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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)
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Richard Pzena

Pzena Investment Mgmt
Share
  • 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

Holdings

Sorted by value · 2024Q2
1 / 3
75 of 160
1
C
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
Technology·Information Technology Services
4.45%
of portfolio
Number of shares
18,609,898 sh
Holdings current value
$1.27B
Avg closing price
$67.31
-18.1%
Last action
Added 16.5%
2026Q1
Current $55.10
2
M
MGAMAGNA INTL INC
Consumer Cyclical·Auto Parts
4.23%
of portfolio
Number of shares
20,958,945 sh
Holdings current value
$1.20B
Avg closing price
$56.51
+10.1%
Last action
Trimmed 15.3%
2026Q1
Current $62.20
3
B
BAXBAXTER INTL INC
Healthcare·Medical Instruments & Supplies
3.63%
of portfolio
Number of shares
30,823,004 sh
Holdings current value
$1.03B
Avg closing price
$28.03
-34.3%
Last action
Trimmed 15.2%
2026Q1
Current $18.41
4
D
DOWDOW INC
Basic Materials·Chemicals
3.52%
of portfolio
Number of shares
18,865,864 sh
Holdings current value
$1.00B
Avg closing price
$46.38
-16.9%
Last action
Trimmed 31.5%
2026Q1
Current $38.53
5
C
CCITIGROUP INC
Financial Services·Banks - Diversified
3.42%
of portfolio
Number of shares
15,317,724 sh
Holdings current value
$972.06M
Avg closing price
$63.85
+101.3%
Last action
Trimmed 13.7%
2026Q1
Current $128.51
6
C
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
3.37%
of portfolio
Number of shares
6,932,548 sh
Holdings current value
$959.81M
Avg closing price
$138.46
+42.0%
Last action
Trimmed 6.0%
2026Q1
Current $196.63
7
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
3.28%
of portfolio
Number of shares
15,706,472 sh
Holdings current value
$932.81M
Avg closing price
$60.47
+33.1%
Last action
Trimmed 7.1%
2026Q1
Current $80.51
8
E
EIXEDISON INTL
Utilities·Utilities - Regulated Electric
3.25%
of portfolio
Number of shares
12,875,286 sh
Holdings current value
$924.57M
Avg closing price
$71.81
-2.0%
Last action
Exited
2025Q1
Current $70.34
9
C
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
3.18%
of portfolio
Number of shares
3,023,589 sh
Holdings current value
$903.93M
Avg closing price
$298.96
-19.1%
Last action
Exited
2026Q1
Current $241.78
10
S
SSNCSS&C TECHNOLOGIES HLDGS INC
Technology·Software - Application
3.13%
of portfolio
Number of shares
14,209,105 sh
Holdings current value
$890.48M
Avg closing price
$63.07
+11.1%
Last action
Trimmed 4.1%
2026Q1
Current $70.06
11
H
HUMHUMANA INC
Healthcare·Healthcare Plans
3.05%
of portfolio
Number of shares
2,318,347 sh
Holdings current value
$866.25M
Avg closing price
$285.61
-24.7%
Last action
Added 152.1%
2026Q1
Current $214.95
12
L
LEALEAR CORP
Consumer Cyclical·Auto Parts
2.89%
of portfolio
Number of shares
7,187,890 sh
Holdings current value
$820.93M
Avg closing price
$113.86
+13.9%
Last action
Trimmed 9.0%
2026Q1
Current $129.72
13
H
H42097107UBS GROUP AG
2.79%
of portfolio
Number of shares
29,951,235 sh
Holdings current value
$792.21M
Avg closing price
$26.47
Last action
Trimmed 9.7%
2026Q1
Current —
14
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
2.77%
of portfolio
Number of shares
19,833,297 sh
Holdings current value
$788.77M
Avg closing price
$40.03
+31.1%
Last action
Trimmed 0.3%
2026Q1
Current $52.47
15
C
CVSCVS HEALTH CORP
Healthcare·Healthcare Plans
2.69%
of portfolio
Number of shares
12,936,388 sh
Holdings current value
$764.02M
Avg closing price
$54.42
+44.9%
Last action
Trimmed 12.3%
2026Q1
Current $78.86
16
E
EQHEQUITABLE HLDGS INC
Financial Services·Asset Management
2.68%
of portfolio
Number of shares
18,642,684 sh
Holdings current value
$761.74M
Avg closing price
$40.91
+1.7%
Last action
Added 0.8%
2026Q1
Current $41.60
17
T
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
2.51%
of portfolio
Number of shares
12,489,564 sh
Holdings current value
$713.65M
Avg closing price
$58.46
+11.6%
Last action
Added 17.3%
2026Q1
Current $65.23
18
M
METMETLIFE INC
Financial Services·Insurance - Life
2.38%
of portfolio
Number of shares
9,646,066 sh
Holdings current value
$677.06M
Avg closing price
$72.86
+4.4%
Last action
Trimmed 5.7%
2026Q1
Current $76.06
19
N
NOVNOV INC
Energy·Oil & Gas Equipment & Services
2.35%
of portfolio
Number of shares
35,175,886 sh
Holdings current value
$668.69M
Avg closing price
$18.29
+10.6%
Last action
Trimmed 11.6%
2026Q1
Current $20.22
20
G
G5960L103MEDTRONIC PLC
2.30%
of portfolio
Number of shares
8,307,123 sh
Holdings current value
$653.85M
Avg closing price
$79.71
Last action
Trimmed 0.7%
2026Q1
Current —
21
G
GPNGLOBAL PMTS INC
Industrials·Specialty Business Services
2.18%
of portfolio
Number of shares
6,423,463 sh
Holdings current value
$621.15M
Avg closing price
$93.78
-27.6%
Last action
Added 3.3%
2026Q1
Current $67.86
22
P
PVHPVH CORPORATION
Consumer Cyclical·Apparel Manufacturing
2.09%
of portfolio
Number of shares
5,623,706 sh
Holdings current value
$595.38M
Avg closing price
$99.22
-3.9%
Last action
Trimmed 7.0%
2026Q1
Current $95.35
23
B
BMYBRISTOL-MYERS SQUIBB CO
Healthcare·Drug Manufacturers - General
2.06%
of portfolio
Number of shares
14,134,337 sh
Holdings current value
$587.00M
Avg closing price
$44.22
+33.5%
Last action
Trimmed 5.7%
2026Q1
Current $59.02
24
G
G02602103AMDOCS LTD
1.57%
of portfolio
Number of shares
5,667,603 sh
Holdings current value
$447.29M
Avg closing price
$79.63
Last action
Added 12.8%
2026Q1
Current —
25
A
AVTAVNET INC
Technology·Electronics & Computer Distribution
1.55%
of portfolio
Number of shares
8,576,821 sh
Holdings current value
$441.62M
Avg closing price
$51.54
+51.6%
Last action
Trimmed 13.6%
2026Q1
Current $78.11
26
S
SWKSSKYWORKS SOLUTIONS INC
Technology·Semiconductors
1.53%
of portfolio
Number of shares
4,090,292 sh
Holdings current value
$435.94M
Avg closing price
$77.94
-21.0%
Last action
Added 572.0%
2026Q1
Current $61.55
27
H
H84989104TE CONNECTIVITY LTD
1.38%
of portfolio
Number of shares
2,616,000 sh
Holdings current value
$393.52M
Avg closing price
$150.43
Last action
Exited
2024Q3
Current —
28
N
NWLNEWELL BRANDS INC
Consumer Defensive·Household & Personal Products
1.18%
of portfolio
Number of shares
52,479,058 sh
Holdings current value
$336.39M
Avg closing price
$6.28
-34.1%
Last action
Trimmed 4.1%
2026Q1
Current $4.14
29
N
NOKNOKIA CORPADR
Technology·Communication Equipment
1.10%
of portfolio
Number of shares
82,524,553 sh
Holdings current value
$311.94M
Avg closing price
$4.29
+140.8%
Last action
Trimmed 25.7%
2026Q1
Current $10.33
30
F
FMSFRESENIUS MED CARE AG&CO KGAADR
Healthcare·Medical Care Facilities
1.09%
of portfolio
Number of shares
16,184,221 sh
Holdings current value
$308.96M
Avg closing price
$19.27
+18.0%
Last action
Added 1.9%
2026Q1
Current $22.74
31
S
SHELSHELL PLCADR
Energy·Oil & Gas Integrated
0.94%
of portfolio
Number of shares
3,692,200 sh
Holdings current value
$266.50M
Avg closing price
$72.14
+23.8%
Last action
Trimmed 2.1%
2026Q1
Current $89.27
32
V
VOYAVOYA FINANCIAL INC
Financial Services·Financial Conglomerates
0.92%
of portfolio
Number of shares
3,684,112 sh
Holdings current value
$262.12M
Avg closing price
$71.08
+11.0%
Last action
Added 1.3%
2026Q1
Current $78.87
33
D
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
0.86%
of portfolio
Number of shares
1,850,151 sh
Holdings current value
$244.65M
Avg closing price
$90.69
+34.6%
Last action
Trimmed 67.1%
2026Q1
Current $122.06
34
P
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
0.71%
of portfolio
Number of shares
7,257,680 sh
Holdings current value
$203.07M
Avg closing price
$27.92
-4.5%
Last action
Trimmed 7.7%
2026Q1
Current $26.67
35
G
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
0.70%
of portfolio
Number of shares
439,281 sh
Holdings current value
$198.70M
Avg closing price
$454.55
+104.9%
Last action
Exited
2026Q1
Current $931.30
36
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.68%
of portfolio
Number of shares
960,532 sh
Holdings current value
$194.28M
Avg closing price
$210.74
+47.9%
Last action
Trimmed 0.5%
2026Q1
Current $311.69
37
C
CICIGNA CORP NEW
Healthcare·Healthcare Plans
0.63%
of portfolio
Number of shares
539,956 sh
Holdings current value
$178.49M
Avg closing price
$325.40
-14.0%
Last action
Added 1.4%
2026Q1
Current $279.72
38
C
CNOCNO FINL GROUP INC
Financial Services·Insurance - Life
0.59%
of portfolio
Number of shares
6,026,883 sh
Holdings current value
$167.07M
Avg closing price
$27.76
+57.6%
Last action
Added 0.1%
2026Q1
Current $43.75
39
G
G2519Y108CREDICORP LTD
0.53%
of portfolio
Number of shares
934,956 sh
Holdings current value
$150.84M
Avg closing price
$168.34
Last action
Trimmed 14.4%
2026Q1
Current —
40
O
OLNOLIN CORP
Basic Materials·Chemicals
0.46%
of portfolio
Number of shares
2,766,998 sh
Holdings current value
$130.46M
Avg closing price
$41.57
-36.9%
Last action
Trimmed 2.7%
2026Q1
Current $26.22
41
J
JELDJELD-WEN HLDG INC
Industrials·Building Products & Equipment
0.44%
of portfolio
Number of shares
9,320,851 sh
Holdings current value
$125.55M
Avg closing price
$12.78
-89.8%
Last action
Exited
2025Q2
Current $1.30
42
M
MHKMOHAWK INDS INC
Consumer Cyclical·Furnishings, Fixtures & Appliances
0.44%
of portfolio
Number of shares
1,092,046 sh
Holdings current value
$124.05M
Avg closing price
$113.18
-4.3%
Last action
Trimmed 3.0%
2026Q1
Current $108.27
43
Z
ZTOZTO EXPRESS CAYMAN INCADR
Industrials·Integrated Freight & Logistics
0.43%
of portfolio
Number of shares
5,960,272 sh
Holdings current value
$123.68M
Avg closing price
$21.08
+21.0%
Last action
Trimmed 2.0%
2026Q1
Current $25.51
44
K
KSPIKASPI KZ JSCADR
Technology·Software - Infrastructure
0.39%
of portfolio
Number of shares
867,970 sh
Holdings current value
$111.98M
Avg closing price
$99.22
-14.2%
Last action
Trimmed 3.7%
2026Q1
Current $85.17
45
G
G0692U109AXIS CAP HLDGS LTD
0.38%
of portfolio
Number of shares
1,519,972 sh
Holdings current value
$107.39M
Avg closing price
$70.65
Last action
Exited
2025Q1
Current —
46
E
ELVANTHEM INC
Healthcare·Healthcare Plans
0.37%
of portfolio
Number of shares
192,255 sh
Holdings current value
$104.18M
Avg closing price
$521.57
-33.6%
Last action
Added 2.0%
2026Q1
Current $346.29
47
S
SPBSPECTRUM BRANDS HLDGS INC NE
Consumer Defensive·Household & Personal Products
0.36%
of portfolio
Number of shares
1,187,128 sh
Holdings current value
$102.01M
Avg closing price
$71.12
+18.6%
Last action
Trimmed 5.1%
2026Q1
Current $84.33
48
C
CNXCCONCENTRIX CORP
Technology·Information Technology Services
0.33%
of portfolio
Number of shares
1,484,907 sh
Holdings current value
$93.96M
Avg closing price
$52.18
-48.7%
Last action
Added 1.1%
2026Q1
Current $26.77
49
G
GJBSTEELCASE INC
0.32%
of portfolio
Number of shares
7,092,675 sh
Holdings current value
$91.92M
Avg closing price
$12.76
Last action
Exited
2025Q4
Current —
50
U
UHSUNIVERSAL HLTH SVCS INC
Healthcare·Medical Care Facilities
0.30%
of portfolio
Number of shares
455,323 sh
Holdings current value
$84.20M
Avg closing price
$204.07
-11.2%
Last action
Trimmed 30.6%
2026Q1
Current $181.18
51
G
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
0.28%
of portfolio
Number of shares
270,352 sh
Holdings current value
$78.44M
Avg closing price
$290.06
+9.9%
Last action
Trimmed 40.8%
2026Q1
Current $318.71
52
C
CHRWC H ROBINSON WORLDWIDE INC
Industrials·Integrated Freight & Logistics
0.27%
of portfolio
Number of shares
877,727 sh
Holdings current value
$77.35M
Avg closing price
$88.12
+108.5%
Last action
Exited
2025Q4
Current $183.74
53
A
AAPADVANCE AUTO PARTS INC
Consumer Cyclical·Auto Parts
0.27%
of portfolio
Number of shares
1,210,503 sh
Holdings current value
$76.66M
Avg closing price
$47.04
+23.6%
Last action
Added 37.1%
2026Q1
Current $58.16
54
G
GLGLOBE LIFE INC
Financial Services·Insurance - Life
0.27%
of portfolio
Number of shares
930,378 sh
Holdings current value
$76.55M
Avg closing price
$89.95
+71.2%
Last action
Added 5.7%
2026Q1
Current $153.97
55
W
WBSWEBSTER FINL CORP
Financial Services·Banks - Regional
0.27%
of portfolio
Number of shares
1,743,173 sh
Holdings current value
$75.98M
Avg closing price
$44.13
+62.5%
Last action
Trimmed 41.6%
2026Q1
Current $71.73
56
D
DRHDIAMONDROCK HOSPITALITY COREIT
Real Estate·REIT - Hotel & Motel
0.26%
of portfolio
Number of shares
8,835,117 sh
Holdings current value
$74.66M
Avg closing price
$8.44
+20.1%
Last action
Trimmed 21.9%
2026Q1
Current $10.14
57
3
37MMRC GLOBAL INC
0.26%
of portfolio
Number of shares
5,750,384 sh
Holdings current value
$74.24M
Avg closing price
$12.91
Last action
Exited
2025Q4
Current —
58
L
LDOSLEIDOS HOLDINGS INC
Technology·Information Technology Services
0.26%
of portfolio
Number of shares
502,710 sh
Holdings current value
$73.34M
Avg closing price
$146.35
+0.9%
Last action
Added 0.7%
2026Q1
Current $147.60
59
M
MSMORGAN STANLEY
Financial Services·Capital Markets
0.26%
of portfolio
Number of shares
749,823 sh
Holdings current value
$72.88M
Avg closing price
$99.65
+89.3%
Last action
Added 0.6%
2026Q1
Current $188.65
60
W
WABWABTEC
Industrials·Railroads
0.25%
of portfolio
Number of shares
454,395 sh
Holdings current value
$71.82M
Avg closing price
$162.24
+66.1%
Last action
Added 0.3%
2026Q1
Current $269.45
61
K
KFYKORN FERRY
Industrials·Staffing & Employment Services
0.25%
of portfolio
Number of shares
1,044,888 sh
Holdings current value
$70.15M
Avg closing price
$67.49
-3.2%
Last action
Added 0.5%
2026Q1
Current $65.35
62
B
BDCBELDEN INC
Technology·Communication Equipment
0.25%
of portfolio
Number of shares
744,020 sh
Holdings current value
$69.79M
Avg closing price
$93.80
+41.1%
Last action
Exited
2025Q1
Current $132.34
63
X
XOMEXXON MOBIL CORP
Energy·Oil & Gas Integrated
0.24%
of portfolio
Number of shares
594,716 sh
Holdings current value
$68.46M
Avg closing price
$114.76
+31.2%
Last action
Trimmed 6.8%
2026Q1
Current $150.53
64
C
CAHCARDINAL HEALTH INC
Healthcare·Medical Distribution
0.23%
of portfolio
Number of shares
664,657 sh
Holdings current value
$65.35M
Avg closing price
$98.32
+108.2%
Last action
Exited
2024Q3
Current $204.72
65
R
REZIRESIDEO TECHNOLOGIES INC
Industrials·Industrial Distribution
0.22%
of portfolio
Number of shares
3,262,732 sh
Holdings current value
$63.82M
Avg closing price
$19.64
+106.8%
Last action
Added 0.1%
2026Q1
Current $40.63
66
G
G0750C108AXALTA COATING SYS LTD
0.22%
of portfolio
Number of shares
1,859,806 sh
Holdings current value
$63.55M
Avg closing price
$34.17
Last action
Exited
2024Q4
Current —
67
H
HSICHENRY SCHEIN INC
Healthcare·Medical Distribution
0.22%
of portfolio
Number of shares
989,671 sh
Holdings current value
$63.44M
Avg closing price
$64.11
+22.0%
Last action
Trimmed 0.0%
2026Q1
Current $78.22
68
C
CBRECBRE GROUP INC
Real Estate·Real Estate Services
0.21%
of portfolio
Number of shares
671,038 sh
Holdings current value
$59.80M
Avg closing price
$91.02
+64.0%
Last action
Added 0.9%
2026Q1
Current $149.31
69
L
L72967109ORION ENGINEERED CARBONS S A
0.21%
of portfolio
Number of shares
2,693,587 sh
Holdings current value
$59.10M
Avg closing price
$17.70
Last action
Added 0.6%
2026Q1
Current —
70
T
TRSTRIMAS CORP
Consumer Cyclical·Packaging & Containers
0.20%
of portfolio
Number of shares
2,260,502 sh
Holdings current value
$57.78M
Avg closing price
$25.60
+41.4%
Last action
Trimmed 18.9%
2026Q1
Current $36.20
71
O
ONBOLD NATL BANCORP IND
Financial Services·Banks - Regional
0.19%
of portfolio
Number of shares
3,143,473 sh
Holdings current value
$54.04M
Avg closing price
$17.51
+37.0%
Last action
Added 5.9%
2026Q1
Current $23.99
72
A
ASBASSOCIATED BANC CORP
Financial Services·Banks - Regional
0.19%
of portfolio
Number of shares
2,510,879 sh
Holdings current value
$53.11M
Avg closing price
$21.70
+28.6%
Last action
Added 7.6%
2026Q1
Current $27.91
73
G
GILGILDAN ACTIVEWEAR INC
Consumer Cyclical·Apparel Manufacturing
0.18%
of portfolio
Number of shares
1,380,406 sh
Holdings current value
$52.34M
Avg closing price
$37.92
+57.8%
Last action
Exited
2024Q4
Current $59.84
74
H
HALHALLIBURTON CO
Energy·Oil & Gas Equipment & Services
0.18%
of portfolio
Number of shares
1,541,798 sh
Holdings current value
$52.08M
Avg closing price
$25.57
+55.1%
Last action
Trimmed 45.1%
2026Q1
Current $39.65
75
M
MBUUMALIBU BOATS INC
Consumer Cyclical·Recreational Vehicles
0.18%
of portfolio
Number of shares
1,478,316 sh
Holdings current value
$51.80M
Avg closing price
$34.70
-24.1%
Last action
Trimmed 1.6%
2026Q1
Current $26.34

Portfolio heatmap

Box size = % of portfolio · color = return since filing
CTSH
4.45% · -19.0%
MGA
4.23% · +8.5%
BAX
3.63% · -45.0%
DOW
3.52% · -27.4%
C
3.42% · +102.5%
COF
3.37% · +42.0%
WFC
3.28% · +35.6%
EIX
3.25% · -2.0%
CHTR
3.18% · -19.1%
SSNC
3.13% · +11.8%
HUM
3.05% · -42.5%
LEA
2.89% · +13.6%
UBS GROUP AG
2.79%
BAC
2.77% · +31.9%
CVS
2.69% · +33.5%
EQH
2.68% · +1.8%
TSN
2.51% · +14.2%
MET
2.38% · +8.4%
NOV
2.35% · +6.4%
MEDTRONIC PLC
2.30%
GPN
2.18% · -29.8%
PVH
2.09% · -9.9%
BMY
2.06% · +42.1%
AMDOCS LTD
1.57%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services39 pos$6.70B26.4%
  • Healthcare18 pos$4.40B17.3%
  • Technology18 pos$3.82B15.0%
  • Consumer Cyclical19 pos$3.25B12.8%
  • Consumer Defensive8 pos$1.53B6.0%
  • Industrials15 pos$1.41B5.6%
  • Basic Materials7 pos$1.19B4.7%
  • Energy5 pos$1.06B4.2%
  • Communication Services6 pos$958.5M3.8%
  • Utilities4 pos$939.5M3.7%
  • Real Estate3 pos$154.7M0.6%
(10.6% unclassified, excluded from %)