Schwerin Boyle Capital Management Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$788.0M
Q ending 2026-03-31
Prior quarter
$912.7M
Q ending 2025-12-31
Change
-13.7% QoQ · -18.8% YoY
Positions
47
reported holdings
Largest positions
All 47 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hath B | BRK/B | Shares | $103.2M | 215K |
| Wells Fargo | WFC | Shares | $51.7M | 649K |
| Meta Platforms | META | Shares | $44.8M | 78K |
| Alphabet, Inc | GOOG | Shares | $43.7M | 152K |
| Amer Express | AXP | Shares | $43.4M | 143K |
| Exxon Mobil | XOM | Shares | $34.1M | 201K |
| Jp Morgan Chase | JPM | Shares | $32.8M | 112K |
| Mastercard Inc | MA | Shares | $24.7M | 50K |
| Spx Tech. Inc. | SPXC | Shares | $24.0M | 120K |
| Acuity Inc. | AYI | Shares | $20.8M | 74K |
| Sensata Tech | Shares | $20.7M | 588K | |
| Verizon Comm | VZ | Shares | $18.7M | 373K |
| Accenture Plc | Shares | $18.1M | 91K | |
| Agco Corp | AGCO | Shares | $17.4M | 150K |
| Loews Corp | L | Shares | $16.9M | 159K |
| Phillips 66 | PSX | Shares | $16.7M | 92K |
| Occidental Petroleum | OXY | Shares | $16.0M | 247K |
| Charter Comm. | CHTR | Shares | $16.0M | 74K |
| Schwab Intl Equity Etf | SCHF | Shares | $15.7M | 632K |
| Pfizer Inc | PFE | Shares | $15.3M | 544K |
| Coca Cola | KO | Shares | $14.8M | 195K |
| Vanguard Ftse Emerging Market | VWO | Shares | $14.3M | 265K |
| Mckesson Corp | MCK | Shares | $13.8M | 16K |
| Gentex Corp | GNTX | Shares | $13.6M | 621K |
| Slb | SLB | Shares | $13.3M | 258K |
| Allegion Plc | Shares | $9.3M | 64K | |
| Gartner Inc | IT | Shares | $9.3M | 58K |
| Dollar General | DG | Shares | $9.0M | 76K |
| Amazon.Com | AMZN | Shares | $9.0M | 43K |
| Cognizant Tech | CTSH | Shares | $8.2M | 134K |
| Fiserv Inc | FISV | Shares | $7.9M | 142K |
| Cencora Inc | COR | Shares | $7.4M | 24K |
| Intercont'L Exch | ICE | Shares | $7.3M | 46K |
| Southwest Air | LUV | Shares | $6.9M | 184K |
| Microsoft | MSFT | Shares | $6.8M | 18K |
| Aebi-Schmidt | Shares | $6.7M | 692K | |
| Liberty Med Form 1 | FWONK | Shares | $6.3M | 74K |
| Xometry Inc-A | XMTR | Shares | $6.2M | 151K |
| Evertec, Inc | EVTC | Shares | $5.5M | 195K |
| Wisdomtree Jpn S | DFJ | Shares | $5.3M | 52K |
| Paypal Holdings | PYPL | Shares | $4.3M | 95K |
| Anheuser Busch | BUD | Shares | $3.0M | 43K |
| Liberty Live A | LLYVA | Shares | $2.4M | 26K |
| Berkshire Hath A | BRK/A | Shares | $1.4M | 2 |
| Wabtec Corp | WAB | Shares | $668K | 3K |
| Liberty Live C | LLYVK | Shares | $320K | 3K |
| Now Inc | DNOW | Shares | $151K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.