SCHWERIN BOYLE CAPITAL MANAGEMENT INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SB SCHWERIN BOYLE CAPITAL MANAGEMENT INC | Institutional Filer | ▲ 3.55% | $788.0M | 47 |
Current Portfolio Holdings
Showing top 47 reported positions by value (Total positions in database: 49)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATH B | — | 215K | $103.2M | 12.65% |
| 2 | WFC | Wells Fargo & Company | Financial Services | 649K | $51.7M | 6.33% |
| 3 | META | Meta Platforms, Inc. | Technology | 78K | $44.8M | 5.50% |
| 4 | GOOG | Alphabet Inc. | Technology | 152K | $43.7M | 5.36% |
| 5 | AXP | American Express Company | Financial Services | 143K | $43.4M | 5.32% |
| 6 | XOM | Exxon Mobil Corporation | Energy | 201K | $34.1M | 4.18% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 112K | $32.8M | 4.02% |
| 8 | MA | Mastercard Incorporated | Financial Services | 50K | $24.7M | 3.03% |
| 9 | SPXC | SPX Technologies, Inc. | Industrials | 120K | $24.0M | 2.94% |
| 10 | AYI | Acuity Brands, Inc. | Industrials | 74K | $20.8M | 2.54% |
| 11 | ST | Sensata Technologies Holding plc | Technology | 588K | $20.7M | 2.54% |
| 12 | VZ | Verizon Communications Inc. | Communication Services | 373K | $18.7M | 2.29% |
| 13 | ACN | Accenture plc | Technology | 91K | $18.1M | 2.22% |
| 14 | AGCO | AGCO Corporation | Industrials | 150K | $17.4M | 2.13% |
| 15 | L | Loews Corporation | Financial Services | 159K | $16.9M | 2.07% |
Showing 1 to 15 of 47 holdings