Schwerin Boyle Capital Management Inc

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 53Value: $970.1MLatest: 2025Q1

SCHWERIN BOYLE CAPITAL MANAGEMENT INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 53 holdings worth $1.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FWONK",
  "ACN",
  "AXP",
  "AYI",
  "BUD",
  "KMX",
  "LLYVA",
  "ICE",
  null,
  "META",
  "SHYF",
  "L",
  "MA",
  "MSFT",
  "OXY",
  "ANSS",
  "DG",
  "PYPL",
  "AAPL",
  "PFE",
  "VZ",
  "SLB",
  "VWO",
  "IT",
  "GPN",
  null,
  "AGCO",
  "ST",
  "ALLE",
  "WAB",
  "SIRI",
  "LUV",
  "WFC",
  null,
  "XMTR",
  "EVTC",
  "GNTX",
  "SCHF",
  "LLYVK",
  "SPXC",
  "PSX",
  "MCK",
  "BRK-A",
  "BRK-B",
  "BMY",
  "KO",
  "CMCSA",
  "CTSH",
  "DNOW",
  "GOOG",
  "XOM",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 53
Total Value: 970145082
Accession Number: 0001376474-25-000460
Form Type: 13F-HR
CIK: schwerin-boyle-capital-management
Manager Name: Schwerin-Boyle-Capital-Management

Data Enrichment

94% identified

50 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

53 positions • $970.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:320.6K

Value:$170.8M

% of Portfolio:17.6% ($170.8M/$970.1M)

Meta Platforms, Inc.

META|30303M102

Shares:104.3K

Value:$60.1M

% of Portfolio:6.2% ($60.1M/$970.1M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:805.4K

Value:$57.8M

% of Portfolio:6.0% ($57.8M/$970.1M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:182.7K

Value:$49.2M

% of Portfolio:5.1% ($49.2M/$970.1M)

Alphabet Inc.

GOOG|02079K107

Shares:259.2K

Value:$40.5M

% of Portfolio:4.2% ($40.5M/$970.1M)

Accenture plc

ACN|G1151C101

Shares:115.6K

Value:$36.1M

% of Portfolio:3.7% ($36.1M/$970.1M)

Mastercard Inc

MA|57636Q104

Shares:63.5K

Value:$34.8M

% of Portfolio:3.6% ($34.8M/$970.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:140.1K

Value:$34.4M

% of Portfolio:3.5% ($34.4M/$970.1M)

CARMAX INC

KMX|143130102

Shares:416.1K

Value:$32.4M

% of Portfolio:3.3% ($32.4M/$970.1M)

GARTNER INC

IT|366651107

Shares:73.1K

Value:$30.7M

% of Portfolio:3.2% ($30.7M/$970.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:255.5K

Value:$30.4M

% of Portfolio:3.1% ($30.4M/$970.1M)

ACUITY BRANDS INC

AYI|00508Y102

Shares:94.0K

Value:$24.8M

% of Portfolio:2.6% ($24.8M/$970.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:469.1K

Value:$21.3M

% of Portfolio:2.2% ($21.3M/$970.1M)

LOEWS CORP

L|540424108

Shares:219.2K

Value:$20.1M

% of Portfolio:2.1% ($20.1M/$970.1M)

SPX Technologies, Inc.

SPXC|78473E103

Shares:152.8K

Value:$19.7M

% of Portfolio:2.0% ($19.7M/$970.1M)

MCKESSON CORP

MCK|58155Q103

Shares:29.0K

Value:$19.5M

% of Portfolio:2.0% ($19.5M/$970.1M)

Sensata Technologies Holding plc

ST|G8060N102

Shares:798.3K

Value:$19.4M

% of Portfolio:2.0% ($19.4M/$970.1M)

COCA COLA CO

KO|191216100

Shares:266.6K

Value:$19.1M

% of Portfolio:2.0% ($19.1M/$970.1M)

PFIZER INC

PFE|717081103

Shares:690.5K

Value:$17.5M

% of Portfolio:1.8% ($17.5M/$970.1M)

AGCO CORP /DE

AGCO|001084102

Shares:186.1K

Value:$17.2M

% of Portfolio:1.8% ($17.2M/$970.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	320.6K	QoQ -2.08% (-6.8K) YoY -8.16% (-28.5K)	All Managers (Combined)	$170.8M	17.6% ($170.8M/$970.1M)	QoQ +15.04% (-$22.3M) YoY +16.30% (-$23.9M)
Meta Platforms, Inc.(METAcusip30303M102)	104.3K	QoQ -3.60% (-3.9K) YoY -31.21% (-47.3K)	All Managers (Combined)	$60.1M	6.2% ($60.1M/$970.1M)	QoQ -5.11% (-$3.2M) YoY -18.36% (-$13.5M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	805.4K	QoQ -3.34% (-27.8K) YoY -8.35% (-73.5K)	All Managers (Combined)	$57.8M	6.0% ($57.8M/$970.1M)	QoQ -1.20% (-$706.9K) YoY +13.50% (-$6.9M)
AMERICAN EXPRESS CO(AXPcusip025816109)	182.7K	QoQ -4.66% (-8.9K) YoY -29.66% (-77.1K)	All Managers (Combined)	$49.2M	5.1% ($49.2M/$970.1M)	QoQ -13.57% (-$7.7M) YoY -16.89% (-$10.0M)
Alphabet Inc.(GOOGcusip02079K107)	259.2K	QoQ -0.81% (-2.1K) YoY -9.74% (-28.0K)	All Managers (Combined)	$40.5M	4.2% ($40.5M/$970.1M)	QoQ -18.62% (-$9.3M) YoY -7.39% (-$3.2M)
Accenture plc(ACNcusipG1151C101)	115.6K	QoQ -1.06% (-1.2K) YoY -5.70% (-7.0K)	All Managers (Combined)	$36.1M	3.7% ($36.1M/$970.1M)	QoQ -12.24% (-$5.0M) YoY -15.10% (-$6.4M)
Mastercard Inc(MAcusip57636Q104)	63.5K	QoQ -2.19% (-1.4K) YoY -10.53% (-7.5K)	All Managers (Combined)	$34.8M	3.6% ($34.8M/$970.1M)	QoQ +1.80% (-$617.1K) YoY +1.82% (-$624.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	140.1K	QoQ -4.18% (-6.1K) YoY -10.36% (-16.2K)	All Managers (Combined)	$34.4M	3.5% ($34.4M/$970.1M)	QoQ -1.94% (-$683.3K) YoY +9.77% (-$3.1M)
CARMAX INC(KMXcusip143130102)	416.1K	QoQ -2.14% (-9.1K) YoY -6.52% (-29.0K)	All Managers (Combined)	$32.4M	3.3% ($32.4M/$970.1M)	QoQ -6.74% (-$2.3M) YoY -16.38% (-$6.4M)
GARTNER INC(ITcusip366651107)	73.1K	QoQ -1.81% (-1.3K) YoY -9.10% (-7.3K)	All Managers (Combined)	$30.7M	3.2% ($30.7M/$970.1M)	QoQ -14.93% (-$5.4M) YoY -19.96% (-$7.6M)
EXXON MOBIL CORP(XOMcusip30231G102)	255.5K	QoQ -0.36% (-926) YoY -7.19% (-19.8K)	All Managers (Combined)	$30.4M	3.1% ($30.4M/$970.1M)	QoQ +10.16% (-$2.8M) YoY -5.04% (-$1.6M)
ACUITY BRANDS INC(AYIcusip00508Y102)	94.0K	QoQ -0.55% (-525) YoY -7.43% (-7.5K)	All Managers (Combined)	$24.8M	2.6% ($24.8M/$970.1M)	QoQ -10.35% (-$2.9M) YoY -9.28% (-$2.5M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	469.1K	QoQ -2.85% (-13.8K) YoY -9.30% (-48.1K)	All Managers (Combined)	$21.3M	2.2% ($21.3M/$970.1M)	QoQ +10.18% (-$2.0M) YoY -1.96% (-$425.5K)
LOEWS CORP(Lcusip540424108)	219.2K	QoQ -4.39% (-10.1K) YoY -13.10% (-33.1K)	All Managers (Combined)	$20.1M	2.1% ($20.1M/$970.1M)	QoQ +3.76% (-$730.2K) YoY +2.00% (-$396.9K)
SPX Technologies, Inc.(SPXCcusip78473E103)	152.8K	QoQ -2.59% (-4.1K) YoY -35.72% (-85.0K)	All Managers (Combined)	$19.7M	2.0% ($19.7M/$970.1M)	QoQ -13.79% (-$3.2M) YoY -32.77% (-$9.6M)
MCKESSON CORP(MCKcusip58155Q103)	29.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$19.5M	2.0% ($19.5M/$970.1M)	QoQ +18.08% (+$3.0M) YoY +25.35% (+$4.0M)
Sensata Technologies Holding plc(STcusipG8060N102)	798.3K	QoQ +75.28% (+342.9K) YoY NEW(+798.3K)	All Managers (Combined)	$19.4M	2.0% ($19.4M/$970.1M)	QoQ +55.26% (+$6.9M) YoY NEW(+$19.4M)
COCA COLA CO(KOcusip191216100)	266.6K	QoQ NEW(+266.6K) YoY NEW(+266.6K)	All Managers (Combined)	$19.1M	2.0% ($19.1M/$970.1M)	QoQ NEW(+$19.1M) YoY NEW(+$19.1M)
PFIZER INC(PFEcusip717081103)	690.5K	QoQ -4.02% (-28.9K) YoY -3.60% (-25.8K)	All Managers (Combined)	$17.5M	1.8% ($17.5M/$970.1M)	QoQ -8.32% (-$1.6M) YoY -11.97% (-$2.4M)
AGCO CORP /DE(AGCOcusip001084102)	186.1K	QoQ -0.08% (-152) YoY +5.00% (-8.9K)	All Managers (Combined)	$17.2M	1.8% ($17.2M/$970.1M)	QoQ -1.05% (-$183.6K) YoY -20.98% (-$4.6M)