Schwerin Boyle Capital Management Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Schwerin Boyle Capital Management Inc. reported 53 stock positions worth $970.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 17.6% of the portfolio, followed by Meta Platforms Class A (META, 6.2%) and Wells Fargo (WFC, 6.0%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 6 and reduced 28. The biggest buy was a new position in Coca-Cola (KO) and the biggest sale Apple (AAPL, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, MA
- CIK
- 0000937522
- Portfolio Value
- $970.1M (Q1 2025)
- SEC Filing
- 0001376474-25-000460 ↗ filed May 14, 2025
Holdings Value
Holdings 53 stocks · $970.1M
| BRK.B Berkshire Hathaway Inc. Class B | 17.60% | 320,642 | $170.8M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 6.20% | 104,281 | $60.1M | Reduce -3.6% |
| WFC Wells Fargo & Co. | 5.96% | 805,377 | $57.8M | Reduce -3.3% |
| AXP American Express Co. | 5.07% | 182,714 | $49.2M | Reduce -4.7% |
| GOOG Alphabet Inc. Class C | 4.17% | 259,235 | $40.5M | Reduce -0.8% |
| ACN Accenture PLC Class A | 3.72% | 115,574 | $36.1M | Reduce -1.1% |
| MA Mastercard Inc. Class A | 3.59% | 63,480 | $34.8M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 3.54% | 140,118 | $34.4M | Reduce -4.2% |
| KMX Carmax Inc. | 3.34% | 416,069 | $32.4M | Reduce -2.1% |
| IT Gartner Inc. | 3.16% | 73,066 | $30.7M | Reduce -1.8% |
| XOM Exxon Mobil Corp. | 3.13% | 255,549 | $30.4M | Reduce -0.4% |
| AYI Acuity Inc. | 2.55% | 94,030 | $24.8M | Reduce -0.6% |
| VZ Verizon Communications Inc. | 2.19% | 469,075 | $21.3M | Reduce -2.9% |
| L Loews Corp. | 2.08% | 219,209 | $20.1M | Reduce -4.4% |
| SPXC SPX Technologies Inc. | 2.03% | 152,830 | $19.7M | Reduce -2.6% |
| MCK McKesson Corp. | 2.01% | 29,020 | $19.5M | No change |
| ST Sensata Technologies Holdplc | 2.00% | 798,250 | $19.4M | Add +75.3% |
| KO The Coca-Cola Co. | 1.97% | 266,550 | $19.1M | New |
| PFE Pfizer Inc. | 1.80% | 690,485 | $17.5M | Reduce -4.0% |
| AGCO Agco Corp. | 1.78% | 186,112 | $17.2M | Reduce -0.1% |
| SCHF Schwab Intl Equity ETF | 1.44% | 706,500 | $14.0M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.43% | 331,902 | $13.9M | Add +0.5% |
| VWO Vanguard Ftse Emerging Marke | 1.38% | 296,020 | $13.4M | No change |
| PSX Phillips 66 | 1.34% | 105,236 | $13.0M | Reduce -0.4% |
| GNTX Gentex Corp. | 1.25% | 519,218 | $12.1M | Add +21.3% |
| CTSH Cognizant Tech Solutions-A | 1.18% | 150,205 | $11.5M | No change |
| OXY Occidental Petroleum Corp. | 1.11% | 217,350 | $10.7M | No change |
| ALLE Allegion PLC | 1.00% | 74,023 | $9.7M | Reduce -0.2% |
| ICE Intercontinental Exchange Inc. | 0.99% | 55,650 | $9.6M | Reduce -9.0% |
| CMCSA Comcast Corp. Class A | 0.94% | 247,000 | $9.1M | No change |
| COR Cencora Inc. | 0.87% | 30,275 | $8.4M | No change |
| FWONK Liberty Media Corp. Class C | 0.83% | 88,973 | $8.0M | Reduce -0.5% |
| EVTC Evertec Inc. | 0.82% | 217,550 | $8.0M | No change |
| MSFT Microsoft Corp. | 0.79% | 20,360 | $7.6M | Reduce -2.9% |
| DG Dollar General Corp. | 0.77% | 85,201 | $7.5M | Add +131.5% |
| MO Altria Group Inc. | 0.77% | 124,715 | $7.5M | No change |
| SHYF The Shyft Group Inc. | 0.69% | 830,888 | $6.7M | Add +42.6% |
| PYPL PayPal Holdings Inc. | 0.63% | 93,383 | $6.1M | Add +19.1% |
| GPN Global Payments Inc. | 0.57% | 56,000 | $5.5M | No change |
| EWJV iShares MSCI Japan Value ETF | 0.49% | 142,500 | $4.7M | No change |
| DFJ Wisdomtree JPN S/C DVD Fund | 0.48% | 58,470 | $4.6M | No change |
| XMTR Xometry Inc. Class A | 0.43% | 168,840 | $4.2M | No change |
| LUV Southwest Airlines Co. | 0.41% | 117,000 | $3.9M | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.33% | 52,761 | $3.2M | Reduce -7.8% |
| ANSS Ansys Inc. | 0.32% | 9,791 | $3.1M | Reduce -0.3% |
| SIRI Sirius XM Holdings Inc. | 0.28% | 118,963 | $2.7M | Reduce -0.9% |
| LLYVA Liberty Media Corp.-Liberty-A | 0.25% | 35,551 | $2.4M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 2 | $1.6M | No change |
| WAB Wabtec Corp. | 0.07% | 3,529 | $640K | Reduce -0.1% |
| LLYVK Liberty Media Corp.-Liberty-C | 0.03% | 4,317 | $294K | No change |
| BMY Bristol-Myers Squibb Co. | 0.03% | 4,511 | $275K | No change |
| DNOW Dnow Inc. | 0.03% | 15,334 | $262K | Reduce -4.1% |
| AAPL Apple Inc. | 0.02% | 1,007 | $224K | Reduce -98.8% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -98.8% | 0.02% | −2.17 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 4.17% | −0.93 |
| AXP American Express Co. | Reduce -4.7% | 5.07% | −0.77 |
| IT Gartner Inc. | Reduce -1.8% | 3.16% | −0.54 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.52 |
| ACN Accenture PLC Class A | Reduce -1.1% | 3.72% | −0.50 |
| SPXC SPX Technologies Inc. | Reduce -2.6% | 2.03% | −0.31 |
| META Meta Platforms Inc. Class A | Reduce -3.6% | 6.20% | −0.30 |
| AYI Acuity Inc. | Reduce -0.6% | 2.55% | −0.28 |
| KMX Carmax Inc. | Reduce -2.1% | 3.34% | −0.22 |
| PFE Pfizer Inc. | Reduce -4.0% | 1.80% | −0.15 |
| MSFT Microsoft Corp. | Reduce -2.9% | 0.79% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -4.2% | 3.54% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -3.3% | 5.96% | −0.04 |
| FWONK Liberty Media Corp. Class C | Reduce -0.5% | 0.83% | −0.02 |
| ANSS Ansys Inc. | Reduce -0.3% | 0.32% | −0.02 |
| AGCO Agco Corp. | Reduce -0.1% | 1.78% | −0.01 |
| SIRI Sirius XM Holdings Inc. | Reduce -0.9% | 0.28% | −0.00 |
| WAB Wabtec Corp. | Reduce -0.1% | 0.07% | −0.00 |
| ALLE Allegion PLC | Reduce -0.2% | 1.00% | +0.00 |
| DNOW Dnow Inc. | Reduce -4.1% | 0.03% | +0.01 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -7.8% | 0.33% | +0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -9.0% | 0.99% | +0.05 |
| MA Mastercard Inc. Class A | Reduce -2.2% | 3.59% | +0.08 |
| L Loews Corp. | Reduce -4.4% | 2.08% | +0.09 |
| PSX Phillips 66 | Reduce -0.4% | 1.34% | +0.10 |
| VZ Verizon Communications Inc. | Reduce -2.9% | 2.19% | +0.21 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 3.13% | +0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 17.60% | +2.38 |
Portfolio Buys Q4 2024 → Q1 2025
| KO The Coca-Cola Co. | New | 1.97% | +1.97 |
| ST Sensata Technologies Holdplc | Add +75.3% | 2.00% | +0.72 |
| DG Dollar General Corp. | Add +131.5% | 0.77% | +0.49 |
| SLB SLB Ltd. | Add +0.5% | 1.43% | +0.13 |
| SHYF The Shyft Group Inc. | Add +42.6% | 0.69% | −0.01 |
| GNTX Gentex Corp. | Add +21.3% | 1.25% | −0.01 |
| PYPL PayPal Holdings Inc. | Add +19.1% | 0.63% | −0.06 |
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 |