RP
Richard Pzena (Pzena Investment Management) disclosed reduced in SKYWORKS SOLUTIONS INC
Richard Pzena (Pzena Investment Management) filed a 13F change in SKYWORKS SOLUTIONS INC (83088M102) on 2026-02-06, covering period end 2025-12-31.
Action
Reduced
Capital
$800,645,096 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
166 changes from Richard Pzena (Pzena Investment Management), filed 2026-02-06 for period end 2025-12-31.
$33.4B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
693506107 PPG INDS INC | Increased | $543.6M | $727.3M | 1.63% |
G02602103 AMDOCS LTD | Increased | $428.1M | $969.1M | 1.28% |
110122108 BRISTOL-MYERS SQUIBB CO | Increased | $295.8M | $967.9M | 0.89% |
192446102 COGNIZANT TECHNOLOGY SOLUTIO | Increased | $275.3M | $1.5B | 0.82% |
G1151C101 ACCENTURE PLC IRELAND | Increased | $267.5M | $350.9M | 0.80% |
G5960L103 MEDTRONIC PLC | Reduced | -$255.4M | $309.2M | 0.76% |
G87052109 TE CONNECTIVITY PLC | Reduced | -$230.1M | $184.7M | 0.69% |
559222401 MAGNA INTL INC | Increased | $213.5M | $2.1B | 0.64% |
256677105 DOLLAR GEN CORP NEW | Increased | $210.7M | $1.4B | 0.63% |
654902204 NOKIA CORP | Increased | $208.5M | $594.9M | 0.62% |
902494103 TYSON FOODS INC | Increased | $146.6M | $897.5M | 0.44% |
83088M102 SKYWORKS SOLUTIONS INC | Reduced | -$144.1M | $800.6M | 0.43% |
14040H105 CAPITAL ONE FINL CORP | Increased | $142.9M | $1.2B | 0.43% |
59156R108 METLIFE INC | Increased | $141.4M | $938.1M | 0.42% |
H42097107 UBS GROUP AG | Increased | $133.4M | $1.1B | 0.40% |
913903100 UNIVERSAL HLTH SVCS INC | Increased | $132.0M | $460.6M | 0.40% |
693656100 PVH CORPORATION | Reduced | -$108.8M | $415.2M | 0.33% |
521865204 LEAR CORP | Increased | $101.4M | $855.8M | 0.30% |
62955J103 NOV INC | Increased | $97.4M | $659.0M | 0.29% |
G8060N102 SENSATA TECHNOLOGIES HLDG PL | Increased | $94.5M | $116.8M | 0.28% |
00751Y106 ADVANCE AUTO PARTS INC | Reduced | -$89.1M | $156.2M | 0.27% |
38141G104 GOLDMAN SACHS GROUP INC | Reduced | -$87.6M | $10.7M | 0.26% |
16119P108 CHARTER COMMUNICATIONS INC N | Reduced | -$86.7M | $24.8M | 0.26% |
21036P108 CONSTELLATION BRANDS INC | New | $81.4M | $81.4M | 0.24% |
55345K103 MRC GLOBAL INC | Sold out | -$74.2M | $0 | 0.22% |
949746101 WELLS FARGO CO NEW | Increased | $73.8M | $930.2M | 0.22% |
48581R205 KASPI KZ JSC | Increased | $69.9M | $211.4M | 0.21% |
499049104 KNIGHT-SWIFT TRANSN HLDGS IN | New | $66.2M | $66.2M | 0.20% |
651229106 NEWELL BRANDS INC | Reduced | -$63.6M | $186.1M | 0.19% |
67011P100 DNOW INC | New | $55.1M | $55.1M | 0.17% |
02079K305 ALPHABET INC | New | $53.6M | $53.6M | 0.16% |
G98196101 WNS HLDGS LTD | Sold out | -$50.3M | $0 | 0.15% |
76118Y104 RESIDEO TECHNOLOGIES INC | Reduced | -$47.0M | $48.2M | 0.14% |
126650100 CVS HEALTH CORP | Increased | $42.0M | $1.2B | 0.13% |
617446448 MORGAN STANLEY | Reduced | -$41.0M | $83.8M | 0.12% |
358029106 FRESENIUS MEDICAL CARE AG | Reduced | -$38.7M | $351.4M | 0.12% |
974637100 WINNEBAGO INDS INC | New | $37.6M | $37.6M | 0.11% |
53807103 AVNET INC | Reduced | -$35.1M | $338.4M | 0.11% |
172967424 CITIGROUP INC | Reduced | -$33.3M | $1.2B | 0.10% |
247361702 DELTA AIR LINES INC DEL | Reduced | -$33.1M | $207.0M | 0.10% |
71813109 BAXTER INTL INC | Increased | $31.9M | $1.3B | 0.10% |
896215209 TRIMAS CORP | Reduced | -$31.2M | $19.1M | 0.09% |
501889208 LKQ CORP | Increased | $30.3M | $132.3M | 0.09% |
G2519Y108 CREDICORP LTD | Increased | $26.4M | $306.8M | 0.08% |
37940X102 GLOBAL PMTS INC | Reduced | -$23.2M | $883.1M | 0.07% |
260557103 DOW INC | Increased | $23.0M | $645.9M | 0.07% |
608190104 MOHAWK INDS INC | Reduced | -$22.3M | $129.7M | 0.07% |
628464109 MYERS INDS INC | Increased | $22.0M | $24.4M | 0.07% |
60505104 BANK AMERICA CORP | Increased | $20.9M | $356.4M | 0.06% |
252784301 DIAMONDROCK HOSPITALITY CO | Reduced | -$20.7M | $47.6M | 0.06% |
20602D101 CONCENTRIX CORP | Increased | $19.6M | $121.7M | 0.06% |
406216101 HALLIBURTON CO | Increased | $19.2M | $150.7M | 0.06% |
G0084W101 ADIENT PLC | Reduced | -$18.4M | $70.5M | 0.05% |
95082P105 WESCO INTL INC | Reduced | -$17.3M | $27.8M | 0.05% |
30506109 AMERICAN WOODMARK CORPORATIO | Reduced | -$15.0M | $62.0M | 0.04% |
31620R303 FIDELITY NATIONAL FINANCIAL | Sold out | -$13.5M | $0 | 0.04% |
84790A105 SPECTRUM BRANDS HLDGS INC NE | Increased | $12.7M | $141.9M | 0.04% |
57638P104 MASTERBRAND INC | Reduced | -$12.5M | $41.8M | 0.04% |
2.9452E+105 EQUITABLE HLDGS INC | Reduced | -$12.1M | $206.1M | 0.04% |
L72967109 ORION S.A. | Reduced | -$11.4M | $24.2M | 0.03% |
770323103 ROBERT HALF INC. | Increased | $11.3M | $119.4M | 0.03% |
302491303 FMC CORP | Reduced | -$11.3M | $7.9M | 0.03% |
90328M107 USANA HEALTH SCIENCES INC | Reduced | -$11.1M | $22.3M | 0.03% |
254687106 DISNEY WALT CO | Increased | $10.0M | $10.3M | 0.03% |
371532102 GENESCO INC | Reduced | -$9.4M | $30.8M | 0.03% |
372460105 GENUINE PARTS CO | Reduced | -$9.2M | $74.6M | 0.03% |
447011107 HUNTSMAN CORP | Increased | $8.6M | $57.1M | 0.03% |
858155203 STEELCASE INC | Sold out | -$6.7M | $0 | 0.02% |
3.7959E+106 GLOBE LIFE INC | Reduced | -$6.2M | $136.5M | 0.02% |
806037107 SCANSOURCE INC | Reduced | -$6.2M | $35.4M | 0.02% |
717081103 PFIZER INC | Reduced | -$6.0M | $162.5M | 0.02% |
56117J100 MALIBU BOATS INC | Reduced | -$5.9M | $48.6M | 0.02% |
92214X106 VAREX IMAGING CORP | Reduced | -$5.9M | $46.5M | 0.02% |
36752103 ELEVANCE HEALTH INC FORMERLY | Increased | $5.8M | $75.8M | 0.02% |
947890109 WEBSTER FINL CORP | Increased | $5.8M | $104.0M | 0.02% |
444859102 HUMANA INC | Reduced | -$5.8M | $1.0B | 0.02% |
806407102 HENRY SCHEIN INC | Increased | $5.6M | $67.1M | 0.02% |
G4388N106 HELEN OF TROY LTD | Reduced | -$5.3M | $20.1M | 0.02% |
30231G102 EXXON MOBIL CORP | Increased | $4.9M | $79.5M | 0.01% |
478160104 JOHNSON & JOHNSON | Increased | $4.9M | $50.9M | 0.01% |
98980A105 ZTO EXPRESS CAYMAN INC | Increased | $4.8M | $158.4M | 0.01% |
89785X101 TRUEBLUE INC | Reduced | -$4.7M | $13.0M | 0.01% |
929740108 WABTEC | Increased | $4.5M | $78.2M | 0.01% |
500643200 KORN FERRY | Reduced | -$4.5M | $52.3M | 0.01% |
125523100 THE CIGNA GROUP | Increased | $4.4M | $157.1M | 0.01% |
957100 ABM INDS INC | Reduced | -$4.2M | $49.6M | 0.01% |
1.2621E+107 CNO FINL GROUP INC | Increased | $4.1M | $104.6M | 0.01% |
40412C101 HCA HEALTHCARE INC | Increased | $4.0M | $47.1M | 0.01% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$3.9M | $8.0M | 0.01% |
01609W102 ALIBABA GROUP HLDG LTD | Reduced | -$3.7M | $3.7M | 0.01% |
56752108 BAIDU INC | Reduced | -$3.7M | $7.4M | 0.01% |
200340107 COMERICA INC | Increased | $3.6M | $32.5M | 0.01% |
18581108 BREAD FINANCIAL HOLDINGS INC | Increased | $3.6M | $47.4M | 0.01% |
G3922B107 GENPACT LIMITED | Increased | $3.6M | $34.2M | 0.01% |
553530106 MSC INDL DIRECT INC | Reduced | -$3.6M | $37.4M | 0.01% |
H00501108 AEBI SCHMIDT HLDG AG | Reduced | -$3.3M | $53.8M | 0.01% |
46625H100 JPMORGAN CHASE & CO. | Increased | $3.1M | $110.3M | 0.01% |
493267108 KEYCORP | Increased | $3.1M | $33.9M | 0.01% |
26874784 AMERICAN INTL GROUP INC | Increased | $3.0M | $37.7M | 0.01% |
8.7612E+110 TARGET CORP | Increased | $3.0M | $36.6M | 0.01% |
56418H100 MANPOWERGROUP INC WIS | Reduced | -$2.9M | $10.4M | 0.01% |
83444M101 SOLVENTUM CORP | Increased | $2.8M | $34.5M | 0.01% |
21871X109 COREBRIDGE FINL INC | Reduced | -$2.7M | $713.0M | 0.01% |
929089100 VOYA FINANCIAL INC | Reduced | -$2.6M | $270.1M | 0.01% |
42226K105 HEALTHCARE RLTY TR | Reduced | -$2.4M | $37.7M | 0.01% |
50060P106 KOPPERS HOLDINGS INC | Reduced | -$2.4M | $32.6M | 0.01% |
42735100 ARROW ELECTRS INC | Reduced | -$2.3M | $23.3M | 0.01% |
688239201 OSHKOSH CORP | Reduced | -$2.2M | $64.5M | 0.01% |
12541W209 C H ROBINSON WORLDWIDE INC | Sold out | -$2.2M | $0 | 0.01% |
525327102 LEIDOS HOLDINGS INC | Reduced | -$2.2M | $44.1M | 0.01% |
204409601 CIA ENERGETICA DE MINAS GERA | Reduced | -$2.1M | $2.2M | 0.01% |
680665205 OLIN CORP | Reduced | -$2.0M | $93.9M | 0.01% |
17275R102 CISCO SYS INC | Increased | $1.9M | $107.6M | 0.01% |
45487105 ASSOCIATED BANC CORP | Reduced | -$1.8M | $45.0M | 0.01% |
316773100 FIFTH THIRD BANCORP | Increased | $1.8M | $43.9M | 0.01% |
566324109 MARCUS & MILLICHAP INC | Reduced | -$1.8M | $16.8M | 0.01% |
929328102 WSFS FINL CORP | Reduced | -$1.6M | $48.4M | 0.00% |
680033107 OLD NATL BANCORP IND | Reduced | -$1.6M | $56.2M | 0.00% |
78467J100 SS&C TECHNOLOGIES HLDGS INC | Reduced | -$1.6M | $901.6M | 0.00% |
913456109 UNIVERSAL CORP VA | Reduced | -$1.6M | $17.3M | 0.00% |
465562106 ITAU UNIBANCO HLDG S A | Reduced | -$1.4M | $1.6M | 0.00% |
7591EP100 REGIONS FINANCIAL CORP NEW | Increased | $1.3M | $49.9M | 0.00% |
71654V101 PETROLEO BRASILEIRO SA PETRO | Reduced | -$1.3M | $1.4M | 0.00% |
48241A105 KB FINL GROUP INC | Reduced | -$1.3M | $1.6M | 0.00% |
29415F104 ENVISTA HOLDINGS CORPORATION | Increased | $1.3M | $50.5M | 0.00% |
915271100 UNIVEST FINANCIAL CORPORATIO | Increased | $1.3M | $28.0M | 0.00% |
40415F101 HDFC BANK LTD | Increased | $1.3M | $30.6M | 0.00% |
369550108 GENERAL DYNAMICS CORP | Reduced | -$1.3M | $98.8M | 0.00% |
439038100 HOOKER FURNISHINGS CORPORATI | Increased | $1.2M | $15.6M | 0.00% |
F92124100 TOTALENERGIES SE | New | $1.2M | $1.2M | 0.00% |
879369106 TELEFLEX INCORPORATED | Reduced | -$1.1M | $46.3M | 0.00% |
12504L109 CBRE GROUP INC | Increased | $1.0M | $47.6M | 0.00% |
824596100 SHINHAN FINANCIAL GROUP CO L | Increased | $908,561 | $48.9M | 0.00% |
9.1912E+109 VALE S A | Reduced | -$853,970 | $2.3M | 0.00% |
02319V103 AMBEV SA | Increased | $853,608 | $10.9M | 0.00% |
197236102 COLUMBIA BKG SYS INC | Increased | $848,666 | $50.4M | 0.00% |
404280406 HSBC HLDGS PLC | Increased | $428,660 | $1.8M | 0.00% |
456837103 ING GROEP N.V. | Increased | $423,815 | $1.9M | 0.00% |
G0457F107 ARCOS DORADOS HOLDINGS INC | Increased | $394,985 | $77.5M | 0.00% |
874060205 TAKEDA PHARMACEUTICAL CO LTD | New | $321,575 | $321,575 | 0.00% |
256163106 DOCUSIGN INC | New | $308,484 | $308,484 | 0.00% |
436440101 HOLOGIC INC | New | $306,079 | $306,079 | 0.00% |
38222105 APPLIED MATLS INC | Sold out | -$301,582 | $0 | 0.00% |
29446M102 EQUINOR ASA | Increased | $295,283 | $698,387 | 0.00% |
172062101 CINCINNATI FINL CORP | New | $292,669 | $292,669 | 0.00% |
37733W204 GSK PLC | Increased | $283,055 | $659,292 | 0.00% |
39483102 ARCHER DANIELS MIDLAND CO | New | $278,367 | $278,367 | 0.00% |
128030202 CAL MAINE FOODS INC | Sold out | -$269,126 | $0 | 0.00% |
780259305 SHELL PLC | Reduced | -$261,827 | $240.8M | 0.00% |
80105N105 SANOFI SA | Increased | $254,718 | $569,342 | 0.00% |
24703L202 DELL TECHNOLOGIES INC | Sold out | -$238,882 | $0 | 0.00% |
872657101 TPG INC | New | $216,162 | $216,162 | 0.00% |
235825205 DANA INC | Sold out | -$202,284 | $0 | 0.00% |
500472303 KONINKLIJKE PHILIPS N V | Increased | $200,431 | $1.0M | 0.00% |
03938L203 ARCELORMITTAL SA LUXEMBOURG | Increased | $181,584 | $1.6M | 0.00% |
86562M209 SUMITOMO MITSUI FINL GROUP I | Increased | $137,120 | $550,381 | 0.00% |
419596101 HAVERTY FURNITURE COS INC | Reduced | -$107,382 | $34.1M | 0.00% |
6.738E+207 BARCLAYS PLC | Reduced | -$100,550 | $1.1M | 0.00% |
25960R105 DOUGLAS DYNAMICS INC | Increased | $73,344 | $69.4M | 0.00% |
58933Y105 MERCK & CO INC | Increased | $70,901 | $349,884 | 0.00% |
416515104 HARTFORD INSURANCE GROUP INC | Increased | $61,669 | $293,101 | 0.00% |
172755100 CIRRUS LOGIC INC | Reduced | -$15,087 | $263,307 | 0.00% |
40637H109 HALOZYME THERAPEUTICS INC | Reduced | -$13,298 | $287,909 | 0.00% |
00724F101 ADOBE INC | Increased | $10,036 | $292,942 | 0.00% |
369604301 GE AEROSPACE | Increased | $5,306 | $226,710 | 0.00% |
458140100 INTEL CORP | Reduced | -$1,664 | $277,304 | 0.00% |