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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 105 of 172 rows. Rows without a quote are marked unavailable.

1MYLMYLAN NV3.84%Reduce -0.8%21,115,152$763.1MNo quoteNo quote
2OMCOMNICOM GROUP2.80%Reduce -7.9%7,301,076$556.85M$76.27No quote
3CCITIGROUP INC2.66%Reduce -3.5%7,920,962$530.07M$66.92No quote
4ORCLORACLE CORP2.53%Add +2.2%11,422,967$503.3M$44.06No quote
5CTSHCOGNIZANT TECH SOLUTIONS - A2.52%Reduce -5.2%6,344,149$501.12M$78.99No quote
6COFCAPITAL ONE FINL CORP2.51%Add +11.5%5,437,557$499.71M$91.90No quote
7HPEHEWLETT PACKARD ENTERPRISE COMPANY2.50%Reduce -3.9%34,003,860$496.8M$14.61No quote
8EIXEDISON INTERNATIONAL2.49%Add +43.1%7,836,404$495.81MNo quoteNo quote
9VOYAVOYA FINANCIAL INC.2.40%Reduce -4.8%10,143,242$476.73M$47.00No quote
10FFORD MOTOR COMPANY2.37%Reduce -4.8%42,656,575$472.21M$11.07No quote
11AIGAMERICAN INTERNATIONAL GROUP2.34%Add +17.8%8,778,185$465.42M$53.02No quote
12BACBANK OF AMERICA CORP2.32%Reduce -3.3%16,403,367$462.41M$28.19No quote
13WFCWELLS FARGO CO2.22%Add +2.6%7,951,849$440.85M$55.44No quote
14NWLNEWELL BRANDS INC.2.15%New16,582,214$427.66M$25.79No quote
15DOVDOVER CORP2.11%Reduce -0.2%5,742,918$420.38M$73.20No quote
16RDSAROYAL DUTCH SHELL PLC ADR2.09%Reduce -8.4%6,006,566$415.84MNo quoteNo quote
17MSMORGAN STANLEY1.97%Add +0.6%8,247,266$390.92M$47.40No quote
18IPGINTERPUBLIC GROUP OF COS INC1.96%Reduce -5.6%16,630,916$389.83MNo quoteNo quote
19AVTAVNET INC1.95%Reduce -1.6%9,035,108$387.52M$42.89No quote
20MCKMCKESSON CORPORATION1.90%Add +7.6%2,836,710$378.42M$133.40No quote
21XOMEXXON MOBIL CORP1.88%Add +2.0%4,512,607$373.33M$82.73No quote
22AXSAXIS CAPITAL HOLDINGS LTD1.84%Add +3.0%6,569,931$365.42M$55.62No quote
23METMETLIFE INC1.82%Add +39.3%8,314,788$362.53M$43.60No quote
24JPMJP MORGAN CHASE & CO1.77%Reduce -6.1%3,380,686$352.27M$104.20No quote
25NWSANEWS CORP - CLASS A1.74%Add +1.3%22,271,937$345.22M$15.50No quote
26BENFRANKLIN RESOURCES INC.1.70%Reduce -1.2%10,531,839$337.55M$32.05No quote
27MRKMERCK & CO INC1.50%Add +8.4%4,904,336$297.69M$60.70No quote
28WMTWALMART INC1.47%Reduce -11.7%3,421,223$293.03M$85.65No quote
29AMGNAMGEN INC1.46%Add +17.6%1,578,099$291.3M$184.59No quote
30MURMURPHY OIL CORP1.33%Reduce -26.0%7,840,371$264.77M$33.77No quote
31GSGOLDMAN SACHS GROUP INC1.33%Reduce -11.2%1,198,597$264.38M$220.57No quote
32EQHAXA EQUITABLE HOLDINGS INC1.22%New11,750,490$242.18M$20.61No quote
33ESRXEXPRESS SCRIPTS HOLDING CO1.20%Reduce -0.1%3,103,548$239.63MNo quoteNo quote
34BPBP PLC - SPONS ADR1.20%Reduce -3.3%5,231,617$238.88M$45.66No quote
35GEGENERAL ELECTRIC CO1.17%Add +334.5%17,048,137$232.03M$13.61No quote
36CVECENOVUS ENERGY INC.1.10%Reduce -14.1%21,174,613$219.79M$10.38No quote
37WTWWILLIS TOWERS WATSON PLC0.98%Add +0.5%1,282,314$194.4M$151.60No quote
38JELDJELD-WEN HOLDING INC0.98%Add +19.6%6,792,253$194.19M$28.59No quote
39NOVNATIONAL OILWELL VARCO INC0.96%New4,414,593$191.59M$43.40No quote
40HALHALLIBURTON CO0.86%Reduce -9.2%3,807,157$171.55M$45.06No quote
41UBSUBS GROUP AG0.83%Add +0.8%10,777,590$165.33M$15.34No quote
42PFEPFIZER INC0.81%Add +2.0%4,456,667$161.69M$36.28No quote
43RRYDER SYSTEM INC.0.75%Add +25.8%2,086,223$149.92MNo quoteNo quote
44CAHCARDINAL HEALTH INC0.72%Add +2.0%2,932,134$143.18M$48.83No quote
45TEXTEREX CORP0.69%Add +5.2%3,270,221$137.97M$42.19No quote
46KEYKEY CORP0.69%Add +0.6%7,054,444$137.84M$19.54No quote
47ATUACTUANT CORP- A0.63%Reduce -1.6%4,290,049$125.91MNo quoteNo quote
48AXEANIXTER INTERNATIONAL INC0.62%Add +150.9%1,957,635$123.92MNo quoteNo quote
49CSCOCISCO SYSTEMS INC0.60%Add +1.3%2,760,019$118.76M$43.03No quote
50FITBFIFTH THIRD BANCORP0.59%Add +3.3%4,075,715$116.97M$28.70No quote
51MDMEDNAX INC0.50%Add +1.8%2,299,800$99.54MNo quoteNo quote
52STTSTATE STREET CORP0.48%Reduce -58.5%1,033,619$96.22M$93.09No quote
53AGRAVANGRID INC0.47%Add +2.1%1,768,747$93.62MNo quoteNo quote
54BIDUBAIDU INC - SPON ADR0.47%Reduce -9.6%383,981$93.31M$243.00No quote
55RFREGIONS FINL CORP0.44%Reduce -50.1%4,871,896$86.62M$17.78No quote
56WBSWEBSTER FINANCIAL CORP.0.41%Reduce -12.6%1,269,670$80.88M$63.70No quote
57GGENPACT LTD0.40%Reduce -8.2%2,756,705$79.75M$28.93No quote
58CSLCARLISLE COS INC0.39%Reduce -0.9%723,214$78.33M$108.31No quote
59ACMAECOM0.39%Add +1.6%2,350,270$77.63M$33.03No quote
60MFGPMICRO FOCUS INTL-SPN ADR0.37%Reduce -3.6%4,247,315$73.35MNo quoteNo quote
61DOORMASONITE INTERNATIONAL CORP0.36%Add +8.2%1,002,048$72MNo quoteNo quote
62THGHANOVER INSURANCE GROUP0.35%Reduce -21.9%586,038$70.07M$119.56No quote
63HOUSREALOGY HOLDINGS CORP0.35%Add +996.9%3,057,328$69.71MNo quoteNo quote
64IVZINVESCO LTD0.35%Add +0.5%2,620,054$69.59M$26.56No quote
65KKELLOGG COMPANY0.35%Add +2.1%993,749$69.43MNo quoteNo quote
66TRSTRIMAS CORP0.34%Reduce -1.4%2,288,592$67.29M$29.40No quote
67KBRKBR INC0.33%Add +1.2%3,705,325$66.4M$17.92No quote
68FLEXFLEX LTD0.33%Reduce -4.4%4,651,885$65.64M$14.11No quote
69ESNDESSENDANT INC0.33%Add +1.5%4,940,224$65.31MNo quoteNo quote
70VIVTELEFONICA BRASIL - ADR0.33%Add +14.0%5,498,838$65.27MNo quoteNo quote
71FTITECHNIPFMC PLC0.33%Reduce -1.6%2,043,789$64.87M$31.74No quote
72CARAVIS BUDGET GROUP INC0.32%Add +8.7%1,967,077$63.93MNo quoteNo quote
73CICIGNA CORP0.32%Add +92.6%368,856$62.69M$169.95No quote
74ASBASSOCIATED BANC CORP0.31%Add +2.3%2,239,624$61.14M$27.30No quote
75AHLASPEN INSURANCE HOLDINGS LTD0.30%Reduce -5.9%1,481,269$60.29MNo quoteNo quote
76ROCKGIBRALTAR INDUSTRIES INC0.30%Add +2.5%1,569,893$58.87MNo quoteNo quote
77ALLALLSTATE CORP0.29%Reduce -18.4%630,026$57.5M$91.27No quote
78HOPEHOPE BANCORP INC0.27%Add +4.5%3,018,616$53.82MNo quoteNo quote
79GTSTRIPLE-S MANAGEMENT CORP-B0.26%Reduce -19.7%1,346,254$52.59MNo quoteNo quote
80AELAMERICAN EQUITY INVT LIFE0.26%Reduce -12.2%1,440,920$51.87MNo quoteNo quote
81PHPARKER HANNIFIN CORPORATION0.26%Add +2.5%330,770$51.55M$155.85No quote
82SWKSTANLEY BLACK & DECKER INC0.26%Add +2.6%383,145$50.89M$132.81No quote
83SCSCSCANSOURCE INC0.25%Reduce -3.1%1,224,386$49.34M$40.30No quote
84SNASNAP-ON INC0.25%Reduce -1.0%304,454$48.93M$160.72No quote
85PAYVERIFONE SYSTEMS INC0.24%Reduce -25.2%2,115,261$48.27MNo quoteNo quote
86CVSCVS HEALTH CORPORATION0.23%Add +2.7%722,786$46.51M$64.35No quote
87SCSSTEELCASE INC - CL A0.23%Add +14.0%3,393,731$45.82MNo quoteNo quote
88HPQHP INC0.22%Reduce -50.1%1,921,477$43.6M$22.69No quote
89NSITINSIGHT ENTERPRISES INC0.22%Reduce -6.4%880,153$43.07M$48.93No quote
90UVVUNIVERSAL CORP0.21%Reduce -8.7%644,690$42.58M$66.05No quote
91DBDDIEBOLD NIXDORF INC0.21%Add +21.1%3,420,967$40.88MNo quoteNo quote
92QCOMQUALCOMM INC0.20%Add +1.5%711,742$39.94M$56.12No quote
93NCINAVIGANT CONSULTING INC0.19%New1,706,924$37.79MNo quoteNo quote
94TCFTCF FINANCIAL CORP0.17%Add +1.6%1,398,166$34.42MNo quoteNo quote
95ARGOARGO GROUP INTERNATIONAL0.17%Reduce -2.4%588,657$34.23MNo quoteNo quote
96CLSCELESTICA INC.0.17%New2,807,149$33.32M$11.87No quote
97LLLL3 TECHNOLOGIES, INC.0.17%Add +1.7%170,909$32.87MNo quoteNo quote
98SNVSYNOVUS FINANCIAL CORP0.16%Reduce -29.8%613,128$32.39MNo quoteNo quote
99MSFTMICROSOFT CORP0.16%Reduce -49.9%327,267$32.27M$98.61No quote
100FMBIFIRST MIDWEST BANCORP INC0.16%Add +4.2%1,245,852$31.73MNo quoteNo quote
101ETRENTERGY CORP0.15%Add +2.0%380,920$30.78MNo quoteNo quote
102FLFOOT LOCKER INC0.15%New580,404$30.56MNo quoteNo quote
103COPCONOCOPHILLIPS0.15%Reduce -71.8%414,882$28.88M$69.62No quote
104TAT&T INC0.14%Add +2.6%847,883$27.23M$32.11No quote
105EVTCEVERTEC INC0.13%Reduce -24.7%1,183,250$25.85M$21.85No quote
106KSSKOHLS CORP0.13%-346,078$25.23MNo quoteNo quote
107XLXL GROUP LTD0.12%Reduce -85.0%419,343$23.46MNo quoteNo quote
108CUBCUBIC CORP0.12%Reduce -49.4%361,173$23.19MNo quoteNo quote
109ARWARROW ELECTRONICS INC0.12%-304,547$22.93M$75.28No quote
110GTLSCHART INDUSTRIES INC0.12%Reduce -37.0%371,555$22.92MNo quoteNo quote
111TSMTAIWAN SEMICONDUCTOR - SP ADR0.11%-623,501$22.8M$36.56No quote
112TMKTORCHMARK CORP0.11%Reduce -15.3%279,538$22.76MNo quoteNo quote
113SPNSUPERIOR ENERGY SERVICES INC0.11%Reduce -41.8%2,288,814$22.29MNo quoteNo quote
114LMLEGG MASON INC0.11%Reduce -0.0%639,775$22.22MNo quoteNo quote
115CMACOMERICA INC0.11%-240,292$21.85MNo quoteNo quote
116HIGTHE HARTFORD FINANCIAL SERVICES GROUP INC0.11%Reduce -0.1%424,208$21.69M$51.13No quote
117EGEVEREST RE GROUP LTD0.11%-91,025$20.98M$230.48No quote
118IBNICICI BANK LTD - SPON ADR0.10%Add +457.9%2,488,980$19.99M$8.03No quote
119JBLJABIL CIRCUIT INC0.10%-712,758$19.72M$27.66No quote
120WAIRWESCO AIRCRAFT HOLDINGS INC0.09%Reduce -3.4%1,505,601$16.94MNo quoteNo quote
121HPTHOSPITALITY PROPERTIES TRUST0.09%-590,723$16.9MNo quoteNo quote
122RDCROWAN COMPANIES PLC - A0.08%-996,725$16.17MNo quoteNo quote
123KKRKKR & CO LP0.08%Reduce -2.3%641,030$15.93M$24.85No quote
124BKRBAKER HUGHES A GE CO0.07%Reduce -25.4%438,379$14.48M$33.03No quote
125DRHDIAMONDROCK HOSPITALITY CO.0.07%Add +6.7%1,072,425$13.17M$12.28No quote
126APOAPOLLO GLOBAL MANAGEMENT-A0.06%Add +6.0%346,032$11.03M$31.87No quote
127PKXPOSCO - ADR0.04%Add +4.8%106,653$7.91MNo quoteNo quote
128BHFBRIGHTHOUSE FINANCIAL INC0.04%Reduce -54.8%187,061$7.5M$40.07No quote
129WSFSWSFS FINANCIAL CORP0.03%Reduce -0.3%119,479$6.37M$53.30No quote
130EWYISHARES MSCI SOUTH KOREA ETF0.03%New88,787$6.01M$67.71No quote
131EWTISHARES MSCI TAIWAN CAPPED ETF0.02%New125,790$4.53M$36.00No quote
132ARCARC DOCUMENT SOLUTIONS INC0.02%Reduce -0.1%2,029,126$3.59MNo quoteNo quote
133SHGSHINHAN FINANCIAL GROUP - ADR0.02%Add +2.7%83,124$3.2M$38.48No quote
134NWSNEWS CORP - CLASS B0.01%Reduce -12.7%167,328$2.65M$15.85No quote
135CFGCITIZENS FINANCIAL GROUP0.01%Reduce -96.5%25,992$1.01M$38.90No quote
136CHLCHINA MOBILE LTD-SPON ADR0.00%-20,500$910KNo quoteNo quote
137HCPHCP INC0.00%New29,591$764KNo quoteNo quote
138LAMRLAMAR ADVERTISING CO -A0.00%Reduce -91.5%10,061$687K$68.28No quote
139BKNGBOOKING HOLDINGS INC0.00%-332$673K$2027.11No quote
140WRBWR BERKLEY CORP0.00%Add +51.2%9,284$672K$72.38No quote
142INGRINGREDION INC0.00%Add +6.2%5,615$622K$110.77No quote
141METAFACEBOOK INC - A0.00%New3,201$622K$194.31No quote
143SSNCSS&C TECHNOLOGIES HOLDINGS0.00%New11,485$596K$51.89No quote
144LUKOYLUKOIL PJSC - SPON ADR0.00%Reduce -47.9%8,519$587KNo quoteNo quote
145DOXAMDOCS LTD0.00%Reduce -0.9%8,557$566K$66.14No quote
146PCGPG&E CORP0.00%Reduce -21.0%12,507$532K$42.54No quote
147PINCPREMIER INC CLASS A0.00%Add +16.1%14,537$529KNo quoteNo quote
148OHIOMEGA HEALTHCARE INVESTORS0.00%Add +26.8%16,911$524KNo quoteNo quote
149PRAHPRA HEALTH SCIENCES INC0.00%New5,583$521KNo quoteNo quote
150BIIBBIOGEN INC0.00%Add +2.5%1,790$520K$290.50No quote
151ZBHZIMMER BIOMET HOLDINGS INC0.00%-4,567$509K$111.45No quote
152SOSOUTHERN CO0.00%Reduce -34.3%10,846$502K$46.28No quote
153JLLJONES LANG LASALLE INC0.00%New2,958$491K$165.99No quote
154YALLEGHANY CORP0.00%-825$474KNo quoteNo quote
155CRICARTERS INC0.00%-3,872$420K$108.47No quote
156CELGCELGENE CORP0.00%Reduce -6.4%4,518$359KNo quoteNo quote
157NEUNEWMARKET CORP0.00%Add +9.2%794$321KNo quoteNo quote
158AZOAUTOZONE INC.0.00%Add +1.8%445$299K$671.91No quote
159MOHMOLINA HEALTHCARE INC0.00%Reduce -3.7%2,979$292K$98.02No quote
160CRLCHARLES RIVER LABORATORIES0.00%New2,225$250K$112.36No quote
161SRCSPIRIT REALTY CAPITAL INC0.00%New12,328$99KNo quoteNo quote
172VRVALIDUS HOLDINGS LTD-Sold0$0No quoteNo quote
171TELTE CONNECTIVITY LTD.-Sold0$0No quoteNo quote
170PGEMPLY GEM HOLDINGS INC-Sold0$0No quoteNo quote
169OMIOWENS & MINOR INC-Sold0$0No quoteNo quote
168ONON SEMICONDUCTOR CORP-Sold0$0No quoteNo quote
167ORIOLD REPUBLIC INTL CORP-Sold0$0No quoteNo quote
166GNWGENWORTH FINANCIAL INC CL A-Sold0$0No quoteNo quote
165BGCGENERAL CABLE CORP DEL NE-Sold0$0No quoteNo quote
164CBCHUBB LTD-Sold0$0No quoteNo quote
163BROBROWN & BROWN INC-Sold0$0No quoteNo quote
162CORAMERISOURCEBERGEN CORP-Sold0$0No quoteNo quote