Schwerin Boyle Capital Management as of June 30, 2025
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 51 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 13.4 | $120M | 248k | 485.77 | |
| Facebook Inc cl a (META) | 7.6 | $68M | 92k | 738.09 | |
| Wells Fargo & Company (WFC) | 6.7 | $60M | 750k | 80.12 | |
| American Express Company (AXP) | 5.8 | $52M | 162k | 318.98 | |
| Alphabet Inc Class C cs (GOOG) | 4.6 | $41M | 232k | 177.39 | |
| JPMorgan Chase & Co. (JPM) | 4.0 | $36M | 125k | 289.91 | |
| MasterCard Incorporated (MA) | 3.5 | $32M | 57k | 561.94 | |
| Accenture (ACN) | 3.4 | $31M | 103k | 298.89 | |
| Gartner (IT) | 2.9 | $26M | 65k | 404.22 | |
| CarMax (KMX) | 2.9 | $26M | 384k | 67.21 | |
| Acuity Brands (AYI) | 2.7 | $25M | 82k | 298.34 | |
| Exxon Mobil Corporation (XOM) | 2.7 | $24M | 223k | 107.80 | |
| Spx Corp (SPXC) | 2.6 | $23M | 139k | 167.68 | |
| Sensata Technolo (ST) | 2.3 | $21M | 692k | 30.11 | |
| Verizon Communications (VZ) | 2.0 | $18M | 405k | 43.27 | |
| Loews Corporation (L) | 1.9 | $17M | 189k | 91.66 | |
| McKesson Corporation (MCK) | 1.9 | $17M | 24k | 732.78 | |
| AGCO Corporation (AGCO) | 1.9 | $17M | 166k | 103.16 | |
| Coca-Cola Company (KO) | 1.8 | $16M | 228k | 70.75 | |
| Schwab Intl Equity Etf Intl Eqty Etf (SCHF) | 1.7 | $16M | 707k | 22.10 | |
| Gentex Corporation (GNTX) | 1.7 | $15M | 696k | 21.99 | |
| Vanguard Ftse Emerging Market Ftse Emr Mkt Etf (VWO) | 1.6 | $15M | 296k | 49.46 | |
| Pfizer (PFE) | 1.6 | $15M | 602k | 24.24 | |
| Phillips 66 (PSX) | 1.3 | $12M | 97k | 119.30 | |
| Cognizant Technology Solutions (CTSH) | 1.3 | $12M | 148k | 78.03 | |
| Allegion Plc equity (ALLE) | 1.1 | $10M | 70k | 144.12 | |
| Dollar General (DG) | 1.1 | $9.7M | 85k | 114.38 | |
| Intercontinental Exchange (ICE) | 1.1 | $9.7M | 53k | 183.47 | |
| Microsoft Corporation (MSFT) | 1.1 | $9.6M | 19k | 497.41 | |
| Schlumberger (SLB) | 1.1 | $9.5M | 282k | 33.80 | |
| Shyft Group (SHYF) | 1.0 | $9.3M | 744k | 12.54 | |
| Occidental Petroleum Corporation (OXY) | 1.0 | $9.1M | 217k | 42.01 | |
| AmerisourceBergen (COR) | 1.0 | $8.9M | 30k | 299.85 | |
| Comcast Corporation (CMCSA) | 1.0 | $8.8M | 247k | 35.69 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.9 | $8.4M | 80k | 104.50 | |
| Evertec (EVTC) | 0.9 | $7.8M | 218k | 36.05 | |
| Altria (MO) | 0.8 | $7.0M | 119k | 58.63 | |
| Paypal Holdings (PYPL) | 0.7 | $6.5M | 87k | 74.32 | |
| Xometry (XMTR) | 0.6 | $5.7M | 169k | 33.79 | |
| Wisdomtree Jpn S Jp Smallcp Div (DFJ) | 0.6 | $5.0M | 59k | 85.69 | |
| Southwest Airlines (LUV) | 0.4 | $3.8M | 117k | 32.44 | |
| Anheuser-Busch InBev NV (BUD) | 0.4 | $3.4M | 50k | 68.72 | |
| Ansys (ANSS) | 0.4 | $3.2M | 9.1k | 351.22 | |
| Liberty Media Corp-Liberty Live (LLYVA) | 0.3 | $2.8M | 35k | 79.48 | |
| Sirius XM Holdings (SIRI) | 0.3 | $2.3M | 102k | 22.97 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.5M | 2.00 | 728800.00 | |
| Wabtec Corporation (WAB) | 0.1 | $648k | 3.1k | 209.35 | |
| Liberty Media CORP-Liberty Live (LLYVK) | 0.0 | $297k | 3.7k | 81.16 | |
| Apple (AAPL) | 0.0 | $207k | 1.0k | 205.17 | |
| Liberty Broadband Cl C (LBRDK) | 0.0 | $207k | 2.1k | 98.38 | |
| Now (DNOW) | 0.0 | $194k | 13k | 14.83 |
