SCHWERIN BOYLE CAPITAL MANAGEMENT INC

PrivateCIK: 937522
Location

SPRINGFIELD, MA

πŸ“‹ What this filing means

SCHWERIN BOYLE CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $914.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

47
Positions
$914.93M
Total AUM (reported)
9.70M
Total Shares

Allocation by class

TOTAL AUM$914.93M47 positions
COM$876.90M95.8%
INTL EQTY ETF$16.45M1.8%
FTSE EMR MKT ETF$16.04M1.8%
JP SMALLCP DIV$5.54M0.6%

Portfolio Concentration

Top 327.4%4–1028.1%11–2529.0%Rest15.5%TOP 1055.5%0%100%
Top 3$250.65M27.4%
4–10$256.76M28.1%
11–25$265.78M29.0%
Rest$141.74M15.5%

Top 3 weight

27.4%

Top 10 weight

55.5%

Voting Authority Distribution

Total shares with voting rights: 9.70M

Sole

Full voting authority

9.67M

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)

Sole47
Shared0
Other0
Dominant voting typeSole Β· 99.6% of voting shares
Institutional Holdings47
Rows:

BERKSHIRE HATH B

SOLE
COM
Shares243.50K
TypeSH
Market value$122.42M
13.38%
Sole
242.25K
Shared
0.00
None
1.25K

META PLATFORMS

SOLE
COM
Shares89.38K
TypeSH
Market value$65.64M
7.17%
Sole
88.78K
Shared
0.00
None
600.00

WELLS FARGO

SOLE
COM
Shares746.69K
TypeSH
Market value$62.59M
6.84%
Sole
743.69K
Shared
0.00
None
3K

ALPHABET, INC

SOLE
COM
Shares226.97K
TypeSH
Market value$55.28M
6.04%
Sole
225.47K
Shared
0.00
None
1.50K

AMER EXPRESS

SOLE
COM
Shares161.27K
TypeSH
Market value$53.57M
5.85%
Sole
159.97K
Shared
0.00
None
1.30K

JP MORGAN CHASE

SOLE
COM
Shares120.35K
TypeSH
Market value$37.96M
4.15%
Sole
119.60K
Shared
0.00
None
750.00

MASTERCARD INC

SOLE
COM
Shares56.03K
TypeSH
Market value$31.87M
3.48%
Sole
55.58K
Shared
0.00
None
450.00

ACUITY INC.

SOLE
COM
Shares80.68K
TypeSH
Market value$27.79M
3.04%
Sole
80.13K
Shared
0.00
None
550.00

ACCENTURE PLC

SOLE
COM
Shares102.21K
TypeSH
Market value$25.20M
2.75%
Sole
101.41K
Shared
0.00
None
800.00

SPX TECH. INC.

SOLE
COM
Shares134.33K
TypeSH
Market value$25.09M
2.74%
Sole
132.83K
Shared
0.00
None
1.50K

EXXON MOBIL

SOLE
COM
Shares217.07K
TypeSH
Market value$24.48M
2.68%
Sole
215.87K
Shared
0.00
None
1.20K

OCCIDENTAL PETROLEUM

SOLE
COM
Shares446.95K
TypeSH
Market value$21.12M
2.31%
Sole
446.95K
Shared
0.00
None
0.00

SENSATA TECH

SOLE
COM
Shares678.48K
TypeSH
Market value$20.73M
2.27%
Sole
673.88K
Shared
0.00
None
4.60K

GENTEX CORP

SOLE
COM
Shares695.72K
TypeSH
Market value$19.69M
2.15%
Sole
695.72K
Shared
0.00
None
0.00

MCKESSON CORP

SOLE
COM
Shares23.55K
TypeSH
Market value$18.19M
1.99%
Sole
23.55K
Shared
0.00
None
0.00

LOEWS CORP

SOLE
COM
Shares178.36K
TypeSH
Market value$17.91M
1.96%
Sole
177.06K
Shared
0.00
None
1.30K

VERIZON COMM

SOLE
COM
Shares399.26K
TypeSH
Market value$17.55M
1.92%
Sole
396.06K
Shared
0.00
None
3.20K

AGCO CORP

SOLE
COM
Shares162.56K
TypeSH
Market value$17.41M
1.90%
Sole
161.01K
Shared
0.00
None
1.55K

GARTNER INC

SOLE
COM
Shares64.53K
TypeSH
Market value$16.96M
1.85%
Sole
63.90K
Shared
0.00
None
628.00

CARMAX INC

SOLE
COM
Shares372.16K
TypeSH
Market value$16.70M
1.83%
Sole
371.36K
Shared
0.00
None
800.00

SCHWAB INTL EQUITY ETF

SOLE
INTL EQTY ETF
Shares706.50K
TypeSH
Market value$16.45M
1.80%
Sole
706.50K
Shared
0.00
None
0.00

VANGUARD FTSE EMERGING MARKET

SOLE
FTSE EMR MKT ETF
Shares296.02K
TypeSH
Market value$16.04M
1.75%
Sole
296.02K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares591.36K
TypeSH
Market value$15.07M
1.65%
Sole
586.76K
Shared
0.00
None
4.60K

COCA COLA

SOLE
COM
Shares220.25K
TypeSH
Market value$14.61M
1.60%
Sole
217.15K
Shared
0.00
None
3.10K

PHILLIPS 66

SOLE
COM
Shares94.85K
TypeSH
Market value$12.90M
1.41%
Sole
94.47K
Shared
0.00
None
375.00
Page 1 of 2
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 13F Holdings β€” 47 Positions | Finecho