Filed: 2/13/2025ACC: 0001376474-25-000206
📋 What this filing means
SCHWERIN BOYLE CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $974.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$974.92M
Total AUM (reported)
9.90M
Total Shares
Allocation by class
COM$939.96M96.4%
INTL EQTY ETF$13.07M1.3%
FTSE EMR MKT ETF$13.04M1.3%
MSCI JP VAL$4.46M0.5%
JP SMALLCP DIV$4.39M0.5%
Portfolio Concentration
Top 3$270.30M27.7%
4–10$287.79M29.5%
11–25$266.73M27.4%
Rest$150.09M15.4%
Top 3 weight
27.7%
Top 10 weight
57.2%
Voting Authority Distribution
Total shares with voting rights: 9.90M
Sole
Full voting authority
9.87M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
34.02K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole53
Shared0
Other0
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings53
Rows:
BERKSHIRE HATH B
SOLEShares327.47K
TypeSH
Market value$148.44M
15.23%
Sole
326.22K
Shared
0.00
None
1.25K
META PLATFORMS
SOLEShares108.18K
TypeSH
Market value$63.34M
6.50%
Sole
107.58K
Shared
0.00
None
600.00
WELLS FARGO
SOLEShares833.21K
TypeSH
Market value$58.52M
6.00%
Sole
830.21K
Shared
0.00
None
3K
AMER EXPRESS
SOLEShares191.65K
TypeSH
Market value$56.88M
5.83%
Sole
190.35K
Shared
0.00
None
1.30K
ALPHABET, INC
SOLEShares261.36K
TypeSH
Market value$49.77M
5.11%
Sole
259.86K
Shared
0.00
None
1.50K
ACCENTURE PLC
SOLEShares116.81K
TypeSH
Market value$41.09M
4.22%
Sole
116.02K
Shared
0.00
None
800.00
GARTNER INC
SOLEShares74.42K
TypeSH
Market value$36.05M
3.70%
Sole
73.79K
Shared
0.00
None
628.00
JP MORGAN CHASE
SOLEShares146.24K
TypeSH
Market value$35.05M
3.60%
Sole
145.49K
Shared
0.00
None
750.00
CARMAX INC
SOLEShares425.20K
TypeSH
Market value$34.76M
3.57%
Sole
424.40K
Shared
0.00
None
800.00
MASTERCARD INC
SOLEShares64.91K
TypeSH
Market value$34.18M
3.51%
Sole
64.46K
Shared
0.00
None
450.00
ACUITY BRANDS
SOLEShares94.56K
TypeSH
Market value$27.62M
2.83%
Sole
94K
Shared
0.00
None
550.00
EXXON MOBIL
SOLEShares256.48K
TypeSH
Market value$27.59M
2.83%
Sole
255.28K
Shared
0.00
None
1.20K
SPX TECH. INC.
SOLEShares156.90K
TypeSH
Market value$22.83M
2.34%
Sole
155.40K
Shared
0.00
None
1.50K
APPLE INC
SOLEShares85.20K
TypeSH
Market value$21.34M
2.19%
Sole
83.80K
Shared
0.00
None
1.40K
LOEWS CORP
SOLEShares229.28K
TypeSH
Market value$19.42M
1.99%
Sole
227.97K
Shared
0.00
None
1.30K
VERIZON COMM
SOLEShares482.88K
TypeSH
Market value$19.31M
1.98%
Sole
479.68K
Shared
0.00
None
3.20K
PFIZER INC
SOLEShares719.42K
TypeSH
Market value$19.09M
1.96%
Sole
714.83K
Shared
0.00
None
4.60K
AGCO CORP
SOLEShares186.26K
TypeSH
Market value$17.41M
1.79%
Sole
184.71K
Shared
0.00
None
1.55K
MCKESSON CORP
SOLEShares29.02K
TypeSH
Market value$16.54M
1.70%
Sole
29.02K
Shared
0.00
None
0.00
SCHWAB INTL EQUITY ETF
SOLEShares706.50K
TypeSH
Market value$13.07M
1.34%
Sole
706.50K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKET
SOLEShares296.02K
TypeSH
Market value$13.04M
1.34%
Sole
296.02K
Shared
0.00
None
0.00
SLB
SOLEShares330.36K
TypeSH
Market value$12.67M
1.30%
Sole
328.86K
Shared
0.00
None
1.50K
SENSATA TECH
SOLEShares455.40K
TypeSH
Market value$12.48M
1.28%
Sole
450.80K
Shared
0.00
None
4.60K
GENTEX CORP
SOLEShares428K
TypeSH
Market value$12.30M
1.26%
Sole
428K
Shared
0.00
None
0.00
PHILLIPS 66
SOLEShares105.66K
TypeSH
Market value$12.04M
1.23%
Sole
105.28K
Shared
0.00
None
375.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATH BSOLE | COM | 327.47K | SH | $148.44M 15.23% | 326.22K | 0.00 | 1.25K |
META PLATFORMSSOLE | COM | 108.18K | SH | $63.34M 6.50% | 107.58K | 0.00 | 600.00 |
WELLS FARGOSOLE | COM | 833.21K | SH | $58.52M 6.00% | 830.21K | 0.00 | 3K |
AMER EXPRESSSOLE | COM | 191.65K | SH | $56.88M 5.83% | 190.35K | 0.00 | 1.30K |
ALPHABET, INCSOLE | COM | 261.36K | SH | $49.77M 5.11% | 259.86K | 0.00 | 1.50K |
ACCENTURE PLCSOLE | COM | 116.81K | SH | $41.09M 4.22% | 116.02K | 0.00 | 800.00 |
GARTNER INCSOLE | COM | 74.42K | SH | $36.05M 3.70% | 73.79K | 0.00 | 628.00 |
JP MORGAN CHASESOLE | COM | 146.24K | SH | $35.05M 3.60% | 145.49K | 0.00 | 750.00 |
CARMAX INCSOLE | COM | 425.20K | SH | $34.76M 3.57% | 424.40K | 0.00 | 800.00 |
MASTERCARD INCSOLE | COM | 64.91K | SH | $34.18M 3.51% | 64.46K | 0.00 | 450.00 |
ACUITY BRANDSSOLE | COM | 94.56K | SH | $27.62M 2.83% | 94K | 0.00 | 550.00 |
EXXON MOBILSOLE | COM | 256.48K | SH | $27.59M 2.83% | 255.28K | 0.00 | 1.20K |
SPX TECH. INC.SOLE | COM | 156.90K | SH | $22.83M 2.34% | 155.40K | 0.00 | 1.50K |
APPLE INCSOLE | COM | 85.20K | SH | $21.34M 2.19% | 83.80K | 0.00 | 1.40K |
LOEWS CORPSOLE | COM | 229.28K | SH | $19.42M 1.99% | 227.97K | 0.00 | 1.30K |
VERIZON COMMSOLE | COM | 482.88K | SH | $19.31M 1.98% | 479.68K | 0.00 | 3.20K |
PFIZER INCSOLE | COM | 719.42K | SH | $19.09M 1.96% | 714.83K | 0.00 | 4.60K |
AGCO CORPSOLE | COM | 186.26K | SH | $17.41M 1.79% | 184.71K | 0.00 | 1.55K |
MCKESSON CORPSOLE | COM | 29.02K | SH | $16.54M 1.70% | 29.02K | 0.00 | 0.00 |
SCHWAB INTL EQUITY ETFSOLE | INTL EQTY ETF | 706.50K | SH | $13.07M 1.34% | 706.50K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETSOLE | FTSE EMR MKT ETF | 296.02K | SH | $13.04M 1.34% | 296.02K | 0.00 | 0.00 |
SLBSOLE | COM | 330.36K | SH | $12.67M 1.30% | 328.86K | 0.00 | 1.50K |
SENSATA TECHSOLE | COM | 455.40K | SH | $12.48M 1.28% | 450.80K | 0.00 | 4.60K |
GENTEX CORPSOLE | COM | 428K | SH | $12.30M 1.26% | 428K | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 105.66K | SH | $12.04M 1.23% | 105.28K | 0.00 | 375.00 |
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