SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET, INC(GOOG) | 232,098 | 226,973 | -5,125 | 41,171,864 | 55,279,274 | 6.04% | +14,107,410 |
| OCCIDENTAL PETROLEUM(OXY) | 217,350 | 446,950 | +229,600 | 9,130,873 | 21,118,387 | 2.31% | +11,987,514 |
| AEBI-SCHMIDT(AEBI) | 0 | 774,059 | +774,059 | 0 | 9,652,516 | 1.05% | +9,652,516 |
| FISERV INC(FISV) | 0 | 53,700 | +53,700 | 0 | 6,923,541 | 0.76% | +6,923,541 |
| GENTEX CORP(GNTX) | 695,718 | 695,718 | 0 | 15,298,839 | 19,688,819 | 2.15% | +4,389,980 |
| XOMETRY INC-A(XMTR) | 168,840 | 168,840 | 0 | 5,705,104 | 9,196,715 | 1.01% | +3,491,611 |
| ACUITY INC.(AYI) | 82,105 | 80,680 | -1,425 | 24,495,206 | 27,785,385 | 3.04% | +3,290,179 |
| WELLS FARGO(WFC) | 749,842 | 746,692 | -3,150 | 60,077,341 | 62,587,723 | 6.84% | +2,510,382 |
| ALLEGION PLC(ALLE) | 69,704 | 68,738 | -966 | 10,045,740 | 12,190,684 | 1.33% | +2,144,944 |
| BERKSHIRE HATH B | 247,868 | 243,503 | -4,365 | 120,406,838 | 122,418,698 | 13.38% | +2,011,860 |
| AMER EXPRESS(AXP) | 161,834 | 161,269 | -565 | 51,621,809 | 53,567,111 | 5.85% | +1,945,302 |
| SPX TECH. INC. | 138,530 | 134,330 | -4,200 | 23,228,710 | 25,090,157 | 2.74% | +1,861,447 |
| JP MORGAN CHASE(JPM) | 124,625 | 120,350 | -4,275 | 36,130,034 | 37,962,000 | 4.15% | +1,831,966 |
| VANGUARD FTSE EMERGING MARKET | 296,020 | 296,020 | 0 | 14,641,149 | 16,038,364 | 1.75% | +1,397,215 |
| PHILLIPS 66(PSX) | 97,322 | 94,846 | -2,476 | 11,610,515 | 12,900,953 | 1.41% | +1,290,438 |
| MCKESSON CORP(MCK) | 23,550 | 23,550 | 0 | 17,256,969 | 18,193,317 | 1.99% | +936,348 |
| SCHWAB INTL EQUITY ETF | 706,500 | 706,500 | 0 | 15,613,650 | 16,447,320 | 1.80% | +833,670 |
| LOEWS CORP(L) | 189,384 | 178,359 | -11,025 | 17,358,937 | 17,905,460 | 1.96% | +546,523 |
| WISDOMTREE JPN S(WT) | 58,470 | 58,470 | 0 | 5,010,493 | 5,544,839 | 0.61% | +534,346 |
| LIBERTY LIVE A | 34,883 | 34,883 | 0 | 2,772,501 | 3,289,467 | 0.36% | +516,966 |
| PFIZER INC(PFE) | 601,585 | 591,360 | -10,225 | 14,582,420 | 15,067,853 | 1.65% | +485,433 |
| EXXON MOBIL | 223,224 | 217,074 | -6,150 | 24,063,547 | 24,475,093 | 2.68% | +411,546 |
| CENCORA INC | 29,725 | 29,725 | 0 | 8,913,041 | 9,289,954 | 1.02% | +376,913 |
| PAYPAL HOLDINGS(PYPL) | 86,859 | 100,884 | +14,025 | 6,455,361 | 6,765,281 | 0.74% | +309,920 |
| AGCO CORP | 165,987 | 162,562 | -3,425 | 17,123,219 | 17,405,513 | 1.90% | +282,294 |
| MASTERCARD INC(MA) | 56,496 | 56,034 | -462 | 31,747,362 | 31,872,700 | 3.48% | +125,338 |
| BERKSHIRE HATH A | 2 | 2 | 0 | 1,457,600 | 1,508,400 | 0.16% | +50,800 |
| MICROSOFT(MSFT) | 19,290 | 18,615 | -675 | 9,595,039 | 9,641,639 | 1.05% | +46,600 |
| LIBERTY LIVE C | 3,656 | 3,430 | -226 | 296,721 | 332,607 | 0.04% | +35,886 |
| SLB(SLB) | 281,827 | 277,577 | -4,250 | 9,525,753 | 9,540,321 | 1.04% | +14,568 |
| VERIZON COMM(VZ) | 405,325 | 399,262 | -6,063 | 17,538,413 | 17,547,565 | 1.92% | +9,152 |
| NOW INC(DNOW) | 13,098 | 12,798 | -300 | 194,243 | 195,169 | 0.02% | +926 |
| WABTEC CORP(WAB) | 3,093 | 3,005 | -88 | 647,520 | 602,412 | 0.07% | -45,108 |
| SOUTHWEST AIR(LUV) | 117,000 | 117,000 | 0 | 3,795,480 | 3,733,470 | 0.41% | -62,010 |
| SENSATA TECH | 692,100 | 678,475 | -13,625 | 20,839,131 | 20,727,411 | 2.27% | -111,720 |
| LIBERTY BROADBAND(LBRDA) | 2,100 | 0 | -2,100 | 206,598 | 0 | — | -206,598 |
| APPLE INC(AAPL) | 1,007 | 0 | -1,007 | 206,606 | 0 | — | -206,606 |
| EVERTEC, INC(EVTC) | 217,550 | 217,550 | 0 | 7,842,677 | 7,348,839 | 0.80% | -493,838 |
| LIBERTY MED FORM 1(FWONA) | 80,275 | 74,975 | -5,300 | 8,388,737 | 7,831,139 | 0.86% | -557,598 |
| ANHEUSER BUSCH(BUD) | 50,111 | 45,873 | -4,238 | 3,443,628 | 2,734,490 | 0.30% | -709,138 |
| INTERCONT'L EXCH(ICE) | 53,100 | 53,100 | 0 | 9,742,257 | 8,946,288 | 0.98% | -795,969 |
| DOLLAR GENERAL(DG) | 85,201 | 85,201 | 0 | 9,745,290 | 8,805,523 | 0.96% | -939,767 |
| COMCAST CORP-A(CCZ) | 247,000 | 247,000 | 0 | 8,815,430 | 7,760,740 | 0.85% | -1,054,690 |
| COCA COLA(KO) | 228,150 | 220,250 | -7,900 | 16,141,612 | 14,606,980 | 1.60% | -1,534,632 |
| COGNIZANT TECH(CTSH) | 147,705 | 147,705 | 0 | 11,525,421 | 9,906,574 | 1.08% | -1,618,847 |
| META PLATFORMS(META) | 92,006 | 89,381 | -2,625 | 67,908,709 | 65,639,619 | 7.17% | -2,269,090 |
| SIRIUS XM HLDGS(SIRI) | 102,054 | 0 | -102,054 | 2,344,180 | 0 | — | -2,344,180 |
| ANSYS INC | 9,066 | 0 | -9,066 | 3,184,161 | 0 | — | -3,184,161 |
| ACCENTURE PLC | 102,809 | 102,209 | -600 | 30,728,582 | 25,204,739 | 2.75% | -5,523,843 |
| ALTRIA GROUP INC(MO) | 118,715 | 0 | -118,715 | 6,960,260 | 0 | — | -6,960,260 |
| CARMAX INC(KMX) | 384,394 | 372,156 | -12,238 | 25,835,121 | 16,698,640 | 1.83% | -9,136,481 |
| SHYFT GROUP | 744,170 | 0 | -744,170 | 9,331,892 | 0 | — | -9,331,892 |
| GARTNER INC(IT) | 65,090 | 64,527 | -563 | 26,310,680 | 16,962,212 | 1.85% | -9,348,468 |