Schwerin Boyle Capital Management Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Schwerin Boyle Capital Management Inc. reported 47 stock positions worth $914.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 13.4% of the portfolio, followed by Meta Platforms Class A (META, 7.2%) and Wells Fargo (WFC, 6.8%). Compared with Q2 2025, it opened 1 new position, sold out of 5, added to 2 and reduced 28. The biggest buy was Occidental Petroleum (OXY, shares +106%) and the biggest sale Gartner (IT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, MA
- CIK
- 0000937522
- Portfolio Value
- $914.9M (Q3 2025)
- SEC Filing
- 0001376474-25-000927 ↗ filed Nov 13, 2025
Holdings Value
Holdings 47 stocks · $914.9M
| BRK.B Berkshire Hathaway Inc. Class B | 13.38% | 243,503 | $122.4M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 7.17% | 89,381 | $65.6M | Reduce -2.9% |
| WFC Wells Fargo & Co. | 6.84% | 746,692 | $62.6M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 6.04% | 226,973 | $55.3M | Reduce -2.2% |
| AXP American Express Co. | 5.85% | 161,269 | $53.6M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 4.15% | 120,350 | $38.0M | Reduce -3.4% |
| MA Mastercard Inc. Class A | 3.48% | 56,034 | $31.9M | Reduce -0.8% |
| AYI Acuity Inc. | 3.04% | 80,680 | $27.8M | Reduce -1.7% |
| ACN Accenture PLC Class A | 2.75% | 102,209 | $25.2M | Reduce -0.6% |
| SPXC SPX Technologies Inc. | 2.74% | 134,330 | $25.1M | Reduce -3.0% |
| XOM Exxon Mobil Corp. | 2.68% | 217,074 | $24.5M | Reduce -2.8% |
| OXY Occidental Petroleum Corp. | 2.31% | 446,950 | $21.1M | Add +105.6% |
| ST Sensata Technologies Holdplc | 2.27% | 678,475 | $20.7M | Reduce -2.0% |
| GNTX Gentex Corp. | 2.15% | 695,718 | $19.7M | No change |
| MCK McKesson Corp. | 1.99% | 23,550 | $18.2M | No change |
| L Loews Corp. | 1.96% | 178,359 | $17.9M | Reduce -5.8% |
| VZ Verizon Communications Inc. | 1.92% | 399,262 | $17.5M | Reduce -1.5% |
| AGCO Agco Corp. | 1.90% | 162,562 | $17.4M | Reduce -2.1% |
| IT Gartner Inc. | 1.85% | 64,527 | $17.0M | Reduce -0.9% |
| KMX Carmax Inc. | 1.83% | 372,156 | $16.7M | Reduce -3.2% |
| SCHF Schwab Intl Equity ETF | 1.80% | 706,500 | $16.4M | No change |
| VWO Vanguard Ftse Emerging Marke | 1.75% | 296,020 | $16.0M | No change |
| PFE Pfizer Inc. | 1.65% | 591,360 | $15.1M | Reduce -1.7% |
| KO The Coca-Cola Co. | 1.60% | 220,250 | $14.6M | Reduce -3.5% |
| PSX Phillips 66 | 1.41% | 94,846 | $12.9M | Reduce -2.5% |
| ALLE Allegion PLC | 1.33% | 68,738 | $12.2M | Reduce -1.4% |
| CTSH Cognizant Tech Solutions-A | 1.08% | 147,705 | $9.9M | No change |
| AEBI Aebi Schmidt Holding AG | 1.05% | 774,059 | $9.7M | No change |
| MSFT Microsoft Corp. | 1.05% | 18,615 | $9.6M | Reduce -3.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.04% | 277,577 | $9.5M | Reduce -1.5% |
| COR Cencora Inc. | 1.02% | 29,725 | $9.3M | No change |
| XMTR Xometry Inc. Class A | 1.01% | 168,840 | $9.2M | No change |
| ICE Intercontinental Exchange Inc. | 0.98% | 53,100 | $8.9M | No change |
| DG Dollar General Corp. | 0.96% | 85,201 | $8.8M | No change |
| FWONK Liberty Media Corp. Class C | 0.86% | 74,975 | $7.8M | Reduce -6.6% |
| CMCSA Comcast Corp. Class A | 0.85% | 247,000 | $7.8M | No change |
| EVTC Evertec Inc. | 0.80% | 217,550 | $7.3M | No change |
| FISV Fiserv Inc. | 0.76% | 53,700 | $6.9M | New |
| PYPL PayPal Holdings Inc. | 0.74% | 100,884 | $6.8M | Add +16.1% |
| DFJ Wisdomtree JPN S/C DVD Fund | 0.61% | 58,470 | $5.5M | No change |
| LUV Southwest Airlines Co. | 0.41% | 117,000 | $3.7M | No change |
| LLYVA Liberty Media Corp.-Liberty-A | 0.36% | 34,883 | $3.3M | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.30% | 45,873 | $2.7M | Reduce -8.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 2 | $1.5M | No change |
| WAB Wabtec Corp. | 0.07% | 3,005 | $602K | Reduce -2.9% |
| LLYVK Liberty Media Corp.-Liberty-C | 0.04% | 3,430 | $333K | Reduce -6.2% |
| DNOW Dnow Inc. | 0.02% | 12,798 | $195K | Reduce -2.3% |
Portfolio Sells Q2 2025 → Q3 2025
| IT Gartner Inc. | Reduce -0.9% | 1.85% | −1.08 |
| KMX Carmax Inc. | Reduce -3.2% | 1.83% | −1.05 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.78 |
| ACN Accenture PLC Class A | Reduce -0.6% | 2.75% | −0.67 |
| META Meta Platforms Inc. Class A | Reduce -2.9% | 7.17% | −0.40 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.35 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.26 |
| KO The Coca-Cola Co. | Reduce -3.5% | 1.60% | −0.20 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -8.5% | 0.30% | −0.09 |
| FWONK Liberty Media Corp. Class C | Reduce -6.6% | 0.86% | −0.08 |
| ST Sensata Technologies Holdplc | Reduce -2.0% | 2.27% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 3.48% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 13.38% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -1.5% | 1.92% | −0.04 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.02 |
| LBRDK Liberty Broadband-C | Sold out | 0.00% | −0.02 |
| SLB SLB Ltd. | Reduce -1.5% | 1.04% | −0.02 |
| MSFT Microsoft Corp. | Reduce -3.5% | 1.05% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -2.8% | 2.68% | −0.01 |
| AGCO Agco Corp. | Reduce -2.1% | 1.90% | −0.01 |
| WAB Wabtec Corp. | Reduce -2.9% | 0.07% | −0.01 |
| DNOW Dnow Inc. | Reduce -2.3% | 0.02% | −0.00 |
| LLYVK Liberty Media Corp.-Liberty-C | Reduce -6.2% | 0.04% | +0.00 |
| PFE Pfizer Inc. | Reduce -1.7% | 1.65% | +0.02 |
| L Loews Corp. | Reduce -5.8% | 1.96% | +0.02 |
| AXP American Express Co. | Reduce -0.3% | 5.85% | +0.10 |
| PSX Phillips 66 | Reduce -2.5% | 1.41% | +0.12 |
| JPM JPMorgan Chase & Co. | Reduce -3.4% | 4.15% | +0.12 |
| WFC Wells Fargo & Co. | Reduce -0.4% | 6.84% | +0.14 |
| SPXC SPX Technologies Inc. | Reduce -3.0% | 2.74% | +0.15 |
| ALLE Allegion PLC | Reduce -1.4% | 1.33% | +0.21 |
| AYI Acuity Inc. | Reduce -1.7% | 3.04% | +0.31 |
| GOOG Alphabet Inc. Class C | Reduce -2.2% | 6.04% | +1.45 |
Portfolio Buys Q2 2025 → Q3 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 |