Schwerin Boyle Capital Management as of June 30, 2019
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 54 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.4 | $90M | 421k | 213.17 | |
| Wells Fargo & Company (WFC) | 6.5 | $62M | 1.3M | 47.32 | |
| American Express Company (AXP) | 5.8 | $56M | 453k | 123.44 | |
| Bank of America Corporation (BAC) | 5.8 | $56M | 1.9M | 29.00 | |
| Accenture (ACN) | 4.8 | $45M | 246k | 184.77 | |
| Alphabet Inc Class C cs (GOOG) | 4.6 | $44M | 41k | 1080.91 | |
| General Motors Company (GM) | 4.4 | $42M | 1.1M | 38.53 | |
| Gartner (IT) | 4.1 | $39M | 241k | 160.94 | |
| CarMax (KMX) | 3.8 | $37M | 421k | 86.83 | |
| MasterCard Incorporated (MA) | 3.8 | $36M | 136k | 264.53 | |
| Exxon Mobil Corporation (XOM) | 3.0 | $29M | 373k | 76.63 | |
| Apple (AAPL) | 3.0 | $28M | 143k | 197.92 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $27M | 242k | 111.80 | |
| AGCO Corporation (AGCO) | 2.6 | $25M | 321k | 77.57 | |
| Loews Corporation (L) | 2.4 | $23M | 426k | 54.67 | |
| U.S. Bancorp (USB) | 2.1 | $20M | 388k | 52.40 | |
| Paypal Holdings (PYPL) | 2.0 | $20M | 171k | 114.46 | |
| Phillips 66 (PSX) | 1.5 | $15M | 158k | 93.54 | |
| SPX Corporation | 1.5 | $14M | 432k | 33.02 | |
| Ansys (ANSS) | 1.4 | $14M | 66k | 204.82 | |
| Cummins (CMI) | 1.4 | $13M | 78k | 171.34 | |
| Ingersoll-rand Co Ltd-cl A | 1.4 | $13M | 105k | 126.67 | |
| Evertec (EVTC) | 1.4 | $13M | 406k | 32.70 | |
| Allegion Plc equity (ALLE) | 1.4 | $13M | 120k | 110.55 | |
| Oracle Corporation (ORCL) | 1.4 | $13M | 229k | 56.97 | |
| Citigroup (C) | 1.3 | $12M | 177k | 70.03 | |
| Gentex Corporation (GNTX) | 1.2 | $12M | 479k | 24.61 | |
| Cognizant Technology Solutions (CTSH) | 1.2 | $12M | 181k | 63.39 | |
| General Electric Company | 1.2 | $11M | 1.1M | 10.50 | |
| Schlumberger (SLB) | 1.1 | $11M | 269k | 39.74 | |
| Thor Industries (THO) | 1.1 | $10M | 174k | 58.45 | |
| Seritage Growth Pptys Cl A (SRG) | 1.0 | $10M | 233k | 42.96 | |
| eBay (EBAY) | 1.0 | $9.8M | 249k | 39.50 | |
| Microsoft Corporation (MSFT) | 1.0 | $9.2M | 69k | 133.97 | |
| Pulte (PHM) | 0.9 | $8.2M | 260k | 31.62 | |
| Deere & Company (DE) | 0.8 | $8.1M | 49k | 165.70 | |
| Midland Sts Bancorp Inc Ill (MSBI) | 0.7 | $6.7M | 252k | 26.72 | |
| McKesson Corporation (MCK) | 0.7 | $6.2M | 46k | 134.39 | |
| AmerisourceBergen (COR) | 0.6 | $6.2M | 72k | 85.26 | |
| Medtronic | 0.6 | $5.8M | 60k | 97.38 | |
| Foot Locker (FL) | 0.6 | $5.9M | 140k | 41.92 | |
| Jbg Smith Properties (JBGS) | 0.5 | $4.7M | 120k | 39.34 | |
| Spartan Motors | 0.4 | $3.9M | 357k | 10.96 | |
| Goldman Sachs (GS) | 0.4 | $3.7M | 18k | 204.62 | |
| GP Strategies Corporation | 0.4 | $3.6M | 237k | 15.08 | |
| Liberty Tax | 0.3 | $2.8M | 296k | 9.60 | |
| Zovio (ZVOI) | 0.2 | $2.2M | 614k | 3.58 | |
| Fluor Corporation (FLR) | 0.2 | $1.9M | 56k | 33.70 | |
| Home Ban (HBCP) | 0.1 | $914k | 24k | 38.48 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $637k | 2.00 | 318500.00 | |
| Expeditors International of Washington (EXPD) | 0.1 | $540k | 7.1k | 75.80 | |
| Now (DNOW) | 0.1 | $564k | 38k | 14.75 | |
| Wabtec Corporation (WAB) | 0.0 | $415k | 5.8k | 71.84 | |
| Walt Disney Company (DIS) | 0.0 | $242k | 1.7k | 139.88 |
