Schwerin Boyle Capital Management Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Schwerin Boyle Capital Management Inc. reported 52 stock positions worth $1.0 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 14.6% of the portfolio, followed by Meta Platforms Class A (META, 7.3%) and American Express (AXP, 5.9%). Compared with Q4 2023, it opened 3 new positions, sold out of 3, added to 1 and reduced 26. The biggest buy was a new position in Occidental Petroleum (OXY) and the biggest sale Apple (AAPL, shares −0%).

Most Recent 13F
Q2 2026
Location
SPRINGFIELD, MA
CIK
0000937522
Portfolio Value
$1.0B (Q1 2024)
SEC Filing
0001376474-24-000238 ↗ filed May 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.0B $1.0B Q1 2024 Q2 2024: $953.4M Q2 2024 Q3 2024: $954.6M Q3 2024 Q4 2024: $974.9M Q4 2024 Q1 2025: $970.1M Q1 2025 Q2 2025: $897.0M Q2 2025 Q3 2025: $914.9M Q3 2025 Q4 2025: $912.7M Q4 2025 Q1 2026: $788.0M Q1 2026 Q2 2026: $816.0M Q2 2026

Holdings 52 stocks · $1.0B
BRK.B Berkshire Hathaway Inc. Class B 14.61% 349,149 $146.8M Reduce -0.3%
META Meta Platforms Inc. Class A 7.32% 151,615 $73.6M Reduce -8.6%
AXP American Express Co. 5.88% 259,794 $59.2M Reduce -0.4%
WFC Wells Fargo & Co. 5.07% 878,834 $50.9M Reduce -0.5%
GOOG Alphabet Inc. Class C 4.35% 287,230 $43.7M Reduce -0.1%
ACN Accenture PLC Class A 4.23% 122,560 $42.5M Reduce -1.3%
KMX Carmax Inc. 3.86% 445,105 $38.8M Reduce -0.1%
IT Gartner Inc. 3.81% 80,387 $38.3M Reduce -0.9%
MA Mastercard Inc. Class A 3.40% 70,956 $34.2M Reduce -0.2%
XOM Exxon Mobil Corp. 3.18% 275,350 $32.0M Reduce -0.1%
JPM JPMorgan Chase & Co. 3.11% 156,316 $31.3M Reduce -0.1%
AAPL Apple Inc. 2.94% 172,115 $29.5M Reduce -0.3%
SPXC SPX Technologies Inc. 2.91% 237,790 $29.3M Reduce -0.8%
AYI Acuity Inc. 2.72% 101,580 $27.3M Reduce -0.1%
AGCO Agco Corp. 2.17% 177,238 $21.8M Reduce -0.1%
VZ Verizon Communications Inc. 2.16% 517,225 $21.7M No change
PFE Pfizer Inc. 1.98% 716,275 $19.9M Add +22.6%
L Loews Corp. 1.96% 252,275 $19.8M Reduce -0.1%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 1.86% 340,435 $18.7M Reduce -0.0%
PSX Phillips 66 1.77% 109,235 $17.8M Reduce -0.0%
GNTX Gentex Corp. 1.63% 453,000 $16.4M No change
MCK McKesson Corp. 1.55% 29,020 $15.6M No change
VLO Valero Energy Corp. 1.38% 81,000 $13.8M No change
SCHF Schwab Intl Equity ETF 1.37% 353,250 $13.8M No change
VWO Vanguard Ftse Emerging Marke 1.23% 296,020 $12.4M No change
CTSH Cognizant Tech Solutions-A 1.11% 152,105 $11.1M No change
CMCSA Comcast Corp. Class A 1.07% 247,000 $10.7M No change
ALLE Allegion PLC 1.03% 76,955 $10.4M Reduce -0.1%
MSFT Microsoft Corp. 0.93% 22,110 $9.3M Reduce -3.1%
OXY Occidental Petroleum Corp. 0.89% 137,800 $9.0M New
EVTC Evertec Inc. 0.86% 217,550 $8.7M No change
ICE Intercontinental Exchange Inc. 0.84% 61,800 $8.5M No change
COR Cencora Inc. 0.74% 30,475 $7.4M No change
SHYF The Shyft Group Inc. 0.72% 582,657 $7.2M No change
FWONK Liberty Media Corp. Class C 0.68% 104,373 $6.8M Reduce -3.9%
TPL Texas Pacific Land Corp. 0.60% 10,500 $6.1M No change
SCHW Schwab (charles) Corp. 0.57% 79,825 $5.8M Reduce -0.3%
PYPL PayPal Holdings Inc. 0.57% 84,824 $5.7M Reduce -0.1%
MO Altria Group Inc. 0.55% 125,640 $5.5M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.48% 39,200 $4.8M Reduce -2.4%
LSXMA Liberty Media Corp. Class A New 0.42% 143,375 $4.3M No change
ANSS Ansys Inc. 0.41% 11,875 $4.1M No change
BUD Anheuser-Busch Inbev-SPN ADR 0.36% 59,340 $3.6M Reduce -4.2%
LLYVA Liberty Media Corp.-Liberty-A 0.15% 35,838 $1.5M No change
XMTR Xometry Inc. Class A 0.15% 88,940 $1.5M New
BRK.A Berkshire Hathaway Inc. Class A 0.13% 2 $1.3M No change
ORCL Oracle Corp. 0.09% 7,124 $895K No change
EXPD Expeditors Intl Wash Inc. 0.09% 7,124 $866K No change
WAB Wabtec Corp. 0.06% 3,831 $558K Reduce -0.1%
BMY Bristol-Myers Squibb Co. 0.03% 5,461 $296K No change
DNOW Dnow Inc. 0.03% 17,100 $260K No change
LLYVK Liberty Media Corp.-Liberty-C 0.02% 4,928 $216K New

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -0.3% 2.94% −0.78
ACN Accenture PLC Class A Reduce -1.3% 4.23% −0.64
SM SM Energy Co. Sold out 0.00% −0.41
VTLE Vital Energy Inc. Sold out 0.00% −0.34
CPE Callon Petroleum Co. Sold out 0.00% −0.31
IT Gartner Inc. Reduce -0.9% 3.81% −0.28
AGCO Agco Corp. Reduce -0.1% 2.17% −0.24
GOOG Alphabet Inc. Class C Reduce -0.1% 4.35% −0.18
SLB SLB Ltd. Reduce -0.0% 1.86% −0.12
BUD Anheuser-Busch Inbev-SPN ADR Reduce -4.2% 0.36% −0.09
FWONK Liberty Media Corp. Class C Reduce -3.9% 0.68% −0.09
ALLE Allegion PLC Reduce -0.1% 1.03% −0.06
SCHW Schwab (charles) Corp. Reduce -0.3% 0.57% −0.04
MSFT Microsoft Corp. Reduce -3.1% 0.93% −0.03
PYPL PayPal Holdings Inc. Reduce -0.1% 0.57% −0.02
L Loews Corp. Reduce -0.1% 1.96% +0.00
WAB Wabtec Corp. Reduce -0.1% 0.06% +0.00
MA Mastercard Inc. Class A Reduce -0.2% 3.40% +0.01
KMX Carmax Inc. Reduce -0.1% 3.86% +0.03
DIS The Walt Disney Co. Reduce -2.4% 0.48% +0.07
XOM Exxon Mobil Corp. Reduce -0.1% 3.18% +0.11
JPM JPMorgan Chase & Co. Reduce -0.1% 3.11% +0.14
PSX Phillips 66 Reduce -0.0% 1.77% +0.15
SPXC SPX Technologies Inc. Reduce -0.8% 2.91% +0.20
WFC Wells Fargo & Co. Reduce -0.5% 5.07% +0.21
AYI Acuity Inc. Reduce -0.1% 2.72% +0.39
AXP American Express Co. Reduce -0.4% 5.88% +0.42
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.3% 14.61% +0.65
META Meta Platforms Inc. Class A Reduce -8.6% 7.32% +0.76

Portfolio Buys Q4 2023 → Q1 2024
OXY Occidental Petroleum Corp. New 0.89% +0.89
XMTR Xometry Inc. Class A New 0.15% +0.15
PFE Pfizer Inc. Add +22.6% 1.98% +0.10
LLYVK Liberty Media Corp.-Liberty-C New 0.02% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 49$816.0MBRK.B, GOOG, WFC, AXP, META
Q1 2026 47$788.0MBRK.B, WFC, META, GOOG, AXP
Q4 2025 46$912.7MBRK.B, GOOG, WFC, AXP, META
Q3 2025 47$914.9MBRK.B, META, WFC, GOOG, AXP
Q2 2025 51$897.0MBRK.B, META, WFC, AXP, GOOG
Q1 2025 53$970.1MBRK.B, META, WFC, AXP, GOOG
Q4 2024 53$974.9MBRK.B, META, WFC, AXP, GOOG
Q3 2024 53$954.6MBRK.B, META, AXP, WFC, GOOG
Q2 2024 51$953.4MBRK.B, META, GOOG, WFC, AXP
Q1 2024 52$1.0BBRK.B, META, AXP, WFC, GOOG