SCHWARTZ INVESTMENT COUNSEL INC Q3 2021 Filing

Filed November 10, 2021

Portfolio Value

$2.4B

Holdings

134

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (134 positions)

StockValue
TXNTEXAS INSTRS INC
$108.4M
MSFTMICROSOFT CORP
$99.3M
VVISA INC
$97.4M
TPLTEXAS PACIFIC LAND CORPORATI
$89.7M
MDTMEDTRONIC PLC
$83.9M
LOWLOWES COS INC
$81.2M
ACNACCENTURE PLC IRELAND
$81.1M
EQIXEQUINIX INC
$78.8M
BRBROADRIDGE FINL SOLUTIONS IN
$74.8M
HEIHEICO CORP NEW
$65.1M
CPRTCOPART INC
$62.4M
BAMBROOKFIELD ASSET MGMT INC
$61.5M
MCOMOODYS CORP
$58.8M
MAMASTERCARD INC
$55.9M
SPGIS&P GLOBAL INC
$53.4M
ROPROPER TECHNOLOGIES INC
$52.0M
FTDRFRONTDOOR INC
$49.9M
CVXCHEVRON CORP NEW
$47.3M
PXDEURPIONEER NAT RES CO
$46.1M
FNFFIDELITY NATIONAL FINANCIAL
$44.3M
FT2FIRST HORIZON NATL CORP
$43.8M
TFCTRUIST FINL CORP
$40.0M
GPCGENUINE PARTS CO
$39.4M
APGAPI GROUP CORP
$38.8M
ORLYO REILLY AUTOMOTIVE INC NEW
$38.5M
SBACSBA COMMUNICATIONS CORP NEW
$38.3M
VFCV F CORP
$37.4M
CBCHUBB LIMITED
$36.1M
CHECHEMED CORP NEW
$36.0M
AMBPARDAGH METAL PACKAGING S A
$32.9M
AKXANSYS INC
$31.2M
SSNCSS&C TECHNOLOGIES HLDGS INC
$29.7M
LMTLOCKHEED MARTIN CORP
$29.2M
DGXQUEST DIAGNOSTICS INC
$26.5M
BLKCHFBLACKROCK INC
$26.1M
CHNGUSDCHANGE HEALTHCARE INC
$25.9M
OLLIOLLIES BARGAIN OUTLT HLDGS I
$25.2M
JKHYHENRY JACK & ASSOC INC
$25.2M
MDLZMONDELEZ INTL INC
$25.1M
SAPSAP SE
$24.3M
UPSUNITED PARCEL SERVICE INC
$23.1M
TJXTJX COS INC NEW
$20.3M
TSCOTRACTOR SUPPLY CO
$18.2M
ATRAPTARGROUP INC
$17.9M
BROBROWN & BROWN INC
$13.3M
VVVVALVOLINE INC
$13.3M
ALCALCON INC
$13.1M
GHCGRAHAM HLDGS CO
$12.4M
KKRKKR & CO INC
$12.2M
FNVFRANCO NEVADA CORP
$11.3M
BKNGBOOKING HLDGS INC
$9.6M
YUSDALLEGHANY CORP DEL
$9.3M
CCEPCOCA COLA EUROPEAN PARTNERS
$9.1M
WSOWATSCO INC
$9.0M
CMECME GROUP INC
$9.0M
MSGSMADISON SQUARE GARDEN CO NEW
$8.9M
OTISOTIS WORLDWIDE CORP
$8.0M
HAEHAEMONETICS CORP
$7.8M
GNTXGENTEX CORP
$7.8M
MKLMARKEL CORP
$7.6M
UHALAMERCO
$7.6M
ADSKAUTODESK INC
$7.2M
VNTVONTIER CORPORATION
$7.0M
ABXBARRICK GOLD CORPORATION
$6.8M
W3UWESTERN UN CO
$6.1M
ALSNALLISON TRANSMISSION HLDGS I
$5.7M
FASTFASTENAL CO
$5.7M
ANGI1EURANGI HOMESERVICES INC
$5.6M
ICEINTERCONTINENTAL EXCHANGE IN
$5.4M
AOSSMITH A O CORP
$5.3M
GFLGFL ENVIRONMENTAL INC
$4.8M
SLBSCHLUMBERGER LTD
$4.3M
ADBEADOBE INC
$4.3M
GQ9SPDR GOLD TRUST
$4.2M
HIFSHINGHAM INSTN SVGS MASS
$4.1M
IQVIQVIA HLDGS INC
$4.1M
FWONALIBERTY MEDIA CORP DEL
$3.9M
NEMNEWMONT CORP
$3.3M
BSVVANGUARD BD INDEX FDS
$3.1M
AXTAAXALTA COATING SYS LTD
$3.0M
G3VGREEN PLAINS INC
$2.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$2.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.3M
WTWWILLIS TOWERS WATSON PLC LTD
$2.3M
LAMRLAMAR ADVERTISING CO NEW
$2.3M
ETNEATON CORP PLC
$2.2M
PHGKONINKLIJKE PHILIPS N V
$2.2M
TELTE CONNECTIVITY LTD
$1.7M
RACEFERRARI N V
$1.7M
EAELECTRONIC ARTS INC
$1.7M
FSVFIRSTSERVICE CORP NEW
$1.4M
TYLTYLER TECHNOLOGIES INC
$1.4M
LFG1USDARCHAEA ENERGY INC
$1.3M
YETIYETI HLDGS INC
$1.3M
WCNWASTE CONNECTIONS INC
$1.2M
CNRCANADIAN NATL RY CO
$1.2M
DVNDEVON ENERGY CORP NEW
$1.1M
VWOVANGUARD INTL EQUITY INDEX F
$1.0M
AAPLAPPLE INC
$1.0M
KRKROGER CO
$991K
Page 1 of 2Next