Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Skyworks Solutions, Inc. (SWKS)
← All SWKS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 707,480 0.12 Add 24.42% 0.02 $51.93–85.18 · VW $71.65i $37,885,554 SEC
2025   Q4 568,630 0.13 Reduce 5.31% 0.01 $54.02–70.31 · VW $61.30i $36,056,828 SEC
2025   Q3 600,530 0.20 Add 25.80% 0.04 $60.06–90.90 · VW $72.30i $46,228,799 SEC
2025   Q2 477,385 0.21 Add 4.31% <0.01 $65.70–79.21 · VW $73.28i $35,574,730 SEC
2025   Q1 457,663 0.25 Add 87.17% 0.12 $47.93–74.07 · VW $63.68i $29,578,760 SEC
2024   Q4 244,522 0.21 Add 24.39% 0.04 $62.01–95.46 · VW $74.71i $21,684,211 SEC
2024   Q3 196,569 0.20 Add 35.63% 0.05 $82.13–108.50 · VW $92.74i $19,415,120 SEC
2024   Q2 144,925 0.20 Reduce 25.48% 0.08 $89.58–120.86 · VW $106.68i $15,446,107 SEC
2024   Q1 194,485 0.32 Add 70.51% 0.13 $89.09–109.62 · VW $97.12i $21,066,615 SEC
2023   Q4 114,063 0.24 Reduce 43.79% 0.18 $95.84–115.12 · VW $105.29i $12,822,962 SEC
2023   Q3 202,912 0.41 Add 70.66% 0.17 $85.06–110.06 · VW $97.35i $20,005,094 SEC
2023   Q2 118,900 0.29 Add 34.99% 0.07 $101.53–115.69 · VW $108.65i $13,161,041 SEC
2023   Q1 88,083 0.25 Add 116.72% 0.14 $92.07–118.42 · VW $104.67i $10,392,032 SEC
2022   Q4 40,644 0.10 Reduce 6.54% <0.01 $86.18–123.69 · VW $107.15i $3,703,888 SEC
2022   Q3 43,489 0.11 Reduce 30.32% 0.06 $76.16–104.19 · VW $91.99i $3,708,000 SEC
2022   Q2 62,416 0.19 Add 129.31% 0.10 $88.76–114.63 · VW $100.65i $5,782,000 SEC
2022   Q1 27,219 0.11 Add 186.24% 0.07 $97.59–141.26 · VW $115.91i $3,628,000 SEC
2021   Q4 9,509 0.05 Reduce 68.61% 0.14 $128.42–164.47 · VW $143.69i $1,475,000 SEC
2021   Q3 30,292 0.20 Reduce 9.56% 0.03 $150.45–185.43 · VW $162.51i $4,992,000 SEC
2021   Q2 33,493 0.27 Add 6.81% 0.02 $167.15–197.62 · VW $182.74i $6,422,000 SEC
2021   Q1 31,357 0.26 Reduce 35.43% 0.09 $159.54–204.00 · VW $177.85i $5,753,000 SEC
2020   Q4 48,563 0.25 Reduce 31.67% 0.11 $137.94–195.82 · VW $170.53i $7,424,000 SEC
2020   Q3 71,069 0.33 Add 9.54% 0.03 $130.72–158.61 · VW $143.50i $10,341,000 SEC
2020   Q2 64,881 0.25 Reduce 40.92% 0.11 $116.81–149.49 · VW $137.05i $8,296,000 SEC
2020   Q1 109,811 0.27 Add 269.46% 0.20 $67.90–121.38 · VW $102.61i $9,815,000 SEC
2019   Q4 29,722 0.07 Add 157.82% 0.04 $91.80–128.48 · VW $106.82i $3,593,000 SEC
2019   Q3 11,528 0.02 Reduce 94.42% 0.24 $73.63–102.87 · VW $91.60i $914,000 SEC
2019   Q2 206,554 0.26 Reduce 19.19% 0.06 $66.29–88.77 · VW $76.78i $15,960,000 SEC
2019   Q1 255,606 0.31 Add 1607.80% 0.29 $66.35–94.39 · VW $75.79i $21,082,000 SEC
2018   Q4 14,967 0.02 Buy 0.02 $60.12–87.48 · VW $76.42i $1,003,000 SEC
2018   Q3 0 0.00 Sell 100.00% 0.25 $68.58–93.62 · VW $78.32i SEC
2018   Q2 178,404 0.25 Add 43.12% 0.08 $89.10–104.20 · VW $94.87i $17,243,000 SEC
2018   Q1 124,655 0.18 Reduce 68.46% 0.38 $86.13–115.98 · VW $100.24i $12,498,000 SEC
2017   Q4 395,211 0.55 Add 38.22% 0.15 $93.05–112.28 · VW $104.86i $37,525,000 SEC
2017   Q3 285,927 0.43 Reduce 18.84% 0.09 $98.70–117.65 · VW $107.03i $29,136,000 SEC
2017   Q2 352,294 0.48 Reduce 5.93% 0.03 $94.35–112.11 · VW $103.94i $33,803,000 SEC
2017   Q1 374,497 0.47 Add 10.04% 0.04 $93.43–107.25 · VW $102.37i $36,693,000 SEC
2016   Q4 340,324 0.33 Add 116.02% 0.18 $71.65–97.51 · VW $87.99i $25,409,000 SEC
2016   Q3 157,541 0.16 Reduce 54.73% 0.15 $65.76–82.28 · VW $74.96i $11,995,000 SEC
2016   Q2 348,005 0.27 Add 81.67% 0.12 $57.11–75.79 · VW $69.25i $22,022,000 SEC
2016   Q1 191,554 0.17 Add 498.72% 0.14 $60.43–78.46 · VW $68.55i $14,922,000 SEC
2015   Q4 31,994 0.03 Reduce 80.74% 0.12 $54.50–88.52 · VW $69.82i $2,458,000 SEC
2015   Q3 166,140 0.14 Reduce 5.02% <0.01 $73.65–92.63 · VW $83.10i $13,991,000 SEC
2015   Q2 174,918 0.16 Reduce 3.03% <0.01 $70.80–112.88 · VW $90.34i $18,209,000 SEC
2015   Q1 180,387 0.14 Reduce 17.06% 0.02 $87.65–110.39 · VW $102.47i $17,730,000 SEC
2014   Q4 217,483 0.14 Reduce 59.49% 0.19 $64.03–89.69 · VW $80.49i $15,813,000 SEC
2014   Q3 536,855 0.33 Add 74.16% 0.14 $44.06–68.00 · VW $59.84i $31,164,000 SEC
2014   Q2 308,255 0.19 Reduce 8.29% 0.02 $42.90–56.94 · VW $52.17i $14,476,000 SEC
2014   Q1 336,121 0.20 Reduce 37.67% 0.15 $34.30–44.17 · VW $40.59i $12,611,000 SEC
2013   Q4 539,249 0.39 Add 2348.68% 0.37 $26.43–35.98 · VW $32.62i $15,401,000 SEC
2013   Q3 22,022 0.02 Reduce 65.61% 0.04 $23.27–26.78 · VW $25.55i $547,000 SEC
2013   Q2 64,031 0.06 Buy 0.06 $20.62–26.10 · VW $24.03i $1,402,000 SEC
2012   Q4 0 0.00 Sell 100.00% 0.06 $19.25–25.10 · VW $21.88i SEC
2012   Q3 33,851 0.06 Reduce 33.28% 0.04 $19.21–31.44 · VW $24.43i $798,000 SEC
2012   Q2 50,734 0.11 Reduce 3.87% <0.01 $24.68–30.54 · VW $28.56i $1,386,000 SEC
2012   Q1 52,777 0.14 Reduce 44.41% 0.09 $23.11–29.01 · VW $26.33i $1,459,000 SEC
2011   Q4 94,938 0.20 Add 839.42% 0.18 $13.72–27.36 · VW $22.68i $1,540,000 SEC
2011   Q3 10,106 0.03 Buy 0.03 $14.08–23.47 · VW $17.95i $182,000 SEC
Price snapshot:
Current price$58.24
Avg. buy price$76.91
+/- since buy-24.28%
52-week low$51.48
52-week high$88.05