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, META, WFC, GOOG, AXP, and represent 39.29% of Schwerin Boyle Capital Management's stock portfolio.
- Added to shares of these 4 stocks: OXY (+$11M), AEBI (+$9.7M), FI (+$6.9M), PYPL.
- Started 2 new stock positions in FI, AEBI.
- Reduced shares in these 10 stocks: SHYF (-$9.3M), , , SIRI, BRK.B, META, JPM, GOOG, L, SPXC.
- Sold out of its positions in MO, ANSS, AAPL, LBRDK, SHYF, SIRI.
- Schwerin Boyle Capital Management was a net seller of stock by $-8.9M.
- Schwerin Boyle Capital Management has $915M in assets under management (AUM), dropping by 2.00%.
- Central Index Key (CIK): 0000937522
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Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 47 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 13.4 | $122M | 244k | 502.74 |
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| Facebook Inc cl a (META) | 7.2 | $66M | -2% | 89k | 734.38 |
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| Wells Fargo & Company (WFC) | 6.8 | $63M | 747k | 83.82 |
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| Alphabet Inc Class C cs (GOOG) | 6.0 | $55M | -2% | 227k | 243.55 |
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| American Express Company (AXP) | 5.9 | $54M | 161k | 332.16 |
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| JPMorgan Chase & Co. (JPM) | 4.1 | $38M | -3% | 120k | 315.43 |
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| MasterCard Incorporated (MA) | 3.5 | $32M | 56k | 568.81 |
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| Acuity Brands (AYI) | 3.0 | $28M | 81k | 344.39 |
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| Accenture (ACN) | 2.8 | $25M | 102k | 246.60 |
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| Spx Corp (SPXC) | 2.7 | $25M | -3% | 134k | 186.78 |
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| Exxon Mobil Corporation (XOM) | 2.7 | $25M | -2% | 217k | 112.75 |
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| Occidental Petroleum Corporation (OXY) | 2.3 | $21M | +105% | 447k | 47.25 |
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| Sensata Technolo (ST) | 2.3 | $21M | 679k | 30.55 |
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| Gentex Corporation (GNTX) | 2.2 | $20M | 696k | 28.30 |
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| McKesson Corporation (MCK) | 2.0 | $18M | 24k | 772.54 |
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| Loews Corporation (L) | 2.0 | $18M | -5% | 178k | 100.39 |
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| Verizon Communications (VZ) | 1.9 | $18M | 399k | 43.95 |
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| AGCO Corporation (AGCO) | 1.9 | $17M | -2% | 163k | 107.07 |
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| Gartner (IT) | 1.9 | $17M | 65k | 262.87 |
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| CarMax (KMX) | 1.8 | $17M | -3% | 372k | 44.87 |
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| Schwab Intl Equity Etf Intl Eqty Etf (SCHF) | 1.8 | $16M | 707k | 23.28 |
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| Vanguard Ftse Emerging Market Ftse Emr Mkt Etf (VWO) | 1.8 | $16M | 296k | 54.18 |
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| Pfizer (PFE) | 1.6 | $15M | 591k | 25.48 |
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| Coca-Cola Company (KO) | 1.6 | $15M | -3% | 220k | 66.32 |
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| Phillips 66 (PSX) | 1.4 | $13M | -2% | 95k | 136.02 |
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| Allegion Plc equity (ALLE) | 1.3 | $12M | 69k | 177.35 |
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| Cognizant Technology Solutions (CTSH) | 1.1 | $9.9M | 148k | 67.07 |
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| Aebi Schmidt Hldg Ag F (AEBI) | 1.1 | $9.7M | NEW | 774k | 12.47 |
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| Microsoft Corporation (MSFT) | 1.1 | $9.6M | -3% | 19k | 517.95 |
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| Schlumberger (SLB) | 1.0 | $9.5M | 278k | 34.37 |
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| AmerisourceBergen (COR) | 1.0 | $9.3M | 30k | 312.53 |
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| Xometry (XMTR) | 1.0 | $9.2M | 169k | 54.47 |
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| Intercontinental Exchange (ICE) | 1.0 | $8.9M | 53k | 168.48 |
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| Dollar General (DG) | 1.0 | $8.8M | 85k | 103.35 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.9 | $7.8M | -6% | 75k | 104.45 |
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| Comcast Corporation (CMCSA) | 0.8 | $7.8M | 247k | 31.42 |
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| Evertec (EVTC) | 0.8 | $7.3M | 218k | 33.78 |
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| Fiserv (FI) | 0.8 | $6.9M | NEW | 54k | 128.93 |
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| Paypal Holdings (PYPL) | 0.7 | $6.8M | +16% | 101k | 67.06 |
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| Wisdomtree Jpn S Jp Smallcp Div (DFJ) | 0.6 | $5.5M | 59k | 94.83 |
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| Southwest Airlines (LUV) | 0.4 | $3.7M | 117k | 31.91 |
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| Liberty Media Corp-Liberty Live (LLYVA) | 0.4 | $3.3M | 35k | 94.30 |
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| Anheuser-Busch InBev NV (BUD) | 0.3 | $2.7M | -8% | 46k | 59.61 |
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| Berkshire Hathaway (BRK.A) | 0.2 | $1.5M | 2.00 | 754200.00 |
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| Wabtec Corporation (WAB) | 0.1 | $602k | -2% | 3.0k | 200.47 |
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| Liberty Media CORP-Liberty Live (LLYVK) | 0.0 | $333k | -6% | 3.4k | 96.97 |
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| Now (DNOW) | 0.0 | $195k | -2% | 13k | 15.25 |
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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 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
- Schwerin Boyle Capital Management 2021 Q3 filed Nov. 15, 2021