Richard Pzena - Pzena Investment Management

History Stock Activity ▲ Share change % change to portfolio
Q4  2025
≡ GS - Goldman Sachs Group Reduce 90.11% 111,327 0.27
≡ CHTR - Charter Communications Reduce 70.69% 286,366 0.17
≡ TRS - TriMas Corp. Reduce 58.66% 763,894 0.09
≡ TEL - TE Connectivity plc Reduce 57.03% 1,077,685 0.73
≡ WCC - WESCO International Inc. Reduce 46.68% 99,452 0.07
≡ KB - Kb Financial Group Inc ADR Reduce 46.45% 16,498 0.00
≡ PBR.A - Petroleo Brasil Sp Pref ADR Reduce 45.80% 105,542 0.00
≡ MDT - Medtronic plc Reduce 45.70% 2,709,234 0.78
≡ MS - Morgan Stanley Reduce 39.89% 313,358 0.17
≡ VALE - Vale SA Reduce 39.58% 113,149 0.01
≡ BABA - Alibaba Group Holdings Reduce 38.51% 15,933 0.01
≡ DRH - DiamondRock Hospitality Co. Reduce 38.06% 3,267,480 0.09
≡ TSM - Taiwan Semiconductor S.A. Reduce 38.00% 16,143 0.01
≡ REZI - Resideo Technologies Inc. Reduce 37.73% 831,842 0.08
≡ BIDU - Baidu Inc. Reduce 32.59% 27,321 0.01
≡ DAL - Delta Air Lines Inc. Reduce 29.49% 1,247,625 0.26
≡ BCS - Barclays plc ADR Reduce 25.34% 15,258 0.00
≡ BFH - Bread Financial Holdings Inc. Reduce 18.50% 145,287 0.03
≡ C - Citigroup Inc. Reduce 15.30% 1,916,869 0.67
≡ CMA - Comerica Inc. Reduce 11.23% 47,313 0.01
≡ MT - ArcelorMittal Reduce 10.31% 3,961 0.00
≡ GCO - Genesco Inc. Reduce 10.24% 141,922 0.01
≡ INTC - Intel Corp. Reduce 9.62% 800 0.00
≡ CSCO - Cisco Systems Reduce 9.58% 148,001 0.03
≡ DG - Dollar General Reduce 8.57% 1,000,846 0.40
≡ MBC - Masterbrand Inc Reduce 8.18% 337,133 0.01
≡ ARCO - Arcos Dorados Holdings Inc. Reduce 7.57% 864,730 0.02
≡ AEBI - Aebi Schmidt Holding Ag Reduce 7.17% 328,450 0.01
≡ USNA - USANA Health Sciences Reduce 6.45% 78,159 0.00
≡ HVT - Haverty Furniture Reduce 6.42% 99,999 0.01
≡ COLB - Columbia Banking System Inc. Reduce 6.33% 121,952 0.01
≡ HELE - Helen of Troy Ltd. Reduce 6.25% 63,188 0.00
≡ VREX - Varex Imaging Corp. Reduce 5.62% 237,659 0.01
≡ WSFS - WSFS Financial Corp. Reduce 5.56% 51,597 0.01
≡ ZTO - ZTO Express Reduce 5.24% 418,953 0.03
≡ ONB - Old National Bancorp Reduce 4.38% 115,428 0.01
≡ SHG - Shinhan Financial Group Company Reduce 4.30% 40,974 0.01
≡ PLOW - Douglas Dynamics Reduce 4.16% 92,215 0.01
≡ HSIC - Henry Schein Inc. Reduce 4.13% 38,267 0.01
≡ ASB - Associated Banc-Corp Reduce 4.09% 74,442 0.01
≡ SCSC - ScanSource Inc. Reduce 4.03% 38,143 0.00
≡ UVSP - Univest Financial Corp. Reduce 3.89% 34,667 0.00
≡ NVST - Envista Holdings Corp. Reduce 3.69% 89,007 0.01
≡ KOP - Koppers Holdings Inc. Reduce 3.60% 45,020 0.00
≡ CNO - CNO Financial Group Inc. Reduce 3.12% 79,253 0.01
≡ UVV - Universal Corp. Reduce 2.91% 9,826 0.00
≡ SHEL - Shell plc Reduce 2.76% 93,004 0.02
≡ MMI - Marcus & Millichap Inc. Reduce 2.69% 17,008 0.00
≡ HDB - HDFC Bank Ltd. Reduce 2.41% 20,719 0.00
≡ KFY - Korn Ferry Reduce 2.40% 19,509 0.00
≡ OEC - Orion SA Reduce 2.39% 112,229 0.00
≡ HOFT - Hooker Furniture Corp. Reduce 2.35% 33,312 0.00
≡ SPB - Spectrum Brands Holdings Inc. Reduce 2.34% 57,537 0.01
≡ WFC - Wells Fargo Reduce 2.32% 236,732 0.07
≡ GL - Globe Life Inc. Reduce 2.25% 22,459 0.01
≡ TFX - Teleflex Reduce 2.07% 8,018 0.00
≡ ABEV - Ambev S.A. Reduce 2.06% 93,085 0.00
≡ CVS - CVS Health Corp. Reduce 1.66% 263,665 0.06
≡ AVT - Avnet Inc. Reduce 1.48% 105,548 0.02
≡ PFE - Pfizer Inc. Reduce 1.34% 88,798 0.01
≡ PVH - PVH Corp. Reduce 0.97% 60,365 0.01
≡ TBI - TrueBlue Inc. Reduce 0.94% 27,225 0.00
≡ JNJ - Johnson & Johnson Reduce 0.93% 2,300 0.00
≡ FITB - Fifth Third Bancorp Reduce 0.78% 7,362 0.00
≡ COF - Capital One Financial Reduce 0.62% 31,281 0.02
≡ AAP - Advance Auto Parts Reduce 0.54% 21,559 0.00
≡ VOYA - Voya Financial Inc. Reduce 0.53% 19,483 0.00
≡ NOV - Nov Inc. Reduce 0.53% 225,605 0.01
≡ KEY - KeyCorp Reduce 0.50% 8,243 0.00
≡ CTSH - Cognizant Technology Solutions Reduce 0.46% 82,189 0.02
≡ FMS - Fresenius Medical Care AG & Co KCaG Reduce 0.43% 64,016 0.00
≡ LEA - Lear Corp. Reduce 0.40% 30,063 0.01
≡ BAC - Bank of America Corp. Reduce 0.36% 23,676 0.00
≡ ADNT - Adient plc Reduce 0.34% 12,610 0.00
≡ WAB - WABTEC Corp. Reduce 0.32% 1,172 0.00
≡ HAL - Halliburton Co. Reduce 0.24% 12,853 0.00
≡ HCA - HCA Healthcare Inc. Reduce 0.23% 230 0.00
≡ AMWD - American Woodmark Corp. Reduce 0.22% 2,525 0.00
≡ AIG - American International Group Reduce 0.18% 772 0.00
≡ ELV - Elevance Health Inc. Reduce 0.18% 387 0.00
≡ OSK - Oshkosh Corp. Reduce 0.17% 892 0.00
≡ LDOS - Leidos Holdings Reduce 0.16% 390 0.00
≡ XOM - Exxon Mobil Corp. Reduce 0.15% 1,025 0.00
≡ WBS - Webster Financial Corp. Reduce 0.00% 65 0.00
≡ AMAT - Applied Materials Sell 100.00% 1,473 0.00
≡ CALM - Cal-Maine Foods Inc. Sell 100.00% 2,860 0.00
≡ DAN - Dana Inc. Sell 100.00% 10,094 0.00
≡ DELL - Dell Technologies Inc. Sell 100.00% 1,685 0.00
≡ CHRW - C.H. Robinson Worldwide Sell 100.00% 16,380 0.01
≡ SCS-OLD - Steelcase Inc. Sell 100.00% 391,559 0.02
≡ FNF - Fidelity National Financial Inc. Sell 100.00% 223,286 0.04
≡ WNS-OLD - WNS Holdings ADR Sell 100.00% 659,313 0.16
≡ MRC-OLD - MRC Global Inc. Sell 100.00% 5,145,005 0.24
Q3  2025
≡ DAN - Dana Inc. Reduce 93.59% 147,325 0.00
≡ CHRW - C.H. Robinson Worldwide Reduce 93.48% 234,840 0.14
≡ SCS-OLD - Steelcase Inc. Reduce 93.20% 5,363,273 0.27
≡ CHTR - Charter Communications Reduce 84.71% 2,244,951 2.00
≡ BIDU - Baidu Inc. Reduce 69.68% 192,607 0.09
≡ WNS-OLD - WNS Holdings ADR Reduce 60.34% 1,003,150 0.24
≡ ABEV - Ambev S.A. Reduce 56.23% 5,800,301 0.04