Schwerin Boyle Capital Management as of March 31, 2021
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 47 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 11.5 | $129M | 506k | 255.47 | |
| Alphabet Inc Class C cs (GOOG) | 7.0 | $79M | 38k | 2068.64 | |
| Bank of America Corporation (BAC) | 5.7 | $64M | 1.7M | 38.69 | |
| Accenture (ACN) | 5.4 | $61M | 220k | 276.25 | |
| General Motors Company (GM) | 5.2 | $59M | 1.0M | 57.46 | |
| Wells Fargo & Company (WFC) | 5.2 | $58M | 1.5M | 39.07 | |
| American Express Company (AXP) | 5.1 | $58M | 407k | 141.44 | |
| CarMax (KMX) | 4.5 | $50M | 379k | 132.66 | |
| MasterCard Incorporated (MA) | 3.8 | $43M | 122k | 356.05 | |
| AGCO Corporation (AGCO) | 3.8 | $42M | 294k | 143.65 | |
| Gartner (IT) | 3.5 | $39M | 213k | 182.55 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $34M | 225k | 152.23 | |
| Facebook Inc cl a (META) | 3.0 | $33M | 113k | 294.53 | |
| Apple (AAPL) | 2.9 | $32M | 265k | 122.15 | |
| Paypal Holdings (PYPL) | 2.8 | $32M | 130k | 242.84 | |
| U.S. Bancorp (USB) | 2.1 | $23M | 422k | 55.31 | |
| SPX Corporation | 2.0 | $23M | 388k | 58.27 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $22M | 398k | 55.83 | |
| Loews Corporation (L) | 1.7 | $19M | 378k | 51.28 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.5 | $16M | 373k | 44.08 | |
| Microsoft Corporation (MSFT) | 1.3 | $15M | 64k | 235.76 | |
| Cognizant Technology Solutions (CTSH) | 1.3 | $14M | 182k | 78.12 | |
| Allegion Plc equity (ALLE) | 1.2 | $14M | 110k | 125.62 | |
| Schlumberger (SLB) | 1.1 | $13M | 472k | 27.19 | |
| Walt Disney Company (DIS) | 1.1 | $13M | 68k | 184.51 | |
| Phillips 66 (PSX) | 1.1 | $12M | 152k | 81.54 | |
| Citigroup (C) | 1.1 | $12M | 164k | 72.75 | |
| Altria (MO) | 1.1 | $12M | 231k | 51.16 | |
| Valero Energy Corporation (VLO) | 1.0 | $12M | 162k | 71.60 | |
| Gentex Corporation (GNTX) | 1.0 | $12M | 324k | 35.67 | |
| Evertec (EVTC) | 0.8 | $9.4M | 254k | 37.22 | |
| McKesson Corporation (MCK) | 0.8 | $9.0M | 46k | 195.04 | |
| AmerisourceBergen (COR) | 0.8 | $8.6M | 73k | 118.07 | |
| Ansys (ANSS) | 0.8 | $8.5M | 25k | 339.54 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $8.4M | 128k | 65.18 | |
| Shyft Group (SHYF) | 0.7 | $8.2M | 221k | 37.20 | |
| Medtronic | 0.6 | $7.1M | 60k | 118.13 | |
| Texas Pacific Land Trust | 0.5 | $5.9M | 3.7k | 1589.46 | |
| Atlas Corp | 0.5 | $5.7M | 418k | 13.65 | |
| Goldman Sachs (GS) | 0.5 | $5.6M | 17k | 327.02 | |
| Deere & Company (DE) | 0.1 | $1.0M | 2.8k | 374.29 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $771k | 2.00 | 385500.00 | |
| Expeditors International of Washington (EXPD) | 0.1 | $767k | 7.1k | 107.66 | |
| Oracle Corporation (ORCL) | 0.0 | $500k | 7.1k | 70.19 | |
| Wabtec Corporation (WAB) | 0.0 | $421k | 5.3k | 79.08 | |
| Now (DNOW) | 0.0 | $314k | 31k | 10.07 | |
| Bristol Myers Squibb (BMY) | 0.0 | $309k | 4.9k | 63.06 |
