Q2 2025 · 13F-HR
SCHWERIN BOYLE CAPITAL MANAGEMENT INCholdings as filed
Filed 2025-08-14 · accession 0001376474-25-000745
$897.0M
Reported value
51
Positions
2025-06-30
Period end
The Brief · SCHWERIN BOYLE CAPITAL MANAGEMENT INC · Q2 2025
AI · grounded in 13F
SCHWERIN BOYLE CAPITAL MANAGEMENT INC established a new position in BRK/B valued at $120.4M. The fund also initiated new stakes in META for $67.9M and WMT2 for $60.1M. Other new additions include AXP at $51.6M, GOOG at $41.2M, and JPM at $36.1M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATH B | $120.4M | 13.4% | 247,868 | Common | SOLE |
| 30303M102 | META | META PLATFORMS | $67.9M | 7.57% | 92,006 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO | $60.1M | 6.70% | 749,842 | Common | SOLE |
| 025816109 | AXP | AMER EXPRESS | $51.6M | 5.75% | 161,834 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET, INC | $41.2M | 4.59% | 232,098 | Common | SOLE |
| 46625H100 | JPM | JP MORGAN CHASE | $36.1M | 4.03% | 124,625 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INC | $31.7M | 3.54% | 56,496 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC | $30.7M | 3.43% | 102,809 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $26.3M | 2.93% | 65,090 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $25.8M | 2.88% | 384,394 | Common | SOLE |
| 00508Y102 | AYI | ACUITY INC. | $24.5M | 2.73% | 82,105 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL | $24.1M | 2.68% | 223,224 | Common | SOLE |
| 78473E103 | SPXC | SPX TECH. INC. | $23.2M | 2.59% | 138,530 | Common | SOLE |
| G8060N102 | ST | SENSATA TECH | $20.8M | 2.32% | 692,100 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMM | $17.5M | 1.96% | 405,325 | Common | SOLE |
| 540424108 | L | LOEWS CORP | $17.4M | 1.94% | 189,384 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $17.3M | 1.92% | 23,550 | Common | SOLE |
| 001084102 | AGCO | AGCO CORP | $17.1M | 1.91% | 165,987 | Common | SOLE |
| 191216100 | KO | COCA COLA | $16.1M | 1.80% | 228,150 | Common | SOLE |
| 808524805 | SCHF | SCHWAB INTL EQUITY ETF | $15.6M | 1.74% | 706,500 | Common | SOLE |
| 371901109 | GNTX | GENTEX CORP | $15.3M | 1.71% | 695,718 | Common | SOLE |
| 922042858 | VWO | VANGUARD FTSE EMERGING MARKET | $14.6M | 1.63% | 296,020 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $14.6M | 1.63% | 601,585 | Common | SOLE |
| 718546104 | PSX | PHILLIPS 66 | $11.6M | 1.29% | 97,322 | Common | SOLE |
| 192446102 | CTSH | COGNIZANT TECH | $11.5M | 1.28% | 147,705 | Common | SOLE |
| G0176J109 | ALLE | ALLEGION PLC | $10.0M | 1.12% | 69,704 | Common | SOLE |
| 256677105 | DG | DOLLAR GENERAL | $9.7M | 1.09% | 85,201 | Common | SOLE |
| 45866F104 | ICE | INTERCONT'L EXCH | $9.7M | 1.09% | 53,100 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT | $9.6M | 1.07% | 19,290 | Common | SOLE |
| 806857108 | SLB | SLB | $9.5M | 1.06% | 281,827 | Common | SOLE |
| 825698103 | SPARUSD | SHYFT GROUP | $9.3M | 1.04% | 744,170 | Common | SOLE |
| 674599105 | OXY | OCCIDENTAL PETROLEUM | $9.1M | 1.02% | 217,350 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $8.9M | 0.99% | 29,725 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP-A | $8.8M | 0.98% | 247,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MED FORM 1 | $8.4M | 0.94% | 80,275 | Common | SOLE |
| 30040P103 | EVTC | EVERTEC, INC | $7.8M | 0.87% | 217,550 | Common | SOLE |
| 02209S103 | MO | ALTRIA GROUP INC | $7.0M | 0.78% | 118,715 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HOLDINGS | $6.5M | 0.72% | 86,859 | Common | SOLE |
| 98423F109 | XMTR | XOMETRY INC-A | $5.7M | 0.64% | 168,840 | Common | SOLE |
| 97717W836 | DFJ | WISDOMTREE JPN S | $5.0M | 0.56% | 58,470 | Common | SOLE |
| 844741108 | LUV | SOUTHWEST AIR | $3.8M | 0.42% | 117,000 | Common | SOLE |
| 03524A108 | BUD | ANHEUSER BUSCH ADR | $3.4M | 0.38% | 50,111 | Common | SOLE |
| 03662Q105 | AKX | ANSYS INC | $3.2M | 0.35% | 9,066 | Common | SOLE |
| 531229748 | LLYVA* | LIBERTY LIVE A | $2.8M | 0.31% | 34,883 | Common | SOLE |
| 829933100 | SIRI | SIRIUS XM HLDGS | $2.3M | 0.26% | 102,054 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATH A | $1.5M | 0.16% | 2 | Common | SOLE |
| 929740108 | WAB | WABTEC CORP | $647,520 | 0.07% | 3,093 | Common | SOLE |
| 531229722 | LLYVK* | LIBERTY LIVE C | $296,721 | 0.03% | 3,656 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $206,606 | 0.02% | 1,007 | Common | SOLE |
| 530307305 | LBRDK | LIBERTY BROADBAND | $206,598 | 0.02% | 2,100 | Common | SOLE |
| 67011P100 | DNOW | NOW INC | $194,243 | 0.02% | 13,098 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.