13F HOLDINGS REPORT
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001376474-25-000460
Total Value
$970.1M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATH B | BRK-A | 320,642 | $170.8M | 17.60% |
| 2 | META PLATFORMS | META | 104,281 | $60.1M | 6.20% |
| 3 | WELLS FARGO | 949746101 | 805,377 | $57.8M | 5.96% |
| 4 | AMER EXPRESS | AXP | 182,714 | $49.2M | 5.07% |
| 5 | ALPHABET, INC | GOOG | 259,235 | $40.5M | 4.17% |
| 6 | ACCENTURE PLC | ACN | 115,574 | $36.1M | 3.72% |
| 7 | MASTERCARD INC | MA | 63,480 | $34.8M | 3.59% |
| 8 | JP MORGAN CHASE | VYLD | 140,118 | $34.4M | 3.54% |
| 9 | CARMAX INC | KMX | 416,069 | $32.4M | 3.34% |
| 10 | GARTNER INC | IT | 73,066 | $30.7M | 3.16% |
| 11 | EXXON MOBIL | XOM | 255,549 | $30.4M | 3.13% |
| 12 | ACUITY INC. | AYI | 94,030 | $24.8M | 2.55% |
| 13 | VERIZON COMM | VZ | 469,075 | $21.3M | 2.19% |
| 14 | LOEWS CORP | L | 219,209 | $20.1M | 2.08% |
| 15 | SPX TECH. INC. | SPXC | 152,830 | $19.7M | 2.03% |
| 16 | MCKESSON CORP | MCK | 29,020 | $19.5M | 2.01% |
| 17 | SENSATA TECH | ST | 798,250 | $19.4M | 2.00% |
| 18 | COCA COLA | KO | 266,550 | $19.1M | 1.97% |
| 19 | PFIZER INC | PFE | 690,485 | $17.5M | 1.80% |
| 20 | AGCO CORP | AGCO | 186,112 | $17.2M | 1.78% |
| 21 | SCHWAB INTL EQUITY ETF | 808524805 | 706,500 | $14.0M | 1.44% |
| 22 | SLB | SLB | 331,902 | $13.9M | 1.43% |
| 23 | VANGUARD FTSE EMERGING MARKET | 922042858 | 296,020 | $13.4M | 1.38% |
| 24 | PHILLIPS 66 | PSX | 105,236 | $13.0M | 1.34% |
| 25 | GENTEX CORP | GNTX | 519,218 | $12.1M | 1.25% |
| 26 | COGNIZANT TECH | CTSH | 150,205 | $11.5M | 1.18% |
| 27 | OCCIDENTAL PETROLEUM | 674599105 | 217,350 | $10.7M | 1.11% |
| 28 | ALLEGION PLC | ALLE | 74,023 | $9.7M | 1.00% |
| 29 | INTERCONT'L EXCH | 45866F104 | 55,650 | $9.6M | 0.99% |
| 30 | COMCAST CORP-A | CCZ | 247,000 | $9.1M | 0.94% |
| 31 | CENCORA INC | COR | 30,275 | $8.4M | 0.87% |
| 32 | LIBERTY MED FORM 1 | FWONB | 88,973 | $8.0M | 0.83% |
| 33 | EVERTEC, INC | EVTC | 217,550 | $8.0M | 0.82% |
| 34 | MICROSOFT | MSFT | 20,360 | $7.6M | 0.79% |
| 35 | DOLLAR GENERAL | 256677105 | 85,201 | $7.5M | 0.77% |
| 36 | ALTRIA GROUP INC | MO | 124,715 | $7.5M | 0.77% |
| 37 | SHYFT GROUP | 825698103 | 830,888 | $6.7M | 0.69% |
| 38 | PAYPAL HOLDINGS | PYPL | 93,383 | $6.1M | 0.63% |
| 39 | GLOBAL PAYMENTS | 37940X102 | 56,000 | $5.5M | 0.57% |
| 40 | I SHARES JP VAL | 46435U374 | 142,500 | $4.7M | 0.49% |
| 41 | WISDOMTREE JPN S | WT | 58,470 | $4.6M | 0.48% |
| 42 | XOMETRY INC-A | XMTR | 168,840 | $4.2M | 0.43% |
| 43 | SOUTHWEST AIR | 844741108 | 117,000 | $3.9M | 0.40% |
| 44 | ANHEUSER BUSCH ADR | BUDFF | 52,761 | $3.2M | 0.33% |
| 45 | ANSYS INC | 03662Q105 | 9,791 | $3.1M | 0.32% |
| 46 | SIRIUS XM HLDGS | 829933100 | 118,963 | $2.7M | 0.28% |
| 47 | LIBERTY LIVE A | FWONB | 35,551 | $2.4M | 0.25% |
| 48 | BERKSHIRE HATH A | BRK-A | 2 | $1.6M | 0.16% |
| 49 | WABTEC CORP | 929740108 | 3,529 | $639,984 | 0.07% |
| 50 | LIBERTY LIVE C | FWONB | 4,317 | $294,160 | 0.03% |
| 51 | BRISTOL MYERS | CELG-RI | 4,511 | $275,126 | 0.03% |
| 52 | NOW INC | DNOW | 15,334 | $261,905 | 0.03% |
| 53 | APPLE INC | AAPL | 1,007 | $223,685 | 0.02% |