SCHWARTZ INVESTMENT COUNSEL INC Q2 2022 Filing

Filed August 11, 2022

Portfolio Value

$2.1B

Holdings

131

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (131 positions)

StockValue
TPLTEXAS PACIFIC LAND CORPORATI
$110.7M
TXNTEXAS INSTRS INC
$86.4M
VVISA INC
$84.2M
MSFTMICROSOFT CORP
$82.0M
PXDEURPIONEER NAT RES CO
$66.0M
CVXCHEVRON CORP NEW
$57.6M
CHECHEMED CORP NEW
$52.9M
EQIXEQUINIX INC
$52.3M
ACNACCENTURE PLC IRELAND
$51.4M
BAMBROOKFIELD ASSET MGMT INC
$51.0M
HEIHEICO CORP NEW
$50.2M
MAMASTERCARD INC
$49.0M
CPRTCOPART INC
$48.9M
LOWLOWES COS INC
$48.4M
BRBROADRIDGE FINL SOLUTIONS IN
$47.1M
CBCHUBB LIMITED
$40.7M
LMTLOCKHEED MARTIN CORP
$39.2M
MDTMEDTRONIC PLC
$39.1M
ROPROPER TECHNOLOGIES INC
$36.8M
FNFFIDELITY NATIONAL FINANCIAL
$36.1M
SPGIS&P GLOBAL INC
$34.6M
MCOMOODYS CORP
$34.5M
TFCTRUIST FINL CORP
$34.2M
ATRAPTARGROUP INC
$33.5M
ORLYO REILLY AUTOMOTIVE INC NEW
$32.2M
APGAPI GROUP CORP
$31.2M
JKHYHENRY JACK & ASSOC INC
$28.4M
ADBEADOBE INC
$26.9M
AMDADVANCED MICRO DEVICES INC
$26.9M
AKXANSYS INC
$26.8M
IQVIQVIA HLDGS INC
$26.7M
GPCGENUINE PARTS CO
$26.7M
CCEPCOCA COLA EUROPEAN PARTNERS
$26.3M
EXECHESAPEAKE ENERGY CORP
$26.1M
SSNCSS&C TECHNOLOGIES HLDGS INC
$24.7M
SBACSBA COMMUNICATIONS CORP NEW
$24.3M
AMBPARDAGH METAL PACKAGING S A
$23.6M
UPSUNITED PARCEL SERVICE INC
$23.1M
BROBROWN & BROWN INC
$18.3M
TJXTJX COS INC NEW
$17.1M
RHRH
$15.7M
TSCOTRACTOR SUPPLY CO
$15.4M
PIIPOLARIS INC
$14.0M
FT2FIRST HORIZON NATL CORP
$13.1M
DGXQUEST DIAGNOSTICS INC
$12.8M
PRPLPURPLE INNOVATION INC
$12.5M
HAEHAEMONETICS CORP
$12.3M
FNVFRANCO NEVADA CORP
$12.1M
VNTVONTIER CORPORATION
$12.1M
CMECME GROUP INC
$11.6M
THOTHOR INDS INC
$11.5M
ALCALCON INC
$11.4M
VVVVALVOLINE INC
$10.3M
ICEINTERCONTINENTAL EXCHANGE IN
$10.2M
SLBSCHLUMBERGER LTD
$10.1M
XOMEXXON MOBIL CORP
$9.1M
MIRMIRION TECHNOLOGIES INC
$8.6M
HIFSHINGHAM INSTN SVGS MASS
$7.8M
CDWCDW CORP
$7.5M
MSGSMADISON SQUARE GARDEN CO NEW
$7.2M
YETIYETI HLDGS INC
$7.1M
AVLRUSDAVALARA INC
$7.1M
BKNGBOOKING HLDGS INC
$7.0M
MKLMARKEL CORP
$7.0M
OTISOTIS WORLDWIDE CORP
$6.9M
GFLGFL ENVIRONMENTAL INC
$6.6M
GNTXGENTEX CORP
$6.6M
DIGITALBRIDGE GROUP INC
$6.5M
ABXBARRICK GOLD CORPORATION
$5.9M
WSOWATSCO INC
$5.7M
UHALAMERCO
$5.6M
FASTFASTENAL CO
$5.3M
LUCKBOWLERO CORP
$5.2M
FWONALIBERTY MEDIA CORP DEL
$5.1M
AOSSMITH A O CORP
$4.5M
GQ9SPDR GOLD TRUST
$4.3M
NEMNEWMONT CORP
$3.6M
CLBCORE LABORATORIES N V
$3.3M
VFCV F CORP
$3.1M
BSVVANGUARD BD INDEX FDS
$2.9M
BAMBROOKFIELD ASSET MGMT REINS
$2.4M
JOEST JOE CO
$2.4M
ETNEATON CORP PLC
$2.2M
G3VGREEN PLAINS INC
$2.2M
ANGI1EURANGI HOMESERVICES INC
$2.1M
LFG1USDARCHAEA ENERGY INC
$2.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.9M
TELTE CONNECTIVITY LTD
$1.8M
POWWAMMO INC
$1.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.7M
ADSKAUTODESK INC
$1.6M
EAELECTRONIC ARTS INC
$1.5M
DVNDEVON ENERGY CORP NEW
$1.4M
BF/ABROWN FORMAN CORP
$1.4M
STVNSTEVANATO GROUP S P A
$1.3M
CNRCANADIAN NATL RY CO
$1.1M
RACEFERRARI N V
$1.1M
TYLTYLER TECHNOLOGIES INC
$979K
FSVFIRSTSERVICE CORP NEW
$909K
HDBHDFC BANK LTD
$899K
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