SB
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SCHWERIN BOYLE CAPITAL MANAGEMENT INC13F | |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | |
| Last update 2025-05-15 | 53 Stocks (1 new) |
| Value $970.00 Mil | Turnover 4 % |
SCHWERIN BOYLE CAPITAL MANAGEM... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 320,642 | 170,767.5 | -2.09% | 17.600 | -0.32% | 0.010 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
META | Meta Platforms Inc | 104,281 | 60,103.4 | -3.60% | 6.200 | -0.23% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
WFC | Wells Fargo & Co | 805,377 | 57,818.0 | -3.34% | 5.960 | -0.20% | 0.020 | +25.30% | +16.01% | 259,690.5 | Banks | |
AXP | American Express Co | 182,714 | 49,159.2 | -4.66% | 5.070 | -0.27% | 0.030 | +22.85% | +4.61% | 215,746.3 | Credit Services | |
GOOG | Alphabet Inc | 259,235 | 40,500.3 | -0.81% | 4.170 | -0.04% | 0.000 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media | |
ACN | Accenture PLC | 115,574 | 36,063.7 | -1.06% | 3.720 | -0.04% | 0.020 | +0.53% | -18.57% | 175,918.5 | Software | |
MA | Mastercard Inc | 63,480 | 34,794.7 | -2.20% | 3.590 | -0.08% | 0.010 | +6.97% | +5.42% | 501,860.7 | Credit Services | |
JPM | JPMorgan Chase & Co | 140,118 | 34,370.9 | -4.18% | 3.540 | -0.15% | 0.010 | +26.17% | +23.48% | 800,897.6 | Banks | |
KMX | CarMax Inc | 416,069 | 32,420.1 | -2.15% | 3.340 | -0.08% | 0.270 | -3.05% | -23.41% | 9,397.5 | Vehicles & Parts | |
IT | Gartner Inc | 73,066 | 30,668.7 | -1.81% | 3.160 | -0.07% | 0.090 | -11.52% | -26.64% | 27,354.0 | Software |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Historical Top Holdings Breakdowns
SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -2.16% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -98.82% | 1,007 | -84,193 | |
KO | Coca-Cola Co | 2025-03-31 | New Buy New Buy | +1.97% | 60.81 ($66.78) 72.32 | $69.85 | 4.60% | New holding | 266,550 | 266,550 | |
ST | Sensata Technologies Holding PLC | 2025-03-31 | Add Add | +0.86% | 24.27 ($27.71) 30 | $31.53 | 13.79% | Add 75.29% | 798,250 | 342,850 | |
SCHW | Charles Schwab Corp | 2025-03-31 | Sold Out Sold Out | -0.52% | 71.24 ($78.48) 83.64 | $95.80 | 22.07% | Sold Out | 0 | -69,025 | |
DG | Dollar General Corp | 2025-03-31 | Add Add | +0.44% | 68.44 ($75.71) 87.93 | $110.09 | 45.41% | Add 131.52% | 85,201 | 48,401 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.32% | 442.66 ($486.15) 534.52 | $473.80 | -2.54% | Reduce -2.09% | 320,642 | -6,832 | |
AXP | American Express Co | 2025-03-31 | Reduce Reduce | -0.27% | 255.39 ($295.58) 325.87 | $307.95 | 4.18% | Reduce -4.66% | 182,714 | -8,934 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.23% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Reduce -3.6% | 104,281 | -3,899 | |
GNTX | Gentex Corp | 2025-03-31 | Add Add | +0.22% | 23.3 ($25.57) 28.48 | $22.94 | -10.29% | Add 21.31% | 519,218 | 91,218 | |
SHYF | The Shyft Group Inc | 2025-03-31 | Add Add | +0.21% | 8.09 ($10.74) 12.59 | $12.54 | 16.76% | Add 42.6% | 830,888 | 248,231 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC Total Holding History ($B)
SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Asset Allocation
SCHWERIN BOYLE CAPITAL MANAGEMENT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Hypothetical Growth since 2025-03-31
SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Holdings Heat Map
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SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Holdings Bubble Chart
SCHWERIN BOYLE CAPITAL MANAGEMENT INC News
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