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 Holdings
| Holding | Reported Value | Weight | Shares | Last Price | Est. Value | Return |
|---|---|---|---|---|---|---|
| $2B | 6.4% | 25.3M | $66.29 | $2B | -14.7% | |
| $1B | 4% | 20.3M | $44.86 | $909M | -26.9% | |
| $1B | 3.6% | 17.2M | $57.47 | $986M | -10.3% | |
| $1B | 3.5% | 64.5M | $22.15 | $1B | +31.8% | |
| $1B | 3.4% | 17.1M | $60.85 | $1B | +0.32% | |
| $989M | 3.2% | 13.8M | $107.43 | $1B | +49.6% | |
| $949M | 3.1% | 5.5M | $398.42 | $2B | +129.8% | |
| $927M | 3% | 8.2M | $134.98 | $1B | +19% | |
| $863M | 2.8% | 16.1M | $57.51 | $926M | +7.39% | |
| $836M | 2.7% | 4.6M | $208.89 | $957M | +14.5% | |
| $828M | 2.7% | 12.7M | $51.56 | $654M | -21% | |
| $819M | 2.7% | 6.9M | $125.95 | $869M | +6.08% | |
| $818M | 2.7% | 6.8M | $140.47 | $949M | +16% | |
| $816M | 2.6% | 26.5M | $51.91 | $1B | +68.9% | |
| $799M | 2.6% | 11.3M | $92.96 | $1B | +31.4% | |
| $799M | 2.6% | 7.5M | $115.70 | $865M | +8.25% | |
| $789M | 2.6% | 18.9M | $29.70 | $563M | -28.7% | |
| $782M | 2.5% | 11.6M | $82.19 | $955M | +22.1% | |
| $706M | 2.3% | 37.5M | $19.39 | $728M | +3.08% | |
| $698M | 2.3% | 8.8M | $86.35 | $758M | +8.46% | |
| $655M | 2.1% | 9.7M | $69.96 | $679M | +3.53% | |
| $645M | 2.1% | 27M | $31.54 | $853M | +32.2% | |
| $510M | 1.7% | 63.4M | $10.20 | $647M | +26.8% | |
| $477M | 1.5% | 2.4M | $144.73 | $348M | -27% | |
| $402M | 1.3% | 5.8M | $78.67 | $454M | +12.8% | |
| $351M | 1.1% | 5.7M | $84.76 | $482M | +37.6% | |
| $342M | 1.1% | 1.9M | $148.02 | $283M | -17.3% | |
| $340M | 1.1% | 15.1M | $24.06 | $362M | +6.65% | |
| $313M | 1% | 6.4M | $61.59 | $396M | +26.3% | |
| $309M | 1% | 912.1k | $398.20 | $363M | +17.4% | |
| $297M | 1% | 3.2M | $86.14 | $275M | -7.38% | |
| $274M | 0.9% | 3.2M | $83.55 | $264M | -3.58% | |
| $251M | 0.8% | 3.7M | $98.49 | $362M | +44.2% | |
| $227M | 0.7% | 4.3M | $52.09 | $224M | -1.25% | |
| $198M | 0.6% | 2.7M | $89.08 | $238M | +20.3% | |
| $188M | 0.6% | 7.5M | $24.55 | $183M | -2.46% | |
| $187M | 0.6% | 2.8M | $85.96 | $241M | +29.3% | |
| $183M | 0.6% | 6.2M | $24.92 | $155M | -15.2% | |
| $172M | 0.6% | 2.3M | $89.60 | $210M | +21.6% | |
| $166M | 0.5% | 5.9M | $25.05 | $148M | -10.8% | |
| $166M | 0.5% | 4.5M | -- | -- | -- | |
| $164M | 0.5% | 47.8M | $5.16 | $247M | +50.4% | |
| $159M | 0.5% | 4.1M | $33.19 | $135M | -14.9% | |
| $154M | 0.5% | 578.4k | $284.53 | $165M | +6.67% | |
| $154M | 0.5% | 7.2M | -- | -- | -- | |
| $152M | 0.5% | 6M | $36.70 | $219M | +44.5% | |
| $143M | 0.5% | 1M | -- | -- | -- | |
| $137M | 0.4% | 3M | $31.98 | $95M | -30.6% | |
| $135M | 0.4% | 1.1M | $130.86 | $146M | +8.13% | |
| $132M | 0.4% | 4.4M | $21.86 | $97M | -26.5% |