Here’s Why Skyworks Solutions (SWKS) Offers Compelling Long-Term Value Potential
Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 13,770,090 | $1,177,067,294 | -14% | 3.45% |
| 2. | Antipodes Partners Jacob Mitchell | 1,105,981 | $94,539,256 | +295% | 1.74% |
| 3. | Bayforest Capital Theodoros Tsagaris | 857 | $73,256 | -77% | 0.11% |
| 4. | Leucadia National Ian Cumming And Joseph Steinberg | 0 | $0 | 0% | |
| 5. | Laurion Capital Management Benjamin A. Smith | 0 | $0 | 0% |
| 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. | 5,945,642 | $508,271,304 | 0.09% | |
| 2. | 4,467,632 | $383,905,252 | 0.02% | |
| 3. | 1,254,314 | $107,218,769 | 0.02% | |
| 4. | 1,001,337 | $85,594,287 | 1.24% | |
| 5. | 851,929 | $72,945,745 | 0.06% |