Schwerin Boyle Capital Management as of Dec. 31, 2020
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 50 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 11.1 | $119M | 512k | 231.87 | |
| Alphabet Inc Class C cs (GOOG) | 6.4 | $68M | 39k | 1751.88 | |
| Apple (AAPL) | 5.7 | $62M | 463k | 132.69 | |
| Accenture (ACN) | 5.5 | $59M | 224k | 261.21 | |
| Wells Fargo & Company (WFC) | 4.9 | $53M | 1.8M | 30.18 | |
| Bank of America Corporation (BAC) | 4.8 | $51M | 1.7M | 30.31 | |
| American Express Company (AXP) | 4.7 | $50M | 414k | 120.91 | |
| MasterCard Incorporated (MA) | 4.2 | $45M | 125k | 356.94 | |
| General Motors Company (GM) | 4.1 | $44M | 1.0M | 41.64 | |
| CarMax (KMX) | 3.4 | $37M | 388k | 94.46 | |
| Gartner (IT) | 3.2 | $35M | 218k | 160.19 | |
| AGCO Corporation (AGCO) | 3.0 | $32M | 308k | 103.09 | |
| Paypal Holdings (PYPL) | 2.9 | $32M | 135k | 234.20 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $29M | 229k | 127.07 | |
| Facebook Inc cl a (META) | 2.1 | $23M | 83k | 273.16 | |
| SPX Corporation | 2.0 | $22M | 394k | 54.54 | |
| U.S. Bancorp (USB) | 1.8 | $20M | 425k | 46.59 | |
| Loews Corporation (L) | 1.6 | $17M | 383k | 45.02 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $17M | 403k | 41.22 | |
| Gentex Corporation (GNTX) | 1.5 | $16M | 479k | 33.93 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.5 | $16M | 372k | 43.19 | |
| Walt Disney Company (DIS) | 1.5 | $16M | 89k | 181.18 | |
| Evertec (EVTC) | 1.4 | $15M | 386k | 39.32 | |
| Cognizant Technology Solutions (CTSH) | 1.4 | $15M | 182k | 81.95 | |
| Microsoft Corporation (MSFT) | 1.4 | $15M | 65k | 222.43 | |
| Allegion Plc equity (ALLE) | 1.2 | $13M | 113k | 116.38 | |
| Fairfax Financial Holdings Lim (FRFHF) | 1.1 | $12M | 36k | 340.94 | |
| Deere & Company (DE) | 1.1 | $12M | 43k | 269.04 | |
| Phillips 66 (PSX) | 1.0 | $11M | 155k | 69.94 | |
| Schlumberger (SLB) | 1.0 | $11M | 480k | 21.83 | |
| Citigroup (C) | 1.0 | $10M | 167k | 61.66 | |
| Shyft Group (SHYF) | 0.9 | $10M | 357k | 28.38 | |
| Altria (MO) | 0.9 | $9.4M | 230k | 41.00 | |
| Ansys (ANSS) | 0.9 | $9.3M | 26k | 363.79 | |
| Valero Energy Corporation (VLO) | 0.9 | $9.2M | 162k | 56.57 | |
| McKesson Corporation (MCK) | 0.7 | $8.0M | 46k | 173.91 | |
| Aib Group | 0.7 | $7.5M | 3.7M | 2.05 | |
| Swedbank Ab-a | 0.7 | $7.4M | 425k | 17.52 | |
| AmerisourceBergen (COR) | 0.7 | $7.1M | 73k | 97.76 | |
| Medtronic | 0.7 | $7.0M | 60k | 117.13 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $7.0M | 131k | 53.04 | |
| Bank Of Ireland | 0.6 | $6.0M | 1.5M | 4.03 | |
| Goldman Sachs (GS) | 0.4 | $4.6M | 17k | 263.73 | |
| Texas Pacific Land Trust | 0.4 | $4.1M | 5.7k | 727.02 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $696k | 2.00 | 348000.00 | |
| Expeditors International of Washington (EXPD) | 0.1 | $678k | 7.1k | 95.17 | |
| Oracle Corporation (ORCL) | 0.0 | $461k | 7.1k | 64.71 | |
| Wabtec Corporation (WAB) | 0.0 | $396k | 5.4k | 73.27 | |
| Bristol Myers Squibb (BMY) | 0.0 | $304k | 4.9k | 62.04 | |
| Now (DNOW) | 0.0 | $229k | 32k | 7.19 |
