
SCHWARTZ INVESTMENT COUNSEL INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | RMBS | 230K | $24.00M |
![]() | CDW | 229K | $36.51M |
![]() | MA | 228K | $129.45M |
![]() | SIMO | 220K | $20.86M |
![]() | NU | 218K | $3.48M |
![]() | SBAC | 209K | $40.41M |
![]() | DLO | 207K | $2.96M |
![]() | CB | 200K | $56.46M |
![]() | ENTG | 200K | $18.49M |
![]() | SLAB | 193K | $25.28M |
![]() | ROP | 192K | $95.60M |
![]() | GFL | 187K | $8.88M |
![]() | ALC | 182K | $13.60M |
![]() | SNX | 170K | $27.76M |
![]() | SPGI | 163K | $79.11M |
![]() | TPL | 153K | $143.24M |
![]() | TSM | 144K | $40.32M |
![]() | HAE | 137K | $6.69M |
![]() | LHX | 131K | $40.00M |
![]() | FNV | 127K | $28.24M |

Rambus Inc.
RMBS
Shares Held
230K
Value
$24.00M

CDW Corporation
CDW
Shares Held
229K
Value
$36.51M

Mastercard Incorporated
MA
Shares Held
228K
Value
$129.45M

Silicon Motion Technology Corporation
SIMO
Shares Held
220K
Value
$20.86M

Nu Holdings Ltd.
NU
Shares Held
218K
Value
$3.48M

SBA Communications Corporation
SBAC
Shares Held
209K
Value
$40.41M

DLocal Limited
DLO
Shares Held
207K
Value
$2.96M

Chubb Limited
CB
Shares Held
200K
Value
$56.46M

Entegris, Inc.
ENTG
Shares Held
200K
Value
$18.49M

Silicon Laboratories Inc.
SLAB
Shares Held
193K
Value
$25.28M

Roper Technologies, Inc.
ROP
Shares Held
192K
Value
$95.60M

GFL Environmental Inc.
GFL
Shares Held
187K
Value
$8.88M

Alcon Inc.
ALC
Shares Held
182K
Value
$13.60M

TD SYNNEX Corporation
SNX
Shares Held
170K
Value
$27.76M

S&P Global Inc.
SPGI
Shares Held
163K
Value
$79.11M

Texas Pacific Land Corporation
TPL
Shares Held
153K
Value
$143.24M

Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
144K
Value
$40.32M

Haemonetics Corporation
HAE
Shares Held
137K
Value
$6.69M

L3Harris Technologies, Inc.
LHX
Shares Held
131K
Value
$40.00M

Franco-Nevada Corporation
FNV
Shares Held
127K
Value
$28.24M
