13F HOLDINGS REPORT
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Quarter ended Q1 2023 · Filed February 9, 2023 · Accession 0001376474-23-000117
Total Value
$991.5M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATH B | BRK-A | 482,749 | $149.1M | 15.04% |
| 2 | ALPHABET, INC | GOOG | 721,360 | $64.0M | 6.46% |
| 3 | AMER EXPRESS | AXP | 372,676 | $55.1M | 5.55% |
| 4 | WELLS FARGO | 949746101 | 1,331,048 | $55.0M | 5.54% |
| 5 | ACCENTURE PLC | ACN | 192,750 | $51.4M | 5.19% |
| 6 | BANK OF AMERICA | 060505104 | 1,503,799 | $49.8M | 5.02% |
| 7 | GARTNER INC | IT | 131,647 | $44.3M | 4.46% |
| 8 | EXXON MOBIL | XOM | 382,385 | $42.2M | 4.25% |
| 9 | MASTERCARD INC | MA | 109,056 | $37.9M | 3.82% |
| 10 | AGCO CORP | AGCO | 268,990 | $37.3M | 3.76% |
| 11 | APPLE INC | AAPL | 234,690 | $30.5M | 3.08% |
| 12 | JP MORGAN CHASE | VYLD | 214,876 | $28.8M | 2.91% |
| 13 | SLB | SLB | 458,435 | $24.5M | 2.47% |
| 14 | CARMAX INC | KMX | 399,755 | $24.3M | 2.45% |
| 15 | SPX TECH. INC. | SPXC | 369,590 | $24.3M | 2.45% |
| 16 | LOEWS CORP | L | 364,235 | $21.2M | 2.14% |
| 17 | VALERO ENERGY | VLO | 144,000 | $18.3M | 1.84% |
| 18 | US BANCORP | USB-PS | 416,513 | $18.2M | 1.83% |
| 19 | MCKESSON CORP | MCK | 46,000 | $17.3M | 1.74% |
| 20 | LIBERTY SIRIUS-A | FWONB | 383,630 | $15.1M | 1.52% |
| 21 | PHILLIPS 66 | PSX | 143,281 | $14.9M | 1.50% |
| 22 | META PLATFORMS | META | 120,275 | $14.5M | 1.46% |
| 23 | MICROSOFT | MSFT | 59,210 | $14.2M | 1.43% |
| 24 | AMERISOURCEBERGEN | COR | 75,975 | $12.6M | 1.27% |
| 25 | ALLEGION PLC | ALLE | 106,246 | $11.2M | 1.13% |
| 26 | ALTRIA GROUP INC | MO | 232,925 | $10.6M | 1.07% |
| 27 | CHARLES SCHWAB | SCHW-PJ | 125,375 | $10.4M | 1.05% |
| 28 | COGNIZANT TECH | CTSH | 181,475 | $10.4M | 1.05% |
| 29 | PAYPAL HOLDINGS | PYPL | 130,324 | $9.3M | 0.94% |
| 30 | GENTEX CORP | GNTX | 324,000 | $8.8M | 0.89% |
| 31 | EVERTEC, INC | EVTC | 253,800 | $8.2M | 0.83% |
| 32 | TEXAS PAC LAND | TPL | 3,500 | $8.2M | 0.83% |
| 33 | CITIGROUP | C-PR | 166,163 | $7.5M | 0.76% |
| 34 | LIBERTY MED FORM 1 | FWONB | 112,298 | $6.7M | 0.68% |
| 35 | ATLAS CORP | Y0436Q109 | 408,574 | $6.3M | 0.63% |
| 36 | ANSYS INC | 03662Q105 | 24,975 | $6.0M | 0.61% |
| 37 | SHYFT GROUP | 825698103 | 220,557 | $5.5M | 0.55% |
| 38 | ANHEUSER BUSCH ADR | BUDFF | 87,540 | $5.3M | 0.53% |
| 39 | MEDTRONIC PLC | MDT | 60,000 | $4.7M | 0.47% |
| 40 | WALT DISNEY CO. | 254687106 | 45,950 | $4.0M | 0.40% |
| 41 | BERKSHIRE HATH A | BRK-A | 2 | $937,422 | 0.09% |
| 42 | EXPEDITERS INTERNATIONAL WASH | 302130109 | 7,124 | $740,326 | 0.07% |
| 43 | BRISTOL MYERS | CELG-RI | 8,475 | $609,776 | 0.06% |
| 44 | ORACLE CORP | ORCL-PD | 7,124 | $582,316 | 0.06% |
| 45 | WABTEC CORP | 929740108 | 5,040 | $503,042 | 0.05% |
| 46 | NOW INC | DNOW | 30,306 | $384,886 | 0.04% |