SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Q2 2026 13F-HR Holdings

Location
Springfield, MA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$815,965
Net value change ($000)
+27,981 (3.6%)
New positions
3
Sold out positions
1
Turnover %
9.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EXXON MOBIL 27,018 NEW
MTH 11,942 NEW
GOOGL 8,471 19.4%
XMTR 8,415 136.3%
AYI 6,625 31.9%
ST 5,989 28.9%
SPXC 4,936 20.6%
AXP 3,819 8.8%
SSD 3,433 NEW
BRK-B 3,392 3.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -34,129 -100.0%
ACN -6,921 -38.2%
CHTR -5,615 -35.1%
OXY -4,098 -25.6%
VZ -3,079 -16.5%
CTSH -3,054 -37.2%
PFE -2,515 -16.5%
IT -1,800 -19.4%
MCK -1,756 -12.7%
ICE -1,708 -23.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type