SCHWARTZ INVESTMENT COUNSEL INC Q1 2024 Filing

Filed May 7, 2024

Portfolio Value

$2.7T

Holdings

140

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (140 positions)

StockValue
MAMASTERCARD INC
$117.2B
TPLTEXAS PACIFIC LAND CORPORATI
$114.7B
CPRTCOPART INC
$91.2B
TXNTEXAS INSTRS INC
$87.5B
APGAPI GROUP CORP
$81.8B
ACNACCENTURE PLC IRELAND
$79.4B
CHECHEMED CORP NEW
$75.7B
BRBROADRIDGE FINL SOLUTIONS IN
$75.7B
LOWLOWES COS INC
$75.2B
HEIHEICO CORP NEW
$73.4B
SPGIS&P GLOBAL INC
$69.1B
ROPROPER TECHNOLOGIES INC
$63.2B
ORLYO REILLY AUTOMOTIVE INC NEW
$57.6B
NVDANVIDIA CORP
$56.0B
FANGDIAMONDBACK ENERGY INC
$55.7B
SBACSBA COMMUNICATIONS CORP NEW
$54.0B
AKXANSYS INC
$52.4B
MCOMOODYS CORP
$50.8B
CBCHUBB LIMITED
$48.0B
ATRAPTARGROUP INC
$46.8B
JKHYHENRY JACK & ASSOC INC
$46.3B
BROBROWN & BROWN INC
$45.4B
IQVIQVIA HLDGS INC
$45.2B
FNFFIDELITY NATIONAL FINANCIAL
$45.1B
TFCTRUIST FINL CORP
$41.8B
LMTLOCKHEED MARTIN CORP
$40.9B
VVVVALVOLINE INC
$40.1B
CCEPCOCA COLA EUROPEAN PARTNERS
$39.8B
CVXCHEVRON CORP NEW
$39.8B
FASTFASTENAL CO
$39.1B
CSLCARLISLE COS INC
$37.4B
GPCGENUINE PARTS CO
$37.3B
TJXTJX COS INC NEW
$30.8B
SLABSILICON LABORATORIES INC
$28.0B
SSNCSS&C TECHNOLOGIES HLDGS INC
$27.4B
AOSSMITH A O CORP
$27.3B
EXECHESAPEAKE ENERGY CORP
$26.9B
BNBROOKFIELD CORP
$26.7B
BLBLACKLINE INC
$26.5B
WSOWATSCO INC
$24.2B
BAMBROOKFIELD ASSET MANAGMT LTD
$23.6B
TSCOTRACTOR SUPPLY CO
$20.8B
VRRMVERRA MOBILITY CORP
$19.6B
INTCINTEL CORP
$19.4B
XPELXPEL INC
$18.9B
PXDEURPIONEER NAT RES CO
$18.7B
SLBSCHLUMBERGER LTD
$17.7B
MIRMIRION TECHNOLOGIES INC
$17.0B
CDWCDW CORP
$16.9B
JOEST JOE CO
$15.6B
MCXMCCORMICK & CO INC
$15.4B
COPCONOCOPHILLIPS
$15.1B
ICEINTERCONTINENTAL EXCHANGE IN
$15.1B
BKNGBOOKING HLDGS INC
$14.5B
HIFSHINGHAM INSTN SVGS MASS
$14.1B
BATRAATLANTA BRAVES HLDGS INC
$13.7B
HAEHAEMONETICS CORP
$12.9B
DGXQUEST DIAGNOSTICS INC
$12.8B
OXYOCCIDENTAL PETE CORP
$12.4B
FNVFRANCO NEVADA CORP
$12.4B
XOMEXXON MOBIL CORP
$12.2B
PBTPERMIAN BASIN RTY TR
$11.8B
SUXTD SYNNEX CORPORATION
$11.6B
SIMOSILICON MOTION TECHNOLOGY CO
$11.5B
ALCALCON INC
$11.5B
YETIYETI HLDGS INC
$11.3B
AWIARMSTRONG WORLD INDS INC NEW
$11.2B
LHXL3HARRIS TECHNOLOGIES INC
$10.9B
WPMWHEATON PRECIOUS METALS CORP
$10.8B
SITMSITIME CORP
$10.3B
ALLEALLEGION PLC
$10.2B
WINAWINMARK CORP
$9.6B
DBRGDIGITALBRIDGE GROUP INC
$9.1B
OTISOTIS WORLDWIDE CORP
$8.4B
CMECME GROUP INC
$7.6B
GFLGFL ENVIRONMENTAL INC
$6.9B
UHAL/BU HAUL HOLDING COMPANY
$6.5B
THOTHOR INDS INC
$6.5B
ETNEATON CORP PLC
$5.9B
GQ9SPDR GOLD TRUST
$5.0B
DSGRDISTRIBUTION SOLUTIONS GRP I
$4.5B
STNESTONECO LTD
$4.4B
UPSUNITED PARCEL SERVICE INC
$3.9B
FGF&G ANNUITIES & LIFE INC
$3.9B
MKLMARKEL CORP
$3.8B
APOAPOLLO GLOBAL MGMT INC
$3.7B
STVNSTEVANATO GROUP S P A
$3.6B
BROOKFIELD REINS LTD
$3.6B
SNSHARKNINJA INC
$3.2B
MDTMEDTRONIC PLC
$3.0B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$2.9B
HDBHDFC BANK LTD
$2.6B
TELTE CONNECTIVITY LTD
$2.6B
IMXIINTERNATIONAL MNY EXPRESS IN
$2.5B
SPNSSAPIENS INTL CORP N V
$2.3B
GSMFERROGLOBE PLC
$2.2B
HESS CORP
$2.2B
FWRGFIRST WATCH RESTAURANT GROUP
$2.0B
G3VGREEN PLAINS INC
$2.0B
MASMASCO CORP
$2.0B
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