Schwerin Boyle Capital Management Inc (937522) Portfolio


Number of Companies: 58
Inflow: $6,184 K
Outflow: $-16,646 K
Net Flow: $-10,462 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2143 90 Winthrop Realty Trust (FUR) Reit 319,053 New Holding 319,053 $13.13 $4,189 $4,189
326 26 Eastgroup Properties Inc (EGP) Reit 30,500 New Holding 30,500 $60.36 $1,841 $1,841
2521 4 Leucadia National Corp (LUK) Investment Companies 650,023 Added More 4,750 $16.17 $76 $10,510
3001 7 Raytheon Company (RTN) Defense Primes 2,750 Added More 250 $122.62 $30 $337
2755 46 Loews Corp (L) P And C Insurance 14,300 Added More 700 $38.25 $26 $547
2594 11 Dun And Bradstreet Corp (DNB) Information Services 45,300 Added More 150 $103.08 $15 $4,669
2056 40 Phh Corp (PHH) Mortgage Finance 47,035 Added More 375 $12.54 $4 $589
901 3 Thor Industries Inc (THO) Recreational Vehicles 142,000 No Change 0 $63.77 $0 $9,055
2788 12 Cummins Inc (CMI) Commercial Vehicles 53,400 No Change 0 $109.94 $0 $5,870
2998 8 Express Scripts Holding Co (ESRX) Health Care Supply Chain 4,986 No Change 0 $68.69 $0 $342
2720 10 Expeditors Intl Wash Inc (EXPD) Logistics Services 7,124 No Change 0 $48.81 $0 $347
2902 23 Metlife Inc (MET) Life Insurance 120,000 No Change 0 $43.93 $0 $5,272
2905 5 Amerisourcebergen Corp (ABC) Health Care Supply Chain 47,400 No Change 0 $86.55 $0 $4,102
2814 122 Equity Residential (EQR) Reit 29,100 No Change 0 $75.02 $0 $2,183
2976 33 Oracle Corp (ORCL) Infrastructure Software 229,124 No Change 0 $40.91 $0 $9,373
2368 7 Echo Global Logistics Inc (ECHO) Logistics Services 240,000 No Change 0 $27.16 $0 $6,518
1755 13 Medtronic Plc (MDT) Medical Devices 60,000 No Change 0 $75.00 $0 $4,500
3013 9 Mckesson Corp (MCK) Health Care Supply Chain 17,000 No Change 0 $157.25 $0 $2,673
2978 41 Cognizant Tech Solutions-A (CTSH) It Services 180,550 No Change 0 $62.70 $0 $11,320
2806 7 Deere And Co (DE) Agricultural Machinery 48,700 No Change 0 $76.98 $0 $3,749
2749 30 Gentex Corp (GNTX) Auto Parts 559,000 No Change 0 $15.69 $0 $8,770
2303 12 Fluor Corp (FLR) Infrastructure Construction 156,000 No Change 0 $53.70 $0 $8,377
2593 22 Varian Medical Systems Inc (VAR) Medical Equipment 54,000 No Change 0 $80.01 $0 $4,321
2776 74 Apache Corp (APA) Exploration And Production 6,250 No Change 0 $48.81 $0 $305
1693 23 Gp Strategies Corp (GPX) Professional Services 215,037 No Change 0 $27.40 $0 $5,892
2391 102 Post Properties Inc (PPS) Reit 34,500 No Change 0 $59.74 $0 $2,061
197 6 Linear Technology Corp (LLTC) Semiconductor Devices 105,756 No Change 0 $44.56 $0 $4,712
2916 53 National Oilwell Varco Inc (NOV) Oil And Gas Services And Equip 368,975 Sold Some -450 $31.10 $-13 $11,475
111 1 Johnson Controls Inc (JCI) Auto Parts 27,575 Sold Some -500 $38.97 $-19 $1,074
2745 84 Ansys Inc (ANSS) Application Software 70,250 Sold Some -250 $89.45 $-22 $6,284
2326 51 Teradata Corp (TDC) Telecom Carriers 114,450 Sold Some -2,100 $26.24 $-55 $3,003
3000 32 American Express Co (AXP) Consumer Finance 488,660 Sold Some -900 $61.40 $-55 $30,003
3029 24 Coca-Cola Cothe (KO) Beverages 246,650 Sold Some -1,350 $46.38 $-62 $11,442
3033 16 Goldman Sachs Group Inc (GS) Institutional Brokerage 19,150 Sold Some -400 $156.97 $-62 $3,006
2716 6 Agco Corp (AGCO) Agricultural Machinery 474,649 Sold Some -2,100 $49.70 $-104 $23,590
3071 42 Intl Business Machines Corp (IBM) It Services 150,320 Sold Some -720 $151.44 $-109 $22,765
480 3 Phillips 66 (PSX) Refining And Marketing 120,681 Sold Some -1,288 $86.58 $-111 $10,449
2617 3 Csx Corp (CSX) Rail Freight 320,050 Sold Some -4,350 $25.75 $-112 $8,241
842 8 Omega Flex Inc (OFLX) Fabricated Metal And Hardware 331,290 Sold Some -3,300 $34.77 $-114 $11,522
2904 10 Ebay Inc (EBAY) Ecommerce Discretionary 444,344 Sold Some -5,950 $23.86 $-141 $10,602
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 261,570 Sold Some -2,450 $59.22 $-145 $15,490
2950 8 General Motors Co (GM) Automobiles 800,317 Sold Some -5,250 $31.43 $-165 $25,153
1266 5 Marine Products Corp (MPX) Recreational Vehicles 149,210 Sold Some -23,290 $7.59 $-176 $1,132
2778 11 Bank Of America Corp (BAC) Diversified Banks 1,391,886 Sold Some -13,748 $13.52 $-185 $18,818
3050 14 Wells Fargo And Co (WFC) Diversified Banks 723,156 Sold Some -4,243 $48.36 $-205 $34,971
54 1 Ingersoll-Rand Plc (IR) Comml And Res Bldg Equip And Sys 392,563 Sold Some -3,900 $62.00 $-241 $24,342
2920 268 Us Bancorp (USB) Banks 369,400 Sold Some -6,250 $40.59 $-253 $14,993
3036 50 American International Group (AIG) P And C Insurance 0 Sold All -4,986 $54.04 $-269 $0
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 322,296 Sold Some -3,150 $94.50 $-297 $30,456
241 3 Gartner Inc (IT) Information Services 200,870 Sold Some -3,400 $89.34 $-303 $17,947
3011 13 Citigroup Inc (C) Diversified Banks 206,164 Sold Some -9,050 $41.75 $-377 $8,607
3049 6 General Electric Co (GE) Electrical Power Equipment 1,000,613 Sold Some -15,500 $31.79 $-492 $31,809
3072 34 Microsoft Corp (MSFT) Infrastructure Software 253,020 Sold Some -16,900 $55.23 $-933 $13,974
408 32 Taubman Centers Inc (TCO) Reit 0 Sold All -13,200 $71.23 $-940 $0
2949 126 Boston Properties Inc (BXP) Reit 0 Sold All -13,800 $127.08 $-1,753 $0
80 1 Accenture Plc-Cl A (ACN) It Services 436,244 Sold Some -15,600 $115.40 $-1,800 $50,342
2694 34 Handr Block Inc (HRB) Professional Services 64,200 Sold Some -128,978 $26.42 $-3,407 $1,696
1950 4 Ch Robinson Worldwide Inc (CHRW) Logistics Services 0 Sold All -50,000 $74.23 $-3,711 $0