Richard Pzena's SWKS Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 12.3M shares of Skyworks Solutions, Inc. (SWKS) worth $944.71 M, representing 3.05% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in SWKS, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 4.4M shares. Largest reduction occurred in Q4 2022, reducing 362 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Skyworks Solutions (SWKS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Skyworks Solutions (SWKS) Trades by Richard Pzena
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2022 | +3,209 | New Buy | 3,209 | $133.37 |
| Q3 2022 | +133 | Add 4.14% | 3,342 | $85.28 |
| Q4 2022 | -362 | Reduce 10.83% | 2,980 | $91.13 |
| Q1 2023 | -2,980 | Sold Out | 2,980 | $0.00 |
| Q4 2023 | +2.69 M | New Buy | 2.69 M | $112.42 |
| Q1 2024 | +740,048 | Add 27.52% | 3.43 M | $108.32 |
| Q2 2024 | +661,144 | Add 19.28% | 4.09 M | $106.58 |
| Q3 2024 | +3,468 | Add 0.08% | 4.09 M | $98.77 |
| Q4 2024 | +1.54 M | Add 37.53% | 5.63 M | $88.68 |
| Q1 2025 | +2.13 M | Add 37.88% | 7.76 M | $64.63 |
| Q2 2025 | +4.44 M | Add 57.26% | 12.21 M | $74.52 |
| Q3 2025 | +64,519 | Add 0.53% | 12.27 M | $76.98 |
Richard Pzena's Skyworks Solutions Investment FAQs
Richard Pzena first purchased Skyworks Solutions, Inc. (SWKS) in Q1 2022, acquiring 3,209 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Skyworks Solutions, Inc. (SWKS) for 15 quarters since Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena's largest addition to Skyworks Solutions, Inc. (SWKS) was in Q2 2025, adding 12,207,643 shares worth $909.71 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 12,272,162 shares of Skyworks Solutions, Inc. (SWKS), valued at approximately $944.71 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Skyworks Solutions, Inc. (SWKS) represents approximately 3.05% of Richard Pzena'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.
Richard Pzena's peak holding in Skyworks Solutions, Inc. (SWKS) was 12,272,162 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.