SCHWERIN BOYLE CAPITAL MANAGEMENT INC
CIK 937522
13F filing for Q2 2026・No. 2,919
- Holdings
- US$815.97M
- Quarter change
- +US$27.98M
- Entries
- 49
- Net bought (estimate)
- −US$7.29M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 1
- Cut 33
- Added 0
- Corporate actions 0
- Unchanged 13
Largest holdings
49 stocks worth US$815.97M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BRK.BBERKSHIRE HATH BCOM | Cut | 213,066 | US$106.62M | 13.07% |
| GOOGALPHABET, INCCOM | Cut | 147,745 | US$52.2M | 6.40% |
| WFCWELLS FARGOCOM | Cut | 615,291 | US$50.85M | 6.23% |
| AXPAMER EXPRESSCOM | Cut | 139,529 | US$47.2M | 5.78% |
| METAMetaCOM | Cut | 77,214 | US$43.49M | 5.33% |
| JPMJP MORGAN CHASECOM | Cut | 109,913 | US$35.98M | 4.41% |
| SPXCSPX TECH. INC.COM | Cut | 117,955 | US$28.92M | 3.54% |
| AYIACUITY INC.COM | Cut | 72,688 | US$27.38M | 3.36% |
| EXXON MOBILCOM | New | 197,612 | US$27.02M | 3.31% |
| STSENSATA TECHCOM | Cut | 558,975 | US$26.69M | 3.27% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.