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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 108 of 176 rows. Rows without a quote are marked unavailable.

1GEGENERAL ELECTRIC CO3.30%Reduce -1.5%59,557,042$625.35M$10.50No quote
2AIGAMERICAN INTERNATIONAL GROUP3.06%Reduce -11.4%10,894,670$580.47M$53.28No quote
3CCITIGROUP INC2.88%Reduce -0.7%7,797,470$546.06M$70.03No quote
4NOVNATIONAL OILWELL VARCO INC2.84%Add +45.9%24,225,557$538.53M$22.23No quote
5HALHALLIBURTON CO2.83%Add +89.8%23,591,540$536.47M$22.74No quote
6LEALEAR CORP2.82%Add +46.9%3,834,303$534M$139.27No quote
7MCKMCKESSON CORPORATION2.74%Add +4.8%3,860,785$518.85M$134.39No quote
8COFCAPITAL ONE FINL CORP2.69%Reduce -0.5%5,624,853$510.4M$90.74No quote
9HPEHEWLETT PACKARD ENTERPRISE COMPANY2.64%Reduce -0.7%33,483,641$500.58M$14.95No quote
10EIXEDISON INTERNATIONAL2.64%Reduce -1.4%7,409,652$499.49MNo quoteNo quote
11CTSHCOGNIZANT TECH SOLUTIONS - A2.56%Add +0.1%7,647,398$484.77M$63.39No quote
12WFCWELLS FARGO CO2.45%Add +30.5%9,818,873$464.63M$47.32No quote
13ORCLORACLE CORP2.38%Reduce -8.1%7,911,165$450.7M$56.97No quote
14BACBANK OF AMERICA CORP2.25%Reduce -0.9%14,704,525$426.43M$29.00No quote
15MYLMYLAN NV2.12%Add +0.4%21,103,981$401.82MNo quoteNo quote
16MSMORGAN STANLEY2.06%Reduce -1.0%8,895,359$389.71M$43.81No quote
17NWLNEWELL BRANDS INC.2.04%Add +0.8%25,012,915$385.7M$15.42No quote
18VOYAVOYA FINANCIAL INC.2.02%Reduce -14.7%6,924,422$382.92M$55.30No quote
19IPGINTERPUBLIC GROUP OF COS INC1.97%Add +0.2%16,512,831$373.03MNo quoteNo quote
20METMETLIFE INC1.91%Reduce -1.8%7,299,118$362.55M$49.67No quote
21EQHAXA EQUITABLE HOLDINGS INC1.91%Add +8.7%17,286,040$361.28M$20.90No quote
22SWKSTANLEY BLACK & DECKER INC1.84%Reduce -0.7%2,405,357$347.84M$144.61No quote
23OMCOMNICOM GROUP1.83%Reduce -24.5%4,240,249$347.49M$81.95No quote
24FFORD MOTOR COMPANY1.78%Reduce -15.3%33,066,188$338.27M$10.23No quote
25AVTAVNET INC1.75%Reduce -2.4%7,339,746$332.27M$45.27No quote
26MHKMOHAWK INDUSTRIES INC1.54%Add +45.0%1,979,015$291.85M$147.47No quote
27PVHPVH CORP1.50%Add +54.3%3,001,404$284.05M$94.64No quote
28AXSAXIS CAPITAL HOLDINGS LTD1.47%Reduce -15.5%4,665,071$278.27M$59.65No quote
29JPMJP MORGAN CHASE & CO1.45%Reduce -15.1%2,460,634$275.1M$111.80No quote
30GSGOLDMAN SACHS GROUP INC1.22%Reduce -0.3%1,126,616$230.51M$204.60No quote
31WABWABTEC CORP1.21%Add +247.3%3,193,030$229.13M$71.76No quote
32FTITECHNIPFMC PLC1.21%Add +77.4%8,828,033$229M$25.94No quote
33AMGNAMGEN INC1.19%Add +28.6%1,221,320$225.07M$184.28No quote
34KKRKKR & CO INC1.15%Reduce -0.9%8,635,325$218.22M$25.27No quote
35RDSAROYAL DUTCH SHELL PLC ADR1.07%Reduce -14.1%3,114,092$202.63MNo quoteNo quote
36XOMEXXON MOBIL CORP1.06%Reduce -11.2%2,622,536$200.97M$76.63No quote
37WMTWALMART INC0.95%Reduce -1.9%1,625,340$179.58M$110.49No quote
38CVECENOVUS ENERGY INC.0.94%Reduce -3.2%20,229,435$178.42M$8.82No quote
39CAHCARDINAL HEALTH INC0.91%Add +20.5%3,644,698$171.67M$47.10No quote
40JELDJELD-WEN HOLDING INC0.86%Reduce -0.3%7,656,275$162.54M$21.23No quote
41BKRBAKER HUGHES A GE CO0.82%Add +14.1%6,319,078$155.64M$24.63No quote
42GILGILDAN ACTIVEWEAR INC0.75%Reduce -1.2%3,674,047$142.11M$38.68No quote
43PFEPFIZER INC0.72%Reduce -1.2%3,153,944$136.63M$43.32No quote
44RRYDER SYSTEM INC.0.72%Add +7.8%2,341,136$136.49MNo quoteNo quote
45KEYKEY CORP0.66%Add +0.6%7,022,232$124.65M$17.75No quote
46FITBFIFTH THIRD BANCORP0.61%-4,129,273$115.21M$27.90No quote
47AXEANIXTER INTERNATIONAL INC0.58%Reduce -0.9%1,853,703$110.69MNo quoteNo quote
48TEXTEREX CORP0.58%Add +7.7%3,471,316$109M$31.40No quote
49AGRAVANGRID INC0.57%Reduce -0.0%2,123,751$107.25MNo quoteNo quote
50ATUACTUANT CORP- A0.56%Add +0.1%4,311,706$106.97MNo quoteNo quote
51MRKMERCK & CO INC0.56%Reduce -33.9%1,263,234$105.92M$83.85No quote
52ACMAECOM0.55%Add +2.8%2,752,783$104.19M$37.85No quote
53CARAVIS BUDGET GROUP INC0.54%Add +1.2%2,901,389$102.01MNo quoteNo quote
54WTWWILLIS TOWERS WATSON PLC0.53%Reduce -21.6%523,274$100.23M$191.54No quote
55KBRKBR INC0.52%Reduce -20.0%3,929,175$97.99M$24.94No quote
56BIDUBAIDU INC - SPON ADR0.49%Add +11.4%799,111$93.78M$117.36No quote
57FLEXFLEX LTD0.49%Add +2.0%9,645,651$92.31M$9.57No quote
58UBSUBS GROUP AG0.48%Reduce -3.8%7,682,763$91.04M$11.85No quote
59BENFRANKLIN RESOURCES INC.0.39%Reduce -75.3%2,131,018$74.16M$34.80No quote
60RFREGIONS FINL CORP0.38%Add +1.1%4,854,247$72.52M$14.94No quote
61CICIGNA CORP0.38%Reduce -0.5%459,743$72.43M$157.55No quote
62JNPRJUNIPER NETWORKS INC0.37%Reduce -0.0%2,607,450$69.44MNo quoteNo quote
63NWSANEWS CORP - CLASS A0.36%Reduce -76.8%5,108,747$68.92M$13.49No quote
64CNOCNO FINANCIAL GROUP INC0.34%Add +60.3%3,855,224$64.31M$16.68No quote
65WBSWEBSTER FINANCIAL CORP.0.31%Add +8.6%1,226,496$58.59M$47.77No quote
66TAT&T INC0.30%Reduce -0.1%1,724,651$57.79M$33.51No quote
67PHPARKER HANNIFIN CORPORATION0.29%Reduce -0.0%328,305$55.82M$170.01No quote
68IVZINVESCO LTD0.29%Add +0.3%2,652,778$54.28M$20.46No quote
69DOORMASONITE INTERNATIONAL CORP0.28%Add +3.2%1,022,315$53.86MNo quoteNo quote
70KKELLOGG COMPANY0.28%Add +0.0%993,826$53.24MNo quoteNo quote
71CSLCARLISLE COS INC0.28%Reduce -21.5%378,810$53.19M$140.41No quote
72SPBSPECTRUM BRANDS HOLDINGS INC0.28%Add +59.4%971,972$52.26M$53.77No quote
73REVGREV GROUP INC0.26%Reduce -12.5%3,440,230$49.57MNo quoteNo quote
74TRSTRIMAS CORP0.25%Reduce -13.2%1,551,978$48.07M$30.97No quote
75JBLJABIL CIRCUIT INC0.24%Reduce -3.3%1,456,800$46.04M$31.60No quote
76ASBASSOCIATED BANC CORP0.24%Add +1.1%2,133,134$45.09M$21.14No quote
77SNASNAP-ON INC0.23%Reduce -0.9%265,289$43.94M$165.64No quote
78MSFTMICROSOFT CORP0.23%Reduce -0.0%318,833$42.71M$133.96No quote
79ROCKGIBRALTAR INDUSTRIES INC0.22%Reduce -3.1%1,031,560$41.63MNo quoteNo quote
80SCSCSCANSOURCE INC0.21%Add +14.8%1,245,448$40.55M$32.56No quote
81HOPEHOPE BANCORP INC0.21%Reduce -0.6%2,866,489$39.5MNo quoteNo quote
82ETRENTERGY CORP0.21%-379,428$39.06MNo quoteNo quote
83CVSCVS HEALTH CORPORATION0.21%Reduce -0.4%715,733$39M$54.49No quote
84MURMURPHY OIL CORP0.20%Add +0.1%1,567,851$38.65M$24.65No quote
85UVVUNIVERSAL CORP0.19%Add +27.3%602,495$36.61M$60.77No quote
86VREXVAREX IMAGING CORP0.19%Add +12.3%1,189,543$36.46M$30.65No quote
87CJC&J ENERGY SERVICES INC0.19%Add +20.4%3,001,122$35.35MNo quoteNo quote
88IBNICICI BANK LTD - SPON ADR0.18%Reduce -7.0%2,737,012$34.46M$12.59No quote
89DOVDOVER CORP0.18%Reduce -68.5%333,617$33.43M$100.20No quote
90GGENPACT LTD0.18%Reduce -32.7%871,875$33.21M$38.09No quote
91GTSTRIPLE-S MANAGEMENT CORP-B0.17%Add +2.2%1,365,603$32.57MNo quoteNo quote
92CLSCELESTICA INC.0.17%Add +17.9%4,679,789$31.96M$6.83No quote
93SNVSYNOVUS FINANCIAL CORP0.17%Reduce -0.3%907,959$31.78MNo quoteNo quote
94AELAMERICAN EQUITY INVT LIFE0.17%Reduce -1.3%1,164,523$31.63MNo quoteNo quote
95CSCOCISCO SYSTEMS INC0.17%Reduce -0.4%576,970$31.58M$54.73No quote
96FMBIFIRST MIDWEST BANCORP INC0.16%Add +1.0%1,512,005$30.95MNo quoteNo quote
97WSFSWSFS FINANCIAL CORP0.14%Add +0.8%664,397$27.44M$41.30No quote
98TCFTCF FINANCIAL CORP0.14%Reduce -0.4%1,288,869$26.8MNo quoteNo quote
99ALLALLSTATE CORP0.14%-252,290$25.66M$101.69No quote
100LMLEGG MASON INC0.13%Add +0.0%640,046$24.5MNo quoteNo quote
101TSMTAIWAN SEMICONDUCTOR - SP ADR0.13%Add +3.2%616,612$24.15M$39.17No quote
102HIGTHE HARTFORD FINANCIAL SERVICES GROUP INC0.12%-424,371$23.65M$55.72No quote
103EGEVEREST RE GROUP LTD0.12%Add +0.1%91,098$22.52M$247.18No quote
104HOUSREALOGY HOLDINGS CORP0.12%Add +0.2%3,058,070$22.14MNo quoteNo quote
105ARWARROW ELECTRONICS INC0.11%Add +0.1%304,776$21.72M$71.27No quote
106LLLL3 TECHNOLOGIES, INC.0.11%Reduce -48.4%88,164$21.62MNo quoteNo quote
107THGHANOVER INSURANCE GROUP0.11%Reduce -15.3%167,990$21.55M$128.30No quote
108TMKTORCHMARK CORP0.11%Reduce -15.6%236,070$21.12MNo quoteNo quote
109NSITINSIGHT ENTERPRISES INC0.11%Reduce -12.5%359,705$20.94M$58.20No quote
110ARGOARGO GROUP INTERNATIONAL0.11%Reduce -41.3%276,006$20.44MNo quoteNo quote
111MPAAMOTORCAR PARTS OF AMERICA INC0.10%Add +38.2%903,259$19.34MNo quoteNo quote
112WAIRWESCO AIRCRAFT HOLDINGS INC0.08%Reduce -2.4%1,345,295$14.93MNo quoteNo quote
113HPTHOSPITALITY PROPERTIES TRUST0.08%Add +0.0%596,856$14.92MNo quoteNo quote
114SCSSTEELCASE INC - CL A0.08%Add +0.1%838,875$14.35MNo quoteNo quote
115DRHDIAMONDROCK HOSPITALITY CO.0.07%Reduce -1.1%1,263,084$13.06M$10.34No quote
116NCINAVIGANT CONSULTING INC0.07%Add +1.0%549,721$12.75MNo quoteNo quote
117SMCISUPER MICRO COMPUTER INC0.07%Add +16.8%642,854$12.44MNo quoteNo quote
118FLFOOT LOCKER INC0.05%Add +0.1%233,396$9.78MNo quoteNo quote
119CMACOMERICA INC0.05%-121,055$8.79MNo quoteNo quote
120PKXPOSCO - ADR0.04%Add +1.1%148,272$7.87MNo quoteNo quote
121APOAPOLLO GLOBAL MANAGEMENT-A0.04%Reduce -9.3%228,267$7.83M$34.30No quote
122-ENSCO ROWAN PLC - CLASS ACUSIP BJVJZD6000.03%New685,248$5.85MNo quoteNo quote
123SHGSHINHAN FINANCIAL GROUP - ADR0.03%Reduce -0.1%148,331$5.77M$38.88No quote
124HYMLYHYUNDAI MOTOR-GDR0.02%-64,300$3.9MNo quoteNo quote
125ARCARC DOCUMENT SOLUTIONS INC0.02%Reduce -0.0%1,870,063$3.82MNo quoteNo quote
126WLMIYWILMAR INTERNATIONAL - UNS ADR0.02%-138,338$3.8MNo quoteNo quote
127LNVGYLENOVO GROUP LTD ADR0.02%Reduce -0.2%235,450$3.65MNo quoteNo quote
128LUKOYLUKOIL PJSC - SPON ADR0.02%Reduce -15.6%42,956$3.61MNo quoteNo quote
129SSNHZSAMSUNG ELECTR-GDR0.02%-3,474$3.54MNo quoteNo quote
130CRPJYCHINA RESOURCES-UNSPON ADR0.02%Add +30.8%157,963$3.46MNo quoteNo quote
131SSLSASOL LTD-SPONS ADR0.02%Add +8.5%128,636$3.2MNo quoteNo quote
132PCFBYPACIFIC BASIN SHIP-UNSP ADR0.02%-851,215$3.12MNo quoteNo quote
133SMUUYSIAM COMMERCIAL BANK - UNSP ADR0.02%-169,185$3.04MNo quoteNo quote
134HNHAYHON HAI PRECISION INDUSTRY 144A ADR0.02%-607,573$3.03MNo quoteNo quote
135VIVTELEFONICA BRASIL - ADR0.02%Reduce -82.2%221,405$2.88MNo quoteNo quote
136CHLCHINA MOBILE LTD-SPON ADR0.02%Reduce -12.5%63,242$2.86MNo quoteNo quote
137CICHYCHINA CONSTRUCTION UNSPON ADR0.01%Add +124.1%155,960$2.67MNo quoteNo quote
138CEZYYCEZ AS - ADR0.01%-211,609$2.56MNo quoteNo quote
139SBKFFSTATE BANK OF INDIA GDR REG S0.01%-48,598$2.54MNo quoteNo quote
140CIDHYCHINA AGRI-INDUSTRIES-UN ADR0.01%-327,200$2.1MNo quoteNo quote
141GBXXYGRAND BAOXIN AUTO - UNSP ADR0.01%-489,200$2.02MNo quoteNo quote
142DNFGYDONGFENG MOTOR GRP-H-UNS ADR0.01%-46,264$1.88MNo quoteNo quote
143CSUAYCHINA SHENHUA UNSPON ADR0.01%Add +72.6%218,727$1.82MNo quoteNo quote
144KBKB FINANCIAL GROUP INC - ADR0.01%-39,441$1.56M$39.48No quote
145RNRTYREUNERT LTD-UNSPONSORED ADR0.01%-159,600$1.53MNo quoteNo quote
146OTPIYOTP BANK NYRT- 144A GDR0.01%New68,700$1.37MNo quoteNo quote
147CDGXYCHINA DONGXIANG GRP-UNSP ADR0.01%-159,562$980KNo quoteNo quote
148LAMRLAMAR ADVERTISING CO -A0.00%Reduce -2.3%10,750$868K$80.74No quote
149OHIOMEGA HEALTHCARE INVESTORS0.00%Reduce -1.4%22,915$842KNo quoteNo quote
150DOXAMDOCS LTD0.00%Reduce -2.3%13,380$831K$62.11No quote
151VZVERIZON COMMUNICATIONS INC0.00%Reduce -1.4%14,462$826K$57.12No quote
152RNRRENAISSANCE RE HLDGS LTD0.00%Add +112.8%4,376$779K$178.02No quote
153BKNGBOOKING HOLDINGS INC0.00%Reduce -2.5%384$720K$1875.00No quote
154CBCHUBB LTD0.00%New4,618$680K$147.25No quote
155ELVANTHEM INC0.00%Reduce -14.9%2,407$679K$282.09No quote
156LGEIYLG ELECTRONICS INC-GDR 144A0.00%-16,600$570KNo quoteNo quote
157BIIBBIOGEN INC0.00%Reduce -5.4%2,318$542K$233.82No quote
158EXPEEXPEDIA INC.0.00%New4,020$535K$133.08No quote
159CHRWCH ROBINSON WORLDWIDE INC0.00%Reduce -6.6%6,198$523K$84.38No quote
160ZDJ2 GLOBAL INC0.00%Reduce -2.7%5,861$521K$88.89No quote
161LDOSLEIDOS HOLDINGS INC.0.00%Reduce -2.6%6,335$506K$79.87No quote
162INTCINTEL CORPORATION0.00%New9,470$453K$47.84No quote
163AAPLAPPLE INC0.00%Add +37.3%2,170$429K$197.70No quote
164JLLJONES LANG LASALLE INC0.00%Reduce -2.6%3,020$425K$140.73No quote
165HRBH&R BLOCK INC0.00%Add +24.8%11,898$349K$29.33No quote
166CBRECBRE GROUP INC A0.00%Reduce -2.6%6,551$336K$51.29No quote
167QRVOQORVO INC0.00%Reduce -4.1%4,890$326K$66.67No quote
168EXELEXELIXIS INC0.00%Reduce -2.7%14,803$316K$21.35No quote
169PKPARK HOTELS & RESORTS INC0.00%Add +0.5%9,553$263K$27.53No quote
170CORAMERISOURCEBERGEN CORP0.00%Reduce -5.5%2,599$222KNo quoteNo quote
171UALUNITED CONTINENTAL HOLDINGS0.00%Reduce -2.4%2,526$221K$87.49No quote
172NLYANNALY CAPITAL MANAGMENT INC0.00%Add +15.3%13,089$120KNo quoteNo quote
176RDCROWAN COMPANIES PLC - A-Sold0$0No quoteNo quote
175MDMEDNAX INC-Sold0$0No quoteNo quote
174METAFACEBOOK INC - A-Sold0$0No quoteNo quote
173CRICARTERS INC-Sold0$0No quoteNo quote