Institutions / Schwerin Boyle Capital Management Inc
Schwerin Boyle Capital Management Inc
CIK 937522 · Institution · as of Jun 30, 2026
Portfolio value
$815.97M
Positions
49
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$815.97M-10.6%Positions
49+6.5%Top holdings
Jun 30, 2026View all 49 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $106.62M | 13.1% |
| Alphabet Inc. | $52.20M | 6.4% |
| Wells Fargo & COMPANY/MN | $50.85M | 6.2% |
| American Express Co | $47.20M | 5.8% |
| Meta Platforms Inc | $43.49M | 5.3% |
| JPMorgan Chase & Co | $35.98M | 4.4% |
| SPX Technologies, Inc. | $28.92M | 3.5% |
| Acuity Inc | $27.38M | 3.4% |
| ExxonMobilXOM | $27.02M | 3.3% |
| Sensata Technologies Holding plc | $26.69M | 3.3% |
| Mastercard Inc | $25.07M | 3.1% |
| Schwab Intl Equity ETF | $17.52M | 2.1% |
| Loews Corp | $17.46M | 2.1% |
| Agco Corp /De | $17.41M | 2.1% |
| Vanguard Ftse Emerging Market | $15.82M | 1.9% |
| Gentex Corp | $15.70M | 1.9% |
| Verizon Communications Inc | $15.63M | 1.9% |
| Phillips 66 | $15.18M | 1.9% |
| Coca Cola Co | $15.03M | 1.8% |
| Xometry Inc | $14.59M | 1.8% |
| Pfizer Inc | $12.76M | 1.6% |
| McKesson Corp | $12.09M | 1.5% |
| Meritage Homes CORP | $11.94M | 1.5% |
| Occidental Petroleum Corp /De | $11.93M | 1.5% |
| Slb LIMITED/NV | $11.86M | 1.5% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | XOM ExxonMobil Common Stock | $27.02M | +198K | 197,612 3.31% of portfolio | medium |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-26.25M | -74K -33.46% | 147,745 6.40% of portfolio | medium |
| Q2 2026 as of | Exit | Exxon Mobil Corp Common stock | $-25.94M | -216K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-14.06M | -28K -11.65% | 213,066 13.07% of portfolio | medium |
| Q2 2026 as of | New | Meritage Homes CORP Common stock | $11.94M | +142K | 142,423 1.46% of portfolio | medium |
| Q2 2026 as of | Trim | Wells Fargo & COMPANY/MN Common stock | $-10.41M | -126K -16.99% | 615,291 6.23% of portfolio | medium |
| Q2 2026 as of | New | Charter Communications, Inc. Common stock | $10.38M | +73K | 72,995 1.27% of portfolio | medium |
| Q2 2026 as of | New | Amazon.com Inc Common stock | $10.28M | +43K | 43,150 1.26% of portfolio | medium |
| Q2 2026 as of | Trim | American Express Co Common stock | $-6.70M | -20K -12.43% | 139,529 5.78% of portfolio | medium |
| Q2 2026 as of | Trim | Meta Platforms Inc Common stock | $-6.42M | -11K -12.87% | 77,214 5.33% of portfolio | medium |