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SCHWARTZ INVESTMENT COUNSEL INC → PBT
SCHWARTZ INVESTMENT COUNSEL INC PBT Position History
Permian Basin Royalty Trust • Energy
Quarters held
5
Latest value
$29.4M
Q3 2026
Peak value
$29.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18M |
| Q4 2025 | $16.4M |
| Q1 2026 | $20.1M |
| Q2 2026 | $23.4M |
| Q3 2026 | $29.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29.4M | 933.7K | — | — |
| Q2 2026 | $23.4M | 933.7K | — | — |
| Q1 2026 | $20.1M | 933.7K | — | — |
| Q4 2025 | $16.4M | 967.2K | — | — |
| Q3 2025 | $18M | 984.7K | — | — |