Schwerin Boyle Capital Management as of Dec. 31, 2021
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 48 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 12.2 | $150M | 501k | 299.00 | |
| Alphabet Inc Class C cs (GOOG) | 8.6 | $106M | 37k | 2893.59 | |
| Accenture (ACN) | 6.9 | $85M | 205k | 414.55 | |
| Bank of America Corporation (BAC) | 5.5 | $68M | 1.5M | 44.49 | |
| Wells Fargo & Company (WFC) | 5.3 | $65M | 1.4M | 47.98 | |
| Gartner (IT) | 5.1 | $63M | 189k | 334.32 | |
| American Express Company (AXP) | 5.0 | $62M | 380k | 163.60 | |
| CarMax (KMX) | 4.0 | $49M | 378k | 130.23 | |
| Apple (AAPL) | 3.5 | $44M | 245k | 177.57 | |
| MasterCard Incorporated (MA) | 3.4 | $42M | 118k | 359.32 | |
| Facebook Inc cl a (META) | 3.1 | $38M | 114k | 336.35 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $35M | 221k | 158.35 | |
| AGCO Corporation (AGCO) | 2.7 | $33M | 288k | 116.02 | |
| Paypal Holdings (PYPL) | 2.0 | $24M | 127k | 188.58 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $24M | 392k | 61.19 | |
| U.S. Bancorp (USB) | 1.9 | $24M | 418k | 56.17 | |
| SPX Corporation | 1.9 | $23M | 383k | 59.68 | |
| Alibaba Group Holding (BABA) | 1.8 | $22M | 188k | 118.79 | |
| Loews Corporation (L) | 1.8 | $22M | 375k | 57.76 | |
| Microsoft Corporation (MSFT) | 1.7 | $22M | 64k | 336.32 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.5 | $19M | 374k | 50.85 | |
| Cognizant Technology Solutions (CTSH) | 1.3 | $16M | 182k | 88.72 | |
| Allegion Plc equity (ALLE) | 1.2 | $15M | 109k | 132.44 | |
| Schlumberger (SLB) | 1.1 | $14M | 469k | 29.95 | |
| Evertec (EVTC) | 1.0 | $13M | 254k | 49.98 | |
| Valero Energy Corporation (VLO) | 1.0 | $12M | 162k | 75.11 | |
| McKesson Corporation (MCK) | 0.9 | $11M | 46k | 248.57 | |
| Gentex Corporation (GNTX) | 0.9 | $11M | 324k | 34.85 | |
| Altria (MO) | 0.9 | $11M | 233k | 47.39 | |
| Shyft Group (SHYF) | 0.9 | $11M | 221k | 49.13 | |
| Phillips 66 (PSX) | 0.9 | $11M | 149k | 72.46 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $11M | 128k | 84.10 | |
| Walt Disney Company (DIS) | 0.8 | $10M | 67k | 154.88 | |
| AmerisourceBergen (COR) | 0.8 | $10M | 76k | 132.89 | |
| Ansys (ANSS) | 0.8 | $10M | 25k | 401.12 | |
| Citigroup (C) | 0.8 | $9.9M | 165k | 60.39 | |
| Atlas Corp | 0.6 | $7.6M | 537k | 14.18 | |
| Liberty Media Corp Series C Li | 0.6 | $7.5M | 118k | 63.24 | |
| Medtronic | 0.5 | $6.2M | 60k | 103.45 | |
| Texas Pacific Land Corp (TPL) | 0.4 | $4.6M | 3.7k | 1248.92 | |
| Anheuser-Busch InBev NV (BUD) | 0.3 | $4.1M | 68k | 60.55 | |
| Expeditors International of Washington (EXPD) | 0.1 | $957k | 7.1k | 134.33 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $901k | 2.00 | 450500.00 | |
| Oracle Corporation (ORCL) | 0.1 | $621k | 7.1k | 87.17 | |
| Bristol Myers Squibb (BMY) | 0.0 | $528k | 8.5k | 62.30 | |
| Liberty Broadband Cl C (LBRDK) | 0.0 | $503k | 3.1k | 160.96 | |
| Wabtec Corporation (WAB) | 0.0 | $488k | 5.3k | 92.06 | |
| Now (DNOW) | 0.0 | $264k | 31k | 8.54 |
