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SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $816M Turnover 4.08%
1-Year Est. Return 14.79%
This Fund
S&P 500
This Quarter Est. Return
+8.14%
1 Year Est. Return
+14.79%
3 Year Est. Return
+72.32%
5 Year Est. Return
+98.74%
10 Year Est. Return
+435.32%
AUM
$816M
AUM Growth
+$28M
Cap. Flow
-$3.05M
Cap. Flow %
-0.37%
Top 10 Hldgs %
54.7%
Holding
49
New
2
Increased
–
Reduced
34
Closed
–
Avg Time Held
6.9 years
Top 10 Avg Time Held
5.3 years
Top 20 Avg Time Held
5.7 years

Top Buys

Rank Stock Value
1
MTH icon
Meritage Homes
MTH
+$9.7M
2
SSD icon
Simpson Manufacturing
SSD
+$3.07M

Top Sells

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$2.73M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.68M
3
ST icon
Sensata Technologies
ST
+$1.3M
4
AXP icon
American Express
AXP
+$1.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.13M

Sector Composition

Rank Sector Weight
1 Financials 36.06%
2 Communication Services 16.09%
3 Industrials 14.24%
4 Technology 8.53%
5 Energy 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.16T
$107M 13.07%
213,066
-2,343
-1% -$1.13M
2013 Q2
52 quarters
GOOG icon
2
Alphabet (Google) Class C
GOOG
$3.47T
$52.2M 6.4%
147,745
-4,705
-3% -$1.68M
2019 Q1
29 quarters
WFC icon
3
Wells Fargo
WFC
$255B
$50.8M 6.23%
615,291
-33,990
-5% -$2.73M
2013 Q2
52 quarters
AXP icon
4
American Express
AXP
$217B
$47.2M 5.78%
139,529
-3,875
-3% -$1.24M
2013 Q2
52 quarters
META icon
5
Meta Platforms (Facebook)
META
$1.63T
$43.5M 5.33%
77,214
-1,165
-1% -$712K
2020 Q1
25 quarters
JPM icon
6
JPMorgan Chase
JPM
$912B
$36M 4.41%
109,913
-1,700
-2% -$528K
2013 Q2
52 quarters
SPXC icon
7
SPX Corp
SPXC
$8.38B
$28.9M 3.54%
117,955
-1,995
-2% -$436K
2018 Q1
33 quarters
AYI icon
8
Acuity Brands
AYI
$9.8B
$27.4M 3.36%
72,688
-1,375
-2% -$408K
2023 Q3
11 quarters
XOM icon
9
ExxonMobil
XOM
$754B
$27M 3.31%
197,612
-3,550
-2% -$531K
2018 Q3
31 quarters
ST icon
10
Sensata Technologies
ST
$6.01B
$26.7M 3.27%
558,975
-28,650
-5% -$1.3M
2024 Q2
8 quarters
MA icon
11
Mastercard
MA
$554B
$25.1M 3.07%
48,810
-700
-1% -$349K
2013 Q2
52 quarters
SCHF icon
12
Schwab International Equity ETF
SCHF
$68.3B
$17.5M 2.15%
632,381
– –
2023 Q1
13 quarters
L icon
13
Loews
L
$22.8B
$17.5M 2.14%
154,251
-4,325
-3% -$469K
2015 Q2
44 quarters
AGCO icon
14
AGCO
AGCO
$7.44B
$17.4M 2.13%
145,436
-4,900
-3% -$569K
2014 Q1
49 quarters
VWO icon
15
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$15.8M 1.94%
264,964
– –
2023 Q1
13 quarters
GNTX icon
16
Gentex
GNTX
$4.27B
$15.7M 1.92%
621,286
– –
2014 Q3
47 quarters
VZ icon
17
Verizon
VZ
$181B
$15.6M 1.92%
369,064
-3,550
-1% -$167K
2023 Q2
12 quarters
PSX icon
18
Phillips 66
PSX
$107B
$15.2M 1.86%
89,788
-1,775
-2% -$306K
2013 Q2
52 quarters
KO icon
19
Coca-Cola
KO
$399B
$15M 1.84%
184,920
-9,750
-5% -$770K
2025 Q1
5 quarters
XMTR icon
20
Xometry
XMTR
$5.78B
$14.6M 1.79%
151,127
– –
2024 Q1
9 quarters
PFE icon
21
Pfizer
PFE
$171B
$12.8M 1.56%
529,743
-14,100
-3% -$369K
2023 Q2
12 quarters
MCK icon
22
McKesson
MCK
$114B
$12.1M 1.48%
16,000
– –
2013 Q2
52 quarters
MTH icon
23
Meritage Homes
MTH
$4.15B
$11.9M 1.46%
+142,423
New +$9.7M
2026 Q2
0 quarters
OXY icon
24
Occidental Petroleum
OXY
$63B
$11.9M 1.46%
245,660
-950
-0.4% -$53.9K
2024 Q1
9 quarters
SLB icon
25
SLB Ltd
SLB
$79.4B
$11.9M 1.45%
255,095
-2,875
-1% -$154K
2019 Q2
28 quarters
1
2

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Schwerin Boyle Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Schwerin Boyle Capital Management held 49 positions worth $816M, up 3.6% from $788M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 4.1%. Schwerin Boyle Capital Management opened 2 new positions and made no exits, leaving the 49-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 36% of assets, down from 36% a quarter earlier, followed by Communication Services and Industrials.

  • Schwerin Boyle Capital Management's largest Q2 2026 buy was Meritage Homes: 142,423 shares worth $11.9M.
  • Schwerin Boyle Capital Management's biggest Q2 2026 reduction was Wells Fargo, cutting an estimated $2.73M.
  • Schwerin Boyle Capital Management's ten largest holdings make up 55% of its $816M portfolio in Q2 2026.
  • Schwerin Boyle Capital Management opened 2 new positions and closed 0 in Q2 2026.
  • Schwerin Boyle Capital Management's portfolio value rose 3.6% quarter-over-quarter to $816M.

Based on Schwerin Boyle Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.