Schwerin Boyle Capital Management Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Schwerin Boyle Capital Management Inc. reported 53 stock positions worth $954.6 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 15.9% of the portfolio, followed by Meta Platforms Class A (META, 6.5%) and American Express (AXP, 5.5%). Compared with Q2 2024, it opened 7 new positions, sold out of 5, added to 4 and reduced 34. The biggest buy was Sensata Technologies Holdplc (ST, shares +851%) and the biggest sale Apple (AAPL, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, MA
- CIK
- 0000937522
- Portfolio Value
- $954.6M (Q3 2024)
- SEC Filing
- 0001376474-24-000667 ↗ filed Nov 13, 2024
Holdings Value
Holdings 53 stocks · $954.6M
| BRK.B Berkshire Hathaway Inc. Class B | 15.88% | 329,424 | $151.6M | Reduce -5.2% |
| META Meta Platforms Inc. Class A | 6.51% | 108,530 | $62.1M | Reduce -13.9% |
| AXP American Express Co. | 5.48% | 192,848 | $52.3M | Reduce -7.4% |
| WFC Wells Fargo & Co. | 4.92% | 831,888 | $47.0M | Reduce -5.1% |
| GOOG Alphabet Inc. Class C | 4.58% | 261,755 | $43.8M | Reduce -8.2% |
| ACN Accenture PLC Class A | 4.31% | 116,490 | $41.2M | Reduce -4.7% |
| IT Gartner Inc. | 3.96% | 74,651 | $37.8M | Reduce -6.4% |
| KMX Carmax Inc. | 3.43% | 422,905 | $32.7M | Reduce -5.0% |
| MA Mastercard Inc. Class A | 3.37% | 65,206 | $32.2M | Reduce -7.9% |
| JPM JPMorgan Chase & Co. | 3.22% | 145,836 | $30.8M | Reduce -6.7% |
| XOM Exxon Mobil Corp. | 3.14% | 255,975 | $30.0M | Reduce -7.0% |
| AYI Acuity Inc. | 2.73% | 94,655 | $26.1M | Reduce -6.8% |
| SPXC SPX Technologies Inc. | 2.63% | 157,300 | $25.1M | Reduce -32.2% |
| VZ Verizon Communications Inc. | 2.27% | 482,175 | $21.7M | Reduce -6.8% |
| PFE Pfizer Inc. | 2.17% | 715,725 | $20.7M | Reduce -7.7% |
| AAPL Apple Inc. | 2.07% | 84,950 | $19.8M | Reduce -45.6% |
| L Loews Corp. | 1.91% | 230,175 | $18.2M | Reduce -8.8% |
| AGCO Agco Corp. | 1.90% | 185,314 | $18.1M | Add +4.6% |
| ST Sensata Technologies Holdplc | 1.67% | 443,800 | $15.9M | Add +851.3% |
| SCHF Schwab Intl Equity ETF | 1.52% | 353,250 | $14.5M | No change |
| MCK McKesson Corp. | 1.50% | 29,020 | $14.3M | No change |
| VWO Vanguard Ftse Emerging Marke | 1.48% | 296,020 | $14.2M | No change |
| PSX Phillips 66 | 1.44% | 104,635 | $13.8M | Reduce -4.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.41% | 320,585 | $13.4M | Reduce -5.8% |
| GNTX Gentex Corp. | 1.33% | 428,000 | $12.7M | Reduce -5.5% |
| CTSH Cognizant Tech Solutions-A | 1.22% | 151,505 | $11.7M | Reduce -0.4% |
| OXY Occidental Petroleum Corp. | 1.16% | 214,900 | $11.1M | Add +10.0% |
| ALLE Allegion PLC | 1.14% | 74,533 | $10.9M | Reduce -3.1% |
| CMCSA Comcast Corp. Class A | 1.08% | 247,000 | $10.3M | No change |
| ICE Intercontinental Exchange Inc. | 1.03% | 61,450 | $9.9M | Reduce -0.6% |
| MSFT Microsoft Corp. | 0.97% | 21,435 | $9.2M | Reduce -1.7% |
| EVTC Evertec Inc. | 0.77% | 217,550 | $7.4M | No change |
| SHYF The Shyft Group Inc. | 0.77% | 582,657 | $7.3M | No change |
| FWONK Liberty Media Corp. Class C | 0.73% | 89,823 | $7.0M | Reduce -13.9% |
| COR Cencora Inc. | 0.72% | 30,475 | $6.9M | No change |
| MO Altria Group Inc. | 0.67% | 124,715 | $6.4M | Reduce -0.7% |
| PYPL PayPal Holdings Inc. | 0.63% | 77,474 | $6.0M | Reduce -8.7% |
| GPN Global Payments Inc. | 0.60% | 56,000 | $5.7M | New |
| SCHW Schwab (charles) Corp. | 0.48% | 70,625 | $4.6M | Reduce -11.2% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.40% | 57,690 | $3.8M | Reduce -2.8% |
| LUV Southwest Airlines Co. | 0.36% | 117,000 | $3.5M | New |
| XMTR Xometry Inc. Class A | 0.34% | 178,940 | $3.3M | Add +101.2% |
| DFJ Wisdomtree JPN S/C DVD Fund | 0.33% | 39,000 | $3.1M | New |
| EWJV iShares MSCI Japan Value ETF | 0.33% | 95,000 | $3.1M | New |
| DG Dollar General Corp. | 0.33% | 36,800 | $3.1M | New |
| ANSS Ansys Inc. | 0.32% | 9,725 | $3.1M | Reduce -1.0% |
| SIRI Sirius XM Holdings Inc. | 0.30% | 120,103 | $2.8M | New |
| LLYVA Liberty Media Corp.-Liberty-A | 0.18% | 35,551 | $1.8M | Reduce -0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.14% | 2 | $1.4M | No change |
| WAB Wabtec Corp. | 0.07% | 3,528 | $641K | Reduce -7.9% |
| BMY Bristol-Myers Squibb Co. | 0.02% | 4,511 | $233K | Reduce -17.4% |
| LLYVK Liberty Media Corp.-Liberty-C | 0.02% | 4,317 | $222K | New |
| DNOW Dnow Inc. | 0.02% | 15,894 | $206K | Reduce -7.0% |
Portfolio Sells Q2 2024 → Q3 2024
| AAPL Apple Inc. | Reduce -45.6% | 2.07% | −1.38 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −1.33 |
| GOOG Alphabet Inc. Class C | Reduce -8.2% | 4.58% | −0.90 |
| SPXC SPX Technologies Inc. | Reduce -32.2% | 2.63% | −0.83 |
| WFC Wells Fargo & Co. | Reduce -5.1% | 4.92% | −0.54 |
| LSXMA Liberty Media Corp. Class A New | Sold out | 0.00% | −0.33 |
| SLB SLB Ltd. | Reduce -5.8% | 1.41% | −0.28 |
| GNTX Gentex Corp. | Reduce -5.5% | 1.33% | −0.27 |
| XOM Exxon Mobil Corp. | Reduce -7.0% | 3.14% | −0.18 |
| PSX Phillips 66 | Reduce -4.2% | 1.44% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -13.9% | 6.51% | −0.16 |
| SCHW Schwab (charles) Corp. | Reduce -11.2% | 0.48% | −0.14 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.11 |
| PFE Pfizer Inc. | Reduce -7.7% | 2.17% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -6.7% | 3.22% | −0.10 |
| EXPD Expeditors Intl Wash Inc. | Sold out | 0.00% | −0.09 |
| L Loews Corp. | Reduce -8.8% | 1.91% | −0.07 |
| FWONK Liberty Media Corp. Class C | Reduce -13.9% | 0.73% | −0.06 |
| MSFT Microsoft Corp. | Reduce -1.7% | 0.97% | −0.06 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.04 |
| ANSS Ansys Inc. | Reduce -1.0% | 0.32% | −0.01 |
| DNOW Dnow Inc. | Reduce -7.0% | 0.02% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -17.4% | 0.02% | +0.00 |
| WAB Wabtec Corp. | Reduce -7.9% | 0.07% | +0.00 |
| KMX Carmax Inc. | Reduce -5.0% | 3.43% | +0.00 |
| VZ Verizon Communications Inc. | Reduce -6.8% | 2.27% | +0.03 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -2.8% | 0.40% | +0.04 |
| LLYVA Liberty Media Corp.-Liberty-A | Reduce -0.8% | 0.18% | +0.04 |
| MO Altria Group Inc. | Reduce -0.7% | 0.67% | +0.07 |
| MA Mastercard Inc. Class A | Reduce -7.9% | 3.37% | +0.10 |
| PYPL PayPal Holdings Inc. | Reduce -8.7% | 0.63% | +0.12 |
| CTSH Cognizant Tech Solutions-A | Reduce -0.4% | 1.22% | +0.14 |
| ICE Intercontinental Exchange Inc. | Reduce -0.6% | 1.03% | +0.15 |
| AYI Acuity Inc. | Reduce -6.8% | 2.73% | +0.16 |
| ALLE Allegion PLC | Reduce -3.1% | 1.14% | +0.18 |
| IT Gartner Inc. | Reduce -6.4% | 3.96% | +0.20 |
| AXP American Express Co. | Reduce -7.4% | 5.48% | +0.42 |
| ACN Accenture PLC Class A | Reduce -4.7% | 4.31% | +0.42 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.2% | 15.88% | +1.05 |
Portfolio Buys Q2 2024 → Q3 2024
| ST Sensata Technologies Holdplc | Add +851.3% | 1.67% | +1.48 |
| GPN Global Payments Inc. | New | 0.60% | +0.60 |
| LUV Southwest Airlines Co. | New | 0.36% | +0.36 |
| DFJ Wisdomtree JPN S/C DVD Fund | New | 0.33% | +0.33 |
| EWJV iShares MSCI Japan Value ETF | New | 0.33% | +0.33 |
| DG Dollar General Corp. | New | 0.33% | +0.33 |
| SIRI Sirius XM Holdings Inc. | New | 0.30% | +0.30 |
| XMTR Xometry Inc. Class A | Add +101.2% | 0.34% | +0.24 |
| AGCO Agco Corp. | Add +4.6% | 1.90% | +0.08 |
| LLYVK Liberty Media Corp.-Liberty-C | New | 0.02% | +0.02 |
| OXY Occidental Petroleum Corp. | Add +10.0% | 1.16% | −0.13 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $816.0M | BRK.B, GOOG, WFC, AXP, META |
| Q1 2026 | 47 | $788.0M | BRK.B, WFC, META, GOOG, AXP |
| Q4 2025 | 46 | $912.7M | BRK.B, GOOG, WFC, AXP, META |
| Q3 2025 | 47 | $914.9M | BRK.B, META, WFC, GOOG, AXP |
| Q2 2025 | 51 | $897.0M | BRK.B, META, WFC, AXP, GOOG |
| Q1 2025 | 53 | $970.1M | BRK.B, META, WFC, AXP, GOOG |
| Q4 2024 | 53 | $974.9M | BRK.B, META, WFC, AXP, GOOG |
| Q3 2024 | 53 | $954.6M | BRK.B, META, AXP, WFC, GOOG |
| Q2 2024 | 51 | $953.4M | BRK.B, META, GOOG, WFC, AXP |
| Q1 2024 | 52 | $1.0B | BRK.B, META, AXP, WFC, GOOG |