SCHWARTZ INVESTMENT COUNSEL INC Diversified Active

CIK: 0000909151 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 13, 2020

Total Value ($000): $1,504,342 (100.0% shares, 0.0% debt)

Holdings (113)

V VISA INC 4.3%
Value ($000) $64,875 Shares 402,650 Est. Cost $119.94 Unrealized +50.7%
MDT MEDTRONIC PLC 3.9%
Value ($000) $58,551 Shares 649,264 Est. Cost $61.65 Unrealized +46.3%
TXN TEXAS INSTRS INC 3.6%
Value ($000) $54,002 Shares 540,400 Est. Cost $81.25 Unrealized +25.1%
ZBH ZIMMER BIOMET HLDGS INC 3.6%
Value ($000) $53,962 Shares 533,850 Est. Cost $108.13 Unrealized +15.5%
LOW LOWES COS INC 3.2%
Value ($000) $48,046 Shares 558,350 Est. Cost $51.30 Unrealized +91.5%
BROOKFIELD ASSET MGMT INC 3.0%
Value ($000) $45,082 Shares 1,018,800 Est. Cost $431.34 Unrealized
ACN ACCENTURE PLC IRELAND 2.9%
Value ($000) $43,182 Shares 264,500 Est. Cost $130.28 Unrealized +35.9%
BR BROADRIDGE FINL SOLUTIONS IN 2.7%
Value ($000) $41,327 Shares 435,800 Est. Cost $103.47 Unrealized -0.3%
ROP ROPER TECHNOLOGIES INC 2.6%
Value ($000) $39,460 Shares 126,550 Est. Cost $258.41 Unrealized +32.4%
HEI/A HEICO CORP NEW 2.6%
Value ($000) $39,234 Shares 613,996 Est. Cost $64.46 Unrealized +37.5%
MA MASTERCARD INC 2.5%
Value ($000) $37,840 Shares 156,650 Est. Cost $100.27 Unrealized +187.0%
ANSYS INC 2.4%
Value ($000) $36,416 Shares 156,650 Est. Cost $130.05 Unrealized
MCO MOODYS CORP 2.3%
Value ($000) $34,512 Shares 163,175 Est. Cost $93.69 Unrealized +147.0%
CPRT COPART INC 2.2%
Value ($000) $33,575 Shares 490,000 Est. Cost $8.76 Unrealized +154.0%
SBAC SBA COMMUNICATIONS CORP NEW 2.1%
Value ($000) $31,317 Shares 116,000 Est. Cost $151.27 Unrealized +61.6%
FTDR FRONTDOOR INC 2.1%
Value ($000) $30,895 Shares 888,300 Est. Cost $43.57 Unrealized -2.3%
KELLOGG CO 2.0%
Value ($000) $29,995 Shares 500,000 Est. Cost $48.55 Unrealized +2.1%
SPGI S&P GLOBAL INC 1.9%
Value ($000) $28,426 Shares 116,000 Est. Cost $173.33 Unrealized +50.7%
BKNG BOOKING HLDGS INC 1.8%
Value ($000) $27,276 Shares 20,275 Est. Cost $1909.04 Unrealized -9.6%
HXL HEXCEL CORP NEW 1.8%
Value ($000) $26,449 Shares 711,195 Est. Cost $55.56 Unrealized +16.2%
CVX CHEVRON CORP NEW 1.6%
Value ($000) $24,682 Shares 340,635 Est. Cost $76.00 Unrealized 0.0%
VFC V F CORP 1.5%
Value ($000) $22,143 Shares 409,450 Est. Cost $60.39 Unrealized +29.0%
FAST FASTENAL CO 1.5%
Value ($000) $21,994 Shares 703,800 Est. Cost $13.55 Unrealized +11.9%
UPS UNITED PARCEL SERVICE INC 1.5%
Value ($000) $21,907 Shares 234,500 Est. Cost $66.16 Unrealized +23.8%
WSO WATSCO INC 1.4%
Value ($000) $21,603 Shares 136,700 Est. Cost $145.22 Unrealized +16.3%
TFC TRUIST FINL CORP 1.4%
Value ($000) $21,582 Shares 699,795 Est. Cost $39.50 Unrealized -9.0%
CSCO CISCO SYS INC 1.4%
Value ($000) $21,062 Shares 535,800 Est. Cost $21.43 Unrealized +71.1%
SAP SAP SE 1.4%
Value ($000) $21,050 Shares 190,500 Est. Cost $110.50 Unrealized
BLACKROCK INC 1.4%
Value ($000) $20,921 Shares 47,550 Est. Cost $431.82 Unrealized
IQV IQVIA HLDGS INC 1.4%
Value ($000) $20,774 Shares 192,600 Est. Cost $144.00 Unrealized -0.8%
ETN EATON CORP PLC 1.4%
Value ($000) $20,658 Shares 265,900 Est. Cost $64.33 Unrealized +28.5%
TSCO TRACTOR SUPPLY CO 1.3%
Value ($000) $19,869 Shares 235,000 Est. Cost $13.61 Unrealized +20.2%
ORLY O REILLY AUTOMOTIVE INC NEW 1.3%
Value ($000) $18,966 Shares 63,000 Est. Cost $14.89 Unrealized +71.7%
CB CHUBB LIMITED 1.2%
Value ($000) $18,602 Shares 166,550 Est. Cost $102.39 Unrealized +27.4%
GPC GENUINE PARTS CO 1.1%
Value ($000) $17,196 Shares 255,400 Est. Cost $73.88 Unrealized +1.8%
FNF FIDELITY NATIONAL FINANCIAL 1.1%
Value ($000) $16,986 Shares 682,700 Est. Cost $31.22 Unrealized -4.0%
ROK ROCKWELL AUTOMATION INC 1.1%
Value ($000) $16,600 Shares 110,000 Est. Cost $120.16 Unrealized +39.2%
AME AMETEK INC NEW 1.1%
Value ($000) $16,493 Shares 229,000 Est. Cost $43.75 Unrealized +98.2%
OLLI OLLIES BARGAIN OUTLT HLDGS I 1.1%
Value ($000) $16,015 Shares 345,587 Est. Cost $51.28 Unrealized 0.0%
TJX TJX COS INC NEW 1.0%
Value ($000) $15,414 Shares 322,400 Est. Cost $32.11 Unrealized +66.1%
DGX QUEST DIAGNOSTICS INC 1.0%
Value ($000) $15,209 Shares 189,400 Est. Cost $92.18 Unrealized 0.0%
PIONEER NAT RES CO 1.0%
Value ($000) $14,865 Shares 211,900 Est. Cost $75.17 Unrealized
TEXAS PAC LD TR 1.0%
Value ($000) $14,775 Shares 38,880 Est. Cost $76865.28 Unrealized
TE CONNECTIVITY LTD 1.0%
Value ($000) $14,693 Shares 233,300 Est. Cost $74.90 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 1.0%
Value ($000) $14,353 Shares 327,550 Est. Cost $56.54 Unrealized 0.0%
ROSETTA STONE INC 0.9%
Value ($000) $13,891 Shares 990,809 Est. Cost $18.24 Unrealized
FTV FORTIVE CORP 0.9%
Value ($000) $12,970 Shares 235,000 Est. Cost $42.72 Unrealized -0.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.8%
Value ($000) $11,698 Shares 114,600 Est. Cost $107.57 Unrealized -1.4%
PNC PNC FINL SVCS GROUP INC 0.8%
Value ($000) $11,343 Shares 118,500 Est. Cost $69.72 Unrealized +55.4%
FHN FIRST HORIZON NATL CORP 0.8%
Value ($000) $11,311 Shares 1,403,400 Est. Cost $12.67 Unrealized -12.9%
EQIX EQUINIX INC 0.7%
Value ($000) $11,214 Shares 17,955 Est. Cost $502.01 Unrealized +6.8%
DISCOVER FINL SVCS 0.7%
Value ($000) $10,355 Shares 290,300 Est. Cost $59.57 Unrealized
MSGS MADISON SQUARE GARDEN CO NEW 0.7%
Value ($000) $9,936 Shares 47,000 Est. Cost $160.96 Unrealized +20.5%
MSFT MICROSOFT CORP 0.6%
Value ($000) $8,721 Shares 55,300 Est. Cost $130.34 Unrealized +20.0%
EXPD EXPEDITORS INTL WASH INC 0.5%
Value ($000) $7,339 Shares 110,000 Est. Cost $37.86 Unrealized +75.7%
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $6,872 Shares 49,469 Est. Cost $103.69 Unrealized 0.0%
AOS SMITH A O CORP 0.4%
Value ($000) $6,515 Shares 172,300 Est. Cost $43.25 Unrealized -11.5%
CHANGE HEALTHCARE INC 0.4%
Value ($000) $6,394 Shares 640,000 Est. Cost $9.99 Unrealized
VVV VALVOLINE INC 0.4%
Value ($000) $6,303 Shares 481,500 Est. Cost $19.51 Unrealized -1.8%
ALLEGHANY CORP DEL 0.4%
Value ($000) $6,013 Shares 10,886 Est. Cost $383.30 Unrealized
GHC GRAHAM HLDGS CO 0.4%
Value ($000) $5,459 Shares 16,000 Est. Cost $506.45 Unrealized -5.9%
CCEP COCA COLA EUROPEAN PARTNERS 0.4%
Value ($000) $5,318 Shares 141,700 Est. Cost $34.72 Unrealized +17.5%
LAMR LAMAR ADVERTISING CO NEW 0.3%
Value ($000) $5,128 Shares 100,000 Est. Cost $75.81 Unrealized
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $4,922 Shares 150,700 Est. Cost $1946.72 Unrealized
UHAL AMERCO 0.3%
Value ($000) $4,649 Shares 16,000 Est. Cost $36.55 Unrealized -7.6%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $3,808 Shares 25,720 Est. Cost $118.90 Unrealized
KKR KKR & CO INC 0.3%
Value ($000) $3,786 Shares 161,300 Est. Cost $24.83 Unrealized +9.1%
SPB SPECTRUM BRANDS HLDGS INC NE 0.2%
Value ($000) $3,637 Shares 100,000 Est. Cost $57.80 Unrealized -6.5%
ALC ALCON INC 0.2%
Value ($000) $3,590 Shares 70,650 Est. Cost $56.67 Unrealized 0.0%
WU WESTERN UN CO 0.2%
Value ($000) $3,263 Shares 180,000 Est. Cost $18.62 Unrealized
ANGI HOMESERVICES INC 0.2%
Value ($000) $3,150 Shares 600,000 Est. Cost $5.25 Unrealized
ATHENE HLDG LTD 0.2%
Value ($000) $2,978 Shares 120,000 Est. Cost $43.38 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $2,842 Shares 20,000 Est. Cost $76.36 Unrealized +93.3%
WTW WILLIS TOWERS WATSON PUB LTD 0.2%
Value ($000) $2,539 Shares 14,950 Est. Cost $145.65 Unrealized +24.6%
DEO DIAGEO P L C 0.2%
Value ($000) $2,263 Shares 17,800 Est. Cost $113.03 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $2,191 Shares 76,800 Est. Cost $48.87 Unrealized -1.7%
PHG KONINKLIJKE PHILIPS N V 0.1%
Value ($000) $2,051 Shares 51,064 Est. Cost $33.76 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $1,983 Shares 60,800 Est. Cost $39.56 Unrealized -4.5%
NOBLE ENERGY INC 0.1%
Value ($000) $1,874 Shares 310,300 Est. Cost $22.90 Unrealized
AVID BIOSERVICES INC 0.1%
Value ($000) $1,840 Shares 360,000 Est. Cost $2.92 Unrealized
BROOKFIELD PROPERTY REIT INC 0.1%
Value ($000) $1,698 Shares 200,000 Est. Cost $15.95 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,554 Shares 8,500 Est. Cost $116.86 Unrealized +81.9%
BARRICK GOLD CORPORATION 0.1%
Value ($000) $1,466 Shares 80,000 Est. Cost $13.34 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.1%
Value ($000) $1,416 Shares 52,000 Est. Cost $31.69 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $1,202 Shares 12,000 Est. Cost $92.39 Unrealized +10.8%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $1,187 Shares 21,375 Est. Cost $37.21 Unrealized +55.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $1,051 Shares 22,000 Est. Cost $23.59 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $1,040 Shares 24,700 Est. Cost $42.53 Unrealized +27.4%
ARW ARROW ELECTRS INC 0.1%
Value ($000) $1,037 Shares 20,000 Est. Cost $59.14 Unrealized +20.1%
KR KROGER CO 0.1%
Value ($000) $1,024 Shares 34,000 Est. Cost $20.42 Unrealized +26.9%
AAPL APPLE INC 0.1%
Value ($000) $821 Shares 3,230 Est. Cost $26.80 Unrealized +165.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $816 Shares 3 Est. Cost $165023.42 Unrealized +93.1%
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $780 Shares 6,500 Est. Cost $131.08 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $776 Shares 10,000 Est. Cost $46.07 Unrealized +69.2%
ROST ROSS STORES INC 0.0%
Value ($000) $696 Shares 8,000 Est. Cost $37.22 Unrealized +170.7%
ISHARES GOLD TRUST 0.0%
Value ($000) $627 Shares 41,600 Est. Cost $13.30 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $603 Shares 4,600 Est. Cost $108.01 Unrealized +11.2%
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $561 Shares 24,350 Est. Cost $25.70 Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $502 Shares 35,000 Est. Cost $7.20 Unrealized +188.6%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $467 Shares 3,200 Est. Cost $58.52 Unrealized +179.6%
AXTA AXALTA COATING SYS LTD 0.0%
Value ($000) $463 Shares 26,800 Est. Cost $30.24 Unrealized -15.4%
SYK STRYKER CORP 0.0%
Value ($000) $450 Shares 2,700 Est. Cost $57.64 Unrealized +218.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $421 Shares 4,400 Est. Cost $108.48 Unrealized +1.5%
WDAY WORKDAY INC 0.0%
Value ($000) $376 Shares 2,886 Est. Cost $181.88 Unrealized -7.4%
GRMN GARMIN LTD 0.0%
Value ($000) $375 Shares 5,000 Est. Cost $64.24 Unrealized +23.3%
GGG GRACO INC 0.0%
Value ($000) $290 Shares 5,950 Est. Cost $33.56 Unrealized +41.9%
HEI HEICO CORP NEW 0.0%
Value ($000) $284 Shares 3,800 Est. Cost $116.21 Unrealized -5.9%
FDX FEDEX CORP 0.0%
Value ($000) $279 Shares 2,300 Est. Cost $201.08 Unrealized -37.3%
GDXJ VANECK VECTORS ETF TR 0.0%
Value ($000) $253 Shares 9,000 Est. Cost $36.22 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $251 Shares 1,900 Est. Cost $170.35 Unrealized -14.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $239 Shares 3,800 Est. Cost $25.09 Unrealized +168.7%
WMT WALMART INC 0.0%
Value ($000) $233 Shares 2,050 Est. Cost $31.30 Unrealized +13.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $124 Shares 18,000 Est. Cost $18.38 Unrealized -28.5%