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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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  3. Richard Pzena (Pzena Investment Mgmt)
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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

Not enough filing history to compute mark-to-market returns for Richard Pzena.

We need at least one year of portfolio coverage with priceable positions.

Performance overview

We mark Richard Pzena (Pzena Investment Mgmt)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Richard’s portfolio is 11.9% since 2024Q2.

Portfolio growth vs SPY
Rebased to 100 at 2024Q2 · through 2026Q1
Richard Pzena
+18.1%
SPY
+22.0%
Alpha
-3.9pp
971051141221302024Q22025Q12026Q1
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$3.18B+$1.59B$0-$1.59B-$3.18B'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4'26Q1
Latest · 2026Q1
-$1.20B
Lifetime buys
$14.19B
Lifetime sells
$13.78B
Portfolio over time
AUMPositions
$0$11.02B$22.05B$33.40B160146'24Q2'25Q1'26Q1
QoQ AUM
-7.8%
8Q lifetime AUM
+8.3%
QoQ positions
+1
8Q lifetime positions
-2
Position concentration
158 positions
Top 1
6%
of book
  • Top 16%$1.97BMGA
  • Top 2-514%$4.46BCTSH, TSN, BAX
  • Top 6-1015%$4.56BCVS, HUM, C
  • Top 11-2026%$7.85BAMDOCS LTD, DG, LEA
  • Rest39%$11.95BRest of port