SCHWERIN BOYLE CAPITAL MANAGEMENT INC Diversified Active

CIK: 0000937522 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $914,932 (100.0% shares, 0.0% debt)

Holdings (47)

BRK/B BERKSHIRE HATH B 13.4%

Value ($000) $122,419 Shares 243,503 Est. Cost $125.93 Unrealized +284.6%

META META PLATFORMS 7.2%

Value ($000) $65,640 Shares 89,381 Est. Cost $194.42 Unrealized +282.3%

WFC WELLS FARGO 6.8%

Value ($000) $62,588 Shares 746,692 Est. Cost $30.97 Unrealized +159.8%

GOOG ALPHABET, INC 6.0%

Value ($000) $55,279 Shares 226,973 Est. Cost $94.73 Unrealized +121.6%

AXP AMER EXPRESS 5.9%

Value ($000) $53,567 Shares 161,269 Est. Cost $59.82 Unrealized +429.2%

JPM JP MORGAN CHASE 4.1%

Value ($000) $37,962 Shares 120,350 Est. Cost $38.24 Unrealized +674.0%

MA MASTERCARD INC 3.5%

Value ($000) $31,873 Shares 56,034 Est. Cost $70.82 Unrealized +709.7%

AYI ACUITY INC. 3.0%

Value ($000) $27,785 Shares 80,680 Est. Cost $162.26 Unrealized +96.3%

ACN ACCENTURE PLC 2.8%

Value ($000) $25,205 Shares 102,209 Est. Cost $63.81 Unrealized +308.4%

SPXC SPX TECH. INC. 2.7%

Value ($000) $25,090 Shares 134,330 Est. Cost $65.65 Unrealized —

XOM EXXON MOBIL 2.7%

Value ($000) $24,475 Shares 217,074 Est. Cost $56.14 Unrealized +95.4%

OXY OCCIDENTAL PETROLEUM 2.3%

Value ($000) $21,118 Shares 446,950 Est. Cost $51.41 Unrealized -13.0%

ST SENSATA TECH 2.3%

Value ($000) $20,727 Shares 678,475 Est. Cost $33.14 Unrealized -4.7%

GNTX GENTEX CORP 2.2%

Value ($000) $19,689 Shares 695,718 Est. Cost $20.87 Unrealized +27.3%

MCK MCKESSON CORP 2.0%

Value ($000) $18,193 Shares 23,550 Est. Cost $122.19 Unrealized +475.4%

L LOEWS CORP 2.0%

Value ($000) $17,905 Shares 178,359 Est. Cost $48.21 Unrealized +95.9%

VZ VERIZON COMM 1.9%

Value ($000) $17,548 Shares 399,262 Est. Cost $30.43 Unrealized +39.7%

AGCO AGCO CORP 1.9%

Value ($000) $17,406 Shares 162,562 Est. Cost $43.41 Unrealized +152.8%

IT GARTNER INC 1.9%

Value ($000) $16,962 Shares 64,527 Est. Cost $71.25 Unrealized +309.4%

KMX CARMAX INC 1.8%

Value ($000) $16,699 Shares 372,156 Est. Cost $64.67 Unrealized -7.7%

SCHF SCHWAB INTL EQUITY ETF 1.8%

Value ($000) $16,447 Shares 706,500 Est. Cost $26.65 Unrealized —

VWO VANGUARD FTSE EMERGING MARKET 1.8%

Value ($000) $16,038 Shares 296,020 Est. Cost $40.40 Unrealized —

PFE PFIZER INC 1.6%

Value ($000) $15,068 Shares 591,360 Est. Cost $31.01 Unrealized -22.1%

KO COCA COLA 1.6%

Value ($000) $14,607 Shares 220,250 Est. Cost $64.97 Unrealized +4.5%

PSX PHILLIPS 66 1.4%

Value ($000) $12,901 Shares 94,846 Est. Cost $44.99 Unrealized +180.9%

ALLE ALLEGION PLC 1.3%

Value ($000) $12,191 Shares 68,738 Est. Cost $38.52 Unrealized +328.7%

CTSH COGNIZANT TECH 1.1%

Value ($000) $9,907 Shares 147,705 Est. Cost $39.90 Unrealized +80.0%

AEBI AEBI-SCHMIDT 1.1%

Value ($000) $9,653 Shares 774,059 Est. Cost $11.40 Unrealized 0.0%

MSFT MICROSOFT 1.1%

Value ($000) $9,642 Shares 18,615 Est. Cost $28.83 Unrealized +1664.6%

Value ($000) $9,540 Shares 277,577 Est. Cost $27.61 Unrealized +24.3%

COR CENCORA INC 1.0%

Value ($000) $9,290 Shares 29,725 Est. Cost $57.50 Unrealized +410.5%

XMTR XOMETRY INC-A 1.0%

Value ($000) $9,197 Shares 168,840 Est. Cost $21.73 Unrealized +99.7%

ICE INTERCONT'L EXCH 1.0%

Value ($000) $8,946 Shares 53,100 Est. Cost $110.43 Unrealized +61.0%

DG DOLLAR GENERAL 1.0%

Value ($000) $8,806 Shares 85,201 Est. Cost $88.06 Unrealized +23.7%

FWONK LIBERTY MED FORM 1 0.9%

Value ($000) $7,831 Shares 74,975 Est. Cost $75.28 Unrealized —

CMCSA COMCAST CORP-A 0.8%

Value ($000) $7,761 Shares 247,000 Est. Cost $36.65 Unrealized -9.5%

EVTC EVERTEC, INC 0.8%

Value ($000) $7,349 Shares 217,550 Est. Cost $15.07 Unrealized +131.2%

FISV FISERV INC 0.8%

Value ($000) $6,924 Shares 53,700 Est. Cost $143.31 Unrealized 0.0%

PYPL PAYPAL HOLDINGS 0.7%

Value ($000) $6,765 Shares 100,884 Est. Cost $48.06 Unrealized +46.3%

DFJ WISDOMTREE JPN S 0.6%

Value ($000) $5,545 Shares 58,470 Est. Cost $78.82 Unrealized —

LUV SOUTHWEST AIR 0.4%

Value ($000) $3,733 Shares 117,000 Est. Cost $26.84 Unrealized +20.8%

— LIBERTY LIVE A 0.4%

Value ($000) $3,289 Shares 34,883 Est. Cost $31.92 Unrealized —

BUD ANHEUSER BUSCH 0.3%

Value ($000) $2,734 Shares 45,873 Est. Cost $69.32 Unrealized —

BRK/A BERKSHIRE HATH A 0.2%

Value ($000) $1,508 Shares 2 Est. Cost $165023.42 Unrealized +340.5%

WAB WABTEC CORP 0.1%

Value ($000) $602 Shares 3,005 Est. Cost $69.17 Unrealized +184.8%

— LIBERTY LIVE C 0.0%

Value ($000) $333 Shares 3,430 Est. Cost $51.33 Unrealized —

DNOW NOW INC 0.0%

Value ($000) $195 Shares 12,798 Est. Cost $33.70 Unrealized -55.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATH B	243,503	$122,419	13.4%	$125.93	+284.6%	COM	084670702
META	META PLATFORMS	89,381	$65,640	7.2%	$194.42	+282.3%	COM	30303M102
WFC	WELLS FARGO	746,692	$62,588	6.8%	$30.97	+159.8%	COM	949746101
GOOG	ALPHABET, INC	226,973	$55,279	6.0%	$94.73	+121.6%	COM	02079K107
AXP	AMER EXPRESS	161,269	$53,567	5.9%	$59.82	+429.2%	COM	025816109
JPM	JP MORGAN CHASE	120,350	$37,962	4.1%	$38.24	+674.0%	COM	46625H100
MA	MASTERCARD INC	56,034	$31,873	3.5%	$70.82	+709.7%	COM	57636Q104
AYI	ACUITY INC.	80,680	$27,785	3.0%	$162.26	+96.3%	COM	00508Y102
ACN	ACCENTURE PLC	102,209	$25,205	2.8%	$63.81	+308.4%	COM	G1151C101
SPXC	SPX TECH. INC.	134,330	$25,090	2.7%	$65.65	—	COM	78473E103
XOM	EXXON MOBIL	217,074	$24,475	2.7%	$56.14	+95.4%	COM	30231G102
OXY	OCCIDENTAL PETROLEUM	446,950	$21,118	2.3%	$51.41	-13.0%	COM	674599105
ST	SENSATA TECH	678,475	$20,727	2.3%	$33.14	-4.7%	COM	G8060N102
GNTX	GENTEX CORP	695,718	$19,689	2.2%	$20.87	+27.3%	COM	371901109
MCK	MCKESSON CORP	23,550	$18,193	2.0%	$122.19	+475.4%	COM	58155Q103
L	LOEWS CORP	178,359	$17,905	2.0%	$48.21	+95.9%	COM	540424108
VZ	VERIZON COMM	399,262	$17,548	1.9%	$30.43	+39.7%	COM	92343V104
AGCO	AGCO CORP	162,562	$17,406	1.9%	$43.41	+152.8%	COM	001084102
IT	GARTNER INC	64,527	$16,962	1.9%	$71.25	+309.4%	COM	366651107
KMX	CARMAX INC	372,156	$16,699	1.8%	$64.67	-7.7%	COM	143130102
SCHF	SCHWAB INTL EQUITY ETF	706,500	$16,447	1.8%	$26.65	—	INTL EQTY ETF	808524805
VWO	VANGUARD FTSE EMERGING MARKET	296,020	$16,038	1.8%	$40.40	—	FTSE EMR MKT ETF	922042858
PFE	PFIZER INC	591,360	$15,068	1.6%	$31.01	-22.1%	COM	717081103
KO	COCA COLA	220,250	$14,607	1.6%	$64.97	+4.5%	COM	191216100
PSX	PHILLIPS 66	94,846	$12,901	1.4%	$44.99	+180.9%	COM	718546104
ALLE	ALLEGION PLC	68,738	$12,191	1.3%	$38.52	+328.7%	COM	G0176J109
CTSH	COGNIZANT TECH	147,705	$9,907	1.1%	$39.90	+80.0%	COM	192446102
AEBI	AEBI-SCHMIDT	774,059	$9,653	1.1%	$11.40	0.0%	COM	H00501108
MSFT	MICROSOFT	18,615	$9,642	1.1%	$28.83	+1664.6%	COM	594918104
SLB	SLB	277,577	$9,540	1.0%	$27.61	+24.3%	COM	806857108
COR	CENCORA INC	29,725	$9,290	1.0%	$57.50	+410.5%	COM	03073E105
XMTR	XOMETRY INC-A	168,840	$9,197	1.0%	$21.73	+99.7%	COM	98423F109
ICE	INTERCONT'L EXCH	53,100	$8,946	1.0%	$110.43	+61.0%	COM	45866F104
DG	DOLLAR GENERAL	85,201	$8,806	1.0%	$88.06	+23.7%	COM	256677105
FWONK	LIBERTY MED FORM 1	74,975	$7,831	0.9%	$75.28	—	COM	531229755
CMCSA	COMCAST CORP-A	247,000	$7,761	0.8%	$36.65	-9.5%	COM	20030N101
EVTC	EVERTEC, INC	217,550	$7,349	0.8%	$15.07	+131.2%	COM	30040P103
FISV	FISERV INC	53,700	$6,924	0.8%	$143.31	0.0%	COM	337738108
PYPL	PAYPAL HOLDINGS	100,884	$6,765	0.7%	$48.06	+46.3%	COM	70450Y103
DFJ	WISDOMTREE JPN S	58,470	$5,545	0.6%	$78.82	—	JP SMALLCP DIV	97717W836
LUV	SOUTHWEST AIR	117,000	$3,733	0.4%	$26.84	+20.8%	COM	844741108
—	LIBERTY LIVE A	34,883	$3,289	0.4%	$31.92	—	COM	531229748
BUD	ANHEUSER BUSCH	45,873	$2,734	0.3%	$69.32	—	COM	03524A108
BRK/A	BERKSHIRE HATH A	2	$1,508	0.2%	$165023.42	+340.5%	COM	084670108
WAB	WABTEC CORP	3,005	$602	0.1%	$69.17	+184.8%	COM	929740108
—	LIBERTY LIVE C	3,430	$333	0.0%	$51.33	—	COM	531229722
DNOW	NOW INC	12,798	$195	0.0%	$33.70	-55.2%	COM	67011P100