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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