HOTCHKIS & WILEY’s ERIC Holdings & Trades

First Buy
Q2 2014
Duration Held
46 Quarters
Largest Add
Q4 2016
+42.3 M Shares
Current Position
96.38 M Shares
$797.05 M Value

HOTCHKIS & WILEY's ERIC Position Overview

HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 96.38 M shares of Telefonaktiebolaget LM Ericsson (publ) (ERIC) worth $797.05 M, representing 2.46% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 46 quarters.

Based on 13F filings since 2013, HOTCHKIS & WILEY has maintained a long-term strategic position in ERIC, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2016, adding 42.3 M shares. Largest reduction occurred in Q3 2024, reducing 35.86 M shares.

Analysis based on 13F filings available since 2013 Q2

HOTCHKIS & WILEY's Telefonaktiebolaget LM Ericsson (publ) (ERIC) Holding Value Over Time

Track share changes against reported price movement

Quarterly Telefonaktiebolaget LM Ericsson (publ) (ERIC) Trades by HOTCHKIS & WILEY

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2014 +14.03 M New Buy 14.03 M $12.08
Q3 2014 +2.76 M Add 19.65% 16.78 M $12.59
Q4 2014 +8.43 M Add 50.23% 25.21 M $12.10
Q1 2015 +94,354 Add 0.37% 25.31 M $12.55
Q2 2015 +3.22 M Add 12.71% 28.52 M $10.44
Q3 2015 +448,319 Add 1.57% 28.97 M $9.78
Q4 2015 -178,300 Reduce 0.62% 28.79 M $9.61
Q1 2016 -376,551 Reduce 1.31% 28.42 M $10.03
Q2 2016 +12.56 M Add 44.21% 40.98 M $7.68
Q3 2016 +21.44 M Add 52.32% 62.42 M $7.21
Q4 2016 +42.3 M Add 67.77% 104.72 M $5.83
Q1 2017 -4.95 M Reduce 4.72% 99.78 M $6.64
Q2 2017 -8.11 M Reduce 8.13% 91.67 M $7.17
Q3 2017 +22.57 M Add 24.63% 114.24 M $5.75
Q4 2017 -1.98 M Reduce 1.74% 112.26 M $6.68
Q1 2018 -6.12 M Reduce 5.45% 106.14 M $6.40
Q2 2018 -30.4 M Reduce 28.64% 75.74 M $7.67
Q3 2018 -14.64 M Reduce 19.33% 61.1 M $8.80
Q4 2018 -34.41 M Reduce 56.32% 26.69 M $8.87
Q1 2019 -1.01 M Reduce 3.79% 25.68 M $9.18
Q2 2019 +31,820 Add 0.12% 25.71 M $9.50
Q3 2019 +2.97 M Add 11.57% 28.68 M $7.98
Q4 2019 +2.16 M Add 7.52% 30.84 M $8.78
Q1 2020 -2.07 M Reduce 6.70% 28.77 M $8.09
Q2 2020 +260,654 Add 0.91% 29.03 M $9.30
Q3 2020 +87,100 Add 0.30% 29.12 M $10.89
Q4 2020 +723,700 Add 2.49% 29.84 M $11.95
Q1 2021 -1.82 M Reduce 6.11% 28.02 M $13.19
Q2 2021 -3.25 M Reduce 11.62% 24.77 M $12.58
Q3 2021 -533,400 Reduce 2.15% 24.23 M $11.20
Q4 2021 +3.44 M Add 14.21% 27.68 M $10.87
Q1 2022 +15.01 M Add 54.24% 42.69 M $9.14
Q2 2022 -3.6 M Reduce 8.44% 39.08 M $7.40
Q3 2022 +2.66 M Add 6.81% 41.75 M $5.74
Q4 2022 +8.76 M Add 20.97% 50.5 M $5.84
Q1 2023 +27.12 M Add 53.71% 77.62 M $5.85
Q2 2023 +26.99 M Add 34.77% 104.62 M $5.45
Q3 2023 +37.32 M Add 35.67% 141.93 M $4.86
Q4 2023 +4.35 M Add 3.07% 146.29 M $6.30
Q1 2024 +5.28 M Add 3.61% 151.56 M $5.51
Q2 2024 +741,415 Add 0.49% 152.31 M $6.17
Q3 2024 -35.86 M Reduce 23.54% 116.45 M $7.58
Q4 2024 -6.28 M Reduce 5.39% 110.17 M $8.06
Q1 2025 -2 M Reduce 1.81% 108.17 M $7.76
Q2 2025 -11.14 M Reduce 10.30% 97.03 M $8.48
Q3 2025 -651,156 Reduce 0.67% 96.38 M $8.27

HOTCHKIS & WILEY's Telefonaktiebolaget LM Ericsson (publ) Investment FAQs

HOTCHKIS & WILEY first purchased Telefonaktiebolaget LM Ericsson (publ) (ERIC) in Q2 2014, acquiring 14,026,203 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY has held Telefonaktiebolaget LM Ericsson (publ) (ERIC) for 46 quarters since Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY's largest addition to Telefonaktiebolaget LM Ericsson (publ) (ERIC) was in Q4 2016, adding 104,722,783 shares worth $610.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 96,378,011 shares of Telefonaktiebolaget LM Ericsson (publ) (ERIC), valued at approximately $797.05 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Telefonaktiebolaget LM Ericsson (publ) (ERIC) represents approximately 2.46% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY's peak holding in Telefonaktiebolaget LM Ericsson (publ) (ERIC) was 152,305,560 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.