Position in TSEM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$45,624,800
+$15,095,600 QoQ
Shares Held
260,000
0.0% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026SCHWARTZ INVESTMENT COUNSEL INC holds $397,376,886 across 7 Semiconductors names. TSEM ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
550,000 | $95,920,000 | |
| 2 | TXN |
Texas Instruments Inc
|
488,900 | $94,915,046 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
144,350 | $48,783,082 | |
| 4 | TSEM |
Tower Semiconductor Ltd
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|
260,000 | $45,624,800 | |
| 5 | INTC |
Intel Corp
|
958,200 | $42,285,366 | |
| 6 | RMBS |
Rambus Inc
|
420,337 | $36,161,592 | |
| 7 | SIMO |
Silicon Motion Technology CORP
|
300,000 | $33,687,000 |
All Filings in TSEM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||