Pzena Focused Value Strategy Increased Skyworks Solutions (SWKS) on a Dip
Pzena Investment Management recently released its first-quarter 2026 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 16,108,138 | $862,590,790 | +28% | 2.8% |
| 2. | Two Sigma Advisors John Overdeck And David Siegel | 3,473,003 | $185,979,311 | +95% | 0.15% |
| 3. | AQR Capital Management Cliff Asness | 1,749,673 | $93,310,059 | +143% | 0.04% |
| 4. | Quantinno Capital Hoon Kim | 949,031 | $50,820,623 | +27% | 0.08% |
| 5. | Citadel Investment Group Ken Griffin | 734,629 | $39,339,383 | +145% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $66.13 | 10,000 | $661,300.00 | 10,000 | 2025-02-25 | Filing | |
| $90.00 | 11,142 | $1,002,780.00 | 104,153 | 2024-05-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $62.33 | 4,445 | $277,056.85 | 19,824 | 2025-11-19 | Filing | |
| $61.85 | 500 | $30,925.00 | 24,269 | 2025-11-19 | Filing | |
| $62.31 | 6,656 | $414,735.36 | 26,087 | 2025-11-19 | Filing | |
| $61.81 | 676 | $41,783.56 | 32,743 | 2025-11-19 | Filing | |
| $86.82 | 1,915 | $166,260.30 | 14,045 | 2024-11-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 21,440,852 | $1,148,157,628 | 0.02% | |
| 2. | 10,113,481 | $541,576,908 | 0.02% | |
| 3. | 9,776,475 | $523,530,236 | 0.01% | |
| 4. | 8,438,458 | $451,879,426 | 0.02% | |
| 5. | 6,295,434 | $337,120,490 | 0.05% |