Schwerin Boyle Capital Management

Schwerin Boyle Capital Management as of March 31, 2014

Portfolio Holdings for Schwerin Boyle Capital Management

Schwerin Boyle Capital Management holds 65 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 8.3 $58M 463k 124.97
American Express Company (AXP) 6.5 $46M 507k 90.03
Wells Fargo & Company (WFC) 5.5 $39M 777k 49.74
Accenture (ACN) 5.5 $38M 481k 79.72
General Motors Company (GM) 4.0 $28M 815k 34.42
eBay (EBAY) 3.9 $27M 491k 55.24
General Electric Company 3.9 $27M 1.0M 25.89
Bank of America Corporation (BAC) 3.7 $26M 1.5M 17.20
MasterCard Incorporated (MA) 3.6 $25M 339k 74.70
Ingersoll-rand Co Ltd-cl A 3.4 $24M 412k 57.24
JPMorgan Chase & Co. (JPM) 3.3 $23M 385k 60.71
National-Oilwell Var 3.0 $21M 274k 77.87
AGCO Corporation (AGCO) 3.0 $21M 383k 55.16
Pos (PKX) 2.9 $20M 294k 69.41
ConocoPhillips (COP) 2.6 $18M 260k 70.35
U.S. Bancorp (USB) 2.4 $17M 396k 42.86
Gartner (IT) 2.0 $14M 207k 69.44
International Business Machines (IBM) 2.0 $14M 72k 192.49
Patterson Companies (PDCO) 1.9 $13M 316k 41.76
Microsoft Corporation (MSFT) 1.8 $13M 315k 40.99
Coca-Cola Company (KO) 1.5 $10M 270k 38.66
Citigroup (C) 1.4 $9.9M 209k 47.60
CSX Corporation (CSX) 1.4 $9.9M 342k 28.97
Phillips 66 (PSX) 1.4 $9.6M 125k 77.06
Ansys (ANSS) 1.1 $8.1M 105k 77.02
Omega Flex (OFLX) 1.1 $7.9M 367k 21.44
Teradata Corporation (TDC) 1.1 $7.7M 156k 49.19
Allegion Plc equity (ALLE) 1.0 $7.2M 137k 52.17
MetLife (MET) 1.0 $7.0M 133k 52.80
Oracle Corporation (ORCL) 1.0 $6.9M 168k 40.91
Cognizant Technology Solutions (CTSH) 0.9 $6.6M 131k 50.60
Varian Medical Systems 0.9 $6.3M 75k 83.99
Thor Industries (THO) 0.9 $6.2M 101k 61.06
McKesson Corporation (MCK) 0.8 $5.7M 32k 176.57
Linear Technology Corporation 0.7 $5.1M 106k 48.69
C.H. Robinson Worldwide (CHRW) 0.7 $5.1M 98k 52.40
Stryker Corporation (SYK) 0.7 $5.0M 61k 81.47
Halliburton Company (HAL) 0.7 $4.9M 83k 58.89
AmerisourceBergen (COR) 0.6 $4.4M 67k 65.59
Goldman Sachs (GS) 0.6 $4.1M 25k 163.84
Ca 0.6 $4.0M 130k 30.98
GP Strategies Corporation 0.5 $3.8M 138k 27.23
Medtronic 0.5 $3.7M 60k 61.53
Dun & Bradstreet Corporation 0.5 $3.7M 37k 99.35
AECOM Technology Corporation (ACM) 0.5 $3.2M 100k 32.17
Chubb Corporation 0.4 $3.1M 34k 89.30
ManTech International Corporation 0.4 $3.1M 106k 29.41
Gulfport Energy Corporation 0.4 $2.5M 35k 71.17
Boston Properties (BXP) 0.3 $2.3M 20k 114.53
H&R Block (HRB) 0.3 $2.2M 72k 30.20
Whiting Petroleum Corporation 0.3 $2.1M 30k 69.40
Anadarko Petroleum Corporation 0.3 $1.9M 23k 84.76
Johnson Controls 0.3 $1.8M 38k 47.33
Health Care REIT 0.3 $1.8M 30k 59.60
Morningstar (MORN) 0.3 $1.8M 23k 79.00
Cobalt Intl Energy 0.3 $1.8M 100k 18.32
Duckwall-ALCO Stores (DUCK) 0.2 $1.6M 160k 10.21
Marine Products (MPX) 0.2 $1.5M 206k 7.52
PHH Corporation 0.2 $1.3M 49k 25.84
Pennsylvania R.E.I.T. 0.1 $902k 50k 18.04
Equity Residential (EQR) 0.1 $823k 14k 57.96
Berkshire Hathaway (BRK.A) 0.1 $375k 2.00 187500.00
Deere & Company (DE) 0.1 $327k 3.6k 90.83
Apache Corporation 0.0 $290k 3.5k 82.86
Raytheon Company 0.0 $272k 2.8k 98.91