Schwerin Boyle Capital Management as of Sept. 30, 2019
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 53 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 8.9 | $87M | 416k | 208.02 | |
| Wells Fargo & Company (WFC) | 7.0 | $67M | 1.3M | 50.44 | |
| Bank of America Corporation (BAC) | 5.8 | $57M | 1.9M | 29.17 | |
| American Express Company (AXP) | 5.4 | $52M | 443k | 118.28 | |
| Alphabet Inc Class C cs (GOOG) | 5.1 | $50M | 41k | 1218.99 | |
| Accenture (ACN) | 4.8 | $47M | 244k | 192.35 | |
| General Motors Company (GM) | 4.2 | $41M | 1.1M | 37.48 | |
| CarMax (KMX) | 3.8 | $37M | 419k | 88.00 | |
| MasterCard Incorporated (MA) | 3.8 | $37M | 135k | 271.57 | |
| Gartner (IT) | 3.5 | $34M | 240k | 142.99 | |
| Apple (AAPL) | 3.3 | $32M | 143k | 223.97 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $28M | 240k | 117.69 | |
| Exxon Mobil Corporation (XOM) | 2.7 | $26M | 374k | 70.61 | |
| AGCO Corporation (AGCO) | 2.5 | $24M | 319k | 75.70 | |
| Loews Corporation (L) | 2.2 | $22M | 423k | 51.48 | |
| U.S. Bancorp (USB) | 2.2 | $21M | 387k | 55.34 | |
| Paypal Holdings (PYPL) | 1.8 | $17M | 167k | 103.59 | |
| SPX Corporation | 1.8 | $17M | 430k | 40.01 | |
| Phillips 66 (PSX) | 1.6 | $16M | 156k | 102.40 | |
| Ansys (ANSS) | 1.5 | $15M | 66k | 221.37 | |
| Gentex Corporation (GNTX) | 1.4 | $13M | 479k | 27.53 | |
| Ingersoll-rand Co Ltd-cl A | 1.3 | $13M | 104k | 123.21 | |
| Cummins (CMI) | 1.3 | $13M | 78k | 162.67 | |
| Evertec (EVTC) | 1.3 | $13M | 406k | 31.22 | |
| Oracle Corporation (ORCL) | 1.3 | $13M | 229k | 55.03 | |
| Allegion Plc equity (ALLE) | 1.3 | $12M | 119k | 103.65 | |
| Citigroup (C) | 1.2 | $12M | 176k | 69.08 | |
| Foot Locker (FL) | 1.2 | $12M | 270k | 43.16 | |
| Cognizant Technology Solutions (CTSH) | 1.1 | $11M | 181k | 60.27 | |
| Aib Group | 1.1 | $11M | 3.7M | 2.97 | |
| Thor Industries (THO) | 1.0 | $9.9M | 174k | 56.64 | |
| General Electric Company | 1.0 | $9.8M | 1.1M | 8.94 | |
| eBay (EBAY) | 1.0 | $9.7M | 249k | 38.98 | |
| Microsoft Corporation (MSFT) | 1.0 | $9.5M | 69k | 139.04 | |
| Pulte (PHM) | 1.0 | $9.5M | 260k | 36.55 | |
| Schlumberger (SLB) | 0.9 | $9.1M | 268k | 34.17 | |
| Deere & Company (DE) | 0.8 | $8.2M | 49k | 168.68 | |
| Midland Sts Bancorp Inc Ill (MSBI) | 0.7 | $6.6M | 252k | 26.05 | |
| Medtronic | 0.7 | $6.5M | 60k | 108.62 | |
| McKesson Corporation (MCK) | 0.7 | $6.3M | 46k | 136.65 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $5.9M | 141k | 41.83 | |
| AmerisourceBergen (COR) | 0.6 | $5.9M | 72k | 82.33 | |
| Spartan Motors | 0.5 | $4.9M | 357k | 13.72 | |
| Jbg Smith Properties (JBGS) | 0.5 | $4.7M | 120k | 39.21 | |
| Franchise Group | 0.4 | $4.0M | 337k | 11.91 | |
| Goldman Sachs (GS) | 0.4 | $3.7M | 18k | 207.24 | |
| GP Strategies Corporation | 0.3 | $3.0M | 237k | 12.84 | |
| Zovio (ZVOI) | 0.1 | $1.2M | 614k | 1.97 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $624k | 2.00 | 312000.00 | |
| Expeditors International of Washington (EXPD) | 0.1 | $529k | 7.1k | 74.26 | |
| Now (DNOW) | 0.1 | $438k | 38k | 11.46 | |
| Wabtec Corporation (WAB) | 0.0 | $412k | 5.7k | 71.84 | |
| Walt Disney Company (DIS) | 0.0 | $225k | 1.7k | 130.06 |
