SCHWARTZ INVESTMENT COUNSEL INC Q3 2020 Filing

Filed November 9, 2020

Portfolio Value

$2.0B

Holdings

125

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (125 positions)

StockValue
VVISA INC
$81.6M
LOWLOWES COS INC
$80.2M
TXNTEXAS INSTRS INC
$77.1M
MDTMEDTRONIC PLC
$72.1M
ZBHZIMMER BIOMET HOLDINGS INC
$70.6M
BRBROADRIDGE FINL SOLUTIONS IN
$62.8M
ACNACCENTURE PLC IRELAND
$60.7M
AKXANSYS INC
$60.4M
MAMASTERCARD INC
$53.9M
MSFTMICROSOFT CORP
$52.5M
CPRTCOPART INC
$51.5M
ROPROPER TECHNOLOGIES INC
$50.0M
MCOMOODYS CORP
$48.0M
HEIHEICO CORP NEW
$46.5M
SPGIS&P GLOBAL INC
$43.0M
KELKELLOGG CO
$39.2M
UPSUNITED PARCEL SERVICE INC
$38.1M
SBACSBA COMMUNICATIONS CORP NEW
$38.0M
BAMBROOKFIELD ASSET MGMT INC
$35.4M
FTDRFRONTDOOR INC
$35.3M
CHNGUSDCHANGE HEALTHCARE INC
$35.0M
VFCV F CORP
$34.1M
WSOWATSCO INC
$31.8M
TFCTRUIST FINL CORP
$31.6M
GPCGENUINE PARTS CO
$31.0M
OLLIOLLIES BARGAIN OUTLT HLDGS I
$30.2M
IQVIQVIA HLDGS INC
$30.1M
TSCOTRACTOR SUPPLY CO
$30.1M
SAPSAP SE
$29.7M
ORLYO REILLY AUTOMOTIVE INC NEW
$29.0M
BKNGBOOKING HLDGS INC
$28.6M
ROSETTA STONE INC
$28.2M
DGXQUEST DIAGNOSTICS INC
$25.5M
CVXCHEVRON CORP NEW
$23.8M
FNFFIDELITY NATIONAL FINANCIAL
$22.8M
SSNCSS&C TECHNOLOGIES HLDGS INC
$21.3M
CSCOCISCO SYS INC
$21.1M
CBCHUBB LIMITED
$20.6M
BLKCHFBLACKROCK INC
$18.3M
ETNEATON CORP PLC
$18.0M
FTVFORTIVE CORP
$17.9M
TJXTJX COS INC NEW
$17.6M
TPLUSDTEXAS PAC LD TR
$16.9M
FT2FIRST HORIZON NATL CORP
$16.4M
EQIXEQUINIX INC
$16.3M
HXLHEXCEL CORP NEW
$16.1M
PXDEURPIONEER NAT RES CO
$15.9M
FASTFASTENAL CO
$15.1M
IFFINTERNATIONAL FLAVORS&FRAGRA
$14.0M
TELTE CONNECTIVITY LTD
$13.4M
GHCGRAHAM HLDGS CO
$10.9M
EXPDEXPEDITORS INTL WASH INC
$10.0M
ALCALCON INC
$8.9M
YUSDALLEGHANY CORP DEL
$7.7M
MSGSMADISON SQUARE GARDEN CO NEW
$7.7M
VVVVALVOLINE INC
$7.4M
KKRKKR & CO INC
$6.9M
MKLMARKEL CORP
$6.4M
UHALAMERCO
$5.9M
FQIDIGITAL RLTY TR INC
$5.8M
CCEPCOCA COLA EUROPEAN PARTNERS
$5.5M
OTISOTIS WORLDWIDE CORP
$5.1M
AOSSMITH A O CORP
$4.9M
GNTXGENTEX CORP
$4.8M
GQ9SPDR GOLD TRUST
$4.5M
FLT1EURFLEETCOR TECHNOLOGIES INC
$4.0M
NBL2EURNOBLE ENERGY INC
$4.0M
W3UWESTERN UN CO
$3.9M
R6C2ROYAL DUTCH SHELL PLC
$3.6M
ALSNALLISON TRANSMISSION HLDGS I
$3.5M
SPHRMADISON SQUARE GRDN ENTERTNM
$3.5M
WTWWILLIS TOWERS WATSON PLC LTD
$2.9M
SPBSPECTRUM BRANDS HLDGS INC NE
$2.9M
FWONALIBERTY MEDIA CORP DEL
$2.8M
ADBEADOBE INC
$2.6M
BSVVANGUARD BD INDEX FDS
$2.6M
PPHMEURAVID BIOSERVICES INC
$2.5M
PHGKONINKLIJKE PHILIPS N V
$2.4M
AMEAMETEK INC
$2.2M
HAEHAEMONETICS CORP
$2.2M
ABXBARRICK GOLD CORPORATION
$2.1M
CMECME GROUP INC
$1.9M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.7M
ARWARROW ELECTRS INC
$1.6M
BF/BBROWN FORMAN CORP
$1.5M
TRVCCITIGROUP INC
$1.4M
RACEFERRARI N V
$1.4M
KRKROGER CO
$1.4M
LAMRLAMAR ADVERTISING CO NEW
$1.3M
PAASPAN AMERN SILVER CORP
$1.3M
EAELECTRONIC ARTS INC
$1.3M
DFSEURDISCOVER FINL SVCS
$1.3M
CHECHEMED CORP NEW
$1.1M
WCNWASTE CONNECTIONS INC
$1.1M
CNRCANADIAN NATL RY CO
$1.1M
ATHSATHENE HLDG LTD
$1.0M
GDXVANECK VECTORS ETF TR
$954K
PYPLPAYPAL HLDGS INC
$867K
COR1EURCORESITE RLTY CORP
$813K
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