SEC 13F Intelligence

Schwartz Investment Counsel Inc / DUT

Schwartz Investment Counsel Inc’s Moodys Corp Position

Does Schwartz Investment Counsel Inc own Moodys Corp (DUT)? Yes — 153.0K shares worth $67M (+2.37% of its 13F portfolio) as of Q1 2026, up from 118.2K shares the prior filed quarter.

Position Value
$67M
Q1 2026
Shares
153.0K
% of Portfolio
+2.37%
Quarters Held
30
currently held

Position History DUT

Reported value by quarter
Q4 ’18: $37MQ4 ’18Q1 ’19: $48MQ2 ’19: $52MQ3 ’19: $46MQ4 ’19: $39MQ4 ’19Q1 ’20: $35MQ2 ’20: $45MQ3 ’20: $48MQ4 ’20: $48MQ4 ’20Q1 ’21: $49MQ2 ’21: $60MQ3 ’21: $59MQ4 ’21: $65MQ4 ’21Q1 ’22: $59MQ2 ’22: $34MQ3 ’22: $31MQ4 ’22: $35MQ4 ’22Q1 ’23: $40MQ2 ’23: $45MQ3 ’23: $41MQ4 ’23: $50MQ4 ’23Q1 ’24: $51MQ2 ’24: $54MQ3 ’24: $56MQ4 ’24: $56MQ4 ’24Q1 ’25: $55MQ2 ’25: $59MQ3 ’25: $56MQ4 ’25: $60MQ4 ’25Q1 ’26: $67Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026153.0K$67M+2.37%
Q4 2025118.2K$60M+2.11%
Q3 2025118.2K$56M+1.89%
Q2 2025118.2K$59M+1.95%
Q1 2025118.2K$55M+1.89%
Q4 2024118.2K$56M+2.02%
Q3 2024118.2K$56M+2.00%
Q2 2024129.2K$54M+2.01%
Q1 2024129.2K$51M+1.85%
Q4 2023129.2K$50M+1.97%
Q3 2023129.2K$41M+1.75%
Q2 2023129.7K$45M+1.90%
Q1 2023130.8K$40M+1.75%
Q4 2022126.7K$35M+1.60%
Q3 2022126.7K$31M+1.58%
Q2 2022126.8K$34M+1.68%
Q1 2022174.6K$59M+2.48%
Q4 2021165.6K$65M+2.51%
Q3 2021165.6K$59M+2.42%
Q2 2021165.6K$60M+2.42%
Q1 2021165.6K$49M+2.15%
Q4 2020165.6K$48M+2.18%
Q3 2020165.5K$48M+2.42%
Q2 2020165.5K$45M+2.47%
Q1 2020163.2K$35M+2.29%
Q4 2019164.2K$39M+1.85%
Q3 2019225.2K$46M+2.35%
Q2 2019265.5K$52M+2.66%
Q1 2019265.5K$48M+2.57%
Q4 2018265.5K$37M+2.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schwartz Investment Counsel Inc’s full portfolio or all institutional holders of DUT.