SCHWARTZ INVESTMENT COUNSEL INC Diversified Active

CIK: 0000909151 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 26, 2024

Total Value ($000): $2,562,137 (100.0% shares, 0.0% debt)

Holdings (138)

TPL TEXAS PACIFIC LAND CORPORATI 4.1%
Value ($000) $105,136 Shares 66,861 Est. Cost $118.09 Unrealized +56.5%
MA MASTERCARD INC 4.1%
Value ($000) $103,780 Shares 243,324 Est. Cost $183.68 Unrealized +116.2%
ACN ACCENTURE PLC IRELAND 3.1%
Value ($000) $80,376 Shares 229,050 Est. Cost $156.55 Unrealized +99.7%
BR BROADRIDGE FINL SOLUTIONS IN 3.0%
Value ($000) $77,043 Shares 374,450 Est. Cost $112.08 Unrealized +58.9%
CPRT COPART INC 3.0%
Value ($000) $77,018 Shares 1,571,800 Est. Cost $31.67 Unrealized +49.1%
TXN TEXAS INSTRS INC 2.9%
Value ($000) $74,540 Shares 437,290 Est. Cost $84.55 Unrealized +72.1%
APG API GROUP CORP 2.8%
Value ($000) $72,079 Shares 2,083,209 Est. Cost $14.38 Unrealized +34.1%
SPGI S&P GLOBAL INC 2.8%
Value ($000) $71,540 Shares 162,400 Est. Cost $238.80 Unrealized +62.6%
CHE CHEMED CORP NEW 2.7%
Value ($000) $70,284 Shares 120,195 Est. Cost $483.40 Unrealized +14.8%
HEI/A HEICO CORP NEW 2.6%
Value ($000) $67,872 Shares 476,497 Est. Cost $67.44 Unrealized +100.1%
LOW LOWES COS INC 2.6%
Value ($000) $65,741 Shares 295,400 Est. Cost $65.56 Unrealized +197.0%
PIONEER NAT RES CO 2.5%
Value ($000) $64,397 Shares 286,360 Est. Cost $133.00 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 2.5%
Value ($000) $63,169 Shares 249,000 Est. Cost $197.62 Unrealized +9.1%
ROP ROPER TECHNOLOGIES INC 2.4%
Value ($000) $61,441 Shares 112,700 Est. Cost $292.71 Unrealized +73.6%
ANSYS INC 2.1%
Value ($000) $54,825 Shares 151,082 Est. Cost $224.45 Unrealized
MCO MOODYS CORP 2.0%
Value ($000) $50,470 Shares 129,225 Est. Cost $113.55 Unrealized +201.0%
ORLY O REILLY AUTOMOTIVE INC NEW 1.9%
Value ($000) $48,454 Shares 51,000 Est. Cost $14.89 Unrealized +324.5%
JKHY HENRY JACK & ASSOC INC 1.7%
Value ($000) $43,524 Shares 266,350 Est. Cost $149.82 Unrealized -0.6%
FNF FIDELITY NATIONAL FINANCIAL 1.7%
Value ($000) $43,367 Shares 850,000 Est. Cost $28.91 Unrealized +34.3%
CB CHUBB LIMITED 1.6%
Value ($000) $41,844 Shares 185,150 Est. Cost $106.15 Unrealized +101.3%
IQV IQVIA HLDGS INC 1.6%
Value ($000) $41,345 Shares 178,690 Est. Cost $209.99 Unrealized -2.2%
LMT LOCKHEED MARTIN CORP 1.6%
Value ($000) $40,792 Shares 90,000 Est. Cost $317.29 Unrealized +31.6%
ATR APTARGROUP INC 1.6%
Value ($000) $40,177 Shares 325,000 Est. Cost $120.56 Unrealized +1.3%
TFC TRUIST FINL CORP 1.5%
Value ($000) $39,626 Shares 1,073,295 Est. Cost $37.53 Unrealized -24.8%
CVX CHEVRON CORP NEW 1.5%
Value ($000) $38,821 Shares 260,267 Est. Cost $73.80 Unrealized +86.7%
CCEP COCA COLA EUROPEAN PARTNERS 1.5%
Value ($000) $38,008 Shares 569,500 Est. Cost $44.99 Unrealized +27.4%
INTC INTEL CORP 1.5%
Value ($000) $37,185 Shares 740,000 Est. Cost $30.72 Unrealized +30.3%
BRO BROWN & BROWN INC 1.4%
Value ($000) $36,917 Shares 519,150 Est. Cost $55.49 Unrealized +27.1%
VVV VALVOLINE INC 1.3%
Value ($000) $33,841 Shares 900,500 Est. Cost $26.26 Unrealized +27.5%
GPC GENUINE PARTS CO 1.3%
Value ($000) $33,309 Shares 240,500 Est. Cost $84.12 Unrealized +52.7%
FAST FASTENAL CO 1.3%
Value ($000) $32,838 Shares 507,000 Est. Cost $21.72 Unrealized +32.1%
BL BLACKLINE INC 1.2%
Value ($000) $31,844 Shares 510,000 Est. Cost $66.75 Unrealized -15.3%
NVDA NVIDIA CORP 1.2%
Value ($000) $30,704 Shares 62,000 Est. Cost $15.79 Unrealized +193.4%
VRRM VERRA MOBILITY CORP 1.2%
Value ($000) $30,169 Shares 1,310,000 Est. Cost $18.07 Unrealized +13.5%
CSL CARLISLE COS INC 1.2%
Value ($000) $29,837 Shares 95,500 Est. Cost $231.61 Unrealized +16.0%
EXE CHESAPEAKE ENERGY CORP 1.2%
Value ($000) $29,560 Shares 384,200 Est. Cost $71.37 Unrealized +8.0%
TJX TJX COS INC NEW 1.1%
Value ($000) $28,467 Shares 303,450 Est. Cost $32.11 Unrealized +171.7%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.0%
Value ($000) $25,972 Shares 425,000 Est. Cost $58.26 Unrealized -6.2%
SLAB SILICON LABORATORIES INC 1.0%
Value ($000) $25,793 Shares 195,000 Est. Cost $133.94 Unrealized -18.4%
BN BROOKFIELD CORP 1.0%
Value ($000) $25,585 Shares 637,720 Est. Cost $21.96 Unrealized +1.9%
AOS SMITH A O CORP 1.0%
Value ($000) $25,155 Shares 305,133 Est. Cost $51.02 Unrealized +39.2%
WSO WATSCO INC 0.9%
Value ($000) $23,994 Shares 56,000 Est. Cost $283.63 Unrealized +36.6%
BAM BROOKFIELD ASSET MANAGMT LTD 0.9%
Value ($000) $22,561 Shares 561,628 Est. Cost $28.66 Unrealized +9.7%
THO THOR INDS INC 0.7%
Value ($000) $18,341 Shares 155,100 Est. Cost $80.12 Unrealized +19.0%
FANG DIAMONDBACK ENERGY INC 0.7%
Value ($000) $17,540 Shares 113,100 Est. Cost $144.29 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.7%
Value ($000) $17,095 Shares 79,500 Est. Cost $13.61 Unrealized +189.5%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $16,851 Shares 323,800 Est. Cost $27.12 Unrealized +88.8%
JOE ST JOE CO 0.6%
Value ($000) $16,152 Shares 268,400 Est. Cost $46.18 Unrealized +13.9%
HIFS HINGHAM INSTN SVGS MASS 0.6%
Value ($000) $15,763 Shares 81,087 Est. Cost $234.98 Unrealized -29.0%
MIR MIRION TECHNOLOGIES INC 0.6%
Value ($000) $15,273 Shares 1,490,000 Est. Cost $8.05 Unrealized +4.9%
CDW CDW CORP 0.6%
Value ($000) $15,060 Shares 66,250 Est. Cost $174.85 Unrealized +17.9%
BKNG BOOKING HLDGS INC 0.6%
Value ($000) $14,189 Shares 4,000 Est. Cost $1909.04 Unrealized +60.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.6%
Value ($000) $14,102 Shares 109,800 Est. Cost $110.42 Unrealized +0.0%
COP CONOCOPHILLIPS 0.5%
Value ($000) $13,812 Shares 119,000 Est. Cost $98.82 Unrealized +11.0%
SITM SITIME CORP 0.5%
Value ($000) $13,434 Shares 110,045 Est. Cost $104.90 Unrealized +7.9%
DGX QUEST DIAGNOSTICS INC 0.5%
Value ($000) $13,246 Shares 96,066 Est. Cost $92.63 Unrealized +36.3%
YETI YETI HLDGS INC 0.5%
Value ($000) $12,129 Shares 234,250 Est. Cost $49.52 Unrealized -10.5%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $11,793 Shares 80,000 Est. Cost $99.86 Unrealized +18.0%
OXY OCCIDENTAL PETE CORP 0.4%
Value ($000) $11,430 Shares 191,430 Est. Cost $58.76 Unrealized -0.2%
PBT PERMIAN BASIN RTY TR 0.4%
Value ($000) $11,254 Shares 803,849 Est. Cost $20.97 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.4%
Value ($000) $11,225 Shares 227,500 Est. Cost $42.47 Unrealized +4.7%
WINA WINMARK CORP 0.4%
Value ($000) $11,107 Shares 26,600 Est. Cost $223.97 Unrealized +87.8%
SNX TD SYNNEX CORPORATION 0.4%
Value ($000) $11,030 Shares 102,500 Est. Cost $95.53 Unrealized -0.4%
AWI ARMSTRONG WORLD INDS INC NEW 0.4%
Value ($000) $10,815 Shares 110,000 Est. Cost $70.77 Unrealized +14.8%
ALC ALCON INC 0.4%
Value ($000) $10,740 Shares 137,483 Est. Cost $56.31 Unrealized +30.3%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $10,483 Shares 104,850 Est. Cost $71.18 Unrealized +37.1%
FNV FRANCO NEVADA CORP 0.4%
Value ($000) $10,383 Shares 93,700 Est. Cost $130.18 Unrealized -8.3%
HAE HAEMONETICS CORP 0.4%
Value ($000) $10,176 Shares 119,000 Est. Cost $72.23 Unrealized +19.7%
ALLE ALLEGION PLC 0.4%
Value ($000) $9,628 Shares 76,000 Est. Cost $102.12 Unrealized +2.0%
DBRG DIGITALBRIDGE GROUP INC 0.3%
Value ($000) $8,267 Shares 471,341 Est. Cost $17.49 Unrealized -6.5%
GFL GFL ENVIRONMENTAL INC 0.3%
Value ($000) $8,061 Shares 233,596 Est. Cost $30.99 Unrealized -2.1%
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $7,605 Shares 85,000 Est. Cost $49.53 Unrealized +62.0%
CME CME GROUP INC 0.3%
Value ($000) $7,392 Shares 35,100 Est. Cost $156.45 Unrealized +24.4%
MKL MARKEL CORP 0.3%
Value ($000) $6,936 Shares 4,885 Est. Cost $930.67 Unrealized +52.4%
UHAL/B U HAUL HOLDING COMPANY 0.3%
Value ($000) $6,847 Shares 97,200 Est. Cost $57.91 Unrealized -6.0%
STNE STONECO LTD 0.2%
Value ($000) $4,827 Shares 267,700 Est. Cost $11.41 Unrealized
BATRK ATLANTA BRAVES HLDGS INC 0.2%
Value ($000) $4,691 Shares 118,512 Est. Cost $36.49 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $4,654 Shares 24,344 Est. Cost $120.11 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $4,535 Shares 18,831 Est. Cost $92.76 Unrealized +132.4%
FG F&G ANNUITIES & LIFE INC 0.2%
Value ($000) $4,434 Shares 96,384 Est. Cost $18.81 Unrealized +88.4%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $4,164 Shares 26,482 Est. Cost $66.16 Unrealized +102.9%
BROOKFIELD REINS LTD 0.1%
Value ($000) $3,481 Shares 86,220 Est. Cost $31.57 Unrealized
OEC ORION ENGINEERED CARBONS S A 0.1%
Value ($000) $3,372 Shares 121,597 Est. Cost $17.14 Unrealized +33.8%
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $3,180 Shares 34,128 Est. Cost $81.05 Unrealized +5.6%
STVN STEVANATO GROUP S P A 0.1%
Value ($000) $3,070 Shares 112,481 Est. Cost $16.99 Unrealized +68.6%
HDB HDFC BANK LTD 0.1%
Value ($000) $3,043 Shares 45,350 Est. Cost $60.31 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $2,834 Shares 34,400 Est. Cost $64.28 Unrealized +11.2%
GSM FERROGLOBE PLC 0.1%
Value ($000) $2,730 Shares 419,431 Est. Cost $5.16 Unrealized 0.0%
SN SHARKNINJA INC 0.1%
Value ($000) $2,543 Shares 49,700 Est. Cost $36.57 Unrealized +25.1%
TE CONNECTIVITY LTD 0.1%
Value ($000) $2,536 Shares 18,050 Est. Cost $91.54 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $2,210 Shares 21,250 Est. Cost $24.50 Unrealized
FWRG FIRST WATCH RESTAURANT GROUP 0.1%
Value ($000) $2,037 Shares 101,359 Est. Cost $15.65 Unrealized +15.1%
HESS CORP 0.1%
Value ($000) $2,033 Shares 14,100 Est. Cost $134.83 Unrealized
IMXI INTERNATIONAL MNY EXPRESS IN 0.1%
Value ($000) $2,019 Shares 91,400 Est. Cost $21.30 Unrealized -9.9%
SAPIENS INTL CORP N V 0.1%
Value ($000) $1,709 Shares 59,052 Est. Cost $28.98 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $1,661 Shares 24,800 Est. Cost $47.62 Unrealized +17.6%
GPRE GREEN PLAINS INC 0.1%
Value ($000) $1,641 Shares 65,087 Est. Cost $31.45 Unrealized -15.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,539 Shares 4,315 Est. Cost $123.76 Unrealized +183.6%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $1,459 Shares 32,200 Est. Cost $25.99 Unrealized +63.2%
INMD INMODE LTD 0.1%
Value ($000) $1,454 Shares 65,400 Est. Cost $34.68 Unrealized -35.3%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,348 Shares 17,500 Est. Cost $82.76 Unrealized
LUCK BOWLERO CORP 0.0%
Value ($000) $1,270 Shares 89,700 Est. Cost $9.83 Unrealized +6.2%
MSFT MICROSOFT CORP 0.0%
Value ($000) $1,260 Shares 3,350 Est. Cost $176.66 Unrealized +98.3%
KARO KAROOOOO LTD 0.0%
Value ($000) $1,256 Shares 51,685 Est. Cost $26.91 Unrealized -15.7%
FSV FIRSTSERVICE CORP NEW 0.0%
Value ($000) $1,216 Shares 7,500 Est. Cost $95.28 Unrealized +56.5%
AAPL APPLE INC 0.0%
Value ($000) $1,194 Shares 6,200 Est. Cost $92.69 Unrealized +97.2%
MSGS MADISON SQUARE GARDEN CO NEW 0.0%
Value ($000) $1,164 Shares 6,400 Est. Cost $160.25 Unrealized +8.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $1,085 Shares 2 Est. Cost $165023.42 Unrealized +223.5%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $1,005 Shares 8,000 Est. Cost $46.07 Unrealized +135.5%
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $923 Shares 56,500 Est. Cost $12.49 Unrealized +19.8%
ROST ROSS STORES INC 0.0%
Value ($000) $789 Shares 5,700 Est. Cost $49.69 Unrealized +145.1%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $639 Shares 35,300 Est. Cost $20.92 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $623 Shares 8,000 Est. Cost $34.02 Unrealized +87.7%
SYK STRYKER CORP 0.0%
Value ($000) $611 Shares 2,042 Est. Cost $57.64 Unrealized +376.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $553 Shares 9,000 Est. Cost $95.72 Unrealized -40.3%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $551 Shares 1,124 Est. Cost $421.81 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $522 Shares 12,711 Est. Cost $49.96 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $481 Shares 1,900 Est. Cost $202.84 Unrealized +19.5%
PHM PULTE GROUP INC 0.0%
Value ($000) $480 Shares 4,650 Est. Cost $28.36 Unrealized +194.8%
INFL LISTED FD TR 0.0%
Value ($000) $441 Shares 14,000 Est. Cost $30.56 Unrealized
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $439 Shares 14,150 Est. Cost $25.70 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $407 Shares 1,000 Est. Cost $206.98 Unrealized +78.5%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $401 Shares 2,400 Est. Cost $79.22 Unrealized +67.8%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $386 Shares 2,463 Est. Cost $108.01 Unrealized +32.9%
V VISA INC 0.0%
Value ($000) $383 Shares 1,470 Est. Cost $133.68 Unrealized +81.5%
KR KROGER CO 0.0%
Value ($000) $366 Shares 8,000 Est. Cost $22.69 Unrealized +86.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $351 Shares 400 Est. Cost $514.90 Unrealized +59.1%
EQIX EQUINIX INC 0.0%
Value ($000) $326 Shares 405 Est. Cost $619.96 Unrealized +18.3%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $321 Shares 1,359 Est. Cost $58.52 Unrealized +242.0%
GGG GRACO INC 0.0%
Value ($000) $297 Shares 3,424 Est. Cost $33.56 Unrealized +127.6%
GDXJ VANECK VECTORS ETF TR 0.0%
Value ($000) $265 Shares 7,000 Est. Cost $29.43 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $255 Shares 925 Est. Cost $181.88 Unrealized +30.9%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $236 Shares 4,125 Est. Cost $37.21 Unrealized +46.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $224 Shares 1,879 Est. Cost $25.09 Unrealized +342.8%
DE DEERE & CO 0.0%
Value ($000) $220 Shares 550 Est. Cost $388.70 Unrealized -6.1%
MMM 3M CO 0.0%
Value ($000) $219 Shares 2,000 Est. Cost $75.54 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $207 Shares 798 Est. Cost $234.24 Unrealized 0.0%
PRPL PURPLE INNOVATION INC 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $14.05 Unrealized -92.7%