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Latest SCHWERIN BOYLE CAPITAL MANAGEMENT INC Stock Portfolio

$815Million | No. of Holdings #49

SCHWERIN BOYLE CAPITAL MANAGEMENT INC Performance

2026 Q2+4.37%
YTD-0.62%
2025+11.13%

About SCHWERIN BOYLE CAPITAL MANAGEMENT INC and 13F Hedge Fund Stock Holdings

SCHWERIN BOYLE CAPITAL MANAGEMENT INC is a hedge fund based in Springfield, MA. On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, SCHWERIN BOYLE CAPITAL MANAGEMENT INC reported an equity portfolio of $816 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of SCHWERIN BOYLE CAPITAL MANAGEMENT INC are , GOOG, WFC. The fund has invested 13.1% of it's portfolio in BERKSHIRE HATH B and 6.4% of portfolio in ALPHABET, INC. <br><br> The fund managers got completely rid off EXXON MOBIL (XOM) stocks. They significantly reduced their stock positions in ANHEUSER BUSCH (BUD), WELLS FARGO (WFC) and LIBERTY MED FORM 1 (BATRA). SCHWERIN BOYLE CAPITAL MANAGEMENT INC opened new stock positions in EXXON MOBIL, MERITAGE HOMES (MTH) and SIMPSON MFG. (SSD).
SCHWERIN BOYLE CAPITAL MANAGEMENT INC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$815Million
  as of Aug 07, 2026

SCHWERIN BOYLE CAPITAL MANAGEMENT INC Annual Return Estimates Vs S&P 500

Our best estimate is that SCHWERIN BOYLE CAPITAL MANAGEMENT INC made a return of 4.37% in the last quarter. In trailing 12 months, it's portfolio return was 5.13%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxon mobil27,017,500
meritage homes11,942,200
simpson mfg.3,433,340
New stocks bought by SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Additions

No additions were made to existing positions by SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Reductions

Ticker% Reduced
anheuser busch-6.7
wells fargo-5.24
liberty med form 1-5.05
coca cola-5.01
sensata tech-4.88
liberty live c-4.68
agco corp-3.26
alphabet, inc-3.09
SCHWERIN BOYLE CAPITAL MANAGEMENT INC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil-34,129,100
SCHWERIN BOYLE CAPITAL MANAGEMENT INC got rid off the above stocks

Sector Distribution

SCHWERIN BOYLE CAPITAL MANAGEMENT INC has about 25.6% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Communication Services
  • Industrials
  • Technology
  • Energy
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
Sector%
Others25.6
Financial Services22.8
Communication Services14.9
Industrials13.2
Technology7.7
Energy4.8
Consumer Cyclical4.6
Healthcare3
Consumer Defensive2.9

Market Cap. Distribution

SCHWERIN BOYLE CAPITAL MANAGEMENT INC has about 59.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP35.1
LARGE-CAP24.8
UNALLOCATED24.8
MID-CAP14.6

Stocks belong to which Index?

About 64.5% of the stocks held by SCHWERIN BOYLE CAPITAL MANAGEMENT INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50055.8
Others35.5
RUSSELL 20008.7
Top 5 Winners (%)%
XMTR
xometry inc-a
136.3 %
LUV
southwest air
36.9 %
ST
sensata tech
34.7 %
AYI
acuity inc.
34.1 %
aebi-schmidt
29.3 %
Top 5 Winners ($)$
GOOG
alphabet, inc
10.0 M
XMTR
xometry inc-a
8.4 M
ST
sensata tech
7.2 M
AYI
acuity inc.
7.1 M
SPXC
spx tech. inc.
5.4 M
Top 5 Losers (%)%
ACN
accenture plc
-37.0 %
CTSH
cognizant tech
-36.8 %
CHTR
charter comm.
-33.9 %
OXY
occidental petro
-25.2 %
ICE
intercont'l exch
-21.5 %
Top 5 Losers ($)$
ACN
accenture plc
-6.7 M
CHTR
charter comm.
-5.4 M
OXY
occidental petro
-4.0 M
CTSH
cognizant tech
-3.0 M
VZ
verizon comm
-2.9 M

SCHWERIN BOYLE CAPITAL MANAGEMENT INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SCHWERIN BOYLE CAPITAL MANAGEMENT INC

SCHWERIN BOYLE CAPITAL MANAGEMENT INC has 49 stocks in it's portfolio. About 54.7% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for SCHWERIN BOYLE CAPITAL MANAGEMENT INC last quarter.

$815.97MTotal Value
50.00Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of SCHWERIN BOYLE CAPITAL MANAGEMENT INC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGZD
Wisdomtree Jpn S

Wisdomtree Jpn S

AGZD
SCHWERIN BOYLE CAPITAL MANAGEMENT INC's holding in Wisdomtree Jpn S over time
0.68%52,336
$5.51M
0.68%
unchanged 0 percentunchanged
BATRA
Liberty Med Form 1

Liberty Med Form 1

BATRA
SCHWERIN BOYLE CAPITAL MANAGEMENT INC's holding in Liberty Med Form 1 over time
0.82%70,525
$6.71M
0.82%
decreased 5.05 percentreduced
BUD
Anheuser Busch

Anheuser Busch

BUD
SCHWERIN BOYLE CAPITAL MANAGEMENT INC's holding in Anheuser Busch over time
0.41%40,352
$3.33M
0.41%
decreased 6.7 percentreduced
FNDA
Schwab Intl Equity Etf

Schwab Intl Equity Etf

FNDA
SCHWERIN BOYLE CAPITAL MANAGEMENT INC's holding in Schwab Intl Equity Etf over time
2.15%632,381
$17.52M
2.15%
unchanged 0 percentunchanged