13F HOLDINGS REPORT
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001376474-25-000206
Total Value
$974.9M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATH B | BRK-A | 327,474 | $148.4M | 15.23% |
| 2 | META PLATFORMS | META | 108,180 | $63.3M | 6.50% |
| 3 | WELLS FARGO | 949746101 | 833,213 | $58.5M | 6.00% |
| 4 | AMER EXPRESS | AXP | 191,648 | $56.9M | 5.83% |
| 5 | ALPHABET, INC | GOOG | 261,355 | $49.8M | 5.11% |
| 6 | ACCENTURE PLC | ACN | 116,815 | $41.1M | 4.22% |
| 7 | GARTNER INC | IT | 74,415 | $36.1M | 3.70% |
| 8 | JP MORGAN CHASE | VYLD | 146,236 | $35.1M | 3.60% |
| 9 | CARMAX INC | KMX | 425,205 | $34.8M | 3.57% |
| 10 | MASTERCARD INC | MA | 64,906 | $34.2M | 3.51% |
| 11 | ACUITY BRANDS | AYI | 94,555 | $27.6M | 2.83% |
| 12 | EXXON MOBIL | XOM | 256,475 | $27.6M | 2.83% |
| 13 | SPX TECH. INC. | SPXC | 156,900 | $22.8M | 2.34% |
| 14 | APPLE INC | AAPL | 85,200 | $21.3M | 2.19% |
| 15 | LOEWS CORP | L | 229,275 | $19.4M | 1.99% |
| 16 | VERIZON COMM | VZ | 482,875 | $19.3M | 1.98% |
| 17 | PFIZER INC | PFE | 719,425 | $19.1M | 1.96% |
| 18 | AGCO CORP | AGCO | 186,264 | $17.4M | 1.79% |
| 19 | MCKESSON CORP | MCK | 29,020 | $16.5M | 1.70% |
| 20 | SCHWAB INTL EQUITY ETF | 808524805 | 706,500 | $13.1M | 1.34% |
| 21 | VANGUARD FTSE EMERGING MARKET | 922042858 | 296,020 | $13.0M | 1.34% |
| 22 | SLB | SLB | 330,360 | $12.7M | 1.30% |
| 23 | SENSATA TECH | ST | 455,400 | $12.5M | 1.28% |
| 24 | GENTEX CORP | GNTX | 428,000 | $12.3M | 1.26% |
| 25 | PHILLIPS 66 | PSX | 105,660 | $12.0M | 1.23% |
| 26 | COGNIZANT TECH | CTSH | 150,205 | $11.6M | 1.18% |
| 27 | OCCIDENTAL PETROLEUM | 674599105 | 217,350 | $10.7M | 1.10% |
| 28 | ALLEGION PLC | ALLE | 74,199 | $9.7M | 0.99% |
| 29 | COMCAST CORP-A | CCZ | 247,000 | $9.3M | 0.95% |
| 30 | INTERCONT'L EXCH | 45866F104 | 61,150 | $9.1M | 0.93% |
| 31 | MICROSOFT | MSFT | 20,970 | $8.8M | 0.91% |
| 32 | LIBERTY MED FORM 1 | FWONB | 89,373 | $8.3M | 0.85% |
| 33 | EVERTEC, INC | EVTC | 217,550 | $7.5M | 0.77% |
| 34 | XOMETRY INC-A | XMTR | 168,840 | $7.2M | 0.74% |
| 35 | SHYFT GROUP | 825698103 | 582,657 | $6.8M | 0.70% |
| 36 | CENCORA INC | COR | 30,275 | $6.8M | 0.70% |
| 37 | PAYPAL HOLDINGS | PYPL | 78,424 | $6.7M | 0.69% |
| 38 | ALTRIA GROUP INC | MO | 124,715 | $6.5M | 0.67% |
| 39 | GLOBAL PAYMENTS | 37940X102 | 56,000 | $6.3M | 0.64% |
| 40 | CHARLES SCHWAB | SCHW-PJ | 69,025 | $5.1M | 0.52% |
| 41 | I SHARES JP VAL | 46435U374 | 142,500 | $4.5M | 0.46% |
| 42 | WISDOMTREE JPN S | WT | 58,470 | $4.4M | 0.45% |
| 43 | SOUTHWEST AIR | 844741108 | 117,000 | $3.9M | 0.40% |
| 44 | ANSYS INC | 03662Q105 | 9,825 | $3.3M | 0.34% |
| 45 | ANHEUSER BUSCH ADR | BUDFF | 57,215 | $2.9M | 0.29% |
| 46 | DOLLAR GENERAL | 256677105 | 36,800 | $2.8M | 0.29% |
| 47 | SIRIUS XM HLDGS | 829933100 | 120,103 | $2.7M | 0.28% |
| 48 | LIBERTY LIVE A | FWONB | 35,551 | $2.4M | 0.24% |
| 49 | BERKSHIRE HATH A | BRK-A | 2 | $1.4M | 0.14% |
| 50 | WABTEC CORP | 929740108 | 3,533 | $669,821 | 0.07% |
| 51 | LIBERTY LIVE C | FWONB | 4,317 | $293,815 | 0.03% |
| 52 | BRISTOL MYERS | CELG-RI | 4,511 | $255,142 | 0.03% |
| 53 | NOW INC | DNOW | 15,988 | $208,004 | 0.02% |