13F HOLDINGS REPORT
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001376474-25-000745
Total Value
$897.0M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATH B | BRK-A | 247,868 | $120.4M | 13.42% |
| 2 | META PLATFORMS | META | 92,006 | $67.9M | 7.57% |
| 3 | WELLS FARGO | 949746101 | 749,842 | $60.1M | 6.70% |
| 4 | AMER EXPRESS | AXP | 161,834 | $51.6M | 5.75% |
| 5 | ALPHABET, INC | GOOG | 232,098 | $41.2M | 4.59% |
| 6 | JP MORGAN CHASE | VYLD | 124,625 | $36.1M | 4.03% |
| 7 | MASTERCARD INC | MA | 56,496 | $31.7M | 3.54% |
| 8 | ACCENTURE PLC | ACN | 102,809 | $30.7M | 3.43% |
| 9 | GARTNER INC | IT | 65,090 | $26.3M | 2.93% |
| 10 | CARMAX INC | KMX | 384,394 | $25.8M | 2.88% |
| 11 | ACUITY INC. | AYI | 82,105 | $24.5M | 2.73% |
| 12 | EXXON MOBIL | XOM | 223,224 | $24.1M | 2.68% |
| 13 | SPX TECH. INC. | SPXC | 138,530 | $23.2M | 2.59% |
| 14 | SENSATA TECH | ST | 692,100 | $20.8M | 2.32% |
| 15 | VERIZON COMM | VZ | 405,325 | $17.5M | 1.96% |
| 16 | LOEWS CORP | L | 189,384 | $17.4M | 1.94% |
| 17 | MCKESSON CORP | MCK | 23,550 | $17.3M | 1.92% |
| 18 | AGCO CORP | AGCO | 165,987 | $17.1M | 1.91% |
| 19 | COCA COLA | KO | 228,150 | $16.1M | 1.80% |
| 20 | SCHWAB INTL EQUITY ETF | 808524805 | 706,500 | $15.6M | 1.74% |
| 21 | GENTEX CORP | GNTX | 695,718 | $15.3M | 1.71% |
| 22 | VANGUARD FTSE EMERGING MARKET | 922042858 | 296,020 | $14.6M | 1.63% |
| 23 | PFIZER INC | PFE | 601,585 | $14.6M | 1.63% |
| 24 | PHILLIPS 66 | PSX | 97,322 | $11.6M | 1.29% |
| 25 | COGNIZANT TECH | CTSH | 147,705 | $11.5M | 1.28% |
| 26 | ALLEGION PLC | ALLE | 69,704 | $10.0M | 1.12% |
| 27 | DOLLAR GENERAL | 256677105 | 85,201 | $9.7M | 1.09% |
| 28 | INTERCONT'L EXCH | 45866F104 | 53,100 | $9.7M | 1.09% |
| 29 | MICROSOFT | MSFT | 19,290 | $9.6M | 1.07% |
| 30 | SLB | SLB | 281,827 | $9.5M | 1.06% |
| 31 | SHYFT GROUP | 825698103 | 744,170 | $9.3M | 1.04% |
| 32 | OCCIDENTAL PETROLEUM | 674599105 | 217,350 | $9.1M | 1.02% |
| 33 | CENCORA INC | COR | 29,725 | $8.9M | 0.99% |
| 34 | COMCAST CORP-A | CCZ | 247,000 | $8.8M | 0.98% |
| 35 | LIBERTY MED FORM 1 | FWONB | 80,275 | $8.4M | 0.94% |
| 36 | EVERTEC, INC | EVTC | 217,550 | $7.8M | 0.87% |
| 37 | ALTRIA GROUP INC | MO | 118,715 | $7.0M | 0.78% |
| 38 | PAYPAL HOLDINGS | PYPL | 86,859 | $6.5M | 0.72% |
| 39 | XOMETRY INC-A | XMTR | 168,840 | $5.7M | 0.64% |
| 40 | WISDOMTREE JPN S | WT | 58,470 | $5.0M | 0.56% |
| 41 | SOUTHWEST AIR | 844741108 | 117,000 | $3.8M | 0.42% |
| 42 | ANHEUSER BUSCH ADR | BUDFF | 50,111 | $3.4M | 0.38% |
| 43 | ANSYS INC | 03662Q105 | 9,066 | $3.2M | 0.35% |
| 44 | LIBERTY LIVE A | FWONB | 34,883 | $2.8M | 0.31% |
| 45 | SIRIUS XM HLDGS | 829933100 | 102,054 | $2.3M | 0.26% |
| 46 | BERKSHIRE HATH A | BRK-A | 2 | $1.5M | 0.16% |
| 47 | WABTEC CORP | 929740108 | 3,093 | $647,520 | 0.07% |
| 48 | LIBERTY LIVE C | FWONB | 3,656 | $296,721 | 0.03% |
| 49 | APPLE INC | AAPL | 1,007 | $206,606 | 0.02% |
| 50 | LIBERTY BROADBAND | LBRDP | 2,100 | $206,598 | 0.02% |
| 51 | NOW INC | DNOW | 13,098 | $194,243 | 0.02% |