13F HOLDINGS REPORT
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001376474-24-000238
Total Value
$1.01B
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATH B | BRK-A | 349,149 | $146.8M | 14.61% |
| 2 | META PLATFORMS | META | 151,615 | $73.6M | 7.32% |
| 3 | AMER EXPRESS | AXP | 259,794 | $59.2M | 5.88% |
| 4 | WELLS FARGO | 949746101 | 878,834 | $50.9M | 5.07% |
| 5 | ALPHABET, INC | GOOG | 287,230 | $43.7M | 4.35% |
| 6 | ACCENTURE PLC | ACN | 122,560 | $42.5M | 4.23% |
| 7 | CARMAX INC | KMX | 445,105 | $38.8M | 3.86% |
| 8 | GARTNER INC | IT | 80,387 | $38.3M | 3.81% |
| 9 | MASTERCARD INC | MA | 70,956 | $34.2M | 3.40% |
| 10 | EXXON MOBIL | XOM | 275,350 | $32.0M | 3.18% |
| 11 | JP MORGAN CHASE | VYLD | 156,316 | $31.3M | 3.11% |
| 12 | APPLE INC | AAPL | 172,115 | $29.5M | 2.94% |
| 13 | SPX TECH. INC. | SPXC | 237,790 | $29.3M | 2.91% |
| 14 | ACUITY BRANDS | AYI | 101,580 | $27.3M | 2.72% |
| 15 | AGCO CORP | AGCO | 177,238 | $21.8M | 2.17% |
| 16 | VERIZON COMM | VZ | 517,225 | $21.7M | 2.16% |
| 17 | PFIZER INC | PFE | 716,275 | $19.9M | 1.98% |
| 18 | LOEWS CORP | L | 252,275 | $19.8M | 1.96% |
| 19 | SLB | SLB | 340,435 | $18.7M | 1.86% |
| 20 | PHILLIPS 66 | PSX | 109,235 | $17.8M | 1.77% |
| 21 | GENTEX CORP | GNTX | 453,000 | $16.4M | 1.63% |
| 22 | MCKESSON CORP | MCK | 29,020 | $15.6M | 1.55% |
| 23 | VALERO ENERGY | VLO | 81,000 | $13.8M | 1.38% |
| 24 | SCHWAB INTL EQUITY ETF | 808524805 | 353,250 | $13.8M | 1.37% |
| 25 | VANGUARD FTSE EMERGING MARKET | 922042858 | 296,020 | $12.4M | 1.23% |
| 26 | COGNIZANT TECH | CTSH | 152,105 | $11.1M | 1.11% |
| 27 | COMCAST CORP-A | CCZ | 247,000 | $10.7M | 1.07% |
| 28 | ALLEGION PLC | ALLE | 76,955 | $10.4M | 1.03% |
| 29 | MICROSOFT | MSFT | 22,110 | $9.3M | 0.93% |
| 30 | OCCIDENTAL PETROLEUM | 674599105 | 137,800 | $9.0M | 0.89% |
| 31 | EVERTEC, INC | EVTC | 217,550 | $8.7M | 0.86% |
| 32 | INTERCONT'L EXCH | 45866F104 | 61,800 | $8.5M | 0.84% |
| 33 | CENCORA INC | COR | 30,475 | $7.4M | 0.74% |
| 34 | SHYFT GROUP | 825698103 | 582,657 | $7.2M | 0.72% |
| 35 | LIBERTY MED FORM 1 | FWONB | 104,373 | $6.8M | 0.68% |
| 36 | TEXAS PAC LAND | TPL | 10,500 | $6.1M | 0.60% |
| 37 | CHARLES SCHWAB | SCHW-PJ | 79,825 | $5.8M | 0.57% |
| 38 | PAYPAL HOLDINGS | PYPL | 84,824 | $5.7M | 0.57% |
| 39 | ALTRIA GROUP INC | MO | 125,640 | $5.5M | 0.55% |
| 40 | WALT DISNEY CO. | 254687106 | 39,200 | $4.8M | 0.48% |
| 41 | LIBERTY SIRIUS-A | FWONB | 143,375 | $4.3M | 0.42% |
| 42 | ANSYS INC | 03662Q105 | 11,875 | $4.1M | 0.41% |
| 43 | ANHEUSER BUSCH ADR | BUDFF | 59,340 | $3.6M | 0.36% |
| 44 | LIBERTY LIVE A | FWONB | 35,838 | $1.5M | 0.15% |
| 45 | XOMETRY INC-A | XMTR | 88,940 | $1.5M | 0.15% |
| 46 | BERKSHIRE HATH A | BRK-A | 2 | $1.3M | 0.13% |
| 47 | ORACLE CORP | ORCL-PD | 7,124 | $894,846 | 0.09% |
| 48 | EXPEDITERS INTERNATIONAL WASH | 302130109 | 7,124 | $866,065 | 0.09% |
| 49 | WABTEC CORP | 929740108 | 3,831 | $558,100 | 0.06% |
| 50 | BRISTOL MYERS | CELG-RI | 5,461 | $296,150 | 0.03% |
| 51 | NOW INC | DNOW | 17,100 | $259,920 | 0.03% |
| 52 | LIBERTY LIVE C | FWONB | 4,928 | $215,945 | 0.02% |