Schwerin Boyle Capital Management as of Sept. 30, 2022
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 47 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 14.3 | $131M | 490k | 267.02 | |
| Alphabet Inc Class C cs (GOOG) | 7.6 | $70M | 727k | 96.15 | |
| Wells Fargo & Company (WFC) | 5.9 | $54M | 1.3M | 40.22 | |
| American Express Company (AXP) | 5.5 | $51M | 376k | 134.91 | |
| Accenture (ACN) | 5.5 | $50M | 195k | 257.30 | |
| Bank of America Corporation (BAC) | 5.0 | $46M | 1.5M | 30.20 | |
| Gartner (IT) | 4.1 | $38M | 136k | 276.69 | |
| Exxon Mobil Corporation (XOM) | 3.7 | $34M | 387k | 87.31 | |
| Apple (AAPL) | 3.6 | $33M | 237k | 138.20 | |
| MasterCard Incorporated (MA) | 3.4 | $31M | 110k | 284.34 | |
| CarMax (KMX) | 2.9 | $27M | 403k | 66.02 | |
| AGCO Corporation (AGCO) | 2.9 | $26M | 273k | 96.17 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $23M | 218k | 104.50 | |
| Spx Corp (SPXC) | 2.3 | $21M | 376k | 55.22 | |
| Loews Corporation (L) | 2.0 | $18M | 367k | 49.84 | |
| Valero Energy Corporation (VLO) | 1.9 | $17M | 162k | 106.85 | |
| U.S. Bancorp (USB) | 1.8 | $17M | 421k | 40.32 | |
| Schlumberger (SLB) | 1.8 | $17M | 465k | 35.90 | |
| Facebook Inc cl a (META) | 1.8 | $17M | 122k | 135.68 | |
| McKesson Corporation (MCK) | 1.7 | $16M | 46k | 339.87 | |
| Alibaba Group Holding (BABA) | 1.7 | $15M | 190k | 79.99 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.6 | $15M | 387k | 38.07 | |
| Microsoft Corporation (MSFT) | 1.5 | $14M | 60k | 232.90 | |
| Phillips 66 (PSX) | 1.3 | $12M | 145k | 80.72 | |
| Paypal Holdings (PYPL) | 1.2 | $11M | 131k | 86.07 | |
| Cognizant Technology Solutions (CTSH) | 1.1 | $10M | 182k | 57.44 | |
| AmerisourceBergen (COR) | 1.1 | $10M | 76k | 135.33 | |
| Allegion Plc equity (ALLE) | 1.1 | $9.7M | 108k | 89.68 | |
| Altria (MO) | 1.0 | $9.4M | 233k | 40.38 | |
| Charles Schwab Corporation (SCHW) | 1.0 | $9.1M | 127k | 71.87 | |
| Evertec (EVTC) | 0.9 | $8.0M | 254k | 31.35 | |
| Gentex Corporation (GNTX) | 0.8 | $7.7M | 324k | 23.84 | |
| Citigroup (C) | 0.8 | $7.0M | 168k | 41.67 | |
| Liberty Media Corp Series C Li | 0.7 | $6.7M | 115k | 58.50 | |
| Texas Pacific Land Corp (TPL) | 0.7 | $6.6M | 3.7k | 1777.30 | |
| Atlas Corp | 0.6 | $5.7M | 409k | 13.90 | |
| Ansys (ANSS) | 0.6 | $5.5M | 25k | 221.70 | |
| Medtronic | 0.5 | $4.8M | 60k | 80.75 | |
| Shyft Group (SHYF) | 0.5 | $4.5M | 221k | 20.43 | |
| Walt Disney Company (DIS) | 0.5 | $4.4M | 46k | 94.32 | |
| Anheuser-Busch InBev NV (BUD) | 0.4 | $4.0M | 88k | 45.16 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $813k | 2.00 | 406500.00 | |
| Expeditors International of Washington (EXPD) | 0.1 | $629k | 7.1k | 88.29 | |
| Bristol Myers Squibb (BMY) | 0.1 | $602k | 8.5k | 71.03 | |
| Oracle Corporation (ORCL) | 0.0 | $435k | 7.1k | 61.06 | |
| Wabtec Corporation (WAB) | 0.0 | $413k | 5.1k | 81.28 | |
| Now (DNOW) | 0.0 | $307k | 31k | 10.06 |
