SCHWERIN BOYLE CAPITAL MANAGEMENT INC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$974.9M
Holdings
53
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATH B | 327,474 | $148.4M | 15.23% | |
| 2 | METAMETA PLATFORMS | 108,180 | $63.3M | 6.50% | |
| 3 | WFCWELLS FARGO | 833,213 | $58.5M | 6.00% | |
| 4 | AXPAMER EXPRESS | 191,648 | $56.9M | 5.83% | |
| 5 | GOOGALPHABET, INC | 261,355 | $49.8M | 5.11% | |
| 6 | ACNACCENTURE PLC | 116,815 | $41.1M | 4.22% | |
| 7 | ITGARTNER INC | 74,415 | $36.1M | 3.70% | |
| 8 | JPMJP MORGAN CHASE | 146,236 | $35.1M | 3.60% | |
| 9 | KMXCARMAX INC | 425,205 | $34.8M | 3.57% | |
| 10 | MAMASTERCARD INC | 64,906 | $34.2M | 3.51% | |
| 11 | AYIACUITY BRANDS | 94,555 | $27.6M | 2.83% | |
| 12 | XOMEXXON MOBIL | 256,475 | $27.6M | 2.83% | |
| 13 | SPXCSPX TECH. INC. | 156,900 | $22.8M | 2.34% | |
| 14 | AAPLAPPLE INC | 85,200 | $21.3M | 2.19% | |
| 15 | LLOEWS CORP | 229,275 | $19.4M | 1.99% | |
| 16 | BACVERIZON COMM | 482,875 | $19.3M | 1.98% | |
| 17 | PFEPFIZER INC | 719,425 | $19.1M | 1.96% | |
| 18 | AGCOAGCO CORP | 186,264 | $17.4M | 1.79% | |
| 19 | MCKMCKESSON CORP | 29,020 | $16.5M | 1.70% | |
| 20 | SCHFSCHWAB INTL EQUITY ETF | 706,500 | $13.1M | 1.34% | |
| 21 | VWOVANGUARD FTSE EMERGING MARKET | 296,020 | $13.0M | 1.34% | |
| 22 | SLBSLB | 330,360 | $12.7M | 1.30% | |
| 23 | STSENSATA TECH | 455,400 | $12.5M | 1.28% | |
| 24 | GNTXGENTEX CORP | 428,000 | $12.3M | 1.26% | |
| 25 | PSXPHILLIPS 66 | 105,660 | $12.0M | 1.23% | |
| 26 | CTSHCOGNIZANT TECH | 150,205 | $11.6M | 1.18% | |
| 27 | OXYOCCIDENTAL PETROLEUM | 217,350 | $10.7M | 1.10% | |
| 28 | ALLEALLEGION PLC | 74,199 | $9.7M | 0.99% | |
| 29 | CMCSACOMCAST CORP-A | 247,000 | $9.3M | 0.95% | |
| 30 | ICEINTERCONT'L EXCH | 61,150 | $9.1M | 0.93% | |
| 31 | MSFTMICROSOFT | 20,970 | $8.8M | 0.91% | |
| 32 | FWONALIBERTY MED FORM 1 | 89,373 | $8.3M | 0.85% | |
| 33 | EVTCEVERTEC, INC | 217,550 | $7.5M | 0.77% | |
| 34 | XMTRXOMETRY INC-A | 168,840 | $7.2M | 0.74% | |
| 35 | SHYFSHYFT GROUP | 582,657 | $6.8M | 0.70% | |
| 36 | ABGCENCORA INC | 30,275 | $6.8M | 0.70% | |
| 37 | PYPLPAYPAL HOLDINGS | 78,424 | $6.7M | 0.69% | |
| 38 | MOALTRIA GROUP INC | 124,715 | $6.5M | 0.67% | |
| 39 | GPNGLOBAL PAYMENTS | 56,000 | $6.3M | 0.64% | |
| 40 | SCHWCHARLES SCHWAB | 69,025 | $5.1M | 0.52% | |
| 41 | EWJVI SHARES JP VAL | 142,500 | $4.5M | 0.46% | |
| 42 | DFJWISDOMTREE JPN S | 58,470 | $4.4M | 0.45% | |
| 43 | LUVSOUTHWEST AIR | 117,000 | $3.9M | 0.40% | |
| 44 | AKXANSYS INC | 9,825 | $3.3M | 0.34% | |
| 45 | BUDANHEUSER BUSCH ADR | 57,215 | $2.9M | 0.29% | |
| 46 | DGDOLLAR GENERAL | 36,800 | $2.8M | 0.29% | |
| 47 | SIRISIRIUS XM HLDGS | 120,103 | $2.7M | 0.28% | |
| 48 | FWONALIBERTY LIVE A | 35,551 | $2.4M | 0.24% | |
| 49 | BRK-BBERKSHIRE HATH A | 2 | $1.4M | 0.14% | |
| 50 | WABWABTEC CORP | 3,533 | $669K | 0.07% | |
| 51 | FWONALIBERTY LIVE C | 4,317 | $293K | 0.03% | |
| 52 | BMYBRISTOL MYERS | 4,511 | $255K | 0.03% | |
| 53 | DNOWNOW INC | 15,988 | $208K | 0.02% |