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Richard Pzena13F | |
| Pzena Investment Management LLC | |
| Last update 2025-05-02 | 146 Stocks (11 new) |
| Value $28.64 Bil | Turnover 5 % |
Richard Pzena Investing Philosophy
Pzena's philosophy is based on ranking companies from the cheapest to the most expensive on the basis of how their current share price compares to their normal long-term earnings power. He purchases shares in good businesses that are selling at a low price. He understands that it is often unrealistic to expect such opportunities to be available absent some sort of problem which causes the price of the shares to drop. The question Pzena and his team try to answer is whether the issue that caused the drop in price is temporary or permanent.
Richard Pzena Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGA | Magna International Inc | 28,451,047 | 1,391,540.7 | +5.35% | 4.860 | +0.25% | 10.100 | +15.12% | -5.12% | 10,814.2 | Vehicles & Parts | |
CTSH | Cognizant Technology Solutions Corp | 17,075,072 | 1,306,243.0 | -3.35% | 4.560 | -0.15% | 3.460 | +2.39% | +2.21% | 38,464.3 | Software | |
BAX | Baxter International Inc | 36,772,566 | 1,258,724.9 | +9.32% | 4.390 | +0.37% | 7.170 | -11.05% | +4.93% | 15,538.9 | Medical Devices & Instruments | |
CVS | CVS Health Corp | 17,682,374 | 1,197,980.8 | -9.83% | 4.180 | -0.29% | 1.400 | +2.87% | +57.22% | 87,261.0 | Healthcare Plans | |
DG | Dollar General Corp | 12,770,542 | 1,122,913.8 | +8.53% | 3.920 | +0.31% | 5.810 | +30.92% | +53.02% | 25,171.7 | Retail - Defensive | |
CHTR | Charter Communications Inc | 2,783,467 | 1,025,791.1 | -0.84% | 3.580 | -0.03% | 1.980 | +10.93% | +19.27% | 56,470.7 | Telecommunication Services | |
HUM | Humana Inc | 3,828,923 | 1,013,133.0 | +6.08% | 3.540 | +0.20% | 3.170 | -7.26% | -2.96% | 29,507.1 | Healthcare Plans | |
COF | Capital One Financial Corp | 5,566,112 | 998,003.9 | -9.75% | 3.480 | -0.36% | 1.450 | +19.04% | +20.05% | 136,088.7 | Credit Services | |
C | Citigroup Inc | 13,332,140 | 946,448.6 | -2.93% | 3.300 | -0.10% | 0.710 | +20.86% | +22.74% | 158,981.5 | Banks | |
DOW | Dow Inc | 24,956,985 | 871,497.9 | +32.80% | 3.040 | +0.75% | 3.530 | -22.28% | -31.12% | 18,717.7 | Chemicals |
Richard Pzena's Historical Top Holdings Breakdowns
Richard Pzena's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BAC | Bank of America Corp | 2025-03-31 | Reduce Reduce | -1.53% | 39.61 ($44.56) 47.74 | $47.32 | 6.19% | Reduce -61.76% | 6,352,945 | -10,259,377 | |
EIX | Edison International | 2025-03-31 | Sold Out Sold Out | -1.46% | 50.06 ($57.47) 80.01 | $51.60 | -10.21% | Sold Out | 0 | -5,374,322 | |
WFC | Wells Fargo & Co | 2025-03-31 | Reduce Reduce | -0.95% | 66.78 ($75.08) 81.42 | $80.12 | 6.71% | Reduce -28.9% | 9,829,319 | -3,994,923 | |
DOW | Dow Inc | 2025-03-31 | Add Add | +0.75% | 34.36 ($38.4) 41.92 | $26.48 | -31.04% | Add 32.8% | 24,956,985 | 6,164,022 | |
SWKS | Skyworks Solutions Inc | 2025-03-31 | Add Add | +0.48% | 64.12 ($76.14) 93.96 | $74.52 | -2.13% | Add 37.88% | 7,762,896 | 2,132,847 | |
CRBG | Corebridge Financial Inc | 2025-03-31 | Add Add | +0.38% | 29.61 ($32.37) 34.68 | $35.50 | 9.67% | Add 73.56% | 8,050,602 | 3,412,147 | |
BAX | Baxter International Inc | 2025-03-31 | Add Add | +0.37% | 29.26 ($32.7) 36.57 | $30.28 | -7.40% | Add 9.32% | 36,772,566 | 3,134,270 | |
EQH | Equitable Holdings Inc | 2025-03-31 | Reduce Reduce | -0.37% | 47.64 ($52.35) 55.68 | $56.10 | 7.16% | Reduce -27.94% | 5,902,357 | -2,288,971 | |
PPG | PPG Industries Inc | 2025-03-31 | New Buy New Buy | +0.37% | 107.44 ($115.29) 124.29 | $113.75 | -1.34% | New holding | 963,412 | 963,412 | |
COF | Capital One Financial Corp | 2025-03-31 | Reduce Reduce | -0.36% | 163.87 ($188.9) 209.82 | $212.76 | 12.63% | Reduce -9.75% | 5,566,112 | -601,604 |
Richard Pzena Total Holding History ($B)
Richard Pzena's Asset Allocation
Richard Pzena Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Richard Pzena's Hypothetical Growth since 2025-03-31
Richard Pzena's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Richard Pzena's Holdings Heat Map
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Richard Pzena's Holdings Bubble Chart
Richard Pzena News
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