SCHWARTZ INVESTMENT COUNSEL INC Q2 2021 Filing

Filed August 12, 2021

Portfolio Value

$2.5B

Holdings

135

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (135 positions)

StockValue
TPLTEXAS PACIFIC LAND CORPORATI
$118.7M
TXNTEXAS INSTRS INC
$108.4M
VVISA INC
$102.3M
LOWLOWES COS INC
$100.0M
MSFTMICROSOFT CORP
$95.5M
MDTMEDTRONIC PLC
$83.1M
EQIXEQUINIX INC
$80.9M
ACNACCENTURE PLC IRELAND
$79.2M
BRBROADRIDGE FINL SOLUTIONS IN
$74.6M
HEIHEICO CORP NEW
$68.3M
MCOMOODYS CORP
$60.0M
CPRTCOPART INC
$59.3M
FTDRFRONTDOOR INC
$59.1M
MAMASTERCARD INCORPORATED
$58.8M
BAMBROOKFIELD ASSET MGMT INC
$58.3M
ROPROPER TECHNOLOGIES INC
$54.8M
SPGIS&P GLOBAL INC
$51.6M
CVXCHEVRON CORP NEW
$49.3M
FT2FIRST HORIZON CORPORATION
$45.0M
PXDEURPIONEER NAT RES CO
$44.6M
VFCV F CORP
$44.1M
FNFFIDELITY NATIONAL FINANCIAL
$42.5M
GPCGENUINE PARTS CO
$41.2M
TFCTRUIST FINL CORP
$37.8M
SBACSBA COMMUNICATIONS CORP NEW
$37.0M
ORLYOREILLY AUTOMOTIVE INC
$35.7M
CHECHEMED CORP NEW
$34.9M
AKXANSYS INC
$33.9M
CBCHUBB LIMITED
$33.1M
SSNCSS&C TECHNOLOGIES HLDGS INC
$30.8M
DGXQUEST DIAGNOSTICS INC
$29.4M
CHNGUSDCHANGE HEALTHCARE INC
$28.7M
IQVIQVIA HLDGS INC
$28.3M
SAPSAP SE
$27.6M
BLKCHFBLACKROCK INC
$27.2M
MDLZMONDELEZ INTL INC
$26.9M
UPSUNITED PARCEL SERVICE INC
$26.6M
LMTLOCKHEED MARTIN CORP
$25.2M
JKHYHENRY JACK & ASSOC INC
$25.1M
OLLIOLLIES BARGAIN OUTLET HLDGS
$22.4M
TJXTJX COS INC NEW
$21.1M
GORES HLDGS V INC
$20.2M
TSCOTRACTOR SUPPLY CO
$16.7M
EXPDEXPEDITORS INTL WASH INC
$13.9M
VVVVALVOLINE INC
$13.8M
GHCGRAHAM HLDGS CO
$13.6M
FNVFRANCO NEV CORP
$12.6M
UHALAMERCO
$12.4M
KKRKKR & CO INC
$11.9M
ALCALCON AG
$11.7M
BROBROWN & BROWN INC
$11.1M
YUSDALLEGHANY CORP MD
$9.9M
CMECME GROUP INC
$9.9M
WSOWATSCO INC
$9.7M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$9.7M
BKNGBOOKING HOLDINGS INC
$8.9M
MSGSMADISON SQUARE GRDN SPRT COR
$8.3M
APGAPI GROUP CORP
$8.0M
OTISOTIS WORLDWIDE CORP
$7.9M
GNTXGENTEX CORP
$7.8M
ABXBARRICK GOLD CORP
$7.8M
MKLMARKEL CORP
$7.6M
ADSKAUTODESK INC
$7.2M
W3UWESTERN UN CO
$6.9M
VNTVONTIER CORPORATION
$6.8M
ALSNALLISON TRANSMISSION HLDGS I
$6.4M
AOSSMITH A O CORP
$6.3M
PPHMEURAVID BIOSERVICES INC
$6.2M
HAEHAEMONETICS CORP MASS
$6.0M
FASTFASTENAL CO
$5.7M
ICEINTERCONTINENTAL EXCHANGE IN
$5.6M
SLBSCHLUMBERGER LTD
$4.6M
ADBEADOBE SYSTEMS INCORPORATED
$4.3M
GQ9SPDR GOLD TR
$4.3M
GFLGFL ENVIRONMENTAL INC
$4.2M
NEMNEWMONT CORP
$3.8M
FWONALIBERTY MEDIA CORP DEL
$3.6M
HIFSHINGHAM INSTN SVGS MASS
$3.5M
BSVVANGUARD BD INDEX FDS
$3.1M
AXTAAXALTA COATING SYS LTD
$3.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$2.5M
PHGKONINKLIJKE PHILIPS N V
$2.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.4M
G3VGREEN PLAINS INC
$2.3M
WTWWILLIS TOWERS WATSON PLC LTD
$2.3M
LAMRLAMAR ADVERTISING CO NEW
$2.1M
ETNEATON CORP PLC
$1.9M
EAELECTRONIC ARTS INC
$1.7M
RACEFERRARI N V
$1.7M
TELTE CONNECTIVITY LTD
$1.6M
TYLTYLER TECHNOLOGIES INC
$1.3M
YETIYETI HLDGS INC
$1.3M
FSVFIRSTSERVICE CORP NEW
$1.3M
PAASPAN AMERN SILVER CORP
$1.2M
WCNWASTE CONNECTIONS INC
$1.2M
VWOVANGUARD INTL EQUITY INDEX F
$1.1M
CNRCANADIAN NATL RY CO
$1.1M
KRKROGER CO
$1.1M
RICE ACQUISITION CORP
$979K
AAPLAPPLE INC
$972K
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