Vulcan Value Partners Sold Skyworks Solutions (SWKS) for More Discounted Opportunities

2 hours ago 1

Soumya Eswaran

Fri, January 23, 2026 astatine 8:09 AM CST 4 min read

Investment absorption company Vulcan Value Partners recently released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. All the strategies of Vulcan Value Partners delivered affirmative results successful the year. The Large Cap Composite (Net) returned -1.5% successful Q4 and 7.9% YTD, the Small Cap Composite (Net) gained 3.2% successful Q4 and 9.5% YTD, The Focus Composite (Net) retuned 0.1% successful Q4 and 7.1% YTD, Focus Plus Composite (Net) returned 0.1% successful Q4 and 6.2% YTD and the All-Cap Composite (Net) returned 1.3% successful Q4 and 10.7% YTD. Despite overvalued markets, the steadfast improved its price-to-value ratios portion inactive achieving affirmative returns, prioritizing information and semipermanent gains implicit short-term performance. This concern echoes the precocious 1990s dot-com bubble, wherever hype and precocious valuations led to a crash, and today’s AI disruptions look to reflector that pattern, with investors risking overpaying for promising businesses. The steadfast is addressing specified situations by sticking to its concern discipline. For much accusation connected the firm’s champion picks successful 2025, delight cheque its apical 5 holdings. In addition, delight cheque the firm’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Vulcan Value Partners highlighted stocks similar Skyworks Solutions, Inc. (NASDAQ:SWKS). Vulcan Value Partners exited its holdings successful Skyworks Solutions, Inc. (NASDAQ:SWKS) from its Large Cap and All Cap Strategies during the quarter. Headquartered successful Irvine, California, Skyworks Solutions, Inc. (NASDAQ:SWKS) designs, develops, and manufactures semiconductor products. Skyworks Solutions, Inc. (NASDAQ:SWKS) shares traded betwixt $47.93 and $93.33 implicit the past 52 weeks. On January 22, 2026, Skyworks Solutions, Inc. (NASDAQ:SWKS) banal closed astatine $59.67 per share. One-month instrumentality of Skyworks Solutions, Inc. (NASDAQ:SWKS) was -7.07%, and its shares mislaid 19.41% of their worth implicit the past 3 months. Skyworks Solutions, Inc. (NASDAQ:SWKS) has a marketplace capitalization of $8.946 billion.

Vulcan Value Partners stated the pursuing regarding Skyworks Solutions, Inc. (NASDAQ:SWKS) successful its 4th fourth 2025 capitalist letter:

"Skyworks Solutions, Inc. (NASDAQ:SWKS) is simply a starring decorator and shaper of semiconductors utilized successful vigor frequence (RF) solutions for wireless communications. The company’s products transmit and person a wide array of antithetic signals, including cellular, Bluetooth, Wi-Fi, and GPS. While smartphones relationship for astir two-thirds of revenue, Skyworks besides generates gross from Wi-Fi, automotive, aerospace & defense, and different IoT applications. There are lone a fewer companies successful the satellite susceptible of designing and manufacturing high-performance RF chips. Growth successful the manufacture is driven by some an expanding fig of wireless devices, arsenic good arsenic higher RF contented per device. Higher RF spending is driven by request for higher information throughput, little latency, and smaller size chips. During the quarter, we sold Skyworks to instrumentality vantage of much discounted opportunities, but we proceed to similar the concern and travel it closely. In fact, aft we sold Skyworks, the Company made a bid for Qorvo, which we proceed to hold. Both businesses are precise akin and we proceed to clasp Qorvo due to the fact that it is much discounted than Skyworks. If the acquisition is consummated, we volition go Skyworks shareholders erstwhile again. Qorvo remains discounted connected a stand-alone basis, and it is adjacent much discounted connected a combined basis."