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SBCM
Schwerin Boyle Capital Management Portfolio holdings
AUM
$788M
1-Year Est. Return
13.82%
This Fund
S&P 500
This Quarter
Est. Return
+7.22%
1 Year Est. Return
+13.82%
3 Year Est. Return
+74.78%
5 Year Est. Return
+100.84%
10 Year Est. Return
+389.41%
AUM
$897M
AUM Growth
-$73.1M
(-7.5%)
Cap. Flow
-$118M
Cap. Flow
% of AUM
-13.12%
Top 10 Holdings %
Top 10 Hldgs %
54.84%
Holding
54
New
1
Increased
1
Reduced
38
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Gentex
GNTX
|
+$3.86M |
| 2 |
Liberty Broadband Class C
LBRDK
|
+$188K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$37M |
| 2 |
Meta Platforms (Facebook)
META
|
+$7.58M |
| 3 |
American Express
AXP
|
+$5.88M |
| 4 |
Global Payments
GPN
|
+$5.48M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.07T
| $120M | 13.42% |
247,868
-72,774
| -23% | -$37M |
|
|
2
Meta Platforms (Facebook)
META
$1.51T
| $67.9M | 7.57% |
92,006
-12,275
| -12% | -$7.58M |
|
3
Wells Fargo
WFC
$261B
| $60.1M | 6.7% |
749,842
-55,535
| -7% | -$4M |
|
|
4
American Express
AXP
$223B
| $51.6M | 5.75% |
161,834
-20,880
| -11% | -$5.88M |
|
5
Alphabet (Google) Class C
GOOG
$3.9T
| $41.2M | 4.59% |
232,098
-27,137
| -10% | -$4.48M |
|
6
JPMorgan Chase
JPM
$939B
| $36.1M | 4.03% |
124,625
-15,493
| -11% | -$3.95M |
|
7
Mastercard
MA
$477B
| $31.7M | 3.54% |
56,496
-6,984
| -11% | -$3.86M |
|
8
Accenture
ACN
$89.9B
| $30.7M | 3.43% |
102,809
-12,765
| -11% | -$3.89M |
|
9
Gartner
IT
$9.41B
| $26.3M | 2.93% |
65,090
-7,976
| -11% | -$3.34M |
|
10
CarMax
KMX
$8.27B
| $25.8M | 2.88% |
384,394
-31,675
| -8% | -$2.13M |
|
11
Acuity Brands
AYI
$9.88B
| $24.5M | 2.73% |
82,105
-11,925
| -13% | -$3.09M |
|
12
ExxonMobil
XOM
$651B
| $24.1M | 2.68% |
223,224
-32,325
| -13% | -$3.46M |
|
13
SPX Corp
SPXC
$11B
| $23.2M | 2.59% |
138,530
-14,300
| -9% | -$2.1M |
|
14
Sensata Technologies
ST
$6.65B
| $20.8M | 2.32% |
692,100
-106,150
| -13% | -$2.61M |
|
15
Verizon
VZ
$194B
| $17.5M | 1.96% |
405,325
-63,750
| -14% | -$2.76M |
|
16
Loews
L
$24.3B
| $17.4M | 1.94% |
189,384
-29,825
| -14% | -$2.62M |
|
17
McKesson
MCK
$98.5B
| $17.3M | 1.92% |
23,550
-5,470
| -19% | -$3.86M |
|
18
AGCO
AGCO
$8.78B
| $17.1M | 1.91% |
165,987
-20,125
| -11% | -$1.92M |
|
19
Coca-Cola
KO
$354B
| $16.1M | 1.8% |
228,150
-38,400
| -14% | -$2.74M |
|
20
Schwab International Equity ETF
SCHF
$65.6B
| $15.6M | 1.74% |
706,500
| – | – |
|
|
21
Gentex
GNTX
$4.88B
| $15.3M | 1.71% |
695,718
+176,500
| +34% | +$3.86M |
|
22
Vanguard FTSE Emerging Markets ETF
VWO
$119B
| $14.6M | 1.63% |
296,020
| – | – |
|
23
Pfizer
PFE
$140B
| $14.6M | 1.63% |
601,585
-88,900
| -13% | -$2.07M |
|
24
Phillips 66
PSX
$82.9B
| $11.6M | 1.29% |
97,322
-7,914
| -8% | -$887K |
|
25
Cognizant
CTSH
$21.5B
| $11.5M | 1.28% |
147,705
-2,500
| -2% | -$192K |
|
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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.