Schwerin Boyle Capital Management Inc holds a focused book of 49 stocks worth $816.0M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Exxon Mobil and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Schwerin Boyle Capital Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 49 / 49 | $953.7B |
| FMR LLC | 49 / 49 | $351.7B |
| MORGAN STANLEY | 49 / 49 | $221.0B |
| JPMORGAN CHASE & CO | 49 / 49 | $218.0B |
| BANK OF AMERICA CORP /DE/ | 49 / 49 | $135.6B |
| Bank of New York Mellon Corp | 49 / 49 | $88.4B |
| ROYAL BANK OF CANADA | 49 / 49 | $63.4B |
| UBS Group AG | 49 / 49 | $57.2B |
Ranked by how many of Schwerin Boyle Capital Management Inc's top 49 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hath B COM | $106.6M | 213.1K | 13.1% | ▼−1.1% Reduced · −2K sh | |
| 2 | Alphabet, Inc COM | $52.2M | 147.7K | 6.4% | ▼−3.1% Reduced · −5K sh | |
| 3 | Wells Fargo COM | $50.8M | 615.3K | 6.2% | ▼−5.2% Reduced · −34K sh | |
| 4 | Amer Express COM | $47.2M | 139.5K | 5.8% | ▼−2.7% Reduced · −4K sh | |
| 5 | Meta Platforms COM | $43.5M | 77.2K | 5.3% | ▼−1.5% Reduced · −1K sh | |
| 6 | JP Morgan Chase COM | $36.0M | 109.9K | 4.4% | ▼−1.5% Reduced · −2K sh | |
| 7 | SPX Tech. Inc. COM | $28.9M | 118.0K | 3.5% | ▼−1.7% Reduced · −2K sh | |
| 8 | Acuity Inc. COM | $27.4M | 72.7K | 3.4% | ▼−1.9% Reduced · −1K sh | |
| 9 | Exxon Mobil COM | $27.0M | 197.6K | 3.3% | ▲New New position | |
| 10 | Sensata Tech COM | $26.7M | 559.0K | 3.3% | ▼−4.9% Reduced · −29K sh | |
| 11 | Mastercard Inc COM | $25.1M | 48.8K | 3.1% | ▼−1.4% Reduced · −700 sh | |
| 12 | Schwab Intl Equity ETF INTL EQTY ETF | $17.5M | 632.4K | 2.1% | —Held | |
| 13 | Loews Corp COM | $17.5M | 154.3K | 2.1% | ▼−2.7% Reduced · −4K sh | |
| 14 | Agco Corp COM | $17.4M | 145.4K | 2.1% | ▼−3.3% Reduced · −5K sh | |
| 15 | Vanguard Ftse Emerging Market FTSE EMR MKT ETF | $15.8M | 265.0K | 1.9% | —Held | |
| 16 | Gentex Corp COM | $15.7M | 621.3K | 1.9% | —Held | |
| 17 | Verizon Comm COM | $15.6M | 369.1K | 1.9% | ▼−0.9% Reduced · −4K sh | |
| 18 | Phillips 66 COM | $15.2M | 89.8K | 1.9% | ▼−1.9% Reduced · −2K sh | |
| 19 | Coca Cola COM | $15.0M | 184.9K | 1.8% | ▼−5.0% Reduced · −10K sh | |
| 20 | Xometry Inc-A COM | $14.6M | 151.1K | 1.8% | —Held | |
| 21 | Pfizer Inc COM | $12.8M | 529.7K | 1.6% | ▼−2.6% Reduced · −14K sh | |
| 22 | McKesson Corp COM | $12.1M | 16.0K | 1.5% | —Held | |
| 23 | Meritage Homes COM | $11.9M | 142.4K | 1.5% | ▲New New position | |
| 24 | Occidental Petro COM | $11.9M | 245.7K | 1.5% | ▼−0.4% Reduced · −950 sh | |
| 25 | SLB COM | $11.9M | 255.1K | 1.5% | ▼−1.1% Reduced · −3K sh | |
| 26 | Accenture PLC COM | $11.2M | 90.0K | 1.4% | ▼−1.5% Reduced · −1K sh | |
| 27 | Charter Comm. COM | $10.4M | 73.0K | 1.3% | ▼−1.5% Reduced · −1K sh | |
| 28 | Amazon.com COM | $10.3M | 43.1K | 1.3% | —Held | |
| 29 | Southwest Air COM | $9.5M | 183.9K | 1.2% | —Held | |
| 30 | Allegion PLC COM | $8.9M | 63.3K | 1.1% | ▼−1.2% Reduced · −800 sh | |
| 31 | Dollar General COM | $8.7M | 76.0K | 1.1% | —Held | |
| 32 | Aebi-Schmidt COM | $8.7M | 692.0K | 1.1% | —Held | |
| 33 | Gartner Inc COM | $7.5M | 57.5K | 0.9% | ▼−1.6% Reduced · −932 sh | |
| 34 | Fiserv Inc COM | $7.0M | 141.7K | 0.9% | —Held | |
| 35 | Liberty Med Form 1 COM | $6.7M | 70.5K | 0.8% | ▼−5.0% Reduced · −4K sh | |
| 36 | Microsoft COM | $6.7M | 18.0K | 0.8% | ▼−2.4% Reduced · −450 sh | |
| 37 | Cencora Inc COM | $6.5M | 23.1K | 0.8% | ▼−1.7% Reduced · −400 sh | |
| 38 | Intercont'l Exch COM | $5.5M | 45.0K | 0.7% | ▼−2.3% Reduced · −1K sh | |
| 39 | Wisdomtree JPN S JP SMALLCP DIV | $5.5M | 52.3K | 0.7% | —Held | |
| 40 | Evertec, Inc COM | $5.4M | 194.7K | 0.7% | —Held | |
| 41 | Cognizant Tech COM | $5.2M | 133.4K | 0.6% | ▼−0.4% Reduced · −600 sh | |
| 42 | PayPal Holdings COM | $4.0M | 92.6K | 0.5% | ▼−2.8% Reduced · −3K sh | |
| 43 | Simpson MFG. COM | $3.4M | 16.4K | 0.4% | ▲New New position | |
| 44 | Anheuser Busch COM | $3.3M | 40.4K | 0.4% | ▼−6.7% Reduced · −3K sh | |
| 45 | Liberty Live A COM | $2.6M | 25.2K | 0.3% | ▼−2.7% Reduced · −700 sh | |
| 46 | Berkshire Hath A COM | $1.5M | 2 | 0.2% | —Held | |
| 47 | Wabtec Corp COM | $700K | 2.6K | 0.1% | ▼−2.9% Reduced · −78 sh | |
| 48 | Liberty Live C COM | $343K | 3.2K | 0.0% | ▼−4.7% Reduced · −159 sh | |
| 49 | Now Inc COM | $162K | 12.5K | 0.0% | ▼−1.7% Reduced · −212 sh |
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Use Arkolith to show SCHWERIN BOYLE CAPITAL MANAGEMENT INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.