Position in RMBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,274,000
-$22,887,592 QoQ
Shares Held
100,000
-76.2% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#99
of 614 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RMBS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SCHWARTZ INVESTMENT COUNSEL INC holds $580,974,397 across 8 Semiconductors names. RMBS ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
468,900 | $139,765,023 | |
| 2 | NVDA |
Nvidia Corp
|
696,604 | $139,383,494 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
235,882 | $112,650,166 | |
| 4 | SIMO |
Silicon Motion Technology CORP
|
270,000 | $89,999,100 | |
| 5 | INTC |
Intel Corp
|
408,122 | $56,986,074 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
110,000 | $28,670,400 | |
| 7 | RMBS |
Rambus Inc
This page
|
100,000 | $13,274,000 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,332 | $246,140 |
All Filings in RMBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,274,000 | 100,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $36,161,592 | 420,337 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $16,571,166 | 180,337 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $24,001,115 | 230,337 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $24,349,174 | 380,337 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $19,693,849 | 380,337 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||