Schwerin Boyle Capital Management as of Dec. 31, 2013
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 65 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.5 | $54M | 453k | 118.56 | |
| American Express Company (AXP) | 6.5 | $47M | 514k | 90.73 | |
| Accenture (ACN) | 5.5 | $39M | 478k | 82.22 | |
| Wells Fargo & Company (WFC) | 4.9 | $35M | 767k | 45.40 | |
| General Motors Company (GM) | 4.6 | $33M | 807k | 40.87 | |
| General Electric Company | 4.1 | $29M | 1.0M | 28.03 | |
| MasterCard Incorporated (MA) | 4.0 | $28M | 34k | 835.47 | |
| eBay (EBAY) | 3.8 | $27M | 490k | 54.86 | |
| Ingersoll-rand Co Ltd-cl A | 3.5 | $25M | 409k | 61.60 | |
| Dun & Bradstreet Corporation | 3.4 | $24M | 195k | 122.75 | |
| Bank of America Corporation (BAC) | 3.3 | $23M | 1.5M | 15.57 | |
| Pos (PKX) | 3.2 | $23M | 291k | 78.00 | |
| Raytheon Company | 3.1 | $22M | 242k | 90.70 | |
| Halliburton Company (HAL) | 2.6 | $18M | 362k | 50.75 | |
| ConocoPhillips (COP) | 2.6 | $18M | 259k | 70.65 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $16M | 271k | 58.48 | |
| U.S. Bancorp (USB) | 2.2 | $16M | 391k | 40.40 | |
| Gartner (IT) | 2.0 | $15M | 205k | 71.05 | |
| Patterson Companies (PDCO) | 1.8 | $13M | 314k | 41.20 | |
| International Business Machines (IBM) | 1.8 | $13M | 67k | 187.57 | |
| Microsoft Corporation (MSFT) | 1.7 | $12M | 315k | 37.41 | |
| Coca-Cola Company (KO) | 1.5 | $11M | 265k | 41.31 | |
| CSX Corporation (CSX) | 1.4 | $9.9M | 342k | 28.77 | |
| Phillips 66 (PSX) | 1.3 | $9.6M | 124k | 77.13 | |
| Ansys (ANSS) | 1.3 | $9.1M | 105k | 87.20 | |
| Omega Flex (OFLX) | 1.1 | $7.5M | 367k | 20.46 | |
| MetLife (MET) | 1.0 | $7.1M | 133k | 53.92 | |
| Teradata Corporation (TDC) | 1.0 | $6.9M | 152k | 45.49 | |
| Cognizant Technology Solutions (CTSH) | 0.9 | $6.6M | 65k | 100.98 | |
| Oracle Corporation (ORCL) | 0.9 | $6.4M | 168k | 38.26 | |
| Allegion Plc equity (ALLE) | 0.8 | $6.0M | 136k | 44.19 | |
| Varian Medical Systems | 0.8 | $5.8M | 75k | 77.69 | |
| C.H. Robinson Worldwide (CHRW) | 0.8 | $5.7M | 98k | 58.35 | |
| Thor Industries (THO) | 0.8 | $5.6M | 101k | 55.23 | |
| National-Oilwell Var | 0.8 | $5.5M | 69k | 79.53 | |
| McKesson Corporation (MCK) | 0.7 | $5.2M | 32k | 161.39 | |
| GP Strategies Corporation | 0.7 | $5.0M | 167k | 29.79 | |
| Linear Technology Corporation | 0.7 | $4.8M | 106k | 45.55 | |
| AmerisourceBergen (COR) | 0.7 | $4.6M | 66k | 70.30 | |
| Stryker Corporation (SYK) | 0.6 | $4.6M | 61k | 75.14 | |
| Goldman Sachs (GS) | 0.6 | $4.4M | 25k | 177.27 | |
| Ca | 0.6 | $4.4M | 130k | 33.65 | |
| Paccar (PCAR) | 0.6 | $4.3M | 72k | 59.17 | |
| Chubb Corporation | 0.5 | $3.9M | 40k | 96.62 | |
| Medtronic | 0.5 | $3.4M | 60k | 57.38 | |
| MetroCorp Bancshares | 0.5 | $3.4M | 223k | 15.07 | |
| AECOM Technology Corporation (ACM) | 0.4 | $2.9M | 100k | 29.43 | |
| Foster Wheeler Ltd Com Stk | 0.4 | $2.6M | 80k | 33.00 | |
| ManTech International Corporation | 0.3 | $2.4M | 80k | 29.93 | |
| Marine Products (MPX) | 0.3 | $2.2M | 217k | 10.05 | |
| CACI International (CACI) | 0.3 | $2.1M | 29k | 73.21 | |
| H&R Block (HRB) | 0.3 | $2.1M | 72k | 29.04 | |
| Boston Properties (BXP) | 0.3 | $2.0M | 20k | 100.39 | |
| Johnson Controls | 0.3 | $2.0M | 39k | 51.31 | |
| Whiting Petroleum Corporation | 0.3 | $1.9M | 30k | 61.87 | |
| Morningstar (MORN) | 0.3 | $1.8M | 23k | 78.09 | |
| Anadarko Petroleum Corporation | 0.3 | $1.8M | 23k | 79.33 | |
| Cobalt Intl Energy | 0.2 | $1.6M | 100k | 16.45 | |
| Health Care REIT | 0.2 | $1.6M | 30k | 53.57 | |
| Duckwall-ALCO Stores (DUCK) | 0.2 | $1.5M | 160k | 9.45 | |
| Newfield Exploration | 0.2 | $1.2M | 51k | 24.63 | |
| PHH Corporation | 0.2 | $1.2M | 48k | 24.34 | |
| Equity Residential (EQR) | 0.1 | $737k | 14k | 51.90 | |
| Taubman Centers | 0.1 | $703k | 11k | 63.91 | |
| Berkshire Hathaway (BRK.A) | 0.0 | $356k | 2.00 | 178000.00 |
