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SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 937522

$816.0M

disclosed book value

49

positions

13.1%

largest position share

Positions, as of 2026-06-30

top 49 of 49 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1BRK/BBERKSHIRE HATH B213,066$106.6M13.1%
2GOOGALPHABET, INC147,745$52.2M6.4%
3WFCWELLS FARGO615,291$50.8M6.2%
4AXPAMER EXPRESS139,529$47.2M5.8%
5METAMETA PLATFORMS77,214$43.5M5.3%
6JPMJP MORGAN CHASE109,913$36.0M4.4%
7SPXCSPX TECH. INC.117,955$28.9M3.5%
8AYIACUITY INC.72,688$27.4M3.4%
9XOMEXXON MOBIL197,612$27.0M3.3%
10SENSATA TECH558,975$26.7M3.3%
11MAMASTERCARD INC48,810$25.1M3.1%
12SCHFSCHWAB INTL EQUITY ETF632,381$17.5M2.1%
13LLOEWS CORP154,251$17.5M2.1%
14AGCOAGCO CORP145,436$17.4M2.1%
15VWOVANGUARD FTSE EMERGING MARKET264,964$15.8M1.9%
16GNTXGENTEX CORP621,286$15.7M1.9%
17VZVERIZON COMM369,064$15.6M1.9%
18PSXPHILLIPS 6689,788$15.2M1.9%
19KOCOCA COLA184,920$15.0M1.8%
20XMTRXOMETRY INC-A151,127$14.6M1.8%
21PFEPFIZER INC529,743$12.8M1.6%
22MCKMCKESSON CORP16,000$12.1M1.5%
23MTHMERITAGE HOMES142,423$11.9M1.5%
24OXYOCCIDENTAL PETRO245,660$11.9M1.5%
25SLBSLB255,095$11.9M1.5%
26ACCENTURE PLC90,024$11.2M1.4%
27CHTRCHARTER COMM.72,995$10.4M1.3%
28AMZNAMAZON.COM43,150$10.3M1.3%
29LUVSOUTHWEST AIR183,927$9.5M1.2%
30ALLEGION PLC63,323$8.9M1.1%
31DGDOLLAR GENERAL75,958$8.7M1.1%
32AEBI-SCHMIDT691,953$8.7M1.1%
33ITGARTNER INC57,544$7.5M0.9%
34FISVFISERV INC141,718$7.0M0.9%
35FWONKLIBERTY MED FORM 170,525$6.7M0.8%
36MSFTMICROSOFT17,960$6.7M0.8%
37CORCENCORA INC23,137$6.5M0.8%
38ICEINTERCONT'L EXCH45,025$5.5M0.7%
39DFJWISDOMTREE JPN S52,336$5.5M0.7%
40EVTCEVERTEC, INC194,727$5.4M0.7%
41CTSHCOGNIZANT TECH133,364$5.2M0.6%
42PYPLPAYPAL HOLDINGS92,638$4.0M0.5%
43SSDSIMPSON MFG.16,400$3.4M0.4%
44BUDANHEUSER BUSCH40,352$3.3M0.4%
45LLYVALIBERTY LIVE A25,218$2.6M0.3%
46BRK/ABERKSHIRE HATH A2$1.5M0.2%
47WABWABTEC CORP2,596$700,0160.1%
48LLYVKLIBERTY LIVE C3,242$342,5380%
49DNOWNOW INC12,472$161,7620%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.