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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
+7.22%
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
$897M
AUM Growth
-$73.1M
Cap. Flow
-$118M
Cap. Flow %
-13.12%
Top 10 Hldgs %
54.84%
Holding
54
New
1
Increased
1
Reduced
38
Closed
3

Top Buys

Rank Stock Value
1
GNTX icon
Gentex
GNTX
+$3.86M
2
LBRDK icon
Liberty Broadband Class C
LBRDK
+$188K

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$37M
2
META icon
Meta Platforms (Facebook)
META
+$7.58M
3
AXP icon
American Express
AXP
+$5.88M
4
GPN icon
Global Payments
GPN
+$5.48M
5
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$4.74M

Sector Composition

Rank Sector Weight
1 Financials 37.35%
2 Communication Services 16.66%
3 Technology 12.29%
4 Industrials 10.54%
5 Energy 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DNOW icon
51
DNOW Inc
DNOW
$2.99B
$194K 0.02%
13,098
-2,236
-15% -$34.1K
BMY icon
52
Bristol-Myers Squibb
BMY
$132B
– –
-4,511
Closed -$275K
EWJV icon
53
iShares MSCI Japan Value ETF
EWJV
$756M
– –
-142,500
Closed -$4.74M
GPN icon
54
Global Payments
GPN
$22.8B
– –
-56,000
Closed -$5.48M
1 2
3

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Schwerin Boyle Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Schwerin Boyle Capital Management held 54 positions worth $897M, down 7.5% from $970M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Schwerin Boyle Capital Management withdrew a net $118M in Q2 2025, closing 3 positions and reducing 38 holdings. Its most notable exit was Global Payments, an estimated $5.48M position sold in full.

By sector, the portfolio is most concentrated in Financials at 37% of assets, down from 40% a quarter earlier, followed by Communication Services and Technology.

Against the trend, Schwerin Boyle Capital Management opened a new position in Liberty Broadband Class C worth $207K.

  • Schwerin Boyle Capital Management's largest Q2 2025 buy was Liberty Broadband Class C: 2,100 shares worth $207K.
  • Schwerin Boyle Capital Management added most to Gentex in Q2 2025, an estimated $3.86M increase.
  • Schwerin Boyle Capital Management's biggest Q2 2025 reduction was Berkshire Hathaway Class B, cutting an estimated $37M.
  • Schwerin Boyle Capital Management fully exited Global Payments in Q2 2025, selling an estimated $5.48M.
  • Schwerin Boyle Capital Management's ten largest holdings make up 55% of its $897M portfolio in Q2 2025.
  • Schwerin Boyle Capital Management opened 1 new position and closed 3 in Q2 2025.
  • Schwerin Boyle Capital Management's portfolio value fell 7.5% quarter-over-quarter to $897M.

Based on Schwerin Boyle Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.