Schwerin Boyle Capital Management Inc Portfolio Holdings

Schwerin Boyle Capital Management Inc

  • $880 Million
  • Q2 2025

Schwerin Boyle Capital Management Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $880 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $120M, Meta Platforms, Inc. with a value of $67.9M, Wells Fargo & Company with a value of $60.1M, American Express CO with a value of $51.6M, and Alphabet Inc. with a value of $41.2M.

Examining the 13F form we can see an decrease of $69.4M in the current position value, from $949M to 880M.

Schwerin Boyle Capital Management Inc is based out at Springfield, MA

Below you can find more details about Schwerin Boyle Capital Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $880 Million
Financial Services: $335 Million
Communication Services: $136 Million
Technology: $110 Million
Industrials: $94.4 Million
Energy: $54.5 Million
Consumer Cyclical: $41.1 Million
Healthcare: $37.3 Million
Consumer Defensive: $36.3 Million
Other: $35.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$120 Million 13.69% of portfolio
247,868
Q2 2025 Reduced 22.7%
$1.78T
$67.9 Million 7.72% of portfolio
92,006
Q2 2025 Reduced 11.77%
$302B
$60.1 Million 6.83% of portfolio
749,842
Q2 2025 Reduced 6.9%
$227B
$51.6 Million 5.87% of portfolio
161,834
Q2 2025 Reduced 11.43%
$1.24T
$41.2 Million 4.68% of portfolio
232,098
Q2 2025 Reduced 10.47%
$859B
$36.1 Million 4.11% of portfolio
124,625
Q2 2025 Reduced 11.06%
$548B
$31.7 Million 3.61% of portfolio
56,496
Q2 2025 Reduced 11.0%
$150B
$30.7 Million 3.49% of portfolio
102,809
Q2 2025 Reduced 11.04%
$18.1B
$26.3 Million 2.99% of portfolio
65,090
Q2 2025 Reduced 10.92%
$8.95B
$25.8 Million 2.94% of portfolio
384,394
Q2 2025 Reduced 7.61%
$10.4B
$24.5 Million 2.78% of portfolio
82,105
Q2 2025 Reduced 12.68%
$442B
$24.1 Million 2.74% of portfolio
223,224
Q2 2025 Reduced 12.65%
$8.64B
$23.2 Million 2.64% of portfolio
138,530
Q2 2025 Reduced 9.36%
$4.81B
$20.8 Million 2.37% of portfolio
692,100
Q2 2025 Reduced 13.3%
$182B
$17.5 Million 1.99% of portfolio
405,325
Q2 2025 Reduced 13.59%
$22.5B
$17.4 Million 1.97% of portfolio
189,384
Q2 2025 Reduced 13.61%
$8.28B
$17.1 Million 1.95% of portfolio
165,987
Q2 2025 Reduced 10.81%
$306B
$16.1 Million 1.83% of portfolio
228,150
Q2 2025 Reduced 14.41%
$0
$15.6 Million 1.77% of portfolio
706,500
Q4 2024 Added 100.0%
$6.39B
$15.3 Million 1.74% of portfolio
695,718
Q2 2025 Added 33.99%
$0
$14.6 Million 1.66% of portfolio
296,020
Q4 2023 Reduced 13.0%
$138B
$14.6 Million 1.66% of portfolio
601,585
Q2 2025 Reduced 12.88%
$57.7B
$11.6 Million 1.32% of portfolio
97,322
Q2 2025 Reduced 7.52%
$35.6B
$11.5 Million 1.31% of portfolio
147,705
Q2 2025 Reduced 1.66%
$14.6B
$10 Million 1.14% of portfolio
69,704
Q2 2025 Reduced 5.83%
$102B
$9.74 Million 1.11% of portfolio
53,100
Q2 2025 Reduced 4.58%
$26B
$9.75 Million 1.11% of portfolio
85,201
Q1 2025 Added 131.52%
$3.95T
$9.6 Million 1.09% of portfolio
19,290
Q2 2025 Reduced 5.26%
$46.7B
$9.53 Million 1.08% of portfolio
281,827
Q2 2025 Reduced 15.09%
$440M
$9.33 Million 1.06% of portfolio
744,170
Q2 2025 Reduced 10.44%
$41.1B
$9.13 Million 1.04% of portfolio
217,350
Q4 2024 Added 1.14%
$141B
$8.82 Million 1.0% of portfolio
247,000
Q4 2023 Reduced 13.03%
$2.41B
$7.84 Million 0.89% of portfolio
217,550
Q4 2023 Reduced 14.28%
$118B
$6.96 Million 0.79% of portfolio
118,715
Q2 2025 Reduced 4.81%
$78.6B
$6.46 Million 0.73% of portfolio
86,859
Q2 2025 Reduced 6.99%
$2.12B
$5.71 Million 0.65% of portfolio
168,840
Q4 2024 Reduced 5.64%
$38.4B
$5.5 Million 0.63% of portfolio
29,725
Q2 2025 Reduced 1.82%
$0
$5.01 Million 0.57% of portfolio
58,470
Q4 2024 Added 49.92%
$18.2B
$3.8 Million 0.43% of portfolio
117,000
Q3 2024 New
$124B
$3.44 Million 0.39% of portfolio
50,111
Q2 2025 Reduced 5.02%
$32.6B
$3.18 Million 0.36% of portfolio
9,066
Q2 2025 Reduced 7.4%
$423B
$1.46 Million 0.17% of portfolio
2
Q3 2017 New
$35.1B
$647,000 0.07% of portfolio
3,093
Q2 2025 Reduced 12.35%
$1.64B
$194,000 0.02% of portfolio
13,098
Q2 2025 Reduced 14.58%
$8.04B
$206,000 0.02% of portfolio
2,100
Q2 2025 New
$3.69T
$206,000 0.02% of portfolio
1,007
Q1 2025 Reduced 98.82%
Sirius Xm Hldgs
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 14.21%
Liberty Med Form 1
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 9.78%
Liberty Live C
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 15.31%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $880 Million
  • Prior Value $949 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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