Schwerin Boyle Capital Management Inc
Net seller this quarter
$816M
46
-$667K
54.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $107M | 13.07% | Not reported | -1.1% | Q2 2013 |
 GOOG | $52.2M | 6.40% | Not reported | -3.1% | Q1 2019 |
 WFC | $50.8M | 6.23% | 0.02% | -5.2% | Q2 2013 |
 AXP | $47.2M | 5.78% | 0.02% | -2.7% | Q2 2013 |
 META | $43.5M | 5.33% | Not reported | -1.5% | Q1 2020 |
 JPM | $36M | 4.41% | 0.00% | -1.5% | Q2 2013 |
 SPXC | $28.9M | 3.54% | 0.24% | -1.7% | Q3 2022 |
 AYI | $27.4M | 3.36% | 0.24% | -1.9% | Q3 2023 |
 XOM | $27M | 3.31% | 0.00% | -1.8% | Q3 2018 |
 ST | $26.7M | 3.27% | 0.38% | -4.9% | Q2 2024 |
 MA | $25.1M | 3.07% | 0.00% | -1.4% | Q2 2013 |
 L | $17.5M | 2.14% | 0.08% | -2.7% | Q2 2015 |
 AGCO | $17.4M | 2.13% | 0.21% | -3.3% | Q1 2014 |
 GNTX | $15.7M | 1.92% | 0.29% | Not reported | Q3 2014 |
 VZ | $15.6M | 1.92% | 0.01% | -1.0% | Q2 2023 |
 PSX | $15.2M | 1.86% | 0.02% | -1.9% | Q2 2013 |
 KO | $15M | 1.84% | 0.00% | -5.0% | Q2 2013 |
 XMTR | $14.6M | 1.79% | 0.33% | Not reported | Q1 2024 |
 PFE | $12.8M | 1.56% | 0.01% | -2.6% | Q2 2023 |
 MCK | $12.1M | 1.48% | 0.01% | Not reported | Q2 2013 |
 MTH | $11.9M | 1.46% | 0.22% | New | Q2 2026 |
 OXY | $11.9M | 1.46% | 0.02% | -0.4% | Q1 2024 |
 SLB | $11.9M | 1.45% | 0.02% | -1.1% | Q2 2019 |
 ACN | $11.2M | 1.37% | 0.01% | -1.5% | Q2 2013 |
 CHTR | $10.4M | 1.27% | 0.03% | -1.5% | Q1 2026 |
 AMZN | $10.3M | 1.26% | 0.00% | Not reported | Q1 2026 |
 LUV | $9.46M | 1.16% | 0.04% | Not reported | Q3 2024 |
 ALLE | $8.9M | 1.09% | 0.07% | -1.3% | Q4 2013 |
 DG | $8.74M | 1.07% | 0.03% | Not reported | Q3 2024 |
 AEBI | $8.68M | 1.06% | 0.90% | Not reported | Q3 2025 |
 IT | $7.46M | 0.91% | 0.09% | -1.6% | Q2 2013 |
 FISV | $6.95M | 0.85% | 0.03% | Not reported | Q3 2025 |
 FWONK | $6.71M | 0.82% | Not reported | -5.1% | Q3 2021 |
 MSFT | $6.7M | 0.82% | 0.00% | -2.4% | Q2 2013 |
 COR | $6.55M | 0.80% | 0.01% | -1.7% | Q2 2013 |
 ICE | $5.54M | 0.68% | 0.01% | -2.3% | Q4 2023 |
 EVTC | $5.41M | 0.66% | 0.33% | Not reported | Q1 2018 |
 CTSH | $5.17M | 0.63% | 0.03% | -0.5% | Q2 2013 |
 PYPL | $4M | 0.49% | 0.01% | -2.8% | Q3 2015 |
 SSD | $3.43M | 0.42% | 0.04% | New | Q2 2026 |
 BUD | $3.33M | 0.41% | 0.00% | -6.7% | Q2 2021 |
| LLYVA | $2.55M | 0.31% | Not reported | -2.7% | Q3 2023 |
| BRK.A | $1.5M | 0.18% | Not reported | Not reported | Q2 2013 |
 WAB | $700K | 0.09% | 0.00% | -2.9% | Q1 2019 |
 LLYVK | $343K | 0.04% | Not reported | -4.7% | Q1 2024 |
 DNOW | $162K | 0.02% | 0.01% | -1.7% | Q2 2014 |
| Q1 2026 | |||||
| BRK.B | $103M | 13.10% | Not reported | -10.7% | Q2 2013 |
| WFC | $51.7M | 6.56% | 0.02% | -12.4% | Q2 2013 |
| META | $44.8M | 5.69% | Not reported | -11.6% | Q1 2020 |
| GOOG | $43.7M | 5.55% | Not reported | -31.3% | Q1 2019 |
| AXP | $43.4M | 5.50% | 0.02% | -10.0% | Q2 2013 |
| XOM | $34.1M | 4.33% | 0.00% | -6.7% | Q3 2018 |
| JPM | $32.8M | 4.17% | 0.00% | -6.6% | Q2 2013 |
| MA | $24.7M | 3.14% | 0.00% | -11.2% | Q2 2013 |
| SPXC | $24M | 3.04% | 0.24% | -9.4% | Q3 2022 |
| AYI | $20.8M | 2.63% | 0.24% | -7.3% | Q3 2023 |
| ST | $20.7M | 2.63% | 0.40% | -12.7% | Q2 2024 |
| VZ | $18.7M | 2.37% | 0.01% | -6.6% | Q2 2023 |
| ACN | $18.1M | 2.30% | 0.01% | -10.2% | Q2 2013 |
| AGCO | $17.4M | 2.21% | 0.21% | -7.3% | Q1 2014 |
| L | $16.9M | 2.15% | 0.08% | -10.6% | Q2 2015 |
| PSX | $16.7M | 2.12% | 0.02% | -3.1% | Q2 2013 |
| OXY | $16M | 2.03% | 0.02% | -10.1% | Q1 2024 |
| CHTR | $16M | 2.03% | 0.03% | New | Q1 2026 |
| PFE | $15.3M | 1.94% | 0.01% | -7.0% | Q2 2023 |
| KO | $14.8M | 1.88% | 0.00% | -11.6% | Q2 2013 |
| MCK | $13.8M | 1.76% | 0.01% | -32.1% | Q2 2013 |
| GNTX | $13.6M | 1.72% | 0.29% | -10.7% | Q3 2014 |
| SLB | $13.3M | 1.68% | 0.02% | -6.3% | Q2 2019 |
| ALLE | $9.32M | 1.18% | 0.07% | -6.2% | Q4 2013 |
| IT | $9.26M | 1.18% | 0.08% | -8.6% | Q2 2013 |
| DG | $9.02M | 1.14% | 0.03% | -10.9% | Q3 2024 |
| AMZN | $8.99M | 1.14% | 0.00% | New | Q1 2026 |
| CTSH | $8.22M | 1.04% | 0.03% | -9.3% | Q2 2013 |
| FISV | $7.91M | 1.00% | 0.03% | -10.8% | Q3 2025 |
| COR | $7.39M | 0.94% | 0.01% | -13.6% | Q2 2013 |
| ICE | $7.25M | 0.92% | 0.01% | -13.0% | Q4 2023 |
| LUV | $6.91M | 0.88% | 0.04% | -10.5% | Q3 2024 |
| MSFT | $6.81M | 0.86% | 0.00% | +0.1% | Q2 2013 |
| AEBI | $6.72M | 0.85% | 0.90% | -10.6% | Q3 2025 |
| FWONK | $6.31M | 0.80% | Not reported | -0.9% | Q3 2021 |
| XMTR | $6.17M | 0.78% | 0.33% | -10.5% | Q1 2024 |
| EVTC | $5.5M | 0.70% | 0.32% | -10.5% | Q1 2018 |
| PYPL | $4.31M | 0.55% | 0.01% | -5.1% | Q3 2015 |
| BUD | $3M | 0.38% | 0.00% | -1.1% | Q2 2021 |
| LLYVA | $2.38M | 0.30% | Not reported | -20.4% | Q3 2023 |
| BRK.A | $1.44M | 0.18% | Not reported | Not reported | Q2 2013 |
| WAB | $668K | 0.08% | 0.00% | -10.6% | Q1 2019 |
| LLYVK | $320K | 0.04% | Not reported | -0.9% | Q1 2024 |
| DNOW | $151K | 0.02% | 0.01% | Not reported | Q2 2014 |
| Q4 2025 | |||||
| BRK.B | $121M | 13.28% | Not reported | -1.0% | Q2 2013 |
| GOOG | $69.7M | 7.63% | Not reported | -2.2% | Q1 2019 |
| WFC | $69.1M | 7.57% | 0.02% | -0.7% | Q2 2013 |
| AXP | $58.9M | 6.46% | 0.02% | -1.2% | Q2 2013 |
| META | $58.5M | 6.41% | Not reported | -0.9% | Q1 2020 |
| JPM | $38.5M | 4.22% | 0.00% | -0.7% | Q2 2013 |
| MA | $31.8M | 3.49% | 0.00% | -0.5% | Q2 2013 |
| AYI | $28.8M | 3.15% | 0.26% | -0.9% | Q3 2023 |
| ACN | $27.3M | 2.99% | 0.02% | -0.4% | Q2 2013 |
| SPXC | $26.5M | 2.90% | 0.27% | -1.4% | Q3 2022 |
| XOM | $25.9M | 2.84% | 0.01% | -0.7% | Q3 2018 |
| ST | $22.4M | 2.45% | 0.46% | -0.8% | Q2 2024 |
| MCK | $19.3M | 2.12% | 0.02% | Not reported | Q2 2013 |
| L | $18.7M | 2.05% | 0.09% | -0.5% | Q2 2015 |
| AGCO | $16.9M | 1.85% | 0.22% | -0.3% | Q1 2014 |
| VZ | $16.2M | 1.78% | 0.01% | -0.1% | Q2 2023 |
| GNTX | $16.2M | 1.77% | 0.32% | Not reported | Q3 2014 |
| IT | $16.1M | 1.77% | 0.09% | -0.8% | Q2 2013 |
| KO | $15.4M | 1.69% | 0.01% | Not reported | Q2 2013 |
| PFE | $14.6M | 1.60% | 0.01% | -1.1% | Q2 2023 |
| CTSH | $12.3M | 1.34% | 0.03% | Not reported | Q2 2013 |
| PSX | $12.2M | 1.34% | 0.02% | -0.4% | Q2 2013 |
| DG | $11.3M | 1.24% | 0.04% | Not reported | Q3 2024 |
| OXY | $11.3M | 1.24% | 0.03% | -38.6% | Q1 2024 |
| ALLE | $10.9M | 1.19% | 0.08% | -0.6% | Q4 2013 |
| FISV | $10.7M | 1.17% | 0.03% | +195.7% | Q3 2025 |
| SLB | $10.6M | 1.16% | 0.02% | -0.8% | Q2 2019 |
| XMTR | $10M | 1.10% | 0.37% | Not reported | Q1 2024 |
| AEBI | $9.79M | 1.07% | 1.01% | Not reported | Q3 2025 |
| COR | $9.2M | 1.01% | 0.01% | -8.4% | Q2 2013 |
| MSFT | $8.9M | 0.97% | 0.00% | -1.2% | Q2 2013 |
| ICE | $8.58M | 0.94% | 0.01% | -0.2% | Q4 2023 |
| LUV | $8.5M | 0.93% | 0.04% | +75.7% | Q3 2024 |
| FWONK | $7.39M | 0.81% | Not reported | Not reported | Q3 2021 |
| EVTC | $6.33M | 0.69% | 0.35% | Not reported | Q1 2018 |
| PYPL | $5.86M | 0.64% | 0.01% | -0.5% | Q3 2015 |
| BUD | $2.8M | 0.31% | 0.00% | -4.7% | Q2 2021 |
| LLYVA | $2.65M | 0.29% | Not reported | -6.6% | Q3 2023 |
| BRK.A | $1.51M | 0.17% | Not reported | Not reported | Q2 2013 |
| WAB | $639K | 0.07% | 0.00% | -0.4% | Q1 2019 |
| LLYVK | $285K | 0.03% | Not reported | Not reported | Q1 2024 |
 IBM | $222K | 0.02% | 0.00% | Not reported | Q3 2013 |
| DNOW | $168K | 0.02% | 0.01% | -0.9% | Q2 2014 |
| Q3 2025 | |||||
| BRK.B | $122M | 13.38% | Not reported | -1.8% | Q2 2013 |
| META | $65.6M | 7.17% | Not reported | -2.9% | Q1 2020 |
| WFC | $62.6M | 6.84% | 0.02% | -0.4% | Q2 2013 |
| GOOG | $55.3M | 6.04% | Not reported | -2.2% | Q1 2019 |
| AXP | $53.6M | 5.85% | 0.02% | -0.4% | Q2 2013 |
| JPM | $38M | 4.15% | 0.00% | -3.4% | Q2 2013 |
| MA | $31.9M | 3.48% | 0.00% | -0.8% | Q2 2013 |
| AYI | $27.8M | 3.04% | 0.26% | -1.7% | Q3 2023 |
| ACN | $25.2M | 2.75% | 0.02% | -0.6% | Q2 2013 |
| SPXC | $25.1M | 2.74% | 0.27% | -3.0% | Q3 2022 |
| XOM | $24.5M | 2.68% | 0.01% | -2.8% | Q3 2018 |
| OXY | $21.1M | 2.31% | 0.05% | +105.6% | Q1 2024 |
| ST | $20.7M | 2.27% | 0.47% | -2.0% | Q2 2024 |
| GNTX | $19.7M | 2.15% | 0.32% | Not reported | Q3 2014 |
| MCK | $18.2M | 1.99% | 0.02% | Not reported | Q2 2013 |
| L | $17.9M | 1.96% | 0.09% | -5.8% | Q2 2015 |
| VZ | $17.5M | 1.92% | 0.01% | -1.5% | Q2 2023 |
| AGCO | $17.4M | 1.90% | 0.22% | -2.1% | Q1 2014 |
| IT | $17M | 1.85% | 0.09% | -0.9% | Q2 2013 |
 KMX | $16.7M | 1.83% | 0.25% | -3.2% | Q1 2019 |
| PFE | $15.1M | 1.65% | 0.01% | -1.7% | Q2 2023 |
| KO | $14.6M | 1.60% | 0.01% | -3.5% | Q2 2013 |
| PSX | $12.9M | 1.41% | 0.02% | -2.5% | Q2 2013 |
| ALLE | $12.2M | 1.33% | 0.08% | -1.4% | Q4 2013 |
| CTSH | $9.91M | 1.08% | 0.03% | Not reported | Q2 2013 |
| AEBI | $9.65M | 1.05% | 1.01% | New | Q3 2025 |
| MSFT | $9.64M | 1.05% | 0.00% | -3.5% | Q2 2013 |
| SLB | $9.54M | 1.04% | 0.02% | -1.5% | Q2 2019 |
| COR | $9.29M | 1.02% | 0.02% | Not reported | Q2 2013 |
| XMTR | $9.2M | 1.01% | 0.37% | Not reported | Q1 2024 |
| ICE | $8.95M | 0.98% | 0.01% | Not reported | Q4 2023 |
| DG | $8.81M | 0.96% | 0.04% | Not reported | Q3 2024 |
| FWONK | $7.83M | 0.86% | Not reported | -6.6% | Q3 2021 |
 CMCSA | $7.76M | 0.85% | 0.01% | Not reported | Q2 2023 |
| EVTC | $7.35M | 0.80% | 0.34% | Not reported | Q1 2018 |
| FISV | $6.92M | 0.76% | 0.01% | New | Q3 2025 |
| PYPL | $6.77M | 0.74% | 0.01% | +16.2% | Q3 2015 |
| LUV | $3.73M | 0.41% | 0.02% | Not reported | Q3 2024 |
| LLYVA | $3.29M | 0.36% | Not reported | Not reported | Q3 2023 |
| BUD | $2.73M | 0.30% | 0.00% | -8.5% | Q2 2021 |
| BRK.A | $1.51M | 0.16% | Not reported | Not reported | Q2 2013 |
| WAB | $602K | 0.07% | 0.00% | -2.9% | Q1 2019 |
| LLYVK | $333K | 0.04% | Not reported | -6.2% | Q1 2024 |
| DNOW | $195K | 0.02% | 0.01% | -2.3% | Q2 2014 |