SCHWERIN BOYLE CAPITAL MANAGEMENT INC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$970.1M
Holdings
53
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATH B | 320,642 | $170.8M | 17.60% | |
| 2 | METAMETA PLATFORMS | 104,281 | $60.1M | 6.20% | |
| 3 | WFCWELLS FARGO | 805,377 | $57.8M | 5.96% | |
| 4 | AXPAMER EXPRESS | 182,714 | $49.2M | 5.07% | |
| 5 | GOOGALPHABET, INC | 259,235 | $40.5M | 4.17% | |
| 6 | ACNACCENTURE PLC | 115,574 | $36.1M | 3.72% | |
| 7 | MAMASTERCARD INC | 63,480 | $34.8M | 3.59% | |
| 8 | JPMJP MORGAN CHASE | 140,118 | $34.4M | 3.54% | |
| 9 | KMXCARMAX INC | 416,069 | $32.4M | 3.34% | |
| 10 | ITGARTNER INC | 73,066 | $30.7M | 3.16% | |
| 11 | XOMEXXON MOBIL | 255,549 | $30.4M | 3.13% | |
| 12 | AYIACUITY INC. | 94,030 | $24.8M | 2.55% | |
| 13 | BACVERIZON COMM | 469,075 | $21.3M | 2.19% | |
| 14 | LLOEWS CORP | 219,209 | $20.1M | 2.08% | |
| 15 | SPXCSPX TECH. INC. | 152,830 | $19.7M | 2.03% | |
| 16 | MCKMCKESSON CORP | 29,020 | $19.5M | 2.01% | |
| 17 | STSENSATA TECH | 798,250 | $19.4M | 2.00% | |
| 18 | KOCOCA COLA | 266,550 | $19.1M | 1.97% | |
| 19 | PFEPFIZER INC | 690,485 | $17.5M | 1.80% | |
| 20 | AGCOAGCO CORP | 186,112 | $17.2M | 1.78% | |
| 21 | SCHFSCHWAB INTL EQUITY ETF | 706,500 | $14.0M | 1.44% | |
| 22 | SLBSLB | 331,902 | $13.9M | 1.43% | |
| 23 | VWOVANGUARD FTSE EMERGING MARKET | 296,020 | $13.4M | 1.38% | |
| 24 | PSXPHILLIPS 66 | 105,236 | $13.0M | 1.34% | |
| 25 | GNTXGENTEX CORP | 519,218 | $12.1M | 1.25% | |
| 26 | CTSHCOGNIZANT TECH | 150,205 | $11.5M | 1.18% | |
| 27 | OXYOCCIDENTAL PETROLEUM | 217,350 | $10.7M | 1.11% | |
| 28 | ALLEALLEGION PLC | 74,023 | $9.7M | 1.00% | |
| 29 | ICEINTERCONT'L EXCH | 55,650 | $9.6M | 0.99% | |
| 30 | CMCSACOMCAST CORP-A | 247,000 | $9.1M | 0.94% | |
| 31 | ABGCENCORA INC | 30,275 | $8.4M | 0.87% | |
| 32 | FWONALIBERTY MED FORM 1 | 88,973 | $8.0M | 0.83% | |
| 33 | EVTCEVERTEC, INC | 217,550 | $8.0M | 0.82% | |
| 34 | MSFTMICROSOFT | 20,360 | $7.6M | 0.79% | |
| 35 | DGDOLLAR GENERAL | 85,201 | $7.5M | 0.77% | |
| 36 | MOALTRIA GROUP INC | 124,715 | $7.5M | 0.77% | |
| 37 | SHYFSHYFT GROUP | 830,888 | $6.7M | 0.69% | |
| 38 | PYPLPAYPAL HOLDINGS | 93,383 | $6.1M | 0.63% | |
| 39 | GPNGLOBAL PAYMENTS | 56,000 | $5.5M | 0.57% | |
| 40 | EWJVI SHARES JP VAL | 142,500 | $4.7M | 0.49% | |
| 41 | DFJWISDOMTREE JPN S | 58,470 | $4.6M | 0.48% | |
| 42 | XMTRXOMETRY INC-A | 168,840 | $4.2M | 0.43% | |
| 43 | LUVSOUTHWEST AIR | 117,000 | $3.9M | 0.40% | |
| 44 | BUDANHEUSER BUSCH ADR | 52,761 | $3.2M | 0.33% | |
| 45 | AKXANSYS INC | 9,791 | $3.1M | 0.32% | |
| 46 | SIRISIRIUS XM HLDGS | 118,963 | $2.7M | 0.28% | |
| 47 | FWONALIBERTY LIVE A | 35,551 | $2.4M | 0.25% | |
| 48 | BRK-BBERKSHIRE HATH A | 2 | $1.6M | 0.16% | |
| 49 | WABWABTEC CORP | 3,529 | $639K | 0.07% | |
| 50 | FWONALIBERTY LIVE C | 4,317 | $294K | 0.03% | |
| 51 | BMYBRISTOL MYERS | 4,511 | $275K | 0.03% | |
| 52 | DNOWNOW INC | 15,334 | $261K | 0.03% | |
| 53 | AAPLAPPLE INC | 1,007 | $223K | 0.02% |