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SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $816M
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
–

Top Buys

Rank Stock Value
1
MTH icon
Meritage Homes
MTH
+$9.73M
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%

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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.