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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
+4.08%
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
$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
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.11T
$122M 13.38%
243,503
-4,365
-2% -$2.11M
META icon
2
Meta Platforms (Facebook)
META
$1.51T
$65.6M 7.17%
89,381
-2,625
-3% -$1.95M
WFC icon
3
Wells Fargo
WFC
$263B
$62.6M 6.84%
746,692
-3,150
-0.4% -$255K
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.07T
$55.3M 6.04%
226,973
-5,125
-2% -$1.08M
AXP icon
5
American Express
AXP
$227B
$53.6M 5.85%
161,269
-565
-0.3% -$180K
JPM icon
6
JPMorgan Chase
JPM
$950B
$38M 4.15%
120,350
-4,275
-3% -$1.27M
MA icon
7
Mastercard
MA
$497B
$31.9M 3.48%
56,034
-462
-0.8% -$265K
AYI icon
8
Acuity Brands
AYI
$10.3B
$27.8M 3.04%
80,680
-1,425
-2% -$454K
ACN icon
9
Accenture
ACN
$101B
$25.2M 2.75%
102,209
-600
-0.6% -$156K
SPXC icon
10
SPX Corp
SPXC
$10.2B
$25.1M 2.74%
134,330
-4,200
-3% -$776K
XOM icon
11
ExxonMobil
XOM
$634B
$24.5M 2.68%
217,074
-6,150
-3% -$684K
OXY icon
12
Occidental Petroleum
OXY
$53.6B
$21.1M 2.31%
446,950
+229,600
+106% +$10.4M
ST icon
13
Sensata Technologies
ST
$6.8B
$20.7M 2.27%
678,475
-13,625
-2% -$430K
GNTX icon
14
Gentex
GNTX
$5.12B
$19.7M 2.15%
695,718
– –
MCK icon
15
McKesson
MCK
$104B
$18.2M 1.99%
23,550
– –
L icon
16
Loews
L
$24.6B
$17.9M 1.96%
178,359
-11,025
-6% -$1.04M
VZ icon
17
Verizon
VZ
$201B
$17.5M 1.92%
399,262
-6,063
-1% -$262K
AGCO icon
18
AGCO
AGCO
$8.96B
$17.4M 1.9%
162,562
-3,425
-2% -$378K
IT icon
19
Gartner
IT
$10.4B
$17M 1.85%
64,527
-563
-0.9% -$164K
KMX icon
20
CarMax
KMX
$8.36B
$16.7M 1.83%
372,156
-12,238
-3% -$731K
SCHF icon
21
Schwab International Equity ETF
SCHF
$65.5B
$16.4M 1.8%
706,500
– –
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$16M 1.75%
296,020
– –
PFE icon
23
Pfizer
PFE
$144B
$15.1M 1.65%
591,360
-10,225
-2% -$252K
KO icon
24
Coca-Cola
KO
$380B
$14.6M 1.6%
220,250
-7,900
-3% -$544K
PSX icon
25
Phillips 66
PSX
$82.5B
$12.9M 1.41%
94,846
-2,476
-3% -$317K
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.