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.

History Trades

CompanyValueActionChangePriceLast Price
Dell Technologies IncDELL$-238.9KExitQ4 2025 13F$239k$140.87$381.71
Richard Pzena (Pzena Investment Management) other Unmapped 13F securityPORTFOLIO$216k3.4k sharesOtherQ4 2025 13F$216k$63.84--
Dana IncorporatedDAN$-202.3KExitQ4 2025 13F$202k$21.16$26.81
Koninklijke Philips NVPHG$200.4KAddQ4 2025 13F$200k$27.66$27.29
Arcelor Mittal NY Registry Shares NEWMT$181.6KAddQ4 2025 13F$182k--$66.39
Sumitomo Mitsui Financial Group Inc Unsponsored American Depositary SharesSMFG$137.1KAddQ4 2025 13F$137k$17.33$25.23
Haverty Furniture Companies, Inc.HVT$-107.4KTrimQ4 2025 13F$107k--$26.23
Richard Pzena (Pzena Investment Management) trim Unmapped 13F securityPORTFOLIO$1M44.9k sharesTrimQ4 2025 13F$101k$25.45--
Richard Pzena (Pzena Investment Management) add Unmapped 13F securityPORTFOLIO$69M2.1M sharesAddQ4 2025 13F$73k$32.65--
Merck & Co., Inc.MRK$70.9KAddQ4 2025 13F$71k$93.87$127.52
The Hartford Insurance Group, Inc. Common StockHIG$61.7KAddQ4 2025 13F$62k$131.95$136.65
Cirrus Logic, Inc.CRUS$-15.1KTrimQ4 2025 13F$15k$123.10$138.86
Halozyme Therapeutics, Inc.HALO$-13.3KTrimQ4 2025 13F$13k$67.27$77.54
Adobe IncADBE$10.0KAddQ4 2025 13F$10k$340.09$218.36
GE AerospaceGE$5.3KAddQ4 2025 13F$5.3k$301.12$340.30
Intel CorpINTC$-1.7KTrimQ4 2025 13F$1.7k$37.76$105.45
Charter Communications, Inc.CHTR$-971.9MTrimQ3 2025 13F$972M$302.19$129.22
Magna International, Inc. Common StockMGA$363.7MAddQ3 2025 13F$364M$44.07$66.04
Universal Health Services, Inc. Common StockUHS$257.6MAddQ3 2025 13F$258M$179.92$147.71
Medtronic plcMDT$-207.3MTrimQ3 2025 13F$207M$91.93$83.55
Cognizant Technology Solutions CorporationCTSH$-173.8MTrimQ3 2025 13F$174M$76.98$44.86
Dollar General CorporationDG$-148.4MTrimQ3 2025 13F$148M$109.64$125.95
UBS Group AGUBS$137.3MAddQ3 2025 13F$137M$38.84$51.91
Citigroup IncC$116.5MAddQ3 2025 13F$117M$94.89$132.27
Baxter International IncBAX$115.6MAddQ3 2025 13F$116M$25.36$21.74
Dow Inc.DOW$-94.5MTrimQ3 2025 13F$94M$24.91$31.16
PVH Corp. Common StockPVH$84.4MAddQ3 2025 13F$84M$78.53$77.65
Accenture PLCACN$83.3MOtherQ3 2025 13F$83M$260.75$144.73
Capital One Financial CorporationCOF$-79.5MTrimQ3 2025 13F$80M$218.92$201.36
PPG Industries, Inc.PPG$68.4MAddQ3 2025 13F$68M$111.14$115.70
Metlife IncMET$61.3MAddQ3 2025 13F$61M$78.70$92.96
Richard Pzena (Pzena Investment Management) other Unmapped 13F securityPORTFOLIO$57M4.6M sharesOtherQ3 2025 13F$57M$12.47--
Amdocs Limited - Ordinary SharesDOX$-56.7MTrimQ3 2025 13F$57M$86.68$51.02
Halliburton CompanyHAL$55.4MAddQ3 2025 13F$55M$22.12$33.19
Richard Pzena (Pzena Investment Management) trim Unmapped 13F securityPORTFOLIO$50M659.3k sharesTrimQ3 2025 13F$55M$76.27--
Steelcase Inc.SCS$-53.3MTrimQ3 2025 13F$53M--$16.14
Humana Inc.HUM$52.1MAddQ3 2025 13F$52M$262.97$398.42
Spectrum Brands Holdings IncSPB$51.1MAddQ3 2025 13F$51M$55.43$89.60
Corebridge Financial, Inc.CRBG$51.0MAddQ3 2025 13F$51M$34.17$31.54
Credicorp Ltd. (BAP)BAP$50.7MAddQ3 2025 13F$51M$247.38$388.59
The Shyft Group IncSHYF$-44.9MExitQ3 2025 13F$45M--$12.54
Advance Auto Parts IncAAP$41.0MAddQ3 2025 13F$41M$59.11$55.49
CVS Health CorpCVS$39.4MAddQ3 2025 13F$39M$68.53$107.43
SS&C Technologies Holdings IncSSNC$37.1MAddQ3 2025 13F$37M$86.55$69.96
Resideo Technologies, Inc.REZI$35.9MAddQ3 2025 13F$36M$31.24$35.30
Synovus Financial CorpSNV$-35.2MExitQ3 2025 13F$35M$51.24$50.05
Skyworks SolutionsSWKS$35.0MAddQ3 2025 13F$35M$74.48$60.48
Lear CorporationLEA$32.2MAddQ3 2025 13F$32M$103.85$140.47
SOLVENTUM CORPSOLV$31.7MOtherQ3 2025 13F$32M$73.30$77.04
NOV Inc.NOV$30.8MAddQ3 2025 13F$31M$12.92$20.18
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