Schwerin Boyle Capital Management as of June 30, 2022
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 48 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 13.7 | $134M | 492k | 273.02 | |
| Alphabet Inc Class C cs (GOOG) | 8.1 | $80M | 36k | 2187.46 | |
| Accenture (ACN) | 5.6 | $54M | 196k | 277.65 | |
| Wells Fargo & Company (WFC) | 5.4 | $53M | 1.3M | 39.17 | |
| American Express Company (AXP) | 5.3 | $52M | 376k | 138.62 | |
| Bank of America Corporation (BAC) | 4.8 | $47M | 1.5M | 31.13 | |
| Gartner (IT) | 4.4 | $43M | 178k | 241.83 | |
| CarMax (KMX) | 3.7 | $37M | 405k | 90.48 | |
| MasterCard Incorporated (MA) | 3.6 | $35M | 110k | 315.48 | |
| Exxon Mobil Corporation (XOM) | 3.4 | $33M | 384k | 85.64 | |
| Apple (AAPL) | 3.3 | $32M | 236k | 136.72 | |
| AGCO Corporation (AGCO) | 2.8 | $27M | 274k | 98.70 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $25M | 218k | 112.61 | |
| Loews Corporation (L) | 2.2 | $22M | 367k | 59.26 | |
| Alibaba Group Holding (BABA) | 2.2 | $22M | 191k | 113.68 | |
| Facebook Inc cl a (META) | 2.1 | $20M | 125k | 161.25 | |
| SPX Corporation | 2.0 | $20M | 377k | 52.84 | |
| U.S. Bancorp (USB) | 2.0 | $19M | 421k | 46.02 | |
| Valero Energy Corporation (VLO) | 1.8 | $17M | 162k | 106.28 | |
| Schlumberger (SLB) | 1.7 | $17M | 464k | 35.76 | |
| Microsoft Corporation (MSFT) | 1.6 | $16M | 61k | 256.84 | |
| McKesson Corporation (MCK) | 1.5 | $15M | 46k | 326.22 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.4 | $14M | 378k | 36.04 | |
| Cognizant Technology Solutions (CTSH) | 1.3 | $12M | 182k | 67.49 | |
| Phillips 66 (PSX) | 1.2 | $12M | 146k | 81.99 | |
| AmerisourceBergen (COR) | 1.1 | $11M | 76k | 141.48 | |
| Allegion Plc equity (ALLE) | 1.1 | $11M | 108k | 97.90 | |
| Altria (MO) | 1.0 | $9.7M | 233k | 41.77 | |
| Evertec (EVTC) | 1.0 | $9.4M | 254k | 36.88 | |
| Paypal Holdings (PYPL) | 0.9 | $9.1M | 131k | 69.84 | |
| Gentex Corporation (GNTX) | 0.9 | $9.1M | 324k | 27.97 | |
| Charles Schwab Corporation (SCHW) | 0.8 | $8.1M | 128k | 63.18 | |
| Citigroup (C) | 0.8 | $7.7M | 168k | 45.99 | |
| Liberty Media Corp Series C Li | 0.8 | $7.4M | 117k | 63.47 | |
| Atlas Corp | 0.6 | $6.3M | 584k | 10.71 | |
| Walt Disney Company (DIS) | 0.6 | $6.3M | 66k | 94.41 | |
| Ansys (ANSS) | 0.6 | $6.0M | 25k | 239.28 | |
| Texas Pacific Land Corp (TPL) | 0.6 | $5.5M | 3.7k | 1488.11 | |
| Medtronic | 0.5 | $5.4M | 60k | 89.75 | |
| Anheuser-Busch InBev NV (BUD) | 0.5 | $4.7M | 88k | 53.95 | |
| Shyft Group (SHYF) | 0.4 | $4.1M | 221k | 18.59 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $818k | 2.00 | 409000.00 | |
| Expeditors International of Washington (EXPD) | 0.1 | $694k | 7.1k | 97.42 | |
| Bristol Myers Squibb (BMY) | 0.1 | $653k | 8.5k | 77.05 | |
| Oracle Corporation (ORCL) | 0.1 | $498k | 7.1k | 69.90 | |
| Wabtec Corporation (WAB) | 0.0 | $418k | 5.1k | 82.07 | |
| Now (DNOW) | 0.0 | $300k | 31k | 9.79 | |
| Liberty Broadband Cl C (LBRDK) | 0.0 | $275k | 2.4k | 115.79 |
