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.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | 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 |