SEC 13F Intelligence

Managers / Q3 2025 · view latest →

SCHWERIN BOYLE CAPITAL MANAGEMENT INC

CIK 0000937522 · ONE MONARCH PLACE, SUITE 700, SPRINGFIELD, MA, 01144 · 4137840990

Reported Value
$915M
Q3 2025
Positions
47
Filings on Record
30
2019–present window
Filed
Nov 13, 2025
original filing

Summary

Schwerin Boyle Capital Management Inc reported $915M in U.S.-listed holdings across 47 positions for Q3 2025.

Its largest position, BRK/B, represents 13.4% of the portfolio.

Compared with Q2 2025, the fund opened 2 new positions and exited 6.

Portfolio Metrics

Turnover
+6.2%
vs prior filed quarter
Top-10 Concentration
+55.5%
share of reported value
Largest Position
+13.4%
Berkshire Hath B
New / Exited
2 / 6
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $797MQ4 ’18Q1 ’19: $911MQ2 ’19: $957MQ3 ’19: $970MQ4 ’19: $1.0BQ4 ’19Q1 ’20: $716MQ2 ’20: $795MQ3 ’20: $871MQ4 ’20: $1.1BQ4 ’20Q1 ’21: $1.1BQ2 ’21: $1.2BQ3 ’21: $1.2BQ4 ’21: $1.2BQ4 ’21Q1 ’22: $1.2BQ2 ’22: $980MQ3 ’22: $918MQ4 ’22: $992MQ4 ’22Q1 ’23: $973MQ2 ’23: $1.1BQ3 ’23: $852MQ4 ’23: $895MQ4 ’23Q1 ’24: $1.0BQ2 ’24: $953MQ3 ’24: $955MQ4 ’24: $975MQ4 ’24Q1 ’25: $970MQ2 ’25: $897MQ3 ’25: $915MQ4 ’25: $913MQ4 ’25Q1 ’26: $788Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 86.9%Other: 7.4%ETP: 4.2%Tracking Stk: 1.3%ADR: 0.3%
  • Common Stock · 86.9% · $795M
  • Other · 7.4% · $68M
  • ETP · 4.2% · $38M
  • Tracking Stk · 1.3% · $11M
  • ADR · 0.3% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AEBI-SCHMIDTNEW+774.1K774.1K+$10M$10M
FISVFISERV INCNEW+53.7K53.7K+$7M$7M
OXYOCCIDENTAL PETROLEUMADDED+229.6K446.9K+$12M$21M
SPARUSDSHYFT GROUPSOLD OUT−744.2K0−$9M$0
MOALTRIA GROUP INCSOLD OUT−118.7K0−$7M$0
AKXANSYS INCSOLD OUT−9.1K0−$3M$0
SIRISIRIUS XM HLDGSSOLD OUT−102.1K0−$2M$0
AAPLAPPLE INCSOLD OUT−1.0K0−$206,606$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

47 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1BRK/BBERKSHIRE HATH Bhistory →COM13.38%$122M243.5K
2METAMETA PLATFORMShistory →COM7.17%$66M89.4K
3WFCWELLS FARGOhistory →COM6.84%$63M746.7K
4GOOGALPHABET, INChistory →COM6.04%$55M227.0K
5AXPAMER EXPRESShistory →COM5.85%$54M161.3K
6JPMJP MORGAN CHASEhistory →COM4.15%$38M120.3K
7MAMASTERCARD INChistory →COM3.48%$32M56.0K
8AYIACUITY INC.history →COM3.04%$28M80.7K
9ACCENTURE PLCCOM2.75%$25M102.2K
10SPXCSPX TECH. INC.history →COM2.74%$25M134.3K
11EXMOCEXXON MOBILhistory →COM2.68%$24M217.1K
12OXYOCCIDENTAL PETROLEUMhistory →COM2.31%$21M446.9K
13SENSATA TECHCOM2.27%$21M678.5K
14GNTXGENTEX CORPhistory →COM2.15%$20M695.7K
15MCKMCKESSON CORPhistory →COM1.99%$18M23.6K
16LLOEWS CORPhistory →COM1.96%$18M178.4K
17BACVERIZON COMMhistory →COM1.92%$18M399.3K
18AGCOAGCO CORPhistory →COM1.90%$17M162.6K
19ITGARTNER INChistory →COM1.85%$17M64.5K
20KMXCARMAX INChistory →COM1.83%$17M372.2K
21SCHWAB INTL EQUITY ETFINTL EQTY ETF1.80%$16M706.5K
22VANGUARD FTSE EMERGING MARKETFTSE EMR MKT ETF1.75%$16M296.0K
23PFEPFIZER INChistory →COM1.65%$15M591.4K
24KOCOCA COLAhistory →COM1.60%$15M220.3K
25PSXPHILLIPS 66history →COM1.41%$13M94.8K
26ALLEGION PLCCOM1.33%$12M68.7K
27CTSHCOGNIZANT TECHhistory →COM1.08%$10M147.7K
28AEBI-SCHMIDTCOM1.05%$10M774.1K
29MSFTMICROSOFThistory →COM1.05%$10M18.6K
30SLBSLBhistory →COM1.04%$10M277.6K
31ABGCENCORA INChistory →COM1.02%$9M29.7K
32XMTRXOMETRY INC-Ahistory →COM1.01%$9M168.8K
33ICEINTERCONT'L EXCHCOM0.98%$9M53.1K
34DGDOLLAR GENERALCOM0.96%$9M85.2K
35FWONKLIBERTY MED FORM 1COM0.86%$8M75.0K
36CMCSACOMCAST CORP-ACOM0.85%$8M247.0K
37EVTCEVERTEC, INCCOM0.80%$7M217.6K
38FISVFISERV INCCOM0.76%$7M53.7K
39PYPLPAYPAL HOLDINGSCOM0.74%$7M100.9K
40WISDOMTREE JPN SJP SMALLCP DIV0.61%$6M58.5K
41LUVSOUTHWEST AIRCOM0.41%$4M117.0K
42LLYVA*LIBERTY LIVE ACOM0.36%$3M34.9K
43BUDANHEUSER BUSCHCOM0.30%$3M45.9K
44BRK/ABERKSHIRE HATH ACOM0.16%$2M2
45WABWABTEC CORPCOM0.07%$602,4123.0K
46LLYVK*LIBERTY LIVE CCOM0.04%$332,6073.4K
47DNOWNOW INCCOM0.02%$195,16912.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$788M47May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$913M46Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$915M47Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$897M51Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$970M53May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$975M53Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$955M53Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$953M51Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.0B52May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$895M52Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$852M52Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.1B47Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$973M44May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$992M46Feb 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$918M47Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$980M48Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.2B48May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.2B48Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.2B48Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.2B47Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.1B47May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.1B50Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$871M45Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$795M44Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$716M48May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.0B48Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$970M53Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$957M54Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$911M55May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$797M58Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.