Position in TSEM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$28,670,400
-$16,954,400 QoQ
Shares Held
110,000
-57.7% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#73
of 449 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSEM 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. TSEM ranks #6 (4.9% 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
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|
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 TSEM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,670,400 | 110,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $45,624,800 | 260,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $30,529,200 | 260,000 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $18,798,000 | 260,000 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||