Richard Pzena - Pzena Investment Management
As of Q2 2026, Richard Pzena reported 161 long-equity positions worth $34.07B in aggregate.
Copy-investor backtest
- Latest quarter
- +12.78%
- 1-year
- +19.09%
- 3-year
- +35.44%
- 5-year
- +47.55%
- 3-year vs S&P 500
- -37.61%
- 5-year vs S&P 500
- -27.19%
- 5-year top 5
- +61.08%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| DG | DOLLAR GEN CORP | Add +48.2% | 3.45% | 10,222,060 | $1.18B | $115.11 | $99.57 - $127.26(56%)$117.17 -> $115.18 |
| WDAY | WORKDAY INC | New | 0.71% | 1,971,270 | $241.32M | $122.42 | $110.36 - $158.62(25%)$129.05 -> $122.42 |
| BEKE | KE HLDGS INC | New | 0.38% | 8,877,643 | $128.99M | $14.53 | $13.81 - $19.77(12%)$14.84 -> $14.54 |
| SAP | SAP SE | New | 0.00% | 6,554 | $1.01M | $154.11 | $148.06 - $196.39(13%)$171.36 -> $154.11 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | New | 0.00% | 1,359 | $357.77K | $263.26 | $199.77 - $263.57(100%)$207.28 -> $263.26 |
| TOST | TOAST INC | New | 0.00% | 10,945 | $304.49K | $27.82 | $22.26 - $30.36(69%)$26.07 -> $27.82 |
| ORCL | ORACLE CORP | New | 0.00% | 2,076 | $304.24K | $146.55 | $134.57 - $250.25(10%)$145.23 -> $146.55 |
| NVDA | NVIDIA CORPORATION | New | 0.00% | 1,445 | $289.13K | $200.09 | $171.37 - $236.54(44%)$175.75 -> $200.09 |
| QRVO | QORVO INC | New | 0.00% | 3,045 | $284.01K | $93.27 | $76.17 - $109.49(51%)$77.07 -> $93.27 |
| EXPE | EXPEDIA GROUP INC | New | 0.00% | 1,060 | $271.23K | $255.88 | $206.35 - $279.76(67%)$227.67 -> $255.88 |
| CRM | SALESFORCE INC | New | 0.00% | 1,502 | $235.3K | $156.66 | $147.58 - $211.32(14%)$186.24 -> $156.72 |
| GEV | GE VERNOVA INC | New | 0.00% | 184 | $216.17K | $1174.86 | $856.05 - $1181.95(98%)$894.78 -> $1174.27 |
| STT | STATE STR CORP | New | 0.00% | 1,231 | $208.78K | $169.60 | $125.64 - $175.46(88%)$128.25 -> $169.60 |
| ACN | ACCENTURE PLC IRELAND | Add +113.8% | 1.88% | 5,142,176 | $639.89M | $124.44 | $118.15 - $202.16(7%)$197.06 -> $124.47 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Add +30.9% | 3.02% | 26,529,172 | $1.03B | $38.73 | $37.08 - $63.04(6%)$61.25 -> $38.73 |
| LKQ | LKQ CORP | Add +142.9% | 1.17% | 15,142,285 | $398.7M | $26.33 | $23.98 - $32.52(28%)$29.31 -> $26.33 |
| CDW | CDW CORP | Add +136.6% | 1.09% | 2,638,900 | $371.13M | $140.64 | $97.12 - $143.64(94%)$121.40 -> $140.64 |
| CRBG | COREBRIDGE FINL INC | Add +24.9% | 2.84% | 33,789,727 | $967.4M | $28.63 | $22.88 - $29.98(81%)$24.13 -> $28.61 |
| MBC | MASTERBRAND INC | Add +301.9% | 0.46% | 15,329,483 | $157.74M | $10.29 | $6.61 - $10.31(99%)$8.24 -> $10.29 |
| MICC | MAGNUM ICE CREAM CO NV | Add +87.6% | 0.59% | 13,199,616 | $201.11M | $15.24 | $12.94 - $18.16(44%)$14.43 -> $17.41 |
| SSNC | SS&C TECH HLDGS | Add +13.8% | 2.01% | 11,036,568 | $684.82M | $62.05 | $61.40 - $72.89(6%)$67.65 -> $62.05 |
| DIS | DISNEY WALT CO | Add +879.3% | 0.25% | 883,495 | $85.04M | $96.25 | $95.09 - $110.48(8%)$96.56 -> $96.22 |
| G | GENPACT LIMITED | Add +353.5% | 0.27% | 3,319,546 | $91.29M | $27.50 | $26.85 - $38.42(6%)$37.23 -> $27.51 |
| DOX | AMDOCS LTD | Add +10.3% | 2.07% | 13,985,330 | $706.82M | $50.54 | $49.80 - $68.07(4%)$65.10 -> $50.54 |
| GL | GLOBE LIFE INC | Add +32.1% | 0.71% | 1,355,811 | $242.26M | $178.68 | $138.93 - $181.15(94%)$140.43 -> $178.77 |
| EQH | EQUITABLE HLDGS INC | Add +24.6% | 0.72% | 5,561,804 | $244.05M | $43.88 | $35.83 - $46.52(75%)$37.62 -> $43.88 |
| PPG | PPG INDS INC | Add +4.4% | 2.78% | 7,807,438 | $946.96M | $121.29 | $100.00 - $125.59(83%)$106.47 -> $121.29 |
| KSPI | KASPI KZ JSC | Add +14.9% | 0.78% | 3,071,888 | $266.15M | $86.64 | $72.22 - $97.33(57%)$73.43 -> $86.64 |
| GLOB | GLOBANT S A | Add +30.0% | 0.33% | 3,859,718 | $111.7M | $28.94 | $27.56 - $52.19(6%)$46.56 -> $28.94 |
| WGO | WINNEBAGO INDS INC | Add +72.1% | 0.16% | 1,709,531 | $53.41M | $31.24 | $26.80 - $35.33(52%)$30.21 -> $31.24 |
| MLKN | MILLERKNOLL INC | Add +52.0% | 0.18% | 3,032,700 | $62.05M | $20.46 | $13.91 - $20.98(93%)$14.50 -> $20.46 |
| BAX | BAXTER INTL INC | Add +1.2% | 4.09% | 65,295,393 | $1.39B | $21.32 | $16.17 - $22.18(86%)$16.78 -> $21.34 |
| PVH | PVH CORPORATION | Add +3.8% | 1.30% | 5,986,677 | $444.57M | $74.26 | $69.00 - $100.74(17%)$76.56 -> $74.26 |
| ABM | ABM INDS INC | Add +18.7% | 0.23% | 1,808,203 | $79.99M | $44.24 | $37.58 - $47.00(71%)$38.70 -> $44.14 |
| CNXC | CONCENTRIX CORP | Add +16.0% | 0.22% | 3,413,879 | $76.49M | $22.41 | $19.12 - $30.84(28%)$26.57 -> $22.41 |
| SCSC | SCANSOURCE INC | Add +21.5% | 0.17% | 1,109,743 | $57.81M | $52.09 | $35.85 - $52.42(98%)$36.55 -> $52.09 |
| REZI | RESIDEO TECHNOLOGIES INC | Add +22.5% | 0.15% | 1,686,765 | $52.46M | $31.10 | $26.72 - $41.76(29%)$34.45 -> $31.10 |
| UHS | UNIVERSAL HLTH SVCS INC | Add +3.0% | 0.86% | 1,969,327 | $292.82M | $148.69 | $140.50 - $189.45(17%)$177.94 -> $148.69 |
| RHI | ROBERT HALF INC. | Add +4.3% | 0.56% | 6,222,305 | $191.02M | $30.70 | $23.01 - $33.26(75%)$24.67 -> $30.70 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | Add +3.5% | 0.61% | 2,420,808 | $207.58M | $85.75 | $71.63 - $88.06(86%)$74.29 -> $85.75 |
| AAP | ADVANCE AUTO PARTS INC | Add +2.1% | 0.80% | 4,389,501 | $273.11M | $62.22 | $47.13 - $63.13(94%)$54.40 -> $62.31 |
| GPN | GLOBAL PMTS INC | Add +0.7% | 2.49% | 11,691,625 | $848.34M | $72.56 | $61.17 - $76.06(76%)$65.36 -> $72.56 |
| KFY | KORN FERRY | Add +8.8% | 0.17% | 867,680 | $57.77M | $66.58 | $60.05 - $74.68(45%)$62.67 -> $66.58 |
| WFC | WELLS FARGO & CO | Add +0.6% | 2.14% | 8,827,468 | $729.5M | $82.64 | $72.78 - $87.08(69%)$80.57 -> $82.64 |
| MMI | MARCUS & MILLICHAP INC | Add +6.4% | 0.20% | 2,141,001 | $66.74M | $31.17 | $25.82 - $31.46(95%)$26.18 -> $31.17 |
| ONB | OLD NATL BANCORP IND | Add +5.6% | 0.22% | 2,843,497 | $73.65M | $25.90 | $21.53 - $26.11(96%)$22.33 -> $25.90 |
| VREX | VAREX IMAGING CORP | Add +8.8% | 0.13% | 4,344,381 | $45.31M | $10.43 | $9.09 - $12.77(36%)$10.62 -> $10.43 |
| COLB | COLUMBIA BKG SYS INC | Add +4.7% | 0.20% | 2,129,322 | $68.24M | $32.05 | $27.23 - $32.26(96%)$27.92 -> $32.05 |
| HOFT | HOOKER FURNISHINGS CORPORATI | Add +11.9% | 0.08% | 1,542,623 | $27.5M | $17.83 | $11.75 - $17.97(98%)$13.49 -> $17.83 |
| COF | CAPITAL ONE FINL CORP | Add +0.3% | 2.71% | 4,593,920 | $921.63M | $200.62 | $174.24 - $210.84(72%)$184.50 -> $200.60 |
| MBUU | MALIBU BOATS INC | Add +5.7% | 0.14% | 1,794,261 | $49.22M | $27.43 | $23.84 - $32.00(44%)$25.35 -> $27.43 |
| HVT | HAVERTY FURNITURE COS INC | Add +7.1% | 0.12% | 1,563,451 | $39.91M | $25.53 | $20.10 - $25.93(93%)$21.39 -> $25.53 |
| AEBI | AEBI SCHMIDT HLDG AG | Add +5.1% | 0.16% | 4,319,337 | $54.21M | $12.55 | $9.09 - $13.50(78%)$9.38 -> $12.46 |
| ADNT | ADIENT PLC | Add +3.7% | 0.20% | 3,771,026 | $69.31M | $18.38 | $18.00 - $24.70(6%)$20.83 -> $18.41 |
| HDB | HDFC BANK LTD | Add +6.2% | 0.12% | 1,613,476 | $41.68M | $25.83 | $23.08 - $28.00(56%)$24.90 -> $25.83 |
| GPC | GENUINE PARTS CO | Add +3.1% | 0.20% | 591,970 | $69.84M | $117.98 | $90.78 - $118.33(99%)$105.18 -> $117.98 |
| ASB | ASSOCIATED BANC-CORP | Add +3.5% | 0.18% | 1,990,243 | $61.24M | $30.77 | $25.45 - $31.23(92%)$26.17 -> $30.78 |
| USNA | USANA HEALTH SCIENCES INC | Add +8.7% | 0.08% | 1,205,587 | $25.74M | $21.35 | $16.60 - $21.42(99%)$17.22 -> $21.35 |
| KT | KT CORP | Add +1.6% | 0.37% | 7,286,500 | $125.91M | $17.28 | $17.21 - $23.01(1%)$21.88 -> $17.28 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | Add +10.3% | 0.06% | 363,477 | $18.96M | $52.17 | $49.19 - $55.36(48%)$52.31 -> $52.17 |
| ELV | ELEVANCE HEALTH INC FORMERLY | Add +2.0% | 0.25% | 224,575 | $86.85M | $386.73 | $292.07 - $426.79(70%)$298.50 -> $386.82 |
| TBI | TRUEBLUE INC | Add +7.6% | 0.06% | 3,090,808 | $21.54M | $6.97 | $3.22 - $7.20(94%)$3.85 -> $6.97 |
| NWL | NEWELL BRANDS INC | Add +0.4% | 0.86% | 47,990,664 | $294.66M | $6.14 | $3.20 - $6.17(99%)$3.53 -> $6.14 |
| OEC | ORION S.A. | Add +3.7% | 0.09% | 4,771,969 | $31.64M | $6.63 | $6.16 - $8.64(19%)$6.56 -> $6.63 |
| HCA | HCA HEALTHCARE INC | Add +2.5% | 0.11% | 96,598 | $37.66M | $389.89 | $358.96 - $512.14(20%)$474.75 -> $389.89 |
| PFE | PFIZER INC | Add +0.6% | 0.42% | 5,958,922 | $143.49M | $24.08 | $23.62 - $28.75(9%)$28.55 -> $24.08 |
| WSFS | WSFS FINL CORP | Add +1.1% | 0.20% | 888,496 | $68.17M | $76.73 | $64.98 - $78.39(88%)$66.03 -> $76.73 |
| GCO | GENESCO INC | Add +1.7% | 0.11% | 1,098,722 | $37.1M | $33.77 | $27.48 - $43.60(39%)$28.60 -> $33.81 |
| CBRE | CBRE GROUP INC | Add +1.3% | 0.12% | 305,781 | $41.19M | $134.69 | $121.71 - $157.60(36%)$134.49 -> $134.76 |
| AIG | AMERICAN INTL GROUP INC | Add +1.5% | 0.10% | 456,619 | $34.03M | $74.53 | $72.15 - $79.77(31%)$75.56 -> $74.61 |
| ARCO | ARCOS DORADOS HLDGS INC | Add +0.6% | 0.26% | 10,804,358 | $87.08M | $8.06 | $7.98 - $9.75(5%)$8.35 -> $8.03 |
| STZ | CONSTELLATION BRANDS INC | Add +0.6% | 0.24% | 599,314 | $83.36M | $139.09 | $135.14 - $168.60(12%)$151.09 -> $139.09 |
| ING | ING GROEP N.V. | Add +17.6% | 0.01% | 94,897 | $2.98M | $31.38 | $25.85 - $32.22(87%)$26.81 -> $31.38 |
| GD | GENERAL DYNAMICS CORP | Add +1.0% | 0.11% | 108,574 | $38.46M | $354.24 | $306.77 - $366.80(79%)$350.53 -> $354.23 |
| GSK | GSK PLC | Add +30.2% | 0.00% | 24,507 | $1.28M | $52.42 | $48.57 - $59.57(35%)$55.99 -> $52.42 |
| SNY | SANOFI SA | Add +32.5% | 0.00% | 25,302 | $1.08M | $42.66 | $40.89 - $48.60(23%)$47.73 -> $42.66 |
| PHG | KONINKLIJKE PHILIPS N V | Add +15.8% | 0.00% | 48,243 | $1.31M | $27.19 | $25.10 - $29.95(43%)$27.29 -> $27.19 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | Add +33.4% | 0.00% | 37,820 | $606.25K | $16.03 | $14.84 - $18.90(29%)$18.77 -> $16.03 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | Add +14.7% | 0.00% | 37,322 | $880.06K | $23.58 | $19.86 - $25.35(68%)$20.70 -> $23.58 |
| ADSK | AUTODESK INC | Add +47.9% | 0.00% | 1,506 | $292.8K | $194.42 | $185.51 - $255.14(13%)$237.87 -> $194.42 |
| BCS | BARCLAYS PLC | Add +14.7% | 0.00% | 20,525 | $551.3K | $26.86 | $21.09 - $27.59(89%)$21.83 -> $26.86 |
| ADBE | ADOBE INC | Add +8.3% | 0.00% | 1,094 | $224.29K | $205.02 | $190.12 - $275.44(17%)$241.37 -> $205.14 |
| TGT | TARGET CORP | Add +0.0% | 0.14% | 373,503 | $48.78M | $130.61 | $116.83 - $142.82(53%)$120.45 -> $130.61 |