Schwerin Boyle Capital Management as of March 31, 2025
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 53 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 17.6 | $171M | 321k | 532.58 | |
| Facebook Inc cl a (META) | 6.2 | $60M | 104k | 576.36 | |
| Wells Fargo & Company (WFC) | 6.0 | $58M | 805k | 71.79 | |
| American Express Company (AXP) | 5.1 | $49M | 183k | 269.05 | |
| Alphabet Inc Class C cs (GOOG) | 4.2 | $41M | 259k | 156.23 | |
| Accenture (ACN) | 3.7 | $36M | 116k | 312.04 | |
| MasterCard Incorporated (MA) | 3.6 | $35M | 64k | 548.12 | |
| JPMorgan Chase & Co. (JPM) | 3.5 | $34M | 140k | 245.30 | |
| CarMax (KMX) | 3.3 | $32M | 416k | 77.92 | |
| Gartner (IT) | 3.2 | $31M | 73k | 419.74 | |
| Exxon Mobil Corporation (XOM) | 3.1 | $30M | 256k | 118.93 | |
| Acuity Brands (AYI) | 2.6 | $25M | 94k | 263.35 | |
| Verizon Communications (VZ) | 2.2 | $21M | 469k | 45.36 | |
| Loews Corporation (L) | 2.1 | $20M | 219k | 91.91 | |
| Spx Corp (SPXC) | 2.0 | $20M | 153k | 128.78 | |
| McKesson Corporation (MCK) | 2.0 | $20M | 29k | 672.99 | |
| Sensata Technolo (ST) | 2.0 | $19M | 798k | 24.27 | |
| Coca-Cola Company (KO) | 2.0 | $19M | 267k | 71.62 | |
| Pfizer (PFE) | 1.8 | $18M | 691k | 25.34 | |
| AGCO Corporation (AGCO) | 1.8 | $17M | 186k | 92.57 | |
| Schwab Intl Equity Etf Intl Eqty Etf (SCHF) | 1.4 | $14M | 707k | 19.78 | |
| Schlumberger (SLB) | 1.4 | $14M | 332k | 41.80 | |
| Vanguard Ftse Emerging Market Ftse Emr Mkt Etf (VWO) | 1.4 | $13M | 296k | 45.26 | |
| Phillips 66 (PSX) | 1.3 | $13M | 105k | 123.48 | |
| Gentex Corporation (GNTX) | 1.2 | $12M | 519k | 23.30 | |
| Cognizant Technology Solutions (CTSH) | 1.2 | $12M | 150k | 76.50 | |
| Occidental Petroleum Corporation (OXY) | 1.1 | $11M | 217k | 49.36 | |
| Allegion Plc equity (ALLE) | 1.0 | $9.7M | 74k | 130.46 | |
| Intercontinental Exchange (ICE) | 1.0 | $9.6M | 56k | 172.50 | |
| Comcast Corporation (CMCSA) | 0.9 | $9.1M | 247k | 36.90 | |
| AmerisourceBergen (COR) | 0.9 | $8.4M | 30k | 278.09 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.8 | $8.0M | 89k | 90.01 | |
| Evertec (EVTC) | 0.8 | $8.0M | 218k | 36.77 | |
| Microsoft Corporation (MSFT) | 0.8 | $7.6M | 20k | 375.39 | |
| Dollar General (DG) | 0.8 | $7.5M | 85k | 87.93 | |
| Altria (MO) | 0.8 | $7.5M | 125k | 60.02 | |
| Shyft Group (SHYF) | 0.7 | $6.7M | 831k | 8.09 | |
| Paypal Holdings (PYPL) | 0.6 | $6.1M | 93k | 65.25 | |
| Global Payments (GPN) | 0.6 | $5.5M | 56k | 97.92 | |
| I Shares Jp Val Msci Jp Val (EWJV) | 0.5 | $4.7M | 143k | 33.27 | |
| Wisdomtree Jpn S Jp Smallcp Div (DFJ) | 0.5 | $4.6M | 59k | 79.27 | |
| Xometry (XMTR) | 0.4 | $4.2M | 169k | 24.92 | |
| Southwest Airlines (LUV) | 0.4 | $3.9M | 117k | 33.58 | |
| Anheuser-Busch InBev NV (BUD) | 0.3 | $3.2M | 53k | 61.56 | |
| Ansys (ANSS) | 0.3 | $3.1M | 9.8k | 316.56 | |
| Sirius XM Holdings (SIRI) | 0.3 | $2.7M | 119k | 22.55 | |
| Liberty Media Corp-Liberty Live (LLYVA) | 0.2 | $2.4M | 36k | 67.24 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.6M | 2.00 | 798441.50 | |
| Wabtec Corporation (WAB) | 0.1 | $640k | 3.5k | 181.35 | |
| Liberty Media CORP-Liberty Live (LLYVK) | 0.0 | $294k | 4.3k | 68.14 | |
| Bristol Myers Squibb (BMY) | 0.0 | $275k | 4.5k | 60.99 | |
| Now (DNOW) | 0.0 | $262k | 15k | 17.08 | |
| Apple (AAPL) | 0.0 | $224k | 1.0k | 222.13 |
