Schwerin Boyle Capital Management as of Dec. 31, 2019
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 48 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.0 | $94M | 416k | 226.50 | |
| Wells Fargo & Company (WFC) | 6.9 | $72M | 1.3M | 53.80 | |
| Bank of America Corporation (BAC) | 6.4 | $67M | 1.9M | 35.22 | |
| American Express Company (AXP) | 5.3 | $55M | 443k | 124.49 | |
| Alphabet Inc Class C cs (GOOG) | 5.2 | $55M | 41k | 1337.02 | |
| Accenture (ACN) | 4.8 | $50M | 238k | 210.57 | |
| Apple (AAPL) | 4.0 | $42M | 144k | 293.65 | |
| General Motors Company (GM) | 3.8 | $40M | 1.1M | 36.60 | |
| MasterCard Incorporated (MA) | 3.8 | $39M | 132k | 298.59 | |
| CarMax (KMX) | 3.5 | $37M | 419k | 87.67 | |
| Gartner (IT) | 3.4 | $36M | 233k | 154.10 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $33M | 240k | 139.40 | |
| Exxon Mobil Corporation (XOM) | 2.7 | $28M | 398k | 69.78 | |
| AGCO Corporation (AGCO) | 2.4 | $25M | 319k | 77.25 | |
| Delta Air Lines (DAL) | 2.3 | $24M | 405k | 58.48 | |
| U.S. Bancorp (USB) | 2.2 | $23M | 387k | 59.29 | |
| Loews Corporation (L) | 2.1 | $22M | 424k | 52.49 | |
| SPX Corporation | 2.0 | $21M | 418k | 50.88 | |
| Swedbank Ab-a | 1.9 | $19M | 1.3M | 14.89 | |
| Phillips 66 (PSX) | 1.7 | $17M | 156k | 111.41 | |
| Paypal Holdings (PYPL) | 1.6 | $17M | 158k | 108.17 | |
| Ansys (ANSS) | 1.6 | $17M | 65k | 257.41 | |
| Thor Industries (THO) | 1.4 | $15M | 202k | 74.29 | |
| Allegion Plc equity (ALLE) | 1.4 | $15M | 119k | 124.54 | |
| Citigroup (C) | 1.4 | $14M | 176k | 79.89 | |
| Cummins (CMI) | 1.3 | $14M | 78k | 178.95 | |
| Gentex Corporation (GNTX) | 1.3 | $14M | 479k | 28.98 | |
| Evertec (EVTC) | 1.3 | $14M | 406k | 34.04 | |
| Ingersoll-rand Co Ltd-cl A | 1.3 | $13M | 101k | 132.92 | |
| Aib Group | 1.2 | $13M | 3.7M | 3.48 | |
| Oracle Corporation (ORCL) | 1.2 | $12M | 229k | 52.98 | |
| Cognizant Technology Solutions (CTSH) | 1.1 | $11M | 182k | 62.02 | |
| Microsoft Corporation (MSFT) | 1.0 | $11M | 69k | 157.71 | |
| Schlumberger (SLB) | 1.0 | $11M | 268k | 40.20 | |
| Deere & Company (DE) | 0.8 | $8.4M | 49k | 173.26 | |
| Jbg Smith Properties (JBGS) | 0.7 | $7.1M | 179k | 39.89 | |
| Medtronic | 0.7 | $6.8M | 60k | 113.45 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $6.7M | 141k | 47.56 | |
| Spartan Motors | 0.6 | $6.5M | 357k | 18.08 | |
| McKesson Corporation (MCK) | 0.6 | $6.4M | 46k | 138.33 | |
| AmerisourceBergen (COR) | 0.6 | $6.1M | 72k | 85.02 | |
| Goldman Sachs (GS) | 0.4 | $4.1M | 18k | 229.92 | |
| Pulte (PHM) | 0.1 | $698k | 18k | 38.78 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $679k | 2.00 | 339500.00 | |
| Expeditors International of Washington (EXPD) | 0.1 | $556k | 7.1k | 78.05 | |
| Wabtec Corporation (WAB) | 0.0 | $445k | 5.7k | 77.76 | |
| Now (DNOW) | 0.0 | $412k | 37k | 11.24 | |
| Walt Disney Company (DIS) | 0.0 | $250k | 1.7k | 144.51 |
