Schwerin Boyle Capital Management as of June 30, 2023
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 47 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 14.6 | $155M | 453k | 341.00 | |
| Facebook Inc cl a (META) | 6.1 | $65M | 225k | 286.98 | |
| American Express Company (AXP) | 5.6 | $60M | 342k | 174.20 | |
| Accenture (ACN) | 5.1 | $55M | 177k | 308.58 | |
| Wells Fargo & Company (WFC) | 4.7 | $50M | 1.2M | 42.68 | |
| Alphabet Inc Class C cs (GOOG) | 4.3 | $46M | 380k | 120.97 | |
| CarMax (KMX) | 4.2 | $45M | 538k | 83.70 | |
| Gartner (IT) | 3.9 | $41M | 118k | 350.31 | |
| Bank of America Corporation (BAC) | 3.7 | $39M | 1.4M | 28.69 | |
| MasterCard Incorporated (MA) | 3.7 | $39M | 99k | 393.30 | |
| Apple (AAPL) | 3.6 | $38M | 197k | 193.97 | |
| Exxon Mobil Corporation (XOM) | 3.5 | $37M | 348k | 107.25 | |
| AGCO Corporation (AGCO) | 3.0 | $32M | 244k | 131.42 | |
| Spx Corp (SPXC) | 2.8 | $30M | 351k | 84.97 | |
| Pfizer (PFE) | 2.6 | $28M | 760k | 36.68 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $28M | 192k | 145.44 | |
| Schlumberger (SLB) | 2.1 | $22M | 444k | 49.12 | |
| Loews Corporation (L) | 1.9 | $20M | 338k | 59.38 | |
| Microsoft Corporation (MSFT) | 1.7 | $18M | 51k | 340.54 | |
| McKesson Corporation (MCK) | 1.6 | $17M | 40k | 427.31 | |
| Schwab International Equity ETF (SCHF) | 1.4 | $15M | 406k | 35.65 | |
| Vanguard Emerging Markets ETF (VWO) | 1.3 | $14M | 340k | 40.68 | |
| Gentex Corporation (GNTX) | 1.3 | $13M | 453k | 29.26 | |
| Phillips 66 (PSX) | 1.2 | $13M | 136k | 95.38 | |
| Allegion Plc equity (ALLE) | 1.2 | $12M | 103k | 120.02 | |
| Comcast Corporation (CMCSA) | 1.1 | $12M | 284k | 41.55 | |
| Verizon Communications (VZ) | 1.1 | $12M | 317k | 37.19 | |
| Cognizant Technology Solutions (CTSH) | 1.1 | $12M | 179k | 65.28 | |
| Valero Energy Corporation (VLO) | 1.1 | $11M | 96k | 117.30 | |
| Altria (MO) | 1.0 | $11M | 233k | 45.30 | |
| Evertec (EVTC) | 0.9 | $9.3M | 254k | 36.83 | |
| AmerisourceBergen (COR) | 0.9 | $9.1M | 48k | 192.43 | |
| Ansys (ANSS) | 0.8 | $8.2M | 25k | 330.27 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.8 | $8.2M | 109k | 75.28 | |
| Paypal Holdings (PYPL) | 0.8 | $8.0M | 120k | 66.73 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $6.7M | 118k | 56.68 | |
| Shyft Group (SHYF) | 0.5 | $4.9M | 221k | 22.06 | |
| Texas Pacific Land Corp (TPL) | 0.4 | $4.6M | 3.5k | 1316.50 | |
| Walt Disney Company (DIS) | 0.3 | $3.7M | 41k | 89.28 | |
| Anheuser-Busch InBev NV (BUD) | 0.3 | $3.5M | 62k | 56.72 | |
| Liberty SiriusXM Group A (LSXMA) | 0.3 | $3.5M | 106k | 32.81 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $1.0M | 2.00 | 517810.00 | |
| Expeditors International of Washington (EXPD) | 0.1 | $863k | 7.1k | 121.13 | |
| Oracle Corporation (ORCL) | 0.1 | $848k | 7.1k | 119.09 | |
| Wabtec Corporation (WAB) | 0.0 | $487k | 4.4k | 109.67 | |
| Bristol Myers Squibb (BMY) | 0.0 | $366k | 5.7k | 63.95 | |
| Now (DNOW) | 0.0 | $277k | 27k | 10.36 |
