Schwerin Boyle Capital Management Inc Portfolio Holdings

Schwerin Boyle Capital Management Inc

  • $956 Million
  • Q4 2024

Schwerin Boyle Capital Management Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $956 Million distributed in 53 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 $148M, Meta Platforms, Inc. with a value of $63.8M, Wells Fargo & Company with a value of $58.5M, American Express CO with a value of $56.9M, and Alphabet Inc. with a value of $49.8M.

Examining the 13F form we can see an increase of $17.6M in the current position value, from $938M to 956M.

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 $956 Million
Financial Services: $375 Million
Technology: $142 Million
Communication Services: $142 Million
Industrials: $102 Million
Energy: $63.2 Million
Consumer Cyclical: $47.1 Million
Healthcare: $41.5 Million
ETFs: $30.5 Million
Other: $12.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$624B
$148 Million 15.53% of portfolio
327,474
Q4 2024 Reduced 0.59%
$1.66T
$63.8 Million 6.67% of portfolio
108,180
Q4 2024 Reduced 0.32%
$304B
$58.5 Million 6.12% of portfolio
833,213
Q4 2024 Added 0.16%
$232B
$56.9 Million 5.95% of portfolio
191,648
Q4 2024 Reduced 0.62%
$1.14T
$49.8 Million 5.21% of portfolio
261,355
Q4 2024 Reduced 0.15%
$244B
$41.1 Million 4.3% of portfolio
116,815
Q4 2024 Added 0.28%
$40.7B
$36.1 Million 3.77% of portfolio
74,415
Q4 2024 Reduced 0.32%
$811B
$35.1 Million 3.67% of portfolio
146,236
Q4 2024 Added 0.27%
$14B
$34.8 Million 3.64% of portfolio
425,205
Q4 2024 Added 0.54%
$539B
$34.2 Million 3.57% of portfolio
64,906
Q4 2024 Reduced 0.46%
$451B
$27.6 Million 2.89% of portfolio
256,475
Q4 2024 Added 0.2%
$10.6B
$27.6 Million 2.89% of portfolio
94,555
Q4 2024 Reduced 0.11%
$6.74B
$22.8 Million 2.39% of portfolio
156,900
Q4 2024 Reduced 0.25%
$3.93T
$21.3 Million 2.23% of portfolio
85,200
Q4 2024 Added 0.29%
$19.8B
$19.4 Million 2.03% of portfolio
229,275
Q4 2024 Reduced 0.39%
$172B
$19.3 Million 2.02% of portfolio
482,875
Q4 2024 Added 0.15%
$7.31B
$17.4 Million 1.82% of portfolio
186,264
Q4 2024 Added 0.51%
$85.3B
$16.5 Million 1.73% of portfolio
29,020
Q4 2023 Reduced 17.84%
$59.2B
$12.7 Million 1.32% of portfolio
330,360
Q4 2024 Added 3.05%
$4.59B
$12.5 Million 1.31% of portfolio
455,400
Q4 2024 Added 2.61%
$5.76B
$12.3 Million 1.29% of portfolio
428,000
Q3 2024 Reduced 5.52%
$61.6B
$12 Million 1.26% of portfolio
105,660
Q4 2024 Added 0.98%
$47B
$11.6 Million 1.21% of portfolio
150,205
Q4 2024 Reduced 0.86%
$44.8B
$10.7 Million 1.12% of portfolio
217,350
Q4 2024 Added 1.14%
$11.7B
$9.7 Million 1.01% of portfolio
74,199
Q4 2024 Reduced 0.45%
$156B
$9.27 Million 0.97% of portfolio
247,000
Q4 2023 Reduced 13.03%
$93.1B
$9.11 Million 0.95% of portfolio
61,150
Q4 2024 Reduced 0.49%
$3.04T
$8.84 Million 0.92% of portfolio
20,970
Q4 2024 Reduced 2.17%
$2.24B
$7.51 Million 0.79% of portfolio
217,550
Q4 2023 Reduced 14.28%
$1.67B
$7.2 Million 0.75% of portfolio
168,840
Q4 2024 Reduced 5.64%
$428M
$6.84 Million 0.72% of portfolio
582,657
Q3 2023 Added 164.18%
$90.2B
$6.69 Million 0.7% of portfolio
78,424
Q4 2024 Added 1.23%
$95.5B
$6.52 Million 0.68% of portfolio
124,715
Q3 2024 Reduced 0.74%
$29.3B
$6.28 Million 0.66% of portfolio
56,000
Q3 2024 New
$38.4B
$5.61 Million 0.59% of portfolio
30,275
Q4 2024 Reduced 0.66%
$146B
$5.11 Million 0.53% of portfolio
69,025
Q4 2024 Reduced 2.27%
$18B
$3.93 Million 0.41% of portfolio
117,000
Q3 2024 New
$29.5B
$3.31 Million 0.35% of portfolio
9,825
Q4 2024 Added 1.03%
$107B
$2.86 Million 0.3% of portfolio
57,215
Q4 2024 Reduced 0.82%
$16.4B
$2.79 Million 0.29% of portfolio
36,800
Q3 2024 New
$431B
$1.36 Million 0.14% of portfolio
2
Q3 2017 New
$34.2B
$669,000 0.07% of portfolio
3,533
Q4 2024 Added 0.14%
$115B
$255,000 0.03% of portfolio
4,511
Q3 2024 Reduced 17.4%
$1.9B
$208,000 0.02% of portfolio
15,988
Q4 2024 Added 0.59%
-
$0 0.0% of portfolio
-
Q4 2024 Added 50.0%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $956 Million
  • Prior Value $938 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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