Schwerin Boyle Capital Management Inc.
Schwerin Boyle Capital Management Inc is an SEC-registered investment adviser, founded in 1989 and headquartered in Springfield, MA. The firm specializes in investment advisory and financial management services, employing around 6 staff members and serving institutional and individual clients. They operate under a fiduciary standard, offering transparent, performance-based fee structures and act as a regulated investment advisor.
Investment Strategy
Schwerin Boyle Capital Management employs an active investment management approach with a focus on both institutional and individual investors. Their strategy includes portfolio management and advisory services, charging a percentage of assets under management and performance-based fees. The firm places a strong emphasis on fiduciary responsibility, aligning their interests with those of their clients.
Latest 13F Filing Activity
Schwerin Boyle Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 50 equity positions with a total 13F market value of $897M. The fund increased holdings in Meta Platforms, SPX Tech. Inc., Gentex Corp. among other positions. Schwerin Boyle Capital Management Inc. reduced exposure to Berkshire Hath B, Carmax Inc., Exxon Mobil among others.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATH B | 13.42% | $120.4M | 247,868 | $93.20 | $485.77 | -$50.4M | |
M META | META PLATFORMS | 7.57% | $67.9M | 92,006 | $207.47 | $738.09 | +$7.8M |
W WFC | WELLS FARGO | 6.70% | $60.1M | 749,842 | $37.64 | $80.12 | +$2.3M |
A AXP | AMER EXPRESS | 5.75% | $51.6M | 161,834 | $26.73 | $318.98 | +$2.5M |
G GOOG | ALPHABET, INC | 4.59% | $41.2M | 232,098 | $59.73 | $177.39 | +$671.6K |
Industry Allocation
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