Schwerin Boyle Capital Management as of March 31, 2013
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 67 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hathaway (BRK.B) | 11.2 | $68M | 649k | 104.20 | |
Accenture (ACN) | 6.1 | $37M | 483k | 75.97 | |
American Express Company (AXP) | 5.8 | $35M | 520k | 67.46 | |
Wells Fargo & Company (WFC) | 4.7 | $28M | 768k | 36.99 | |
eBay (EBAY) | 4.4 | $27M | 490k | 54.22 | |
General Electric Company | 4.1 | $25M | 1.1M | 23.12 | |
Ingersoll-rand Co Ltd-cl A | 3.8 | $23M | 412k | 55.01 | |
General Motors Company (GM) | 3.7 | $23M | 809k | 27.82 | |
Johnson & Johnson (JNJ) | 3.6 | $22M | 265k | 81.53 | |
Dun & Bradstreet Corporation | 3.2 | $19M | 229k | 83.65 | |
MasterCard Incorporated (MA) | 3.1 | $19M | 34k | 541.13 | |
Bank of America Corporation (BAC) | 3.0 | $18M | 1.5M | 12.18 | |
ConocoPhillips (COP) | 2.6 | $16M | 262k | 60.10 | |
Halliburton Company (HAL) | 2.5 | $15M | 373k | 40.41 | |
Raytheon Company | 2.4 | $14M | 243k | 58.79 | |
Patterson Companies (PDCO) | 2.0 | $12M | 318k | 38.04 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $12M | 246k | 47.46 | |
Gartner (IT) | 1.9 | $11M | 210k | 54.41 | |
U.S. Bancorp (USB) | 1.9 | $11M | 333k | 33.93 | |
Coca-Cola Company (KO) | 1.8 | $11M | 273k | 40.44 | |
Ansys (ANSS) | 1.6 | $9.4M | 115k | 81.42 | |
Microsoft Corporation (MSFT) | 1.5 | $9.0M | 315k | 28.60 | |
Phillips 66 (PSX) | 1.5 | $8.9M | 127k | 69.97 | |
Omega Flex (OFLX) | 1.1 | $6.4M | 373k | 17.19 | |
Fluor Corporation (FLR) | 1.1 | $6.3M | 96k | 66.33 | |
Thor Industries (THO) | 1.0 | $6.2M | 169k | 36.79 | |
Cognizant Technology Solutions (CTSH) | 0.9 | $5.8M | 75k | 76.63 | |
C.H. Robinson Worldwide (CHRW) | 0.9 | $5.4M | 90k | 59.46 | |
Varian Medical Systems | 0.9 | $5.4M | 75k | 72.00 | |
Stryker Corporation (SYK) | 0.8 | $5.2M | 79k | 65.23 | |
MetLife (MET) | 0.8 | $5.0M | 133k | 38.02 | |
Medtronic | 0.8 | $4.7M | 100k | 46.96 | |
Chubb Corporation | 0.7 | $4.4M | 50k | 87.52 | |
GP Strategies Corporation | 0.7 | $4.2M | 175k | 23.86 | |
Linear Technology Corporation | 0.7 | $4.1M | 106k | 38.37 | |
Paccar (PCAR) | 0.6 | $3.9M | 76k | 50.56 | |
Ca | 0.6 | $3.8M | 150k | 25.18 | |
Goldman Sachs (GS) | 0.6 | $3.5M | 24k | 147.15 | |
Denbury Resources | 0.6 | $3.5M | 190k | 18.65 | |
AmerisourceBergen (COR) | 0.6 | $3.4M | 66k | 51.45 | |
Dresser-Rand | 0.6 | $3.3M | 54k | 61.67 | |
SM Energy (SM) | 0.6 | $3.3M | 56k | 59.22 | |
AECOM Technology Corporation (ACM) | 0.5 | $3.3M | 100k | 32.80 | |
McKesson Corporation (MCK) | 0.5 | $3.1M | 29k | 107.97 | |
Harris Corporation | 0.5 | $2.8M | 61k | 46.34 | |
Marine Products (MPX) | 0.4 | $2.5M | 334k | 7.36 | |
Morningstar (MORN) | 0.4 | $2.4M | 35k | 69.91 | |
CSX Corporation (CSX) | 0.4 | $2.2M | 91k | 24.62 | |
H&R Block (HRB) | 0.4 | $2.2M | 74k | 29.42 | |
ManTech International Corporation | 0.4 | $2.2M | 80k | 26.88 | |
Health Care REIT | 0.3 | $2.0M | 30k | 67.90 | |
Boston Properties (BXP) | 0.3 | $2.1M | 20k | 101.08 | |
Anadarko Petroleum Corporation | 0.3 | $2.0M | 23k | 87.47 | |
Johnson Controls | 0.3 | $2.0M | 56k | 35.06 | |
Range Resources (RRC) | 0.3 | $1.8M | 22k | 81.05 | |
Foster Wheeler Ltd Com Stk | 0.3 | $1.8M | 80k | 22.85 | |
Federal Realty Inv. Trust | 0.3 | $1.7M | 16k | 108.06 | |
CACI International (CACI) | 0.3 | $1.7M | 29k | 57.86 | |
Taubman Centers | 0.3 | $1.7M | 22k | 77.68 | |
Whiting Petroleum Corporation | 0.2 | $1.5M | 30k | 50.83 | |
Duckwall-ALCO Stores (DUCK) | 0.2 | $1.2M | 162k | 7.50 | |
Newfield Exploration | 0.2 | $1.1M | 51k | 22.41 | |
PHH Corporation | 0.2 | $1.1M | 49k | 21.97 | |
Equity Residential (EQR) | 0.1 | $782k | 14k | 55.07 | |
PS Business Parks | 0.1 | $647k | 8.2k | 78.90 | |
Udr (UDR) | 0.1 | $651k | 27k | 24.20 | |
Berkshire Hathaway (BRK.A) | 0.1 | $313k | 2.00 | 156500.00 |