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| Happy Holidays!! thanks for using AUM13F!! |
| Schwerin Boyle Capital Management Inc
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| CRD # | 105004 |
| SEC # | 801-35156 |
| CIK # | 0000937522, 0000741914 |
| AUM | $1.2 B (2025-04-21) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 413-784-0990 |
| Address | One Monarch Place, Suite 700 Springfield, MA 01144-0700 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000937522 0000741914 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 67.9 | ||
| Wells Fargo & Co/MN | 60.1 | ||
| American Express Co | 51.6 | ||
| Alphabet Inc | 41.2 | ||
| J P Morgan Chase & Co | 36.1 | ||
| Mastercard Inc | 31.7 | ||
| Accenture PLC | 30.7 | ||
| Gartner Inc | 26.3 | ||
| Carmax Inc | 25.8 | ||
| Acuity Brands Inc | 24.5 | ||
| Exxon Mobil Corp | 24.1 | ||
| SPX Corp | 23.2 | ||
| Sensata Technologies Holding NV | 20.8 | ||
| Verizon Communications Inc | 17.5 | ||
| Loews Corp | 17.4 | ||
| McKesson Corp | 17.3 | ||
| AGCO Corp /DE | 17.1 | ||
| Coca Cola Co | 16.1 | ||
| Gentex Corp | 15.3 | ||
| Pfizer Inc | 14.6 | ||
| Phillips 66 | 11.6 | ||
| Cognizant Technology Solutions Corp | 11.5 | ||
| Allegion PLC | 10.0 | ||
| Dollar General Corp | 9.7 | ||
| Intercontinentalexchange Group Inc | 9.7 | ||
| Microsoft Corp | 9.6 | ||
| Schlumberger Ltd /NV/ | 9.5 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Double PLAY Partners LP | 2012-03-30 | 323.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 3.9 |
| (b) Individuals (high net worth individuals) | 152 | 647.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 414.2 |
| (g) Pension and profit sharing plans | 0 | 19.6 |
| (h) Charitable organizations | 0 | 64.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 41.9 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 1,191.8 |
| By Discretionary | ||
| Discretionary | 184 | 1,191.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 184 | 1,191.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,191.8 | |
| Total | 184 | 1,191.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000937522] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paragon Capital Management
✚
|
CO | 1.2 |
|
Levin Capital Strategies LP
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NY | 1.2 |
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Provident Investment Management Inc
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MI | 1.2 |
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Savoie Capital LLC
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IL | 1.2 |
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Denali Advisors LLC
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CA | 1.2 |
|
Coury Firm Asset Management LLC
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PA | 1.2 |
|
Intrepid Capital Management Inc
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|
FL | 1.2 |
|
Nicholas Investment Partners LP
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|
CA | 1.2 |
|
Chi-Rho Financial LLC
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|
GA | 1.2 |
|
Proprietary Capital LLC
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|
CO | 1.2 |