SCHWARTZ INVESTMENT COUNSEL INC Q3 2023 Filing

Filed October 17, 2023

Portfolio Value

$2.3B

Holdings

138

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (138 positions)

StockValue
TPLTEXAS PACIFIC LAND CORPORATI
$120.4M
MAMASTERCARD INCORPORATED
$96.3M
ACNACCENTURE PLC IRELAND
$70.3M
TXNTEXAS INSTRS INC
$69.5M
PXDEURPIONEER NAT RES CO
$68.4M
CPRTCOPART INC
$67.7M
BRBROADRIDGE FINL SOLUTIONS IN
$67.0M
HEIHEICO CORP NEW
$61.6M
SPGIS&P GLOBAL INC
$59.3M
CHECHEMED CORP NEW
$58.0M
LOWLOWES COS INC
$57.6M
APGAPI GROUP CORP
$54.0M
EQIXEQUINIX INC
$53.3M
ROPROPER TECHNOLOGIES INC
$52.9M
ORLYOREILLY AUTOMOTIVE INC
$46.4M
CVXCHEVRON CORP NEW
$43.9M
MCOMOODYS CORP
$40.9M
ATRAPTARGROUP INC
$40.6M
CBCHUBB LIMITED
$39.1M
SBACSBA COMMUNICATIONS CORP NEW
$38.8M
BROBROWN & BROWN INC
$36.3M
JKHYHENRY JACK & ASSOC INC
$35.2M
FNFFIDELITY NATIONAL FINANCIAL
$35.1M
NVDANVIDIA CORPORATION
$35.1M
LMTLOCKHEED MARTIN CORP
$34.3M
AKXANSYS INC
$34.2M
IQVIQVIA HLDGS INC
$33.8M
BAMBROOKFIELD ASSET MANAGMT LTD
$32.9M
EXECHESAPEAKE ENERGY CORP
$32.9M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$30.9M
TFCTRUIST FINL CORP
$30.5M
VVVVALVOLINE INC
$30.2M
BLBLACKLINE INC
$28.3M
GPCGENUINE PARTS CO
$27.5M
TJXTJX COS INC NEW
$27.0M
FASTFASTENAL CO
$26.6M
INTCINTEL CORP
$26.3M
CSLCARLISLE COS INC
$24.8M
MDTMEDTRONIC PLC
$24.6M
VRRMVERRA MOBILITY CORP
$24.5M
SSNCSS&C TECHNOLOGIES HLDGS INC
$22.3M
AOSSMITH A O CORP
$20.2M
BNBROOKFIELD CORP
$19.9M
SLBSCHLUMBERGER LTD
$18.9M
FNVFRANCO NEV CORP
$17.0M
TSCOTRACTOR SUPPLY CO
$16.1M
THOTHOR INDS INC
$14.8M
PIIPOLARIS INC
$14.6M
JOEST JOE CO
$14.6M
COPCONOCOPHILLIPS
$14.3M
CDWCDW CORP
$13.4M
SLABSILICON LABORATORIES INC
$13.3M
SITMSITIME CORP
$12.6M
OXYOCCIDENTAL PETE CORP
$12.4M
BKNGBOOKING HOLDINGS INC
$12.3M
XOMEXXON MOBIL CORP
$12.3M
PBTPERMIAN BASIN RTY TR
$12.2M
ICEINTERCONTINENTAL EXCHANGE IN
$12.1M
DGXQUEST DIAGNOSTICS INC
$11.7M
MIRMIRION TECHNOLOGIES INC
$11.7M
HIFSHINGHAM INSTN SVGS MASS
$11.6M
YETIYETI HLDGS INC
$11.3M
AWIARMSTRONG WORLD INDS INC NEW
$10.8M
HAEHAEMONETICS CORP MASS
$10.7M
ALCALCON AG
$10.6M
WINAWINMARK CORP
$9.9M
SUXTD SYNNEX CORPORATION
$9.2M
WPMWHEATON PRECIOUS METALS CORP
$9.2M
WSOWATSCO INC
$9.1M
MKLMARKEL GROUP INC
$8.4M
DBRGDIGITALBRIDGE GROUP INC
$8.3M
AMDADVANCED MICRO DEVICES INC
$8.2M
GFLGFL ENVIRONMENTAL INC
$7.2M
CMECME GROUP INC
$7.0M
OTISOTIS WORLDWIDE CORP
$6.8M
UHAL/BU HAUL HOLDING COMPANY
$5.1M
CLBCORE LABORATORIES INC
$4.9M
GQ9SPDR GOLD TR
$4.2M
UPSUNITED PARCEL SERVICE INC
$4.1M
ETNEATON CORP PLC
$4.0M
ALLEALLEGION PLC
$3.9M
STVNSTEVANATO GROUP S P A
$3.3M
APOAPOLLO GLOBAL MGMT INC
$3.1M
STNESTONECO LTD
$2.9M
OECORION S.A.
$2.8M
BROOKFIELD REINS LTD
$2.7M
FGF&G ANNUITIES & LIFE INC
$2.7M
HDBHDFC BANK LTD
$2.7M
SNSHARKNINJA INC
$2.3M
TELTE CONNECTIVITY LTD
$2.2M
HESS CORP
$2.2M
G3VGREEN PLAINS INC
$2.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.8M
INMDINMODE LTD
$1.8M
FWRGFIRST WATCH RESTAURANT GROUP
$1.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.6M
BSVVANGUARD BD INDEX FDS
$1.6M
IMXIINTERNATIONAL MNY EXPRESS IN
$1.4M
MASMASCO CORP
$1.3M
DVNDEVON ENERGY CORP NEW
$1.2M
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