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SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $816M
1-Year Est. Return 14.79%
This Fund
S&P 500
This Quarter Est. Return
+4.08%
1 Year Est. Return
+14.79%
3 Year Est. Return
+72.32%
5 Year Est. Return
+98.74%
10 Year Est. Return
+435.32%
AUM
$915M
AUM Growth
+$17.9M
Cap. Flow
-$8.25M
Cap. Flow %
-0.9%
Top 10 Hldgs %
55.46%
Holding
53
New
2
Increased
2
Reduced
28
Closed
6

Top Buys

Rank Stock Value
1
OXY icon
Occidental Petroleum
OXY
+$10.4M
2
AEBI
Aebi Schmidt Holding AG
AEBI
+$9.74M
3
FISV
Fiserv Inc
FISV
+$7.7M
4
PYPL icon
PayPal
PYPL
+$989K

Top Sells

Rank Stock Value
1
SHYF
The Shyft Group
SHYF
+$9.33M
2
MO icon
Altria Group
MO
+$6.96M
3
ANSS
Ansys
ANSS
+$3.18M
4
SIRI icon
SiriusXM
SIRI
+$2.34M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.11M

Sector Composition

Rank Sector Weight
1 Financials 37.55%
2 Communication Services 17.23%
3 Industrials 11.57%
4 Technology 10.57%
5 Energy 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALLE icon
26
Allegion
ALLE
$14.1B
$12.2M 1.33%
68,738
-966
-1% -$160K
CTSH icon
27
Cognizant
CTSH
$25.9B
$9.91M 1.08%
147,705
– –
AEBI
28
Aebi Schmidt Holding AG
AEBI
$991M
$9.65M 1.06%
+774,059
New +$9.74M
MSFT icon
29
Microsoft
MSFT
$3.8T
$9.64M 1.05%
18,615
-675
-3% -$344K
SLB icon
30
SLB Ltd
SLB
$77.1B
$9.54M 1.04%
277,577
-4,250
-2% -$148K
COR icon
31
Cencora
COR
$61.9B
$9.29M 1.02%
29,725
– –
XMTR icon
32
Xometry
XMTR
$5.26B
$9.2M 1.01%
168,840
– –
ICE icon
33
Intercontinental Exchange
ICE
$85.2B
$8.95M 0.98%
53,100
– –
DG icon
34
Dollar General
DG
$27.2B
$8.81M 0.96%
85,201
– –
FWONK icon
35
Liberty Media Series C
FWONK
$25.7B
$7.83M 0.86%
74,975
-5,300
-7% -$537K
CMCSA icon
36
Comcast
CMCSA
$88.5B
$7.76M 0.85%
247,000
– –
EVTC icon
37
Evertec
EVTC
$1.75B
$7.35M 0.8%
217,550
– –
FISV
38
Fiserv Inc
FISV
$27.4B
$6.92M 0.76%
+53,700
New +$7.7M
PYPL icon
39
PayPal
PYPL
$50.1B
$6.77M 0.74%
100,884
+14,025
+16% +$989K
DFJ icon
40
WisdomTree Japan SmallCap Dividend Fund
DFJ
$399M
$5.54M 0.61%
58,470
– –
LUV icon
41
Southwest Airlines
LUV
$22.1B
$3.73M 0.41%
117,000
– –
LLYVA icon
42
Liberty Live Group Series A
LLYVA
$9.13B
$3.29M 0.36%
34,883
– –
BUD icon
43
AB InBev
BUD
$163B
$2.73M 0.3%
45,873
-4,238
-8% -$267K
BRK.A icon
44
Berkshire Hathaway Class A
BRK.A
$1.15T
$1.51M 0.16%
2
– –
WAB icon
45
Wabtec
WAB
$49.3B
$602K 0.07%
3,005
-88
-3% -$17.4K
LLYVK icon
46
Liberty Live Group Series C
LLYVK
$9.48B
$333K 0.04%
3,430
-226
-6% -$20.4K
DNOW icon
47
DNOW Inc
DNOW
$3.07B
$195K 0.02%
12,798
-300
-2% -$4.53K
AAPL icon
48
Apple
AAPL
$4.47T
– –
-1,007
Closed -$207K
ANSS
49
DELISTED
Ansys
ANSS
– –
-9,066
Closed -$3.18M
LBRDK icon
50
Liberty Broadband Class C
LBRDK
$5.1B
– –
-2,100
Closed -$207K
1
2
3

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Schwerin Boyle Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Schwerin Boyle Capital Management held 53 positions worth $915M, up 2% from $897M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Schwerin Boyle Capital Management's Q3 2025 filing shows 2 new, 2 increased, 28 reduced and 6 closed positions. Its largest new stake was Aebi Schmidt Holding AG: 774,059 shares worth $9.65M. The largest sale was The Shyft Group, an estimated $9.33M.

By sector, the portfolio is most concentrated in Financials at 38% of assets, up from 37% a quarter earlier, followed by Communication Services and Industrials.

  • Schwerin Boyle Capital Management's largest Q3 2025 buy was Aebi Schmidt Holding AG: 774,059 shares worth $9.65M.
  • Schwerin Boyle Capital Management added most to Occidental Petroleum in Q3 2025, an estimated $10.4M increase.
  • Schwerin Boyle Capital Management's biggest Q3 2025 reduction was Berkshire Hathaway Class B, cutting an estimated $2.11M.
  • Schwerin Boyle Capital Management fully exited The Shyft Group in Q3 2025, selling an estimated $9.33M.
  • Schwerin Boyle Capital Management's ten largest holdings make up 55% of its $915M portfolio in Q3 2025.
  • Schwerin Boyle Capital Management opened 2 new positions and closed 6 in Q3 2025.
  • Schwerin Boyle Capital Management's portfolio value rose 2% quarter-over-quarter to $915M.

Based on Schwerin Boyle Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.