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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
  • Options
  • 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
Capital flow per quarter
BuysSellsNet
+$2.72B+$1.36B$0-$1.36B-$2.72B'24Q3'24Q4
Latest · 2024Q4
-$1.10B
Lifetime buys
$4.20B
Lifetime sells
$4.25B

Quarter activity

What changed in 2024Q4 - net new, added, trimmed, exited.
New positions7 names
  • TPRTAPESTRY INC
    +286,799
    $18.7M
  • NVSTENVISTA HOLDINGS CORPORATION
    +880,177
    $17.0M
  • DLTRDOLLAR TREE INC
    +6,939
    $520K
  • ABBVABBVIE INC
    +1,670
    $297K
  • MRKMERCK & CO INC
    +2,898
    $288K
  • CORAMERISOURCEBERGEN CORP
    +1,204
    $271K
  • AMGNAMGEN INC
    +803
    $209K
Added to51 names
  • CVSCVS HEALTH CORP
    +6,475,271
    $290.7M
  • HUMHUMANA INC
    +1,103,132
    $279.9M
  • GPNGLOBAL PMTS INC
    +1,659,984
    $186.0M
  • SWKSSKYWORKS SOLUTIONS INC
    +1,536,289
    $136.2M
  • DGDOLLAR GEN CORP NEW
    +1,528,450
    $115.9M
  • CRBGCOREBRIDGE FINL INC
    +3,202,145
    $95.8M
  • HUNHUNTSMAN CORP
    +3,578,100
    $64.5M
  • BAXBAXTER INTL INC
    +1,416,094
    $41.3M
  • MGAMAGNA INTL INC
    +683,243
    $41.0M
  • CNXCCONCENTRIX CORP
    +880,960
    $38.1M
  • G02602AMDOCS LTD
    +270,810
    $23.1M
  • AAPADVANCE AUTO PARTS INC
    +362,239
    $17.1M
  • + 39 more…
Trimmed82 names
  • EQHEQUITABLE HLDGS INC
    −8,240,811
    $388.7M
  • EIXEDISON INTL
    −3,888,326
    $310.4M
  • GSGOLDMAN SACHS GROUP INC
    −268,930
    $154.0M
  • COFCAPITAL ONE FINL CORP
    −771,836
    $137.6M
  • WFCWELLS FARGO CO NEW
    −1,797,975
    $126.3M
  • BACBK OF AMERICA CORP
    −2,870,579
    $126.2M
  • CCITIGROUP INC
    −1,392,384
    $98.0M
  • SSNCSS&C TECHNOLOGIES HLDGS INC
    −1,104,896
    $83.7M
  • CTSHCOGNIZANT TECHNOLOGY SOLUTIO
    −943,586
    $72.6M
  • CHTRCHARTER COMMUNICATIONS INC N
    −206,247
    $70.7M
  • METMETLIFE INC
    −832,905
    $68.2M
  • JPMJPMORGAN CHASE & CO
    −267,583
    $64.1M
  • + 70 more…
Exited12 names
  • GILGILDAN ACTIVEWEAR INC
    −636,743
    $30.0M
  • GAPGAP INC
    −1,359,676
    $30.0M
  • G0750CAXALTA COATING SYS LTD
    −36,979
    $1.3M
  • M6158MITURAN LOCATION AND CONTROL
    −22,659
    $601K
  • RGAREINSURANCE GRP OF AMERICA I
    −2,320
    $505K
  • DOCUDOCUSIGN INC
    −6,379
    $396K
  • TMUST-MOBILE US INC
    −1,845
    $381K
  • HLIHOULIHAN LOKEY INC
    −2,329
    $368K
  • MKSIMKS INSTRS INC
    −3,323
    $361K
  • HO1HOLOGIC INC
    −3,030
    $247K
  • DELLDELL TECHNOLOGIES INC
    −1,917
    $227K
  • HIGHARTFORD FINL SVCS GROUP INC
    −1,757
    $207K

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