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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 $897.01 million in total holdings as of June 30, 2025.
  • Schwerin Boyle Capital Management Inc owns shares of 51 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 0.46% of the portfolio was purchased this quarter.
  • About 14.05% of the portfolio was sold this quarter.
  • This quarter, Schwerin Boyle Capital Management Inc has purchased 53 new stocks and bought additional shares in 1 stock.
  • Schwerin Boyle Capital Management Inc sold shares of 38 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$120,406,838
Meta Platforms
$67,908,709
American Express
$51,621,809
Alphabet
$41,171,864

Largest New Holdings this Quarter

530307305 - Liberty Broadband
$206,598 Holding

Largest Purchases this Quarter

Gentex
176,500 shares (about $3.88M)
Liberty Broadband
2,100 shares (about $206.60K)

Largest Sales this Quarter

Berkshire Hathaway
72,774 shares (about $35.35M)
Meta Platforms
12,275 shares (about $9.06M)
American Express
20,880 shares (about $6.66M)
Alphabet
27,137 shares (about $4.81M)
JPMorgan Chase & Co.
15,493 shares (about $4.49M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSchwerin Boyle Capital Management Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$120,406,838$35,351,426 -22.7%247,86813.4%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$67,908,709$9,060,055 -11.8%92,0067.6%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$60,077,341$4,449,464 -6.9%749,8426.7%Finance
American Express Company stock logo
AXP
American Express
$51,621,809$6,660,302 -11.4%161,8345.8%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$41,171,864$4,813,832 -10.5%232,0984.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$36,130,034$4,491,576 -11.1%124,6254.0%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$31,747,362$3,924,589 -11.0%56,4963.5%Business Services
Accenture PLC stock logo
ACN
Accenture
$30,728,582$3,815,331 -11.0%102,8093.4%Computer and Technology
Gartner, Inc. stock logo
IT
Gartner
$26,310,680$3,224,059 -10.9%65,0902.9%Business Services
CarMax, Inc. stock logo
KMX
CarMax
$25,835,121$2,128,877 -7.6%384,3942.9%Retail/Wholesale
Acuity, Inc. stock logo
AYI
Acuity
$24,495,206$3,557,705 -12.7%82,1052.7%Business Services
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$24,063,547$3,484,635 -12.6%223,2242.7%Energy
SPX Technologies, Inc. stock logo
SPXC
SPX Technologies
$23,228,710$2,397,824 -9.4%138,5302.6%Business Services
Sensata Technologies Holding N.V. stock logo
ST
Sensata Technologies
$20,839,131$3,196,177 -13.3%692,1002.3%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$17,538,413$2,758,463 -13.6%405,3252.0%Computer and Technology
Loews Corporation stock logo
L
Loews
$17,358,937$2,733,759 -13.6%189,3841.9%Finance
McKesson Corporation stock logo
MCK
McKesson
$17,256,969$4,008,307 -18.8%23,5501.9%Medical
AGCO Corporation stock logo
AGCO
AGCO
$17,123,219$2,076,095 -10.8%165,9871.9%Industrials
CocaCola Company (The) stock logo
KO
CocaCola
$16,141,612$2,716,800 -14.4%228,1501.8%Consumer Staples
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$15,613,6500.0%706,5001.7%ETF
Gentex Corporation stock logo
GNTX
Gentex
$15,298,839$3,881,235 34.0%695,7181.7%Auto/Tires/Trucks
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$14,641,1490.0%296,0201.6%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$14,582,420$2,154,936 -12.9%601,5851.6%Medical
Phillips 66 stock logo
PSX
Phillips 66
$11,610,515$944,140 -7.5%97,3221.3%Energy
Cognizant Technology Solutions Corporation stock logo
CTSH
Cognizant Technology Solutions
$11,525,421$195,075 -1.7%147,7051.3%Computer and Technology
Allegion PLC stock logo
ALLE
Allegion
$10,045,740$622,454 -5.8%69,7041.1%Industrials
Dollar General Corporation stock logo
DG
Dollar General
$9,745,2900.0%85,2011.1%Retail/Wholesale
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$9,742,257$467,849 -4.6%53,1001.1%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$9,595,039$532,229 -5.3%19,2901.1%Computer and Technology
Schlumberger Limited stock logo
SLB
Schlumberger
$9,525,753$1,692,535 -15.1%281,8271.1%Energy
The Shyft Group, Inc. stock logo
SHYF
The Shyft Group
$9,331,892$1,087,444 -10.4%744,1701.0%Auto/Tires/Trucks
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$9,130,8730.0%217,3501.0%Energy
Cencora, Inc. stock logo
COR
Cencora
$8,913,041$164,917 -1.8%29,7251.0%Medical
Comcast Corporation stock logo
CMCSA
Comcast
$8,815,4300.0%247,0001.0%Consumer Discretionary
Liberty Media Corporation - Liberty Formula One Series C stock logo
FWONK
Liberty Media Corporation - Liberty Formula One Series C
$8,388,737$908,941 -9.8%80,2750.9%Consumer Discretionary
Evertec, Inc. stock logo
EVTC
Evertec
$7,842,6770.0%217,5500.9%Business Services
Altria Group, Inc. stock logo
MO
Altria Group
$6,960,260$351,780 -4.8%118,7150.8%Consumer Staples
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$6,455,361$484,864 -7.0%86,8590.7%Business Services
Xometry, Inc. stock logo
XMTR
Xometry
$5,705,1040.0%168,8400.6%Industrials
DFJ
WisdomTree Japan SmallCap Dividend Fund
$5,010,4930.0%58,4700.6%Finance
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$3,795,4800.0%117,0000.4%Transportation
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$3,443,628$182,108 -5.0%50,1110.4%Consumer Staples
ANSYS, Inc. stock logo
ANSS
ANSYS
$3,184,161$254,635 -7.4%9,0660.4%Computer and Technology
LIBERTY LIVE A
$2,772,501$53,093 -1.9%34,8830.3%COM
SIRIUS XM HLDGS
$2,344,180$388,400 -14.2%102,0540.3%COM
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,457,6000.0%20.2%Finance
Wabtec stock logo
WAB
Wabtec
$647,520$91,277 -12.4%3,0930.1%Transportation
LIBERTY LIVE C
$296,721$53,647 -15.3%3,6560.0%COM
Apple Inc. stock logo
AAPL
Apple
$206,6060.0%1,0070.0%Computer and Technology
Liberty Broadband Corporation stock logo
LBRDK
Liberty Broadband
$206,598$206,598 New Holding2,1000.0%Consumer Discretionary
DNOW Inc. stock logo
DNOW
DNOW
$194,243$33,160 -14.6%13,0980.0%Industrials
Global Payments Inc. stock logo
GPN
Global Payments
$0$5,483,520 -100.0%00.0%Business Services
iShares MSCI Japan Value ETF stock logo
EWJV
iShares MSCI Japan Value ETF
$0$4,740,975 -100.0%00.0%Manufacturing
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$0$275,126 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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