Funds › Schwerin Boyle Capital Management Inc
Schwerin Boyle Capital Management Inc
13F for Q3 2026, filed Nov 13, 2026. 46 positions worth $795.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$795.6M
−$20.4M (2.5%) vs Q2 2026
Positions
46
49 in Q2 2026
Top 10 share
56.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc. Class B | 210,866 | $105.0M | 13.2% | -1.0% | 13F ↗ |
| 2 | META Meta Platforms, Inc. | 76,439 | $55.4M | 7.0% | -1.0% | 13F ↗ |
| 3 | GOOG Alphabet Inc. Class C | 145,445 | $49.6M | 6.2% | -1.6% | 13F ↗ |
| 4 | WFC Wells Fargo & Company | 612,241 | $49.0M | 6.2% | -0.5% | 13F ↗ |
| 5 | AXP American Express Company | 137,429 | $41.8M | 5.3% | -1.5% | 13F ↗ |
| 6 | JPM JPMorgan Chase & Co. | 107,313 | $35.5M | 4.5% | -2.4% | 13F ↗ |
| 7 | XOM ExxonMobil Holdings Corporation | 193,537 | $31.5M | 4.0% | -2.1% | 13F ↗ |
| 8 | ACN Accenture plc | 155,525 | $28.5M | 3.6% | +72.8% | 13F ↗ |
| 9 | ICE Intercontinental Exchange Inc. | 175,150 | $26.6M | 3.3% | +289% | 13F ↗ |
| 10 | MA Mastercard Incorporated | 48,285 | $26.6M | 3.3% | -1.1% | 13F ↗ |
| 11 | ST Sensata Technologies Holding plc | 547,075 | $22.7M | 2.9% | -2.1% | 13F ↗ |
| 12 | AYI Acuity Inc. | 71,888 | $22.3M | 2.8% | -1.1% | 13F ↗ |
| 13 | MKL Markel Group Inc. | 11,628 | $19.9M | 2.5% | New | 13F ↗ |
| 14 | SPXC SPX Technologies, Inc. | 116,205 | $19.7M | 2.5% | -1.5% | 13F ↗ |
| 15 | AGCO AGCO Corporation | 144,186 | $16.5M | 2.1% | -0.9% | 13F ↗ |
| 16 | L Loews Corporation | 151,401 | $15.8M | 2.0% | -1.8% | 13F ↗ |
| 17 | XMTR Xometry, Inc. | 151,127 | $15.5M | 2.0% | Unchanged | 13F ↗ |
| 18 | OXY Occidental Petroleum Corporation | 245,660 | $13.6M | 1.7% | Unchanged | 13F ↗ |
| 19 | GNTX Gentex Corporation | 621,286 | $13.5M | 1.7% | Unchanged | 13F ↗ |
| 20 | MCK McKesson Corporation | 15,270 | $13.0M | 1.6% | -4.6% | 13F ↗ |
| 21 | EQH Equitable Holdings, Inc. | 245,600 | $12.6M | 1.6% | New | 13F ↗ |
| 22 | ZTS Zoetis Inc. | 177,000 | $12.4M | 1.6% | New | 13F ↗ |
| 23 | PSX Phillips 66 | 45,575 | $11.6M | 1.5% | -49.2% | 13F ↗ |
| 24 | GPI Group 1 Automotive, Inc. | 45,850 | $11.0M | 1.4% | New | 13F ↗ |
| 25 | AMZN Amazon.com, Inc. | 43,150 | $10.8M | 1.4% | Unchanged | 13F ↗ |
| 26 | ALLE Allegion plc | 62,974 | $9.7M | 1.2% | -0.6% | 13F ↗ |
| 27 | MSFT Microsoft Corporation | 17,910 | $9.2M | 1.2% | -0.3% | 13F ↗ |
| 28 | UBER Uber Technologies, Inc. | 133,350 | $9.1M | 1.1% | New | 13F ↗ |
| 29 | DG Dollar General Corporation | 75,958 | $9.1M | 1.1% | Unchanged | 13F ↗ |
| 30 | MTH Meritage Homes Corporation | 142,423 | $9.0M | 1.1% | Unchanged | 13F ↗ |
| 31 | CHTR Charter Communications, Inc. | 72,472 | $8.0M | 1.0% | -0.7% | 13F ↗ |
| 32 | CTSH Cognizant Technology Solutions Corporation | 131,964 | $7.6M | 1.0% | -1.0% | 13F ↗ |
| 33 | AEBI Aebi Schmidt Holding AG | 691,953 | $7.3M | 0.9% | Unchanged | 13F ↗ |
| 34 | COR Cencora, Inc. | 23,137 | $6.9M | 0.9% | Unchanged | 13F ↗ |
| 35 | IT Gartner, Inc. | 35,773 | $6.7M | 0.8% | -37.8% | 13F ↗ |
| 36 | FISV Fiserv, Inc. | 141,718 | $6.4M | 0.8% | Unchanged | 13F ↗ |
| 37 | FWONK Liberty Media Corporation Series C | 68,925 | $6.4M | 0.8% | -2.3% | 13F ↗ |
| 38 | EVTC Evertec, Inc. | 194,727 | $5.2M | 0.7% | Unchanged | 13F ↗ |
| 39 | PYPL PayPal Holdings, Inc. | 91,313 | $4.8M | 0.6% | -1.4% | 13F ↗ |
| 40 | SSD Simpson Manufacturing Company, Inc. | 16,400 | $2.8M | 0.4% | Unchanged | 13F ↗ |
| 41 | LLYVA Liberty Live Holdings, Inc. Series A | 24,031 | $2.3M | 0.3% | -4.7% | 13F ↗ |
| 42 | BUD Anheuser-Busch InBev SA/NV | 24,940 | $1.8M | 0.2% | -38.2% | 13F ↗ |
| 43 | BRK-A Berkshire Hathaway Inc. Class A | 2 | $1.5M | 0.2% | Unchanged | 13F ↗ |
| 44 | WAB Westinghouse Air Brake Technologies Corporation | 2,568 | $737.6K | 0.1% | -1.1% | 13F ↗ |
| 45 | LLYVK Liberty Live Holdings, Inc. Series C | 3,174 | $308.7K | <0.1% | -2.1% | 13F ↗ |
| 46 | DNOW DNOW Inc. | 11,672 | $180.9K | <0.1% | -6.4% | 13F ↗ |
Changes since Q2 2026
5 new, 2 added to, 27 trimmed, 8 exited, 12 unchanged. By estimated dollars.
New positions (5)
Added to (2)
Trimmed (27)
| PSX Phillips 66 | 45,575 | -49.2% | -$11.3M |
| IT Gartner, Inc. | 35,773 | -37.8% | -$4.1M |
| BUD Anheuser-Busch InBev SA/NV | 24,940 | -38.2% | -$1.1M |
| BRK-B Berkshire Hathaway Inc. Class B | 210,866 | -1.0% | -$1.1M |
| JPM JPMorgan Chase & Co. | 107,313 | -2.4% | -$860.2K |
| GOOG Alphabet Inc. Class C | 145,445 | -1.6% | -$783.7K |
| XOM ExxonMobil Holdings Corporation | 193,537 | -2.1% | -$663.2K |
| AXP American Express Company | 137,429 | -1.5% | -$638.6K |
| MCK McKesson Corporation | 15,270 | -4.6% | -$623.3K |
| META Meta Platforms, Inc. | 76,439 | -1.0% | -$562.0K |
Exited (8)
| Schwab Strategic Tr Intl Eqty Etf | 632,381 | Exited | -$17.5M |
| Vanguard International Equity Index F Ftse Emr Mkt Etf | 264,964 | Exited | -$15.8M |
| VZ Verizon Communications Inc. | 369,064 | Exited | -$15.6M |
| KO Coca-Cola Company | 184,920 | Exited | -$15.0M |
| PFE Pfizer, Inc. | 529,743 | Exited | -$12.8M |
| SLB SLB Limited | 255,095 | Exited | -$11.9M |
| LUV Southwest Airlines Company | 183,927 | Exited | -$9.5M |
| Wisdomtree Tr Jp Smallcp Div | 52,336 | Exited | -$5.5M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 46 | $795.6M | Current | SEC ↗ |
| Q2 2026 | Aug 7, 2026 | 13F-HR | 49 | $816.0M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 47 | $788.0M | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 46 | $912.7M | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 47 | $914.9M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 51 | $897.0M | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 53 | $970.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer