Schwerin Boyle Capital Management Inc Portfolio Stock Holdings
Schwerin Boyle Capital Management Inc disclosed 47 stock positions valued at approximately $788.0 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATH B, WELLS FARGO, and META PLATFORMS. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 47
- Portfolio Value
- $788.0M
Holdings by Sector
Schwerin Boyle Capital Management Inc Portfolio Holdings in Q1 2026
44 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATH B | BRK-B | Financial Services | 13.10% | 215,409 | -25,749 | -10.68% | $103,223,993 |
| WELLS FARGO | WFC | Financial Services | 6.56% | 649,281 | -91,971 | -12.41% | $51,689,260 |
| META PLATFORMS | META | Communication Services | 5.69% | 78,379 | -10,238 | -11.55% | $44,842,977 |
| ALPHABET, INC | GOOG | Communication Services | 5.55% | 152,450 | -69,594 | -31.34% | $43,731,807 |
| AMER EXPRESS | AXP | Financial Services | 5.50% | 143,404 | -15,925 | -10.00% | $43,376,842 |
| EXXON MOBIL | XOM | Energy | 4.33% | 201,162 | -14,430 | -6.69% | $34,129,145 |
| JP MORGAN CHASE | JPM | Financial Services | 4.17% | 111,613 | -7,930 | -6.63% | $32,832,080 |
| MASTERCARD INC | MA | Financial Services | 3.14% | 49,510 | -6,240 | -11.19% | $24,738,167 |
| SPX TECH. INC. | SPXC | Industrials | 3.04% | 119,950 | -12,500 | -9.44% | $23,982,803 |
| ACUITY INC. | AYI | Industrials | 2.63% | 74,063 | -5,855 | -7.33% | $20,753,934 |
| SENSATA TECH | ST | Other | 2.63% | 587,625 | -85,250 | -12.67% | $20,696,152 |
| VERIZON COMM | VZ | Communication Services | 2.37% | 372,614 | -26,250 | -6.58% | $18,705,223 |
| ACCENTURE PLC | ACN | Technology | 2.30% | 91,399 | -10,385 | -10.20% | $18,123,508 |
| AGCO CORP | AGCO | Industrials | 2.21% | 150,336 | -11,803 | -7.28% | $17,419,432 |
| LOEWS CORP | L | Financial Services | 2.15% | 158,576 | -18,875 | -10.64% | $16,926,402 |
| PHILLIPS 66 | PSX | Energy | 2.12% | 91,563 | -2,928 | -3.10% | $16,680,947 |
| OCCIDENTAL PETROLEUM | OXY | Energy | 2.03% | 246,610 | -27,778 | -10.12% | $16,029,650 |
| CHARTER COMM. | CHTR | Communication Services | 2.03% | 74,095 | +74,095 | +100.00% | $15,995,629 |
| SCHWAB INTL EQUITY ETF | SCHF | Other | 1.99% | 632,381 | -74,119 | -10.49% | $15,651,430 |
| PFIZER INC | PFE | Healthcare | 1.94% | 543,843 | -40,925 | -7.00% | $15,271,111 |
| COCA COLA | KO | Consumer Defensive | 1.88% | 194,670 | -25,580 | -11.61% | $14,804,653 |
| VANGUARD FTSE EMERGING MARKET | VWO | Other | 1.82% | 264,964 | -31,056 | -10.49% | $14,321,304 |
| MCKESSON CORP | MCK | Healthcare | 1.76% | 16,000 | -7,550 | -32.06% | $13,845,760 |
| GENTEX CORP | GNTX | Consumer Cyclical | 1.72% | 621,286 | -74,432 | -10.70% | $13,575,099 |
| SLB | SLB | Energy | 1.68% | 257,970 | -17,375 | -6.31% | $13,257,078 |
| ALLEGION PLC | G0176J109 | Other | 1.18% | 64,123 | -4,217 | -6.17% | $9,316,431 |
| GARTNER INC | IT | Technology | 1.18% | 58,476 | -5,525 | -8.63% | $9,259,090 |
| DOLLAR GENERAL | DG | Consumer Defensive | 1.14% | 75,958 | -9,243 | -10.85% | $9,018,493 |
| AMAZON.COM | AMZN | Consumer Cyclical | 1.14% | 43,150 | +43,150 | +100.00% | $8,986,850 |
| COGNIZANT TECH | CTSH | Technology | 1.04% | 133,964 | -13,741 | -9.30% | $8,218,691 |
| FISERV INC | FI | Technology | 1.00% | 141,718 | -17,082 | -10.76% | $7,907,864 |
| CENCORA INC | COR | Healthcare | 0.94% | 23,537 | -3,688 | -13.55% | $7,393,913 |
| INTERCONT'L EXCH | ICE | Financial Services | 0.92% | 46,100 | -6,875 | -12.98% | $7,250,608 |
| SOUTHWEST AIR | LUV | Industrials | 0.88% | 183,927 | -21,673 | -10.54% | $6,910,137 |
| MICROSOFT | MSFT | Technology | 0.86% | 18,410 | +10 | +0.05% | $6,814,830 |
| LIBERTY MED FORM 1 | FWONK | Communication Services | 0.80% | 74,275 | -700 | -0.93% | $6,314,860 |
| XOMETRY INC-A | XMTR | Industrials | 0.78% | 151,127 | -17,713 | -10.49% | $6,172,027 |
| EVERTEC, INC | EVTC | Technology | 0.70% | 194,727 | -22,823 | -10.49% | $5,495,196 |
| WISDOMTREE JPN S | DFJ | Other | 0.68% | 52,336 | -6,134 | -10.49% | $5,341,412 |
| PAYPAL HOLDINGS | PYPL | Financial Services | 0.55% | 95,263 | -5,125 | -5.11% | $4,308,745 |
| ANHEUSER BUSCH | BUD | Consumer Defensive | 0.38% | 43,252 | -475 | -1.09% | $3,000,391 |
| BERKSHIRE HATH A | BRK-A | Financial Services | 0.18% | 2 | - | - | $1,436,280 |
| WABTEC CORP | WAB | Industrials | 0.08% | 2,674 | -318 | -10.63% | $668,259 |
| NOW INC | DNOW | Industrials | 0.02% | 12,684 | - | - | $151,066 |