Schwerin Boyle Capital Management Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Schwerin Boyle Capital Management Inc. reported 51 stock positions worth $897.0 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 13.4% of the portfolio, followed by Meta Platforms Class A (META, 7.6%) and Wells Fargo (WFC, 6.7%). Compared with Q1 2025, it opened 1 new position, sold out of 3, added to 1 and reduced 38. The biggest buy was Gentex (GNTX, shares +34%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, MA
- CIK
- 0000937522
- Portfolio Value
- $897.0M (Q2 2025)
- SEC Filing
- 0001376474-25-000745 ↗ filed Aug 14, 2025
Holdings Value
Holdings 51 stocks · $897.0M
| BRK.B Berkshire Hathaway Inc. Class B | 13.42% | 247,868 | $120.4M | Reduce -22.7% |
| META Meta Platforms Inc. Class A | 7.57% | 92,006 | $67.9M | Reduce -11.8% |
| WFC Wells Fargo & Co. | 6.70% | 749,842 | $60.1M | Reduce -6.9% |
| AXP American Express Co. | 5.75% | 161,834 | $51.6M | Reduce -11.4% |
| GOOG Alphabet Inc. Class C | 4.59% | 232,098 | $41.2M | Reduce -10.5% |
| JPM JPMorgan Chase & Co. | 4.03% | 124,625 | $36.1M | Reduce -11.1% |
| MA Mastercard Inc. Class A | 3.54% | 56,496 | $31.7M | Reduce -11.0% |
| ACN Accenture PLC Class A | 3.43% | 102,809 | $30.7M | Reduce -11.0% |
| IT Gartner Inc. | 2.93% | 65,090 | $26.3M | Reduce -10.9% |
| KMX Carmax Inc. | 2.88% | 384,394 | $25.8M | Reduce -7.6% |
| AYI Acuity Inc. | 2.73% | 82,105 | $24.5M | Reduce -12.7% |
| XOM Exxon Mobil Corp. | 2.68% | 223,224 | $24.1M | Reduce -12.7% |
| SPXC SPX Technologies Inc. | 2.59% | 138,530 | $23.2M | Reduce -9.4% |
| ST Sensata Technologies Holdplc | 2.32% | 692,100 | $20.8M | Reduce -13.3% |
| VZ Verizon Communications Inc. | 1.96% | 405,325 | $17.5M | Reduce -13.6% |
| L Loews Corp. | 1.94% | 189,384 | $17.4M | Reduce -13.6% |
| MCK McKesson Corp. | 1.92% | 23,550 | $17.3M | Reduce -18.9% |
| AGCO Agco Corp. | 1.91% | 165,987 | $17.1M | Reduce -10.8% |
| KO The Coca-Cola Co. | 1.80% | 228,150 | $16.1M | Reduce -14.4% |
| SCHF Schwab Intl Equity ETF | 1.74% | 706,500 | $15.6M | No change |
| GNTX Gentex Corp. | 1.71% | 695,718 | $15.3M | Add +34.0% |
| VWO Vanguard Ftse Emerging Marke | 1.63% | 296,020 | $14.6M | No change |
| PFE Pfizer Inc. | 1.63% | 601,585 | $14.6M | Reduce -12.9% |
| PSX Phillips 66 | 1.29% | 97,322 | $11.6M | Reduce -7.5% |
| CTSH Cognizant Tech Solutions-A | 1.28% | 147,705 | $11.5M | Reduce -1.7% |
| ALLE Allegion PLC | 1.12% | 69,704 | $10.0M | Reduce -5.8% |
| DG Dollar General Corp. | 1.09% | 85,201 | $9.7M | No change |
| ICE Intercontinental Exchange Inc. | 1.09% | 53,100 | $9.7M | Reduce -4.6% |
| MSFT Microsoft Corp. | 1.07% | 19,290 | $9.6M | Reduce -5.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.06% | 281,827 | $9.5M | Reduce -15.1% |
| SHYF The Shyft Group Inc. | 1.04% | 744,170 | $9.3M | Reduce -10.4% |
| OXY Occidental Petroleum Corp. | 1.02% | 217,350 | $9.1M | No change |
| COR Cencora Inc. | 0.99% | 29,725 | $8.9M | Reduce -1.8% |
| CMCSA Comcast Corp. Class A | 0.98% | 247,000 | $8.8M | No change |
| FWONK Liberty Media Corp. Class C | 0.94% | 80,275 | $8.4M | Reduce -9.8% |
| EVTC Evertec Inc. | 0.87% | 217,550 | $7.8M | No change |
| MO Altria Group Inc. | 0.78% | 118,715 | $7.0M | Reduce -4.8% |
| PYPL PayPal Holdings Inc. | 0.72% | 86,859 | $6.5M | Reduce -7.0% |
| XMTR Xometry Inc. Class A | 0.64% | 168,840 | $5.7M | No change |
| DFJ Wisdomtree JPN S/C DVD Fund | 0.56% | 58,470 | $5.0M | No change |
| LUV Southwest Airlines Co. | 0.42% | 117,000 | $3.8M | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.38% | 50,111 | $3.4M | Reduce -5.0% |
| ANSS Ansys Inc. | 0.35% | 9,066 | $3.2M | Reduce -7.4% |
| LLYVA Liberty Media Corp.-Liberty-A | 0.31% | 34,883 | $2.8M | Reduce -1.9% |
| SIRI Sirius XM Holdings Inc. | 0.26% | 102,054 | $2.3M | Reduce -14.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 2 | $1.5M | No change |
| WAB Wabtec Corp. | 0.07% | 3,093 | $648K | Reduce -12.3% |
| LLYVK Liberty Media Corp.-Liberty-C | 0.03% | 3,656 | $297K | Reduce -15.3% |
| AAPL Apple Inc. | 0.02% | 1,007 | $207K | No change |
| LBRDK Liberty Broadband-C | 0.02% | 2,100 | $207K | New |
| DNOW Dnow Inc. | 0.02% | 13,098 | $194K | Reduce -14.6% |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -22.7% | 13.42% | −4.18 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.57 |
| EWJV iShares MSCI Japan Value ETF | Sold out | 0.00% | −0.49 |
| KMX Carmax Inc. | Reduce -7.6% | 2.88% | −0.46 |
| XOM Exxon Mobil Corp. | Reduce -12.7% | 2.68% | −0.45 |
| SLB SLB Ltd. | Reduce -15.1% | 1.06% | −0.37 |
| ACN Accenture PLC Class A | Reduce -11.0% | 3.43% | −0.29 |
| VZ Verizon Communications Inc. | Reduce -13.6% | 1.96% | −0.24 |
| IT Gartner Inc. | Reduce -10.9% | 2.93% | −0.23 |
| PFE Pfizer Inc. | Reduce -12.9% | 1.63% | −0.18 |
| KO The Coca-Cola Co. | Reduce -14.4% | 1.80% | −0.17 |
| L Loews Corp. | Reduce -13.6% | 1.94% | −0.14 |
| MCK McKesson Corp. | Reduce -18.9% | 1.92% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -11.0% | 3.54% | −0.05 |
| PSX Phillips 66 | Reduce -7.5% | 1.29% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.03 |
| SIRI Sirius XM Holdings Inc. | Reduce -14.2% | 0.26% | −0.02 |
| DNOW Dnow Inc. | Reduce -14.6% | 0.02% | −0.01 |
| LLYVK Liberty Media Corp.-Liberty-C | Reduce -15.3% | 0.03% | +0.00 |
| MO Altria Group Inc. | Reduce -4.8% | 0.78% | +0.00 |
| WAB Wabtec Corp. | Reduce -12.3% | 0.07% | +0.01 |
| ANSS Ansys Inc. | Reduce -7.4% | 0.35% | +0.04 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -5.0% | 0.38% | +0.05 |
| LLYVA Liberty Media Corp.-Liberty-A | Reduce -1.9% | 0.31% | +0.06 |
| PYPL PayPal Holdings Inc. | Reduce -7.0% | 0.72% | +0.09 |
| ICE Intercontinental Exchange Inc. | Reduce -4.6% | 1.09% | +0.10 |
| CTSH Cognizant Tech Solutions-A | Reduce -1.7% | 1.28% | +0.10 |
| FWONK Liberty Media Corp. Class C | Reduce -9.8% | 0.94% | +0.11 |
| ALLE Allegion PLC | Reduce -5.8% | 1.12% | +0.12 |
| COR Cencora Inc. | Reduce -1.8% | 0.99% | +0.13 |
| AGCO Agco Corp. | Reduce -10.8% | 1.91% | +0.13 |
| AYI Acuity Inc. | Reduce -12.7% | 2.73% | +0.18 |
| MSFT Microsoft Corp. | Reduce -5.3% | 1.07% | +0.28 |
| ST Sensata Technologies Holdplc | Reduce -13.3% | 2.32% | +0.33 |
| SHYF The Shyft Group Inc. | Reduce -10.4% | 1.04% | +0.35 |
| GOOG Alphabet Inc. Class C | Reduce -10.5% | 4.59% | +0.42 |
| JPM JPMorgan Chase & Co. | Reduce -11.1% | 4.03% | +0.48 |
| SPXC SPX Technologies Inc. | Reduce -9.4% | 2.59% | +0.56 |
| AXP American Express Co. | Reduce -11.4% | 5.75% | +0.69 |
| WFC Wells Fargo & Co. | Reduce -6.9% | 6.70% | +0.74 |
| META Meta Platforms Inc. Class A | Reduce -11.8% | 7.57% | +1.38 |
Portfolio Buys Q1 2025 → Q2 2025
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 |