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 $970.15 million in total holdings as of March 31, 2025.
Schwerin Boyle Capital Management Inc owns shares of 53 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 3.80% of the portfolio was purchased this quarter.
About 4.44% of the portfolio was sold this quarter.
This quarter, Schwerin Boyle Capital Management Inc has purchased 53 new stocks and bought additional shares in 6 stocks.
Schwerin Boyle Capital Management Inc sold shares of 28 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Berkshire Hathaway: $170,767,516
Meta Platforms: $60,103,397
Wells Fargo & Company: $57,818,015
American Express: $49,159,202
Alphabet: $40,500,284

Largest New Holdings this Quarter

191216100 - Coca-Cola: $19,090,311 Holding

Largest Purchases this Quarter

Coca-Cola: 266,550 shares (about $19.09M)
Sensata Technologies: 342,850 shares (about $8.32M)
Dollar General: 48,401 shares (about $4.26M)
Gentex: 91,218 shares (about $2.13M)
The Shyft Group: 248,231 shares (about $2.01M)

Largest Sales this Quarter

Apple: 84,193 shares (about $18.70M)
Berkshire Hathaway: 6,832 shares (about $3.64M)
American Express: 8,934 shares (about $2.40M)
Meta Platforms: 3,899 shares (about $2.25M)
Wells Fargo & Company: 27,836 shares (about $2.00M)

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	$170,767,516	$3,638,587 ▼	-2.1%	320,642	17.6%	Finance
META Meta Platforms	$60,103,397	$2,247,228 ▼	-3.6%	104,281	6.2%	Computer and Technology
WFC Wells Fargo & Company	$57,818,015	$1,998,346 ▼	-3.3%	805,377	6.0%	Finance
AXP American Express	$49,159,202	$2,403,693 ▼	-4.7%	182,714	5.1%	Finance
GOOG Alphabet	$40,500,284	$331,208 ▼	-0.8%	259,235	4.2%	Computer and Technology
ACN Accenture	$36,063,711	$387,242 ▼	-1.1%	115,574	3.7%	Computer and Technology
MA Mastercard	$34,794,658	$781,619 ▼	-2.2%	63,480	3.6%	Business Services
JPM JPMorgan Chase & Co.	$34,370,945	$1,500,745 ▼	-4.2%	140,118	3.5%	Finance
KMX CarMax	$32,420,096	$711,877 ▼	-2.1%	416,069	3.3%	Retail/Wholesale
IT Gartner	$30,668,723	$566,229 ▼	-1.8%	73,066	3.2%	Business Services
XOM Exxon Mobil	$30,392,443	$110,129 ▼	-0.4%	255,549	3.1%	Energy
AYI Acuity Brands	$24,762,800	$138,259 ▼	-0.6%	94,030	2.6%	Construction
VZ Verizon Communications	$21,277,242	$625,968 ▼	-2.9%	469,075	2.2%	Computer and Technology
L Loews	$20,147,499	$925,166 ▼	-4.4%	219,209	2.1%	Finance
SPXC SPX Technologies	$19,681,447	$524,135 ▼	-2.6%	152,830	2.0%	Business Services
MCK McKesson	$19,530,170		0.0%	29,020	2.0%	Medical
ST Sensata Technologies	$19,373,527	$8,320,969 ▲	75.3%	798,250	2.0%	Computer and Technology
KO Coca-Cola	$19,090,311	$19,090,311 ▲	New Holding	266,550	2.0%	Consumer Staples
PFE Pfizer	$17,496,890	$733,340 ▼	-4.0%	690,485	1.8%	Medical
AGCO AGCO	$17,228,388	$14,071 ▼	-0.1%	186,112	1.8%	Industrials
SCHF Schwab International Equity ETF	$13,974,570		0.0%	706,500	1.4%	ETF
SLB Schlumberger	$13,873,504	$64,456 ▲	0.5%	331,902	1.4%	Energy
VWO Vanguard FTSE Emerging Markets ETF	$13,397,865		0.0%	296,020	1.4%	ETF
PSX Phillips 66	$12,994,541	$52,356 ▼	-0.4%	105,236	1.3%	Energy
GNTX Gentex	$12,097,779	$2,125,379 ▲	21.3%	519,218	1.2%	Auto/Tires/Trucks
CTSH Cognizant Technology Solutions	$11,490,682		0.0%	150,205	1.2%	Computer and Technology
OXY Occidental Petroleum	$10,728,396		0.0%	217,350	1.1%	Energy
ALLE Allegion	$9,657,041	$22,961 ▼	-0.2%	74,023	1.0%	Industrials
ICE Intercontinental Exchange	$9,599,625	$948,750 ▼	-9.0%	55,650	1.0%	Finance
CMCSA Comcast	$9,114,300		0.0%	247,000	0.9%	Consumer Discretionary
COR Cencora	$8,419,175		0.0%	30,275	0.9%	Medical
FWONK Formula One Group	$8,008,460	$36,004 ▼	-0.4%	88,973	0.8%	Consumer Discretionary
EVTC EVERTEC	$7,999,313		0.0%	217,550	0.8%	Business Services
MSFT Microsoft	$7,642,940	$228,988 ▼	-2.9%	20,360	0.8%	Computer and Technology
DG Dollar General	$7,491,724	$4,255,900 ▲	131.5%	85,201	0.8%	Retail/Wholesale
MO Altria Group	$7,485,394		0.0%	124,715	0.8%	Consumer Staples
SHYF The Shyft Group	$6,721,884	$2,008,189 ▲	42.6%	830,888	0.7%	Auto/Tires/Trucks
PYPL PayPal	$6,093,241	$976,075 ▲	19.1%	93,383	0.6%	Computer and Technology
GPN Global Payments	$5,483,520		0.0%	56,000	0.6%	Business Services
EWJV iShares MSCI Japan Value ETF	$4,740,975		0.0%	142,500	0.5%	Manufacturing
DFJ WisdomTree Japan SmallCap Dividend Fund	$4,634,917		0.0%	58,470	0.5%	Finance
XMTR Xometry	$4,207,493		0.0%	168,840	0.4%	Industrials
LUV Southwest Airlines	$3,928,860		0.0%	117,000	0.4%	Transportation
BUD Anheuser-Busch InBev SA/NV	$3,247,967	$274,188 ▼	-7.8%	52,761	0.3%	Consumer Staples
ANSS ANSYS	$3,099,439	$10,763 ▼	-0.3%	9,791	0.3%	Computer and Technology
SIRIUS XM HLDGS	$2,682,021	$25,701 ▼	-0.9%	118,963	0.3%	COM
LIBERTY LIVE A	$2,390,449		0.0%	35,551	0.2%	COM
BRK.A Berkshire Hathaway	$1,596,883		0.0%	2	0.2%	Finance
WAB Westinghouse Air Brake Technologies	$639,984	$725 ▼	-0.1%	3,529	0.1%	Transportation
LIBERTY LIVE C	$294,160		0.0%	4,317	0.0%	COM
BMY Bristol-Myers Squibb	$275,126		0.0%	4,511	0.0%	Medical
DNOW DNOW	$261,905	$11,170 ▼	-4.1%	15,334	0.0%	Industrials
AAPL Apple	$223,685	$18,701,799 ▼	-98.8%	1,007	0.0%	Computer and Technology
SCHW Charles Schwab	$0	$5,108,540 ▼	-100.0%	0	0.0%	Finance

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 New Holdings this Quarter

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 New Holdings this Quarter

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

Advanced Stock Screeners and Research Tools