Richard Pzena - Pzena Investment Management
| History | Stock | Activity | Share change | % change to portfolio ▲ |
| Q2 2026 | ≡ | CRM - Salesforce.com | Buy | 1,502 | 0.00 | ≡ | EXPE - Expedia Group Inc. | Buy | 1,060 | 0.00 | ≡ | GEV - Ge Vernova Inc | Buy | 184 | 0.00 | ≡ | NVDA - NVIDIA Corp. | Buy | 1,445 | 0.00 | ≡ | ORCL - Oracle Corp. | Buy | 2,076 | 0.00 | ≡ | QRVO-OLD - Qorvo Inc. | Buy | 3,045 | 0.00 | ≡ | SAP - SAP SE | Buy | 6,554 | 0.00 | ≡ | STT - State Street Corp. | Buy | 1,231 | 0.00 | ≡ | TOST - Toast Inc. | Buy | 10,945 | 0.00 | ≡ | ZBRA - Zebra Technologies Corp. | Buy | 1,359 | 0.00 | ≡ | CRUS - Cirrus Logic Inc. | Sell 100.00% | 2,114 | 0.00 | ≡ | HIG - Hartford Financial Svc.Gp. | Sell 100.00% | 2,127 | 0.00 | ≡ | HOLX-OLD - Hologic Inc. | Sell 100.00% | 3,964 | 0.00 | ≡ | INTU - Intuit Inc. | Sell 100.00% | 560 | 0.00 | ≡ | TMUS - T-Mobile US Inc. | Sell 100.00% | 975 | 0.00 | ≡ | TRS - TriMas Corp. | Sell 100.00% | 9,923 | 0.00 | ≡ | WBS-OLD - Webster Financial Corp. | Reduce 99.22% | 406,018 | 0.00 | ≡ | PBR.A - Petroleo Brasil Sp Pref ADR | Reduce 73.02% | 143,832 | 0.00 | ≡ | VALE - Vale SA | Reduce 68.70% | 129,642 | 0.00 | ≡ | KB - Kb Financial Group Inc ADR | Reduce 59.84% | 11,383 | 0.00 | ≡ | MT - ArcelorMittal | Reduce 55.57% | 10,229 | 0.00 | ≡ | BIDU - Baidu Inc. | Reduce 14.95% | 7,293 | 0.00 | ≡ | BABA - Alibaba Group Holdings | Reduce 5.89% | 1,674 | 0.00 | ≡ | EQNR - Equinor ASA | Reduce 5.75% | 2,328 | 0.00 | ≡ | SOLV - Solventum Corp | Reduce 5.03% | 22,148 | 0.00 | ≡ | KEY - KeyCorp | Reduce 3.73% | 61,886 | 0.00 | ≡ | SHG - Shinhan Financial Group Company | Reduce 3.07% | 21,177 | 0.00 | ≡ | HSBC - HSBC Holdings plc | Reduce 1.65% | 395 | 0.00 | ≡ | CNO - CNO Financial Group Inc. | Reduce 1.18% | 29,256 | 0.00 | ≡ | JPM - JPMorgan Chase & Co. | Reduce 0.94% | 3,168 | 0.00 | ≡ | UVSP - Univest Financial Corp. | Reduce 0.93% | 7,797 | 0.00 | ≡ | MSFT - Microsoft Corp. | Reduce 0.92% | 7 | 0.00 | ≡ | MHK - Mohawk Industries | Reduce 0.87% | 9,973 | 0.00 | ≡ | FMS - Fresenius Medical Care AG & Co KCaG | Reduce 0.40% | 60,741 | 0.00 | ≡ | MDT - Medtronic plc | Reduce 0.29% | 9,016 | 0.00 | ≡ | DRH - DiamondRock Hospitality Co. | Reduce 0.18% | 5,019 | 0.00 | ≡ | LDOS - Leidos Holdings | Reduce 0.04% | 88 | 0.00 | ≡ | TTE - TotalEnergies SE | Reduce 0.01% | 2 | 0.00 | ≡ | TGT - Target Corp. | Add 0.03% | 128 | 0.00 | ≡ | NWL - Newell Brands Inc. | Add 0.39% | 187,729 | 0.00 | ≡ | PFE - Pfizer Inc. | Add 0.57% | 34,030 | 0.00 | ≡ | ARCO - Arcos Dorados Holdings Inc. | Add 0.59% | 63,192 | 0.00 | ≡ | STZ - Constellation Brands | Add 0.59% | 3,519 | 0.00 | ≡ | GD - General Dynamics | Add 1.03% | 1,107 | 0.00 | ≡ | WSFS - WSFS Financial Corp. | Add 1.13% | 9,908 | 0.00 | ≡ | CBRE - CBRE Group | Add 1.30% | 3,910 | 0.00 | ≡ | AIG - American International Group | Add 1.53% | 6,870 | 0.00 | ≡ | GCO - Genesco Inc. | Add 1.68% | 18,140 | 0.00 | ≡ | ELV - Elevance Health Inc. | Add 2.00% | 4,399 | 0.00 | ≡ | HCA - HCA Healthcare Inc. | Add 2.48% | 2,337 | 0.00 | ≡ | OEC - Orion SA | Add 3.74% | 172,062 | 0.00 | ≡ | TBI - TrueBlue Inc. | Add 7.63% | 219,178 | 0.00 | ≡ | ADBE - Adobe Inc. | Add 8.32% | 84 | 0.00 | ≡ | SMFG - Sumitomo Mitsui Spons ADR | Add 14.67% | 4,774 | 0.00 | ≡ | BCS - Barclays plc ADR | Add 14.74% | 2,637 | 0.00 | ≡ | PHG - Koninklijke Philips Electronics NV | Add 15.85% | 6,600 | 0.00 | ≡ | ING - ING Group NV | Add 17.60% | 14,199 | 0.00 | ≡ | GSK - GSK plc | Add 30.20% | 5,684 | 0.00 | ≡ | SNY - Sanofi Aventis | Add 32.55% | 6,214 | 0.00 | ≡ | TAK - Takeda Pharmaceutical Co. Ltd | Add 33.36% | 9,460 | 0.00 | ≡ | ADSK - Autodesk Inc. | Add 47.94% | 488 | 0.00 | ≡ | ABEV - Ambev S.A. | Reduce 20.72% | 977,439 | 0.01 | ≡ | HELE - Helen of Troy Ltd. | Reduce 11.11% | 84,596 | 0.01 | ≡ | DNOW - NOW Inc. | Reduce 6.52% | 201,833 | 0.01 | ≡ | OSK - Oshkosh Corp. | Reduce 5.26% | 23,090 | 0.01 | ≡ | MS - Morgan Stanley | Reduce 4.59% | 21,873 | 0.01 | ≡ | XOM - ExxonMobil Holdings Corp. | Reduce 4.49% | 27,695 | 0.01 | ≡ | HAL - Halliburton Co. | Reduce 3.48% | 141,339 | 0.01 | ≡ | FITB - Fifth Third Bancorp | Reduce 3.12% | 51,060 | 0.01 | ≡ | HSIC - Henry Schein Inc. | Reduce 3.03% | 26,906 | 0.01 | ≡ | CI - Cigna Group | Reduce 2.84% | 16,412 | 0.01 | ≡ | CSCO - Cisco Systems | Reduce 2.09% | 27,411 | 0.01 | ≡ | ZTO - ZTO Express | Reduce 1.86% | 138,600 | 0.01 | ≡ | COF - Capital One Financial | Add 0.30% | 13,800 | 0.01 | ≡ | WFC - Wells Fargo | Add 0.62% | 54,340 | 0.01 | ≡ | KT - KT Corp. | Add 1.55% | 110,953 | 0.01 | ≡ | GPC - Genuine Parts | Add 3.11% | 17,882 | 0.01 | ≡ | ASB - Associated Banc-Corp | Add 3.50% | 67,261 | 0.01 | ≡ | ADNT - Adient plc | Add 3.73% | 135,729 | 0.01 | ≡ | COLB - Columbia Banking System Inc. | Add 4.73% | 96,103 | 0.01 | ≡ | AEBI - Aebi Schmidt Holding Ag | Add 5.07% | 208,487 | 0.01 | ≡ | ONB - Old National Bancorp | Add 5.56% | 149,855 | 0.01 | ≡ | MBUU - Malibu Boats Inc. | Add 5.70% | 96,804 | 0.01 | ≡ | HDB - HDFC Bank Ltd. | Add 6.18% | 93,975 | 0.01 | ≡ | MMI - Marcus & Millichap Inc. | Add 6.37% | 128,238 | 0.01 | ≡ | HVT - Haverty Furniture | Add 7.07% | 103,303 | 0.01 | ≡ | USNA - USANA Health Sciences | Add 8.72% | 96,654 | 0.01 | ≡ | KFY - Korn Ferry | Add 8.81% | 70,242 | 0.01 | ≡ | VREX - Varex Imaging Corp. | Add 8.82% | 352,101 | 0.01 | ≡ | UVV - Universal Corp. | Add 10.32% | 33,989 | 0.01 | ≡ | HOFT - Hooker Furniture Corp. | Add 11.89% | 163,898 | 0.01 | ≡ | MSM - MSC Industrial Direct | Reduce 15.96% | 70,946 | 0.02 | ≡ | KOP - Koppers Holdings Inc. | Reduce 12.25% | 148,091 | 0.02 | ≡ | HUN - Huntsman Corp. | Reduce 11.26% | 654,687 | 0.02 | ≡ | BAC - Bank of America Corp. | Reduce 1.75% | 112,391 | 0.02 | ≡ | TSN - Tyson Foods | Reduce 0.81% | 139,062 | 0.02 | ≡ | BMY - Bristol-Myers Squibb | Reduce 0.52% | 88,687 | 0.02 | ≡ | GPN - Global Payments Inc. | Add 0.65% | 76,048 | 0.02 | ≡ | AAP - Advance Auto Parts | Add 2.06% | 88,412 | 0.02 | ≡ | UHS - Universal Health Services Inc. | Add 2.99% | 57,092 | 0.02 |