Filed: 5/14/2025ACC: 0001376474-25-000460
📋 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 $970.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$970.15M
Total AUM (reported)
10.62M
Total Shares
Allocation by class
COM$933.40M96.2%
INTL EQTY ETF$13.97M1.4%
FTSE EMR MKT ETF$13.40M1.4%
MSCI JP VAL$4.74M0.5%
JP SMALLCP DIV$4.63M0.5%
Portfolio Concentration
Top 3$288.69M29.8%
4–10$257.98M26.6%
11–25$275.32M28.4%
Rest$148.16M15.3%
Top 3 weight
29.8%
Top 10 weight
56.3%
Voting Authority Distribution
Total shares with voting rights: 10.62M
Sole
Full voting authority
10.59M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
35.72K
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
SOLEShares320.64K
TypeSH
Market value$170.77M
17.60%
Sole
319.39K
Shared
0.00
None
1.25K
META PLATFORMS
SOLEShares104.28K
TypeSH
Market value$60.10M
6.20%
Sole
103.68K
Shared
0.00
None
600.00
WELLS FARGO
SOLEShares805.38K
TypeSH
Market value$57.82M
5.96%
Sole
802.38K
Shared
0.00
None
3K
AMER EXPRESS
SOLEShares182.71K
TypeSH
Market value$49.16M
5.07%
Sole
181.41K
Shared
0.00
None
1.30K
ALPHABET, INC
SOLEShares259.24K
TypeSH
Market value$40.50M
4.17%
Sole
257.74K
Shared
0.00
None
1.50K
ACCENTURE PLC
SOLEShares115.57K
TypeSH
Market value$36.06M
3.72%
Sole
114.77K
Shared
0.00
None
800.00
MASTERCARD INC
SOLEShares63.48K
TypeSH
Market value$34.79M
3.59%
Sole
63.03K
Shared
0.00
None
450.00
JP MORGAN CHASE
SOLEShares140.12K
TypeSH
Market value$34.37M
3.54%
Sole
139.37K
Shared
0.00
None
750.00
CARMAX INC
SOLEShares416.07K
TypeSH
Market value$32.42M
3.34%
Sole
415.27K
Shared
0.00
None
800.00
GARTNER INC
SOLEShares73.07K
TypeSH
Market value$30.67M
3.16%
Sole
72.44K
Shared
0.00
None
628.00
EXXON MOBIL
SOLEShares255.55K
TypeSH
Market value$30.39M
3.13%
Sole
254.35K
Shared
0.00
None
1.20K
ACUITY INC.
SOLEShares94.03K
TypeSH
Market value$24.76M
2.55%
Sole
93.48K
Shared
0.00
None
550.00
VERIZON COMM
SOLEShares469.07K
TypeSH
Market value$21.28M
2.19%
Sole
465.88K
Shared
0.00
None
3.20K
LOEWS CORP
SOLEShares219.21K
TypeSH
Market value$20.15M
2.08%
Sole
217.91K
Shared
0.00
None
1.30K
SPX TECH. INC.
SOLEShares152.83K
TypeSH
Market value$19.68M
2.03%
Sole
151.33K
Shared
0.00
None
1.50K
MCKESSON CORP
SOLEShares29.02K
TypeSH
Market value$19.53M
2.01%
Sole
29.02K
Shared
0.00
None
0.00
SENSATA TECH
SOLEShares798.25K
TypeSH
Market value$19.37M
2.00%
Sole
793.65K
Shared
0.00
None
4.60K
COCA COLA
SOLEShares266.55K
TypeSH
Market value$19.09M
1.97%
Sole
263.45K
Shared
0.00
None
3.10K
PFIZER INC
SOLEShares690.49K
TypeSH
Market value$17.50M
1.80%
Sole
685.88K
Shared
0.00
None
4.60K
AGCO CORP
SOLEShares186.11K
TypeSH
Market value$17.23M
1.78%
Sole
184.56K
Shared
0.00
None
1.55K
SCHWAB INTL EQUITY ETF
SOLEShares706.50K
TypeSH
Market value$13.97M
1.44%
Sole
706.50K
Shared
0.00
None
0.00
SLB
SOLEShares331.90K
TypeSH
Market value$13.87M
1.43%
Sole
330.40K
Shared
0.00
None
1.50K
VANGUARD FTSE EMERGING MARKET
SOLEShares296.02K
TypeSH
Market value$13.40M
1.38%
Sole
296.02K
Shared
0.00
None
0.00
PHILLIPS 66
SOLEShares105.24K
TypeSH
Market value$12.99M
1.34%
Sole
104.86K
Shared
0.00
None
375.00
GENTEX CORP
SOLEShares519.22K
TypeSH
Market value$12.10M
1.25%
Sole
519.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATH BSOLE | COM | 320.64K | SH | $170.77M 17.60% | 319.39K | 0.00 | 1.25K |
META PLATFORMSSOLE | COM | 104.28K | SH | $60.10M 6.20% | 103.68K | 0.00 | 600.00 |
WELLS FARGOSOLE | COM | 805.38K | SH | $57.82M 5.96% | 802.38K | 0.00 | 3K |
AMER EXPRESSSOLE | COM | 182.71K | SH | $49.16M 5.07% | 181.41K | 0.00 | 1.30K |
ALPHABET, INCSOLE | COM | 259.24K | SH | $40.50M 4.17% | 257.74K | 0.00 | 1.50K |
ACCENTURE PLCSOLE | COM | 115.57K | SH | $36.06M 3.72% | 114.77K | 0.00 | 800.00 |
MASTERCARD INCSOLE | COM | 63.48K | SH | $34.79M 3.59% | 63.03K | 0.00 | 450.00 |
JP MORGAN CHASESOLE | COM | 140.12K | SH | $34.37M 3.54% | 139.37K | 0.00 | 750.00 |
CARMAX INCSOLE | COM | 416.07K | SH | $32.42M 3.34% | 415.27K | 0.00 | 800.00 |
GARTNER INCSOLE | COM | 73.07K | SH | $30.67M 3.16% | 72.44K | 0.00 | 628.00 |
EXXON MOBILSOLE | COM | 255.55K | SH | $30.39M 3.13% | 254.35K | 0.00 | 1.20K |
ACUITY INC.SOLE | COM | 94.03K | SH | $24.76M 2.55% | 93.48K | 0.00 | 550.00 |
VERIZON COMMSOLE | COM | 469.07K | SH | $21.28M 2.19% | 465.88K | 0.00 | 3.20K |
LOEWS CORPSOLE | COM | 219.21K | SH | $20.15M 2.08% | 217.91K | 0.00 | 1.30K |
SPX TECH. INC.SOLE | COM | 152.83K | SH | $19.68M 2.03% | 151.33K | 0.00 | 1.50K |
MCKESSON CORPSOLE | COM | 29.02K | SH | $19.53M 2.01% | 29.02K | 0.00 | 0.00 |
SENSATA TECHSOLE | COM | 798.25K | SH | $19.37M 2.00% | 793.65K | 0.00 | 4.60K |
COCA COLASOLE | COM | 266.55K | SH | $19.09M 1.97% | 263.45K | 0.00 | 3.10K |
PFIZER INCSOLE | COM | 690.49K | SH | $17.50M 1.80% | 685.88K | 0.00 | 4.60K |
AGCO CORPSOLE | COM | 186.11K | SH | $17.23M 1.78% | 184.56K | 0.00 | 1.55K |
SCHWAB INTL EQUITY ETFSOLE | INTL EQTY ETF | 706.50K | SH | $13.97M 1.44% | 706.50K | 0.00 | 0.00 |
SLBSOLE | COM | 331.90K | SH | $13.87M 1.43% | 330.40K | 0.00 | 1.50K |
VANGUARD FTSE EMERGING MARKETSOLE | FTSE EMR MKT ETF | 296.02K | SH | $13.40M 1.38% | 296.02K | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 105.24K | SH | $12.99M 1.34% | 104.86K | 0.00 | 375.00 |
GENTEX CORPSOLE | COM | 519.22K | SH | $12.10M 1.25% | 519.22K | 0.00 | 0.00 |
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