SCHWARTZ INVESTMENT COUNSEL INC Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$3.0B
Holdings
124
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (124 positions)
| Stock | Value |
|---|---|
TPLTEXAS PACIFIC LAND CORPORATI | $162.7M |
MAMASTERCARD INC | $130.7M |
HEIHEICO CORP NEW | $117.9M |
APGAPI GROUP CORP | $106.3M |
TXNTEXAS INSTRS INC | $101.5M |
NVDANVIDIA CORP | $100.3M |
ROPROPER TECHNOLOGIES INC | $96.2M |
SPGIS&P GLOBAL INC | $85.7M |
ACNACCENTURE PLC IRELAND | $74.4M |
ORLYO REILLY AUTOMOTIVE INC NEW | $68.9M |
CHECHEMED CORP NEW | $68.1M |
SBACSBA COMMUNICATIONS CORP NEW | $64.3M |
BRBROADRIDGE FINL SOLUTIONS IN | $60.1M |
LOWLOWES COS INC | $59.7M |
MCOMOODYS CORP | $59.3M |
CBCHUBB LIMITED | $58.0M |
BROBROWN & BROWN INC | $57.6M |
CPRTCOPART INC | $57.1M |
WSOWATSCO INC | $53.0M |
CCEPCOCA COLA EUROPEAN PARTNERS | $49.3M |
GPCGENUINE PARTS CO | $49.0M |
FASTFASTENAL CO | $46.8M |
EXEEXPAND ENERGY CORPORATION | $43.3M |
CDWCDW CORP | $42.5M |
ATRAPTARGROUP INC | $42.2M |
FANGDIAMONDBACK ENERGY INC | $39.9M |
CVXCHEVRON CORP NEW | $39.8M |
AKXANSYS INC | $38.9M |
AOSSMITH A O CORP | $38.7M |
LMTLOCKHEED MARTIN CORP | $38.0M |
FNFFIDELITY NATIONAL FINANCIAL | $37.3M |
TFCTRUIST FINL CORP | $36.2M |
LBLANDBRIDGE COMPANY LLC | $35.1M |
CSLCARLISLE COS INC | $33.6M |
BLBLACKLINE INC | $33.4M |
LHXL3HARRIS TECHNOLOGIES INC | $32.9M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $32.7M |
TJXTJX COS INC NEW | $32.5M |
XPELXPEL INC | $31.3M |
SLABSILICON LABORATORIES INC | $28.4M |
ZTSZOETIS INC | $28.1M |
HAEHAEMONETICS CORP | $27.8M |
BATRAATLANTA BRAVES HLDGS INC | $25.4M |
WPMWHEATON PRECIOUS METALS CORP | $24.5M |
RMBS*RAMBUS INC DEL | $24.3M |
BKNGBOOKING HLDGS INC | $23.2M |
SUXTD SYNNEX CORPORATION | $23.0M |
BNBROOKFIELD CORP | $21.4M |
TSCOTRACTOR SUPPLY CO | $21.0M |
FNVFRANCO NEVADA CORP | $20.8M |
MIRMIRION TECHNOLOGIES INC | $20.5M |
HIFSHINGHAM INSTN SVGS MASS | $20.1M |
PBTPERMIAN BASIN RTY TR | $18.0M |
OXYOCCIDENTAL PETE CORP | $17.6M |
IQVIQVIA HLDGS INC | $17.4M |
DGXQUEST DIAGNOSTICS INC | $17.2M |
ICEINTERCONTINENTAL EXCHANGE IN | $16.7M |
SIMOSILICON MOTION TECHNOLOGY CO | $16.5M |
JOEST JOE CO | $16.0M |
ALCALCON INC | $15.2M |
SLBSCHLUMBERGER LTD | $15.2M |
SMPLSIMPLY GOOD FOODS CO | $13.8M |
AWIARMSTRONG WORLD INDS INC NEW | $12.7M |
VRSNVERISIGN INC | $11.7M |
XOMEXXON MOBIL CORP | $11.5M |
YETIYETI HLDGS INC | $11.2M |
ALLEALLEGION PLC | $11.0M |
W3UWESTERN UN CO | $10.7M |
GFLGFL ENVIRONMENTAL INC | $10.6M |
WINAWINMARK CORP | $10.0M |
DSGRDISTRIBUTION SOLUTIONS GRP I | $9.1M |
SNSHARKNINJA INC | $9.0M |
BLDRBUILDERS FIRSTSOURCE INC | $7.9M |
GQ9SPDR GOLD TRUST | $7.4M |
ETNEATON CORP PLC | $6.7M |
DBRGDIGITALBRIDGE GROUP INC | $5.6M |
BNTBROOKFIELD WEALTH SOL LTD | $5.2M |
COPCONOCOPHILLIPS | $5.1M |
JKHYHENRY JACK & ASSOC INC | $4.6M |
STNESTONECO LTD | $4.4M |
MASMASCO CORP | $3.9M |
HDBHDFC BANK LTD | $3.8M |
FIXCOMFORT SYS USA INC | $3.5M |
APOAPOLLO GLOBAL MGMT INC | $3.2M |
STVNSTEVANATO GROUP S P A | $3.1M |
FGF&G ANNUITIES & LIFE INC | $3.1M |
KAROKAROOOOO LTD | $3.0M |
NUNU HLDGS LTD | $2.5M |
SAJACOMPANHIA DE SANEAMENTO BASI | $2.3M |
HWMHOWMET AEROSPACE INC | $2.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.7M |
SPNSSAPIENS INTL CORP N V | $1.7M |
PAASPAN AMERN SILVER CORP | $1.6M |
AAPLAPPLE INC | $1.5M |
MSFTMICROSOFT CORP | $1.5M |
FSVFIRSTSERVICE CORP NEW | $1.3M |
BSVVANGUARD BD INDEX FDS | $1.2M |
GDXVANECK VECTORS ETF TR | $971K |
INFLLISTED FD TR | $801K |
ULTAULTA BEAUTY INC | $760K |
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