Schwerin Boyle Capital Management

Schwerin Boyle Capital Management as of Dec. 31, 2012

Portfolio Holdings for Schwerin Boyle Capital Management

Schwerin Boyle Capital Management holds 67 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 10.7 $58M 651k 89.70
Accenture (ACN) 5.9 $32M 486k 66.50
American Express Company (AXP) 5.5 $30M 521k 57.48
Wells Fargo & Company (WFC) 4.8 $26M 767k 34.18
eBay (EBAY) 4.6 $25M 491k 51.00
General Motors Company (GM) 4.2 $23M 808k 28.83
General Electric Company 4.1 $23M 1.1M 20.99
Ingersoll-rand Co Ltd-cl A 3.6 $20M 414k 47.96
Johnson & Johnson (JNJ) 3.4 $19M 267k 70.10
Dun & Bradstreet Corporation 3.3 $18M 230k 78.65
Bank of America Corporation (BAC) 3.2 $17M 1.5M 11.61
MasterCard Incorporated (MA) 3.1 $17M 34k 491.28
ConocoPhillips (COP) 2.8 $15M 265k 57.99
Raytheon Company 2.5 $14M 243k 57.56
Coca-Cola Company (KO) 2.4 $13M 362k 36.25
Halliburton Company (HAL) 2.4 $13M 374k 34.69
Patterson Companies (PDCO) 2.0 $11M 318k 34.23
U.S. Bancorp (USB) 2.0 $11M 340k 31.94
JPMorgan Chase & Co. (JPM) 2.0 $11M 246k 43.97
Gartner (IT) 1.8 $9.8M 212k 46.02
Ansys (ANSS) 1.7 $9.4M 140k 67.34
Microsoft Corporation (MSFT) 1.5 $8.4M 315k 26.71
Phillips 66 (PSX) 1.2 $6.9M 129k 53.10
Thor Industries (THO) 1.2 $6.3M 169k 37.43
Fluor Corporation (FLR) 1.0 $5.6M 96k 58.74
Cognizant Technology Solutions (CTSH) 1.0 $5.6M 75k 73.88
Varian Medical Systems 1.0 $5.3M 75k 70.24
Omega Flex (OFLX) 0.8 $4.7M 379k 12.36
MetLife (MET) 0.8 $4.4M 133k 32.94
Stryker Corporation (SYK) 0.8 $4.3M 79k 54.82
Medtronic 0.8 $4.1M 100k 41.02
Chubb Corporation 0.7 $3.8M 50k 75.32
Morningstar (MORN) 0.7 $3.7M 58k 62.83
Linear Technology Corporation 0.7 $3.6M 106k 34.30
GP Strategies Corporation 0.7 $3.6M 175k 20.65
Paccar (PCAR) 0.6 $3.5M 76k 45.22
Ca 0.6 $3.3M 150k 21.98
Goldman Sachs (GS) 0.6 $3.1M 24k 127.55
Denbury Resources 0.6 $3.1M 190k 16.20
Dresser-Rand 0.6 $3.0M 54k 56.15
Harris Corporation 0.5 $3.0M 61k 48.97
SM Energy (SM) 0.5 $2.9M 56k 52.20
AmerisourceBergen (COR) 0.5 $2.8M 66k 43.18
McKesson Corporation (MCK) 0.5 $2.8M 29k 96.97
AECOM Technology Corporation (ACM) 0.4 $2.4M 100k 23.80
Boston Properties (BXP) 0.4 $2.1M 20k 105.81
ManTech International Corporation 0.4 $2.1M 80k 25.94
Marine Products (MPX) 0.3 $1.9M 334k 5.72
Foster Wheeler Ltd Com Stk 0.3 $1.9M 80k 24.32
Health Care REIT 0.3 $1.8M 30k 61.30
CSX Corporation (CSX) 0.3 $1.8M 90k 19.73
Taubman Centers 0.3 $1.7M 22k 78.73
Johnson Controls 0.3 $1.7M 55k 30.67
AvalonBay Communities (AVB) 0.3 $1.7M 13k 135.60
Anadarko Petroleum Corporation 0.3 $1.7M 23k 74.31
Federal Realty Inv. Trust 0.3 $1.7M 16k 104.00
CACI International (CACI) 0.3 $1.6M 29k 55.03
Duckwall-ALCO Stores (DUCK) 0.3 $1.5M 162k 9.42
H&R Block (HRB) 0.3 $1.4M 78k 18.57
Range Resources (RRC) 0.2 $1.4M 22k 62.82
Newfield Exploration 0.2 $1.4M 51k 26.79
Whiting Petroleum Corporation 0.2 $1.3M 30k 43.37
PHH Corporation 0.2 $1.1M 50k 22.75
ITT Educational Services (ESINQ) 0.2 $865k 50k 17.30
Equity Residential (EQR) 0.1 $805k 14k 56.69
Udr (UDR) 0.1 $640k 27k 23.79
Berkshire Hathaway (BRK.A) 0.1 $268k 2.00 134000.00