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Top 5 1st Quarter Trades of SCHWERIN BOYLE CAPITAL MANAGEMENT INC

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May 16, 2022
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SCHWERIN BOYLE CAPITAL MANAGEMENT INC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

ONE MONARCH PLACE, SUITE 700 SPRINGFIELD, MA 01144

As of the latest 13F report, the guru’s equity portfolio contained 48 stocks valued at a total of $1,200,000,000. The top holdings were BRK.B(14.60%), GOOG(8.49%), and AXP(5.87%).

According to GuruFocus data, these were SCHWERIN BOYLE CAPITAL MANAGEMENT INC’s top five trades of the quarter.

Meta Platforms Inc


During the quarter, SCHWERIN BOYLE CAPITAL MANAGEMENT INC bought 11,150 shares of NAS:FB for a total holding of 125,115. The trade had a 0.21% impact on the equity portfolio. During the quarter, the stock traded for an average price of $250.52.

On 05/16/2022, Meta Platforms Inc traded for a price of $198.62 per share and a market cap of $537,529,951,000. The stock has returned -34.93% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Meta Platforms Inc has a price-earnings ratio of 15.02, a price-book ratio of 4.37, a price-earnings-to-growth (PEG) ratio of 0.56, a EV-to-Ebitda ratio of 9.75 and a price-sales ratio of 4.68.

The price-to-GF Value ratio is 0.51, earning the stock a GF Value rank of 4.

Accenture PLC


SCHWERIN BOYLE CAPITAL MANAGEMENT INC reduced their investment in NYSE:ACN by 4,555 shares. The trade had a 0.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $337.27.

On 05/16/2022, Accenture PLC traded for a price of $286.77 per share and a market cap of $181,640,329,000. The stock has returned 1.84% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Accenture PLC has a price-earnings ratio of 28.91, a price-book ratio of 8.83, a price-earnings-to-growth (PEG) ratio of 2.54, a EV-to-Ebitda ratio of 17.07 and a price-sales ratio of 3.26.

The price-to-GF Value ratio is 0.91, earning the stock a GF Value rank of 7.

Gartner Inc


SCHWERIN BOYLE CAPITAL MANAGEMENT INC reduced their investment in NYSE:IT by 5,669 shares. The trade had a 0.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $289.47.

On 05/16/2022, Gartner Inc traded for a price of $255.52 per share and a market cap of $20,579,338,000. The stock has returned 11.29% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Gartner Inc has a price-earnings ratio of 26.98, a price-book ratio of 175.49, a price-earnings-to-growth (PEG) ratio of 0.91, a EV-to-Ebitda ratio of 17.92 and a price-sales ratio of 4.41.

The price-to-GF Value ratio is 1.23, earning the stock a GF Value rank of 3.

Apple Inc


SCHWERIN BOYLE CAPITAL MANAGEMENT INC reduced their investment in NAS:AAPL by 8,680 shares. The trade had a 0.13% impact on the equity portfolio. During the quarter, the stock traded for an average price of $168.23.

On 05/16/2022, Apple Inc traded for a price of $147.11 per share and a market cap of $2,381,001,977,000. The stock has returned 18.43% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Apple Inc has a price-earnings ratio of 23.88, a price-book ratio of 35.38, a price-earnings-to-growth (PEG) ratio of 1.68, a EV-to-Ebitda ratio of 18.42 and a price-sales ratio of 6.31.

The price-to-GF Value ratio is 0.88, earning the stock a GF Value rank of 7.

Berkshire Hathaway Inc


SCHWERIN BOYLE CAPITAL MANAGEMENT INC reduced their investment in NYSE:BRK.B by 4,391 shares. The trade had a 0.11% impact on the equity portfolio. During the quarter, the stock traded for an average price of $323.34.

On 05/16/2022, Berkshire Hathaway Inc traded for a price of $310.36 per share and a market cap of $684,426,289,000. The stock has returned 8.18% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Berkshire Hathaway Inc has a price-earnings ratio of 8.38, a price-book ratio of 1.35, a price-earnings-to-growth (PEG) ratio of 0.27, a EV-to-Ebitda ratio of 6.48 and a price-sales ratio of 1.97.

The price-to-GF Value ratio is 1.02, earning the stock a GF Value rank of 6.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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