Richard Pzena - Pzena Investment Management

History Stock Activity ▲ Share change % change to portfolio
Q1  2026
≡ TRS - TriMas Corp. Reduce 98.16% 528,448 0.00
≡ WBS - Webster Financial Corp. Reduce 75.24% 1,243,364 0.27
≡ GD - General Dynamics Reduce 63.38% 185,976 0.21
≡ BCS - Barclays plc ADR Reduce 60.20% 27,057 0.00
≡ DRH - DiamondRock Hospitality Co. Reduce 46.68% 2,481,976 0.08
≡ MT - ArcelorMittal Reduce 46.60% 16,066 0.00
≡ DG - Dollar General Reduce 35.40% 3,779,282 1.46
≡ DOW - Dow Inc. Reduce 31.42% 8,679,285 1.17
≡ NVST - Envista Holdings Corp. Reduce 31.03% 721,663 0.06
≡ NOK - Nokia Corp. Reduce 31.02% 28,516,989 0.75
≡ TSM - Taiwan Semiconductor S.A. Reduce 27.92% 7,356 0.01
≡ DNOW - NOW Inc. Reduce 25.61% 1,065,814 0.04
≡ TEL - TE Connectivity plc Reduce 25.61% 207,913 0.14
≡ PLOW - Douglas Dynamics Reduce 25.09% 533,475 0.07
≡ MRK - Merck & Co. Reduce 24.46% 813 0.00
≡ SHG - Shinhan Financial Group Company Reduce 24.25% 221,137 0.04
≡ HAL - Halliburton Co. Reduce 23.75% 1,266,702 0.16
≡ C - Citigroup Inc. Reduce 22.98% 2,439,770 0.90
≡ HELE - Helen of Troy Ltd. Reduce 19.67% 186,395 0.01
≡ AVT - Avnet Inc. Reduce 19.12% 1,345,568 0.27
≡ JNJ - Johnson & Johnson Reduce 17.07% 41,986 0.03
≡ BAP - Credicorp Ltd. Reduce 14.68% 156,882 0.17
≡ OSK - Oshkosh Corp. Reduce 14.56% 74,765 0.04
≡ BIDU - Baidu Inc. Reduce 13.70% 7,740 0.00
≡ GCO - Genesco Inc. Reduce 13.12% 163,114 0.02
≡ MGA - Magna International Inc. Reduce 13.00% 3,784,227 0.95
≡ WFC - Wells Fargo Reduce 12.10% 1,207,519 0.31
≡ CVS - CVS Health Corp. Reduce 11.61% 1,808,254 0.42
≡ NOV - Nov Inc. Reduce 10.98% 4,628,779 0.28
≡ UBS - UBS AG Reduce 10.85% 3,230,218 0.32
≡ LEA - Lear Corp. Reduce 9.49% 708,849 0.28
≡ UHS - Universal Health Services Inc. Reduce 9.48% 200,369 0.12
≡ PFE - Pfizer Inc. Reduce 9.22% 601,908 0.05
≡ COF - Capital One Financial Reduce 8.78% 440,733 0.26
≡ BAX - Baxter International Inc. Reduce 7.88% 5,518,428 0.30
≡ PVH - PVH Corp. Reduce 6.87% 425,723 0.10
≡ XOM - Exxon Mobil Corp. Reduce 6.60% 43,595 0.02
≡ HCA - HCA Healthcare Inc. Reduce 6.51% 6,569 0.01
≡ CSCO - Cisco Systems Reduce 6.28% 87,636 0.02
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 5.96% 614,322 0.13
≡ DAL - Delta Air Lines Inc. Reduce 5.87% 175,126 0.04
≡ GPC - Genuine Parts Reduce 5.40% 32,792 0.01
≡ HALO - Halozyme Therapeutics Reduce 5.35% 229 0.00
≡ MET - MetLife Inc. Reduce 4.88% 579,519 0.13
≡ CRUS - Cirrus Logic Inc. Reduce 4.86% 108 0.00
≡ BMY - Bristol-Myers Squibb Reduce 4.72% 847,772 0.17
≡ NWL - Newell Brands Inc. Reduce 4.43% 2,216,618 0.02
≡ BFH - Bread Financial Holdings Inc. Reduce 4.13% 26,457 0.01
≡ HOLX-OLD - Hologic Inc. Reduce 3.53% 145 0.00
≡ AEBI - Aebi Schmidt Holding Ag Reduce 3.28% 139,522 0.00
≡ MHK - Mohawk Industries Reduce 2.83% 33,586 0.01
≡ SPB - Spectrum Brands Holdings Inc. Reduce 2.64% 63,525 0.02
≡ SHEL - Shell plc Reduce 2.47% 80,879 0.02
≡ USNA - USANA Health Sciences Reduce 2.25% 25,496 0.00
≡ MDT - Medtronic plc Reduce 1.92% 61,837 0.02
≡ OLN - Olin Corp. Reduce 1.69% 76,300 0.01
≡ UVSP - Univest Financial Corp. Reduce 1.61% 13,810 0.00
≡ ZTO - ZTO Express Reduce 1.58% 119,523 0.01
≡ JPM - JPMorgan Chase & Co. Reduce 1.50% 5,128 0.00
≡ MBUU - Malibu Boats Inc. Reduce 1.42% 24,500 0.00
≡ MYE - Myers Indus Reduce 1.36% 17,724 0.00
≡ KSPI - Jsc Kaspi.kz ADR Reduce 1.23% 33,347 0.01
≡ ADNT - Adient plc Reduce 1.14% 41,773 0.00
≡ BAC - Bank of America Corp. Reduce 0.88% 57,341 0.01
≡ ST - Sensata Technologies Holding Reduce 0.77% 27,150 0.00
≡ KNX - Knight-Swift Transportation Reduce 0.44% 5,506 0.00
≡ HOFT - Hooker Furniture Corp. Reduce 0.29% 3,965 0.00
≡ TGT - Target Corp. Reduce 0.23% 865 0.00
≡ ARW - Arrow Electronics Reduce 0.03% 58 0.00
≡ WCC - WESCO International Inc. Reduce 0.03% 36 0.00
≡ HR - Healthcare Realty Trust Inc. Reduce 0.02% 359 0.00
≡ G - Genpact Ltd. Reduce 0.01% 88 0.00
≡ HSIC - Henry Schein Inc. Reduce 0.01% 86 0.00
≡ MSM - MSC Industrial Direct Reduce 0.01% 56 0.00
≡ ADM - Archer-Daniels-Midland Sell 100.00% 4,842 0.00
≡ CINF - Cincinnati Financial Sell 100.00% 1,792 0.00
≡ INTC - Intel Corp. Sell 100.00% 7,515 0.00
≡ TPG - Tpg Inc Sell 100.00% 3,386 0.00
≡ FMC - FMC Corp. Sell 100.00% 572,048 0.02
≡ GS - Goldman Sachs Group Sell 100.00% 12,225 0.03
≡ CHTR - Charter Communications Sell 100.00% 118,715 0.07
≡ CMA - Comerica Inc. Sell 100.00% 374,001 0.10
Q4  2025
≡ GS - Goldman Sachs Group Reduce 90.11% 111,327 0.27
≡ CHTR - Charter Communications Reduce 70.69% 286,366 0.17
≡ TRS - TriMas Corp. Reduce 58.66% 763,894 0.09
≡ TEL - TE Connectivity plc Reduce 57.03% 1,077,685 0.73
≡ WCC - WESCO International Inc. Reduce 46.68% 99,452 0.07
≡ KB - Kb Financial Group Inc ADR Reduce 46.45% 16,498 0.00
≡ PBR.A - Petroleo Brasil Sp Pref ADR Reduce 45.80% 105,542 0.00
≡ MDT - Medtronic plc Reduce 45.70% 2,709,234 0.78
≡ MS - Morgan Stanley Reduce 39.89% 313,358 0.17
≡ VALE - Vale SA Reduce 39.58% 113,149 0.01
≡ BABA - Alibaba Group Holdings Reduce 38.51% 15,933 0.01
≡ DRH - DiamondRock Hospitality Co. Reduce 38.06% 3,267,480 0.09
≡ TSM - Taiwan Semiconductor S.A. Reduce 38.00% 16,143 0.01
≡ REZI - Resideo Technologies Inc. Reduce 37.73% 831,842 0.08
≡ BIDU - Baidu Inc. Reduce 32.59% 27,321 0.01
≡ DAL - Delta Air Lines Inc. Reduce 29.49% 1,247,625 0.26
≡ BCS - Barclays plc ADR Reduce 25.34% 15,258 0.00
≡ BFH - Bread Financial Holdings Inc. Reduce 18.50% 145,287 0.03