Filed: 8/14/2025ACC: 0001376474-25-000745
📋 What this filing means
SCHWERIN BOYLE CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $897.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$897.01M
Total AUM (reported)
9.72M
Total Shares
Allocation by class
COM$861.75M96.1%
INTL EQTY ETF$15.61M1.7%
FTSE EMR MKT ETF$14.64M1.6%
JP SMALLCP DIV$5.01M0.6%
Portfolio Concentration
Top 3$248.39M27.7%
4–10$243.55M27.2%
11–25$261.32M29.1%
Rest$143.76M16.0%
Top 3 weight
27.7%
Top 10 weight
54.8%
Voting Authority Distribution
Total shares with voting rights: 9.72M
Sole
Full voting authority
9.69M
shares
% of voting shares99.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
35.72K
shares
% of voting shares0.4%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeSole · 99.6% of voting shares
Institutional Holdings51
Rows:
BERKSHIRE HATH B
SOLEShares247.87K
TypeSH
Market value$120.41M
13.42%
Sole
246.62K
Shared
0.00
None
1.25K
META PLATFORMS
SOLEShares92.01K
TypeSH
Market value$67.91M
7.57%
Sole
91.41K
Shared
0.00
None
600.00
WELLS FARGO
SOLEShares749.84K
TypeSH
Market value$60.08M
6.70%
Sole
746.84K
Shared
0.00
None
3K
AMER EXPRESS
SOLEShares161.83K
TypeSH
Market value$51.62M
5.75%
Sole
160.53K
Shared
0.00
None
1.30K
ALPHABET, INC
SOLEShares232.10K
TypeSH
Market value$41.17M
4.59%
Sole
230.60K
Shared
0.00
None
1.50K
JP MORGAN CHASE
SOLEShares124.63K
TypeSH
Market value$36.13M
4.03%
Sole
123.88K
Shared
0.00
None
750.00
MASTERCARD INC
SOLEShares56.50K
TypeSH
Market value$31.75M
3.54%
Sole
56.05K
Shared
0.00
None
450.00
ACCENTURE PLC
SOLEShares102.81K
TypeSH
Market value$30.73M
3.43%
Sole
102.01K
Shared
0.00
None
800.00
GARTNER INC
SOLEShares65.09K
TypeSH
Market value$26.31M
2.93%
Sole
64.46K
Shared
0.00
None
628.00
CARMAX INC
SOLEShares384.39K
TypeSH
Market value$25.84M
2.88%
Sole
383.59K
Shared
0.00
None
800.00
ACUITY INC.
SOLEShares82.11K
TypeSH
Market value$24.50M
2.73%
Sole
81.56K
Shared
0.00
None
550.00
EXXON MOBIL
SOLEShares223.22K
TypeSH
Market value$24.06M
2.68%
Sole
222.02K
Shared
0.00
None
1.20K
SPX TECH. INC.
SOLEShares138.53K
TypeSH
Market value$23.23M
2.59%
Sole
137.03K
Shared
0.00
None
1.50K
SENSATA TECH
SOLEShares692.10K
TypeSH
Market value$20.84M
2.32%
Sole
687.50K
Shared
0.00
None
4.60K
VERIZON COMM
SOLEShares405.32K
TypeSH
Market value$17.54M
1.96%
Sole
402.13K
Shared
0.00
None
3.20K
LOEWS CORP
SOLEShares189.38K
TypeSH
Market value$17.36M
1.94%
Sole
188.08K
Shared
0.00
None
1.30K
MCKESSON CORP
SOLEShares23.55K
TypeSH
Market value$17.26M
1.92%
Sole
23.55K
Shared
0.00
None
0.00
AGCO CORP
SOLEShares165.99K
TypeSH
Market value$17.12M
1.91%
Sole
164.44K
Shared
0.00
None
1.55K
COCA COLA
SOLEShares228.15K
TypeSH
Market value$16.14M
1.80%
Sole
225.05K
Shared
0.00
None
3.10K
SCHWAB INTL EQUITY ETF
SOLEShares706.50K
TypeSH
Market value$15.61M
1.74%
Sole
706.50K
Shared
0.00
None
0.00
GENTEX CORP
SOLEShares695.72K
TypeSH
Market value$15.30M
1.71%
Sole
695.72K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKET
SOLEShares296.02K
TypeSH
Market value$14.64M
1.63%
Sole
296.02K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares601.59K
TypeSH
Market value$14.58M
1.63%
Sole
596.99K
Shared
0.00
None
4.60K
PHILLIPS 66
SOLEShares97.32K
TypeSH
Market value$11.61M
1.29%
Sole
96.95K
Shared
0.00
None
375.00
COGNIZANT TECH
SOLEShares147.71K
TypeSH
Market value$11.53M
1.28%
Sole
147.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATH BSOLE | COM | 247.87K | SH | $120.41M 13.42% | 246.62K | 0.00 | 1.25K |
META PLATFORMSSOLE | COM | 92.01K | SH | $67.91M 7.57% | 91.41K | 0.00 | 600.00 |
WELLS FARGOSOLE | COM | 749.84K | SH | $60.08M 6.70% | 746.84K | 0.00 | 3K |
AMER EXPRESSSOLE | COM | 161.83K | SH | $51.62M 5.75% | 160.53K | 0.00 | 1.30K |
ALPHABET, INCSOLE | COM | 232.10K | SH | $41.17M 4.59% | 230.60K | 0.00 | 1.50K |
JP MORGAN CHASESOLE | COM | 124.63K | SH | $36.13M 4.03% | 123.88K | 0.00 | 750.00 |
MASTERCARD INCSOLE | COM | 56.50K | SH | $31.75M 3.54% | 56.05K | 0.00 | 450.00 |
ACCENTURE PLCSOLE | COM | 102.81K | SH | $30.73M 3.43% | 102.01K | 0.00 | 800.00 |
GARTNER INCSOLE | COM | 65.09K | SH | $26.31M 2.93% | 64.46K | 0.00 | 628.00 |
CARMAX INCSOLE | COM | 384.39K | SH | $25.84M 2.88% | 383.59K | 0.00 | 800.00 |
ACUITY INC.SOLE | COM | 82.11K | SH | $24.50M 2.73% | 81.56K | 0.00 | 550.00 |
EXXON MOBILSOLE | COM | 223.22K | SH | $24.06M 2.68% | 222.02K | 0.00 | 1.20K |
SPX TECH. INC.SOLE | COM | 138.53K | SH | $23.23M 2.59% | 137.03K | 0.00 | 1.50K |
SENSATA TECHSOLE | COM | 692.10K | SH | $20.84M 2.32% | 687.50K | 0.00 | 4.60K |
VERIZON COMMSOLE | COM | 405.32K | SH | $17.54M 1.96% | 402.13K | 0.00 | 3.20K |
LOEWS CORPSOLE | COM | 189.38K | SH | $17.36M 1.94% | 188.08K | 0.00 | 1.30K |
MCKESSON CORPSOLE | COM | 23.55K | SH | $17.26M 1.92% | 23.55K | 0.00 | 0.00 |
AGCO CORPSOLE | COM | 165.99K | SH | $17.12M 1.91% | 164.44K | 0.00 | 1.55K |
COCA COLASOLE | COM | 228.15K | SH | $16.14M 1.80% | 225.05K | 0.00 | 3.10K |
SCHWAB INTL EQUITY ETFSOLE | INTL EQTY ETF | 706.50K | SH | $15.61M 1.74% | 706.50K | 0.00 | 0.00 |
GENTEX CORPSOLE | COM | 695.72K | SH | $15.30M 1.71% | 695.72K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETSOLE | FTSE EMR MKT ETF | 296.02K | SH | $14.64M 1.63% | 296.02K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 601.59K | SH | $14.58M 1.63% | 596.99K | 0.00 | 4.60K |
PHILLIPS 66SOLE | COM | 97.32K | SH | $11.61M 1.29% | 96.95K | 0.00 | 375.00 |
COGNIZANT TECHSOLE | COM | 147.71K | SH | $11.53M 1.28% | 147.71K | 0.00 | 0.00 |
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