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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  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'24Q3'24Q4'25Q1'25Q2'25Q3
Latest · 2025Q3
-$500M
Lifetime buys
$9.33B
Lifetime sells
$8.97B

Quarter activity

What changed in 2025Q3 - net new, added, trimmed, exited.
New positions8 names
  • G1151CACCENTURE PLC IRELAND
    +337,930
    $83.3M
  • H00501AEBI SCHMIDT HLDG AG
    +4,578,822
    $57.1M
  • SOLVSOLVENTUM CORP
    +434,264
    $31.7M
  • G8060NSENSATA TECHNOLOGIES HLDG PL
    +730,498
    $22.3M
  • MYEMYERS INDS INC
    +142,563
    $2.4M
  • AMATAPPLIED MATLS INC
    +1,473
    $302K
  • HALOHALOZYME THERAPEUTICS INC
    +4,107
    $301K
  • GEGENERAL ELECTRIC CO
    +736
    $221K
Added to67 names
  • BAXBAXTER INTL INC
    +18,050,555
    $411.0M
  • UHSUNIVERSAL HLTH SVCS INC
    +1,215,286
    $248.5M
  • CRBGCOREBRIDGE FINL INC
    +3,605,498
    $115.6M
  • PPGPPG INDS INC
    +733,660
    $77.1M
  • NOKNOKIA CORP
    +11,667,677
    $56.1M
  • SPBSPECTRUM BRANDS HLDGS INC NE
    +985,034
    $51.7M
  • METMETLIFE INC
    +527,388
    $43.4M
  • HALHALLIBURTON CO
    +1,612,527
    $39.7M
  • G0457FARCOS DORADOS HOLDINGS INC
    +4,893,812
    $33.0M
  • RHIROBERT HALF INTL INC
    +802,691
    $27.3M
  • CTSHCOGNIZANT TECHNOLOGY SOLUTIO
    +260,177
    $17.5M
  • LKQLKQ CORP
    +554,529
    $16.9M
  • + 55 more…
Trimmed70 names
  • CHTRCHARTER COMMUNICATIONS INC N
    −2,244,951
    $617.6M
  • G5960LMEDTRONIC PLC
    −2,927,205
    $278.8M
  • G87052TE CONNECTIVITY PLC
    −528,977
    $116.1M
  • CCITIGROUP INC
    −1,042,697
    $105.8M
  • GJBSTEELCASE INC
    −5,363,273
    $92.2M
  • COFCAPITAL ONE FINL CORP
    −369,401
    $78.5M
  • G98196WNS HLDGS LTD
    −1,003,150
    $76.5M
  • CVSCVS HEALTH CORP
    −901,881
    $68.0M
  • H42097UBS GROUP AG
    −1,155,919
    $37.6M
  • TRSTRIMAS CORP
    −875,496
    $33.8M
  • CHRWC H ROBINSON WORLDWIDE INC
    −234,840
    $31.1M
  • MGAMAGNA INTL INC
    −434,482
    $28.6M
  • + 58 more…
Exited6 names
  • 825698SHYFT GROUP INC
    −3,579,364
    $44.9M
  • SYU1SYNOVUS FINL CORP
    −680,368
    $35.2M
  • NWGNATWEST GROUP PLC
    −24,210
    $343K
  • IBNICICI BANK LIMITED
    −9,977
    $336K
  • ULTAULTA BEAUTY INC
    −525
    $246K
  • G01767ALKERMES PLC
    −7,439
    $213K

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