SCHWARTZ INVESTMENT COUNSEL INC
Position in SIMO — Silicon Motion Technology CORP
CIK 909151
PLYMOUTH, MI
Position in SIMO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$89,999,100
+$56,312,100 QoQ
Shares Held
270,000
-10.0% QoQ
Ownership
0.796%
of shares outstanding
% of Portfolio
3.14%
of 13F equity value
Holder Rank
#25
of 383 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SIMO 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. SIMO ranks #4 (15.5% 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
This page
|
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
|
100,000 | $13,274,000 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,332 | $246,140 |
All Filings in SIMO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,999,100 | 270,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $33,687,000 | 300,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,394,000 | 220,000 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $20,858,200 | 220,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $16,537,400 | 220,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,606,400 | 190,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $10,269,500 | 190,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $11,540,600 | 190,000 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $12,148,500 | 150,000 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $11,541,000 | 150,000 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||