Richard Pzena's SWKS Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 16.11 M shares of Skyworks Solutions, Inc. (SWKS) worth $862.59 M, representing 2.80% 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 4.44 M shares. Largest reduction occurred in Q1 2023, reducing 2,980 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +3.48 M | Add 27.57% | 16.11 M | $53.55 |
| Q4 2025 | +354,318 | Add 2.89% | 12.63 M | $63.41 |
| Q3 2025 | +64,519 | Add 0.53% | 12.27 M | $76.98 |
| Q2 2025 | +4.44 M | Add 57.26% | 12.21 M | $74.52 |
| Q1 2025 | +2.13 M | Add 37.88% | 7.76 M | $64.63 |
| Q4 2024 | +1.54 M | Add 37.53% | 5.63 M | $88.68 |
| Q3 2024 | +3,468 | Add 0.08% | 4.09 M | $98.77 |
| Q2 2024 | +661,144 | Add 19.28% | 4.09 M | $106.58 |
| Q1 2024 | +740,048 | Add 27.52% | 3.43 M | $108.32 |
| Q4 2023 | +2.69 M | New Buy | 2.69 M | $112.42 |
| Q1 2023 | -2,980 | Sold Out | 0 | $0.00 |
| Q4 2022 | -362 | Reduce 10.83% | 2,980 | $91.13 |
| Q3 2022 | +133 | Add 4.14% | 3,342 | $85.28 |
| Q1 2022 | +3,209 | New Buy | 3,209 | $133.37 |
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.
Richard Pzena's largest addition to Skyworks Solutions, Inc. (SWKS) was in Q2 2025, adding 12,207,643 shares worth $909.71 M.
According to the latest 13F filing for Q1 2026, Richard Pzena's firm, Pzena Investment Management LLC, owns 16,108,138 shares of Skyworks Solutions, Inc. (SWKS), valued at approximately $862.59 M.
As of the Q1 2026 filing, Skyworks Solutions, Inc. (SWKS) represents approximately 2.80% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in Skyworks Solutions, Inc. (SWKS) was 16,108,138 shares, as reported at the end of Q1 2026.