Schwerin Boyle Capital Management as of Dec. 31, 2024
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 53 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 15.2 | $148M | 328k | 453.28 | |
| Facebook Inc cl a (META) | 6.5 | $63M | 108k | 585.51 | |
| Wells Fargo & Company (WFC) | 6.0 | $59M | 833k | 70.24 | |
| American Express Company (AXP) | 5.8 | $57M | 192k | 296.79 | |
| Alphabet Inc Class C cs (GOOG) | 5.1 | $50M | 261k | 190.44 | |
| Accenture (ACN) | 4.2 | $41M | 117k | 351.79 | |
| Gartner (IT) | 3.7 | $36M | 74k | 484.47 | |
| JPMorgan Chase & Co. (JPM) | 3.6 | $35M | 146k | 239.71 | |
| CarMax (KMX) | 3.6 | $35M | 425k | 81.76 | |
| MasterCard Incorporated (MA) | 3.5 | $34M | 65k | 526.57 | |
| Acuity Brands (AYI) | 2.8 | $28M | 95k | 292.13 | |
| Exxon Mobil Corporation (XOM) | 2.8 | $28M | 257k | 107.57 | |
| Spx Corp (SPXC) | 2.3 | $23M | 157k | 145.52 | |
| Apple (AAPL) | 2.2 | $21M | 85k | 250.42 | |
| Loews Corporation (L) | 2.0 | $19M | 229k | 84.69 | |
| Verizon Communications (VZ) | 2.0 | $19M | 483k | 39.99 | |
| Pfizer (PFE) | 2.0 | $19M | 719k | 26.53 | |
| AGCO Corporation (AGCO) | 1.8 | $17M | 186k | 93.48 | |
| McKesson Corporation (MCK) | 1.7 | $17M | 29k | 569.91 | |
| Schwab Intl Equity Etf Intl Eqty Etf (SCHF) | 1.3 | $13M | 707k | 18.50 | |
| Vanguard Ftse Emerging Market Ftse Emr Mkt Etf (VWO) | 1.3 | $13M | 296k | 44.04 | |
| Schlumberger (SLB) | 1.3 | $13M | 330k | 38.34 | |
| Sensata Technolo (ST) | 1.3 | $13M | 455k | 27.40 | |
| Gentex Corporation (GNTX) | 1.3 | $12M | 428k | 28.73 | |
| Phillips 66 (PSX) | 1.2 | $12M | 106k | 113.93 | |
| Cognizant Technology Solutions (CTSH) | 1.2 | $12M | 150k | 76.90 | |
| Occidental Petroleum Corporation (OXY) | 1.1 | $11M | 217k | 49.41 | |
| Allegion Plc equity (ALLE) | 1.0 | $9.7M | 74k | 130.68 | |
| Comcast Corporation (CMCSA) | 1.0 | $9.3M | 247k | 37.53 | |
| Intercontinental Exchange (ICE) | 0.9 | $9.1M | 61k | 149.01 | |
| Microsoft Corporation (MSFT) | 0.9 | $8.8M | 21k | 421.50 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.8 | $8.3M | 89k | 92.66 | |
| Evertec (EVTC) | 0.8 | $7.5M | 218k | 34.53 | |
| Xometry (XMTR) | 0.7 | $7.2M | 169k | 42.66 | |
| Shyft Group (SHYF) | 0.7 | $6.8M | 583k | 11.74 | |
| AmerisourceBergen (COR) | 0.7 | $6.8M | 30k | 224.68 | |
| Paypal Holdings (PYPL) | 0.7 | $6.7M | 78k | 85.35 | |
| Altria (MO) | 0.7 | $6.5M | 125k | 52.29 | |
| Global Payments (GPN) | 0.6 | $6.3M | 56k | 112.06 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $5.1M | 69k | 74.01 | |
| I Shares Jp Val Msci Jp Val (EWJV) | 0.5 | $4.5M | 143k | 31.28 | |
| Wisdomtree Jpn S Jp Smallcp Div (DFJ) | 0.5 | $4.4M | 59k | 75.14 | |
| Southwest Airlines (LUV) | 0.4 | $3.9M | 117k | 33.62 | |
| Ansys (ANSS) | 0.3 | $3.3M | 9.8k | 337.33 | |
| Anheuser-Busch InBev NV (BUD) | 0.3 | $2.9M | 57k | 50.07 | |
| Dollar General (DG) | 0.3 | $2.8M | 37k | 75.82 | |
| Sirius XM Holdings (SIRI) | 0.3 | $2.7M | 120k | 22.80 | |
| Liberty Media Corp-Liberty Live (LLYVA) | 0.2 | $2.4M | 36k | 66.56 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $1.4M | 2.00 | 680920.00 | |
| Wabtec Corporation (WAB) | 0.1 | $670k | 3.5k | 189.59 | |
| Liberty Media CORP-Liberty Live (LLYVK) | 0.0 | $294k | 4.3k | 68.06 | |
| Bristol Myers Squibb (BMY) | 0.0 | $255k | 4.5k | 56.56 | |
| Now (DNOW) | 0.0 | $208k | 16k | 13.01 |
