Q3 2025 · 13F-HR
SCHWERIN BOYLE CAPITAL MANAGEMENT INCholdings as filed
Filed 2025-11-13 · accession 0001376474-25-000927
$914.9M
Reported value
47
Positions
2025-09-30
Period end
The Brief · SCHWERIN BOYLE CAPITAL MANAGEMENT INC · Q3 2025
AI · grounded in 13F
SCHWERIN BOYLE CAPITAL MANAGEMENT INC established a new position in BRK/B valued at $122.4M. The fund also initiated new stakes in META for $65.6M and WMT2 for $62.6M. Additional new positions include GOOG at $55.3M and AXP at $53.6M. Total assets under management stand at $914.9M across 47 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATH B | $122.4M | 13.4% | 243,503 | Common | SOLE |
| 30303M102 | META | META PLATFORMS | $65.6M | 7.17% | 89,381 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO | $62.6M | 6.84% | 746,692 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET, INC | $55.3M | 6.04% | 226,973 | Common | SOLE |
| 025816109 | AXP | AMER EXPRESS | $53.6M | 5.85% | 161,269 | Common | SOLE |
| 46625H100 | JPM | JP MORGAN CHASE | $38.0M | 4.15% | 120,350 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INC | $31.9M | 3.48% | 56,034 | Common | SOLE |
| 00508Y102 | AYI | ACUITY INC. | $27.8M | 3.04% | 80,680 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC | $25.2M | 2.75% | 102,209 | Common | SOLE |
| 78473E103 | SPXC | SPX TECH. INC. | $25.1M | 2.74% | 134,330 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL | $24.5M | 2.68% | 217,074 | Common | SOLE |
| 674599105 | OXY | OCCIDENTAL PETROLEUM | $21.1M | 2.31% | 446,950 | Common | SOLE |
| G8060N102 | ST | SENSATA TECH | $20.7M | 2.27% | 678,475 | Common | SOLE |
| 371901109 | GNTX | GENTEX CORP | $19.7M | 2.15% | 695,718 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $18.2M | 1.99% | 23,550 | Common | SOLE |
| 540424108 | L | LOEWS CORP | $17.9M | 1.96% | 178,359 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMM | $17.5M | 1.92% | 399,262 | Common | SOLE |
| 001084102 | AGCO | AGCO CORP | $17.4M | 1.90% | 162,562 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $17.0M | 1.85% | 64,527 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $16.7M | 1.83% | 372,156 | Common | SOLE |
| 808524805 | SCHF | SCHWAB INTL EQUITY ETF | $16.4M | 1.80% | 706,500 | Common | SOLE |
| 922042858 | VWO | VANGUARD FTSE EMERGING MARKET | $16.0M | 1.75% | 296,020 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $15.1M | 1.65% | 591,360 | Common | SOLE |
| 191216100 | KO | COCA COLA | $14.6M | 1.60% | 220,250 | Common | SOLE |
| 718546104 | PSX | PHILLIPS 66 | $12.9M | 1.41% | 94,846 | Common | SOLE |
| G0176J109 | ALLE | ALLEGION PLC | $12.2M | 1.33% | 68,738 | Common | SOLE |
| 192446102 | CTSH | COGNIZANT TECH | $9.9M | 1.08% | 147,705 | Common | SOLE |
| H00501108 | AEBI | AEBI-SCHMIDT | $9.7M | 1.05% | 774,059 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT | $9.6M | 1.05% | 18,615 | Common | SOLE |
| 806857108 | SLB | SLB | $9.5M | 1.04% | 277,577 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $9.3M | 1.02% | 29,725 | Common | SOLE |
| 98423F109 | XMTR | XOMETRY INC-A | $9.2M | 1.01% | 168,840 | Common | SOLE |
| 45866F104 | ICE | INTERCONT'L EXCH | $8.9M | 0.98% | 53,100 | Common | SOLE |
| 256677105 | DG | DOLLAR GENERAL | $8.8M | 0.96% | 85,201 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MED FORM 1 | $7.8M | 0.86% | 74,975 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP-A | $7.8M | 0.85% | 247,000 | Common | SOLE |
| 30040P103 | EVTC | EVERTEC, INC | $7.3M | 0.80% | 217,550 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $6.9M | 0.76% | 53,700 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HOLDINGS | $6.8M | 0.74% | 100,884 | Common | SOLE |
| 97717W836 | DFJ | WISDOMTREE JPN S | $5.5M | 0.61% | 58,470 | Common | SOLE |
| 844741108 | LUV | SOUTHWEST AIR | $3.7M | 0.41% | 117,000 | Common | SOLE |
| 531229748 | LLYVA* | LIBERTY LIVE A | $3.3M | 0.36% | 34,883 | Common | SOLE |
| 03524A108 | BUD | ANHEUSER BUSCH | $2.7M | 0.30% | 45,873 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATH A | $1.5M | 0.16% | 2 | Common | SOLE |
| 929740108 | WAB | WABTEC CORP | $602,412 | 0.07% | 3,005 | Common | SOLE |
| 531229722 | LLYVK* | LIBERTY LIVE C | $332,607 | 0.04% | 3,430 | Common | SOLE |
| 67011P100 | DNOW | NOW INC | $195,169 | 0.02% | 12,798 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.