SCHWARTZ INVESTMENT COUNSEL INC Q1 2020 Filing

Filed May 13, 2020

Portfolio Value

$1.5B

Holdings

113

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (113 positions)

StockValue
VVISA INC
$64.9M
MDTMEDTRONIC PLC
$58.6M
TXNTEXAS INSTRS INC
$54.0M
ZBHZIMMER BIOMET HLDGS INC
$54.0M
LOWLOWES COS INC
$48.0M
BAMBROOKFIELD ASSET MGMT INC
$45.1M
ACNACCENTURE PLC IRELAND
$43.2M
BRBROADRIDGE FINL SOLUTIONS IN
$41.3M
ROPROPER TECHNOLOGIES INC
$39.5M
HEIHEICO CORP NEW
$39.2M
MAMASTERCARD INC
$37.8M
AKXANSYS INC
$36.4M
MCOMOODYS CORP
$34.5M
CPRTCOPART INC
$33.6M
SBACSBA COMMUNICATIONS CORP NEW
$31.3M
FTDRFRONTDOOR INC
$30.9M
KELKELLOGG CO
$30.0M
SPGIS&P GLOBAL INC
$28.4M
BKNGBOOKING HLDGS INC
$27.3M
HXLHEXCEL CORP NEW
$26.4M
CVXCHEVRON CORP NEW
$24.7M
VFCV F CORP
$22.1M
FASTFASTENAL CO
$22.0M
UPSUNITED PARCEL SERVICE INC
$21.9M
WSOWATSCO INC
$21.6M
TFCTRUIST FINL CORP
$21.6M
CSCOCISCO SYS INC
$21.1M
SAPSAP SE
$21.1M
BLKCHFBLACKROCK INC
$20.9M
IQVIQVIA HLDGS INC
$20.8M
ETNEATON CORP PLC
$20.7M
TSCOTRACTOR SUPPLY CO
$19.9M
ORLYO REILLY AUTOMOTIVE INC NEW
$19.0M
CBCHUBB LIMITED
$18.6M
GPCGENUINE PARTS CO
$17.2M
FNFFIDELITY NATIONAL FINANCIAL
$17.0M
ROKROCKWELL AUTOMATION INC
$16.6M
AMEAMETEK INC NEW
$16.5M
OLLIOLLIES BARGAIN OUTLT HLDGS I
$16.0M
TJXTJX COS INC NEW
$15.4M
DGXQUEST DIAGNOSTICS INC
$15.2M
PXDEURPIONEER NAT RES CO
$14.9M
TPLUSDTEXAS PAC LD TR
$14.8M
TELTE CONNECTIVITY LTD
$14.7M
SSNCSS&C TECHNOLOGIES HLDGS INC
$14.4M
ROSETTA STONE INC
$13.9M
FTVFORTIVE CORP
$13.0M
IFFINTERNATIONAL FLAVORS&FRAGRA
$11.7M
PNCPNC FINL SVCS GROUP INC
$11.3M
FT2FIRST HORIZON NATL CORP
$11.3M
EQIXEQUINIX INC
$11.2M
DFSEURDISCOVER FINL SVCS
$10.4M
MSGSMADISON SQUARE GARDEN CO NEW
$9.9M
MSFTMICROSOFT CORP
$8.7M
EXPDEXPEDITORS INTL WASH INC
$7.3M
FQIDIGITAL RLTY TR INC
$6.9M
AOSSMITH A O CORP
$6.5M
CHNGUSDCHANGE HEALTHCARE INC
$6.4M
VVVVALVOLINE INC
$6.3M
YUSDALLEGHANY CORP DEL
$6.0M
GHCGRAHAM HLDGS CO
$5.5M
CCEPCOCA COLA EUROPEAN PARTNERS
$5.3M
LAMRLAMAR ADVERTISING CO NEW
$5.1M
R6C2ROYAL DUTCH SHELL PLC
$4.9M
UHALAMERCO
$4.6M
GQ9SPDR GOLD TRUST
$3.8M
KKRKKR & CO INC
$3.8M
SPBSPECTRUM BRANDS HLDGS INC NE
$3.6M
ALCALCON INC
$3.6M
W3UWESTERN UN CO
$3.3M
ANGI1EURANGI HOMESERVICES INC
$3.1M
ATHENE HLDG LTD
$3.0M
ITWILLINOIS TOOL WKS INC
$2.8M
WTWWILLIS TOWERS WATSON PUB LTD
$2.5M
DEODIAGEO P L C
$2.3M
DALDELTA AIR LINES INC DEL
$2.2M
PHGKONINKLIJKE PHILIPS N V
$2.1M
ALSNALLISON TRANSMISSION HLDGS I
$2.0M
NBL2EURNOBLE ENERGY INC
$1.9M
PPHMEURAVID BIOSERVICES INC
$1.8M
BPYPNBROOKFIELD PROPERTY REIT INC
$1.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.6M
ABXBARRICK GOLD CORPORATION
$1.5M
FWONALIBERTY MEDIA CORP DELAWARE
$1.4M
EAELECTRONIC ARTS INC
$1.2M
BF/BBROWN FORMAN CORP
$1.2M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.1M
TRVCCITIGROUP INC
$1.0M
ARWARROW ELECTRS INC
$1.0M
KRKROGER CO
$1.0M
AAPLAPPLE INC
$821K
BRK-BBERKSHIRE HATHAWAY INC DEL
$816K
TMTOYOTA MOTOR CORP
$780K
CNRCANADIAN NATL RY CO
$776K
ROSTROSS STORES INC
$696K
IAUUSDISHARES GOLD TRUST
$627K
JNJJOHNSON & JOHNSON
$603K
GDXVANECK VECTORS ETF TR
$561K
PAASPAN AMERICAN SILVER CORP
$502K
NSCNORFOLK SOUTHERN CORP
$467K
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