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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 2026-06-06 from SEC 13F data.

Live quotes available for 101 of 158 rows. Rows without a quote are marked unavailable.

1VOYAVOYA FINANCIAL INC.3.01%Add +12.5%17,077,755$492.18M$28.82No quote
2PHPARKER HANNIFIN CORPORATION2.69%Reduce -8.5%3,508,922$440.48M$125.53No quote
3BACBANK OF AMERICA CORP2.69%Reduce -6.1%28,110,981$439.94M$15.65No quote
4HPEHEWLETT PACKARD ENTERPRISE COMPANY2.63%Reduce -9.1%18,885,018$429.63M$22.75No quote
5CCITIGROUP INC2.62%Reduce -5.9%9,074,918$428.61M$47.23No quote
6DOVDOVER CORP2.61%Reduce -6.5%5,794,644$426.72M$73.64No quote
7STXSEAGATE TECHNOLOGY2.61%Reduce -28.6%11,068,116$426.68M$38.55No quote
8OMCOMNICOM GROUP2.34%Reduce -2.6%4,503,223$382.77M$85.00No quote
9RDSAROYAL DUTCH SHELL PLC ADR2.31%Reduce -15.7%7,537,249$377.39MNo quoteNo quote
10WMTWAL-MART STORES2.30%Reduce -2.8%5,216,832$376.24M$72.12No quote
11BENFRANKLIN RESOURCES INC.2.29%Reduce -1.3%10,535,639$374.75M$35.57No quote
12MSMORGAN STANLEY2.22%Reduce -12.0%11,342,485$363.64M$32.06No quote
13AIGAMERICAN INTERNATIONAL GROUP2.22%Reduce -5.8%6,117,797$363.03M$59.34No quote
14ORCLORACLE CORP2.21%Reduce -3.9%9,218,507$362.1M$39.28No quote
15NWSANEWS CORP - CLASS A2.15%Reduce -6.6%25,123,524$351.23M$13.98No quote
16XOMEXXON MOBIL CORP2.05%Reduce -19.3%3,851,170$336.13M$87.28No quote
17JPMJP MORGAN CHASE & CO2.01%Reduce -7.7%4,948,740$329.54M$66.59No quote
18INTCINTEL CORPORATION1.98%Reduce -8.2%8,562,439$323.23M$37.75No quote
19SPLSSTAPLES INC1.79%Add +0.8%34,174,464$292.19MNo quoteNo quote
20MURMURPHY OIL CORP1.78%Add +4.0%9,557,669$290.55M$30.40No quote
21RFREGIONS FINL CORP1.66%Reduce -9.7%27,450,466$270.94M$9.87No quote
22GSGOLDMAN SACHS GROUP INC1.65%Reduce -9.7%1,674,601$270.06M$161.27No quote
23HPQHP INC1.64%Reduce -17.2%17,311,624$268.85M$15.53No quote
24AXSAXIS CAPITAL HOLDINGS LTD1.62%Reduce -8.2%4,876,934$264.96M$54.33No quote
25METMETLIFE INC1.61%Reduce -3.3%5,935,485$263.71M$44.43No quote
26BPBP PLC - SPONS ADR1.60%Reduce -16.1%7,446,839$261.83M$35.16No quote
27IPGINTERPUBLIC GROUP OF COS INC1.51%Reduce -2.5%11,088,543$247.83MNo quoteNo quote
28COFCAPITAL ONE FINL CORP1.40%New3,190,520$229.18M$71.83No quote
29HLTHILTON WORLDWIDE HOLDINGS IN1.37%New9,804,419$224.82M$22.93No quote
30SWKSTANLEY BLACK & DECKER INC1.36%Reduce -21.9%1,811,837$222.82M$122.98No quote
31ABTABBOTT LABORATORIES1.30%Reduce -5.8%5,017,660$212.2M$42.29No quote
32FFORD MOTOR COMPANY1.28%Reduce -5.6%17,419,992$210.26M$12.07No quote
33STTSTATE STREET CORP1.26%Reduce -11.0%2,963,003$206.31M$69.63No quote
34CVECENOVUS ENERGY INC.1.17%Reduce -8.0%13,375,530$192.21M$14.37No quote
35AVTAVNET INC1.15%Add +5.8%4,586,045$188.3M$41.06No quote
36TEXTEREX CORP1.13%Add +1.8%7,293,443$185.33M$25.41No quote
37XLXL GROUP LTD1.04%New5,072,010$170.57MNo quoteNo quote
38MSFTMICROSOFT CORP0.99%Reduce -17.9%2,811,349$161.93M$57.60No quote
39UBSUBS GROUP AG0.96%Reduce -6.6%11,569,209$157.57M$13.62No quote
40ONON SEMICONDUCTOR CORP0.94%Reduce -5.3%12,481,544$153.77M$12.32No quote
41WTWWILLIS TOWERS WATSON PLC0.86%Reduce -12.7%1,056,829$140.32M$132.77No quote
42HALHALLIBURTON CO0.86%Reduce -14.1%3,125,142$140.26M$44.88No quote
43JNJJOHNSON & JOHNSON0.72%Reduce -9.1%1,002,314$118.4M$118.13No quote
44CICIGNA CORP0.72%Add +17.5%906,125$118.09M$130.32No quote
45COPCONOCOPHILLIPS0.71%Add +33.0%2,679,121$116.46M$43.47No quote
46LAMRLAMAR ADVERTISING CO -A0.71%Reduce -5.7%1,777,927$116.12M$65.31No quote
47CMACOMERICA INC0.71%Reduce -0.2%2,449,727$115.92MNo quoteNo quote
48EIXEDISON INTERNATIONAL0.70%Reduce -2.3%1,578,886$114.08MNo quoteNo quote
49KEYKEY CORP0.56%Add +4.3%7,486,993$91.12M$12.17No quote
50CSCOCISCO SYSTEMS INC0.55%Add +8.8%2,832,899$89.86M$31.72No quote
51MRKMERCK & CO INC0.54%Reduce -0.5%1,408,678$87.92M$62.41No quote
52FLEXFLEX LTD0.53%Add +0.4%6,400,643$87.18M$13.62No quote
53ACMAECOM0.51%Reduce -20.1%2,793,775$83.06M$29.73No quote
54ALLALLSTATE CORP0.50%Reduce -8.7%1,176,727$81.41M$69.18No quote
55FITBFIFTH THIRD BANCORP0.48%Add +4.2%3,877,875$79.34M$20.46No quote
56PFEPFIZER INC0.48%Add +6.5%2,329,636$78.91M$33.87No quote
57IVZINVESCO LTD0.48%Reduce -12.7%2,523,211$78.9M$31.27No quote
58KKELLOGG COMPANY0.46%Reduce -0.2%970,849$75.21MNo quoteNo quote
59WBSWEBSTER FINANCIAL CORP.0.45%Reduce -0.1%1,933,810$73.5M$38.01No quote
60KBRKBR INC0.44%Reduce -2.3%4,774,681$72.24M$15.13No quote
61SPNSUPERIOR ENERGY SERVICES INC0.44%Reduce -5.8%4,016,036$71.89MNo quoteNo quote
62DANDANA INC0.44%Reduce -13.7%4,572,452$71.29MNo quoteNo quote
63BHIBAKER HUGHES INC0.43%-1,384,985$69.9MNo quoteNo quote
64ATUACTUANT CORP- A0.42%Add +6.4%2,947,227$68.49MNo quoteNo quote
65ETRENTERGY CORP0.37%Reduce -0.3%797,778$61.21MNo quoteNo quote
66QCOMQUALCOMM INC0.37%Reduce -0.6%883,045$60.49M$68.50No quote
67VIVTELEFONICA BRASIL - ADR0.36%Reduce -14.9%4,105,806$59.41MNo quoteNo quote
68GGENPACT LTD0.36%Add +9.5%2,433,316$58.28M$23.95No quote
69TELTE CONNECTIVITY LTD.0.34%Reduce -0.3%876,215$56.41M$64.38No quote
70ENHENDURANCE SPECIALTY HOLDINGS0.33%Add +1.6%816,510$53.44MNo quoteNo quote
71CFGCITIZENS FINANCIAL GROUP0.32%Reduce -0.2%2,092,046$51.69M$24.71No quote
72GTLSCHART INDUSTRIES INC0.31%Reduce -7.8%1,545,118$50.73MNo quoteNo quote
73SNVSYNOVUS FINANCIAL CORP0.31%Add +1.7%1,556,737$50.64MNo quoteNo quote
74BAXBAXTER INTERNATIONAL INC0.31%Reduce -65.9%1,061,577$50.53M$47.60No quote
75ASBASSOCIATED BANC CORP0.29%Add +4.9%2,428,717$47.58M$19.59No quote
76CVSCVS HEALTH CORPORATION0.29%Reduce 0.0%529,858$47.15M$88.99No quote
77WFCWELLS FARGO CO0.28%Reduce -0.2%1,017,204$45.04M$44.28No quote
78AELAMERICAN EQUITY INVT LIFE0.28%Reduce -5.1%2,538,067$45MNo quoteNo quote
79CTSHCOGNIZANT TECH SOLUTIONS - A0.27%Add +70.2%940,451$44.87M$47.71No quote
80DOORMASONITE INTERNATIONAL CORP0.27%Add +14.6%721,605$44.86MNo quoteNo quote
81PNCPNC FINANCIAL SERVICES0.27%Reduce -77.1%489,885$44.13M$90.09No quote
82GTSTRIPLE-S MANAGEMENT CORP-B0.26%Add +26.4%1,971,750$43.24MNo quoteNo quote
83AXEANIXTER INTERNATIONAL INC0.26%Add +5.6%653,454$42.15MNo quoteNo quote
84GLWCORNING INC0.25%Reduce -50.8%1,756,052$41.53M$23.65No quote
85CUBCUBIC CORP0.25%Add +2.2%869,384$40.7MNo quoteNo quote
86HOPEHOPE BANCORP INC0.25%New2,310,964$40.14MNo quoteNo quote
87NSITINSIGHT ENTERPRISES INC0.24%Reduce -7.3%1,222,338$39.79M$32.55No quote
88SCSCSCANSOURCE INC0.24%Add +16.3%1,076,702$39.3M$36.50No quote
89VRVALIDUS HOLDINGS LTD0.21%Reduce -3.9%701,669$34.96MNo quoteNo quote
90GNWGENWORTH FINANCIAL INC CL A0.21%Add +1.0%6,919,984$34.32MNo quoteNo quote
91DIODDIODES INC.0.21%Reduce -3.1%1,583,658$33.8M$21.34No quote
92TAT&T INC0.20%Reduce -0.3%823,993$33.46M$40.61No quote
93TMKTORCHMARK CORP0.20%Reduce -38.9%518,808$33.15MNo quoteNo quote
94OMIOWENS & MINOR INC0.20%Add +109.6%942,143$32.72MNo quoteNo quote
95FMBIFIRST MIDWEST BANCORP INC0.20%Add +2.3%1,673,166$32.39MNo quoteNo quote
96AHLASPEN INSURANCE HOLDINGS LTD0.20%Add +13.4%688,448$32.08MNo quoteNo quote
97ARGOARGO GROUP INTERNATIONAL0.18%Add +2.5%525,702$29.66MNo quoteNo quote
98UVVUNIVERSAL CORP0.17%Reduce -3.0%485,490$28.27M$58.22No quote
99CMCOCOLUMBUS MCKINNON CORP0.17%Add +1.4%1,543,733$27.54M$17.84No quote
100FTIFMC TECHNOLOGIES INC0.17%Reduce -4.6%910,350$27.01M$29.67No quote
101SRISTONERIDGE INC0.16%Reduce -22.0%1,460,399$26.87MNo quoteNo quote
102TRSTRIMAS CORP0.16%Add +38.0%1,376,062$25.61M$18.61No quote
103BGCGENERAL CABLE CORP DEL NE0.16%Add +2.1%1,708,742$25.6M$14.98No quote
104LLLL-3 COMMUNICATIONS0.16%Reduce -21.4%168,400$25.38MNo quoteNo quote
105ESNDESSENDANT INC0.15%Add +2.6%1,203,461$24.7MNo quoteNo quote
106UPBDRENT A CENTER INC0.14%Add +2.7%1,825,479$23.07M$12.64No quote
107TCFTCF FINANCIAL CORP0.14%Add +2.3%1,578,394$22.9MNo quoteNo quote
108RDUSSCHNITZER STEEL INDS INC - A0.13%Add +2.1%1,037,754$21.69MNo quoteNo quote
109WSFSWSFS FINANCIAL CORP0.13%Add +2.0%590,212$21.54M$36.49No quote
110LMLEGG MASON INC0.13%-639,775$21.42MNo quoteNo quote
111ROCKGIBRALTAR INDUSTRIES INC0.13%Reduce -49.6%567,077$21.07MNo quoteNo quote
112TTEKTETRA TECH INC0.13%Reduce -38.9%593,806$21.06M$35.47No quote
113ARWARROW ELECTRONICS INC0.12%-304,670$19.49M$63.97No quote
114PCGPG&E CORP0.12%Add +0.1%312,782$19.13M$61.17No quote
115BBTBB&T CORP0.11%Reduce -0.7%477,752$18.02MNo quoteNo quote
116AETAETNA INC0.11%Add +0.1%155,248$17.92MNo quoteNo quote
117HPTHOSPITALITY PROPERTIES TRUST0.11%Reduce -0.1%587,608$17.46MNo quoteNo quote
118EGEVEREST RE GROUP LTD0.11%Add +0.0%91,703$17.42M$189.97No quote
119EXCEXELON CORP0.10%Reduce -20.3%487,151$16.22MNo quoteNo quote
120PGPROCTER & GAMBLE COMPANY0.10%Add +32.5%179,170$16.08M$89.75No quote
121TSMTAIWAN SEMICONDUCTOR - SP ADR0.10%Reduce -6.6%513,528$15.71M$30.59No quote
122PGRPROGRESSIVE CORP0.10%-496,260$15.63M$31.50No quote
123JBLJABIL CIRCUIT INC0.10%Reduce -0.1%712,955$15.56M$21.82No quote
124KSSKOHLS CORP0.09%Reduce -0.5%351,299$15.37MNo quoteNo quote
125RDCROWAN COMPANIES PLC - A0.09%-996,725$15.11MNo quoteNo quote
126ARCARC DOCUMENT SOLUTIONS INC0.09%Add +1.7%3,983,936$14.9MNo quoteNo quote
127HIGTHE HARTFORD FINANCIAL SERVICES GROUP INC0.08%-314,390$13.46M$42.82No quote
128NWSNEWS CORP - CLASS B0.08%Reduce -60.6%888,815$12.64M$14.22No quote
129OCOWENS CORNING0.07%-203,330$10.86M$53.39No quote
130CBCHUBB LTD0.06%Reduce -38.6%83,429$10.48M$125.65No quote
131KKRKKR & CO LP0.05%Reduce -11.9%612,618$8.74M$14.26No quote
132DRHDIAMONDROCK HOSPITALITY CO.0.05%Add +3.7%846,653$7.71M$9.10No quote
133AIZASSURANT INC0.05%Reduce -0.2%80,124$7.39MNo quoteNo quote
134CDWCDW CORP0.04%-146,082$6.68M$45.73No quote
135APOAPOLLO GLOBAL MANAGEMENT-A0.04%Reduce -8.8%348,100$6.25M$17.96No quote
136WAIRWESCO AIRCRAFT HOLDINGS INC0.03%New379,177$5.09MNo quoteNo quote
137BPOPPOPULAR INC.0.03%Reduce -39.4%114,425$4.37MNo quoteNo quote
138INFYINFOSYS LTD - SP ADR0.01%-114,700$1.81M$15.78No quote
139SHGSHINHAN FINANCIAL GROUP - ADR0.01%-33,600$1.22M$36.43No quote
140APAAPACHE CORP0.01%Reduce -98.1%17,450$1.12M$63.90No quote
141PKXPOSCO - ADR0.01%-18,900$965KNo quoteNo quote
142PBRPETROLEO BRASILEIRO S.A. - ADR0.00%-76,100$710K$9.33No quote
143RNRRENAISSANCE RE HLDGS LTD0.00%New2,530$304K$120.16No quote
144LHLABORATORY CORP OF AMERICA HOLDINGS0.00%New2,185$300K$137.30No quote
145VARVARIAN MEDICAL SYSTEMS INC0.00%New2,998$298KNo quoteNo quote
146DGDOLLAR GENERAL CORP0.00%New4,077$285K$69.90No quote
147ESRXEXPRESS SCRIPTS HOLDING CO0.00%New3,507$247KNo quoteNo quote
148NLYANNALY CAPITAL MANAGMENT INC0.00%Add +64.1%20,355$214KNo quoteNo quote
149BIIBBIOGEN INC0.00%New642$201K$313.08No quote
151MSMMSC INDUSTRIAL DIRECT CO-A0.00%New2,730$200K$73.26No quote
150AMGNAMGEN INC0.00%New1,196$200K$167.22No quote
152CFFNCAPITOL FEDERAL FINANCIAL INC0.00%New11,400$160KNo quoteNo quote
158XLXL GROUP PLC-Sold0$0No quoteNo quote
157PRIPRIMERICA INC-Sold0$0No quoteNo quote
156MASMASCO CORP-Sold0$0No quoteNo quote
155KEGKEY ENERGY SERVICES INC-Sold0$0No quoteNo quote
154EPREPR PROPERTIES-Sold0$0No quoteNo quote
153BBCNBBCN BANCORP INC-Sold0$0No quoteNo quote