Schwerin Boyle Capital Management

Schwerin Boyle Capital Management as of March 31, 2015

Portfolio Holdings for Schwerin Boyle Capital Management

Schwerin Boyle Capital Management holds 66 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 9.0 $64M 443k 144.32
Accenture (ACN) 6.1 $43M 461k 93.69
Wells Fargo & Company (WFC) 5.6 $40M 732k 54.40
American Express Company (AXP) 5.3 $38M 480k 78.12
General Motors Company (GM) 4.2 $30M 792k 37.50
MasterCard Incorporated (MA) 4.0 $29M 330k 86.39
eBay (EBAY) 3.9 $28M 479k 57.68
Ingersoll-rand Co Ltd-cl A 3.8 $27M 394k 68.08
General Electric Company 3.5 $25M 1.0M 24.81
AGCO Corporation (AGCO) 3.5 $25M 524k 47.64
Corporate Executive Board Company 3.3 $23M 292k 79.86
Bank of America Corporation (BAC) 3.0 $22M 1.4M 15.39
National-Oilwell Var 2.6 $19M 374k 49.99
Gartner (IT) 2.4 $17M 207k 83.85
U.S. Bancorp (USB) 2.3 $17M 380k 43.67
JPMorgan Chase & Co. (JPM) 2.2 $16M 262k 60.58
Pos (PKX) 2.1 $15M 281k 54.66
Microsoft Corporation (MSFT) 1.8 $13M 319k 40.66
International Business Machines (IBM) 1.6 $12M 73k 160.50
Cognizant Technology Solutions (CTSH) 1.6 $12M 185k 62.39
Citigroup (C) 1.6 $11M 217k 51.52
Coca-Cola Company (KO) 1.4 $10M 251k 40.55
Gentex Corporation (GNTX) 1.4 $9.8M 534k 18.30
Jpmorgan Chase & Co. w exp 10/201 1.4 $9.6M 437k 22.01
Phillips 66 (PSX) 1.4 $9.7M 123k 78.60
Thor Industries (THO) 1.3 $9.0M 142k 63.21
Omega Flex (OFLX) 1.3 $9.0M 357k 25.15
Allegion Plc equity (ALLE) 1.1 $7.9M 129k 61.17
Teradata Corporation (TDC) 1.1 $7.8M 176k 44.14
CSX Corporation (CSX) 1.1 $7.6M 230k 33.12
Cummins (CMI) 1.0 $7.4M 53k 138.63
Leucadia National 1.0 $6.8M 307k 22.29
Ansys (ANSS) 0.9 $6.6M 75k 88.19
Oracle Corporation (ORCL) 0.9 $6.5M 150k 43.15
MetLife (MET) 0.8 $6.1M 120k 50.55
AmerisourceBergen (COR) 0.8 $5.4M 47k 113.67
Bank Of America Corporation warrant 0.8 $5.4M 921k 5.87
Varian Medical Systems 0.7 $5.1M 54k 94.09
Linear Technology Corporation 0.7 $4.9M 106k 46.80
Medtronic 0.7 $4.7M 60k 77.98
Dun & Bradstreet Corporation 0.7 $4.7M 36k 128.35
GP Strategies Corporation 0.6 $4.0M 108k 37.00
Goldman Sachs (GS) 0.6 $3.9M 21k 187.95
McKesson Corporation (MCK) 0.5 $3.8M 17k 226.18
C.H. Robinson Worldwide (CHRW) 0.5 $3.7M 50k 73.22
ManTech International Corporation 0.5 $3.6M 106k 33.94
Health Care REIT 0.3 $2.3M 30k 77.37
Chubb Corporation 0.3 $2.0M 20k 101.09
H&R Block (HRB) 0.3 $2.1M 65k 32.07
Douglas Emmett (DEI) 0.3 $1.9M 65k 29.81
Boston Properties (BXP) 0.3 $1.9M 14k 140.51
Anadarko Petroleum Corporation 0.3 $1.9M 23k 82.80
Post Properties 0.3 $1.8M 32k 56.92
Johnson Controls 0.2 $1.6M 33k 50.45
Tanger Factory Outlet Centers (SKT) 0.2 $1.6M 46k 35.17
Retail Properties Of America 0.2 $1.6M 102k 16.03
Marine Products (MPX) 0.2 $1.5M 176k 8.57
Cobalt Intl Energy 0.2 $1.2M 130k 9.41
PHH Corporation 0.2 $1.2M 48k 24.17
Now (DNOW) 0.1 $1.0M 48k 21.64
Perrigo Company (PRGO) 0.1 $598k 3.6k 165.47
Berkshire Hathaway (BRK.A) 0.1 $435k 2.00 217500.00
Raytheon Company 0.0 $300k 2.8k 109.09
Apache Corporation 0.0 $223k 3.7k 60.27
Deere & Company (DE) 0.0 $219k 2.5k 87.60
Tesla Motors (TSLA) 0.0 $201k 1.1k 188.38