SCHWARTZ INVESTMENT COUNSEL INC Q2 2019 Filing

Filed July 24, 2019

Portfolio Value

$2.0B

Holdings

126

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (126 positions)

StockValue
MDTMEDTRONIC PLC
$67.2M
TXNTEXAS INSTRS INC
$66.1M
VVISA INC
$65.1M
HXLHEXCEL CORP NEW
$58.2M
LOWLOWES COS INC
$57.6M
ZBHZIMMER BIOMET HLDGS INC
$56.0M
BRBROADRIDGE FINL SOLUTIONS IN
$55.6M
MCOMOODYS CORP
$51.9M
HEIHEICO CORP NEW
$50.9M
CPRTCOPART INC
$46.3M
BKNGBOOKING HLDGS INC
$45.5M
BAMBROOKFIELD ASSET MGMT INC
$44.1M
GGGGRACO INC
$41.3M
MAMASTERCARD INC
$41.2M
VFCV F CORP
$38.4M
SBACSBA COMMUNICATIONS CORP NEW
$37.8M
ROPROPER TECHNOLOGIES INC
$37.6M
R6C2ROYAL DUTCH SHELL PLC
$36.6M
FDXFEDEX CORP
$36.4M
CBCHUBB LIMITED
$35.6M
DALDELTA AIR LINES INC DEL
$32.4M
AKXANSYS INC
$32.2M
ITWILLINOIS TOOL WKS INC
$31.9M
ECLECOLAB INC
$29.8M
WSOWATSCO INC
$29.0M
TELTE CONNECTIVITY LTD
$28.7M
TPLUSDTEXAS PAC LD TR
$28.4M
PNCPNC FINL SVCS GROUP INC
$28.4M
RPMRPM INTL INC
$28.4M
ACNACCENTURE PLC IRELAND
$27.7M
FASTFASTENAL CO
$27.5M
GPCGENUINE PARTS CO
$26.5M
SPGIS&P GLOBAL INC
$26.4M
BLKCHFBLACKROCK INC
$26.3M
ETNEATON CORP PLC
$26.1M
DFSEURDISCOVER FINL SVCS
$25.9M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$25.7M
CSCOCISCO SYS INC
$25.5M
SCHWTHE CHARLES SCHWAB CORPORATI
$25.3M
ORLYO REILLY AUTOMOTIVE INC NEW
$23.3M
ROKROCKWELL AUTOMATION INC
$22.9M
UPSUNITED PARCEL SERVICE INC
$22.2M
AOSSMITH A O CORP
$22.2M
TSCOTRACTOR SUPPLY CO
$21.8M
BBTUSDBB&T CORP
$21.7M
USBUS BANCORP DEL
$21.6M
AMEAMETEK INC NEW
$19.7M
TJXTJX COS INC NEW
$17.0M
FTVFORTIVE CORP
$16.3M
MSGSMADISON SQUARE GARDEN CO NEW
$15.1M
ROSETTA STONE INC
$13.9M
INTERXION HOLDING N.V
$9.9M
NSCNORFOLK SOUTHERN CORP
$9.6M
EXPDEXPEDITORS INTL WASH INC
$8.3M
GILGILDAN ACTIVEWEAR INC
$8.3M
VVVVALVOLINE INC
$8.2M
YUSDALLEGHANY CORP DEL
$7.4M
FWONALIBERTY MEDIA CORP DELAWARE
$6.8M
UHALAMERCO
$6.4M
DDDUPONT DE NEMOURS INC
$6.2M
AALAMERICAN AIRLS GROUP INC
$5.6M
ARWARROW ELECTRS INC
$5.6M
SPBSPECTRUM BRANDS HLDGS INC NE
$5.6M
FTDRFRONTDOOR INC
$5.4M
XOMEXXON MOBIL CORP
$5.3M
ATHSATHENE HLDG LTD
$5.2M
CCEPCOCA COLA EUROPEAN PARTNERS
$5.0M
MKLMARKEL CORP
$4.9M
IAA-WUSDIAA INC
$4.8M
LAMRLAMAR ADVERTISING CO NEW
$4.8M
IBKRINTERACTIVE BROKERS GROUP IN
$4.3M
QVCAUSDQURATE RETAIL INC
$4.0M
DEODIAGEO P L C
$3.8M
FT2FIRST HORIZON NATL CORP
$3.8M
PAHUSDELEMENT SOLUTIONS INC
$3.7M
GHCGRAHAM HLDGS CO
$3.5M
GQ9SPDR GOLD TRUST
$3.4M
CTVACORTEVA INC
$3.3M
AVTAVNET INC
$3.2M
NBL2EURNOBLE ENERGY INC
$3.1M
OPLNKAR AUCTION SVCS INC
$3.1M
AXTAAXALTA COATING SYS LTD
$3.0M
BF/BBROWN FORMAN CORP
$2.8M
GRMNGARMIN LTD
$2.8M
WTWWILLIS TOWERS WATSON PUB LTD
$2.6M
PHGKONINKLIJKE PHILIPS N V
$2.3M
BATRKUSDLIBERTY MEDIA CORP DELAWARE
$2.2M
TRVCCITIGROUP INC
$2.1M
PXDEURPIONEER NAT RES CO
$2.0M
IQVIQVIA HLDGS INC
$2.0M
PPHMEURAVID BIOSERVICES INC
$2.0M
KKRKKR & CO INC
$1.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.8M
W3UWESTERN UN CO
$1.6M
MSFTMICROSOFT CORP
$1.5M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.5M
EQIXEQUINIX INC
$1.4M
EAELECTRONIC ARTS INC
$1.3M
ABXBARRICK GOLD CORPORATION
$1.3M
CNRCANADIAN NATL RY CO
$1.0M
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