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Size ($ in 1000's)
At 12/31/2023: $893,954
At 09/30/2023: $851,762
Schwerin Boyle Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Schwerin Boyle Capital Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Schwerin Boyle Capital Management Inc. top holdings by largest position size, as per the latest 13f filing made by Schwerin Boyle Capital Management Inc..
In the Schwerin Boyle Capital Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Schwerin Boyle Capital Management Inc. in that top holding, then the share count change between reporting periods, and finally the Schwerin Boyle Capital Management Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATH B |
|
|
$125,960 | | BRK.B | 350,124 | -17,925 | $124,875 | | BRK.A | 2 | UNCH | $1,085 | | META PLATFORMS |
165,890 |
-8,755 |
$58,718 | | META | 165,890 | -8,755 | $58,718 | | AMER EXPRESS |
260,735 |
-639 |
$48,846 | | AXP | 260,735 | -639 | $48,846 | | ACCENTURE PLC |
124,150 |
-1,850 |
$43,565 | | ACN | 124,150 | -1,850 | $43,565 | | WELLS FARGO |
883,434 |
-55,850 |
$43,483 | | WFC | 883,434 | -55,850 | $43,483 | | ALPHABET INC |
287,430 |
-1,275 |
$40,508 | | GOOG | 287,430 | -1,275 | $40,508 | | GARTNER INC |
81,087 |
-593 |
$36,579 | | IT | 81,087 | -593 | $36,579 | | CARMAX INC |
445,680 |
-19,175 |
$34,201 | | KMX | 445,680 | -19,175 | $34,201 | | APPLE INC |
172,565 |
-16,335 |
$33,224 | | AAPL | 172,565 | -16,335 | $33,224 | | MASTERCARD INC |
71,106 |
-675 |
$30,327 | | MA | 71,106 | -675 | $30,327 | | EXXON MOBIL |
275,475 |
-285 |
$27,542 | | XOM | 275,475 | -285 | $27,542 | | JP MORGAN CHASE |
156,418 |
UNCH |
$26,607 | | JPM | 156,418 | UNCH | $26,607 | | SPX TECH. INC. |
239,840 |
-1,150 |
$24,226 | | SPXC | 239,840 | -1,150 | $24,226 | | AGCO CORP |
177,390 |
UNCH |
$21,537 | | AGCO | 177,390 | UNCH | $21,537 | | ACUITY BRANDS |
101,630 |
-75 |
$20,817 | | AYI | 101,630 | -75 | $20,817 | | VERIZON COMM |
517,225 |
+20,850 |
$19,499 | | VZ | 517,225 | +20,850 | $19,499 | | SLB |
340,585 |
-175 |
$17,724 | | SLB | 340,585 | -175 | $17,724 | | LOEWS CORP |
252,475 |
-2,110 |
$17,570 | | L | 252,475 | -2,110 | $17,570 | | PFIZER INC |
584,225 |
+12,000 |
$16,820 | | PFE | 584,225 | +12,000 | $16,820 | | GENTEX CORP |
453,000 |
UNCH |
$14,795 | | GNTX | 453,000 | UNCH | $14,795 | | PHILLIPS 66 |
109,283 |
-300 |
$14,550 | | PSX | 109,283 | -300 | $14,550 | | MCKESSON CORP |
29,020 |
-6,300 |
$13,436 | | MCK | 29,020 | -6,300 | $13,436 | | SCHWAB INTL EQUITY ETF (SCHF) |
353,250 |
-53,000 |
$13,056 | | SCHF | 353,250 | -53,000 | $13,056 | | VANGUARD FTSE EMERGING MARKET (VWO) |
296,020 |
-44,230 |
$12,166 | | VWO | 296,020 | -44,230 | $12,166 | | COGNIZANT TECH |
152,105 |
-26,520 |
$11,488 | | CTSH | 152,105 | -26,520 | $11,488 | | COMCAST CORP A |
247,000 |
-37,000 |
$10,831 | | CMCSA | 247,000 | -37,000 | $10,831 | | VALERO ENERGY |
81,000 |
-14,900 |
$10,530 | | VLO | 81,000 | -14,900 | $10,530 | | ALLEGION PLC |
77,019 |
UNCH |
$9,758 | | ALLE | 77,019 | UNCH | $9,758 | | EVERTEC INC |
217,550 |
-36,250 |
$8,906 | | EVTC | 217,550 | -36,250 | $8,906 | | MICROSOFT |
22,810 |
-900 |
$8,577 | | MSFT | 22,810 | -900 | $8,577 | | INTERCONT L EXCH |
61,800 |
+61,800 |
$7,937 | | ICE | 61,800 | +61,800 | $7,937 | | SHYFT GROUP |
582,657 |
UNCH |
$7,120 | | SHYF | 582,657 | UNCH | $7,120 | | LIBERTY MED FORM 1 |
108,573 |
-250 |
$6,854 | | FWONK | 108,573 | -250 | $6,854 | | CHARLES SCHWAB |
80,075 |
-200 |
$5,509 | | SCHW | 80,075 | -200 | $5,509 | | TEXAS PAC LAND |
3,500 |
UNCH |
$5,504 | | TPL | 3,500 | UNCH | $5,504 | | CENCORA INC |
30,475 |
-4,050 |
$5,485 | | ABC | 30,475 | -4,050 | $5,485 | | PAYPAL HOLDINGS |
84,874 |
-300 |
$5,212 | | PYPL | 84,874 | -300 | $5,212 | | ALTRIA GROUP INC |
125,640 |
-107,285 |
$5,068 | | MO | 125,640 | -107,285 | $5,068 | | ANSYS INC |
11,875 |
UNCH |
$4,309 | | ANSS | 11,875 | UNCH | $4,309 | | LIBERTY SIRIUS A |
143,375 |
UNCH |
$4,121 | | LSXMA | 143,375 | UNCH | $4,121 | | ANHEUSER BUSCH ADR |
61,940 |
-200 |
$4,003 | | BUD | 61,940 | -200 | $4,003 | | SM ENERGY CO |
95,000 |
UNCH |
$3,678 | | SM | 95,000 | UNCH | $3,678 | | WALT DISNEY CO. |
40,150 |
-275 |
$3,625 | | DIS | 40,150 | -275 | $3,625 | | VITAL ENERGY INC |
66,000 |
UNCH |
$3,002 | | VTLE | 66,000 | UNCH | $3,002 | | CALLON PETROL M |
85,000 |
UNCH |
$2,754 | | CPE | 85,000 | UNCH | $2,754 | | LIBERTY LIVE A |
35,838 |
UNCH |
$1,310 | | LLYVA | 35,838 | UNCH | $1,310 | | EXPEDITERS INTERNATIONAL WASH |
7,124 |
UNCH |
$906 | | EXPD | 7,124 | UNCH | $906 | | ORACLE CORP |
7,124 |
UNCH |
$751 | | ORCL | 7,124 | UNCH | $751 | | WABTEC CORP |
3,833 |
-2 |
$486 | | WAB | 3,833 | -2 | $486 | | BRISTOL MYERS |
5,461 |
UNCH |
$280 | | BMY | 5,461 | UNCH | $280 |
See Full List: All Stocks Held By Schwerin Boyle Capital Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Schwerin Boyle Capital Management Inc.
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