Schwerin Boyle Capital Management Inc Portfolio Holdings

Schwerin Boyle Capital Management Inc

  • $940 Million
  • Q2 2024

Schwerin Boyle Capital Management Inc has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $940 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $141M, Meta Platforms, Inc. with a value of $63.6M, Alphabet Inc. with a value of $52.3M, Wells Fargo & Company with a value of $52.1M, and American Express CO with a value of $48.2M.

Examining the 13F form we can see an decrease of $50.6M in the current position value, from $991M to 940M.

Schwerin Boyle Capital Management Inc is based out at Springfield, MA

Below you can find more details about Schwerin Boyle Capital Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $940 Million
Financial Services: $344 Million
Communication Services: $147 Million
Technology: $139 Million
Industrials: $93.4 Million
Energy: $88.4 Million
Consumer Cyclical: $47.9 Million
Healthcare: $44.5 Million
ETFs: $26.5 Million
Other: $9.17 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.6 Million 1.44% of portfolio
353,250
Q4 2023 Reduced 13.05%
$0
$13 Million 1.38% of portfolio
296,020
Q4 2023 Reduced 13.0%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $940 Million
  • Prior Value $991 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Schwerin Boyle Capital Management Inc Portfolio

Follow Schwerin Boyle Capital Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwerin Boyle Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schwerin Boyle Capital Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email