SCHWERIN BOYLE CAPITAL MANAGEMENT INC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$912.7M
Holdings
46
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATH B | 241,158 | $121.2M | 13.28% | |
| 2 | GOOGALPHABET, INC | 222,044 | $69.7M | 7.63% | |
| 3 | WFCWELLS FARGO | 741,252 | $69.1M | 7.57% | |
| 4 | AXPAMER EXPRESS | 159,329 | $58.9M | 6.46% | |
| 5 | METAMETA PLATFORMS | 88,617 | $58.5M | 6.41% | |
| 6 | JPMJP MORGAN CHASE | 119,543 | $38.5M | 4.22% | |
| 7 | MAMASTERCARD INC | 55,750 | $31.8M | 3.49% | |
| 8 | AYIACUITY INC. | 79,918 | $28.8M | 3.15% | |
| 9 | ACNACCENTURE PLC | 101,784 | $27.3M | 2.99% | |
| 10 | SPXCSPX TECH. INC. | 132,450 | $26.5M | 2.90% | |
| 11 | XOMEXXON MOBIL | 215,592 | $25.9M | 2.84% | |
| 12 | STSENSATA TECH | 672,875 | $22.4M | 2.45% | |
| 13 | MCKMCKESSON CORP | 23,550 | $19.3M | 2.12% | |
| 14 | LLOEWS CORP | 177,451 | $18.7M | 2.05% | |
| 15 | SCHFSCHWAB INTL EQUITY ETF | 706,500 | $17.0M | 1.86% | |
| 16 | AGCOAGCO CORP | 162,139 | $16.9M | 1.85% | |
| 17 | BACVERIZON COMM | 398,864 | $16.2M | 1.78% | |
| 18 | GNTXGENTEX CORP | 695,718 | $16.2M | 1.77% | |
| 19 | ITGARTNER INC | 64,001 | $16.1M | 1.77% | |
| 20 | VWOVANGUARD FTSE EMERGING MARKET | 296,020 | $15.9M | 1.74% | |
| 21 | KOCOCA COLA | 220,250 | $15.4M | 1.69% | |
| 22 | PFEPFIZER INC | 584,768 | $14.6M | 1.60% | |
| 23 | CTSHCOGNIZANT TECH | 147,705 | $12.3M | 1.34% | |
| 24 | PSXPHILLIPS 66 | 94,491 | $12.2M | 1.34% | |
| 25 | DGDOLLAR GENERAL | 85,201 | $11.3M | 1.24% | |
| 26 | OXYOCCIDENTAL PETROLEUM | 274,388 | $11.3M | 1.24% | |
| 27 | ALLEALLEGION PLC | 68,340 | $10.9M | 1.19% | |
| 28 | FISVFISERV INC | 158,800 | $10.7M | 1.17% | |
| 29 | SLBSLB | 275,345 | $10.6M | 1.16% | |
| 30 | XMTRXOMETRY INC-A | 168,840 | $10.0M | 1.10% | |
| 31 | AEBIAEBI-SCHMIDT | 774,059 | $9.8M | 1.07% | |
| 32 | ABGCENCORA INC | 27,225 | $9.2M | 1.01% | |
| 33 | MSFTMICROSOFT | 18,400 | $8.9M | 0.97% | |
| 34 | ICEINTERCONT'L EXCH | 52,975 | $8.6M | 0.94% | |
| 35 | LUVSOUTHWEST AIR | 205,600 | $8.5M | 0.93% | |
| 36 | FWONALIBERTY MED FORM 1 | 74,975 | $7.4M | 0.81% | |
| 37 | EVTCEVERTEC, INC | 217,550 | $6.3M | 0.69% | |
| 38 | PYPLPAYPAL HOLDINGS | 100,388 | $5.9M | 0.64% | |
| 39 | DFJWISDOMTREE JPN S | 58,470 | $5.6M | 0.62% | |
| 40 | BUDANHEUSER BUSCH | 43,727 | $2.8M | 0.31% | |
| 41 | LLYVALIBERTY LIVE A | 32,567 | $2.7M | 0.29% | |
| 42 | BRK-BBERKSHIRE HATH A | 2 | $1.5M | 0.17% | |
| 43 | WABWABTEC CORP | 2,992 | $638K | 0.07% | |
| 44 | LLYVKLIBERTY LIVE C | 3,430 | $285K | 0.03% | |
| 45 | IBMINTL BUS MACHINES | 750 | $222K | 0.02% | |
| 46 | DNOWNOW INC | 12,684 | $168K | 0.02% |