Schwerin Boyle Capital Management as of Dec. 31, 2010
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 51 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 12.3 | $56M | 704k | 80.11 | |
| Coca-Cola Company (KO) | 6.2 | $29M | 433k | 65.77 | |
| Accenture (ACN) | 6.2 | $28M | 582k | 48.49 | |
| American Express Company (AXP) | 5.5 | $25M | 592k | 42.92 | |
| Wells Fargo & Company (WFC) | 5.5 | $25M | 816k | 30.99 | |
| General Electric Company | 5.0 | $23M | 1.3M | 18.29 | |
| ConocoPhillips (COP) | 4.7 | $21M | 314k | 68.10 | |
| Gartner (IT) | 4.4 | $20M | 604k | 33.20 | |
| Johnson & Johnson (JNJ) | 3.9 | $18M | 286k | 61.85 | |
| Procter & Gamble Company (PG) | 3.5 | $16M | 247k | 64.33 | |
| Weight Watchers International | 3.2 | $15M | 390k | 37.49 | |
| Kraft Foods | 3.0 | $14M | 433k | 31.51 | |
| Bank of America Corporation (BAC) | 2.8 | $13M | 967k | 13.34 | |
| Ansys (ANSS) | 2.3 | $11M | 202k | 52.07 | |
| Patterson Companies (PDCO) | 2.3 | $11M | 342k | 30.63 | |
| Southwestern Energy Company | 2.1 | $9.6M | 258k | 37.43 | |
| U.S. Bancorp (USB) | 2.1 | $9.5M | 352k | 26.97 | |
| MasterCard Incorporated (MA) | 1.9 | $8.7M | 39k | 224.11 | |
| Omega Flex (OFLX) | 1.6 | $7.2M | 433k | 16.54 | |
| Microsoft Corporation (MSFT) | 1.5 | $6.7M | 241k | 27.91 | |
| Pepsi (PEP) | 1.3 | $6.0M | 93k | 65.33 | |
| Thor Industries (THO) | 1.2 | $5.7M | 168k | 33.96 | |
| Dresser-Rand | 1.2 | $5.7M | 134k | 42.59 | |
| Varian Medical Systems | 1.1 | $5.2M | 75k | 69.28 | |
| Lancaster Colony (MZTI) | 1.1 | $4.9M | 85k | 57.20 | |
| Morningstar (MORN) | 1.1 | $4.9M | 92k | 53.08 | |
| Apollo | 1.0 | $4.7M | 119k | 39.49 | |
| Cintas Corporation (CTAS) | 1.0 | $4.6M | 165k | 27.96 | |
| Stryker Corporation (SYK) | 0.9 | $4.1M | 77k | 53.70 | |
| Fluor Corporation (FLR) | 0.9 | $4.0M | 60k | 66.27 | |
| Medtronic | 0.8 | $3.7M | 100k | 37.09 | |
| GP Strategies Corporation | 0.8 | $3.5M | 343k | 10.24 | |
| ITT Educational Services (ESINQ) | 0.7 | $3.2M | 50k | 63.68 | |
| Chubb Corporation | 0.7 | $3.0M | 50k | 59.64 | |
| Petrohawk Energy Corporation | 0.6 | $2.7M | 150k | 18.25 | |
| Raytheon Company | 0.6 | $2.6M | 56k | 46.33 | |
| Corinthian Colleges | 0.5 | $2.4M | 467k | 5.21 | |
| Marine Products (MPX) | 0.5 | $2.2M | 334k | 6.66 | |
| Duckwall-ALCO Stores (DUCK) | 0.5 | $2.1M | 165k | 12.70 | |
| Eastern Insurance Holdings | 0.5 | $2.0M | 172k | 11.90 | |
| Hcp | 0.5 | $2.1M | 56k | 36.79 | |
| Mack-Cali Realty (VRE) | 0.4 | $2.0M | 60k | 33.07 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.4 | $1.7M | 45k | 37.84 | |
| Equity Lifestyle Properties (ELS) | 0.4 | $1.7M | 30k | 55.93 | |
| Loews Corporation (L) | 0.3 | $1.6M | 42k | 38.92 | |
| Plum Creek Timber | 0.3 | $1.5M | 40k | 37.45 | |
| PHH Corporation | 0.3 | $1.5M | 63k | 23.15 | |
| Teradata Corporation (TDC) | 0.3 | $1.4M | 35k | 41.17 | |
| Hampden Ban | 0.3 | $1.4M | 126k | 11.33 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $241k | 2.00 | 120500.00 | |
| Education Management (EDMCQ) | 0.1 | $217k | 12k | 18.08 |
