SCHWARTZ INVESTMENT COUNSEL INC Q3 2022 Filing

Filed November 10, 2022

Portfolio Value

$1.9B

Holdings

132

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (132 positions)

StockValue
TPLTEXAS PACIFIC LAND CORPORATI
$131.5M
TXNTEXAS INSTRS INC
$83.1M
MSFTMICROSOFT CORP
$74.2M
MAMASTERCARD INC
$68.3M
PXDEURPIONEER NAT RES CO
$63.7M
CVXCHEVRON CORP NEW
$57.5M
HEIHEICO CORP NEW
$54.6M
LOWLOWES COS INC
$52.0M
ACNACCENTURE PLC IRELAND
$50.2M
CHECHEMED CORP NEW
$49.2M
CPRTCOPART INC
$48.6M
BAMBROOKFIELD ASSET MGMT INC
$47.6M
EQIXEQUINIX INC
$45.3M
BRBROADRIDGE FINL SOLUTIONS IN
$40.0M
CBCHUBB LIMITED
$37.7M
ORLYO REILLY AUTOMOTIVE INC NEW
$35.9M
LMTLOCKHEED MARTIN CORP
$35.2M
MDTMEDTRONIC PLC
$34.4M
TFCTRUIST FINL CORP
$33.6M
ROPROPER TECHNOLOGIES INC
$33.5M
FNFFIDELITY NATIONAL FINANCIAL
$32.3M
EXECHESAPEAKE ENERGY CORP
$32.2M
SPGIS&P GLOBAL INC
$31.4M
ATRAPTARGROUP INC
$30.9M
MCOMOODYS CORP
$30.8M
JKHYHENRY JACK & ASSOC INC
$30.7M
GPCGENUINE PARTS CO
$29.9M
VVVVALVOLINE INC
$28.8M
IQVIQVIA HLDGS INC
$27.8M
APGAPI GROUP CORP
$27.6M
AKXANSYS INC
$24.8M
RHRH
$23.2M
CCEPCOCA COLA EUROPEAN PARTNERS
$21.7M
SBACSBA COMMUNICATIONS CORP NEW
$21.6M
UPSUNITED PARCEL SERVICE INC
$20.4M
SSNCSS&C TECHNOLOGIES HLDGS INC
$20.3M
AMBPARDAGH METAL PACKAGING S A
$19.7M
AMDADVANCED MICRO DEVICES INC
$19.6M
TJXTJX COS INC NEW
$19.0M
BROBROWN & BROWN INC
$19.0M
NVDANVIDIA CORP
$15.2M
TSCOTRACTOR SUPPLY CO
$14.8M
FNVFRANCO NEVADA CORP
$14.0M
HAEHAEMONETICS CORP
$13.6M
PIIPOLARIS INC
$13.4M
SLBSCHLUMBERGER LTD
$12.7M
DGXQUEST DIAGNOSTICS INC
$11.8M
ICEINTERCONTINENTAL EXCHANGE IN
$11.6M
VNTVONTIER CORPORATION
$11.5M
MIRMIRION TECHNOLOGIES INC
$11.1M
THOTHOR INDS INC
$10.8M
XOMEXXON MOBIL CORP
$9.3M
AVLRUSDAVALARA INC
$9.2M
PRPLPURPLE INNOVATION INC
$8.4M
ALCALCON INC
$8.0M
FT2FIRST HORIZON NATL CORP
$7.8M
CDWCDW CORP
$7.4M
HIFSHINGHAM INSTN SVGS MASS
$6.9M
GFLGFL ENVIRONMENTAL INC
$6.7M
YETIYETI HLDGS INC
$6.6M
BKNGBOOKING HLDGS INC
$6.6M
AOSSMITH A O CORP
$6.4M
CMECME GROUP INC
$6.4M
GNTXGENTEX CORP
$6.2M
OTISOTIS WORLDWIDE CORP
$6.2M
WSOWATSCO INC
$6.2M
LUCKBOWLERO CORP
$6.0M
UHALAMERCO
$6.0M
MKLMARKEL CORP
$5.8M
JOEST JOE CO
$5.6M
WINAWINMARK CORP
$5.1M
CLBCORE LABORATORIES N V
$5.0M
FASTFASTENAL CO
$4.9M
ABXBARRICK GOLD CORPORATION
$4.8M
FWONALIBERTY MEDIA CORP DEL
$4.7M
DBRGDIGITALBRIDGE GROUP INC
$4.4M
MSGSMADISON SQUARE GARDEN CO NEW
$4.1M
GQ9SPDR GOLD TRUST
$3.9M
LFG1USDARCHAEA ENERGY INC
$3.1M
BSVVANGUARD BD INDEX FDS
$2.8M
ETNEATON CORP PLC
$2.3M
BAMBROOKFIELD ASSET MGMT REINS
$2.2M
NEMNEWMONT CORP
$2.1M
G3VGREEN PLAINS INC
$2.0M
ADSKAUTODESK INC
$1.8M
TELTE CONNECTIVITY LTD
$1.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.7M
RADIGUSDRADIUS GLOBAL INFRASTRCTRE I
$1.6M
STVNSTEVANATO GROUP S P A
$1.6M
TYLTYLER TECHNOLOGIES INC
$1.5M
POWWAMMO INC
$1.5M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.4M
HDBHDFC BANK LTD
$1.4M
EAELECTRONIC ARTS INC
$1.4M
DVNDEVON ENERGY CORP NEW
$1.2M
IMXIINTERNATIONAL MNY EXPRESS IN
$1.2M
CNRCANADIAN NATL RY CO
$1.1M
FSVFIRSTSERVICE CORP NEW
$893K
AAPLAPPLE INC
$864K
BRK-BBERKSHIRE HATHAWAY INC DEL
$813K
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