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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Richard Pzena (Pzena Investment Mgmt)
  • Overview
  • Portfolio158
  • Performance8Q
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  • Activity1.1k
  • News

Richard Pzena

Pzena Investment Mgmt
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  • Asset Manager · CIK 0001027796
  • Large Fund

Richard Pzena runs Pzena Investment Mgmt, an asset manager overseeing $30.80B in disclosed equity holdings (SEC CIK 0001027796). The latest portfolio (2026Q1) discloses 158 positions across 11 sectors, with the largest positions in MGA, CTSH and TSN. On a mark-to-market basis the tracked portfolio has returned 11.9% since 2024Q2. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Richard's filingsView holdings↓
Portfolio
$30.80B
Positions
158
Quarter
2026Q1
Filings tracked
8
Since filing+11.9%Full performance →
Quarter
2026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q2
Activity composition
2024Q3
  • New positions8 pos$800M18.3%
  • Added to57 pos$1.92B43.7%
  • Trimmed76 pos$1.18B27.0%
  • Fully sold11 pos$480M11.0%
Buys (NEW+ADD)
$2.72B
Sells (TRIM+SOLD)
$1.66B
Net flow
+$1.05B

Quarter activity

What changed in 2024Q3 - net new, added, trimmed, exited.
New positions8 names
  • G87052TE CONNECTIVITY PLC
    +2,614,993
    $394.8M
  • DALDELTA AIR LINES INC DEL
    +5,536,640
    $281.2M
  • HRHEALTHCARE RLTY TR
    +2,225,430
    $40.4M
  • G4388NHELEN OF TROY LTD
    +581,442
    $36.0M
  • HUNHUNTSMAN CORP
    +1,117,578
    $27.0M
  • HVTHAVERTY FURNITURE COS INC
    +719,637
    $19.8M
  • MKSIMKS INSTRS INC
    +3,323
    $361K
  • HO1HOLOGIC INC
    +3,030
    $247K
Added to57 names
  • DGDOLLAR GEN CORP NEW
    +8,388,735
    $709.4M
  • MGAMAGNA INTL INC
    +5,363,408
    $297.6M
  • NOVNOV INC
    +7,851,220
    $125.4M
  • AAPADVANCE AUTO PARTS INC
    +1,698,155
    $66.2M
  • CSCOCISCO SYS INC
    +1,193,850
    $63.5M
  • G02602AMDOCS LTD
    +696,136
    $60.9M
  • HUMHUMANA INC
    +187,903
    $59.5M
  • LEALEAR CORP
    +526,763
    $57.5M
  • BAXBAXTER INTL INC
    +1,399,198
    $53.1M
  • NOKNOKIA CORP
    +8,261,407
    $36.1M
  • OLNOLIN CORP
    +685,710
    $32.9M
  • ZTOZTO EXPRESS CAYMAN INC
    +1,079,327
    $26.7M
  • + 45 more…
Trimmed76 names
  • EIXEDISON INTL
    −3,612,638
    $314.6M
  • SSNCSS&C TECHNOLOGIES HLDGS INC
    −1,545,202
    $114.7M
  • EQHEQUITABLE HLDGS INC
    −2,210,545
    $92.9M
  • BDCBELDEN INC
    −657,044
    $77.0M
  • G0692UAXIS CAP HLDGS LTD
    −926,720
    $73.8M
  • G0750CAXALTA COATING SYS LTD
    −1,822,827
    $66.0M
  • CNOCNO FINL GROUP INC
    −1,448,993
    $50.9M
  • CHRWC H ROBINSON WORLDWIDE INC
    −412,700
    $45.5M
  • GILGILDAN ACTIVEWEAR INC
    −743,663
    $35.0M
  • CBRECBRE GROUP INC
    −275,567
    $34.3M
  • FNFFIDELITY NATIONAL FINANCIAL
    −436,808
    $27.1M
  • TILEINTERFACE INC
    −1,377,959
    $26.1M
  • + 64 more…
Exited11 names
  • H84989TE CONNECTIVITY LTD
    −2,616,000
    $393.5M
  • CAHCARDINAL HEALTH INC
    −664,657
    $65.3M
  • TCOMTRIP COM GROUP LTD
    −394,160
    $18.5M
  • EQNREQUINOR ASA
    −18,747
    $535K
  • UTHRUNITED THERAPEUTICS CORP DEL
    −1,599
    $509K
  • INTCINTEL CORP
    −12,789
    $396K
  • AYIACUITY BRANDS INC
    −1,460
    $353K
  • ATOATMOS ENERGY CORP
    −2,709
    $316K
  • DLTRDOLLAR TREE INC
    −2,727
    $291K
  • CMCSACOMCAST CORP NEW
    −5,135
    $201K
  • VODVODAFONE GROUP PLC NEW
    −12,737
    $113K

Recent transactions

Last 20 moves
TRIM
A
Richard Pzena (Pzena Investment Mgmt) trimmed AVT
AVNET INC
−1,345,568
~$61.62 · 2026Q1
2026-04-24
TRIM
B
Richard Pzena (Pzena Investment Mgmt) trimmed BAX
BAXTER INTL INC
−5,518,428
~$16.80 · 2026Q1
2026-04-24
SOLD
A
Richard Pzena (Pzena Investment Mgmt) exited ADM
ARCHER DANIELS MIDLAND CO
−4,842
~$57.49 · 2026Q1
2026-04-24
NEW
A
Richard Pzena (Pzena Investment Mgmt) opened a new position in ADSK
AUTODESK INC
+1,018
~$239.40 · 2026Q1
2026-04-24
TRIM
B
Richard Pzena (Pzena Investment Mgmt) trimmed BAC
BK OF AMERICA CORP
−57,341
~$48.75 · 2026Q1
2026-04-24
TRIM
B
Richard Pzena (Pzena Investment Mgmt) trimmed BCS
BARCLAYS PLC
−27,057
~$21.16 · 2026Q1
2026-04-24
ADD
A
Richard Pzena (Pzena Investment Mgmt) added to AIG
AMERICAN INTL GROUP INC
+9,418
~$75.25 · 2026Q1
2026-04-24
TRIM
M
Richard Pzena (Pzena Investment Mgmt) trimmed MT
ARCELORMITTAL SA LUXEMBOURG
−16,066
~$51.98 · 2026Q1
2026-04-24
TRIM
A
Richard Pzena (Pzena Investment Mgmt) trimmed ARW
ARROW ELECTRS INC
−58
~$143.41 · 2026Q1
2026-04-24
ADD
A
Richard Pzena (Pzena Investment Mgmt) added to ASB
ASSOCIATED BANC CORP
+177,829
~$25.86 · 2026Q1
2026-04-24
ADD
E
Richard Pzena (Pzena Investment Mgmt) added to ELV
ANTHEM INC
+3,854
~$292.75 · 2026Q1
2026-04-24
TRIM
B
Richard Pzena (Pzena Investment Mgmt) trimmed BIDU
BAIDU INC
−7,740
~$111.42 · 2026Q1
2026-04-24
ADD
A
Richard Pzena (Pzena Investment Mgmt) added to ADBE
ADOBE SYSTEMS INCORPORATED
+173
~$243.08 · 2026Q1
2026-04-24
ADD
A
Richard Pzena (Pzena Investment Mgmt) added to ABM
ABM INDS INC
+351,407
~$38.52 · 2026Q1
2026-04-24
ADD
A
Richard Pzena (Pzena Investment Mgmt) added to ABEV
AMBEV SA
+295,709
~$2.92 · 2026Q1
2026-04-24
ADD
A
Richard Pzena (Pzena Investment Mgmt) added to AAP
ADVANCE AUTO PARTS INC
+327,596
~$52.75 · 2026Q1
2026-04-24
ADD
B
Richard Pzena (Pzena Investment Mgmt) added to BABA
ALIBABA GROUP HLDG LTD
+2,998
~$125.46 · 2026Q1
2026-04-24
TRIM
B
Richard Pzena (Pzena Investment Mgmt) trimmed BFH
ALLIANCE DATA SYSTEMS CORP
−26,457
~$74.89 · 2026Q1
2026-04-24
ADD
A
Richard Pzena (Pzena Investment Mgmt) added to AMWD
AMERICAN WOODMARK CORPORATIO
+493,348
~$39.83 · 2026Q1
2026-04-24
TRIM
B
Richard Pzena (Pzena Investment Mgmt) trimmed BMY
BRISTOL-MYERS SQUIBB CO
−847,772
~$60.65 · 2026Q1
2026-04-24