SCHWERIN BOYLE CAPITAL MANAGEMENT INC
13F filer · CIK 937522 · Springfield, MA
Summary
SCHWERIN BOYLE CAPITAL MANAGEMENT INC reported $815.97M across 49 positions in its 13F for 2026 Q2, filed Aug 7, 2026. The largest holdings are BRK.B (13.1%), GOOG (6.4%), WFC (6.2%). Versus 2026 Q1, leaving options aside, it opened 3 new positions, added to 0, trimmed 33 and sold out of 1.
Reported value$815.97M
Positions49
Report period2026 Q2
FiledAug 7, 2026
New positions3
Added0
Trimmed33
Sold out1
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 13.1%Value $106.62MPrice $502.35Shares 213K -1.09%Since Jun 30 +0.39%
Weight 6.4%Value $52.20MPrice $339.16Shares 148K -3.09%Since Jun 30 -4.01%
Weight 6.2%Value $50.85MPrice $80.81Shares 615K -5.24%Since Jun 30 -2.21%
Weight 5.8%Value $47.20MPrice $305.40Shares 140K -2.70%Since Jun 30 -9.71%
Weight 5.3%Value $43.49MPrice $715.62Shares 77K -1.49%Since Jun 30 +27.04%
Weight 4.4%Value $35.98MPrice $336.59Shares 110K -1.52%Since Jun 30 +2.83%
Weight 3.5%Value $28.92MPrice $170.11Shares 118K -1.66%Since Jun 30 -30.62%
Weight 3.4%Value $27.38MPrice $308.79Shares 73K -1.86%Since Jun 30 -18.02%
EXXON MOBILNo ticker matchNew
Weight 3.3%Value $27.02MShares 198K
Weight 3.3%Value $26.69MPrice $41.74Shares 559K -4.88%Since Jun 30 -12.57%
Weight 3.1%Value $25.07MPrice $568.26Shares 49K -1.41%Since Jun 30 +10.64%
Weight 2.1%Value $17.52MPrice $27.72Shares 632KSince Jun 30 +0.07%
Weight 2.1%Value $17.46MPrice $104.95Shares 154K -2.73%Since Jun 30 -7.30%
Weight 2.1%Value $17.41MPrice $116.16Shares 145K -3.26%Since Jun 30 -2.96%
Weight 1.9%Value $15.82MPrice $59.69Shares 265KSince Jun 30 -0.00%
Weight 1.9%Value $15.70MPrice $22.34Shares 621KSince Jun 30 -11.59%
Weight 1.9%Value $15.63MPrice $46.68Shares 369K -0.95%Since Jun 30 +10.25%
Weight 1.9%Value $15.18MPrice $253.55Shares 90K -1.94%Since Jun 30 +49.99%
Weight 1.8%Value $15.03MPrice $87.18Shares 185K -5.01%Since Jun 30 +7.27%
Weight 1.8%Value $14.59MPrice $103.14Shares 151KSince Jun 30 +6.86%
Weight 1.6%Value $12.76MPrice $28.72Shares 530K -2.59%Since Jun 30 +19.27%
Weight 1.5%Value $12.09MPrice $856.29Shares 16KSince Jun 30 +13.33%
Weight 1.5%Value $11.94MPrice $65.00Shares 142KSince Jun 30 -22.48%
Weight 1.5%Value $11.93MPrice $56.10Shares 246K -0.39%Since Jun 30 +15.50%
Weight 1.5%Value $11.86MPrice $51.49Shares 255K -1.11%Since Jun 30 +10.76%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 13.1% | $106.62M | +0.39% | -1.09% | Trim | |
| 6.4% | $52.20M | -4.01% | -3.09% | Trim | |
| 6.2% | $50.85M | -2.21% | -5.24% | Trim | |
| 5.8% | $47.20M | -9.71% | -2.70% | Trim | |
| 5.3% | $43.49M | +27.04% | -1.49% | Trim | |
| 4.4% | $35.98M | +2.83% | -1.52% | Trim | |
| 3.5% | $28.92M | -30.62% | -1.66% | Trim | |
| 3.4% | $27.38M | -18.02% | -1.86% | Trim | |
| EXXON MOBILNo ticker match | 3.3% | $27.02M | — | — | New |
| 3.3% | $26.69M | -12.57% | -4.88% | Trim | |
| 3.1% | $25.07M | +10.64% | -1.41% | Trim | |
| 2.1% | $17.52M | +0.07% | — | Hold | |
| 2.1% | $17.46M | -7.30% | -2.73% | Trim | |
| 2.1% | $17.41M | -2.96% | -3.26% | Trim | |
| 1.9% | $15.82M | -0.00% | — | Hold | |
| 1.9% | $15.70M | -11.59% | — | Hold | |
| 1.9% | $15.63M | +10.25% | -0.95% | Trim | |
| 1.9% | $15.18M | +49.99% | -1.94% | Trim | |
| 1.8% | $15.03M | +7.27% | -5.01% | Trim | |
| 1.8% | $14.59M | +6.86% | — | Hold | |
| 1.6% | $12.76M | +19.27% | -2.59% | Trim | |
| 1.5% | $12.09M | +13.33% | — | Hold | |
| 1.5% | $11.94M | -22.48% | — | New | |
| 1.5% | $11.93M | +15.50% | -0.39% | Trim | |
| 1.5% | $11.86M | +10.76% | -1.11% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.