Schwerin Boyle Capital Management as of March 31, 2023
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 44 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 14.6 | $142M | 459k | 308.77 | |
| Alphabet Inc Class C cs (GOOG) | 7.2 | $71M | 678k | 104.00 | |
| American Express Company (AXP) | 5.8 | $57M | 345k | 164.95 | |
| Accenture (ACN) | 5.3 | $52M | 181k | 285.81 | |
| Facebook Inc cl a (META) | 4.9 | $48M | 227k | 211.94 | |
| Wells Fargo & Company (WFC) | 4.5 | $44M | 1.2M | 37.38 | |
| Bank of America Corporation (BAC) | 4.0 | $39M | 1.4M | 28.60 | |
| Gartner (IT) | 4.0 | $39M | 119k | 325.77 | |
| Exxon Mobil Corporation (XOM) | 3.9 | $38M | 347k | 109.66 | |
| MasterCard Incorporated (MA) | 3.8 | $37M | 102k | 363.41 | |
| CarMax (KMX) | 3.6 | $35M | 549k | 64.28 | |
| Apple (AAPL) | 3.5 | $34M | 206k | 164.90 | |
| AGCO Corporation (AGCO) | 3.5 | $34M | 249k | 135.20 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $26M | 197k | 130.31 | |
| Spx Corp (SPXC) | 2.6 | $25M | 359k | 70.58 | |
| Schlumberger (SLB) | 2.2 | $22M | 445k | 49.10 | |
| Loews Corporation (L) | 2.0 | $20M | 340k | 58.02 | |
| McKesson Corporation (MCK) | 1.7 | $16M | 46k | 356.05 | |
| Microsoft Corporation (MSFT) | 1.6 | $16M | 55k | 288.30 | |
| Schwab International Equity ETF (SCHF) | 1.5 | $14M | 406k | 34.80 | |
| Phillips 66 (PSX) | 1.4 | $14M | 136k | 101.38 | |
| Vanguard Emerging Markets ETF (VWO) | 1.4 | $14M | 340k | 40.40 | |
| Valero Energy Corporation (VLO) | 1.4 | $13M | 96k | 139.60 | |
| Allegion Plc equity (ALLE) | 1.2 | $11M | 105k | 106.73 | |
| Cognizant Technology Solutions (CTSH) | 1.1 | $11M | 182k | 60.93 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.1 | $11M | 375k | 28.09 | |
| Altria (MO) | 1.1 | $10M | 233k | 44.62 | |
| Paypal Holdings (PYPL) | 1.0 | $9.3M | 123k | 75.94 | |
| Gentex Corporation (GNTX) | 0.9 | $9.1M | 324k | 28.03 | |
| AmerisourceBergen (COR) | 0.9 | $8.6M | 54k | 160.11 | |
| Evertec (EVTC) | 0.9 | $8.6M | 254k | 33.75 | |
| Ansys (ANSS) | 0.9 | $8.3M | 25k | 332.80 | |
| Liberty Media Corp Series C Li | 0.8 | $8.2M | 110k | 74.83 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $6.2M | 118k | 52.38 | |
| Texas Pacific Land Corp (TPL) | 0.6 | $6.0M | 3.5k | 1701.02 | |
| Shyft Group (SHYF) | 0.5 | $5.0M | 221k | 22.75 | |
| Anheuser-Busch InBev NV (BUD) | 0.5 | $4.4M | 67k | 66.73 | |
| Walt Disney Company (DIS) | 0.4 | $4.4M | 44k | 100.13 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $931k | 2.00 | 465600.00 | |
| Expeditors International of Washington (EXPD) | 0.1 | $785k | 7.1k | 110.12 | |
| Oracle Corporation (ORCL) | 0.1 | $662k | 7.1k | 92.92 | |
| Bristol Myers Squibb (BMY) | 0.1 | $643k | 9.3k | 69.31 | |
| Wabtec Corporation (WAB) | 0.0 | $461k | 4.6k | 101.06 | |
| Now (DNOW) | 0.0 | $306k | 27k | 11.15 |
