Schwerin Boyle Capital Management Inc

All holdings · as of Jun 30, 2026

Company	Class	Value	Shares	% of portfolio
Warren E. Buffett	—	$106.62M	213,066	13.1%
Alphabet Inc.	—	$52.20M	147,745	6.4%
WELLS FARGO & COMPANY/MN	—	$50.85M	615,291	6.2%
AMERICAN EXPRESS CO	—	$47.20M	139,529	5.8%
Meta Platforms Inc	—	$43.49M	77,214	5.3%
JPMORGAN CHASE & CO	—	$35.98M	109,913	4.4%
SPX Technologies, Inc.	—	$28.92M	117,955	3.5%
Acuity Inc	—	$27.38M	72,688	3.4%
ExxonMobilXOM	Common Stock	$27.02M	197,612	3.3%
Sensata Technologies Holding plc	—	$26.69M	558,975	3.3%
Mastercard Inc	—	$25.07M	48,810	3.1%
SCHWAB INTL EQUITY ETF	—	$17.52M	632,381	2.1%
LOEWS CORP	—	$17.46M	154,251	2.1%
AGCO CORP /DE	—	$17.41M	145,436	2.1%
VANGUARD FTSE EMERGING MARKET	—	$15.82M	264,964	1.9%
GENTEX CORP	—	$15.70M	621,286	1.9%
VERIZON COMMUNICATIONS INC	—	$15.63M	369,064	1.9%
Phillips 66	—	$15.18M	89,788	1.9%
COCA COLA CO	—	$15.03M	184,920	1.8%
XOMETRY INC	—	$14.59M	151,127	1.8%
PFIZER INC	—	$12.76M	529,743	1.6%
MCKESSON CORP	—	$12.09M	16,000	1.5%
Meritage Homes CORP	—	$11.94M	142,423	1.5%
OCCIDENTAL PETROLEUM CORP /DE	—	$11.93M	245,660	1.5%
SLB LIMITED/NV	—	$11.86M	255,095	1.5%
Accenture plc	—	$11.20M	90,024	1.4%
Charter Communications, Inc.	—	$10.38M	72,995	1.3%
Amazon.com Inc	—	$10.28M	43,150	1.3%
SOUTHWEST AIRLINES CO	—	$9.46M	183,927	1.2%
Allegion plc	—	$8.90M	63,323	1.1%
DOLLAR GENERAL CORP	—	$8.74M	75,958	1.1%
AEBI-SCHMIDT	—	$8.68M	691,953	1.1%
GARTNER INC	—	$7.46M	57,544	0.9%
FISERV INC	—	$6.95M	141,718	0.9%
Liberty Media Corp-Liberty Formula One	—	$6.71M	70,525	0.8%
MICROSOFT CORP	—	$6.70M	17,960	0.8%
Cencora Inc	—	$6.55M	23,137	0.8%
Intercontinental Exchange, Inc.	—	$5.54M	45,025	0.7%
WISDOMTREE JPN S	—	$5.51M	52,336	0.7%
EVERTEC, Inc.	—	$5.41M	194,727	0.7%
Cognizant Technology Solutions Corp	—	$5.17M	133,364	0.6%
PayPal Holdings, Inc.	—	$4.00M	92,638	0.5%
Simpson Manufacturing Co., Inc.	—	$3.43M	16,400	0.4%
ANHEUSER BUSCH	—	$3.33M	40,352	0.4%
Liberty Live Holdings, Inc.	—	$2.55M	25,218	0.3%
BERKSHIRE HATH A	—	$1.50M	2	0.2%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP	—	$700.0K	2,596	0.1%
Liberty Live Holdings, Inc.	—	$342.5K	3,242	0.0%
DNOW Inc.	—	$161.8K	12,472	0.0%