Schwerin Boyle Capital Management Inc Top Holdings and 13F Report (2025)

About Schwerin Boyle Capital Management Inc

Investment Activity

Schwerin Boyle Capital Management Inc has $974.92 million in total holdings as of December 31, 2024.
Schwerin Boyle Capital Management Inc owns shares of 53 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 1.16% of the portfolio was purchased this quarter.
About 0.31% of the portfolio was sold this quarter.
This quarter, Schwerin Boyle Capital Management Inc has purchased 53 new stocks and bought additional shares in 20 stocks.
Schwerin Boyle Capital Management Inc sold shares of 18 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $148,437,415
Meta Platforms: $63,340,472
Wells Fargo & Company: $58,524,881
American Express: $56,879,210
Alphabet: $49,772,446

Largest Purchases this Quarter

Schwab International Equity ETF: 353,250 shares (about $6.54M)
iShares MSCI Japan Value ETF: 47,500 shares (about $1.49M)
WisdomTree Japan SmallCap Dividend Fund: 19,470 shares (about $1.46M)
Schlumberger: 9,775 shares (about $374.77K)
Sensata Technologies: 11,600 shares (about $317.84K)

Largest Sales this Quarter

Berkshire Hathaway: 1,950 shares (about $883.90K)
Xometry: 10,100 shares (about $430.87K)
American Express: 1,200 shares (about $356.15K)
Meta Platforms: 350 shares (about $204.93K)
Microsoft: 465 shares (about $196.00K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$148,437,415	$883,896 ▼	-0.6%	327,474	15.2%	Finance
META Meta Platforms	$63,340,472	$204,929 ▼	-0.3%	108,180	6.5%	Computer and Technology
WFC Wells Fargo & Company	$58,524,881	$93,068 ▲	0.2%	833,213	6.0%	Finance
AXP American Express	$56,879,210	$356,148 ▼	-0.6%	191,648	5.8%	Finance
GOOG Alphabet	$49,772,446	$76,176 ▼	-0.2%	261,355	5.1%	Computer and Technology
ACN Accenture	$41,094,349	$114,332 ▲	0.3%	116,815	4.2%	Computer and Technology
IT Gartner	$36,051,835	$114,335 ▼	-0.3%	74,415	3.7%	Business Services
JPM JPMorgan Chase & Co.	$35,054,232	$95,884 ▲	0.3%	146,236	3.6%	Finance
KMX CarMax	$34,764,761	$188,048 ▲	0.5%	425,205	3.6%	Retail/Wholesale
MA Mastercard	$34,177,552	$157,971 ▼	-0.5%	64,906	3.5%	Business Services
AYI Acuity Brands	$27,622,352	$29,213 ▼	-0.1%	94,555	2.8%	Construction
XOM Exxon Mobil	$27,589,016	$53,785 ▲	0.2%	256,475	2.8%	Oils/Energy
SPXC SPX Technologies	$22,832,088	$58,208 ▼	-0.3%	156,900	2.3%	Business Services
AAPL Apple	$21,335,784	$62,605 ▲	0.3%	85,200	2.2%	Computer and Technology
L Loews	$19,417,300	$76,221 ▼	-0.4%	229,275	2.0%	Finance
VZ Verizon Communications	$19,310,171	$27,993 ▲	0.1%	482,875	2.0%	Computer and Technology
PFE Pfizer	$19,086,345	$98,161 ▲	0.5%	719,425	2.0%	Medical
AGCO AGCO	$17,411,959	$88,806 ▲	0.5%	186,264	1.8%	Industrial Products
MCK McKesson	$16,538,788		0.0%	29,020	1.7%	Medical
SCHF Schwab International Equity ETF	$13,070,250	$6,535,125 ▲	100.0%	706,500	1.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$13,036,721		0.0%	296,020	1.3%	ETF
SLB Schlumberger	$12,666,002	$374,773 ▲	3.0%	330,360	1.3%	Oils/Energy
ST Sensata Technologies	$12,477,960	$317,840 ▲	2.6%	455,400	1.3%	Computer and Technology
GNTX Gentex	$12,296,440		0.0%	428,000	1.3%	Auto/Tires/Trucks
PSX Phillips 66	$12,037,844	$116,778 ▲	1.0%	105,660	1.2%	Oils/Energy
CTSH Cognizant Technology Solutions	$11,550,764	$99,970 ▼	-0.9%	150,205	1.2%	Computer and Technology
OXY Occidental Petroleum	$10,739,263	$121,054 ▲	1.1%	217,350	1.1%	Oils/Energy
ALLE Allegion	$9,696,325	$43,647 ▼	-0.4%	74,199	1.0%	Industrial Products
CMCSA Comcast	$9,269,910		0.0%	247,000	1.0%	Consumer Discretionary
ICE Intercontinental Exchange	$9,111,961	$44,703 ▼	-0.5%	61,150	0.9%	Finance
MSFT Microsoft	$8,838,855	$195,998 ▼	-2.2%	20,970	0.9%	Computer and Technology
FWONK Formula One Group	$8,281,302	$41,697 ▼	-0.5%	89,373	0.8%	Consumer Discretionary
EVTC EVERTEC	$7,512,001		0.0%	217,550	0.8%	Business Services
XMTR Xometry	$7,202,714	$430,866 ▼	-5.6%	168,840	0.7%	Industrial Products
SHYF The Shyft Group	$6,840,393		0.0%	582,657	0.7%	Auto/Tires/Trucks
COR Cencora	$6,802,187	$44,936 ▼	-0.7%	30,275	0.7%	Medical
PYPL PayPal	$6,693,488	$81,082 ▲	1.2%	78,424	0.7%	Computer and Technology
MO Altria Group	$6,521,347		0.0%	124,715	0.7%	Consumer Staples
GPN Global Payments	$6,275,360		0.0%	56,000	0.6%	Business Services
SCHW Charles Schwab	$5,108,540	$118,416 ▼	-2.3%	69,025	0.5%	Finance
EWJV iShares MSCI Japan Value ETF	$4,457,400	$1,485,800 ▲	50.0%	142,500	0.5%	Manufacturing
DFJ WisdomTree Japan SmallCap Dividend Fund	$4,393,436	$1,462,976 ▲	49.9%	58,470	0.5%	Finance
LUV Southwest Airlines	$3,933,540		0.0%	117,000	0.4%	Transportation
ANSS ANSYS	$3,314,267	$33,733 ▲	1.0%	9,825	0.3%	Computer and Technology
BUD Anheuser-Busch InBev SA/NV	$2,864,755	$23,783 ▼	-0.8%	57,215	0.3%	Consumer Staples
DG Dollar General	$2,790,176		0.0%	36,800	0.3%	Retail/Wholesale
SIRIUS XM HLDGS	$2,738,348		0.0%	120,103	0.3%	COM
LIBERTY LIVE A	$2,366,275		0.0%	35,551	0.2%	COM
BRK.A Berkshire Hathaway	$1,361,840		0.0%	2	0.1%	Finance
WAB Westinghouse Air Brake Technologies	$669,821	$948 ▲	0.1%	3,533	0.1%	Transportation
LIBERTY LIVE C	$293,815		0.0%	4,317	0.0%	COM
BMY Bristol-Myers Squibb	$255,142		0.0%	4,511	0.0%	Medical
DNOW DNOW	$208,004	$1,223 ▲	0.6%	15,988	0.0%	Industrial Products

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Schwerin Boyle Capital Management Inc Top Holdings and 13F Report (2025)

About Schwerin Boyle Capital Management Inc

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Schwerin Boyle Capital Management Inc Top Holdings and 13F Report (2025)

About Schwerin Boyle Capital Management Inc

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSchwerin Boyle Capital Management Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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