Schwerin Boyle Capital Management Inc Portfolio Holdings

Schwerin Boyle Capital Management Inc

  • $938 Million
  • Q3 2024

Schwerin Boyle Capital Management Inc has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $938 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 $152M, Meta Platforms, Inc. with a value of $62.1M, American Express CO with a value of $52.3M, Wells Fargo & Company with a value of $47M, and Alphabet Inc. with a value of $43.8M.

Examining the 13F form we can see an decrease of $1.68M in the current position value, from $940M to 938M.

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 $938 Million
Financial Services: $354 Million
Technology: $146 Million
Communication Services: $138 Million
Industrials: $101 Million
Energy: $68.5 Million
Consumer Cyclical: $45.4 Million
Healthcare: $40.9 Million
ETFs: $31.8 Million
Other: $13.3 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.72B
$26.1 Million 2.78% of portfolio
94,655
Q3 2024 Reduced 6.82%
$6.59B
$25.1 Million 2.67% of portfolio
157,300
Q3 2024 Reduced 32.19%
$6.97B
$18.2 Million 1.93% of portfolio
185,314
Q3 2024 Added 4.56%
$4.26B
$15.9 Million 1.7% of portfolio
443,800
Q3 2024 Added 851.34%
$6.85B
$12.7 Million 1.35% of portfolio
428,000
Q3 2024 Reduced 5.52%
$2.22B
$7.37 Million 0.79% of portfolio
217,550
Q4 2023 Reduced 14.28%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $938 Million
  • Prior Value $940 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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