Schwerin Boyle Capital Management
Latest statistics and disclosures from Schwerin Boyle Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, GOOG, WFC, AXP, META, and represent 41.35% of Schwerin Boyle Capital Management's stock portfolio.
- Added to shares of these 5 stocks: FI (+$7.1M), LUV, LLYVA, LLYVK, IBM.
- Started 3 new stock positions in LLYVA, LLYVK, IBM.
- Reduced shares in these 10 stocks: KMX (-$17M), , OXY (-$7.1M), Liberty Media Corp-Liberty Live, GOOG, BRK.B, COR, AXP, WFC, META.
- Sold out of its positions in KMX, CMCSA, Liberty Media CORP-Liberty Live, Liberty Media Corp-Liberty Live.
- Schwerin Boyle Capital Management was a net seller of stock by $-29M.
- Schwerin Boyle Capital Management has $913M in assets under management (AUM), dropping by -0.24%.
- Central Index Key (CIK): 0000937522
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Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 46 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 13.3 | $121M | 241k | 502.65 |
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| Alphabet Inc Class C cs (GOOG) | 7.6 | $70M | -2% | 222k | 313.80 |
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| Wells Fargo & Company (WFC) | 7.6 | $69M | 741k | 93.20 |
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| American Express Company (AXP) | 6.5 | $59M | 159k | 369.95 |
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| Facebook Inc cl a (META) | 6.4 | $59M | 89k | 660.09 |
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| JPMorgan Chase & Co. (JPM) | 4.2 | $39M | 120k | 322.22 |
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| MasterCard Incorporated (MA) | 3.5 | $32M | 56k | 570.88 |
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| Acuity Brands (AYI) | 3.2 | $29M | 80k | 360.04 |
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| Accenture (ACN) | 3.0 | $27M | 102k | 268.30 |
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| Spx Corp (SPXC) | 2.9 | $27M | 133k | 200.06 |
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| Exxon Mobil Corporation (XOM) | 2.8 | $26M | 216k | 120.34 |
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| Sensata Technolo (ST) | 2.5 | $22M | 673k | 33.29 |
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| McKesson Corporation (MCK) | 2.1 | $19M | 24k | 820.29 |
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| Loews Corporation (L) | 2.0 | $19M | 178k | 105.31 |
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| Schwab International Equity ETF (SCHF) | 1.9 | $17M | 707k | 24.04 |
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| AGCO Corporation (AGCO) | 1.9 | $17M | 162k | 104.32 |
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| Verizon Communications (VZ) | 1.8 | $16M | 399k | 40.73 |
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| Gentex Corporation (GNTX) | 1.8 | $16M | 696k | 23.27 |
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| Gartner (IT) | 1.8 | $16M | 64k | 252.28 |
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| Vanguard Emerging Markets ETF (VWO) | 1.7 | $16M | 296k | 53.76 |
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| Coca-Cola Company (KO) | 1.7 | $15M | 220k | 69.91 |
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| Pfizer (PFE) | 1.6 | $15M | 585k | 24.90 |
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| Cognizant Technology Solutions (CTSH) | 1.3 | $12M | 148k | 83.00 |
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| Phillips 66 (PSX) | 1.3 | $12M | 95k | 129.04 |
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| Dollar General (DG) | 1.2 | $11M | 85k | 132.77 |
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| Occidental Petroleum Corporation (OXY) | 1.2 | $11M | -38% | 274k | 41.12 |
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| Allegion Plc equity (ALLE) | 1.2 | $11M | 68k | 159.22 |
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| Fiserv (FI) | 1.2 | $11M | +195% | 159k | 67.17 |
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| Schlumberger (SLB) | 1.2 | $11M | 275k | 38.38 |
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| Xometry (XMTR) | 1.1 | $10M | 169k | 59.47 |
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| Aebi Schmidt Hldg Ag F (AEBI) | 1.1 | $9.8M | 774k | 12.65 |
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| AmerisourceBergen (COR) | 1.0 | $9.2M | -8% | 27k | 337.75 |
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| Microsoft Corporation (MSFT) | 1.0 | $8.9M | 18k | 483.62 |
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| Intercontinental Exchange (ICE) | 0.9 | $8.6M | 53k | 161.96 |
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| Southwest Airlines (LUV) | 0.9 | $8.5M | +75% | 206k | 41.33 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.8 | $7.4M | 75k | 98.51 |
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| Evertec (EVTC) | 0.7 | $6.3M | 218k | 29.09 |
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| Paypal Holdings (PYPL) | 0.6 | $5.9M | 100k | 58.38 |
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| WisdomTree Japan SmallCap Div (DFJ) | 0.6 | $5.6M | 59k | 96.34 |
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| Anheuser-Busch InBev NV (BUD) | 0.3 | $2.8M | -4% | 44k | 64.04 |
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| Liberty Live Holdings Inc Com Ser A (LLYVA) | 0.3 | $2.7M | NEW | 33k | 81.50 |
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| Berkshire Hathaway (BRK.A) | 0.2 | $1.5M | 2.00 | 754800.00 |
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| Wabtec Corporation (WAB) | 0.1 | $639k | 3.0k | 213.45 |
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| Liberty Live Holdings Inc Com Shs Ser C (LLYVK) | 0.0 | $285k | NEW | 3.4k | 83.16 |
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| International Business Machines (IBM) | 0.0 | $222k | NEW | 750.00 | 296.21 |
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| Now (DNOW) | 0.0 | $168k | 13k | 13.25 |
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Past Filings by Schwerin Boyle Capital Management
SEC 13F filings are viewable for Schwerin Boyle Capital Management going back to 2010
- Schwerin Boyle Capital Management 2025 Q4 filed Feb. 12, 2026
- Schwerin Boyle Capital Management 2025 Q3 filed Nov. 13, 2025
- Schwerin Boyle Capital Management 2025 Q2 filed Aug. 14, 2025
- Schwerin Boyle Capital Management 2025 Q1 filed May 14, 2025
- Schwerin Boyle Capital Management 2024 Q4 filed Feb. 13, 2025
- Schwerin Boyle Capital Management 2024 Q3 filed Nov. 13, 2024
- Schwerin Boyle Capital Management 2024 Q2 filed Aug. 13, 2024
- Schwerin Boyle Capital Management 2024 Q1 filed May 14, 2024
- Schwerin Boyle Capital Management 2023 Q3 filed Nov. 13, 2023
- Schwerin Boyle Capital Management 2023 Q2 filed Aug. 14, 2023
- Schwerin Boyle Capital Management 2023 Q1 filed May 12, 2023
- Schwerin Boyle Capital Management 2022 Q4 filed Feb. 9, 2023
- Schwerin Boyle Capital Management 2022 Q3 filed Nov. 14, 2022
- Schwerin Boyle Capital Management 2022 Q2 filed Aug. 15, 2022
- Schwerin Boyle Capital Management 2022 Q1 filed May 13, 2022
- Schwerin Boyle Capital Management 2021 Q4 filed Feb. 11, 2022