Schwerin Boyle Capital Management as of Dec. 31, 2025
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 46 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 13.3 | $121M | 241k | 502.65 | |
| Alphabet Inc Class C cs (GOOG) | 7.6 | $70M | 222k | 313.80 | |
| Wells Fargo & Company (WFC) | 7.6 | $69M | 741k | 93.20 | |
| American Express Company (AXP) | 6.5 | $59M | 159k | 369.95 | |
| Facebook Inc cl a (META) | 6.4 | $59M | 89k | 660.09 | |
| JPMorgan Chase & Co. (JPM) | 4.2 | $39M | 120k | 322.22 | |
| MasterCard Incorporated (MA) | 3.5 | $32M | 56k | 570.88 | |
| Acuity Brands (AYI) | 3.2 | $29M | 80k | 360.04 | |
| Accenture (ACN) | 3.0 | $27M | 102k | 268.30 | |
| Spx Corp (SPXC) | 2.9 | $27M | 133k | 200.06 | |
| Exxon Mobil Corporation (XOM) | 2.8 | $26M | 216k | 120.34 | |
| Sensata Technolo (ST) | 2.5 | $22M | 673k | 33.29 | |
| McKesson Corporation (MCK) | 2.1 | $19M | 24k | 820.29 | |
| Loews Corporation (L) | 2.0 | $19M | 178k | 105.31 | |
| Schwab International Equity ETF (SCHF) | 1.9 | $17M | 707k | 24.04 | |
| AGCO Corporation (AGCO) | 1.9 | $17M | 162k | 104.32 | |
| Verizon Communications (VZ) | 1.8 | $16M | 399k | 40.73 | |
| Gentex Corporation (GNTX) | 1.8 | $16M | 696k | 23.27 | |
| Gartner (IT) | 1.8 | $16M | 64k | 252.28 | |
| Vanguard Emerging Markets ETF (VWO) | 1.7 | $16M | 296k | 53.76 | |
| Coca-Cola Company (KO) | 1.7 | $15M | 220k | 69.91 | |
| Pfizer (PFE) | 1.6 | $15M | 585k | 24.90 | |
| Cognizant Technology Solutions (CTSH) | 1.3 | $12M | 148k | 83.00 | |
| Phillips 66 (PSX) | 1.3 | $12M | 95k | 129.04 | |
| Dollar General (DG) | 1.2 | $11M | 85k | 132.77 | |
| Occidental Petroleum Corporation (OXY) | 1.2 | $11M | 274k | 41.12 | |
| Allegion Plc equity (ALLE) | 1.2 | $11M | 68k | 159.22 | |
| Fiserv (FI) | 1.2 | $11M | 159k | 67.17 | |
| Schlumberger (SLB) | 1.2 | $11M | 275k | 38.38 | |
| Xometry (XMTR) | 1.1 | $10M | 169k | 59.47 | |
| Aebi Schmidt Hldg Ag F (AEBI) | 1.1 | $9.8M | 774k | 12.65 | |
| AmerisourceBergen (COR) | 1.0 | $9.2M | 27k | 337.75 | |
| Microsoft Corporation (MSFT) | 1.0 | $8.9M | 18k | 483.62 | |
| Intercontinental Exchange (ICE) | 0.9 | $8.6M | 53k | 161.96 | |
| Southwest Airlines (LUV) | 0.9 | $8.5M | 206k | 41.33 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.8 | $7.4M | 75k | 98.51 | |
| Evertec (EVTC) | 0.7 | $6.3M | 218k | 29.09 | |
| Paypal Holdings (PYPL) | 0.6 | $5.9M | 100k | 58.38 | |
| WisdomTree Japan SmallCap Div (DFJ) | 0.6 | $5.6M | 59k | 96.34 | |
| Anheuser-Busch InBev NV (BUD) | 0.3 | $2.8M | 44k | 64.04 | |
| Liberty Live Holdings Inc Com Ser A (LLYVA) | 0.3 | $2.7M | 33k | 81.50 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.5M | 2.00 | 754800.00 | |
| Wabtec Corporation (WAB) | 0.1 | $639k | 3.0k | 213.45 | |
| Liberty Live Holdings Inc Com Shs Ser C (LLYVK) | 0.0 | $285k | 3.4k | 83.16 | |
| International Business Machines (IBM) | 0.0 | $222k | 750.00 | 296.21 | |
| Now (DNOW) | 0.0 | $168k | 13k | 13.25 |
