Schwerin Boyle Capital Management
Schwerin Boyle Capital Management reported 49 stocks worth $816M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are BRK.B (13.1%), GOOG (6.4%) and WFC (6.2%). Compared with Q1 2026, the fund opened new positions in XOM, MTH and SSD, trimmed BRK.B, GOOG and WFC and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $107M | 13.1% | 213K | −2,343 (−1%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $52.2M | 6.4% | 148K | −4,705 (−3%) | 8 of 8 | |
| 3 |  WFC Wells Fargo Co New | $50.8M | 6.2% | 615K | −34K (−5%) | 8 of 8 | |
| 4 |  AXP American Express Co | $47.2M | 5.8% | 140K | −3,875 (−3%) | 8 of 8 | |
| 5 |  META Meta Platforms Inc | $43.5M | 5.3% | 77K | −1,165 (−1%) | 8 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $36M | 4.4% | 110K | −1,700 (−2%) | 8 of 8 | |
| 7 |  SPXC Spx Technologies Inc | $28.9M | 3.5% | 118K | −1,995 (−2%) | 8 of 8 | |
| 8 |  AYI Acuity Inc | $27.4M | 3.4% | 73K | −1,375 (−2%) | 8 of 8 | |
| 9 |  XOM Exxon Mobil Corp | $27M | 3.3% | 198K | New position | 1 of 8 | |
| 10 |  ST Sensata Technologies Hldg PL | $26.7M | 3.3% | 559K | −29K (−5%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
XOM Exxon Mobil Corp | $34.1M | 201K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Schwerin Boyle Capital Management 13F FAQ
What does Schwerin Boyle Capital Management own?
Schwerin Boyle Capital Management reported 49 stocks worth $816M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are BRK.B (13.1%), GOOG (6.4%) and WFC (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Schwerin Boyle Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 0 added to, 33 trimmed and 1 sold out. New positions include XOM, MTH and SSD. It sold all of XOM.
When will Schwerin Boyle Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Schwerin Boyle Capital Management's portfolio worth?
The Q2 2026 filing reports $816M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.