SCHWERIN BOYLE CAPITAL MANAGEMENT INC
CIK: 0000937522SEC EDGAR →
Portfolio Value
$912.7M
Holdings
46
As of
Q4 2025
New Positions
45
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATH B | 241,158 | $121.2M | 13.28% |
| 2 | ALPHABET, INC | 222,044 | $69.7M | 7.63% |
| 3 | WELLS FARGO | 741,252 | $69.1M | 7.57% |
| 4 | AMER EXPRESS | 159,329 | $58.9M | 6.46% |
| 5 | META PLATFORMS | 88,617 | $58.5M | 6.41% |
| 6 | JP MORGAN CHASE | 119,543 | $38.5M | 4.22% |
| 7 | MASTERCARD INC | 55,750 | $31.8M | 3.49% |
| 8 | ACUITY INC. | 79,918 | $28.8M | 3.15% |
| 9 | ACCENTURE PLC | 101,784 | $27.3M | 2.99% |
| 10 | SPX TECH. INC. | 132,450 | $26.5M | 2.90% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 11 | $286.3M | 31.4% |
| Communication Services | 5 | $138.5M | 15.2% |
| Unknown | 2 | $122.7M | 13.4% |
| Industrials | 8 | $112.0M | 12.3% |
| Technology | 8 | $104.2M | 11.4% |
| Energy | 5 | $60.2M | 6.6% |
| Healthcare | 2 | $33.9M | 3.7% |
| Consumer Defensive | 3 | $29.5M | 3.2% |
| Consumer Cyclical | 2 | $25.4M | 2.8% |