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Focused investors/Richard Pzena

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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Updated 2026-09-12 from SEC 13F data.

Live quotes available for 90 of 153 rows. Rows without a quote are marked unavailable.

1CICIGNA CORP3.39%Reduce -8.5%4,718,281$610.73M$129.44No quote
2HPQHEWLETT-PACKARD CO3.06%Reduce -3.0%17,683,338$551.01M$31.16No quote
3ORCLORACLE CORP2.83%Reduce -3.7%11,797,564$509.07M$43.15No quote
4AIGAMERICAN INTERNATIONAL GROUP2.81%Reduce -2.1%9,219,859$505.16M$54.79No quote
5CCITIGROUP INC2.80%Reduce -1.4%9,762,477$502.96M$51.52No quote
6BACBANK OF AMERICA CORP2.64%Reduce -1.0%30,912,335$475.74M$15.39No quote
7BPBP PLC - SPONS ADR2.59%Reduce -2.0%11,932,772$466.69M$39.11No quote
8PHPARKER HANNIFIN CORPORATION2.42%Add +1.3%3,661,776$434.95M$118.78No quote
9OMCOMNICOM GROUP2.39%Reduce -9.6%5,516,790$430.2M$77.98No quote
10NWSANEWS CORP - CLASS A2.38%Add +0.8%26,725,106$427.87M$16.01No quote
11RDSAROYAL DUTCH SHELL PLC ADR2.36%Reduce -1.7%7,126,558$425.1MNo quoteNo quote
12MSMORGAN STANLEY2.19%Reduce -4.5%11,053,886$394.51M$35.69No quote
13MSFTMICROSOFT CORP2.08%Add +9.1%9,216,540$374.7M$40.66No quote
14SPLSSTAPLES INC2.07%Reduce -10.2%22,864,122$372.34MNo quoteNo quote
15INTCINTEL CORPORATION2.04%Reduce -6.2%11,713,076$366.27M$31.27No quote
16AXSAXIS CAPITAL HOLDINGS LTD1.98%Reduce -2.6%6,896,456$355.72M$51.58No quote
17XOMEXXON MOBIL CORP1.97%Reduce -2.5%4,168,772$354.35M$85.00No quote
18VOYAVOYA FINANCIAL INC.1.95%Reduce -2.8%8,137,084$350.79M$43.11No quote
19JPMJP MORGAN CHASE & CO1.94%Reduce -2.6%5,762,434$349.09M$60.58No quote
20BAXBAXTER INTERNATIONAL INC1.91%Add +27.5%5,028,418$344.45M$68.50No quote
21SWKSTANLEY BLACK & DECKER INC1.78%Add +52.1%3,360,265$320.44M$95.36No quote
22BHIBAKER HUGHES INC1.77%Reduce -2.6%5,019,909$319.17MNo quoteNo quote
23PNCPNC FINANCIAL SERVICES1.76%Add +15.0%3,397,023$316.74M$93.24No quote
24METMETLIFE INC1.73%Add +1.6%6,154,256$311.1M$50.55No quote
25IPGINTERPUBLIC GROUP OF COS INC1.72%Reduce -5.9%13,995,213$309.57MNo quoteNo quote
26GSGOLDMAN SACHS GROUP INC1.71%Reduce -7.9%1,633,832$307.11M$187.97No quote
27STTSTATE STREET CORP1.69%Reduce -17.9%4,141,716$304.54M$73.53No quote
28ABTABBOTT LABORATORIES1.64%Reduce -7.1%6,373,745$295.3M$46.33No quote
29UBSUBS GROUP AG1.62%Reduce -1.4%15,506,768$291.06M$18.77No quote
30FFORD MOTOR COMPANY1.58%Add +17.2%17,636,933$284.66M$16.14No quote
31AVTAVNET INC1.48%Add +3.0%5,979,096$266.07M$44.50No quote
32TRWTRW AUTOMOTIVE HOLDINGS CORP1.44%Reduce -15.8%2,469,544$258.93MNo quoteNo quote
33BENFRANKLIN RESOURCES INC.1.38%Add +58.4%4,841,999$248.49M$51.32No quote
34XL***XL GROUP PLC1.27%Add +0.8%6,218,968$228.86MNo quoteNo quote
35MURMURPHY OIL CORP1.21%Reduce -2.1%4,687,046$218.42M$46.60No quote
36WSHWILLIS GROUP HOLDINGS LTD1.20%Reduce -5.6%4,490,045$216.33MNo quoteNo quote
37GLWCORNING INC0.97%Reduce -32.0%7,724,858$175.2M$22.68No quote
38LAMRLAMAR ADVERTISING CO -A0.89%Reduce -20.5%2,715,488$160.95M$59.27No quote
39MASMASCO CORP0.87%Reduce -42.1%5,859,013$156.44M$26.70No quote
40ONON SEMICONDUCTOR CORP0.79%Reduce -32.3%11,679,520$141.44M$12.11No quote
41CMACOMERICA INC0.78%Reduce -11.9%3,128,023$141.17MNo quoteNo quote
42WFCWELLS FARGO CO0.70%Reduce -8.2%2,302,295$125.25M$54.40No quote
43PGRPROGRESSIVE CORP0.69%Add +0.7%4,565,394$124.18M$27.20No quote
44JNJJOHNSON & JOHNSON0.66%Reduce -0.8%1,174,016$118.11M$100.60No quote
45RFREGIONS FINL CORP0.64%Add +7.0%12,204,991$115.34M$9.45No quote
46KKELLOGG COMPANY0.61%Add +5.4%1,677,730$110.65MNo quoteNo quote
47WMTWAL-MART STORES0.61%Reduce -2.1%1,334,049$109.73M$82.25No quote
48SPNSUPERIOR ENERGY SERVICES INC0.55%Reduce -0.9%4,456,841$99.57MNo quoteNo quote
49TEXTEREX CORP0.55%Add +0.3%3,690,586$98.13M$26.59No quote
50ETRENTERGY CORP0.53%Reduce -8.5%1,232,622$95.52MNo quoteNo quote
51AETAETNA INC0.51%Reduce -1.7%867,609$92.43MNo quoteNo quote
52LHLABORATORY CORP OF AMERICA HOLDINGS0.51%Reduce -12.3%728,078$91.8M$126.09No quote
53NWSNEWS CORP - CLASS B0.49%Reduce -3.5%5,499,230$87.27M$15.87No quote
54ACMAECOM0.48%Add +37.1%2,819,465$86.9M$30.82No quote
55CSCOCISCO SYSTEMS INC0.46%Add +0.4%3,016,965$83.04M$27.52No quote
56KEYKEY CORP0.42%Reduce -1.3%5,372,825$76.08M$14.16No quote
57PFEPFIZER INC0.42%Reduce -0.5%2,159,618$75.13M$34.79No quote
58DANDANA HOLDING CORP0.41%Add +3.2%3,519,504$74.47MNo quoteNo quote
59FLEXFLEXTRONICS INTERNATIONAL LTD0.39%Add +11.3%5,537,807$70.19M$12.68No quote
60OCOWENS CORNING0.39%Reduce -11.9%1,616,621$70.16M$43.40No quote
61TELTE CONNECTIVITY LTD.0.38%Reduce -40.7%960,228$68.77M$71.62No quote
62FITBFIFTH THIRD BANCORP0.37%Add +17.7%3,493,200$65.85M$18.85No quote
63IVZNVESCO LTD0.36%Reduce -0.9%1,633,150$64.82M$39.69No quote
64WBSWEBSTER FINANCIAL CORP.0.34%Add +16.3%1,655,063$61.32M$37.05No quote
65SNVSYNOVUS FINANCIAL CORP0.34%Add +9.5%2,164,646$60.63MNo quoteNo quote
66CFGCITIZENS FINANCIAL GROUP0.34%-2,500,000$60.33M$24.13No quote
67CVSCVS HEALTH CORPORATION0.30%New527,165$54.41M$103.21No quote
68BDXBECTON DICKINSON & CO0.30%Reduce -7.2%373,824$53.68M$143.59No quote
69ATUACTUANT CORP- A0.27%Add +39.4%2,015,332$47.84MNo quoteNo quote
70GNWGENWORTH FINANCIAL INC CL A0.26%Add +92.7%6,512,725$47.61MNo quoteNo quote
71TECDTECH DATA CORP0.26%Add +2.4%816,169$47.15MNo quoteNo quote
72BRCBRADY CORP CL A0.25%Reduce -1.9%1,591,229$45.02M$28.29No quote
73ARWARROW ELECTRONICS INC0.23%Add +1.4%691,263$42.27M$61.15No quote
74PREPARTNERRE LTD0.23%Reduce -35.2%360,861$41.26MNo quoteNo quote
75ENHENDURANCE SPECIALTY HOLDINGS0.23%Reduce -1.2%671,903$41.08MNo quoteNo quote
76HIGTHE HARTFORD FINANCIAL SERVICES GROUP INC0.23%Reduce -43.8%977,801$40.89M$41.82No quote
77DOORMASONITE INTERNATIONAL CORP0.22%Reduce -38.1%593,500$39.92MNo quoteNo quote
78BGCGENERAL CABLE CORP DEL NE0.22%Reduce -13.7%2,298,792$39.61M$17.23No quote
79WCGWELLCARE HEALTH PLANS INC0.22%Reduce -44.5%426,966$39.05MNo quoteNo quote
80TMKTORCHMARK CORP0.21%Add +267.0%699,436$38.41MNo quoteNo quote
81APAAPACHE CORP0.21%Reduce -0.3%629,308$37.97M$60.33No quote
82KSSKOHLS CORP0.21%Reduce -29.3%483,850$37.86MNo quoteNo quote
83NSITINSIGHT ENTERPRISES INC0.21%Add +7.4%1,320,174$37.65M$28.52No quote
85PRIPRIMERICA INC0.20%Reduce -0.1%716,313$36.46M$50.90No quote
84OMIOWENS & MINOR INC0.20%Add +20.5%1,077,426$36.46MNo quoteNo quote
86ASBASSOCIATED BANC CORP0.20%Reduce -3.2%1,898,825$35.32M$18.60No quote
87KBRKBR INC0.19%Add +1.9%2,394,550$34.67M$14.48No quote
88USTRUNITED STATIONERS INC0.18%Reduce -6.9%806,874$33.07MNo quoteNo quote
89DIODDIODES INC.0.18%Reduce -5.2%1,130,482$32.29M$28.56No quote
90TTEKTETRA TECH INC0.18%Reduce -8.4%1,333,104$32.02M$24.02No quote
91BBCNBBCN BANCORP INC0.17%Add +16.0%2,172,043$31.43MNo quoteNo quote
92VRVALIDUS HOLDINGS LTD0.17%Add +1.4%739,978$31.15MNo quoteNo quote
93AIZASSURANT INC0.17%Add +45.6%506,398$31.1MNo quoteNo quote
94ROCKGIBRALTAR INDUSTRIES INC0.17%Reduce -0.6%1,847,573$30.32MNo quoteNo quote
95FMBIFIRST MIDWEST BANCORP INC0.17%Reduce -3.5%1,720,823$29.89MNo quoteNo quote
96CNWCON-WAY INC0.17%Reduce -3.5%674,614$29.77MNo quoteNo quote
97NPBCNATIONAL PENN BANCSHARES INC0.16%Reduce -2.9%2,709,611$29.18MNo quoteNo quote
98VIVTELEFONICA BRASIL - ADR0.16%New1,903,275$29.1MNo quoteNo quote
99TCFTCF FINANCIAL CORP0.16%Add +4.3%1,848,459$29.06MNo quoteNo quote
100CMCOCOLUMBUS MCKINNON CORP0.16%Reduce -5.2%1,066,128$28.72M$26.94No quote
101LLLL-3 COMMUNICATIONS0.15%Reduce -2.0%213,173$26.82MNo quoteNo quote
102MATWMATTHEWS INTL CORP - CL A0.14%Reduce -4.3%500,095$25.76M$51.51No quote
103LMLEGG MASON INC0.14%Reduce -19.9%458,656$25.32MNo quoteNo quote
104SRISTONERIDGE INC0.14%Reduce -3.1%2,241,636$25.31MNo quoteNo quote
105TRSTRIMAS CORP0.14%Reduce -2.9%788,937$24.29M$30.79No quote
106UPBDRENT A CENTER INC0.13%Reduce -4.6%879,219$24.13M$27.44No quote
107ARGOARGO GROUP INTERNATIONAL0.13%Add +3.7%470,585$23.6MNo quoteNo quote
108PHHPHH CORP0.12%Reduce -3.3%921,948$22.28MNo quoteNo quote
109JBLJABIL CIRCUIT INC0.12%Reduce -0.1%917,604$21.45M$23.38No quote
110GFFGRIFFON CORPORATION0.11%Reduce -38.9%1,168,562$20.37M$17.43No quote
111SYASYMETRA FINANCIAL CORP0.11%Reduce -0.1%867,135$20.34MNo quoteNo quote
112AHLASPEN INSURANCE HOLDINGS LTD0.11%Add +0.5%410,262$19.38MNo quoteNo quote
113HPTHOSPITALITY PROPERTIES TRUST0.11%Reduce -50.1%586,524$19.35MNo quoteNo quote
114AELAMERICAN EQUITY INVT LIFE0.10%Reduce -28.0%639,809$18.64MNo quoteNo quote
115MWAMUELLER WATER PRODUCTS INC0.10%Reduce -9.1%1,777,821$17.51MNo quoteNo quote
116TPCTUTOR PERINI CORP0.10%Reduce -2.8%747,154$17.45M$23.35No quote
117RDUSSCHNITZER STEEL INDS INC - A0.09%Add +38.4%1,045,126$16.58MNo quoteNo quote
118CUBCUBIC CORP0.09%Reduce -1.1%309,232$16.01MNo quoteNo quote
119PGPROCTER & GAMBLE COMPANY0.09%Add +7.4%187,604$15.37M$81.94No quote
120ASHASHLAND INC0.08%-119,075$15.16M$127.31No quote
121RRXREGAL BELOIT CORP0.08%-185,400$14.82M$79.92No quote
122EPREPR PROPERTIES0.08%-239,975$14.41MNo quoteNo quote
123ALLALLSTATE CORP0.07%-189,640$13.5M$71.17No quote
124MWWMONSTER WORLDWIDE INC0.07%Reduce -30.8%2,063,818$13.09MNo quoteNo quote
125RDCROWAN COMPANIES PLC - A0.07%-730,525$12.94MNo quoteNo quote
126EGEVEREST RE GROUP LTD0.07%Add +0.1%71,660$12.47M$174.00No quote
127COPCONOCOPHILLIPS0.07%New198,910$12.38M$62.26No quote
128WSFSWSFS FINANCIAL CORP0.07%Reduce -5.0%162,142$12.26M$75.63No quote
129DRHDIAMONDROCK HOSPITALITY CO.0.07%Reduce -0.6%839,292$11.86M$14.13No quote
130EXCEXELON CORP0.06%Reduce -0.8%333,668$11.22MNo quoteNo quote
131IMINGRAM MICRO INC CL-A0.06%Add +33.3%442,050$11.1MNo quoteNo quote
132MLKNHERMAN MILLER INC0.06%Reduce -25.6%391,110$10.86M$27.76No quote
133EIXEDISON INTERNATIONAL0.06%New165,609$10.35MNo quoteNo quote
134SFGSTANCORP FINANCIAL GROUP0.06%New145,766$10MNo quoteNo quote
135TSMTAIWAN SEMICONDUCTOR - SP ADR0.05%-386,375$9.07M$23.48No quote
136IGTINTERNATIONAL GAME TECHNOLOGY0.05%Add +0.4%508,254$8.85MNo quoteNo quote
137ARCARC DOCUMENT SOLUTIONS INC0.04%Reduce -7.5%809,658$7.47MNo quoteNo quote
138GGENPACT LTD0.03%New270,225$6.28M$23.25No quote
139IBNCICI BANK LTD - SPON ADR0.03%New592,750$6.14M$10.36No quote
140CTSHCOGNIZANT TECH SOLUTIONS - A0.03%New85,125$5.31M$62.39No quote
141ACEACE LTD0.03%Add +7.9%47,147$5.26MNo quoteNo quote
142OGZPYGAZPROM OAO - SPON ADR0.02%New937,500$4.42MNo quoteNo quote
143INFYNFOSYS LTD - SP ADR0.02%New121,878$4.28M$35.08No quote
144ASXADVANCED SEMICONDUCTOR E-ADR0.02%-553,800$3.99M$7.20No quote
145BPOPPOPULAR INC.0.02%-110,730$3.81MNo quoteNo quote
146WITWIPRO LTD - ADR0.02%New254,675$3.39M$13.32No quote
147KEGKEY ENERGY SERVICES INC0.01%New1,283,343$2.34MNo quoteNo quote
148SHGSHINHAN FINANCIAL GROUP - ADR0.01%Reduce -33.6%46,325$1.73M$37.30No quote
149SXCLDSTEEL EXCEL INC0.01%-67,212$1.45MNo quoteNo quote
150PBRPETROLEO BRASILEIRO S.A. - ADR0.00%-76,100$457K$6.01No quote
151USNZYUSINAS SIDERURG MINAS SP ADR0.00%Add +171.4%37,407$59KNo quoteNo quote
153PIPRPIPER JAFFRAY COS-Sold0$0No quoteNo quote
152MUSAMURPHY USA INC-Sold0$0No quoteNo quote