SCHWARTZ INVESTMENT COUNSEL INC Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$2.9B
Holdings
133
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (133 positions)
| Stock | Value |
|---|---|
TPLTEXAS PACIFIC LAND CORPORATI | $136.5M |
MAMASTERCARD INC | $129.9M |
HEIHEICO CORP NEW | $115.0M |
APGAPI GROUP CORP | $108.8M |
NVDANVIDIA CORP | $102.6M |
ROPROPER TECHNOLOGIES INC | $85.3M |
SPGIS&P GLOBAL INC | $84.9M |
TXNTEXAS INSTRS INC | $84.8M |
LOWLOWES COS INC | $64.8M |
ACNACCENTURE PLC IRELAND | $63.6M |
ORLYO REILLY AUTOMOTIVE INC NEW | $60.7M |
MCOMOODYS CORP | $60.4M |
WSOWATSCO INC | $56.3M |
BRBROADRIDGE FINL SOLUTIONS IN | $55.2M |
GPCGENUINE PARTS CO | $48.5M |
ATRAPTARGROUP INC | $46.8M |
CCEPCOCA COLA EUROPEAN PARTNERS | $44.7M |
BROBROWN & BROWN INC | $44.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $43.9M |
XPELXPEL INC | $43.3M |
TFCTRUIST FINL CORP | $41.5M |
EXEEXPAND ENERGY CORPORATION | $40.9M |
CVXCHEVRON CORP NEW | $40.9M |
TJXTJX COS INC NEW | $40.4M |
LHXL3HARRIS TECHNOLOGIES INC | $38.5M |
BLBLACKLINE INC | $38.1M |
FANGDIAMONDBACK ENERGY INC | $36.9M |
FASTFASTENAL CO | $36.2M |
ALCALCON INC | $35.3M |
AOSSMITH A O CORP | $34.5M |
ZTSZOETIS INC | $33.6M |
FNFFIDELITY NATIONAL FINANCIAL | $33.6M |
WPMWHEATON PRECIOUS METALS CORP | $31.8M |
SBACSBA COMMUNICATIONS CORP NEW | $31.7M |
TSEMTOWER SEMICONDUCTOR LTD | $30.5M |
LMTLOCKHEED MARTIN CORP | $30.0M |
LBLANDBRIDGE COMPANY LLC | $29.0M |
CSLCARLISLE COS INC | $28.8M |
WBIWATERBRIDGE INFRASTRUCTURE L | $27.7M |
CHECHEMED CORP NEW | $27.7M |
FNVFRANCO NEVADA CORP | $26.1M |
SUXTD SYNNEX CORPORATION | $25.5M |
SLABSILICON LABORATORIES INC | $25.2M |
HIFSHINGHAM INSTN SVGS MASS | $23.0M |
BNBROOKFIELD CORP | $21.9M |
CPRTCOPART INC | $21.8M |
BKNGBOOKING HLDGS INC | $21.4M |
BATRAATLANTA BRAVES HLDGS INC | $21.4M |
SIMOSILICON MOTION TECHNOLOGY CO | $20.4M |
TSCOTRACTOR SUPPLY CO | $19.9M |
SNSHARKNINJA INC | $19.7M |
MIRMIRION TECHNOLOGIES INC | $18.6M |
JOEST JOE CO | $18.4M |
FOURSHIFT4 PMTS INC | $18.1M |
CDWCDW CORP | $17.7M |
ENQENTEGRIS INC | $16.9M |
DGXQUEST DIAGNOSTICS INC | $16.6M |
RMBS*RAMBUS INC DEL | $16.6M |
PBTPERMIAN BASIN RTY TR | $16.4M |
ICEINTERCONTINENTAL EXCHANGE IN | $15.4M |
AWIARMSTRONG WORLD INDS INC NEW | $14.9M |
IQVIQVIA HLDGS INC | $14.4M |
SLBSCHLUMBERGER LTD | $12.6M |
ALLEALLEGION PLC | $12.1M |
WINAWINMARK CORP | $10.8M |
XOMEXXON MOBIL CORP | $10.7M |
BLDRBUILDERS FIRSTSOURCE INC | $9.9M |
VRSNVERISIGN INC | $9.8M |
GQ9SPDR GOLD TRUST | $9.6M |
ACGLARCH CAP GROUP LTD | $9.6M |
W3UWESTERN UN CO | $9.3M |
ESABESAB CORPORATION | $8.9M |
DBRGDIGITALBRIDGE GROUP INC | $8.9M |
DSGRDISTRIBUTION SOLUTIONS GRP I | $8.6M |
GFLGFL ENVIRONMENTAL INC | $8.4M |
TICTIC SOLUTIONS INC | $8.2M |
CSWCSW INDUSTRIALS INC | $7.6M |
SNPSSYNOPSYS INC | $6.5M |
YETIYETI HLDGS INC | $6.2M |
FIXCOMFORT SYS USA INC | $6.2M |
ETNEATON CORP PLC | $5.9M |
HAEHAEMONETICS CORP | $5.2M |
JKHYHENRY JACK & ASSOC INC | $4.6M |
POOLPOOL CORP | $4.6M |
APOAPOLLO GLOBAL MGMT INC | $4.6M |
OXYOCCIDENTAL PETE CORP | $4.4M |
BAMBROOKFIELD ASSET MANAGMT LTD | $4.2M |
FGF&G ANNUITIES & LIFE INC | $4.1M |
BNTBROOKFIELD WEALTH SOL LTD | $4.0M |
STNESTONECO LTD | $3.8M |
HDBHDFC BANK LTD | $3.7M |
NUNU HLDGS LTD | $3.6M |
KAROKAROOOOO LTD | $3.6M |
DLODLOCAL LTD | $2.9M |
SAJACOMPANHIA DE SANEAMENTO BASI | $2.9M |
TELTE CONNECTIVITY PLC | $2.8M |
PAASPAN AMERN SILVER CORP | $2.6M |
STVNSTEVANATO GROUP S P A | $2.5M |
HWMHOWMET AEROSPACE INC | $2.4M |
HNGEHINGE HEALTH INC | $2.1M |
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