Schwerin Boyle Capital Management as of March 31, 2024
Portfolio Holdings for Schwerin Boyle Capital Management
Schwerin Boyle Capital Management holds 52 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 14.6 | $147M | 349k | 420.52 | |
| Facebook Inc cl a (META) | 7.3 | $74M | 152k | 485.58 | |
| American Express Company (AXP) | 5.9 | $59M | 260k | 227.69 | |
| Wells Fargo & Company (WFC) | 5.1 | $51M | 879k | 57.96 | |
| Alphabet Inc Class C cs (GOOG) | 4.4 | $44M | 287k | 152.26 | |
| Accenture (ACN) | 4.2 | $43M | 123k | 346.61 | |
| CarMax (KMX) | 3.9 | $39M | 445k | 87.11 | |
| Gartner (IT) | 3.8 | $38M | 80k | 476.67 | |
| MasterCard Incorporated (MA) | 3.4 | $34M | 71k | 481.57 | |
| Exxon Mobil Corporation (XOM) | 3.2 | $32M | 275k | 116.24 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $31M | 156k | 200.30 | |
| Apple (AAPL) | 2.9 | $30M | 172k | 171.48 | |
| Spx Corp (SPXC) | 2.9 | $29M | 238k | 123.13 | |
| Acuity Brands (AYI) | 2.7 | $27M | 102k | 268.73 | |
| AGCO Corporation (AGCO) | 2.2 | $22M | 177k | 123.02 | |
| Verizon Communications (VZ) | 2.2 | $22M | 517k | 41.96 | |
| Pfizer (PFE) | 2.0 | $20M | 716k | 27.75 | |
| Loews Corporation (L) | 2.0 | $20M | 252k | 78.29 | |
| Schlumberger (SLB) | 1.9 | $19M | 340k | 54.81 | |
| Phillips 66 (PSX) | 1.8 | $18M | 109k | 163.34 | |
| Gentex Corporation (GNTX) | 1.6 | $16M | 453k | 36.12 | |
| McKesson Corporation (MCK) | 1.5 | $16M | 29k | 536.85 | |
| Valero Energy Corporation (VLO) | 1.4 | $14M | 81k | 170.69 | |
| Schwab International Equity ETF (SCHF) | 1.4 | $14M | 353k | 39.02 | |
| Vanguard Emerging Markets ETF (VWO) | 1.2 | $12M | 296k | 41.77 | |
| Cognizant Technology Solutions (CTSH) | 1.1 | $11M | 152k | 73.29 | |
| Comcast Corporation (CMCSA) | 1.1 | $11M | 247k | 43.35 | |
| Allegion Plc equity (ALLE) | 1.0 | $10M | 77k | 134.71 | |
| Microsoft Corporation (MSFT) | 0.9 | $9.3M | 22k | 420.72 | |
| Occidental Petroleum Corporation (OXY) | 0.9 | $9.0M | 138k | 64.99 | |
| Evertec (EVTC) | 0.9 | $8.7M | 218k | 39.90 | |
| Intercontinental Exchange (ICE) | 0.8 | $8.5M | 62k | 137.43 | |
| AmerisourceBergen (COR) | 0.7 | $7.4M | 31k | 242.99 | |
| Shyft Group (SHYF) | 0.7 | $7.2M | 583k | 12.42 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.7 | $6.8M | 104k | 65.60 | |
| Texas Pacific Land Corp (TPL) | 0.6 | $6.1M | 11k | 578.51 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $5.8M | 80k | 72.34 | |
| Paypal Holdings (PYPL) | 0.6 | $5.7M | 85k | 66.99 | |
| Altria (MO) | 0.5 | $5.5M | 126k | 43.62 | |
| Walt Disney Company (DIS) | 0.5 | $4.8M | 39k | 122.36 | |
| Liberty SiriusXM Group A (LSXMA) | 0.4 | $4.3M | 143k | 29.70 | |
| Ansys (ANSS) | 0.4 | $4.1M | 12k | 347.16 | |
| Anheuser-Busch InBev NV (BUD) | 0.4 | $3.6M | 59k | 60.78 | |
| Liberty Media Corp-Liberty Live (LLYVA) | 0.2 | $1.5M | 36k | 42.35 | |
| Xometry (XMTR) | 0.1 | $1.5M | 89k | 16.89 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $1.3M | 2.00 | 634440.00 | |
| Oracle Corporation (ORCL) | 0.1 | $895k | 7.1k | 125.61 | |
| Expeditors International of Washington (EXPD) | 0.1 | $866k | 7.1k | 121.57 | |
| Wabtec Corporation (WAB) | 0.1 | $558k | 3.8k | 145.68 | |
| Bristol Myers Squibb (BMY) | 0.0 | $296k | 5.5k | 54.23 | |
| Now (DNOW) | 0.0 | $260k | 17k | 15.20 | |
| Liberty Media CORP-Liberty Live (LLYVK) | 0.0 | $216k | 4.9k | 43.82 |
