SCHWARTZ INVESTMENT COUNSEL INC SLAB — SILICON LABORATORIES INC

Ownership history in SCHWARTZ INVESTMENT COUNSEL INC  ·  11 quarters on record

AI Ownership Summary

SCHWARTZ INVESTMENT COUNSEL INC reported SILICON LABORATORIES INC (SLAB) in 11 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.03% in 2024 Q4. The latest visible filing shows SLAB at 0.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCHWARTZ INVESTMENT COUNSEL INC's position in SILICON LABORATORIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SLAB was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SLAB stock page SCHWARTZ INVESTMENT COUNSEL INC fund profile SCHWARTZ INVESTMENT COUNSEL INC full holdings
How SCHWARTZ INVESTMENT COUNSEL INC held SLAB — position size vs. price
% of Fund (quarterly)    SLAB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 192,790 — 0% 0.88% $25.2M 2026-02-04 $203.41
2025 Q3 UNCHANGED — — — 192,790 — 0% 0.85% $25.3M 2025-10-29 $132.33
2025 Q2 UNCHANGED — — — 192,790 — 0% 0.94% $28.4M 2025-07-30 $135.45
2025 Q1 REDUCED 16.2% +30.9% ❌ 192,790 -37,210 -16.2% 0.75% $21.7M 2025-04-24 $103.88
2024 Q4 UNCHANGED — — — 230,000 — 0% 1.03% $28.6M 2025-01-29 $133.15
2024 Q3 ADDED — — — 230,000 +35,000 +17.9% 0.95% $26.6M 2024-10-23 $110.58
2024 Q2 UNCHANGED — — — 195,000 — 0% 0.80% $21.6M 2024-07-24 $115.43
2024 Q1 UNCHANGED — — — 195,000 — 0% 1.02% $28.0M 2024-05-07 $126.12
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SLAB

As of 2026 Q2 — sorted by position size

First Growth Capital LLC 0.16% Linden Thomas Advisory Services, LLC 3Y 0.12% Assenagon Asset Management S.A. 3Y 7Y 0.06% Cohen Klingenstein LLC 3Y 7Y 0.03% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.02% COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3Y 7Y 0.02% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.01% Handelsbanken Fonder AB 3Y 7Y 0.01% Fifth Third Wealth Advisors LLC 3Y 0.01%

FAQ About SCHWARTZ INVESTMENT COUNSEL INC and SLAB

These are the practical questions this page is built to answer before you even open the full history table.

How long has SCHWARTZ INVESTMENT COUNSEL INC reported owning SLAB?

SCHWARTZ INVESTMENT COUNSEL INC reported SLAB across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SLAB position in SCHWARTZ INVESTMENT COUNSEL INC's portfolio?

The largest reported portfolio weight for SLAB was 1.03% in 2024 Q4.

What is the latest reported SLAB position on this page?

The most recent filing on this page is 2025 Q4, when SCHWARTZ INVESTMENT COUNSEL INC reported 192,790 shares, equal to 0.88% of portfolio, with an estimated market value of $25.2M.

What does the chart on this SLAB ownership page compare?

The chart compares SCHWARTZ INVESTMENT COUNSEL INC's quarterly SLAB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SCHWARTZ INVESTMENT COUNSEL INC time their SLAB position?

Based on 13F filing dates vs. subsequent SLAB price moves, SCHWARTZ INVESTMENT COUNSEL INC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on SLAB relative to SPY over the holding period was -3.0%.

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