Schwerin Boyle Capital Management as of Dec. 31, 2014
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 65 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.0 | $66M | 442k | 150.15 | |
| American Express Company (AXP) | 6.0 | $45M | 478k | 93.04 | |
| Accenture (ACN) | 5.5 | $41M | 458k | 89.31 | |
| Wells Fargo & Company (WFC) | 5.5 | $40M | 733k | 54.82 | |
| eBay (EBAY) | 4.0 | $30M | 527k | 56.12 | |
| MasterCard Incorporated (MA) | 3.8 | $28M | 329k | 86.16 | |
| General Motors Company (GM) | 3.7 | $27M | 784k | 34.91 | |
| General Electric Company | 3.4 | $25M | 994k | 25.27 | |
| Ingersoll-rand Co Ltd-cl A | 3.4 | $25M | 390k | 63.39 | |
| Bank of America Corporation (BAC) | 3.3 | $25M | 1.4M | 17.89 | |
| AGCO Corporation (AGCO) | 3.1 | $23M | 514k | 45.20 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $23M | 363k | 62.58 | |
| National-Oilwell Var | 3.0 | $22M | 336k | 65.53 | |
| Corporate Executive Board Company | 2.8 | $21M | 286k | 72.53 | |
| Pos (PKX) | 2.4 | $18M | 276k | 63.81 | |
| Gartner (IT) | 2.4 | $18M | 208k | 84.21 | |
| U.S. Bancorp (USB) | 2.3 | $17M | 385k | 44.95 | |
| Patterson Companies (PDCO) | 2.1 | $16M | 326k | 48.10 | |
| Omega Flex (OFLX) | 1.9 | $14M | 364k | 37.81 | |
| Microsoft Corporation (MSFT) | 1.7 | $13M | 269k | 46.45 | |
| Citigroup (C) | 1.5 | $11M | 209k | 54.11 | |
| International Business Machines (IBM) | 1.5 | $11M | 69k | 160.44 | |
| Coca-Cola Company (KO) | 1.5 | $11M | 255k | 42.22 | |
| Cognizant Technology Solutions (CTSH) | 1.3 | $9.7M | 184k | 52.66 | |
| Gentex Corporation (GNTX) | 1.2 | $9.1M | 252k | 36.13 | |
| Phillips 66 (PSX) | 1.2 | $8.8M | 123k | 71.70 | |
| CSX Corporation (CSX) | 1.2 | $8.6M | 237k | 36.23 | |
| Ansys (ANSS) | 1.1 | $8.2M | 100k | 82.00 | |
| Thor Industries (THO) | 1.1 | $7.9M | 142k | 55.87 | |
| Cummins (CMI) | 1.0 | $7.7M | 53k | 144.18 | |
| Teradata Corporation (TDC) | 1.0 | $7.7M | 176k | 43.68 | |
| Allegion Plc equity (ALLE) | 1.0 | $7.2M | 129k | 55.46 | |
| Oracle Corporation (ORCL) | 0.9 | $6.7M | 150k | 44.97 | |
| Varian Medical Systems | 0.9 | $6.5M | 75k | 86.51 | |
| MetLife (MET) | 0.9 | $6.5M | 120k | 54.09 | |
| Leucadia National | 0.9 | $6.4M | 287k | 22.42 | |
| Linear Technology Corporation | 0.7 | $4.8M | 106k | 45.60 | |
| GP Strategies Corporation | 0.6 | $4.7M | 138k | 33.93 | |
| Dun & Bradstreet Corporation | 0.6 | $4.5M | 37k | 120.95 | |
| Medtronic | 0.6 | $4.3M | 60k | 72.20 | |
| AmerisourceBergen (COR) | 0.6 | $4.3M | 47k | 90.17 | |
| Goldman Sachs (GS) | 0.6 | $4.2M | 22k | 193.81 | |
| Ca | 0.5 | $4.0M | 130k | 30.45 | |
| C.H. Robinson Worldwide (CHRW) | 0.5 | $3.7M | 50k | 74.88 | |
| Chubb Corporation | 0.5 | $3.6M | 34k | 103.46 | |
| McKesson Corporation (MCK) | 0.5 | $3.5M | 17k | 207.59 | |
| ManTech International Corporation | 0.4 | $3.2M | 106k | 30.23 | |
| Boston Properties (BXP) | 0.3 | $2.6M | 20k | 128.67 | |
| H&R Block (HRB) | 0.3 | $2.3M | 67k | 33.68 | |
| Health Care REIT | 0.3 | $2.3M | 30k | 75.67 | |
| Federal Realty Inv. Trust | 0.3 | $2.1M | 16k | 133.44 | |
| Anadarko Petroleum Corporation | 0.2 | $1.9M | 23k | 82.49 | |
| Douglas Emmett (DEI) | 0.2 | $1.8M | 65k | 28.40 | |
| Johnson Controls | 0.2 | $1.6M | 33k | 48.34 | |
| Marine Products (MPX) | 0.2 | $1.5M | 179k | 8.44 | |
| Morningstar (MORN) | 0.2 | $1.5M | 23k | 64.70 | |
| Now (DNOW) | 0.2 | $1.2M | 48k | 25.73 | |
| PHH Corporation | 0.2 | $1.2M | 48k | 23.96 | |
| Cobalt Intl Energy | 0.2 | $1.2M | 130k | 8.89 | |
| Equity Residential (EQR) | 0.1 | $1.0M | 14k | 71.83 | |
| Gulfport Energy Corporation | 0.1 | $806k | 19k | 41.76 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $452k | 2.00 | 226000.00 | |
| Raytheon Company | 0.0 | $297k | 2.8k | 108.00 | |
| Apache Corporation | 0.0 | $232k | 3.7k | 62.70 | |
| Deere & Company (DE) | 0.0 | $221k | 2.5k | 88.40 |
