Schwerin Boyle Capital Management

Schwerin Boyle Capital Management as of Sept. 30, 2015

Portfolio Holdings for Schwerin Boyle Capital Management

Schwerin Boyle Capital Management holds 71 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 8.5 $59M 453k 130.40
Accenture (ACN) 6.4 $45M 454k 98.26
Wells Fargo & Company (WFC) 5.4 $37M 728k 51.35
American Express Company (AXP) 5.2 $36M 491k 74.13
MasterCard Incorporated (MA) 4.3 $30M 330k 90.12
AGCO Corporation (AGCO) 3.7 $26M 557k 46.63
General Electric Company 3.7 $26M 1.0M 25.22
General Motors Company (GM) 3.5 $24M 805k 30.02
Bank of America Corporation (BAC) 3.2 $22M 1.4M 15.58
International Business Machines (IBM) 3.1 $22M 148k 144.97
Ingersoll-rand Co Ltd-cl A 2.9 $20M 397k 50.77
Ceb 2.9 $20M 291k 68.34
Gartner (IT) 2.5 $17M 205k 83.93
JPMorgan Chase & Co. (JPM) 2.3 $16M 264k 60.97
U.S. Bancorp (USB) 2.2 $16M 378k 41.01
Microsoft Corporation (MSFT) 2.1 $15M 333k 44.26
National-Oilwell Var 2.0 $14M 371k 37.65
Paypal Holdings (PYPL) 1.7 $12M 383k 31.04
Omega Flex (OFLX) 1.7 $12M 348k 33.40
Cognizant Technology Solutions (CTSH) 1.6 $11M 182k 62.61
eBay (EBAY) 1.6 $11M 461k 24.44
Citigroup (C) 1.6 $11M 226k 49.61
Coca-Cola Company (KO) 1.4 $10M 250k 40.12
Pos (PKX) 1.4 $10M 286k 35.02
Phillips 66 (PSX) 1.4 $9.4M 122k 76.84
Jpmorgan Chase & Co. w exp 10/201 1.3 $9.1M 458k 19.91
CSX Corporation (CSX) 1.2 $8.7M 325k 26.90
Gentex Corporation (GNTX) 1.2 $8.7M 559k 15.50
Oracle Corporation (ORCL) 1.2 $8.3M 229k 36.12
Bank Of America Corporation warrant 1.1 $8.0M 1.4M 5.73
MetLife (MET) 1.1 $7.8M 165k 47.15
Thor Industries (THO) 1.1 $7.4M 142k 51.80
Allegion Plc equity (ALLE) 1.1 $7.4M 128k 57.66
H&R Block (HRB) 1.0 $7.0M 193k 36.20
Fluor Corporation (FLR) 0.9 $6.6M 156k 42.35
Leucadia National 0.9 $6.5M 322k 20.26
Ansys (ANSS) 0.9 $6.3M 72k 88.14
Cummins (CMI) 0.8 $5.8M 53k 108.58
Dun & Bradstreet Corporation 0.7 $4.8M 45k 104.99
Echo Global Logistics 0.7 $4.7M 240k 19.60
AmerisourceBergen (COR) 0.7 $4.5M 47k 95.00
Linear Technology Corporation 0.6 $4.3M 106k 40.35
Medtronic 0.6 $4.0M 60k 66.93
Varian Medical Systems 0.6 $4.0M 54k 73.78
GP Strategies Corporation 0.5 $3.6M 158k 22.82
Liberty Tax 0.5 $3.6M 155k 23.29
Goldman Sachs (GS) 0.5 $3.4M 20k 173.77
C.H. Robinson Worldwide (CHRW) 0.5 $3.4M 50k 67.78
Teradata Corporation (TDC) 0.5 $3.4M 117k 28.96
McKesson Corporation (MCK) 0.5 $3.1M 17k 185.06
Hyde Park Bancorp, Mhc 0.3 $2.4M 176k 13.85
Equity Residential (EQR) 0.3 $2.2M 29k 75.12
Public Storage (PSA) 0.3 $2.0M 9.6k 211.67
Post Properties 0.3 $1.9M 32k 58.29
Boston Properties (BXP) 0.2 $1.6M 14k 118.41
Tanger Factory Outlet Centers (SKT) 0.2 $1.5M 46k 32.97
Retail Properties Of America 0.2 $1.4M 102k 14.09
Anadarko Petroleum Corporation 0.2 $1.4M 23k 60.40
Johnson Controls 0.2 $1.2M 28k 41.35
Marine Products (MPX) 0.2 $1.2M 173k 6.94
PHH Corporation 0.1 $672k 48k 14.12
Now (DNOW) 0.1 $706k 48k 14.79
Perrigo Company (PRGO) 0.1 $568k 3.6k 157.17
Loews Corporation (L) 0.1 $492k 14k 36.18
Berkshire Hathaway (BRK.A) 0.1 $390k 2.00 195000.00
Express Scripts Holding 0.1 $404k 5.0k 81.03
Expeditors International of Washington (EXPD) 0.1 $335k 7.1k 47.02
Apache Corporation 0.0 $245k 6.3k 39.20
Raytheon Company 0.0 $300k 2.8k 109.09
American International (AIG) 0.0 $283k 5.0k 56.76
Twenty-first Century Fox 0.0 $250k 9.3k 26.99