SCHWARTZ INVESTMENT COUNSEL INC

PrivateCIK: 909151
Location

PLYMOUTH, MI

📋 What this filing means

SCHWARTZ INVESTMENT COUNSEL INC filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $3.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

138
Positions
$3.01B
Total AUM (reported)
28.28M
Total Shares

Allocation by class

TOTAL AUM$3.01B138 positions
COM$2.03B67.4%
CL A$295.29M9.8%
SPONSORED ADS$118.07M3.9%
SPONSORED ADR$93.64M3.1%
COM STK$89.41M3.0%
COM SHS$83.26M2.8%
CL A SHS REPSTG$57.63M1.9%

Portfolio Concentration

Top 315.3%4–1022.1%11–2527.2%Rest35.4%TOP 1037.4%0%100%
Top 3$460.09M15.3%
4–10$667.23M22.1%
11–25$820.64M27.2%
Rest$1.07B35.4%

Top 3 weight

15.3%

Top 10 weight

37.4%

Voting Authority Distribution

Total shares with voting rights: 28.28M

Sole

Full voting authority

28.28M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole138
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings138
Rows:

TEXAS PACIFIC LAND CORPORATI

SOLE
COM
Shares413.46K
TypeSH
Market value$180.95M
6.00%
Sole
413.46K
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares468.90K
TypeSH
Market value$139.77M
4.64%
Sole
468.90K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares696.60K
TypeSH
Market value$139.38M
4.63%
Sole
696.60K
Shared
0.00
None
0.00

HEICO CORP NEW

SOLE
CL A
Shares443.59K
TypeSH
Market value$114.41M
3.80%
Sole
443.59K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares235.88K
TypeSH
Market value$112.65M
3.74%
Sole
235.88K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares183.47K
TypeSH
Market value$94.23M
3.13%
Sole
183.47K
Shared
0.00
None
0.00

VERISIGN INC

SOLE
COM
Shares367.30K
TypeSH
Market value$92.40M
3.07%
Sole
367.30K
Shared
0.00
None
0.00

SILICON MOTION TECHNOLOGY CO

SOLE
SPONSORED ADR
Shares270K
TypeSH
Market value$90.00M
2.99%
Sole
270K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares210.55K
TypeSH
Market value$85.75M
2.85%
Sole
210.55K
Shared
0.00
None
0.00

API GROUP CORP

SOLE
COM STK
Shares1.84M
TypeSH
Market value$77.79M
2.58%
Sole
1.84M
Shared
0.00
None
0.00

SHARKNINJA INC

SOLE
COM SHS
Shares495.70K
TypeSH
Market value$75.48M
2.50%
Sole
495.70K
Shared
0.00
None
0.00

MOODYS CORP

SOLE
COM
Shares153K
TypeSH
Market value$69.30M
2.30%
Sole
153K
Shared
0.00
None
0.00

ROPER TECHNOLOGIES INC

SOLE
COM
Shares192.10K
TypeSH
Market value$65.00M
2.16%
Sole
192.10K
Shared
0.00
None
0.00

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares665K
TypeSH
Market value$61.24M
2.03%
Sole
665K
Shared
0.00
None
0.00

LOWES COS INC

SOLE
COM
Shares268.55K
TypeSH
Market value$59.21M
1.96%
Sole
268.55K
Shared
0.00
None
0.00

WATERBRIDGE INFRASTRUCTURE L

SOLE
CL A SHS REPSTG
Shares1.68M
TypeSH
Market value$57.63M
1.91%
Sole
1.68M
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares408.12K
TypeSH
Market value$56.99M
1.89%
Sole
408.12K
Shared
0.00
None
0.00

RB GLOBAL INC

SOLE
COM
Shares445K
TypeSH
Market value$51.82M
1.72%
Sole
445K
Shared
0.00
None
0.00

LANDBRIDGE COMPANY LLC

SOLE
CL A
Shares644.72K
TypeSH
Market value$51.09M
1.70%
Sole
644.72K
Shared
0.00
None
0.00

APTARGROUP INC

SOLE
COM
Shares393.11K
TypeSH
Market value$49.22M
1.63%
Sole
393.11K
Shared
0.00
None
0.00

COCA-COLA EUROPACIFIC PARTNE

SOLE
SHS
Shares480K
TypeSH
Market value$48.03M
1.59%
Sole
480K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares273.07K
TypeSH
Market value$45.26M
1.50%
Sole
273.07K
Shared
0.00
None
0.00

EXPAND ENERGY CORPORATION

SOLE
COM
Shares480.72K
TypeSH
Market value$43.84M
1.45%
Sole
480.72K
Shared
0.00
None
0.00

FASTENAL CO

SOLE
COM
Shares901.60K
TypeSH
Market value$43.30M
1.44%
Sole
901.60K
Shared
0.00
None
0.00

BROADRIDGE FINL SOLUTIONS IN

SOLE
COM
Shares315.63K
TypeSH
Market value$43.23M
1.43%
Sole
315.63K
Shared
0.00
None
0.00
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