EdgeMarket › What Schwerin Boyle Capital Management Inc reported owning
What Schwerin Boyle Capital Management Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
788.0MPositions
47Quarter
2026-03-31Shown below
47largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 084670702 | 103.2M | 13.1% | 215.4K | — | — |
| WFC WELLS FARGO & COMPANY/MN | 51.7M | 6.6% | 649.3K | 83.84 | +7.3% |
| META Meta Platforms, Inc. | 44.8M | 5.7% | 78.4K | 549.90 | -26.5% |
| GOOG Alphabet Inc. | 43.7M | 5.5% | 152.4K | 341.75 | +70.7% |
| AXP AMERICAN EXPRESS CO | 43.4M | 5.5% | 143.4K | 336.00 | +8.9% |
| XOM ExxonMobil Holdings Corp | 34.1M | 4.3% | 201.2K | 165.11 | +52.1% |
| JPM JPMORGAN CHASE & CO | 32.8M | 4.2% | 111.6K | 351.58 | +20.3% |
| MA Mastercard Inc | 24.7M | 3.1% | 49.5K | 580.63 | -2.0% |
| SPXC SPX Technologies, Inc. | 24.0M | 3.0% | 120.0K | 207.20 | +11.2% |
| AYI ACUITY INC. (DE) | 20.8M | 2.6% | 74.1K | 343.10 | +9.3% |
| ST Sensata Technologies Holding plc | 20.7M | 2.6% | 587.6K | 42.83 | +35.2% |
| VZ VERIZON COMMUNICATIONS INC | 18.7M | 2.4% | 372.6K | 49.45 | +9.7% |
| ACN Accenture plc | 18.1M | 2.3% | 91.4K | 185.28 | -27.4% |
| AGCO AGCO CORP /DE | 17.4M | 2.2% | 150.3K | 106.81 | -5.4% |
| L LOEWS CORP | 16.9M | 2.1% | 158.6K | 109.83 | +13.6% |
| PSX Phillips 66 | 16.7M | 2.1% | 91.6K | 242.87 | +96.5% |
| OXY OCCIDENTAL PETROLEUM CORP /DE/ | 16.0M | 2.0% | 246.6K | 61.30 | +38.5% |
| CHTR CHARTER COMMUNICATIONS, INC. /MO/ | 16.0M | 2.0% | 74.1K | 150.17 | -43.7% |
| SCHF Schwab International Equity ETF | 15.7M | 2.0% | 632.4K | 28.46 | +24.7% |
| PFE PFIZER INC | 15.3M | 1.9% | 543.8K | 28.07 | +10.6% |
| KO COCA COLA CO | 14.8M | 1.9% | 194.7K | 91.10 | +28.9% |
| VWO Vanguard FTSE Emerging Markets ETF | 14.3M | 1.8% | 265.0K | 60.45 | +17.7% |
| MCK MCKESSON CORP | 13.8M | 1.8% | 16.0K | 858.90 | +22.2% |
| GNTX GENTEX CORP | 13.6M | 1.7% | 621.3K | 23.64 | -13.6% |
| SLB SLB LIMITED/NV | 13.3M | 1.7% | 258.0K | 53.87 | +61.5% |
| ALLE Allegion plc | 9.3M | 1.2% | 64.1K | 162.31 | -3.7% |
| IT GARTNER INC | 9.3M | 1.2% | 58.5K | 195.90 | -19.8% |
| DG DOLLAR GENERAL CORP | 9.0M | 1.1% | 76.0K | 123.41 | +7.5% |
| AMZN AMAZON COM INC | 9.0M | 1.1% | 43.1K | 258.63 | +15.6% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP | 8.2M | 1.0% | 134.0K | 61.87 | -12.2% |
| FISV FISERV INC | 7.9M | 1.0% | 141.7K | 52.58 | -62.4% |
| COR Cencora, Inc. | 7.4M | 0.9% | 23.5K | 318.04 | +4.7% |
| ICE Intercontinental Exchange, Inc. | 7.3M | 0.9% | 46.1K | 161.25 | -11.1% |
| LUV SOUTHWEST AIRLINES CO | 6.9M | 0.9% | 183.9K | 40.38 | +29.5% |
| MSFT MICROSOFT CORP | 6.8M | 0.9% | 18.4K | 483.24 | -4.4% |
| AEBI Aebi Schmidt Holding AG | 6.7M | 0.9% | 692.0K | 12.32 | +7.3% |
| FWONK Liberty Media Corp | 6.3M | 0.8% | 74.3K | 104.94 | +3.2% |
| XMTR Xometry, Inc. | 6.2M | 0.8% | 151.1K | 83.59 | +87.7% |
| EVTC EVERTEC, Inc. | 5.5M | 0.7% | 194.7K | 29.89 | -17.3% |
| DFJ WisdomTree Japan SmallCap Fund | 5.3M | 0.7% | 52.3K | 113.06 | +21.3% |
| PYPL PayPal Holdings, Inc. | 4.3M | 0.5% | 95.3K | 61.55 | -9.6% |
| BUD Anheuser-Busch InBev SA/NV | 3.0M | 0.4% | 43.3K | 78.92 | +25.1% |
| LLYVA Liberty Live Holdings, Inc. | 2.4M | 0.3% | 25.9K | 101.70 | +12.6% |
| unmapped CUSIP 084670108 | 1.4M | 0.2% | 2 | — | — |
| WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 668.3K | 0.1% | 2.7K | 297.57 | +54.3% |
| LLYVK Liberty Live Holdings, Inc. | 320.1K | 0.0% | 3.4K | 105.42 | +13.3% |
| DNOW DNOW Inc. | 151.1K | 0.0% | 12.7K | 15.68 | +4.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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