Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
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 16,108,138 2.80 Add 27.57% 0.61 $51.93–85.18 · VW $71.65i $862,590,790 SEC
2025   Q4 12,626,480 2.40 Add 2.89% 0.07 $54.02–70.31 · VW $61.30i $800,645,096 SEC
2025   Q3 12,272,162 3.05 Add 0.53% 0.02 $60.06–90.90 · VW $72.30i $944,711,031 SEC
2025   Q2 12,207,643 2.96 Add 57.26% 1.08 $65.70–79.21 · VW $73.28i $909,713,556 SEC
2025   Q1 7,762,896 1.75 Add 37.88% 0.48 $47.93–74.07 · VW $63.68i $501,715,969 SEC
2024   Q4 5,630,049 1.70 Add 37.53% 0.46 $62.01–95.46 · VW $74.71i $499,272,745 SEC
2024   Q3 4,093,760 1.30 Add 0.08% <0.01 $82.13–108.50 · VW $92.74i $404,340,675 SEC
2024   Q2 4,090,292 1.53 Add 19.28% 0.25 $89.58–120.86 · VW $106.68i $435,943,321 SEC
2024   Q1 3,429,148 1.28 Add 27.52% 0.28 $89.09–109.62 · VW $97.12i $371,445,312 SEC
2023   Q4 2,689,100 1.14 Buy 1.14 $95.84–115.12 · VW $105.29i $302,308,622 SEC
2023   Q1 0 0.00 Sell 100.00% <0.01 $92.07–118.42 · VW $104.67i SEC
2022   Q4 2,980 <0.01 Reduce 10.83% <0.01 $86.18–123.69 · VW $107.15i $271,567 SEC
2022   Q3 3,342 <0.01 Add 4.14% <0.01 $76.16–104.19 · VW $91.99i $285,000 SEC
2022   Q2 3,209 <0.01 $92.55 $297,000 SEC
2022   Q1 3,209 <0.01 Buy <0.01 $97.59–141.26 · VW $115.91i $428,000 SEC
Price snapshot:
Current price$58.24
Avg. buy price$78.99
+/- since buy-26.27%
52-week low$51.48
52-week high$88.05