Vulcan Value Partners is back in Skyworks Solutions Inc (SWKS) in 2026 Q3, after 3 quarters out, according to the 13F-HR filed with the SEC on November 10, 2026. The filing lists 203K shares worth about $17.3M at September 30, 2026, 0.55% of the reported portfolio. SWKS enters the book as the 21st largest of 34 stock positions.
What did the 2026 Q3 filing report for SWKS?
As of September 30, 2026, from the 13F-HR filed November 10, 2026.
| Value | |
|---|---|
| Shares | 203K |
| Reported value | $17.3M |
| Portfolio weight | 0.55% |
| Rank in portfolio | 21st of 34 |
| Sold out in | 2025 Q4 |
| Out for | 3 quarters |
How big is the returning SWKS position?
Vulcan Value Partners opened 2 stock positions in 2026 Q3; SWKS is the largest of them by weight. An average stock position in the Vulcan Value Partners portfolio is 3% of the reported value, so the new name starts below the fund's typical size.
Where does SWKS sit in the Vulcan Value Partners portfolio?
SWKS ranks 21st of 34 stock positions in the Vulcan Value Partners portfolio at 0.55%, below the fund's average stock position of 3%. The largest stock position is MSFT at 14.93%. Next come EG at 11.25% and RYAN at 8.11%. The three largest stocks together are 34.28% of the book. The SWKS purchase was the 13th largest of the quarter's 38 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Vulcan Value Partners reported 34 stock positions, with 2 opened and 4 closed. The total portfolio value is about $3.13B, down 5% from the prior quarter.
When did Vulcan Value Partners hold SWKS before?
Vulcan Value Partners held SWKS before. The fund first reported the name in the quarter ended September 30, 2016, sold out in 2025 Q4 and is back after 3 quarters out. The weight peaked at 8.03% in 2020 Q1. Every reported trade is on the Vulcan Value Partners SWKS trade history page.
FAQ
How many SWKS shares does Vulcan Value Partners hold?
Vulcan Value Partners holds 203K shares of SWKS as of September 30, 2026, worth about $17.3M.
What is SWKS's weight in the Vulcan Value Partners portfolio?
SWKS is 0.55% of the Vulcan Value Partners portfolio and ranks 21st of 34 stocks by weight.
Has Vulcan Value Partners owned SWKS before?
Yes. Vulcan Value Partners held SWKS before. The fund first reported the name in the quarter ended September 30, 2016, sold out in 2025 Q4 and is back after 3 quarters out.