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 46 equity positions with a total reported market value of $912.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

46
Positions
$912.70M
Total AUM (reported)
9.06M
Total Shares

Allocation by class

TOTAL AUM$912.70M46 positions
COM$912.70M100.0%

Portfolio Concentration

Top 328.5%4–1029.6%11–2527.4%Rest14.5%TOP 1058.1%0%100%
Top 3$259.98M28.5%
4–10$270.36M29.6%
11–25$250.47M27.4%
Rest$131.89M14.5%

Top 3 weight

28.5%

Top 10 weight

58.1%

Voting Authority Distribution

Total shares with voting rights: 9.06M

Sole

Full voting authority

9.02M

shares

% of voting shares99.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

34.91K

shares

% of voting shares0.4%

Investment Discretion (by position count)

Sole46
Shared0
Other0
Dominant voting typeSole Β· 99.6% of voting shares
Institutional Holdings46
Rows:

BERKSHIRE HATH B

SOLE
COM
Shares241.16K
TypeSH
Market value$121.22M
13.28%
Sole
239.91K
Shared
0.00
None
1.25K

ALPHABET, INC

SOLE
COM
Shares222.04K
TypeSH
Market value$69.68M
7.63%
Sole
220.54K
Shared
0.00
None
1.50K

WELLS FARGO

SOLE
COM
Shares741.25K
TypeSH
Market value$69.08M
7.57%
Sole
738.25K
Shared
0.00
None
3K

AMER EXPRESS

SOLE
COM
Shares159.33K
TypeSH
Market value$58.94M
6.46%
Sole
158.03K
Shared
0.00
None
1.30K

META PLATFORMS

SOLE
COM
Shares88.62K
TypeSH
Market value$58.50M
6.41%
Sole
88.02K
Shared
0.00
None
600.00

JP MORGAN CHASE

SOLE
COM
Shares119.54K
TypeSH
Market value$38.52M
4.22%
Sole
118.79K
Shared
0.00
None
750.00

MASTERCARD INC

SOLE
COM
Shares55.75K
TypeSH
Market value$31.83M
3.49%
Sole
55.30K
Shared
0.00
None
450.00

ACUITY INC.

SOLE
COM
Shares79.92K
TypeSH
Market value$28.77M
3.15%
Sole
79.37K
Shared
0.00
None
550.00

ACCENTURE PLC

SOLE
COM
Shares101.78K
TypeSH
Market value$27.31M
2.99%
Sole
100.98K
Shared
0.00
None
800.00

SPX TECH. INC.

SOLE
COM
Shares132.45K
TypeSH
Market value$26.50M
2.90%
Sole
130.95K
Shared
0.00
None
1.50K

EXXON MOBIL

SOLE
COM
Shares215.59K
TypeSH
Market value$25.94M
2.84%
Sole
214.39K
Shared
0.00
None
1.20K

SENSATA TECH

SOLE
COM
Shares672.88K
TypeSH
Market value$22.40M
2.45%
Sole
668.27K
Shared
0.00
None
4.60K

MCKESSON CORP

SOLE
COM
Shares23.55K
TypeSH
Market value$19.32M
2.12%
Sole
23.55K
Shared
0.00
None
0.00

LOEWS CORP

SOLE
COM
Shares177.45K
TypeSH
Market value$18.69M
2.05%
Sole
176.15K
Shared
0.00
None
1.30K

SCHWAB INTL EQUITY ETF

SOLE
COM
Shares706.50K
TypeSH
Market value$16.98M
1.86%
Sole
706.50K
Shared
0.00
None
0.00

AGCO CORP

SOLE
COM
Shares162.14K
TypeSH
Market value$16.91M
1.85%
Sole
160.59K
Shared
0.00
None
1.55K

VERIZON COMM

SOLE
COM
Shares398.86K
TypeSH
Market value$16.25M
1.78%
Sole
395.66K
Shared
0.00
None
3.20K

GENTEX CORP

SOLE
COM
Shares695.72K
TypeSH
Market value$16.19M
1.77%
Sole
695.72K
Shared
0.00
None
0.00

GARTNER INC

SOLE
COM
Shares64K
TypeSH
Market value$16.15M
1.77%
Sole
63.37K
Shared
0.00
None
628.00

VANGUARD FTSE EMERGING MARKET

SOLE
COM
Shares296.02K
TypeSH
Market value$15.91M
1.74%
Sole
296.02K
Shared
0.00
None
0.00

COCA COLA

SOLE
COM
Shares220.25K
TypeSH
Market value$15.40M
1.69%
Sole
217.15K
Shared
0.00
None
3.10K

PFIZER INC

SOLE
COM
Shares584.77K
TypeSH
Market value$14.56M
1.60%
Sole
580.17K
Shared
0.00
None
4.60K

COGNIZANT TECH

SOLE
COM
Shares147.71K
TypeSH
Market value$12.26M
1.34%
Sole
147.71K
Shared
0.00
None
0.00

PHILLIPS 66

SOLE
COM
Shares94.49K
TypeSH
Market value$12.19M
1.34%
Sole
94.12K
Shared
0.00
None
375.00

DOLLAR GENERAL

SOLE
COM
Shares85.20K
TypeSH
Market value$11.31M
1.24%
Sole
85.20K
Shared
0.00
None
0.00
Page 1 of 2
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 13F Holdings β€” 46 Positions | Finecho