SCHWARTZ INVESTMENT COUNSEL INC

Est. AUM

$2.82B

13F long equity, this entity only

Positions

129

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TEXAS PACIFIC LAND CORPORATI	COM	$195.0M	410926	6.93%	SOLE
2	NVIDIA CORPORATION	COM	$95.9M	550000	3.41%	SOLE
3	TEXAS INSTRS INC	COM	$94.9M	488900	3.37%	SOLE
4	HEICO CORP NEW	CL A	$93.6M	443590	3.33%	SOLE
5	MASTERCARD INCORPORATED	CL A	$91.7M	183474	3.26%	SOLE
6	S&P GLOBAL INC	COM	$75.5M	177550	2.68%	SOLE
7	ROPER TECHNOLOGIES INC	COM	$75.1M	212200	2.67%	SOLE
8	API GROUP CORP	COM STK	$74.7M	1844652	2.66%	SOLE
9	MOODYS CORP	COM	$66.7M	153000	2.37%	SOLE
10	LOWES COS INC	COM	$63.5M	268550	2.25%	SOLE
11	OREILLY AUTOMOTIVE INC	COM	$61.4M	665000	2.18%	SOLE
12	VERISIGN INC	COM	$60.7M	244300	2.16%	SOLE
13	ACCENTURE PLC IRELAND	SHS CLASS A	$59.5M	300080	2.11%	SOLE
14	CHEVRON CORPORATION	COM	$52.2M	252067	1.85%	SOLE
15	BROADRIDGE FINL SOLUTIONS IN	COM	$51.3M	315490	1.82%	SOLE
16	APTARGROUP INC	COM	$48.8M	387160	1.73%	SOLE
17	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$48.8M	144350	1.73%	SOLE
18	DIAMONDBACK ENERGY INC	COM	$46.8M	236700	1.66%	SOLE
19	TOWER SEMICONDUCTOR LTD	SHS NEW	$45.6M	260000	1.62%	SOLE
20	EXPAND ENERGY CORPORATION	COM	$45.1M	410720	1.60%	SOLE
21	COCA-COLA EUROPACIFIC PARTNE	SHS	$43.5M	480000	1.55%	SOLE
22	WATERBRIDGE INFRASTRUCTURE L	CL A SHS REPSTG	$42.9M	1603029	1.53%	SOLE
23	INTEL CORP	COM	$42.3M	958200	1.50%	SOLE
24	FASTENAL CO	COM	$41.8M	901600	1.49%	SOLE
25	L3HARRIS TECHNOLOGIES INC	COM	$41.6M	120575	1.48%	SOLE
26	LANDBRIDGE COMPANY LLC	CL A	$40.9M	592891	1.45%	SOLE
27	TRUIST FINL CORP	COM	$38.7M	842695	1.38%	SOLE
28	TJX COS INC NEW	COM	$38.7M	242450	1.38%	SOLE
29	ZOETIS INC	CL A	$38.2M	323500	1.36%	SOLE
30	GENUINE PARTS CO	COM	$37.9M	358750	1.35%	SOLE
31	LOCKHEED MARTIN CORP	COM	$37.5M	62000	1.33%	SOLE
32	XPEL INC	COM	$36.5M	824839	1.30%	SOLE
33	BROWN & BROWN INC	COM	$36.2M	555400	1.29%	SOLE
34	RAMBUS INC DEL	COM	$36.2M	420337	1.28%	SOLE
35	WHEATON PRECIOUS METALS CORP	COM	$34.7M	265000	1.23%	SOLE
36	SMITH A O CORP	COM	$34.1M	517733	1.21%	SOLE
37	SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	$33.7M	300000	1.20%	SOLE
38	ALCON AG	ORD SHS	$30.5M	404983	1.08%	SOLE
39	FRANCO NEV CORP	COM	$30.3M	122700	1.08%	SOLE
40	CARLISLE COS INC	COM	$30.0M	90000	1.07%	SOLE
41	POOL CORP	COM	$28.6M	141500	1.02%	SOLE
42	FIDELITY NATL FINL INC	COM SHS	$28.5M	615000	1.01%	SOLE
43	ENTEGRIS INC	COM	$23.4M	200000	0.83%	SOLE
44	HINGHAM INSTN SVGS MASS	COM	$23.2M	81087	0.82%	SOLE
45	SHARKNINJA INC	COM SHS	$21.3M	200700	0.76%	SOLE
46	TD SYNNEX CORPORATION	COM	$20.2M	119500	0.72%	SOLE
47	PERMIAN BASIN RTY TR	UNIT BEN INT	$20.1M	933719	0.71%	SOLE
48	DOMINOS PIZZA INC	COM	$19.7M	55000	0.70%	SOLE
49	SHIFT4 PMTS INC	CL A	$19.5M	445691	0.69%	SOLE
50	BROOKFIELD CORP	CL A LTD VT SH	$19.4M	479703	0.69%	SOLE

1–50 of 129

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.