Richard Pzena

Pzena Investment Management

Richard "Rich" Pzena is a prominent American investment manager, recognized as the founder and chief investment officer of Pzena Investment Management. Based in New York, Pzena has established a reputation for his deep value investment philosophy, focusing on undervalued companies with strong fundamentals. Under his leadership, Pzena Investment Management has grown to manage approximately $80 billion in assets, catering to a diverse client base including institutions and high-net-worth individuals. Pzena Investment Management specializes in deep value investing, employing a disciplined approach that seeks to identify mispriced securities. The firm operates from its headquarters in New York City, with additional offices in London, Melbourne, and Dublin. This global presence allows Pzena to leverage insights across various markets while adhering to its core investment strategy that emphasizes long-term value. Recent disclosures from Pzena Investment Management, covering the period from February 6, 2026, to April 24, 2026, reveal a series of strategic moves including 85 position increases and 92 reductions, with a notable focus on the financial services and technology sectors. The largest disclosed move involved trimming a position in Dollar General Corporation (DG) valued at approximately $598.6 million, highlighting the firm's active management style and response to market conditions.

Latest Trades

CompanyValueActionChangePriceLast Price
Dollar General CorporationDG$819M6.9M sharesTrimQ1 2026 13F$599M$142.58$125.95
Capital One Financial CorporationCOF$836M4.6M sharesTrimQ1 2026 13F$381M$209.18$208.89
Citigroup IncC$927M8.2M sharesTrimQ1 2026 13F$312M$113.88$134.98
UBS Group AGUBS$816M26.5M sharesTrimQ1 2026 13F$285M$42.80$51.91
Baxter International IncBAX$1B64.5M sharesTrimQ1 2026 13F$255M$19.35$22.15
CVS Health CorpCVS$989M13.8M sharesTrimQ1 2026 13F$247M$77.03$107.43
SS&C Technologies Holdings IncSSNC$655M9.7M sharesTrimQ1 2026 13F$246M$76.88$69.96
Wells Fargo & CoWFC$698M8.8M sharesTrimQ1 2026 13F$232M$85.89$86.35
Cognizant Technology Solutions CorporationCTSH$1B20.3M sharesTrimQ1 2026 13F$220M$63.75$44.86
Richard Pzena (Pzena Investment Management) add Unmapped 13F securityPORTFOLIO$201.7MAddQ1 2026 13F$202M----
Magna International, Inc. Common StockMGA$2B25.3M sharesTrimQ1 2026 13F$162M$57.11$66.29
Richard Pzena (Pzena Investment Management) other Unmapped 13F securityPORTFOLIO$154M7.2M sharesOtherQ1 2026 13F$154M$21.45--
Dow Inc.DOW$789M18.9M sharesAddQ1 2026 13F$143M$31.71$29.70
Amdocs Limited - Ordinary SharesDOX$828M12.7M sharesTrimQ1 2026 13F$142M$73.15$51.56
Metlife IncMET$799M11.3M sharesTrimQ1 2026 13F$139M$74.87$92.96
Globant S.A. Common SharesGLOB$137M3M sharesOtherQ1 2026 13F$137M$55.29$31.98
CDW CorporationCDW$135M1.1M sharesOtherQ1 2026 13F$135M$126.36$130.86
Accenture PLCACN$477M2.4M sharesAddQ1 2026 13F$126M$233.00$144.73
Universal Health Services, Inc. Common StockUHS$342M1.9M sharesTrimQ1 2026 13F$118M$205.42$148.02
GLOBAL PAYMENTS IncGPN$782M11.6M sharesTrimQ1 2026 13F$101M$73.75$82.19
Humana Inc.HUM$949M5.5M sharesTrimQ1 2026 13F$94M$204.96$398.42
The Magnum Ice Cream Company N.V.MICC$89M7M sharesOtherQ1 2026 13F$89M$16.20$18.68
Nokia CorpNOK$510M63.4M sharesTrimQ1 2026 13F$85M$7.34$10.20
Webster Financial CorpWBS$28M409.2k sharesTrimQ1 2026 13F$76M$68.46$75.63
PPG Industries, Inc.PPG$799M7.5M sharesAddQ1 2026 13F$72M$113.37$115.70
Advance Auto Parts IncAAP$227M4.3M sharesAddQ1 2026 13F$71M$50.03$52.09
Bristol-Myers Squibb CompanyBMY$1B17.1M sharesAddQ1 2026 13F$69M$58.30$60.85
Corebridge Financial, Inc.CRBG$645M27M sharesTrimQ1 2026 13F$68M$27.99$31.56
Skyworks SolutionsSWKS$863M16.1M sharesAddQ1 2026 13F$62M$58.22$57.51
General Dynamics CorpGD$37M107.5k sharesTrimQ1 2026 13F$62M$354.71$370.10
TE Connectivity LtdTEL$126M604k sharesTrimQ1 2026 13F$58M$220.68$203.14
Shell PLCSHEL$297M3.2M sharesAddQ1 2026 13F$56M$80.80$86.14
LKQ CorporationLKQ$183M6.2M sharesAddQ1 2026 13F$51M$32.07$24.92
NOV Inc.NOV$706M37.5M sharesAddQ1 2026 13F$47M$18.81$19.39
Bank of America CorpBAC$313M6.4M sharesTrimQ1 2026 13F$43M$51.60$61.59
Concentrix CorpCNXC$81M2.9M sharesTrimQ1 2026 13F$41M$35.49$25.62
Richard Pzena (Pzena Investment Management) trim Unmapped 13F securityPORTFOLIO$166M4.5M sharesTrimQ1 2026 13F$40M$37.11--
Olin CorporationOLN$132M4.4M sharesAddQ1 2026 13F$38M$29.73$21.86
Lear CorporationLEA$818M6.8M sharesTrimQ1 2026 13F$37M$124.66$140.47
Teleflex IncTFX$84M699.1k sharesAddQ1 2026 13F$37M$110.25$131.75
Richard Pzena (Pzena Investment Management) add Unmapped 13F securityPORTFOLIO$54M2M sharesAddQ1 2026 13F$37M$26.59--
Medtronic plcMDT$274M3.2M sharesTrimQ1 2026 13F$36M$95.80$83.55
Comerica IncorporatedCMA$-32.5MExitQ1 2026 13F$33M$92.09$88.67
Robert Half International IncRHI$152M6M sharesAddQ1 2026 13F$32M$26.45$36.70
Fifth Third BancorpFITB$76M1.6M sharesAddQ1 2026 13F$32M$48.48$57.53
Spectrum Brands Holdings IncSPB$172M2.3M sharesAddQ1 2026 13F$30M$71.24$89.60
ZTO ExpressZTO$188M7.5M sharesAddQ1 2026 13F$29M$25.17$24.55
Richard Pzena (Pzena Investment Management) other Unmapped 13F securityPORTFOLIO$29M2M sharesOtherQ1 2026 13F$29M$14.46--
Exxon Mobil Corp (2)XOM$105M617.1k sharesAddQ1 2026 13F$25M$152.80$144.49
Charter Communications, Inc.CHTR$-24.8MExitQ1 2026 13F$25M$226.34$131.24
Showing 1-50 of 166
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