SCHWARTZ INVESTMENT COUNSEL INC Q4 2022 Filing

Filed February 13, 2023

Portfolio Value

$2.2B

Holdings

137

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (137 positions)

StockValue
TPLTEXAS PACIFIC LAND CORPORATI
$154.0M
TXNTEXAS INSTRS INC
$88.7M
MAMASTERCARD INC
$83.6M
MSFTMICROSOFT CORP
$76.3M
CVXCHEVRON CORP NEW
$67.2M
PXDEURPIONEER NAT RES CO
$65.4M
CHECHEMED CORP NEW
$57.5M
HEIHEICO CORP NEW
$57.1M
LOWLOWES COS INC
$55.2M
CPRTCOPART INC
$52.6M
EQIXEQUINIX INC
$52.2M
ACNACCENTURE PLC IRELAND
$52.1M
CBCHUBB LIMITED
$45.4M
LMTLOCKHEED MARTIN CORP
$44.4M
SPGIS&P GLOBAL INC
$44.1M
ORLYO REILLY AUTOMOTIVE INC NEW
$43.0M
ROPROPER TECHNOLOGIES INC
$40.3M
APGAPI GROUP CORP
$39.2M
RHRH
$38.9M
BRBROADRIDGE FINL SOLUTIONS IN
$37.2M
BNBROOKFIELD CORP
$37.1M
VVVVALVOLINE INC
$36.8M
ATRAPTARGROUP INC
$35.7M
MCOMOODYS CORP
$35.3M
EXECHESAPEAKE ENERGY CORP
$35.0M
TFCTRUIST FINL CORP
$33.2M
GPCGENUINE PARTS CO
$33.2M
FNFFIDELITY NATIONAL FINANCIAL
$32.8M
IQVIQVIA HLDGS INC
$31.4M
MDTMEDTRONIC PLC
$30.8M
JKHYHENRY JACK & ASSOC INC
$29.6M
CCEPCOCA COLA EUROPEAN PARTNERS
$28.2M
AKXANSYS INC
$27.0M
TJXTJX COS INC NEW
$24.3M
SSNCSS&C TECHNOLOGIES HLDGS INC
$22.1M
AMDADVANCED MICRO DEVICES INC
$22.0M
UPSUNITED PARCEL SERVICE INC
$22.0M
SBACSBA COMMUNICATIONS CORP NEW
$21.3M
BROBROWN & BROWN INC
$19.8M
SLBSCHLUMBERGER LTD
$18.9M
AMBPARDAGH METAL PACKAGING S A
$18.4M
NVDANVIDIA CORP
$18.3M
TSCOTRACTOR SUPPLY CO
$17.9M
AOSSMITH A O CORP
$17.5M
FNVFRANCO NEVADA CORP
$16.6M
DGXQUEST DIAGNOSTICS INC
$15.0M
HAEHAEMONETICS CORP
$14.5M
FASTFASTENAL CO
$14.3M
PIIPOLARIS INC
$14.2M
ICEINTERCONTINENTAL EXCHANGE IN
$12.8M
THOTHOR INDS INC
$11.7M
XOMEXXON MOBIL CORP
$11.7M
VNTVONTIER CORPORATION
$11.5M
BAMBROOKFIELD ASSET MANAGMT LTD
$10.2M
MIRMIRION TECHNOLOGIES INC
$9.8M
ALCALCON INC
$9.4M
HIFSHINGHAM INSTN SVGS MASS
$9.4M
CMECME GROUP INC
$8.8M
FT2FIRST HORIZON NATL CORP
$8.3M
BKNGBOOKING HLDGS INC
$8.1M
PRPLPURPLE INNOVATION INC
$7.9M
OTISOTIS WORLDWIDE CORP
$7.6M
GFLGFL ENVIRONMENTAL INC
$7.3M
MKLMARKEL CORP
$7.1M
CDWCDW CORP
$6.7M
YETIYETI HLDGS INC
$6.6M
LUCKBOWLERO CORP
$6.6M
CLBCORE LABORATORIES N V
$6.4M
SITMSITIME CORP
$6.1M
WSOWATSCO INC
$6.0M
JOEST JOE CO
$5.9M
UHAL/BU HAUL HOLDING COMPANY
$5.8M
WINAWINMARK CORP
$5.6M
GNTXGENTEX CORP
$5.4M
DBRGDIGITALBRIDGE GROUP INC
$4.8M
FWONALIBERTY MEDIA CORP DEL
$4.8M
GQ9SPDR GOLD TRUST
$4.3M
ALLEALLEGION PLC
$3.9M
MSGSMADISON SQUARE GARDEN CO NEW
$3.9M
ABXBARRICK GOLD CORPORATION
$3.6M
ETNEATON CORP PLC
$2.7M
PBTPERMIAN BASIN RTY TR
$2.3M
BSVVANGUARD BD INDEX FDS
$2.3M
G3VGREEN PLAINS INC
$2.3M
OECORION ENGINEERED CARBONS S A
$2.2M
BROOKFIELD REINS LTD
$2.2M
RADIGUSDRADIUS GLOBAL INFRASTRCTRE I
$2.2M
STVNSTEVANATO GROUP S P A
$2.0M
HDBHDFC BANK LTD
$2.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.9M
TELTE CONNECTIVITY LTD
$1.8M
FGF&G ANNUITIES & LIFE INC
$1.8M
IMXIINTERNATIONAL MNY EXPRESS IN
$1.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.6M
KRSPRICE ACQUISITION CORP II
$1.5M
EAELECTRONIC ARTS INC
$1.5M
NEMNEWMONT CORP
$1.4M
TYLTYLER TECHNOLOGIES INC
$1.4M
MASMASCO CORP
$1.3M
DVNDEVON ENERGY CORP NEW
$1.2M
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