Schwerin Boyle Capital Management Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Schwerin Boyle Capital Management Inc. reported 51 stock positions worth $953.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 14.8% of the portfolio, followed by Meta Platforms Class A (META, 6.7%) and Alphabet Class C (GOOG, 5.5%). Compared with Q1 2024, it opened 1 new position, sold out of 2, added to 2 and reduced 14. The biggest buy was Occidental Petroleum (OXY, shares +42%) and the biggest sale American Express (AXP, shares −20%).

Most Recent 13F
Q2 2026
Location
SPRINGFIELD, MA
CIK
0000937522
Portfolio Value
$953.4M (Q2 2024)
SEC Filing
0001376474-24-000429 ↗ filed Aug 13, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $953.4M $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 51 stocks · $953.4M
BRK.B Berkshire Hathaway Inc. Class B 14.83% 347,599 $141.4M Reduce -0.4%
META Meta Platforms Inc. Class A 6.67% 126,065 $63.6M Reduce -16.9%
GOOG Alphabet Inc. Class C 5.48% 284,980 $52.3M Reduce -0.8%
WFC Wells Fargo & Co. 5.46% 876,884 $52.1M Reduce -0.2%
AXP American Express Co. 5.06% 208,223 $48.2M Reduce -19.9%
ACN Accenture PLC Class A 3.89% 122,240 $37.1M Reduce -0.3%
IT Gartner Inc. 3.76% 79,787 $35.8M Reduce -0.8%
SPXC SPX Technologies Inc. 3.46% 231,959 $33.0M Reduce -2.5%
AAPL Apple Inc. 3.45% 156,315 $32.9M Reduce -9.2%
KMX Carmax Inc. 3.42% 445,105 $32.6M No change
XOM Exxon Mobil Corp. 3.32% 275,350 $31.7M No change
JPM JPMorgan Chase & Co. 3.32% 156,316 $31.6M No change
MA Mastercard Inc. Class A 3.28% 70,781 $31.2M Reduce -0.3%
AYI Acuity Inc. 2.57% 101,580 $24.5M No change
PFE Pfizer Inc. 2.27% 775,125 $21.7M Add +8.2%
VZ Verizon Communications Inc. 2.24% 517,225 $21.3M No change
L Loews Corp. 1.98% 252,275 $18.9M No change
AGCO Agco Corp. 1.82% 177,238 $17.3M No change
MCK McKesson Corp. 1.78% 29,020 $16.9M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 1.68% 340,435 $16.1M No change
PSX Phillips 66 1.62% 109,235 $15.4M No change
GNTX Gentex Corp. 1.60% 453,000 $15.3M No change
SCHF Schwab Intl Equity ETF 1.42% 353,250 $13.6M No change
VWO Vanguard Ftse Emerging Marke 1.36% 296,020 $13.0M No change
VLO Valero Energy Corp. 1.33% 81,000 $12.7M No change
OXY Occidental Petroleum Corp. 1.29% 195,400 $12.3M Add +41.8%
CTSH Cognizant Tech Solutions-A 1.08% 152,105 $10.3M No change
MSFT Microsoft Corp. 1.02% 21,810 $9.7M Reduce -1.4%
CMCSA Comcast Corp. Class A 1.01% 247,000 $9.7M No change
ALLE Allegion PLC 0.95% 76,955 $9.1M No change
ICE Intercontinental Exchange Inc. 0.89% 61,800 $8.5M No change
FWONK Liberty Media Corp. Class C 0.79% 104,373 $7.5M No change
EVTC Evertec Inc. 0.76% 217,550 $7.2M No change
SHYF The Shyft Group Inc. 0.72% 582,657 $6.9M No change
COR Cencora Inc. 0.72% 30,475 $6.9M No change
SCHW Schwab (charles) Corp. 0.61% 79,525 $5.9M Reduce -0.4%
MO Altria Group Inc. 0.60% 125,640 $5.7M No change
PYPL PayPal Holdings Inc. 0.52% 84,824 $4.9M No change
BUD Anheuser-Busch Inbev-SPN ADR 0.36% 59,340 $3.5M No change
LSXMA Liberty Media Corp. Class A New 0.33% 143,375 $3.2M No change
ANSS Ansys Inc. 0.33% 9,825 $3.2M Reduce -17.3%
ST Sensata Technologies Holdplc 0.18% 46,650 $1.7M New
LLYVA Liberty Media Corp.-Liberty-A 0.14% 35,838 $1.3M No change
BRK.A Berkshire Hathaway Inc. Class A 0.13% 2 $1.2M No change
XMTR Xometry Inc. Class A 0.11% 88,940 $1.0M No change
ORCL Oracle Corp. 0.11% 7,124 $1.0M No change
EXPD Expeditors Intl Wash Inc. 0.09% 7,124 $889K No change
WAB Wabtec Corp. 0.06% 3,831 $605K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 4,300 $427K Reduce -89.0%
DNOW Dnow Inc. 0.02% 17,100 $235K No change
BMY Bristol-Myers Squibb Co. 0.02% 5,461 $227K No change

Portfolio Sells Q1 2024 → Q2 2024
AXP American Express Co. Reduce -19.9% 5.06% −0.83
META Meta Platforms Inc. Class A Reduce -16.9% 6.67% −0.66
TPL Texas Pacific Land Corp. Sold out 0.00% −0.60
DIS The Walt Disney Co. Reduce -89.0% 0.04% −0.43
ACN Accenture PLC Class A Reduce -0.3% 3.89% −0.34
MA Mastercard Inc. Class A Reduce -0.3% 3.28% −0.12
ANSS Ansys Inc. Reduce -17.3% 0.33% −0.08
IT Gartner Inc. Reduce -0.8% 3.76% −0.05
LLYVK Liberty Media Corp.-Liberty-C Sold out 0.00% −0.02
SCHW Schwab (charles) Corp. Reduce -0.4% 0.61% +0.04
MSFT Microsoft Corp. Reduce -1.4% 1.02% +0.10
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.4% 14.83% +0.23
WFC Wells Fargo & Co. Reduce -0.2% 5.46% +0.40
AAPL Apple Inc. Reduce -9.2% 3.45% +0.52
SPXC SPX Technologies Inc. Reduce -2.5% 3.46% +0.55
GOOG Alphabet Inc. Class C Reduce -0.8% 5.48% +1.13

Portfolio Buys Q1 2024 → Q2 2024
OXY Occidental Petroleum Corp. Add +41.8% 1.29% +0.40
PFE Pfizer Inc. Add +8.2% 2.27% +0.30
ST Sensata Technologies Holdplc New 0.18% +0.18

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