Schwerin Boyle Capital Management as of Dec. 31, 2022
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 46 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 15.0 | $149M | 483k | 308.90 | |
| Alphabet Inc Class C cs (GOOG) | 6.5 | $64M | 721k | 88.73 | |
| American Express Company (AXP) | 5.6 | $55M | 373k | 147.75 | |
| Wells Fargo & Company (WFC) | 5.5 | $55M | 1.3M | 41.29 | |
| Accenture (ACN) | 5.2 | $51M | 193k | 266.84 | |
| Bank of America Corporation (BAC) | 5.0 | $50M | 1.5M | 33.12 | |
| Gartner (IT) | 4.5 | $44M | 132k | 336.14 | |
| Exxon Mobil Corporation (XOM) | 4.3 | $42M | 382k | 110.30 | |
| MasterCard Incorporated (MA) | 3.8 | $38M | 109k | 347.73 | |
| AGCO Corporation (AGCO) | 3.8 | $37M | 269k | 138.69 | |
| Apple (AAPL) | 3.1 | $31M | 235k | 129.93 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $29M | 215k | 134.10 | |
| Schlumberger (SLB) | 2.5 | $25M | 458k | 53.46 | |
| CarMax (KMX) | 2.5 | $24M | 400k | 60.89 | |
| Spx Corp (SPXC) | 2.4 | $24M | 370k | 65.65 | |
| Loews Corporation (L) | 2.1 | $21M | 364k | 58.33 | |
| Valero Energy Corporation (VLO) | 1.8 | $18M | 144k | 126.86 | |
| U.S. Bancorp (USB) | 1.8 | $18M | 417k | 43.61 | |
| McKesson Corporation (MCK) | 1.7 | $17M | 46k | 375.12 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.5 | $15M | 384k | 39.31 | |
| Phillips 66 (PSX) | 1.5 | $15M | 143k | 104.08 | |
| Facebook Inc cl a (META) | 1.5 | $15M | 120k | 120.34 | |
| Microsoft Corporation (MSFT) | 1.4 | $14M | 59k | 239.82 | |
| AmerisourceBergen (COR) | 1.3 | $13M | 76k | 165.71 | |
| Allegion Plc equity (ALLE) | 1.1 | $11M | 106k | 105.26 | |
| Altria (MO) | 1.1 | $11M | 233k | 45.71 | |
| Charles Schwab Corporation (SCHW) | 1.1 | $10M | 125k | 83.26 | |
| Cognizant Technology Solutions (CTSH) | 1.0 | $10M | 182k | 57.19 | |
| Paypal Holdings (PYPL) | 0.9 | $9.3M | 130k | 71.22 | |
| Gentex Corporation (GNTX) | 0.9 | $8.8M | 324k | 27.27 | |
| Evertec (EVTC) | 0.8 | $8.2M | 254k | 32.38 | |
| Texas Pacific Land Corp (TPL) | 0.8 | $8.2M | 3.5k | 2344.23 | |
| Citigroup (C) | 0.8 | $7.5M | 166k | 45.23 | |
| Liberty Media Corp Series C Li | 0.7 | $6.7M | 112k | 59.78 | |
| Atlas Corp | 0.6 | $6.3M | 409k | 15.34 | |
| Ansys (ANSS) | 0.6 | $6.0M | 25k | 241.59 | |
| Shyft Group (SHYF) | 0.6 | $5.5M | 221k | 24.86 | |
| Anheuser-Busch InBev NV (BUD) | 0.5 | $5.3M | 88k | 60.04 | |
| Medtronic | 0.5 | $4.7M | 60k | 77.72 | |
| Walt Disney Company (DIS) | 0.4 | $4.0M | 46k | 86.88 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $937k | 2.00 | 468711.00 | |
| Expeditors International of Washington (EXPD) | 0.1 | $740k | 7.1k | 103.92 | |
| Bristol Myers Squibb (BMY) | 0.1 | $610k | 8.5k | 71.95 | |
| Oracle Corporation (ORCL) | 0.1 | $582k | 7.1k | 81.74 | |
| Wabtec Corporation (WAB) | 0.1 | $503k | 5.0k | 99.81 | |
| Now (DNOW) | 0.0 | $385k | 30k | 12.70 |
