Schwerin Boyle Capital Management as of March 31, 2020
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 48 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 10.6 | $76M | 415k | 182.83 | |
| Alphabet Inc Class C cs (GOOG) | 6.6 | $48M | 41k | 1162.80 | |
| Bank of America Corporation (BAC) | 5.6 | $40M | 1.9M | 21.23 | |
| Wells Fargo & Company (WFC) | 5.5 | $39M | 1.4M | 28.70 | |
| Accenture (ACN) | 5.4 | $39M | 237k | 163.26 | |
| American Express Company (AXP) | 5.2 | $38M | 439k | 85.61 | |
| Apple (AAPL) | 5.1 | $36M | 143k | 254.29 | |
| MasterCard Incorporated (MA) | 4.4 | $32M | 131k | 241.56 | |
| Gartner (IT) | 3.2 | $23M | 231k | 99.57 | |
| CarMax (KMX) | 3.1 | $23M | 418k | 53.83 | |
| General Motors Company (GM) | 3.1 | $22M | 1.1M | 20.78 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $22M | 239k | 90.03 | |
| U.S. Bancorp (USB) | 2.1 | $15M | 446k | 34.45 | |
| Delta Air Lines (DAL) | 2.1 | $15M | 536k | 28.53 | |
| Exxon Mobil Corporation (XOM) | 2.1 | $15M | 399k | 37.97 | |
| Paypal Holdings (PYPL) | 2.1 | $15M | 157k | 95.74 | |
| AGCO Corporation (AGCO) | 2.1 | $15M | 318k | 47.25 | |
| Loews Corporation (L) | 2.1 | $15M | 422k | 34.83 | |
| Swedbank Ab-a | 2.0 | $15M | 1.3M | 11.19 | |
| Facebook Inc cl a (META) | 2.0 | $14M | 84k | 166.81 | |
| SPX Corporation | 1.9 | $14M | 415k | 32.64 | |
| Allegion Plc equity (ALLE) | 1.5 | $11M | 118k | 92.02 | |
| Microsoft Corporation (MSFT) | 1.5 | $11M | 68k | 157.70 | |
| Gentex Corporation (GNTX) | 1.5 | $11M | 479k | 22.16 | |
| Evertec (EVTC) | 1.3 | $9.2M | 406k | 22.73 | |
| Thor Industries (THO) | 1.2 | $8.5M | 202k | 42.18 | |
| Cognizant Technology Solutions (CTSH) | 1.2 | $8.4M | 182k | 46.47 | |
| Phillips 66 (PSX) | 1.2 | $8.3M | 156k | 53.65 | |
| American Airls (AAL) | 1.1 | $8.2M | 671k | 12.19 | |
| Citigroup (C) | 1.0 | $7.4M | 176k | 42.12 | |
| Deere & Company (DE) | 0.9 | $6.7M | 48k | 138.16 | |
| AmerisourceBergen (COR) | 0.9 | $6.4M | 72k | 88.50 | |
| McKesson Corporation (MCK) | 0.9 | $6.2M | 46k | 135.26 | |
| Ansys (ANSS) | 0.8 | $6.0M | 26k | 232.49 | |
| Jbg Smith Properties (JBGS) | 0.8 | $5.7M | 179k | 31.83 | |
| Medtronic | 0.8 | $5.4M | 60k | 90.18 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $4.7M | 140k | 33.62 | |
| Spartan Motors | 0.6 | $4.6M | 357k | 12.91 | |
| Schlumberger (SLB) | 0.6 | $4.6M | 338k | 13.49 | |
| Aib Group | 0.6 | $4.1M | 3.7M | 1.13 | |
| Cummins (CMI) | 0.4 | $3.0M | 22k | 135.32 | |
| Bank Of Ireland | 0.4 | $2.8M | 1.5M | 1.90 | |
| Goldman Sachs (GS) | 0.4 | $2.8M | 18k | 154.62 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $544k | 2.00 | 272000.00 | |
| Expeditors International of Washington (EXPD) | 0.1 | $475k | 7.1k | 66.68 | |
| Oracle Corporation (ORCL) | 0.0 | $344k | 7.1k | 48.29 | |
| Wabtec Corporation (WAB) | 0.0 | $274k | 5.7k | 48.13 | |
| Now (DNOW) | 0.0 | $188k | 36k | 5.17 |
