SCHWARTZ INVESTMENT COUNSEL INC Q2 2018 Filing

Filed August 13, 2018

Portfolio Value

$1.8B

Holdings

129

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (129 positions)

StockValue
MDTMEDTRONIC PLC
$59.2M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$52.8M
ZBHZIMMER BIOMET HLDGS INC
$52.5M
LOWLOWES COS INC
$51.8M
MCOMOODYS CORP
$51.2M
HXLHEXCEL CORP NEW
$49.5M
TJXTJX COS INC NEW
$42.5M
VFCV F CORP
$41.5M
TXNTEXAS INSTRS INC
$40.4M
UPSUNITED PARCEL SERVICE INC
$39.0M
PXGBXPRAXAIR INC
$37.9M
MSMMSC INDL DIRECT INC
$35.5M
DEODIAGEO P L C
$35.1M
MMM3M CO
$35.1M
RPMRPM INTL INC
$34.4M
R6C2ROYAL DUTCH SHELL PLC
$33.3M
GGGGRACO INC
$32.8M
TSCOTRACTOR SUPPLY CO
$32.7M
CSCOCISCO SYS INC
$31.4M
CBCHUBB LIMITED
$31.2M
BKNGBOOKING HLDGS INC
$27.3M
MDLZMONDELEZ INTL INC
$27.1M
MAMASTERCARD INCORPORATED
$26.5M
BF/BBROWN FORMAN CORP
$26.1M
FITBFIFTH THIRD BANCORP
$25.1M
TPLUSDTEXAS PAC LD TR
$24.9M
ACNACCENTURE PLC IRELAND
$24.7M
DCIDONALDSON INC
$24.4M
ORLYO REILLY AUTOMOTIVE INC NEW
$24.1M
GPCGENUINE PARTS CO
$23.5M
ROKROCKWELL AUTOMATION INC
$23.3M
USBUS BANCORP DEL
$23.2M
HEIHEICO CORP NEW
$23.0M
CPRTCOPART INC
$21.8M
ETNEATON CORP PLC
$21.5M
DFSEURDISCOVER FINL SVCS
$20.8M
VVISA INC
$20.6M
BKBANK NEW YORK MELLON CORP
$20.5M
ROPROPER TECHNOLOGIES INC
$20.4M
BBTUSDBB&T CORP
$19.0M
PNCPNC FINL SVCS GROUP INC
$18.1M
AMEAMETEK INC NEW
$17.8M
ITWILLINOIS TOOL WKS INC
$17.5M
MSGSMADISON SQUARE GARDEN CO NEW
$16.4M
SCHWSCHWAB CHARLES CORP NEW
$16.4M
MCHPMICROCHIP TECHNOLOGY INC
$15.9M
ANAUTONATION INC
$15.9M
FWONALIBERTY MEDIA CORP DELAWARE
$15.5M
ECLECOLAB INC
$14.1M
WSMWILLIAMS SONOMA INC
$12.3M
EQIXEQUINIX INC
$11.8M
AKXANSYS INC
$11.3M
SLBSCHLUMBERGER LTD
$11.2M
CCEPCOCA COLA EUROPEAN PARTNERS
$11.2M
QVCAUSDQURATE RETAIL INC
$11.1M
CERNCHFCERNER CORP
$10.9M
INTERXION HOLDING N.V
$10.8M
BRBROADRIDGE FINL SOLUTIONS IN
$10.5M
AALAMERICAN ARILS GROUP INC
$9.5M
NSCNORFOLK SOUTHERN CORP
$8.8M
ROSTROSS STORES INC
$8.7M
XOMEXXON MOBIL CORP
$8.6M
SPBSPECTRUM BRANDS HLDGS INC
$8.6M
ARWARROW ELECTRS INC
$8.4M
EXPDEXPEDITORS INTL WASH INC
$8.0M
UHALAMERCO
$7.8M
NBL2EURNOBLE ENERGY INC
$7.8M
AXTAAXALTA COATING SYS LTD
$7.6M
DALDELTA AIR LINES INC DEL
$7.5M
FTVFORTIVE CORP
$7.3M
ARRIS INTL INC
$6.8M
PXDEURPIONEER NAT RES CO
$6.8M
GRMNGARMIN LTD
$6.7M
SERVUSDSERVICEMASTER GLOBAL HLDGS I
$6.6M
YUSDALLEGHANY CORP DEL
$6.3M
IBKRINTERACTIVE BROKERS GROUP IN
$5.3M
MKLMARKEL CORP
$4.9M
FDXFEDEX CORP
$4.5M
DISCKUSDDISCOVERY INC
$4.5M
GILGILDAN ACTIVEWEAR INC
$4.2M
AVTAVNET INC
$3.4M
FASTFASTENAL CO
$3.4M
GHCGRAHAM HLDGS CO
$3.2M
GQ9SPDR GOLD TRUST
$3.1M
DOWDUPONT INC
$2.9M
OPLNKAR AUCTION SVCS INC
$2.7M
BSVVANGUARD BD INDEX FD INC
$2.7M
BATRKUSDLIBERTY MEDIA CORP DELAWARE
$2.0M
TRVCCITIGROUP INC
$2.0M
UNICO AMERN CORP
$2.0M
PPHMEURAVID BIOSERVICES INC
$1.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.8M
W3UWESTERN UN CO
$1.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.6M
SHIRE PLC
$1.6M
TELTE CONNECTIVITY LTD
$1.6M
FHIFEDERATED INVS INC PA
$1.6M
PHGKONINKLIJKE PHILIPS N V
$1.5M
KRKROGER CO
$1.4M
BAMBROOKFIELD ASSET MGMT INC
$1.2M
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