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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%
SLBSLBSLBTrim
Weight 1.5%Value $11.86MPrice $51.49Shares 255K -1.11%Since Jun 30 +10.76%

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

EXXON MOBILNo ticker match≈ $27.02MNew
MTHMTHMERITAGE HOMES≈ $11.94MNew
SSDSSDSIMPSON MFG.≈ $3.43MNew

Largest sells in 2026 Q2

XOMXOMEXXON MOBIL≈ $34.13MSold
WFCWFCWELLS FARGO≈ $2.71MTrim
GOOGGOOGALPHABET, INC≈ $1.35MTrim
AXPAXPAMER EXPRESS≈ $1.17MTrim
BRK.BBRK.BBERKSHIRE HATH B≈ $1.12MTrim

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.

Original filing All 13F filings on EDGAR