Schwerin Boyle Capital Management as of Dec. 31, 2018
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 58 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 11.0 | $88M | 429k | 204.18 | |
| Bank of America Corporation (BAC) | 5.5 | $44M | 1.8M | 24.64 | |
| American Express Company (AXP) | 5.5 | $44M | 459k | 95.32 | |
| Wells Fargo & Company (WFC) | 5.3 | $42M | 921k | 46.08 | |
| General Motors Company (GM) | 4.7 | $37M | 1.1M | 33.45 | |
| Accenture (ACN) | 4.4 | $35M | 248k | 141.01 | |
| Ingersoll-rand Co Ltd-cl A | 4.2 | $34M | 367k | 91.23 | |
| Gartner (IT) | 4.0 | $32M | 248k | 127.84 | |
| MasterCard Incorporated (MA) | 3.2 | $26M | 137k | 188.65 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $24M | 245k | 97.62 | |
| Coca-Cola Company (KO) | 2.8 | $23M | 478k | 47.35 | |
| H&R Block (HRB) | 2.6 | $21M | 824k | 25.37 | |
| International Business Machines (IBM) | 2.5 | $20M | 178k | 113.67 | |
| Loews Corporation (L) | 2.5 | $20M | 431k | 45.52 | |
| U.S. Bancorp (USB) | 2.3 | $18M | 395k | 45.70 | |
| AGCO Corporation (AGCO) | 2.3 | $18M | 325k | 55.67 | |
| Paypal Holdings (PYPL) | 1.8 | $15M | 173k | 84.09 | |
| Phillips 66 (PSX) | 1.8 | $14M | 162k | 86.15 | |
| Exxon Mobil Corporation (XOM) | 1.7 | $14M | 201k | 68.19 | |
| Seritage Growth Pptys Cl A (SRG) | 1.6 | $13M | 393k | 32.33 | |
| SPX Corporation | 1.6 | $12M | 440k | 28.01 | |
| Cognizant Technology Solutions (CTSH) | 1.5 | $12M | 185k | 63.48 | |
| Evertec (EVTC) | 1.5 | $12M | 406k | 28.70 | |
| Microsoft Corporation (MSFT) | 1.3 | $11M | 104k | 101.57 | |
| Apple (AAPL) | 1.3 | $11M | 66k | 157.74 | |
| Oracle Corporation (ORCL) | 1.3 | $10M | 229k | 45.15 | |
| Gentex Corporation (GNTX) | 1.2 | $9.7M | 479k | 20.21 | |
| Allegion Plc equity (ALLE) | 1.2 | $9.6M | 121k | 79.71 | |
| Ansys (ANSS) | 1.2 | $9.5M | 66k | 142.95 | |
| Citigroup (C) | 1.2 | $9.2M | 177k | 52.06 | |
| General Electric Company | 1.1 | $8.4M | 1.1M | 7.57 | |
| AmerisourceBergen (COR) | 1.0 | $8.2M | 110k | 74.40 | |
| Cummins (CMI) | 0.9 | $7.5M | 56k | 133.63 | |
| Foot Locker (FL) | 0.9 | $7.4M | 140k | 53.20 | |
| Deere & Company (DE) | 0.9 | $7.5M | 50k | 149.16 | |
| Thor Industries (THO) | 0.9 | $7.4M | 143k | 52.00 | |
| eBay (EBAY) | 0.9 | $7.0M | 249k | 28.07 | |
| Midland Sts Bancorp Inc Ill (MSBI) | 0.7 | $5.6M | 252k | 22.34 | |
| United Financial Ban | 0.7 | $5.6M | 379k | 14.70 | |
| Medtronic | 0.7 | $5.5M | 60k | 90.97 | |
| Pulte (PHM) | 0.7 | $5.2M | 200k | 25.99 | |
| Signet Jewelers (SIG) | 0.6 | $4.7M | 148k | 31.77 | |
| Jefferies Finl Group (JEF) | 0.6 | $4.7M | 270k | 17.36 | |
| Liberty Tax | 0.4 | $3.5M | 296k | 11.73 | |
| Goldman Sachs (GS) | 0.4 | $3.0M | 18k | 167.08 | |
| GP Strategies Corporation | 0.4 | $3.0M | 237k | 12.61 | |
| Bridgepoint Education | 0.3 | $2.6M | 373k | 7.01 | |
| Spartan Motors | 0.3 | $2.6M | 357k | 7.23 | |
| Liberty Property Trust | 0.3 | $2.4M | 58k | 41.88 | |
| Waterstone Financial (WSBF) | 0.3 | $2.3M | 136k | 16.76 | |
| Empire St Rlty Tr Inc cl a (ESRT) | 0.2 | $2.0M | 140k | 14.23 | |
| McKesson Corporation (MCK) | 0.2 | $1.9M | 17k | 110.47 | |
| Fluor Corporation (FLR) | 0.2 | $1.8M | 56k | 32.20 | |
| Home Ban (HBCP) | 0.1 | $841k | 24k | 35.41 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $612k | 2.00 | 306000.00 | |
| Expeditors International of Washington (EXPD) | 0.1 | $485k | 7.1k | 68.08 | |
| Now (DNOW) | 0.1 | $452k | 39k | 11.65 | |
| Twenty-first Century Fox | 0.0 | $223k | 4.6k | 48.16 |
