Schwerin Boyle Capital Management

Schwerin Boyle Capital Management as of June 30, 2015

Portfolio Holdings for Schwerin Boyle Capital Management

Schwerin Boyle Capital Management holds 72 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 8.0 $61M 450k 136.11
Accenture (ACN) 5.8 $44M 458k 96.78
Wells Fargo & Company (WFC) 5.4 $41M 730k 56.24
American Express Company (AXP) 4.9 $37M 477k 77.72
AGCO Corporation (AGCO) 4.2 $32M 562k 56.78
MasterCard Incorporated (MA) 4.1 $31M 331k 93.48
eBay (EBAY) 3.7 $28M 469k 60.24
General Electric Company 3.5 $27M 1.0M 26.57
General Motors Company (GM) 3.5 $27M 805k 33.33
Ingersoll-rand Co Ltd-cl A 3.4 $26M 389k 67.42
Ceb 3.3 $25M 291k 87.06
International Business Machines (IBM) 3.2 $24M 148k 162.66
Bank of America Corporation (BAC) 3.1 $24M 1.4M 17.02
National-Oilwell Var 2.5 $20M 403k 48.28
JPMorgan Chase & Co. (JPM) 2.4 $18M 264k 67.76
Gartner (IT) 2.3 $18M 205k 85.78
U.S. Bancorp (USB) 2.1 $16M 378k 43.40
Microsoft Corporation (MSFT) 1.9 $15M 333k 44.15
Pos (PKX) 1.8 $14M 284k 49.09
Omega Flex (OFLX) 1.7 $13M 349k 37.66
Citigroup (C) 1.6 $13M 226k 55.24
Cognizant Technology Solutions (CTSH) 1.5 $12M 192k 61.09
Jpmorgan Chase & Co. w exp 10/201 1.5 $11M 458k 24.75
Coca-Cola Company (KO) 1.3 $9.8M 250k 39.23
Phillips 66 (PSX) 1.3 $9.8M 122k 80.56
Oracle Corporation (ORCL) 1.2 $9.2M 229k 40.30
MetLife (MET) 1.2 $9.2M 165k 55.99
Gentex Corporation (GNTX) 1.2 $9.2M 559k 16.42
Bank Of America Corporation warrant 1.1 $8.7M 1.4M 6.17
Echo Global Logistics 1.1 $8.5M 260k 32.66
Thor Industries (THO) 1.1 $8.0M 142k 56.28
Leucadia National 1.0 $7.8M 322k 24.28
Allegion Plc equity (ALLE) 1.0 $7.7M 128k 60.14
CSX Corporation (CSX) 1.0 $7.4M 227k 32.65
Cummins (CMI) 0.9 $7.0M 53k 131.20
Ansys (ANSS) 0.9 $6.8M 75k 91.24
Teradata Corporation (TDC) 0.9 $6.5M 176k 37.00
Dun & Bradstreet Corporation 0.7 $5.5M 45k 122.01
AmerisourceBergen (COR) 0.7 $5.0M 47k 106.35
Linear Technology Corporation 0.6 $4.7M 106k 44.23
Varian Medical Systems 0.6 $4.6M 54k 84.33
Goldman Sachs (GS) 0.6 $4.4M 21k 208.81
Medtronic 0.6 $4.4M 60k 74.10
McKesson Corporation (MCK) 0.5 $3.8M 17k 224.82
GP Strategies Corporation 0.5 $3.6M 108k 33.24
C.H. Robinson Worldwide (CHRW) 0.4 $3.1M 50k 62.38
ManTech International Corporation 0.4 $3.1M 106k 29.00
Hyde Park Bancorp, Mhc 0.3 $2.5M 176k 14.00
Equity Residential (EQR) 0.3 $2.0M 29k 70.17
Chubb Corporation 0.2 $1.9M 20k 95.12
H&R Block (HRB) 0.2 $1.9M 64k 29.66
Anadarko Petroleum Corporation 0.2 $1.8M 23k 78.04
Post Properties 0.2 $1.7M 32k 54.36
Boston Properties (BXP) 0.2 $1.7M 14k 121.01
Johnson Controls 0.2 $1.6M 32k 49.54
Tanger Factory Outlet Centers (SKT) 0.2 $1.5M 46k 31.71
Retail Properties Of America 0.2 $1.4M 102k 13.93
Cobalt Intl Energy 0.2 $1.3M 130k 9.71
PHH Corporation 0.2 $1.2M 48k 26.03
Marine Products (MPX) 0.1 $1.1M 173k 6.24
Now (DNOW) 0.1 $950k 48k 19.91
Taubman Centers 0.1 $876k 13k 69.52
Perrigo Company (PRGO) 0.1 $668k 3.6k 184.84
Loews Corporation (L) 0.1 $501k 13k 38.54
Express Scripts Holding 0.1 $443k 5.0k 88.85
Apache Corporation 0.1 $360k 6.3k 57.60
Berkshire Hathaway (BRK.A) 0.1 $410k 2.00 205000.00
Expeditors International of Washington (EXPD) 0.0 $328k 7.1k 46.04
American International (AIG) 0.0 $308k 5.0k 61.77
Twenty-first Century Fox 0.0 $301k 9.3k 32.50
Raytheon Company 0.0 $263k 2.8k 95.64
Deere & Company (DE) 0.0 $243k 2.5k 97.20