SCHWARTZ INVESTMENT COUNSEL INC Q1 2025 Filing

Filed April 24, 2025

Portfolio Value

$2.9B

Holdings

126

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (126 positions)

StockValue
TPLTEXAS PACIFIC LAND CORPORATI
$199.8M
MAMASTERCARD INC
$133.0M
HEIHEICO CORP NEW
$96.1M
ROPROPER TECHNOLOGIES INC
$89.4M
TXNTEXAS INSTRS INC
$87.8M
SPGIS&P GLOBAL INC
$82.6M
ACNACCENTURE PLC IRELAND
$77.8M
CHECHEMED CORP NEW
$77.3M
APGAPI GROUP CORP
$74.5M
ORLYO REILLY AUTOMOTIVE INC NEW
$73.1M
NVDANVIDIA CORP
$67.2M
CPRTCOPART INC
$65.8M
BROBROWN & BROWN INC
$64.6M
LOWLOWES COS INC
$62.7M
SBACSBA COMMUNICATIONS CORP NEW
$60.3M
BRBROADRIDGE FINL SOLUTIONS IN
$60.0M
CBCHUBB LIMITED
$55.9M
MCOMOODYS CORP
$55.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$51.3M
CCEPCOCA COLA EUROPEAN PARTNERS
$48.4M
GPCGENUINE PARTS CO
$48.0M
AKXANSYS INC
$47.8M
FANGDIAMONDBACK ENERGY INC
$46.4M
FNFFIDELITY NATIONAL FINANCIAL
$43.3M
FASTFASTENAL CO
$43.2M
CVXCHEVRON CORP NEW
$42.2M
EXEEXPAND ENERGY CORPORATION
$41.2M
ATRAPTARGROUP INC
$40.1M
IQVIQVIA HLDGS INC
$37.6M
AOSSMITH A O CORP
$36.9M
LBLANDBRIDGE COMPANY LLC
$36.8M
CDWCDW CORP
$36.7M
LMTLOCKHEED MARTIN CORP
$36.6M
TFCTRUIST FINL CORP
$34.5M
WSOWATSCO INC
$33.5M
TJXTJX COS INC NEW
$32.1M
CSLCARLISLE COS INC
$30.6M
BLBLACKLINE INC
$28.6M
LHXL3HARRIS TECHNOLOGIES INC
$27.4M
HAEHAEMONETICS CORP
$23.8M
XPELXPEL INC
$22.8M
TSCOTRACTOR SUPPLY CO
$21.9M
SLABSILICON LABORATORIES INC
$21.7M
BATRAATLANTA BRAVES HLDGS INC
$21.7M
WPMWHEATON PRECIOUS METALS CORP
$20.8M
RMBS*RAMBUS INC DEL
$19.7M
FNVFRANCO NEVADA CORP
$19.6M
HIFSHINGHAM INSTN SVGS MASS
$19.3M
BKNGBOOKING HLDGS INC
$18.4M
BNBROOKFIELD CORP
$18.1M
DGXQUEST DIAGNOSTICS INC
$16.2M
SLBSCHLUMBERGER LTD
$16.1M
OXYOCCIDENTAL PETE CORP
$15.8M
JOEST JOE CO
$15.5M
SUXTD SYNNEX CORPORATION
$14.8M
PBTPERMIAN BASIN RTY TR
$14.7M
ICEINTERCONTINENTAL EXCHANGE IN
$14.7M
W3UWESTERN UN CO
$14.5M
MIRMIRION TECHNOLOGIES INC
$13.8M
ALCALCON INC
$13.1M
XOMEXXON MOBIL CORP
$12.7M
SMPLSIMPLY GOOD FOODS CO
$12.4M
YETIYETI HLDGS INC
$11.6M
BAMBROOKFIELD ASSET MANAGMT LTD
$11.5M
AWIARMSTRONG WORLD INDS INC NEW
$11.0M
VRSNVERISIGN INC
$10.3M
GFLGFL ENVIRONMENTAL INC
$10.2M
ALLEALLEGION PLC
$9.9M
SIMOSILICON MOTION TECHNOLOGY CO
$9.6M
OTISOTIS WORLDWIDE CORP
$8.8M
WINAWINMARK CORP
$8.5M
SNSHARKNINJA INC
$7.6M
GQ9SPDR GOLD TRUST
$7.0M
DSGRDISTRIBUTION SOLUTIONS GRP I
$7.0M
DBRGDIGITALBRIDGE GROUP INC
$6.8M
VVVVALVOLINE INC
$6.1M
UHAL/BU HAUL HOLDING COMPANY
$5.8M
COPCONOCOPHILLIPS
$5.1M
ETNEATON CORP PLC
$5.1M
JKHYHENRY JACK & ASSOC INC
$4.6M
BNTBROOKFIELD WEALTH SOL LTD
$4.4M
FGF&G ANNUITIES & LIFE INC
$3.5M
HDBHDFC BANK LTD
$3.3M
APOAPOLLO GLOBAL MGMT INC
$3.1M
STNESTONECO LTD
$2.9M
MASMASCO CORP
$2.8M
STVNSTEVANATO GROUP S P A
$2.6M
KAROKAROOOOO LTD
$2.6M
FIXCOMFORT SYS USA INC
$2.1M
SPNSSAPIENS INTL CORP N V
$2.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.9M
NUNU HLDGS LTD
$1.9M
AAPLAPPLE INC
$1.6M
HWMHOWMET AEROSPACE INC
$1.5M
SAJACOMPANHIA DE SANEAMENTO BASI
$1.4M
PAASPAN AMERN SILVER CORP
$1.4M
BSVVANGUARD BD INDEX FDS
$1.3M
FSVFIRSTSERVICE CORP NEW
$1.2M
MSFTMICROSOFT CORP
$1.1M
TELTE CONNECTIVITY PLC
$1.0M
Page 1 of 2Next