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CIK: 0000937522
Total reported value
$816.0M
$816.0M
52 檔
45.9%
As reported in its official Q1 2024 Form 13F filing, Schwerin Boyle Capital Management Inc's tracked investment portfolio stood at $816.0M with 52 total positions.
During Q1 2024, Schwerin Boyle Capital Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 14.61% | -0.03% | -0.28% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.32% | -0.36% | -8.61% | |
| 3 | AXP | American Express Co | Stock-Financials | 5.88% | +0.28% | -0.36% | |
| 4 | WFC | Wells Fargo & Co | Stock-Financials | 5.07% | -0.33% | -0.52% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.35% | +0.85% | -0.07% | |
| 6 | ACN | Accenture plc | Stock-Tech | 4.23% | -0.93% | -1.28% | |
| 7 | KMX | Carmax Inc | Stock-Consumer Disc | 3.86% | — | -0.13% | |
| 8 | IT | Gartner Inc | Stock-Tech | 3.81% | -0.27% | -0.86% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 3.40% | -0.07% | -0.21% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 3.18% | -4.33% | EXIT | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.11% | +0.24% | -0.07% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.94% | — | -0.26% | |
| 13 | SPXC | Spx Technologies Inc | Stock-Industrials | 2.91% | +0.50% | -0.85% | |
| 14 | AYI | Acuity Inc | Stock-Industrials | 2.72% | +0.73% | -0.05% | |
| 15 | AGCO | Agco CORP | Stock-Industrials | 2.17% | -0.08% | -0.09% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.16% | -0.45% | — | |
| 17 | PFE | Pfizer Inc | Stock-Healthcare | 1.98% | -0.38% | +22.60% | |
| 18 | L | Loews CORP | Stock-Financials | 1.96% | -0.01% | -0.08% | |
| 19 | SLB | Slb LTD | Stock-Energy | 1.86% | -0.23% | -0.04% | |
| 20 | PSX | Phillips 66 | Stock-Energy | 1.77% | -0.26% | -0.04% | |
| 21 | GNTX | Gentex CORP | Stock-Consumer Disc | 1.63% | +0.20% | — | |
| 22 | MCK | Mckesson CORP | Stock-Healthcare | 1.55% | -0.28% | — | |
| 23 | VLO | Valero Energy CORP | Stock-Energy | 1.38% | — | — | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.37% | +0.16% | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.23% | +0.12% | — | |
| 26 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.11% | -0.41% | — | |
| 27 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.07% | — | — | |
| 28 | ALLE | Allegion plc | Stock-Industrials | 1.03% | -0.09% | -0.08% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.04% | -3.07% | |
| 30 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.89% | -0.57% | — | |
| 31 | EVTC | Evertec Inc | Stock-Other | 0.86% | -0.04% | — | |
| 32 | ICE | Intercontinental Exchange In | Stock-Financials | 0.84% | -0.24% | — | |
| 33 | COR | Cencora Inc | Stock-Healthcare | 0.74% | -0.14% | — | |
| 34 | SPARUSD | Shyft Group Inc/the | Stock-Other | 0.72% | — | — | |
| 35 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.68% | +0.02% | -3.87% | |
| 36 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.60% | — | +200.00% | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.57% | — | -0.31% | |
| 38 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.57% | -0.06% | -0.06% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.55% | — | — | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.48% | — | -2.37% | |
| 41 | 22941EUR | Liberty Media Corp-cl A New | Stock-Other | 0.42% | — | — | |
| 42 | AKX | Ansys Inc | Stock-Other | 0.41% | — | — | |
| 43 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.36% | +0.03% | -4.20% | |
| 44 | LLYVA* | Liberty Media Corp-liberty-a | Stock-Other | 0.15% | — | — | |
| 45 | XMTR | Xometry Inc-a | Stock-Other | 0.15% | +1.01% | — | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.13% | — | — | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.09% | — | — | |
| 48 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.09% | — | — | |
| 49 | WAB | Wabtec CORP | Stock-Industrials | 0.06% | +0.01% | -0.05% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.03% | — | — |
According to official SEC Form 13F filings, Schwerin Boyle Capital Management Inc reported a total U.S. public equity portfolio value of $816.0M across 52 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, META, AXP) accounted for 45.9% of total reported equity market value during Q1 2024.
During Q1 2024, Schwerin Boyle Capital Management Inc's top holdings by market value included BRK-B (14.6%)、META (7.3%)、AXP (5.9%). The largest single position, BRK-B, represented 14.6% of total portfolio value.
In Q1 2024, Schwerin Boyle Capital Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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