Richard Pzena - Pzena Investment Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2026
≡ MMI - Marcus & Millichap Inc. Add 227.64% 1,398,441 0.12
≡ TFX - Teleflex Add 84.24% 319,660 0.12
≡ ACN - Accenture Add 83.96% 1,097,961 0.71
≡ HDB - HDFC Bank Ltd. Add 81.23% 681,053 0.05
≡ FITB - Fifth Third Bancorp Add 74.43% 697,995 0.11
≡ SNY - Sanofi Aventis Add 62.46% 7,339 0.00
≡ PBR.A - Petroleo Brasil Sp Pref ADR Add 57.70% 72,071 0.00
≡ AMWD - American Woodmark Corp. Add 42.89% 493,348 0.06
≡ LKQ - LKQ Corp. Add 42.23% 1,850,727 0.18
≡ GSK - GSK plc Add 40.01% 5,379 0.00
≡ TAK - Takeda Pharmaceutical Co. Ltd Add 37.49% 7,733 0.00
≡ EQNR - Equinor ASA Add 37.09% 10,961 0.00
≡ RHI - Robert Half International Add 35.77% 1,571,883 0.13
≡ HUM - Humana Inc. Add 34.35% 1,398,774 0.79
≡ ABM - ABM Industries Add 30.00% 351,407 0.04
≡ SWKS - Skyworks Solutions Inc. Add 27.57% 3,481,658 0.61
≡ ADBE - Adobe Inc. Add 20.67% 173 0.00
≡ ING - ING Group NV Add 17.02% 11,736 0.00
≡ CTSH - Cognizant Technology Solutions Add 14.94% 2,633,683 0.53
≡ CRBG - Corebridge Financial Inc. Add 14.44% 3,413,384 0.27
≡ SMFG - Sumitomo Mitsui Spons ADR Add 14.31% 4,075 0.00
≡ COLB - Columbia Banking System Inc. Add 12.68% 228,825 0.02
≡ PHG - Koninklijke Philips Electronics NV Add 12.64% 4,674 0.00
≡ TSN - Tyson Foods Add 12.05% 1,845,200 0.38
≡ BABA - Alibaba Group Holdings Add 11.79% 2,998 0.00
≡ ASB - Associated Banc-Corp Add 10.19% 177,829 0.01
≡ VALE - Vale SA Add 9.26% 15,987 0.00
≡ AAP - Advance Auto Parts Add 8.24% 327,596 0.06
≡ ONB - Old National Bancorp Add 6.97% 175,594 0.01
≡ TTE - TotalEnergies SE Add 6.96% 1,440 0.00
≡ WGO - Winnebago Industries Inc. Add 6.93% 64,332 0.01
≡ ABEV - Ambev S.A. Add 6.69% 295,709 0.00
≡ DOX - Amdocs Ltd. Add 5.35% 644,074 0.14
≡ PPG - PPG Industries Add 5.35% 379,879 0.13
≡ GL - Globe Life Inc. Add 5.14% 50,199 0.02
≡ HSBC - HSBC Holdings plc Add 4.56% 1,044 0.00
≡ EQH - Equitable Holdings Inc. Add 3.21% 138,999 0.02
≡ AIG - American International Group Add 2.14% 9,418 0.00
≡ FMS - Fresenius Medical Care AG & Co KCaG Add 2.03% 299,986 0.02
≡ CBRE - CBRE Group Add 1.97% 5,831 0.00
≡ HUN - Huntsman Corp. Add 1.95% 111,181 0.00
≡ GPN - Global Payments Inc. Add 1.80% 205,880 0.05
≡ ELV - Elevance Health Inc. Add 1.78% 3,854 0.00
≡ ARCO - Arcos Dorados Holdings Inc. Add 1.69% 178,602 0.00
≡ LDOS - Leidos Holdings Add 1.50% 3,666 0.00
≡ CI - Cigna Group Add 1.33% 7,615 0.01
≡ VOYA - Voya Financial Inc. Add 1.29% 46,906 0.01
≡ SOLV - Solventum Corp Add 1.06% 4,608 0.00
≡ STZ - Constellation Brands Add 1.00% 5,904 0.00
≡ KEY - KeyCorp Add 0.87% 14,336 0.00
≡ MS - Morgan Stanley Add 0.87% 4,126 0.00
≡ MBC - Masterbrand Inc Add 0.74% 28,093 0.00
≡ KFY - Korn Ferry Add 0.70% 5,573 0.00
≡ SCSC - ScanSource Inc. Add 0.64% 5,783 0.00
≡ CNXC - Concentrix Corp. Add 0.55% 16,016 0.00
≡ UVV - Universal Corp. Add 0.55% 1,810 0.00
≡ KOP - Koppers Holdings Inc. Add 0.43% 5,124 0.00
≡ OEC - Orion SA Add 0.38% 17,311 0.00
≡ WAB - WABTEC Corp. Add 0.37% 1,343 0.00
≡ CNO - CNO Financial Group Inc. Add 0.33% 8,053 0.00
≡ REZI - Resideo Technologies Inc. Add 0.32% 4,405 0.00
≡ TBI - TrueBlue Inc. Add 0.25% 7,021 0.00
≡ WSFS - WSFS Financial Corp. Add 0.20% 1,772 0.00
≡ HVT - Haverty Furniture Add 0.12% 1,689 0.00
≡ VREX - Varex Imaging Corp. Add 0.07% 2,916 0.00
≡ KT - KT Corp. Buy 7,175,547 0.50
≡ CDW - CDW Corp. Buy 1,115,535 0.44
≡ GLOB - Globant S.A. Buy 2,968,828 0.44
≡ MICC - Magnum Ice Cream Co NV Buy 7,036,187 0.29
≡ MLKN - MillerKnoll Inc. Buy 1,995,737 0.09
≡ ADSK - Autodesk Inc. Buy 1,018 0.00
≡ INTU - Intuit Inc. Buy 560 0.00
≡ MSFT - Microsoft Corp. Buy 762 0.00
≡ TMUS - T-Mobile US Inc. Buy 975 0.00
Q4  2025
≡ DIS - Walt Disney Co. Add 3446.34% 87,675 0.03
≡ MYE - Myers Indus Add 813.50% 1,159,746 0.06
≡ ST - Sensata Technologies Holding Add 380.41% 2,778,918 0.28
≡ PPG - PPG Industries Add 306.19% 5,351,103 1.64
≡ ACN - Accenture Add 286.98% 969,792 0.78
≡ DOX - Amdocs Ltd. Add 82.57% 5,443,766 1.31
≡ EQNR - Equinor ASA Add 78.75% 13,021 0.00
≡ SNY - Sanofi Aventis Add 76.25% 5,083 0.00
≡ KSPI - Jsc Kaspi.kz ADR Add 56.21% 973,586 0.23
≡ GSK - GSK plc Add 54.23% 4,727 0.00
≡ RHI - Robert Half International Add 38.20% 1,214,883 0.10
≡ CNXC - Concentrix Corp. Add 32.30% 714,604 0.09
≡ UHS - Universal Health Services Inc. Add 31.46% 505,575 0.33
≡ LKQ - LKQ Corp. Add 31.21% 1,042,441 0.10
≡ PHG - Koninklijke Philips Electronics NV Add 25.86% 7,596 0.00
≡ MET - MetLife Inc. Add 22.86% 2,211,315 0.52
≡ HIG - Hartford Financial Svc.Gp. Add 22.59% 392 0.00
≡ BAX - Baxter International Inc. Add 22.06% 12,659,211 0.72
≡ BMY - Bristol-Myers Squibb Add 20.41% 3,041,899 0.49
≡ ING - ING Group NV Add 19.34% 11,174 0.00
≡ HSBC - HSBC Holdings plc Add 18.39% 3,558 0.00
≡ OLN - Olin Corp. Add 17.50% 671,250 0.04
≡ SMFG - Sumitomo Mitsui Spons ADR Add 15.34% 3,786 0.00
≡ NOK - Nokia Corp. Add 14.46% 11,612,590 0.22
≡ TSN - Tyson Foods Add 10.71% 1,480,987 0.26
≡ CI - Cigna Group Add 7.74% 40,992 0.03