Schwerin Boyle Capital Management as of March 31, 2022
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 48 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 14.6 | $175M | 496k | 352.91 | |
| Alphabet Inc Class C cs (GOOG) | 8.5 | $102M | 37k | 2793.00 | |
| American Express Company (AXP) | 5.9 | $71M | 377k | 187.00 | |
| Accenture (ACN) | 5.6 | $68M | 200k | 337.23 | |
| Wells Fargo & Company (WFC) | 5.4 | $65M | 1.3M | 48.46 | |
| Bank of America Corporation (BAC) | 5.2 | $62M | 1.5M | 41.22 | |
| Gartner (IT) | 4.6 | $55M | 184k | 297.46 | |
| AGCO Corporation (AGCO) | 3.5 | $42M | 285k | 146.03 | |
| Apple (AAPL) | 3.4 | $41M | 237k | 174.61 | |
| MasterCard Incorporated (MA) | 3.4 | $41M | 114k | 357.38 | |
| CarMax (KMX) | 3.0 | $36M | 377k | 96.48 | |
| Exxon Mobil Corporation (XOM) | 2.6 | $32M | 385k | 82.59 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $30M | 219k | 136.32 | |
| Facebook Inc cl a (META) | 2.3 | $28M | 125k | 222.36 | |
| Loews Corporation (L) | 2.0 | $24M | 371k | 64.82 | |
| U.S. Bancorp (USB) | 1.9 | $22M | 421k | 53.15 | |
| Alibaba Group Holding (BABA) | 1.7 | $21M | 191k | 108.80 | |
| Schlumberger (SLB) | 1.6 | $19M | 465k | 41.31 | |
| Microsoft Corporation (MSFT) | 1.6 | $19M | 62k | 308.31 | |
| SPX Corporation | 1.6 | $19M | 377k | 49.41 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.4 | $17M | 370k | 45.71 | |
| Valero Energy Corporation (VLO) | 1.4 | $16M | 162k | 101.54 | |
| Cognizant Technology Solutions (CTSH) | 1.4 | $16M | 182k | 89.67 | |
| Paypal Holdings (PYPL) | 1.2 | $15M | 127k | 115.65 | |
| McKesson Corporation (MCK) | 1.2 | $14M | 46k | 306.13 | |
| Phillips 66 (PSX) | 1.1 | $13M | 146k | 86.39 | |
| Altria (MO) | 1.0 | $12M | 233k | 52.25 | |
| Allegion Plc equity (ALLE) | 1.0 | $12M | 108k | 109.78 | |
| AmerisourceBergen (COR) | 1.0 | $12M | 76k | 154.71 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $11M | 128k | 84.31 | |
| Evertec (EVTC) | 0.9 | $10M | 254k | 40.93 | |
| Gentex Corporation (GNTX) | 0.8 | $9.5M | 324k | 29.17 | |
| Walt Disney Company (DIS) | 0.8 | $9.1M | 66k | 137.15 | |
| Citigroup (C) | 0.7 | $9.0M | 168k | 53.40 | |
| Atlas Corp | 0.7 | $8.6M | 584k | 14.68 | |
| Liberty Media Corp Series C Li | 0.7 | $8.2M | 117k | 69.84 | |
| Shyft Group (SHYF) | 0.7 | $8.0M | 221k | 36.11 | |
| Ansys (ANSS) | 0.7 | $7.9M | 25k | 317.64 | |
| Medtronic | 0.6 | $6.7M | 60k | 110.95 | |
| Anheuser-Busch InBev NV (BUD) | 0.4 | $5.3M | 88k | 60.06 | |
| Texas Pacific Land Corp (TPL) | 0.4 | $5.0M | 3.7k | 1352.16 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $1.1M | 2.00 | 529000.00 | |
| Expeditors International of Washington (EXPD) | 0.1 | $735k | 7.1k | 103.17 | |
| Bristol Myers Squibb (BMY) | 0.1 | $619k | 8.5k | 73.04 | |
| Oracle Corporation (ORCL) | 0.0 | $589k | 7.1k | 82.68 | |
| Wabtec Corporation (WAB) | 0.0 | $490k | 5.1k | 96.21 | |
| Liberty Broadband Cl C (LBRDK) | 0.0 | $423k | 3.1k | 135.36 | |
| Now (DNOW) | 0.0 | $338k | 31k | 11.03 |
