Schwerin Boyle Capital Management Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Schwerin Boyle Capital Management Inc. reported 53 stock positions worth $974.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 15.2% of the portfolio, followed by Meta Platforms Class A (META, 6.5%) and Wells Fargo (WFC, 6.0%). Compared with Q3 2024, it added to 19 and reduced 18. The biggest buy was Wells Fargo (WFC, shares +0%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, MA
- CIK
- 0000937522
- Portfolio Value
- $974.9M (Q4 2024)
- SEC Filing
- 0001376474-25-000206 ↗ filed Feb 13, 2025
Holdings Value
Holdings 53 stocks · $974.9M
| BRK.B Berkshire Hathaway Inc. Class B | 15.23% | 327,474 | $148.4M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 6.50% | 108,180 | $63.3M | Reduce -0.3% |
| WFC Wells Fargo & Co. | 6.00% | 833,213 | $58.5M | Add +0.2% |
| AXP American Express Co. | 5.83% | 191,648 | $56.9M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 5.11% | 261,355 | $49.8M | Reduce -0.1% |
| ACN Accenture PLC Class A | 4.22% | 116,815 | $41.1M | Add +0.3% |
| IT Gartner Inc. | 3.70% | 74,415 | $36.1M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 3.60% | 146,236 | $35.1M | Add +0.3% |
| KMX Carmax Inc. | 3.57% | 425,205 | $34.8M | Add +0.5% |
| MA Mastercard Inc. Class A | 3.51% | 64,906 | $34.2M | Reduce -0.5% |
| AYI Acuity Inc. | 2.83% | 94,555 | $27.6M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 2.83% | 256,475 | $27.6M | Add +0.2% |
| SPXC SPX Technologies Inc. | 2.34% | 156,900 | $22.8M | Reduce -0.3% |
| AAPL Apple Inc. | 2.19% | 85,200 | $21.3M | Add +0.3% |
| L Loews Corp. | 1.99% | 229,275 | $19.4M | Reduce -0.4% |
| VZ Verizon Communications Inc. | 1.98% | 482,875 | $19.3M | Add +0.1% |
| PFE Pfizer Inc. | 1.96% | 719,425 | $19.1M | Add +0.5% |
| AGCO Agco Corp. | 1.79% | 186,264 | $17.4M | Add +0.5% |
| MCK McKesson Corp. | 1.70% | 29,020 | $16.5M | No change |
| SCHF Schwab Intl Equity ETF | 1.34% | 706,500 | $13.1M | No change |
| VWO Vanguard Ftse Emerging Marke | 1.34% | 296,020 | $13.0M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.30% | 330,360 | $12.7M | Add +3.0% |
| ST Sensata Technologies Holdplc | 1.28% | 455,400 | $12.5M | Add +2.6% |
| GNTX Gentex Corp. | 1.26% | 428,000 | $12.3M | No change |
| PSX Phillips 66 | 1.23% | 105,660 | $12.0M | Add +1.0% |
| CTSH Cognizant Tech Solutions-A | 1.18% | 150,205 | $11.6M | Reduce -0.9% |
| OXY Occidental Petroleum Corp. | 1.10% | 217,350 | $10.7M | Add +1.1% |
| ALLE Allegion PLC | 0.99% | 74,199 | $9.7M | Reduce -0.5% |
| CMCSA Comcast Corp. Class A | 0.95% | 247,000 | $9.3M | No change |
| ICE Intercontinental Exchange Inc. | 0.93% | 61,150 | $9.1M | Reduce -0.5% |
| MSFT Microsoft Corp. | 0.91% | 20,970 | $8.8M | Reduce -2.2% |
| FWONK Liberty Media Corp. Class C | 0.85% | 89,373 | $8.3M | Reduce -0.5% |
| EVTC Evertec Inc. | 0.77% | 217,550 | $7.5M | No change |
| XMTR Xometry Inc. Class A | 0.74% | 168,840 | $7.2M | Reduce -5.6% |
| SHYF The Shyft Group Inc. | 0.70% | 582,657 | $6.8M | No change |
| COR Cencora Inc. | 0.70% | 30,275 | $6.8M | Reduce -0.7% |
| PYPL PayPal Holdings Inc. | 0.69% | 78,424 | $6.7M | Add +1.2% |
| MO Altria Group Inc. | 0.67% | 124,715 | $6.5M | No change |
| GPN Global Payments Inc. | 0.64% | 56,000 | $6.3M | No change |
| SCHW Schwab (charles) Corp. | 0.52% | 69,025 | $5.1M | Reduce -2.3% |
| EWJV iShares MSCI Japan Value ETF | 0.46% | 142,500 | $4.5M | Add +50.0% |
| DFJ Wisdomtree JPN S/C DVD Fund | 0.45% | 58,470 | $4.4M | Add +49.9% |
| LUV Southwest Airlines Co. | 0.40% | 117,000 | $3.9M | No change |
| ANSS Ansys Inc. | 0.34% | 9,825 | $3.3M | Add +1.0% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.29% | 57,215 | $2.9M | Reduce -0.8% |
| DG Dollar General Corp. | 0.29% | 36,800 | $2.8M | No change |
| SIRI Sirius XM Holdings Inc. | 0.28% | 120,103 | $2.7M | No change |
| LLYVA Liberty Media Corp.-Liberty-A | 0.24% | 35,551 | $2.4M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.14% | 2 | $1.4M | No change |
| WAB Wabtec Corp. | 0.07% | 3,533 | $670K | Add +0.1% |
| LLYVK Liberty Media Corp.-Liberty-C | 0.03% | 4,317 | $294K | No change |
| BMY Bristol-Myers Squibb Co. | 0.03% | 4,511 | $255K | No change |
| DNOW Dnow Inc. | 0.02% | 15,988 | $208K | Add +0.6% |
Portfolio Sells Q3 2024 → Q4 2024
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 15.23% | −0.66 |
| SPXC SPX Technologies Inc. | Reduce -0.3% | 2.34% | −0.29 |
| IT Gartner Inc. | Reduce -0.3% | 3.70% | −0.26 |
| ALLE Allegion PLC | Reduce -0.5% | 0.99% | −0.14 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -0.8% | 0.29% | −0.11 |
| ICE Intercontinental Exchange Inc. | Reduce -0.5% | 0.93% | −0.10 |
| MSFT Microsoft Corp. | Reduce -2.2% | 0.91% | −0.06 |
| CTSH Cognizant Tech Solutions-A | Reduce -0.9% | 1.18% | −0.04 |
| COR Cencora Inc. | Reduce -0.7% | 0.70% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 6.50% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -2.3% | 0.52% | +0.04 |
| L Loews Corp. | Reduce -0.4% | 1.99% | +0.09 |
| AYI Acuity Inc. | Reduce -0.1% | 2.83% | +0.10 |
| FWONK Liberty Media Corp. Class C | Reduce -0.5% | 0.85% | +0.12 |
| MA Mastercard Inc. Class A | Reduce -0.5% | 3.51% | +0.13 |
| AXP American Express Co. | Reduce -0.6% | 5.83% | +0.36 |
| XMTR Xometry Inc. Class A | Reduce -5.6% | 0.74% | +0.39 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 5.11% | +0.52 |
Portfolio Buys Q3 2024 → Q4 2024
| WFC Wells Fargo & Co. | Add +0.2% | 6.00% | +1.08 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 3.60% | +0.37 |
| KMX Carmax Inc. | Add +0.5% | 3.57% | +0.14 |
| EWJV iShares MSCI Japan Value ETF | Add +50.0% | 0.46% | +0.13 |
| DFJ Wisdomtree JPN S/C DVD Fund | Add +49.9% | 0.45% | +0.12 |
| AAPL Apple Inc. | Add +0.3% | 2.19% | +0.12 |
| PYPL PayPal Holdings Inc. | Add +1.2% | 0.69% | +0.05 |
| ANSS Ansys Inc. | Add +1.0% | 0.34% | +0.02 |
| WAB Wabtec Corp. | Add +0.1% | 0.07% | +0.00 |
| DNOW Dnow Inc. | Add +0.6% | 0.02% | −0.00 |
| OXY Occidental Petroleum Corp. | Add +1.1% | 1.10% | −0.06 |
| ACN Accenture PLC Class A | Add +0.3% | 4.22% | −0.10 |
| SLB SLB Ltd. | Add +3.0% | 1.30% | −0.11 |
| AGCO Agco Corp. | Add +0.5% | 1.79% | −0.11 |
| PSX Phillips 66 | Add +1.0% | 1.23% | −0.21 |
| PFE Pfizer Inc. | Add +0.5% | 1.96% | −0.21 |
| VZ Verizon Communications Inc. | Add +0.1% | 1.98% | −0.29 |
| XOM Exxon Mobil Corp. | Add +0.2% | 2.83% | −0.31 |
| ST Sensata Technologies Holdplc | Add +2.6% | 1.28% | −0.39 |
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 |