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CIK: 0000937522
Total reported value
$816.0M
$816.0M
53 檔
46.2%
During the Q4 2024 filing period, Schwerin Boyle Capital Management Inc (CIK: 0000937522) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $816.0M across 53 reported positions.
During Q4 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 | 15.23% | -0.03% | -0.59% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.50% | -0.36% | -0.32% | |
| 3 | WFC | Wells Fargo & Co | Stock-Financials | 6.00% | -0.33% | +0.16% | |
| 4 | AXP | American Express Co | Stock-Financials | 5.83% | +0.28% | -0.62% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.11% | +0.85% | -0.15% | |
| 6 | ACN | Accenture plc | Stock-Tech | 4.22% | -0.93% | +0.28% | |
| 7 | IT | Gartner Inc | Stock-Tech | 3.70% | -0.27% | -0.32% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.60% | +0.24% | +0.27% | |
| 9 | KMX | Carmax Inc | Stock-Consumer Disc | 3.57% | — | +0.54% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 3.51% | -0.07% | -0.46% | |
| 11 | AYI | Acuity Inc | Stock-Industrials | 2.83% | +0.73% | -0.11% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.83% | -4.33% | EXIT | |
| 13 | SPXC | Spx Technologies Inc | Stock-Industrials | 2.34% | +0.50% | -0.25% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.19% | — | +0.29% | |
| 15 | L | Loews CORP | Stock-Financials | 1.99% | -0.01% | -0.39% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.98% | -0.45% | +0.15% | |
| 17 | PFE | Pfizer Inc | Stock-Healthcare | 1.96% | -0.38% | +0.52% | |
| 18 | AGCO | Agco CORP | Stock-Industrials | 1.79% | -0.08% | +0.51% | |
| 19 | MCK | Mckesson CORP | Stock-Healthcare | 1.70% | -0.28% | — | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.34% | +0.16% | +100.00% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.34% | +0.12% | — | |
| 22 | SLB | Slb LTD | Stock-Energy | 1.30% | -0.23% | +3.05% | |
| 23 | ST | Sensata Technologies Holding plc | Stock-Tech | 1.28% | +0.64% | +2.61% | |
| 24 | GNTX | Gentex CORP | Stock-Consumer Disc | 1.26% | +0.20% | — | |
| 25 | PSX | Phillips 66 | Stock-Energy | 1.23% | -0.26% | +0.98% | |
| 26 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.18% | -0.41% | -0.86% | |
| 27 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.10% | -0.57% | +1.14% | |
| 28 | ALLE | Allegion plc | Stock-Industrials | 0.99% | -0.09% | -0.45% | |
| 29 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.95% | — | — | |
| 30 | ICE | Intercontinental Exchange In | Stock-Financials | 0.93% | -0.24% | -0.49% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.04% | -2.17% | |
| 32 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.85% | +0.02% | -0.50% | |
| 33 | EVTC | Evertec Inc | Stock-Other | 0.77% | -0.04% | — | |
| 34 | XMTR | Xometry Inc-a | Stock-Other | 0.74% | +1.01% | -5.64% | |
| 35 | SPARUSD | Shyft Group Inc/the | Stock-Other | 0.70% | — | — | |
| 36 | COR | Cencora Inc | Stock-Healthcare | 0.70% | -0.14% | -0.66% | |
| 37 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.69% | -0.06% | +1.23% | |
| 38 | MO | Altria Group Inc | Stock-Consumer Staples | 0.67% | — | — | |
| 39 | GPN | Global Payments Inc | Stock-Industrials | 0.64% | — | — | |
| 40 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.52% | — | -2.27% | |
| 41 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 0.46% | — | +50.00% | |
| 42 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-Other | 0.45% | — | +49.92% | |
| 43 | LUV | Southwest Airlines Co | Stock-Industrials | 0.40% | +0.28% | — | |
| 44 | AKX | Ansys Inc | Stock-Other | 0.34% | — | +1.03% | |
| 45 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.29% | +0.03% | -0.82% | |
| 46 | DG | Dollar General CORP | Stock-Consumer Staples | 0.29% | -0.07% | — | |
| 47 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.28% | — | — | |
| 48 | LLYVA* | Liberty Media Corp-liberty-a | Stock-Other | 0.24% | — | — | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.14% | — | — | |
| 50 | WAB | Wabtec CORP | Stock-Industrials | 0.07% | +0.01% | +0.14% |
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 53 disclosed positions in Q4 2024.
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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, WFC) accounted for 46.2% of total reported equity market value during Q4 2024.
During Q4 2024, Schwerin Boyle Capital Management Inc's top holdings by market value included BRK-B (15.2%)、META (6.5%)、WFC (6.0%). The largest single position, BRK-B, represented 15.2% of total portfolio value.
In Q4 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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