Schwerin Boyle Capital Management as of Sept. 30, 2020
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 45 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 12.6 | $109M | 514k | 212.94 | |
| Alphabet Inc Class C cs (GOOG) | 6.6 | $58M | 39k | 1469.60 | |
| Apple (AAPL) | 6.2 | $54M | 467k | 115.81 | |
| Accenture (ACN) | 5.8 | $51M | 225k | 225.99 | |
| Bank of America Corporation (BAC) | 5.1 | $44M | 1.8M | 24.09 | |
| MasterCard Incorporated (MA) | 4.9 | $43M | 126k | 338.17 | |
| American Express Company (AXP) | 4.8 | $42M | 417k | 100.25 | |
| General Motors Company (GM) | 4.3 | $37M | 1.3M | 29.59 | |
| CarMax (KMX) | 4.1 | $36M | 390k | 91.91 | |
| Wells Fargo & Company (WFC) | 3.5 | $31M | 1.3M | 23.51 | |
| Paypal Holdings (PYPL) | 3.5 | $30M | 153k | 197.03 | |
| Gartner (IT) | 3.1 | $27M | 218k | 124.95 | |
| AGCO Corporation (AGCO) | 2.6 | $23M | 308k | 74.27 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $22M | 230k | 96.27 | |
| Facebook Inc cl a (META) | 2.5 | $22M | 83k | 261.90 | |
| SPX Corporation | 2.1 | $19M | 399k | 46.38 | |
| Walt Disney Company (DIS) | 1.8 | $16M | 129k | 124.08 | |
| U.S. Bancorp (USB) | 1.8 | $15M | 426k | 35.85 | |
| Evertec (EVTC) | 1.6 | $14M | 406k | 34.71 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $14M | 407k | 34.33 | |
| Microsoft Corporation (MSFT) | 1.6 | $14M | 66k | 210.34 | |
| Loews Corporation (L) | 1.6 | $14M | 397k | 34.75 | |
| Cognizant Technology Solutions (CTSH) | 1.4 | $13M | 182k | 69.42 | |
| Gentex Corporation (GNTX) | 1.4 | $12M | 479k | 25.75 | |
| Allegion Plc equity (ALLE) | 1.3 | $11M | 113k | 98.91 | |
| Deere & Company (DE) | 1.2 | $11M | 48k | 221.62 | |
| Altria (MO) | 1.0 | $8.7M | 226k | 38.64 | |
| Ansys (ANSS) | 1.0 | $8.4M | 26k | 327.22 | |
| Phillips 66 (PSX) | 0.9 | $7.7M | 149k | 51.84 | |
| Schlumberger (SLB) | 0.9 | $7.5M | 484k | 15.56 | |
| Citigroup (C) | 0.8 | $7.3M | 169k | 43.11 | |
| AmerisourceBergen (COR) | 0.8 | $7.0M | 73k | 96.92 | |
| McKesson Corporation (MCK) | 0.8 | $6.9M | 46k | 148.93 | |
| Shyft Group (SHYF) | 0.8 | $6.7M | 357k | 18.88 | |
| Swedbank Ab-a | 0.8 | $6.7M | 425k | 15.71 | |
| Medtronic | 0.7 | $6.2M | 60k | 103.92 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $4.8M | 134k | 36.23 | |
| Aib Group | 0.4 | $3.8M | 3.7M | 1.03 | |
| Goldman Sachs (GS) | 0.4 | $3.5M | 17k | 200.94 | |
| Bank Of Ireland | 0.3 | $2.8M | 1.5M | 1.86 | |
| Expeditors International of Washington (EXPD) | 0.1 | $645k | 7.1k | 90.54 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $640k | 2.00 | 320000.00 | |
| Oracle Corporation (ORCL) | 0.0 | $425k | 7.1k | 59.66 | |
| Wabtec Corporation (WAB) | 0.0 | $336k | 5.4k | 61.82 | |
| Now (DNOW) | 0.0 | $145k | 32k | 4.55 |
