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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
+4.06%
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
$913M
AUM Growth
-$2.23M
Cap. Flow
-$27.3M
Cap. Flow %
-2.99%
Top 10 Hldgs %
58.11%
Holding
48
New
1
Increased
2
Reduced
29
Closed
2

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$8.8M
2
LUV icon
Southwest Airlines
LUV
+$3.09M
3
IBM icon
IBM
IBM
+$225K

Top Sells

Rank Stock Value
1
KMX icon
CarMax
KMX
+$16.7M
2
CMCSA icon
Comcast
CMCSA
+$7.76M
3
OXY icon
Occidental Petroleum
OXY
+$7.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.17M

Sector Composition

Rank Sector Weight
1 Financials 38.81%
2 Communication Services 16.95%
3 Industrials 12.29%
4 Technology 11.42%
5 Energy 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.1T
$121M 13.28%
241,158
-2,345
-1% -$1.17M
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.1T
$69.7M 7.63%
222,044
-4,929
-2% -$1.41M
WFC icon
3
Wells Fargo
WFC
$258B
$69.1M 7.57%
741,252
-5,440
-0.7% -$472K
AXP icon
4
American Express
AXP
$225B
$58.9M 6.46%
159,329
-1,940
-1% -$694K
META icon
5
Meta Platforms (Facebook)
META
$1.5T
$58.5M 6.41%
88,617
-764
-0.9% -$510K
JPM icon
6
JPMorgan Chase
JPM
$929B
$38.5M 4.22%
119,543
-807
-0.7% -$250K
MA icon
7
Mastercard
MA
$501B
$31.8M 3.49%
55,750
-284
-0.5% -$159K
AYI icon
8
Acuity Brands
AYI
$9.94B
$28.8M 3.15%
79,918
-762
-0.9% -$275K
ACN icon
9
Accenture
ACN
$106B
$27.3M 2.99%
101,784
-425
-0.4% -$108K
SPXC icon
10
SPX Corp
SPXC
$9.46B
$26.5M 2.9%
132,450
-1,880
-1% -$384K
XOM icon
11
ExxonMobil
XOM
$654B
$25.9M 2.84%
215,592
-1,482
-0.7% -$172K
ST icon
12
Sensata Technologies
ST
$6.64B
$22.4M 2.45%
672,875
-5,600
-0.8% -$179K
MCK icon
13
McKesson
MCK
$105B
$19.3M 2.12%
23,550
– –
L icon
14
Loews
L
$24.6B
$18.7M 2.05%
177,451
-908
-0.5% -$93.8K
SCHF icon
15
Schwab International Equity ETF
SCHF
$64.9B
$17M 1.86%
706,500
– –
AGCO icon
16
AGCO
AGCO
$8.44B
$16.9M 1.85%
162,139
-423
-0.3% -$45K
VZ icon
17
Verizon
VZ
$201B
$16.2M 1.78%
398,864
-398
-0.1% -$16.1K
GNTX icon
18
Gentex
GNTX
$5.16B
$16.2M 1.77%
695,718
– –
IT icon
19
Gartner
IT
$11.1B
$16.1M 1.77%
64,001
-526
-0.8% -$127K
VWO icon
20
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$15.9M 1.74%
296,020
– –
KO icon
21
Coca-Cola
KO
$387B
$15.4M 1.69%
220,250
– –
PFE icon
22
Pfizer
PFE
$144B
$14.6M 1.6%
584,768
-6,592
-1% -$166K
CTSH icon
23
Cognizant
CTSH
$26.4B
$12.3M 1.34%
147,705
– –
PSX icon
24
Phillips 66
PSX
$83.7B
$12.2M 1.34%
94,491
-355
-0.4% -$47.8K
DG icon
25
Dollar General
DG
$28.3B
$11.3M 1.24%
85,201
– –
1
2

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Schwerin Boyle Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Schwerin Boyle Capital Management held 48 positions worth $913M, down 0.24% from $915M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Schwerin Boyle Capital Management's Q4 2025 filing shows 1 new, 2 increased, 29 reduced and 2 closed positions. Its largest new stake was IBM: 750 shares worth $222K. The largest sale was CarMax, an estimated $16.7M.

By sector, the portfolio is most concentrated in Financials at 39% of assets, up from 38% a quarter earlier, followed by Communication Services and Industrials.

  • Schwerin Boyle Capital Management's largest Q4 2025 buy was IBM: 750 shares worth $222K.
  • Schwerin Boyle Capital Management added most to Fiserv Inc in Q4 2025, an estimated $8.8M increase.
  • Schwerin Boyle Capital Management's biggest Q4 2025 reduction was Occidental Petroleum, cutting an estimated $7.2M.
  • Schwerin Boyle Capital Management fully exited CarMax in Q4 2025, selling an estimated $16.7M.
  • Schwerin Boyle Capital Management's ten largest holdings make up 58% of its $913M portfolio in Q4 2025.
  • Schwerin Boyle Capital Management opened 1 new position and closed 2 in Q4 2025.
  • Schwerin Boyle Capital Management's portfolio value fell 0.24% quarter-over-quarter to $913M.

Based on Schwerin Boyle Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.