Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SCHWARTZ INVESTMENT COUNSEL INC (CIK 909151) reported $2.82B across 128 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TPL ($195.0M, 6.93%), NVDA ($95.9M, 3.41%), TXN ($94.9M, 3.37%), HEI.A ($93.6M, 3.33%), MA ($91.7M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TPL | TEXAS PACIFIC LAND CORPORATI | $195.0M | 6.93% | 410,926 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $95.9M | 3.41% | 550,000 | Hold |
| 3 | TXN | TEXAS INSTRS INC | $94.9M | 3.37% | 488,900 | Hold |
| 4 | HEI.A | HEICO CORP NEW | $93.6M | 3.33% | 443,590 | Trimmed |
| 5 | MA | MASTERCARD INCORPORATED | $91.7M | 3.26% | 183,474 | Trimmed |
| 6 | SPGI | S&P GLOBAL INC | $75.5M | 2.68% | 177,550 | Added |
| 7 | ROP | ROPER TECHNOLOGIES INC | $75.1M | 2.67% | 212,200 | Added |
| 8 | APG | API GROUP CORP | $74.7M | 2.66% | 1.8M | Trimmed |
| 9 | MCO | MOODYS CORP | $66.7M | 2.37% | 153,000 | Added |
| 10 | LOW | LOWES COS INC | $63.5M | 2.25% | 268,550 | Trimmed |
| 11 | ORLY | OREILLY AUTOMOTIVE INC | $61.4M | 2.18% | 665,000 | Hold |
| 12 | VRSN | VERISIGN INC | $60.7M | 2.16% | 244,300 | Added |
| 13 | ACN | ACCENTURE PLC IRELAND | $59.5M | 2.11% | 300,080 | Added |
| 14 | CVX | CHEVRON CORPORATION | $52.2M | 1.85% | 252,067 | Trimmed |
| 15 | BR | BROADRIDGE FINL SOLUTIONS IN | $51.3M | 1.82% | 315,490 | Added |
| 16 | ATR | APTARGROUP INC | $48.8M | 1.73% | 387,160 | Added |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.8M | 1.73% | 144,350 | Hold |
| 18 | FANG | DIAMONDBACK ENERGY INC | $46.8M | 1.66% | 236,700 | Trimmed |
| 19 | TSEM | TOWER SEMICONDUCTOR LTD | $45.6M | 1.62% | 260,000 | Hold |
| 20 | CHK | EXPAND ENERGY CORPORATION | $45.1M | 1.60% | 410,720 | Added |
| 21 | CCEP | COCA-COLA EUROPACIFIC PARTNE | $43.5M | 1.55% | 480,000 | Trimmed |
| 22 | WATERBRIDGE INFRASTRUCTURE L | $42.9M | 1.53% | 1.6M | Added | |
| 23 | INTC | INTEL CORP | $42.3M | 1.50% | 958,200 | New |
| 24 | FAST | FASTENAL CO | $41.8M | 1.49% | 901,600 | Hold |
| 25 | LHX | L3HARRIS TECHNOLOGIES INC | $41.6M | 1.48% | 120,575 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31