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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
MO icon
51
Altria Group
MO
$109B
– –
-118,715
Closed -$6.96M
SHYF
52
DELISTED
The Shyft Group
SHYF
– –
-744,170
Closed -$9.33M
SIRI icon
53
SiriusXM
SIRI
$9.7B
– –
-102,054
Closed -$2.34M
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.