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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)
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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 · 2024Q4
1 / 3
75 of 152
1
M
MGAMAGNA INTL INC
Consumer Cyclical·Auto Parts
5.52%
of portfolio
Number of shares
27,005,596 sh
Holdings current value
$1.62B
Avg closing price
$56.51
+10.1%
Last action
Trimmed 12.3%
2026Q1
Current $62.20
2
C
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
Technology·Information Technology Services
4.62%
of portfolio
Number of shares
17,666,002 sh
Holdings current value
$1.36B
Avg closing price
$67.31
-18.1%
Last action
Added 17.5%
2026Q1
Current $55.10
3
C
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
3.74%
of portfolio
Number of shares
6,167,716 sh
Holdings current value
$1.10B
Avg closing price
$138.46
+42.0%
Last action
Trimmed 6.7%
2026Q1
Current $196.63
4
B
BAXBAXTER INTL INC
Healthcare·Medical Instruments & Supplies
3.34%
of portfolio
Number of shares
33,638,296 sh
Holdings current value
$980.89M
Avg closing price
$28.03
-34.3%
Last action
Trimmed 14.1%
2026Q1
Current $18.41
5
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
3.30%
of portfolio
Number of shares
13,824,242 sh
Holdings current value
$971.01M
Avg closing price
$60.47
+33.1%
Last action
Trimmed 8.0%
2026Q1
Current $80.51
6
C
CCITIGROUP INC
Financial Services·Banks - Diversified
3.29%
of portfolio
Number of shares
13,734,181 sh
Holdings current value
$966.75M
Avg closing price
$63.85
+101.3%
Last action
Trimmed 15.1%
2026Q1
Current $128.51
7
C
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
3.27%
of portfolio
Number of shares
2,806,973 sh
Holdings current value
$962.15M
Avg closing price
$298.96
-19.1%
Last action
Exited
2026Q1
Current $241.78
8
G
GPNGLOBAL PMTS INC
Industrials·Specialty Business Services
3.16%
of portfolio
Number of shares
8,298,846 sh
Holdings current value
$929.97M
Avg closing price
$93.78
-27.6%
Last action
Added 2.5%
2026Q1
Current $67.86
9
H
HUMHUMANA INC
Healthcare·Healthcare Plans
3.12%
of portfolio
Number of shares
3,609,382 sh
Holdings current value
$915.74M
Avg closing price
$285.61
-24.7%
Last action
Added 63.3%
2026Q1
Current $214.95
10
D
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
3.04%
of portfolio
Number of shares
11,767,336 sh
Holdings current value
$892.20M
Avg closing price
$90.69
+34.6%
Last action
Trimmed 24.3%
2026Q1
Current $122.06
11
C
CVSCVS HEALTH CORP
Healthcare·Healthcare Plans
3.00%
of portfolio
Number of shares
19,610,579 sh
Holdings current value
$880.32M
Avg closing price
$54.42
+44.9%
Last action
Trimmed 8.4%
2026Q1
Current $78.86
12
S
SSNCSS&C TECHNOLOGIES HLDGS INC
Technology·Software - Application
2.98%
of portfolio
Number of shares
11,559,007 sh
Holdings current value
$875.94M
Avg closing price
$63.07
+11.1%
Last action
Trimmed 5.0%
2026Q1
Current $70.06
13
H
H42097107UBS GROUP AG
2.79%
of portfolio
Number of shares
29,590,323 sh
Holdings current value
$820.54M
Avg closing price
$26.47
Last action
Trimmed 9.8%
2026Q1
Current —
14
D
DOWDOW INC
Basic Materials·Chemicals
2.57%
of portfolio
Number of shares
18,792,963 sh
Holdings current value
$754.16M
Avg closing price
$46.38
-16.9%
Last action
Trimmed 31.6%
2026Q1
Current $38.53
15
B
BMYBRISTOL-MYERS SQUIBB CO
Healthcare·Drug Manufacturers - General
2.56%
of portfolio
Number of shares
13,301,299 sh
Holdings current value
$752.32M
Avg closing price
$44.22
+33.5%
Last action
Trimmed 6.0%
2026Q1
Current $59.02
16
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
2.48%
of portfolio
Number of shares
16,612,322 sh
Holdings current value
$730.11M
Avg closing price
$40.03
+31.1%
Last action
Trimmed 0.3%
2026Q1
Current $52.47
17
L
LEALEAR CORP
Consumer Cyclical·Auto Parts
2.47%
of portfolio
Number of shares
7,679,092 sh
Holdings current value
$727.21M
Avg closing price
$113.86
+13.9%
Last action
Trimmed 8.5%
2026Q1
Current $129.72
18
M
METMETLIFE INC
Financial Services·Insurance - Life
2.45%
of portfolio
Number of shares
8,803,671 sh
Holdings current value
$720.84M
Avg closing price
$72.86
+4.4%
Last action
Trimmed 6.2%
2026Q1
Current $76.06
19
T
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
2.34%
of portfolio
Number of shares
11,992,302 sh
Holdings current value
$688.84M
Avg closing price
$58.46
+11.6%
Last action
Added 18.2%
2026Q1
Current $65.23
20
G
G5960L103MEDTRONIC PLC
2.23%
of portfolio
Number of shares
8,215,017 sh
Holdings current value
$656.22M
Avg closing price
$79.71
Last action
Trimmed 0.7%
2026Q1
Current —
21
N
NOVNOV INC
Energy·Oil & Gas Equipment & Services
2.06%
of portfolio
Number of shares
41,458,393 sh
Holdings current value
$605.29M
Avg closing price
$18.29
+10.6%
Last action
Trimmed 10.0%
2026Q1
Current $20.22
22
P
PVHPVH CORPORATION
Consumer Cyclical·Apparel Manufacturing
1.93%
of portfolio
Number of shares
5,354,266 sh
Holdings current value
$566.21M
Avg closing price
$99.22
-3.9%
Last action
Trimmed 7.4%
2026Q1
Current $95.35
23
G
G02602103AMDOCS LTD
1.92%
of portfolio
Number of shares
6,634,549 sh
Holdings current value
$564.87M
Avg closing price
$79.63
Last action
Added 10.8%
2026Q1
Current —
24
S
SWKSSKYWORKS SOLUTIONS INC
Technology·Semiconductors
1.70%
of portfolio
Number of shares
5,630,049 sh
Holdings current value
$499.27M
Avg closing price
$77.94
-21.0%
Last action
Added 162.1%
2026Q1
Current $61.55
25
N
NWLNEWELL BRANDS INC
Consumer Defensive·Household & Personal Products
1.66%
of portfolio
Number of shares
49,010,425 sh
Holdings current value
$488.14M
Avg closing price
$6.28
-34.1%
Last action
Trimmed 4.3%
2026Q1
Current $4.14
26
E
EIXEDISON INTL
Utilities·Utilities - Regulated Electric
1.46%
of portfolio
Number of shares
5,374,322 sh
Holdings current value
$429.09M
Avg closing price
$71.81
-2.0%
Last action
Exited
2025Q1
Current $70.34
27
E
EQHEQUITABLE HLDGS INC
Financial Services·Asset Management
1.31%
of portfolio
Number of shares
8,191,328 sh
Holdings current value
$386.38M
Avg closing price
$40.91
+1.7%
Last action
Added 1.7%
2026Q1
Current $41.60
28
A
AVTAVNET INC
Technology·Electronics & Computer Distribution
1.29%
of portfolio
Number of shares
7,269,195 sh
Holdings current value
$380.32M
Avg closing price
$51.54
+51.6%
Last action
Trimmed 15.6%
2026Q1
Current $78.11
29
N
NOKNOKIA CORPADR
Technology·Communication Equipment
1.26%
of portfolio
Number of shares
83,842,975 sh
Holdings current value
$371.42M
Avg closing price
$4.29
+140.8%
Last action
Trimmed 25.4%
2026Q1
Current $10.33
30
G
G87052109TE CONNECTIVITY PLC
1.19%
of portfolio
Number of shares
2,441,504 sh
Holdings current value
$349.06M
Avg closing price
$150.88
Last action
Trimmed 7.8%
2026Q1
Current —
31
F
FMSFRESENIUS MED CARE AG&CO KGAADR
Healthcare·Medical Care Facilities
1.18%
of portfolio
Number of shares
15,283,025 sh
Holdings current value
$346.01M
Avg closing price
$19.27
+18.0%
Last action
Added 2.0%
2026Q1
Current $22.74
32
D
DALDELTA AIR LINES INC DEL
Industrials·Airlines
1.02%
of portfolio
Number of shares
4,932,270 sh
Holdings current value
$298.40M
Avg closing price
$50.76
+34.7%
Last action
Trimmed 3.4%
2026Q1
Current $68.37
33
V
VOYAVOYA FINANCIAL INC
Financial Services·Financial Conglomerates
0.84%
of portfolio
Number of shares
3,567,103 sh
Holdings current value
$245.52M
Avg closing price
$71.08
+11.0%
Last action
Added 1.3%
2026Q1
Current $78.87
34
S
SHELSHELL PLCADR
Energy·Oil & Gas Integrated
0.76%
of portfolio
Number of shares
3,577,175 sh
Holdings current value
$224.11M
Avg closing price
$72.14
+23.8%
Last action
Trimmed 2.2%
2026Q1
Current $89.27
35
G
G2519Y108CREDICORP LTD
0.67%
of portfolio
Number of shares
1,080,579 sh
Holdings current value
$198.09M
Avg closing price
$168.34
Last action
Trimmed 12.7%
2026Q1
Current —
36
P
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
0.63%
of portfolio
Number of shares
6,951,579 sh
Holdings current value
$184.43M
Avg closing price
$27.92
-4.5%
Last action
Trimmed 8.0%
2026Q1
Current $26.67
37
A
AAPADVANCE AUTO PARTS INC
Consumer Cyclical·Auto Parts
0.53%
of portfolio
Number of shares
3,270,897 sh
Holdings current value
$154.68M
Avg closing price
$47.04
+23.6%
Last action
Added 11.1%
2026Q1
Current $58.16
38
Z
ZTOZTO EXPRESS CAYMAN INCADR
Industrials·Integrated Freight & Logistics
0.52%
of portfolio
Number of shares
7,860,285 sh
Holdings current value
$153.67M
Avg closing price
$21.08
+21.0%
Last action
Trimmed 1.5%
2026Q1
Current $25.51
39
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.50%
of portfolio
Number of shares
616,767 sh
Holdings current value
$147.85M
Avg closing price
$210.74
+47.9%
Last action
Trimmed 0.8%
2026Q1
Current $311.69
40
C
CRBGCOREBRIDGE FINL INC
Financial Services·Asset Management
0.47%
of portfolio
Number of shares
4,638,455 sh
Holdings current value
$138.83M
Avg closing price
$31.82
-16.6%
Last action
Added 278.6%
2026Q1
Current $26.54
41
C
CICIGNA CORP NEW
Healthcare·Healthcare Plans
0.46%
of portfolio
Number of shares
491,459 sh
Holdings current value
$135.71M
Avg closing price
$325.40
-14.0%
Last action
Added 1.6%
2026Q1
Current $279.72
42
M
MHKMOHAWK INDS INC
Consumer Cyclical·Furnishings, Fixtures & Appliances
0.44%
of portfolio
Number of shares
1,088,268 sh
Holdings current value
$129.65M
Avg closing price
$113.18
-4.3%
Last action
Trimmed 3.0%
2026Q1
Current $108.27
43
O
OLNOLIN CORP
Basic Materials·Chemicals
0.43%
of portfolio
Number of shares
3,709,611 sh
Holdings current value
$125.38M
Avg closing price
$41.57
-36.9%
Last action
Trimmed 2.0%
2026Q1
Current $26.22
44
C
CNOCNO FINL GROUP INC
Financial Services·Insurance - Life
0.40%
of portfolio
Number of shares
3,179,386 sh
Holdings current value
$118.30M
Avg closing price
$27.76
+57.6%
Last action
Added 0.3%
2026Q1
Current $43.75
45
S
SPBSPECTRUM BRANDS HLDGS INC NE
Consumer Defensive·Household & Personal Products
0.38%
of portfolio
Number of shares
1,333,345 sh
Holdings current value
$112.65M
Avg closing price
$71.12
+18.6%
Last action
Trimmed 4.5%
2026Q1
Current $84.33
46
C
CSCOCISCO SYS INC
Technology·Communication Equipment
0.37%
of portfolio
Number of shares
1,857,059 sh
Holdings current value
$109.94M
Avg closing price
$50.57
+75.2%
Last action
Trimmed 4.5%
2026Q1
Current $88.59
47
G
GLGLOBE LIFE INC
Financial Services·Insurance - Life
0.36%
of portfolio
Number of shares
960,216 sh
Holdings current value
$107.08M
Avg closing price
$89.95
+71.2%
Last action
Added 5.5%
2026Q1
Current $153.97
48
K
KSPIKASPI KZ JSCADR
Technology·Software - Infrastructure
0.36%
of portfolio
Number of shares
1,126,704 sh
Holdings current value
$106.71M
Avg closing price
$99.22
-14.2%
Last action
Trimmed 2.9%
2026Q1
Current $85.17
49
C
CNXCCONCENTRIX CORP
Technology·Information Technology Services
0.35%
of portfolio
Number of shares
2,349,599 sh
Holdings current value
$101.67M
Avg closing price
$52.18
-48.7%
Last action
Added 0.7%
2026Q1
Current $26.77
50
M
MSMORGAN STANLEY
Financial Services·Capital Markets
0.32%
of portfolio
Number of shares
748,984 sh
Holdings current value
$94.16M
Avg closing price
$99.65
+89.3%
Last action
Added 0.6%
2026Q1
Current $188.65
51
J
JELDJELD-WEN HLDG INC
Industrials·Building Products & Equipment
0.31%
of portfolio
Number of shares
11,165,246 sh
Holdings current value
$91.44M
Avg closing price
$12.78
-89.8%
Last action
Exited
2025Q2
Current $1.30
52
W
WBSWEBSTER FINL CORP
Financial Services·Banks - Regional
0.30%
of portfolio
Number of shares
1,600,928 sh
Holdings current value
$88.40M
Avg closing price
$44.13
+62.5%
Last action
Trimmed 43.7%
2026Q1
Current $71.73
53
H
HUNHUNTSMAN CORP
Basic Materials·Chemicals
0.29%
of portfolio
Number of shares
4,695,678 sh
Holdings current value
$84.66M
Avg closing price
$17.91
-24.4%
Last action
Added 2.4%
2026Q1
Current $13.55
54
D
DRHDIAMONDROCK HOSPITALITY COREIT
Real Estate·REIT - Hotel & Motel
0.26%
of portfolio
Number of shares
8,600,791 sh
Holdings current value
$77.67M
Avg closing price
$8.44
+20.1%
Last action
Trimmed 22.4%
2026Q1
Current $10.14
55
G
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
0.26%
of portfolio
Number of shares
133,409 sh
Holdings current value
$76.39M
Avg closing price
$454.55
+104.9%
Last action
Exited
2026Q1
Current $931.30
56
3
37MMRC GLOBAL INC
0.25%
of portfolio
Number of shares
5,825,650 sh
Holdings current value
$74.45M
Avg closing price
$12.91
Last action
Exited
2025Q4
Current —
57
R
RHIROBERT HALF INTL INC
Industrials·Staffing & Employment Services
0.24%
of portfolio
Number of shares
1,020,340 sh
Holdings current value
$71.89M
Avg closing price
$37.92
-28.3%
Last action
Added
2026Q1
Current $27.20
58
E
ELVANTHEM INC
Healthcare·Healthcare Plans
0.24%
of portfolio
Number of shares
193,997 sh
Holdings current value
$71.57M
Avg closing price
$521.57
-33.6%
Last action
Added 2.0%
2026Q1
Current $346.29
59
G
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
0.24%
of portfolio
Number of shares
270,775 sh
Holdings current value
$71.35M
Avg closing price
$290.06
+9.9%
Last action
Trimmed 40.7%
2026Q1
Current $318.71
60
U
UHSUNIVERSAL HLTH SVCS INC
Healthcare·Medical Care Facilities
0.24%
of portfolio
Number of shares
394,274 sh
Holdings current value
$70.74M
Avg closing price
$204.07
-11.2%
Last action
Trimmed 33.7%
2026Q1
Current $181.18
61
H
HSICHENRY SCHEIN INC
Healthcare·Medical Distribution
0.23%
of portfolio
Number of shares
983,313 sh
Holdings current value
$68.05M
Avg closing price
$64.11
+22.0%
Last action
Trimmed 0.0%
2026Q1
Current $78.22
62
K
KFYKORN FERRY
Industrials·Staffing & Employment Services
0.23%
of portfolio
Number of shares
1,001,715 sh
Holdings current value
$67.57M
Avg closing price
$67.49
-3.2%
Last action
Added 0.6%
2026Q1
Current $65.35
63
X
XOMEXXON MOBIL CORP
Energy·Oil & Gas Integrated
0.22%
of portfolio
Number of shares
596,389 sh
Holdings current value
$64.15M
Avg closing price
$114.76
+31.2%
Last action
Trimmed 6.8%
2026Q1
Current $150.53
64
G
GJBSTEELCASE INC
0.22%
of portfolio
Number of shares
5,373,342 sh
Holdings current value
$63.51M
Avg closing price
$12.76
Last action
Exited
2025Q4
Current —
65
O
ONBOLD NATL BANCORP IND
Financial Services·Banks - Regional
0.22%
of portfolio
Number of shares
2,915,148 sh
Holdings current value
$63.27M
Avg closing price
$17.51
+37.0%
Last action
Added 6.4%
2026Q1
Current $23.99
66
W
WABWABTEC
Industrials·Railroads
0.21%
of portfolio
Number of shares
332,745 sh
Holdings current value
$63.09M
Avg closing price
$162.24
+66.1%
Last action
Added 0.4%
2026Q1
Current $269.45
67
G
G0084W101ADIENT PLC
0.21%
of portfolio
Number of shares
3,629,452 sh
Holdings current value
$62.54M
Avg closing price
$21.70
Last action
Trimmed 1.1%
2026Q1
Current —
68
R
REZIRESIDEO TECHNOLOGIES INC
Industrials·Industrial Distribution
0.21%
of portfolio
Number of shares
2,672,191 sh
Holdings current value
$61.59M
Avg closing price
$19.64
+106.8%
Last action
Added 0.2%
2026Q1
Current $40.63
69
M
MBUUMALIBU BOATS INC
Consumer Cyclical·Recreational Vehicles
0.19%
of portfolio
Number of shares
1,523,353 sh
Holdings current value
$57.26M
Avg closing price
$34.70
-24.1%
Last action
Trimmed 1.6%
2026Q1
Current $26.34
70
V
VREXVAREX IMAGING CORP
Healthcare·Medical Devices
0.19%
of portfolio
Number of shares
3,813,905 sh
Holdings current value
$55.64M
Avg closing price
$13.24
-7.4%
Last action
Added 0.1%
2026Q1
Current $12.26
71
L
L72967109ORION ENGINEERED CARBONS S A
0.18%
of portfolio
Number of shares
3,312,290 sh
Holdings current value
$52.30M
Avg closing price
$17.70
Last action
Added 0.5%
2026Q1
Current —
72
T
TRSTRIMAS CORP
Consumer Cyclical·Packaging & Containers
0.18%
of portfolio
Number of shares
2,120,612 sh
Holdings current value
$52.15M
Avg closing price
$25.60
+41.4%
Last action
Trimmed 19.9%
2026Q1
Current $36.20
73
C
CBRECBRE GROUP INC
Real Estate·Real Estate Services
0.18%
of portfolio
Number of shares
395,439 sh
Holdings current value
$51.92M
Avg closing price
$91.02
+64.0%
Last action
Added 1.5%
2026Q1
Current $149.31
74
U
UVVUNIVERSAL CORP VA
Consumer Defensive·Tobacco
0.17%
of portfolio
Number of shares
915,380 sh
Holdings current value
$50.20M
Avg closing price
$48.21
+11.5%
Last action
Added 0.2%
2026Q1
Current $53.77
75
G
G3922B107GENPACT LIMITED
0.17%
of portfolio
Number of shares
1,163,859 sh
Holdings current value
$49.99M
Avg closing price
$32.19
Last action
Trimmed 0.0%
2026Q1
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MGA
5.52% · +3.5%
CTSH
4.62% · -28.3%
COF
3.74% · +10.3%
BAX
3.34% · -36.9%
WFC
3.30% · +14.6%
C
3.29% · +82.6%
CHTR
3.27% · -29.5%
GPN
3.16% · -39.4%
HUM
3.12% · -15.3%
DG
3.04% · +61.0%
CVS
3.00% · +75.7%
SSNC
2.98% · -7.5%
UBS GROUP AG
2.79%
DOW
2.57% · -4.0%
BMY
2.56% · +4.3%
BAC
2.48% · +19.4%
LEA
2.47% · +37.0%
MET
2.45% · -7.1%
TSN
2.34% · +13.6%
MEDTRONIC PLC
2.23%
NOV
2.06% · +38.5%
PVH
1.93% · -9.8%
AMDOCS LTD
1.92%
SWKS
1.70% · -30.6%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services36 pos$6.40B24.3%
  • Healthcare21 pos$4.58B17.4%
  • Technology15 pos$3.89B14.8%
  • Consumer Cyclical18 pos$3.57B13.6%
  • Consumer Defensive8 pos$2.30B8.7%
  • Industrials15 pos$2.00B7.6%
  • Basic Materials8 pos$1.03B3.9%
  • Communication Services3 pos$989.8M3.8%
  • Energy4 pos$935.6M3.6%
  • Utilities3 pos$432.2M1.6%
  • Real Estate4 pos$189.4M0.7%
(10.4% unclassified, excluded from %)