13F HOLDINGS REPORT
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001376474-24-000667
Total Value
$954.6M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATH B | BRK-A | 329,424 | $151.6M | 15.88% |
| 2 | META PLATFORMS | META | 108,530 | $62.1M | 6.51% |
| 3 | AMER EXPRESS | AXP | 192,848 | $52.3M | 5.48% |
| 4 | WELLS FARGO | 949746101 | 831,888 | $47.0M | 4.92% |
| 5 | ALPHABET, INC | GOOG | 261,755 | $43.8M | 4.58% |
| 6 | ACCENTURE PLC | ACN | 116,490 | $41.2M | 4.31% |
| 7 | GARTNER INC | IT | 74,651 | $37.8M | 3.96% |
| 8 | CARMAX INC | KMX | 422,905 | $32.7M | 3.43% |
| 9 | MASTERCARD INC | MA | 65,206 | $32.2M | 3.37% |
| 10 | JP MORGAN CHASE | VYLD | 145,836 | $30.8M | 3.22% |
| 11 | EXXON MOBIL | XOM | 255,975 | $30.0M | 3.14% |
| 12 | ACUITY BRANDS | AYI | 94,655 | $26.1M | 2.73% |
| 13 | SPX TECH. INC. | SPXC | 157,300 | $25.1M | 2.63% |
| 14 | VERIZON COMM | VZ | 482,175 | $21.7M | 2.27% |
| 15 | PFIZER INC | PFE | 715,725 | $20.7M | 2.17% |
| 16 | APPLE INC | AAPL | 84,950 | $19.8M | 2.07% |
| 17 | LOEWS CORP | L | 230,175 | $18.2M | 1.91% |
| 18 | AGCO CORP | AGCO | 185,314 | $18.1M | 1.90% |
| 19 | SENSATA TECH | ST | 443,800 | $15.9M | 1.67% |
| 20 | SCHWAB INTL EQUITY ETF | 808524805 | 353,250 | $14.5M | 1.52% |
| 21 | MCKESSON CORP | MCK | 29,020 | $14.3M | 1.50% |
| 22 | VANGUARD FTSE EMERGING MARKET | 922042858 | 296,020 | $14.2M | 1.48% |
| 23 | PHILLIPS 66 | PSX | 104,635 | $13.8M | 1.44% |
| 24 | SLB | SLB | 320,585 | $13.4M | 1.41% |
| 25 | GENTEX CORP | GNTX | 428,000 | $12.7M | 1.33% |
| 26 | COGNIZANT TECH | CTSH | 151,505 | $11.7M | 1.22% |
| 27 | OCCIDENTAL PETROLEUM | 674599105 | 214,900 | $11.1M | 1.16% |
| 28 | ALLEGION PLC | ALLE | 74,533 | $10.9M | 1.14% |
| 29 | COMCAST CORP-A | CCZ | 247,000 | $10.3M | 1.08% |
| 30 | INTERCONT'L EXCH | 45866F104 | 61,450 | $9.9M | 1.03% |
| 31 | MICROSOFT | MSFT | 21,435 | $9.2M | 0.97% |
| 32 | EVERTEC, INC | EVTC | 217,550 | $7.4M | 0.77% |
| 33 | SHYFT GROUP | 825698103 | 582,657 | $7.3M | 0.77% |
| 34 | LIBERTY MED FORM 1 | FWONB | 89,823 | $7.0M | 0.73% |
| 35 | CENCORA INC | COR | 30,475 | $6.9M | 0.72% |
| 36 | ALTRIA GROUP INC | MO | 124,715 | $6.4M | 0.67% |
| 37 | PAYPAL HOLDINGS | PYPL | 77,474 | $6.0M | 0.63% |
| 38 | GLOBAL PAYMENTS | 37940X102 | 56,000 | $5.7M | 0.60% |
| 39 | CHARLES SCHWAB | SCHW-PJ | 70,625 | $4.6M | 0.48% |
| 40 | ANHEUSER BUSCH ADR | BUDFF | 57,690 | $3.8M | 0.40% |
| 41 | SOUTHWEST AIR | 844741108 | 117,000 | $3.5M | 0.36% |
| 42 | XOMETRY INC-A | XMTR | 178,940 | $3.3M | 0.34% |
| 43 | WISDOMTREE JPN S | WT | 39,000 | $3.1M | 0.33% |
| 44 | I SHARES JP VAL | 46435U374 | 95,000 | $3.1M | 0.33% |
| 45 | DOLLAR GENERAL | 256677105 | 36,800 | $3.1M | 0.33% |
| 46 | ANSYS INC | 03662Q105 | 9,725 | $3.1M | 0.32% |
| 47 | SIRIUS XM HLDGS | 829933100 | 120,103 | $2.8M | 0.30% |
| 48 | LIBERTY LIVE A | FWONB | 35,551 | $1.8M | 0.18% |
| 49 | BERKSHIRE HATH A | BRK-A | 2 | $1.4M | 0.14% |
| 50 | WABTEC CORP | 929740108 | 3,528 | $641,285 | 0.07% |
| 51 | BRISTOL MYERS | CELG-RI | 4,511 | $233,399 | 0.02% |
| 52 | LIBERTY LIVE C | FWONB | 4,317 | $221,592 | 0.02% |
| 53 | NOW INC | DNOW | 15,894 | $205,509 | 0.02% |