Schwerin Boyle Capital Management as of Sept. 30, 2025
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 | |
| Facebook Inc cl a (META) | 7.2 | $66M | 89k | 734.38 | |
| Wells Fargo & Company (WFC) | 6.8 | $63M | 747k | 83.82 | |
| Alphabet Inc Class C cs (GOOG) | 6.0 | $55M | 227k | 243.55 | |
| American Express Company (AXP) | 5.9 | $54M | 161k | 332.16 | |
| JPMorgan Chase & Co. (JPM) | 4.1 | $38M | 120k | 315.43 | |
| MasterCard Incorporated (MA) | 3.5 | $32M | 56k | 568.81 | |
| Acuity Brands (AYI) | 3.0 | $28M | 81k | 344.39 | |
| Accenture (ACN) | 2.8 | $25M | 102k | 246.60 | |
| Spx Corp (SPXC) | 2.7 | $25M | 134k | 186.78 | |
| Exxon Mobil Corporation (XOM) | 2.7 | $25M | 217k | 112.75 | |
| Occidental Petroleum Corporation (OXY) | 2.3 | $21M | 447k | 47.25 | |
| Sensata Technolo (ST) | 2.3 | $21M | 679k | 30.55 | |
| Gentex Corporation (GNTX) | 2.2 | $20M | 696k | 28.30 | |
| McKesson Corporation (MCK) | 2.0 | $18M | 24k | 772.54 | |
| Loews Corporation (L) | 2.0 | $18M | 178k | 100.39 | |
| Verizon Communications (VZ) | 1.9 | $18M | 399k | 43.95 | |
| AGCO Corporation (AGCO) | 1.9 | $17M | 163k | 107.07 | |
| Gartner (IT) | 1.9 | $17M | 65k | 262.87 | |
| CarMax (KMX) | 1.8 | $17M | 372k | 44.87 | |
| Schwab Intl Equity Etf Intl Eqty Etf (SCHF) | 1.8 | $16M | 707k | 23.28 | |
| Vanguard Ftse Emerging Market Ftse Emr Mkt Etf (VWO) | 1.8 | $16M | 296k | 54.18 | |
| Pfizer (PFE) | 1.6 | $15M | 591k | 25.48 | |
| Coca-Cola Company (KO) | 1.6 | $15M | 220k | 66.32 | |
| Phillips 66 (PSX) | 1.4 | $13M | 95k | 136.02 | |
| Allegion Plc equity (ALLE) | 1.3 | $12M | 69k | 177.35 | |
| Cognizant Technology Solutions (CTSH) | 1.1 | $9.9M | 148k | 67.07 | |
| Aebi Schmidt Hldg Ag F (AEBI) | 1.1 | $9.7M | 774k | 12.47 | |
| Microsoft Corporation (MSFT) | 1.1 | $9.6M | 19k | 517.95 | |
| Schlumberger (SLB) | 1.0 | $9.5M | 278k | 34.37 | |
| AmerisourceBergen (COR) | 1.0 | $9.3M | 30k | 312.53 | |
| Xometry (XMTR) | 1.0 | $9.2M | 169k | 54.47 | |
| Intercontinental Exchange (ICE) | 1.0 | $8.9M | 53k | 168.48 | |
| Dollar General (DG) | 1.0 | $8.8M | 85k | 103.35 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.9 | $7.8M | 75k | 104.45 | |
| Comcast Corporation (CMCSA) | 0.8 | $7.8M | 247k | 31.42 | |
| Evertec (EVTC) | 0.8 | $7.3M | 218k | 33.78 | |
| Fiserv (FI) | 0.8 | $6.9M | 54k | 128.93 | |
| Paypal Holdings (PYPL) | 0.7 | $6.8M | 101k | 67.06 | |
| Wisdomtree Jpn S Jp Smallcp Div (DFJ) | 0.6 | $5.5M | 59k | 94.83 | |
| Southwest Airlines (LUV) | 0.4 | $3.7M | 117k | 31.91 | |
| Liberty Media Corp-Liberty Live (LLYVA) | 0.4 | $3.3M | 35k | 94.30 | |
| Anheuser-Busch InBev NV (BUD) | 0.3 | $2.7M | 46k | 59.61 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.5M | 2.00 | 754200.00 | |
| Wabtec Corporation (WAB) | 0.1 | $602k | 3.0k | 200.47 | |
| Liberty Media CORP-Liberty Live (LLYVK) | 0.0 | $333k | 3.4k | 96.97 | |
| Now (DNOW) | 0.0 | $195k | 13k | 15.25 |
