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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 112 of 191 rows. Rows without a quote are marked unavailable.

1AIGAMERICAN INTERNATIONAL GROUP3.17%Reduce -3.9%10,471,421$583.26M$55.70No quote
2NOVNATIONAL OILWELL VARCO INC3.17%Add +13.5%27,485,982$582.7M$21.20No quote
3GEGENERAL ELECTRIC CO3.08%Add +6.4%63,371,882$566.55M$8.94No quote
4CCITIGROUP INC2.87%Reduce -2.2%7,623,324$526.62M$69.08No quote
5CTSHCOGNIZANT TECH SOLUTIONS - A2.80%Add +11.6%8,535,997$514.42M$60.27No quote
6HPEHEWLETT PACKARD ENTERPRISE COMPANY2.74%Reduce -0.7%33,241,319$504.27M$15.17No quote
7HALHALLIBURTON CO2.74%Add +13.2%26,696,811$503.24M$18.85No quote
8COFCAPITAL ONE FINL CORP2.73%Reduce -2.0%5,512,472$501.53M$90.98No quote
9MCKMCKESSON CORPORATION2.71%Reduce -5.5%3,646,334$498.31M$136.66No quote
10LEALEAR CORP2.69%Add +9.3%4,191,481$494.18M$117.90No quote
11WFCWELLS FARGO CO2.68%Reduce -0.6%9,759,385$492.26M$50.44No quote
12NWLNEWELL BRANDS INC.2.56%Add +0.6%25,170,831$471.2M$18.72No quote
13PVHPVH CORP2.47%Add +71.5%5,148,565$454.26M$88.23No quote
14EIXEDISON INTERNATIONAL2.33%Reduce -23.2%5,689,120$429.07MNo quoteNo quote
15BACBANK OF AMERICA CORP2.29%Reduce -2.0%14,413,045$420.43M$29.17No quote
16EQHAXA EQUITABLE HOLDINGS INC2.27%Add +8.8%18,808,418$416.8M$22.16No quote
17MYLMYLAN NV2.09%Reduce -8.0%19,408,418$383.9MNo quoteNo quote
18MSMORGAN STANLEY2.00%Reduce -3.1%8,615,226$367.61M$42.67No quote
19IPGINTERPUBLIC GROUP OF COS INC1.94%Add +0.1%16,535,738$356.51MNo quoteNo quote
20SWKSTANLEY BLACK & DECKER INC1.77%Reduce -6.4%2,250,655$325.02M$144.41No quote
21WABWABTEC CORP1.74%Add +39.5%4,454,989$320.14M$71.86No quote
22ORCLORACLE CORP1.72%Reduce -27.3%5,750,304$316.44M$55.03No quote
23AVTAVNET INC1.72%Reduce -3.5%7,086,594$315.25M$44.48No quote
24VOYAVOYA FINANCIAL INC.1.66%Reduce -19.3%5,588,970$304.26M$54.44No quote
25AXSAXIS CAPITAL HOLDINGS LTD1.60%Reduce -5.6%4,404,323$293.86M$66.72No quote
26METMETLIFE INC1.59%Reduce -15.3%6,185,943$291.73M$47.16No quote
27FFORD MOTOR COMPANY1.58%Reduce -4.1%31,709,958$290.46M$9.16No quote
28JPMJP MORGAN CHASE & CO1.48%Reduce -5.8%2,316,972$272.68M$117.69No quote
29MHKMOHAWK INDUSTRIES INC1.28%Reduce -3.8%1,903,027$236.11M$124.07No quote
30AMGNAMGEN INC1.27%Reduce -1.0%1,209,274$234.01M$193.51No quote
31KKRKKR & CO INC1.25%Reduce -1.1%8,541,166$229.33M$26.85No quote
32GSGOLDMAN SACHS GROUP INC1.25%Reduce -2.0%1,104,295$228.84M$207.23No quote
33BKRBAKER HUGHES A GE CO1.18%Add +48.0%9,353,685$217.01M$23.20No quote
34OMCOMNICOM GROUP1.11%Reduce -38.5%2,607,725$204.19M$78.30No quote
35FTITECHNIPFMC PLC1.02%Reduce -11.9%7,777,212$187.74M$24.14No quote
36RDSAROYAL DUTCH SHELL PLC ADR0.99%Reduce -0.4%3,102,201$182.57MNo quoteNo quote
37CVECENOVUS ENERGY INC.0.97%Reduce -5.6%19,088,003$179.05M$9.38No quote
38XOMEXXON MOBIL CORP0.96%Reduce -4.9%2,493,110$176.04M$70.61No quote
39CAHCARDINAL HEALTH INC0.94%Add +0.6%3,667,684$173.08M$47.19No quote
40WMTWALMART INC0.89%Reduce -15.2%1,378,481$163.6M$118.68No quote
41JELDJELD-WEN HOLDING INC0.81%Add +0.3%7,681,892$148.18M$19.29No quote
42RRYDER SYSTEM INC.0.75%Add +13.5%2,657,245$137.57MNo quoteNo quote
43BMYBRISTOL-MYERS SQUIBB CO0.71%New2,577,726$130.72M$50.71No quote
44GILGILDAN ACTIVEWEAR INC0.70%Reduce -0.7%3,647,615$129.49M$35.50No quote
45AXEANIXTER INTERNATIONAL INC0.69%Reduce -1.2%1,830,776$126.54MNo quoteNo quote
46FITBFIFTH THIRD BANCORP0.69%Add +11.6%4,609,562$126.21M$27.38No quote
47KEYKEY CORP0.67%Reduce -1.2%6,939,123$123.79M$17.84No quote
48AGRAVANGRID INC0.62%Add +3.2%2,191,500$114.51MNo quoteNo quote
49PFEPFIZER INC0.62%Reduce -0.2%3,148,129$113.11M$35.93No quote
50FLEXFLEX LTD0.54%Reduce -2.2%9,435,960$98.75M$10.46No quote
51ATUACTUANT CORP- A0.52%Add +0.8%4,345,098$95.33MNo quoteNo quote
52TEXTEREX CORP0.51%Add +4.8%3,636,859$94.45M$25.97No quote
53ACMAECOM0.51%Reduce -9.0%2,504,285$94.06M$37.56No quote
54CARAVIS BUDGET GROUP INC0.51%Add +13.2%3,284,768$92.83MNo quoteNo quote
55BIDUBAIDU INC - SPON ADR0.46%Add +2.6%819,847$84.25M$102.76No quote
56WTWWILLIS TOWERS WATSON PLC0.44%Reduce -20.6%415,611$80.2M$192.97No quote
57CNOCNO FINANCIAL GROUP INC0.43%Add +30.9%5,045,896$79.88M$15.83No quote
58UBSUBS GROUP AG0.43%Reduce -8.5%7,030,706$79.52M$11.31No quote
59RFREGIONS FINL CORP0.42%Add +0.3%4,869,544$77.04M$15.82No quote
60KBRKBR INC0.40%Reduce -24.0%2,986,264$73.28M$24.54No quote
61CICIGNA CORP0.38%Add +0.2%460,741$69.94M$151.79No quote
62TAT&T INC0.36%-1,724,651$65.26M$37.84No quote
63MRKMERCK & CO INC0.35%Reduce -39.1%769,422$64.77M$84.18No quote
64JNPRJUNIPER NETWORKS INC0.35%Add +0.0%2,607,980$64.55MNo quoteNo quote
65CVSCVS HEALTH CORPORATION0.33%Add +33.0%951,922$60.04M$63.07No quote
66PHPARKER HANNIFIN CORPORATION0.32%Add +0.0%328,358$59.31M$180.61No quote
67DOORMASONITE INTERNATIONAL CORP0.32%Reduce -1.1%1,010,678$58.62MNo quoteNo quote
68WBSWEBSTER FINANCIAL CORP.0.31%Add +0.0%1,227,047$57.51M$46.87No quote
69SPBSPECTRUM BRANDS HOLDINGS INC0.31%Add +10.9%1,077,967$56.83M$52.72No quote
70KKELLOGG COMPANY0.27%Reduce -21.5%780,332$50.21MNo quoteNo quote
71MURMURPHY OIL CORP0.27%Add +41.7%2,221,898$49.13M$22.11No quote
72TRSTRIMAS CORP0.26%Add +0.7%1,562,742$47.9M$30.65No quote
73CSLCARLISLE COS INC0.25%Reduce -17.4%312,731$45.52M$145.54No quote
74IVZINVESCO LTD0.24%Reduce -0.7%2,634,806$44.63M$16.94No quote
75ASBASSOCIATED BANC CORP0.24%Add +3.0%2,196,375$44.48M$20.25No quote
76ETRENTERGY CORP0.24%Reduce -0.7%376,870$44.23MNo quoteNo quote
77HOPEHOPE BANCORP INC0.22%Add +0.1%2,870,154$41.16MNo quoteNo quote
78VREXVAREX IMAGING CORP0.22%Add +20.8%1,436,703$41M$28.54No quote
79SNASNAP-ON INC0.21%Reduce -6.2%248,800$38.95M$156.54No quote
80CJC&J ENERGY SERVICES INC0.21%Add +19.5%3,585,863$38.48MNo quoteNo quote
81SCSCSCANSOURCE INC0.21%Add +0.8%1,255,617$38.36M$30.55No quote
82ROCKGIBRALTAR INDUSTRIES INC0.20%Reduce -22.0%805,043$36.98MNo quoteNo quote
83REVGREV GROUP INC0.19%Reduce -12.9%2,994,940$34.23MNo quoteNo quote
84AELAMERICAN EQUITY INVT LIFE0.19%Add +21.4%1,414,035$34.22MNo quoteNo quote
85CLSCELESTICA INC.0.18%Add +0.5%4,702,254$33.72M$7.17No quote
86UVVUNIVERSAL CORP0.18%Add +1.6%611,923$33.54M$54.81No quote
87IBNICICI BANK LTD - SPON ADR0.18%Reduce -0.0%2,736,684$33.33M$12.18No quote
88SNVSYNOVUS FINANCIAL CORP0.17%Reduce -1.3%896,602$32.06MNo quoteNo quote
89SLBSCHLUMBERGER LTD0.17%New901,989$30.82M$34.17No quote
90JBLJABIL CIRCUIT INC0.17%Reduce -41.6%850,374$30.42M$35.77No quote
91FMBIFIRST MIDWEST BANCORP INC0.16%Add +2.4%1,548,703$30.17MNo quoteNo quote
92WSFSWSFS FINANCIAL CORP0.16%Add +0.4%667,350$29.43M$44.10No quote
93DOVDOVER CORP0.16%Reduce -12.2%292,829$29.15M$99.56No quote
94GGENPACT LTD0.16%Reduce -13.7%752,050$29.14M$38.75No quote
95CSCOCISCO SYSTEMS INC0.15%Reduce -0.1%576,148$28.47M$49.41No quote
96TSMTAIWAN SEMICONDUCTOR - SP ADR0.15%Reduce -5.2%584,799$27.18M$46.48No quote
97GTSTRIPLE-S MANAGEMENT CORP-B0.14%Add +40.9%1,924,220$25.79MNo quoteNo quote
98HIGTHE HARTFORD FINANCIAL SERVICES GROUP INC0.14%Add +0.1%424,703$25.74M$60.61No quote
99TCFTCF FINANCIAL CORP0.14%Reduce -48.2%667,871$25.43MNo quoteNo quote
100LMLEGG MASON INC0.13%-640,046$24.44MNo quoteNo quote
101EGEVEREST RE GROUP LTD0.13%Add +0.1%91,175$24.26M$266.09No quote
102SYKESYKES ENTERPRISES INC0.13%New768,430$23.55MNo quoteNo quote
103ALLALLSTATE CORP0.13%Reduce -16.1%211,623$23M$108.68No quote
104THGHANOVER INSURANCE GROUP0.12%Reduce -0.0%167,924$22.76M$135.54No quote
105ARWARROW ELECTRONICS INC0.12%-304,776$22.73M$74.58No quote
106GLGLOBE LIFE INC0.12%New236,070$22.61M$95.76No quote
107HOUSREALOGY HOLDINGS CORP0.11%Add +1.2%3,094,448$20.67MNo quoteNo quote
108MPAAMOTORCAR PARTS OF AMERICA INC0.11%Add +29.9%1,173,735$19.84MNo quoteNo quote
109ARGOARGO GROUP INTERNATIONAL0.11%Add +1.2%279,431$19.63MNo quoteNo quote
110NWSANEWS CORP - CLASS A0.09%Reduce -77.9%1,128,211$15.71M$13.92No quote
111SVCSERVICE PROPERTIES TRUST0.08%New596,856$15.39M$25.79No quote
112SCSSTEELCASE INC - CL A0.08%Reduce -0.3%836,038$15.38MNo quoteNo quote
113NSITINSIGHT ENTERPRISES INC0.08%Reduce -24.1%272,942$15.2M$55.69No quote
114DRHDIAMONDROCK HOSPITALITY CO.0.07%Add +4.8%1,323,830$13.57M$10.25No quote
115SMCISUPER MICRO COMPUTER INC0.07%Add +1.8%654,430$12.57MNo quoteNo quote
116FLFOOT LOCKER INC0.05%-233,396$10.07MNo quoteNo quote
117PKXPOSCO - ADR0.05%Add +28.0%189,768$8.95MNo quoteNo quote
118APOAPOLLO GLOBAL MANAGEMENT INC0.05%New233,580$8.83M$37.82No quote
119CMACOMERICA INC0.04%-121,055$7.99MNo quoteNo quote
120CSCREDIT SUISSE GROUP SPON ADR0.04%New588,542$7.19MNo quoteNo quote
121ACWIISHARES MSCI ACWI0.04%New91,726$6.77M$73.75No quote
122SHGSHINHAN FINANCIAL GROUP - ADR0.03%Add +17.7%174,604$6.11M$34.99No quote
123HYMLYHYUNDAI MOTOR-GDR0.02%-64,300$3.6MNo quoteNo quote
124SSNHZSAMSUNG ELECTR-GDR0.02%-3,474$3.56MNo quoteNo quote
125LUKOYLUKOIL PJSC - SPON ADR0.02%Reduce -0.7%42,645$3.53MNo quoteNo quote
126PCFBYPACIFIC BASIN SHIP-UNSP ADR0.02%-851,215$3.48MNo quoteNo quote
127LNVGYLENOVO GROUP LTD ADR0.02%-235,450$3.12MNo quoteNo quote
128CRPJYCHINA RESOURCES-UNSPON ADR0.02%Add +0.2%158,337$2.88MNo quoteNo quote
129HNHAYHON HAI PRECISION INDUSTRY 144A ADR0.02%-607,573$2.87MNo quoteNo quote
130WLMIYWILMAR INTERNATIONAL - UNS ADR0.01%Reduce -28.7%98,597$2.66MNo quoteNo quote
131SMUUYSIAM COMMERCIAL BANK - UNSP ADR0.01%-169,185$2.64MNo quoteNo quote
132CHLCHINA MOBILE LTD-SPON ADR0.01%-63,242$2.62MNo quoteNo quote
133ARCARC DOCUMENT SOLUTIONS INC0.01%Reduce -1.1%1,848,713$2.51MNo quoteNo quote
134CICHYCHINA CONSTRUCTION UNSPON ADR0.01%-155,960$2.36MNo quoteNo quote
135CEZYYCEZ AS - ADR0.01%-211,609$2.34MNo quoteNo quote
136DNFGYDONGFENG MOTOR GRP-H-UNS ADR0.01%-46,264$2.22MNo quoteNo quote
137SSLSASOL LTD-SPONS ADR0.01%-128,636$2.19MNo quoteNo quote
138CIDHYCHINA AGRI-INDUSTRIES-UN ADR0.01%-327,200$2.13MNo quoteNo quote
139SBKFFSTATE BANK OF INDIA GDR REG S0.01%-48,598$1.86MNo quoteNo quote
140WAIRWESCO AIRCRAFT HOLDINGS INC0.01%Reduce -87.8%164,155$1.81MNo quoteNo quote
141CSUAYCHINA SHENHUA UNSPON ADR0.01%-218,727$1.74MNo quoteNo quote
142RNRTYREUNERT LTD-UNSPONSORED ADR0.01%-159,600$1.45MNo quoteNo quote
143KBKB FINANCIAL GROUP INC - ADR0.01%-39,441$1.41M$35.72No quote
144OTPIYOTP BANK NYRT- 144A GDR0.01%Reduce -19.3%55,460$1.15MNo quoteNo quote
145VIVTELEFONICA BRASIL - ADR0.01%Reduce -63.6%80,651$1.06MNo quoteNo quote
146GBXXYGRAND BAOXIN AUTO - UNSP ADR0.01%-489,200$924KNo quoteNo quote
147VERVEREIT INC0.00%New91,792$898KNo quoteNo quote
148CBCHUBB LTD0.00%Add +18.5%5,471$883K$161.40No quote
149WUWESTERN UNION CO0.00%New37,791$876K$23.18No quote
150VZVERIZON COMMUNICATIONS INC0.00%-14,462$873K$60.37No quote
151DOXAMDOCS LTD0.00%Reduce -1.7%13,152$869K$66.07No quote
152CDGXYCHINA DONGXIANG GRP-UNSP ADR0.00%-159,562$855KNo quoteNo quote
153AESAES CORP0.00%New52,251$854K$16.34No quote
154RNRRENAISSANCE RE HLDGS LTD0.00%Reduce -0.4%4,357$843K$193.48No quote
155LAMRLAMAR ADVERTISING CO -A0.00%Reduce -12.1%9,452$774K$81.89No quote
156BIIBBIOGEN INC0.00%Add +37.8%3,193$743K$232.70No quote
157BKNGBOOKING HOLDINGS INC0.00%Reduce -5.2%364$714K$1961.54No quote
158UNHUNITEDHEALTH GROUP INC0.00%New3,033$659K$217.28No quote
159HRBH&R BLOCK INC0.00%Add +132.4%27,654$653K$23.61No quote
160BRXBRIXMOR PROPERTY GROUP INC0.00%New31,905$647K$20.28No quote
161ELVANTHEM INC0.00%Add +1.3%2,438$585K$239.95No quote
162ZDJ2 GLOBAL INC0.00%-5,861$532K$90.77No quote
163CHRWCH ROBINSON WORLDWIDE INC0.00%-6,198$525K$84.70No quote
164GILDGILEAD SCIENCES INC0.00%New7,581$480K$63.32No quote
165LGEIYLG ELECTRONICS INC-GDR 144A0.00%-16,600$468KNo quoteNo quote
166HOFTHOOKER FURNITURE CORP0.00%New21,061$452K$21.46No quote
167CBRECBRE GROUP INC A0.00%-6,551$347K$52.97No quote
168STWDSTARWOOD PROPERTY TRUST INC0.00%New13,824$335K$24.23No quote
169INTCINTEL CORPORATION0.00%Reduce -32.0%6,439$332K$51.56No quote
170ABBVABBVIE INC0.00%New3,179$241K$75.81No quote
171UALUNITED AIRLINES HOLDINGS INC0.00%-2,526$223K$88.28No quote
172CORAMERISOURCEBERGEN CORP0.00%-2,599$214KNo quoteNo quote
173NLYANNALY CAPITAL MANAGMENT INC0.00%Add +11.7%14,614$129KNo quoteNo quote
174HNHPFHON HAI PRECISION - GDR REG S0.00%New19,488$93KNo quoteNo quote
175AMKBYAP MOELLER-MAERSK B-UNSPON ADR0.00%New14,009$79KNo quoteNo quote
191TMKTORCHMARK CORP-Sold0$0No quoteNo quote
190QRVOQORVO INC-Sold0$0No quoteNo quote
189PKPARK HOTELS & RESORTS INC-Sold0$0No quoteNo quote
188OHIOMEGA HEALTHCARE INVESTORS-Sold0$0No quoteNo quote
187NCINAVIGANT CONSULTING INC-Sold0$0No quoteNo quote
186MSFTMICROSOFT CORP-Sold0$0No quoteNo quote
185LDOSLEIDOS HOLDINGS INC.-Sold0$0No quoteNo quote
184LLLL3 TECHNOLOGIES, INC.-Sold0$0No quoteNo quote
183JLLJONES LANG LASALLE INC-Sold0$0No quoteNo quote
182HPTHOSPITALITY PROPERTIES TRUST-Sold0$0No quoteNo quote
181BENFRANKLIN RESOURCES INC.-Sold0$0No quoteNo quote
180EXPEEXPEDIA INC.-Sold0$0No quoteNo quote
179EXELEXELIXIS INC-Sold0$0No quoteNo quote
178-ENSCO ROWAN PLC - CLASS ACUSIP BJVJZD600-Sold0$0No quoteNo quote
177AAPLAPPLE INC-Sold0$0No quoteNo quote
176APOAPOLLO GLOBAL MANAGEMENT-A-Sold0$0No quoteNo quote