Schwerin Boyle Capital Management portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 7, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Schwerin Boyle Capital Management reported a $816M portfolio of 47 companies (49 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are BRK/B, GOOG, WFC. During the quarter it opened Meritage Homes.
Sections with a free account
What changed this quarter
33 positions with a change (2 new, 31 trimmed). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- Meritage Homes+1.5 ppof portfolioNew— → 1.5%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Berkshire HathawayBRK/B · BRK/A13.2%
- AlphabetGOOG6.4%
- Wells FargoWFC6.2%
- American ExpressAXP5.8%
- Meta PlatformsMETA5.3%
- JPMorgan ChaseJPM4.4%
- SPX TechnologiesSPXC3.5%
- AcuityAYI3.4%
- Exxon MobilXOM3.3%
- Sensata Technologies HoldingST3.3%
- MastercardMA3.1%
- Schwab International Equity ETFSCHF2.1%
- LoewsL2.1%
- AGCOAGCO2.1%
- Vanguard International Equity Index FVWO1.9%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Financials 37%
- ● Communication Services 16%
- ● Industrials 15%
- ● Energy 8%
- ● Information Technology 8%
- ● No sector 5%
- ● Consumer Discretionary 5%
- ● Health Care 4%
- ● Consumer Staples 3%
How its portfolio changed (8 quarters)
Q2 2026: 49
Q2 2026: 55%
Q2 2026: 1.9%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 20, 2026 (medium confidence).
The data, as reported: SCHWERIN BOYLE CAPITAL MANAGEMENT, INC (CRD 105004): 5.D assets by client type: high net worth 51%, pooled vehicles 39%, charities 6% (of $1.2 bn); 5.F 163 accounts, 0% non-discretionary; 5.D 153 clients, 148 individuals; no financial planning, adviser selection or non-discretionary assets: discretionary accounts
The type comes from a rule applied to that data. If it looks wrong, tell us.
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