SB

SCHWERIN BOYLE CAPITAL MANAGEMENT INC

13F
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Last update 2024-08-13 51 Stocks (1 new)
Value $953.00 Mil Turnover 1 %
Countries:
Top Holdings: BRK.B(14.83%)META(6.67%)GOOG(5.48%)WFC(5.46%)AXP(5.06%)
Portfolio Report
Summary Stock Picks Current Portfolio
SCHWERIN BOYLE CAPITAL MANAGEM... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
347,599
141403.270
-0.44%
14.830
-0.06%
0.020
+7.39%
+29.93%
999724.216
Insurance
META 		Meta Platforms Inc
126,065
63564.490
-16.85%
6.670
-1.23%
0.000
+15.78%
+67.05%
1488185.990
Interactive Media
GOOG 		Alphabet Inc
284,980
52271.030
-0.78%
5.480
-0.03%
0.000
+9.92%
+27.94%
2191538.690
Interactive Media
WFC 		Wells Fargo & Co
876,884
52078.140
-0.22%
5.460
-0.01%
0.030
+34.54%
+46.06%
233197.526
Banks
AXP 		American Express Co
208,223
48214.040
-19.85%
5.060
-1.17%
0.030
+23.47%
+55.36%
202598.350
Credit Services
ACN 		Accenture PLC
122,240
37088.840
-0.26%
3.890
-0.01%
0.020
+13.01%
+2.95%
222154.929
Software
IT 		Gartner Inc
79,787
35829.150
-0.75%
3.760
-0.03%
0.100
+14.28%
+21.35%
42223.305
Software
SPXC 		SPX Technologies Inc
231,959
32970.650
-2.45%
3.460
-0.07%
0.500
+14.37%
+67.40%
7838.786
Construction
AAPL 		Apple Inc
156,315
32923.070
-9.18%
3.450
-0.27%
0.000
+6.64%
+18.46%
3430687.188
Hardware
KMX 		CarMax Inc
445,105
32644.000
0%
3.420
0%
0.290
-0.38%
-1.56%
11702.985
Vehicles & Parts

SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Historical Top Holdings Breakdowns

SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
META 		Meta Platforms Inc2024-06-30Reduce
-1.23%
●
430.17 ($486.09) 527.34
$589.50
21.27%
Reduce -16.85%
126,065
-25,550
AXP 		American Express Co2024-06-30Reduce
-1.17%
●
217.5 ($231.59) 243.08
$287.60
24.18%
Reduce -19.85%
208,223
-51,571
TPL 		Texas Pacific Land Corp2024-06-30Sold Out
-0.60%
●
558.56 ($628.93) 777.27
$1,374.06
118.48%
Sold Out
0
-10,500
DIS 		The Walt Disney Co2024-06-30Reduce
-0.43%
●
99.29 ($107.65) 122.82
$99.02
-8.02%
Reduce -89.03%
4,300
-34,900
OXY 		Occidental Petroleum Corp2024-06-30Add
+0.38%
●
59.48 ($64.13) 69.26
$50.53
-21.21%
Add 41.8%
195,400
57,600
AAPL 		Apple Inc2024-06-30Reduce
-0.27%
●
165 ($186.49) 216.67
$226.96
21.70%
Reduce -9.18%
156,315
-15,800
ST 		Sensata Technologies Holding PLC2024-06-30New Buy
+0.18%
●
33.48 ($38.52) 43.02
$33.09
-14.10%
New holding
46,650
46,650
PFE 		Pfizer Inc2024-06-30Add
+0.17%
●
25.26 ($27.53) 29.6
$26.72
-2.94%
Add 8.22%
775,125
58,850
ANSS 		Ansys Inc2024-06-30Reduce
-0.07%
●
314.53 ($327.66) 347.48
$342.18
4.43%
Reduce -17.26%
9,825
-2,050
SPXC 		SPX Technologies Inc2024-06-30Reduce
-0.07%
●
116.23 ($131.96) 145.42
$169.09
28.14%
Reduce -2.45%
231,959
-5,831

SCHWERIN BOYLE CAPITAL MANAGEMENT INC Total Holding History ($B)

To

SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Asset Allocation

To

SCHWERIN BOYLE CAPITAL MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Hypothetical Growth since 2024-06-30

SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Holdings Heat Map

Size field:

SCHWERIN BOYLE CAPITAL MANAGEMENT INC's Holdings Bubble Chart

SCHWERIN BOYLE CAPITAL MANAGEMENT INC News

  • 1

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