Schwerin Boyle Capital Management as of June 30, 2020
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 44 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 11.7 | $93M | 521k | 178.51 | |
| Alphabet Inc Class C cs (GOOG) | 7.1 | $56M | 40k | 1413.61 | |
| Accenture (ACN) | 6.2 | $49M | 230k | 214.72 | |
| Bank of America Corporation (BAC) | 5.6 | $44M | 1.9M | 23.75 | |
| Apple (AAPL) | 5.4 | $43M | 118k | 364.80 | |
| American Express Company (AXP) | 5.1 | $40M | 424k | 95.20 | |
| MasterCard Incorporated (MA) | 4.8 | $38M | 128k | 295.70 | |
| CarMax (KMX) | 4.5 | $36M | 399k | 89.55 | |
| Wells Fargo & Company (WFC) | 4.2 | $34M | 1.3M | 25.60 | |
| Gartner (IT) | 3.4 | $27M | 222k | 121.33 | |
| General Motors Company (GM) | 3.4 | $27M | 1.1M | 25.30 | |
| Paypal Holdings (PYPL) | 3.4 | $27M | 154k | 174.23 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $22M | 234k | 94.06 | |
| Facebook Inc cl a (META) | 2.4 | $19M | 84k | 227.07 | |
| Exxon Mobil Corporation (XOM) | 2.2 | $17M | 389k | 44.72 | |
| AGCO Corporation (AGCO) | 2.2 | $17M | 311k | 55.46 | |
| SPX Corporation | 2.1 | $17M | 400k | 41.15 | |
| U.S. Bancorp (USB) | 2.0 | $16M | 428k | 36.82 | |
| Loews Corporation (L) | 1.8 | $14M | 408k | 34.29 | |
| Microsoft Corporation (MSFT) | 1.7 | $14M | 67k | 203.51 | |
| Gentex Corporation (GNTX) | 1.6 | $12M | 479k | 25.77 | |
| Allegion Plc equity (ALLE) | 1.5 | $12M | 114k | 102.22 | |
| Evertec (EVTC) | 1.4 | $11M | 406k | 28.10 | |
| Phillips 66 (PSX) | 1.4 | $11M | 153k | 71.90 | |
| Swedbank Ab-a | 1.4 | $11M | 850k | 12.81 | |
| Cognizant Technology Solutions (CTSH) | 1.3 | $10M | 181k | 56.82 | |
| Citigroup (C) | 1.1 | $8.7M | 170k | 51.10 | |
| Deere & Company (DE) | 1.0 | $7.6M | 48k | 157.14 | |
| Ansys (ANSS) | 0.9 | $7.5M | 26k | 291.73 | |
| AmerisourceBergen (COR) | 0.9 | $7.3M | 72k | 100.78 | |
| McKesson Corporation (MCK) | 0.9 | $7.1M | 46k | 153.41 | |
| Schlumberger (SLB) | 0.9 | $6.8M | 372k | 18.39 | |
| Shyft Group (SHYF) | 0.8 | $6.0M | 357k | 16.84 | |
| Medtronic | 0.7 | $5.5M | 60k | 91.70 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $4.7M | 139k | 33.74 | |
| Aib Group | 0.6 | $4.6M | 3.7M | 1.26 | |
| Cummins (CMI) | 0.5 | $3.8M | 22k | 173.27 | |
| Goldman Sachs (GS) | 0.4 | $3.5M | 18k | 197.64 | |
| Bank Of Ireland | 0.4 | $3.1M | 1.5M | 2.05 | |
| Expeditors International of Washington (EXPD) | 0.1 | $542k | 7.1k | 76.08 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $535k | 2.00 | 267500.00 | |
| Oracle Corporation (ORCL) | 0.0 | $394k | 7.1k | 55.31 | |
| Wabtec Corporation (WAB) | 0.0 | $319k | 5.5k | 57.53 | |
| Now (DNOW) | 0.0 | $281k | 33k | 8.64 |
