SCHWARTZ INVESTMENT COUNSEL INC: 13F holdings
CIK 9091512026Q2
| Positions | 138 |
|---|---|
| Reported value | $3.0bn |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TPL TEXAS PACIFIC LAND CORPORATI | 413,457 | $180.9m | 6.0% |
| TXN TEXAS INSTRS INC | 468,900 | $139.8m | 4.6% |
| NVDA NVIDIA CORPORATION | 696,604 | $139.4m | 4.6% |
| HEI.A HEICO CORP NEW | 443,590 | $114.4m | 3.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 235,882 | $112.7m | 3.7% |
| MA MASTERCARD INCORPORATED | 183,474 | $94.2m | 3.1% |
| VRSN VERISIGN INC | 367,300 | $92.4m | 3.1% |
| SIMO SILICON MOTION TECHNOLOGY CO | 270,000 | $90.0m | 3.0% |
| SPGI S&P GLOBAL INC | 210,550 | $85.7m | 2.8% |
| APG API GROUP CORP | 1,836,893 | $77.8m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="909151")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.