Schwerin Boyle Capital Management Inc Top Holdings and 13F Report (2026) About Schwerin Boyle Capital Management IncInvestment ActivitySchwerin Boyle Capital Management Inc has $815.97 million in total holdings as of June 30, 2026.Schwerin Boyle Capital Management Inc owns shares of 49 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 5.20% of the portfolio was purchased this quarter.About 6.09% of the portfolio was sold this quarter.This quarter, Schwerin Boyle Capital Management Inc has purchased 47 new stocks and bought additional shares in 0 stocks.Schwerin Boyle Capital Management Inc sold shares of 33 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $106,616,096Alphabet $52,202,741Wells Fargo & Company $50,847,648American Express $47,195,684Meta Platforms $43,493,874 Largest New Holdings this Quarter 30233Q108 - EXXON MOBIL $27,017,513 Holding59001A102 - Meritage Homes $11,942,169 Holding829073105 - Simpson Manufacturing $3,433,340 Holding Largest Purchases this Quarter EXXON MOBIL 197,612 shares (about $27.02M)Meritage Homes 142,423 shares (about $11.94M)Simpson Manufacturing 16,400 shares (about $3.43M) Largest Sales this Quarter Wells Fargo & Company 33,990 shares (about $2.81M)Alphabet 4,705 shares (about $1.66M)Sensata Technologies 28,650 shares (about $1.37M)American Express 3,875 shares (about $1.31M)Berkshire Hathaway 2,343 shares (about $1.17M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSchwerin Boyle Capital Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$106,616,096$1,172,414 â–¼-1.1%213,06613.1%FinanceGOOGAlphabet$52,202,741$1,662,418 â–¼-3.1%147,7456.4%Communication ServicesWFCWells Fargo & Company$50,847,648$2,808,934 â–¼-5.2%615,2916.2%FinanceAXPAmerican Express$47,195,684$1,310,719 â–¼-2.7%139,5295.8%FinanceMETAMeta Platforms$43,493,874$656,233 â–¼-1.5%77,2145.3%Communication ServicesJPMJPMorgan Chase & Co.$35,977,822$556,461 â–¼-1.5%109,9134.4%FinanceSPXCSPX Technologies$28,919,027$489,114 â–¼-1.7%117,9553.5%IndustrialsAYIAcuity$27,378,662$517,907 â–¼-1.9%72,6883.4%IndustrialsEXXON MOBIL$27,017,513$27,017,513 â–²New Holding197,6123.3%COMSTSensata Technologies$26,685,466$1,367,751 â–¼-4.9%558,9753.3%IndustrialsMAMastercard$25,068,816$359,520 â–¼-1.4%48,8103.1%FinanceSCHFSchwab International Equity ETF$17,516,9540.0%632,3812.1%ETFLLoews$17,462,756$489,633 â–¼-2.7%154,2512.1%FinanceAGCOAGCO$17,408,689$586,530 â–¼-3.3%145,4362.1%IndustrialsVWOVanguard FTSE Emerging Markets ETF$15,815,7010.0%264,9641.9%ETFGNTXGentex$15,699,8970.0%621,2861.9%Consumer DiscretionaryVZVerizon Communications$15,626,170$150,307 â–¼-1.0%369,0641.9%Communication ServicesPSXPhillips 66$15,178,661$300,064 â–¼-1.9%89,7881.9%EnergyKOCocaCola$15,028,448$792,382 â–¼-5.0%184,9201.8%Consumer StaplesXMTRXometry$14,586,7780.0%151,1271.8%IndustrialsPFEPfizer$12,756,211$339,528 â–¼-2.6%529,7431.6%HealthcareMCKMcKesson$12,089,6000.0%16,0001.5%HealthcareMTHMeritage Homes$11,942,169$11,942,169 â–²New Holding142,4231.5%Consumer DiscretionaryOXYOccidental Petroleum$11,931,706$46,141 â–¼-0.4%245,6601.5%EnergySLBSLB$11,859,367$133,659 â–¼-1.1%255,0951.5%EnergyACNAccenture$11,202,587$171,105 â–¼-1.5%90,0241.4%TechnologyCHTRCharter Communications$10,380,619$156,431 â–¼-1.5%72,9951.3%Communication ServicesAMZNAmazon.com$10,284,3710.0%43,1501.3%Consumer DiscretionaryLUVSouthwest Airlines$9,457,5260.0%183,9271.2%IndustrialsALLEAllegion$8,896,319$112,393 â–¼-1.2%63,3231.1%IndustrialsDGDollar General$8,743,5250.0%75,9581.1%Consumer StaplesAEBI-SCHMIDT$8,684,0100.0%691,9531.1%COMITGartner$7,458,853$120,806 â–¼-1.6%57,5440.9%IndustrialsFISERV INC$6,951,2680.0%141,7180.9%COMFWONKLiberty Media Corporation - Liberty Formula One Series C$6,709,748$356,775 â–¼-5.0%70,5250.8%Communication ServicesMSFTMicrosoft$6,699,439$167,859 â–¼-2.4%17,9600.8%TechnologyCORCencora$6,547,308$113,192 â–¼-1.7%23,1370.8%HealthcareICEIntercontinental Exchange$5,543,028$132,343 â–¼-2.3%45,0250.7%FinanceDFJWisdomTree Japan SmallCap Dividend Fund$5,511,2420.0%52,3360.7%ETFEVTCEvertec$5,409,5160.0%194,7270.7%FinanceCTSHCognizant Technology Solutions$5,165,188$23,238 â–¼-0.4%133,3640.6%TechnologyPYPLPayPal$4,000,109$113,348 â–¼-2.8%92,6380.5%FinanceSSDSimpson Manufacturing$3,433,340$3,433,340 â–²New Holding16,4000.4%IndustrialsBUDAnheuser-Busch InBev SA/NV$3,325,005$238,960 â–¼-6.7%40,3520.4%Consumer StaplesLIBERTY LIVE A$2,553,575$70,882 â–¼-2.7%25,2180.3%COMBRK.ABerkshire Hathaway$1,497,7000.0%20.2%FinanceWABWabtec$700,016$21,033 â–¼-2.9%2,5960.1%IndustrialsLIBERTY LIVE C$342,538$16,799 â–¼-4.7%3,2420.0%COMDNOWDNOW$161,762$2,750 â–¼-1.7%12,4720.0%IndustrialsXOMExxonMobil$0$34,129,145 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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