Schwerin Boyle Capital Management as of March 31, 2019
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 55 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.4 | $86M | 428k | 200.89 | |
| American Express Company (AXP) | 5.5 | $50M | 458k | 109.30 | |
| Bank of America Corporation (BAC) | 5.4 | $49M | 1.8M | 27.59 | |
| Alphabet Inc Class C cs (GOOG) | 5.3 | $49M | 41k | 1173.32 | |
| Wells Fargo & Company (WFC) | 5.0 | $46M | 950k | 48.32 | |
| Accenture (ACN) | 4.8 | $44M | 248k | 176.02 | |
| General Motors Company (GM) | 4.5 | $41M | 1.1M | 37.10 | |
| Ingersoll-rand Co Ltd-cl A | 4.3 | $40M | 366k | 107.95 | |
| Gartner (IT) | 4.1 | $37M | 247k | 151.68 | |
| MasterCard Incorporated (MA) | 3.5 | $32M | 137k | 235.45 | |
| CarMax (KMX) | 3.2 | $30M | 422k | 69.80 | |
| Apple (AAPL) | 3.0 | $28M | 145k | 189.95 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $25M | 245k | 101.23 | |
| AGCO Corporation (AGCO) | 2.5 | $23M | 324k | 69.55 | |
| Loews Corporation (L) | 2.3 | $21M | 431k | 47.93 | |
| U.S. Bancorp (USB) | 2.1 | $19M | 395k | 48.19 | |
| Paypal Holdings (PYPL) | 2.0 | $18M | 173k | 103.84 | |
| Exxon Mobil Corporation (XOM) | 1.8 | $16M | 200k | 80.80 | |
| SPX Corporation | 1.7 | $15M | 440k | 34.79 | |
| Phillips 66 (PSX) | 1.7 | $15M | 160k | 95.17 | |
| Cognizant Technology Solutions (CTSH) | 1.5 | $13M | 185k | 72.45 | |
| Microsoft Corporation (MSFT) | 1.4 | $12M | 105k | 117.94 | |
| Cummins (CMI) | 1.4 | $12M | 78k | 157.87 | |
| Oracle Corporation (ORCL) | 1.4 | $12M | 229k | 53.71 | |
| Ansys (ANSS) | 1.3 | $12M | 66k | 182.71 | |
| Evertec (EVTC) | 1.2 | $11M | 406k | 27.81 | |
| Citigroup (C) | 1.2 | $11M | 178k | 62.22 | |
| General Electric Company | 1.2 | $11M | 1.1M | 9.99 | |
| Allegion Plc equity (ALLE) | 1.2 | $11M | 121k | 90.71 | |
| Thor Industries (THO) | 1.2 | $11M | 174k | 62.37 | |
| Seritage Growth Pptys Cl A (SRG) | 1.1 | $10M | 233k | 44.44 | |
| Gentex Corporation (GNTX) | 1.1 | $9.9M | 479k | 20.68 | |
| eBay (EBAY) | 1.0 | $9.2M | 249k | 37.14 | |
| Foot Locker (FL) | 0.9 | $8.5M | 140k | 60.60 | |
| Deere & Company (DE) | 0.9 | $8.0M | 50k | 159.84 | |
| Pulte (PHM) | 0.8 | $7.3M | 260k | 27.96 | |
| Midland Sts Bancorp Inc Ill (MSBI) | 0.7 | $6.1M | 252k | 24.06 | |
| AmerisourceBergen (COR) | 0.6 | $5.7M | 72k | 79.52 | |
| Medtronic | 0.6 | $5.5M | 60k | 91.08 | |
| McKesson Corporation (MCK) | 0.6 | $5.4M | 46k | 117.07 | |
| Jbg Smith Properties (JBGS) | 0.5 | $5.0M | 120k | 41.35 | |
| Signet Jewelers (SIG) | 0.4 | $4.0M | 148k | 27.16 | |
| United Financial Ban | 0.4 | $4.0M | 279k | 14.35 | |
| Goldman Sachs (GS) | 0.4 | $3.4M | 18k | 191.98 | |
| Spartan Motors | 0.3 | $3.2M | 357k | 8.83 | |
| GP Strategies Corporation | 0.3 | $2.9M | 237k | 12.15 | |
| Liberty Tax | 0.3 | $2.9M | 296k | 9.89 | |
| Bridgepoint Education | 0.3 | $2.6M | 433k | 6.11 | |
| Fluor Corporation (FLR) | 0.2 | $2.1M | 56k | 36.80 | |
| Waterstone Financial (WSBF) | 0.2 | $2.1M | 126k | 16.46 | |
| Home Ban (HBCP) | 0.1 | $790k | 24k | 33.26 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $602k | 2.00 | 301000.00 | |
| Expeditors International of Washington (EXPD) | 0.1 | $541k | 7.1k | 75.94 | |
| Now (DNOW) | 0.1 | $536k | 38k | 13.97 | |
| Wabtec Corporation (WAB) | 0.1 | $432k | 5.9k | 73.67 |
