Schwerin Boyle Capital Management as of June 30, 2013
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 64 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 11.7 | $73M | 652k | 111.92 | |
| American Express Company (AXP) | 6.3 | $39M | 521k | 74.76 | |
| Accenture (ACN) | 5.6 | $35M | 481k | 71.96 | |
| Wells Fargo & Company (WFC) | 5.1 | $32M | 774k | 41.27 | |
| General Motors Company (GM) | 4.3 | $27M | 814k | 33.31 | |
| eBay (EBAY) | 4.1 | $26M | 492k | 51.72 | |
| General Electric Company | 4.0 | $25M | 1.1M | 23.19 | |
| Ingersoll-rand Co Ltd-cl A | 3.7 | $23M | 414k | 55.52 | |
| Johnson & Johnson (JNJ) | 3.6 | $23M | 265k | 85.86 | |
| MasterCard Incorporated (MA) | 3.2 | $20M | 35k | 574.51 | |
| Dun & Bradstreet Corporation | 3.1 | $20M | 201k | 97.45 | |
| Bank of America Corporation (BAC) | 3.1 | $20M | 1.5M | 12.86 | |
| Raytheon Company | 2.6 | $16M | 244k | 66.12 | |
| ConocoPhillips (COP) | 2.5 | $16M | 263k | 60.50 | |
| Halliburton Company (HAL) | 2.5 | $16M | 373k | 41.72 | |
| U.S. Bancorp (USB) | 2.3 | $14M | 397k | 36.15 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $13M | 248k | 52.79 | |
| Patterson Companies (PDCO) | 1.9 | $12M | 319k | 37.60 | |
| Gartner (IT) | 1.9 | $12M | 209k | 56.99 | |
| Microsoft Corporation (MSFT) | 1.8 | $11M | 315k | 34.55 | |
| Coca-Cola Company (KO) | 1.7 | $11M | 262k | 40.11 | |
| Ansys (ANSS) | 1.4 | $8.4M | 115k | 73.10 | |
| Phillips 66 (PSX) | 1.2 | $7.5M | 127k | 58.91 | |
| Thor Industries (THO) | 1.1 | $6.8M | 138k | 49.18 | |
| MetLife (MET) | 1.0 | $6.1M | 133k | 45.76 | |
| Fluor Corporation (FLR) | 0.9 | $5.7M | 96k | 59.31 | |
| Teradata Corporation (TDC) | 0.9 | $5.6M | 112k | 50.23 | |
| C.H. Robinson Worldwide (CHRW) | 0.9 | $5.5M | 98k | 56.31 | |
| Omega Flex (OFLX) | 0.9 | $5.5M | 370k | 14.87 | |
| Cognizant Technology Solutions (CTSH) | 0.8 | $5.2M | 82k | 62.64 | |
| Varian Medical Systems | 0.8 | $5.1M | 75k | 67.45 | |
| Chubb Corporation | 0.7 | $4.2M | 50k | 84.64 | |
| GP Strategies Corporation | 0.7 | $4.0M | 169k | 23.82 | |
| Stryker Corporation (SYK) | 0.6 | $4.0M | 61k | 64.68 | |
| Linear Technology Corporation | 0.6 | $3.9M | 106k | 36.84 | |
| Paccar (PCAR) | 0.6 | $3.9M | 72k | 53.67 | |
| Goldman Sachs (GS) | 0.6 | $3.7M | 25k | 151.26 | |
| McKesson Corporation (MCK) | 0.6 | $3.7M | 32k | 114.51 | |
| Ca | 0.6 | $3.7M | 130k | 28.62 | |
| AmerisourceBergen (COR) | 0.6 | $3.7M | 66k | 55.83 | |
| SM Energy (SM) | 0.5 | $3.4M | 56k | 59.98 | |
| Dresser-Rand | 0.5 | $3.2M | 54k | 59.98 | |
| AECOM Technology Corporation (ACM) | 0.5 | $3.2M | 100k | 31.79 | |
| Medtronic | 0.5 | $3.1M | 60k | 51.47 | |
| Marine Products (MPX) | 0.4 | $2.3M | 289k | 8.02 | |
| CSX Corporation (CSX) | 0.3 | $2.1M | 91k | 23.19 | |
| ManTech International Corporation | 0.3 | $2.1M | 80k | 26.12 | |
| Boston Properties (BXP) | 0.3 | $2.1M | 20k | 105.47 | |
| H&R Block (HRB) | 0.3 | $2.0M | 74k | 27.75 | |
| Health Care REIT | 0.3 | $2.0M | 30k | 67.03 | |
| Anadarko Petroleum Corporation | 0.3 | $1.9M | 23k | 85.91 | |
| Denbury Resources | 0.3 | $1.9M | 110k | 17.32 | |
| Johnson Controls | 0.3 | $1.9M | 52k | 35.78 | |
| CACI International (CACI) | 0.3 | $1.8M | 29k | 63.48 | |
| Morningstar (MORN) | 0.3 | $1.8M | 23k | 77.57 | |
| Duckwall-ALCO Stores (DUCK) | 0.3 | $1.8M | 162k | 11.10 | |
| Foster Wheeler Ltd Com Stk | 0.3 | $1.7M | 80k | 21.71 | |
| Taubman Centers | 0.3 | $1.7M | 22k | 75.14 | |
| Whiting Petroleum Corporation | 0.2 | $1.4M | 30k | 46.10 | |
| Newfield Exploration | 0.2 | $1.2M | 51k | 23.90 | |
| PHH Corporation | 0.2 | $1.0M | 49k | 20.37 | |
| Equity Residential (EQR) | 0.1 | $824k | 14k | 58.03 | |
| PS Business Parks | 0.1 | $592k | 8.2k | 72.20 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $337k | 2.00 | 168500.00 |
