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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'24Q3'24Q4'25Q1'25Q2
Latest · 2025Q2
+$1.59B
Lifetime buys
$7.89B
Lifetime sells
$7.03B

Quarter activity

What changed in 2025Q2 - net new, added, trimmed, exited.
New positions12 names
  • G98196WNS HLDGS LTD
    +1,662,463
    $105.1M
  • OSKOSHKOSH CORP
    +525,887
    $59.7M
  • G0457FARCOS DORADOS HOLDINGS INC
    +6,533,482
    $51.5M
  • TFXTELEFLEX INCORPORATED
    +356,107
    $42.1M
  • GSKGSK PLC
    +7,510
    $288K
  • CALMCAL MAINE FOODS INC
    +2,823
    $281K
  • MRKMERCK & CO INC
    +3,324
    $263K
  • ULTAULTA BEAUTY INC
    +525
    $246K
  • ADBEADOBE SYSTEMS INCORPORATED
    +583
    $226K
  • HIGHARTFORD FINL SVCS GROUP INC
    +1,735
    $220K
  • G01767ALKERMES PLC
    +7,439
    $213K
  • DELLDELL TECHNOLOGIES INC
    +1,703
    $209K
Added to92 names
  • CRBGCOREBRIDGE FINL INC
    +10,673,099
    $378.9M
  • SWKSSKYWORKS SOLUTIONS INC
    +4,444,747
    $331.2M
  • GPNGLOBAL PMTS INC
    +2,716,156
    $217.4M
  • BAXBAXTER INTL INC
    +2,563,919
    $77.6M
  • LKQLKQ CORP
    +1,779,315
    $65.9M
  • BMYBRISTOL-MYERS SQUIBB CO
    +1,384,649
    $64.1M
  • HUMHUMANA INC
    +247,744
    $60.6M
  • DOWDOW INC
    +2,134,253
    $56.5M
  • MGAMAGNA INTL INC
    +1,051,882
    $55.4M
  • METMETLIFE INC
    +585,671
    $47.1M
  • HALHALLIBURTON CO
    +2,142,939
    $43.7M
  • WFCWELLS FARGO CO NEW
    +542,493
    $43.5M
  • + 80 more…
Trimmed35 names
  • DGDOLLAR GEN CORP NEW
    −921,604
    $105.4M
  • EQHEQUITABLE HLDGS INC
    −1,661,147
    $93.2M
  • CVSCVS HEALTH CORP
    −935,521
    $64.5M
  • NOKNOKIA CORP
    −11,799,730
    $61.1M
  • CHTRCHARTER COMMUNICATIONS INC N
    −133,435
    $54.5M
  • COFCAPITAL ONE FINL CORP
    −144,577
    $30.8M
  • UVVUNIVERSAL CORP VA
    −414,855
    $24.2M
  • DANDANA INC
    −1,346,107
    $23.1M
  • FMSFRESENIUS MED CARE AG&CO KGA
    −714,108
    $20.4M
  • CSCOCISCO SYS INC
    −229,467
    $15.9M
  • CBRECBRE GROUP INC
    −108,394
    $15.2M
  • PFEPFIZER INC
    −499,867
    $12.1M
  • + 23 more…
Exited6 names
  • JELDJELD-WEN HLDG INC
    −10,311,305
    $61.6M
  • PAHCPHIBRO ANIMAL HEALTH CORP
    −723,830
    $15.5M
  • GILDGILEAD SCIENCES INC
    −2,662
    $298K
  • CORAMERISOURCEBERGEN CORP
    −980
    $273K
  • EBAYEBAY INC.
    −3,860
    $261K
  • DFSEURDISCOVER FINL SVCS
    −1,459
    $249K

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