SCHWARTZ INVESTMENT COUNSEL INC Q4 2019 Filing

Filed February 4, 2020

Portfolio Value

$2.1B

Holdings

122

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (122 positions)

StockValue
ZBHZIMMER BIOMET HLDGS INC
$72.9M
TXNTEXAS INSTRS INC
$72.1M
MDTMEDTRONIC PLC
$72.0M
VVISA INC
$70.4M
LOWLOWES COS INC
$67.0M
BAMBROOKFIELD ASSET MGMT INC
$58.8M
HXLHEXCEL CORP NEW
$56.6M
BRBROADRIDGE FINL SOLUTIONS IN
$53.8M
BKNGBOOKING HLDGS INC
$53.2M
MAMASTERCARD INC
$46.5M
CPRTCOPART INC
$44.6M
GGGGRACO INC
$42.7M
ROPROPER TECHNOLOGIES INC
$42.7M
R6C2ROYAL DUTCH SHELL PLC
$42.4M
AKXANSYS INC
$40.4M
MCOMOODYS CORP
$39.0M
HEIHEICO CORP NEW
$38.0M
SBACSBA COMMUNICATIONS CORP NEW
$36.1M
KELKELLOGG CO
$35.6M
DALDELTA AIR LINES INC DEL
$34.3M
WSOWATSCO INC
$33.8M
VFCV F CORP
$33.3M
FTDRFRONTDOOR INC
$33.3M
PNCPNC FINL SVCS GROUP INC
$33.0M
CBCHUBB LIMITED
$32.3M
SPGIS&P GLOBAL INC
$31.7M
FASTFASTENAL CO
$31.2M
ACNACCENTURE PLC IRELAND
$31.2M
AOSSMITH A O CORP
$30.2M
ETNEATON CORP PLC
$29.2M
ECLECOLAB INC
$29.1M
RPMRPM INTL INC
$29.1M
TPLUSDTEXAS PAC LD TR
$29.1M
ROKROCKWELL AUTOMATION INC
$28.4M
TFCTRUIST FINL CORP
$28.3M
TELTE CONNECTIVITY LTD
$28.3M
BLKCHFBLACKROCK INC
$28.2M
ORLYO REILLY AUTOMOTIVE INC NEW
$27.6M
FT2FIRST HORIZON NATL CORP
$27.5M
IQVIQVIA HLDGS INC
$27.4M
GPCGENUINE PARTS CO
$27.1M
CSCOCISCO SYS INC
$26.0M
UPSUNITED PARCEL SERVICE INC
$25.1M
DFSEURDISCOVER FINL SVCS
$25.0M
ITWILLINOIS TOOL WKS INC
$24.5M
AMEAMETEK INC NEW
$22.6M
TSCOTRACTOR SUPPLY CO
$22.0M
FNFFIDELITY NATIONAL FINANCIAL
$20.5M
TJXTJX COS INC NEW
$19.7M
SCHWTHE CHARLES SCHWAB CORPORATI
$19.0M
FTVFORTIVE CORP
$18.0M
ROSETTA STONE INC
$17.6M
IFFINTERNATIONAL FLAVORS&FRAGRA
$17.3M
MSGSMADISON SQUARE GARDEN CO NEW
$15.9M
EAELECTRONIC ARTS INC
$13.2M
UHALAMERCO
$10.1M
VVVVALVOLINE INC
$10.1M
INTERXION HOLDING N.V
$9.3M
AALAMERICAN AIRLS GROUP INC
$9.2M
YUSDALLEGHANY CORP DEL
$8.7M
EXPDEXPEDITORS INTL WASH INC
$8.6M
FWONALIBERTY MEDIA CORP DELAWARE
$8.4M
ATHENE HLDG LTD
$7.5M
LAMRLAMAR ADVERTISING CO NEW
$7.1M
XOMEXXON MOBIL CORP
$6.7M
SPBSPECTRUM BRANDS HLDGS INC NE
$6.4M
CCEPCOCA COLA EUROPEAN PARTNERS
$5.6M
NBL2EURNOBLE ENERGY INC
$5.5M
MKLMARKEL CORP
$5.2M
KKRKKR & CO INC
$4.4M
GQ9SPDR GOLD TRUST
$3.7M
WTWWILLIS TOWERS WATSON PUB LTD
$3.3M
GHCGRAHAM HLDGS CO
$3.2M
AXTAAXALTA COATING SYS LTD
$3.1M
DEODIAGEO P L C
$3.0M
BPYPNBROOKFIELD PROPERTY REIT INC
$2.8M
PPHMEURAVID BIOSERVICES INC
$2.8M
PHGKONINKLIJKE PHILIPS N V
$2.6M
BATRKUSDLIBERTY MEDIA CORP DELAWARE
$2.3M
PXDEURPIONEER NAT RES CO
$2.2M
W3UWESTERN UN CO
$2.1M
BF/BBROWN FORMAN CORP
$2.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.9M
MSFTMICROSOFT CORP
$1.8M
ARWARROW ELECTRS INC
$1.7M
ABXBARRICK GOLD CORPORATION
$1.5M
EQIXEQUINIX INC
$1.4M
TRVCCITIGROUP INC
$1.4M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.3M
CTVACORTEVA INC
$1.3M
AAPLAPPLE INC
$1.3M
ALSNALLISON TRANSMISSION HLDGS I
$1.2M
BRK-BBERKSHIRE HATHAWAY INC DEL
$1.0M
BATRAUSDLIBERTY MEDIA CORP DELAWARE
$949K
ROSTROSS STORES INC
$943K
IBKRINTERACTIVE BROKERS GROUP IN
$932K
KRKROGER CO
$906K
CNRCANADIAN NATL RY CO
$905K
PAASPAN AMERICAN SILVER CORP
$829K
JNJJOHNSON & JOHNSON
$715K
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