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Focused investors/Richard Pzena

Richard Pzena - Pzena Investment Management

As of Q1 2026, Richard Pzena reported 158 long-equity positions worth $30.8B in aggregate.

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Full auditCompare with peers
Latest quarter
-3.38%
1-year
+12.90%
3-year
+34.87%
3-year top 5
+8.17%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Financial Services: 22.0% ($6.79B)Technology: 19.4% ($5.96B)Healthcare: 18.7% ($5.76B)Consumer Cyclical: 14.0% ($4.31B)Consumer Defensive: 8.2% ($2.54B)Industrials: 6.2% ($1.9B)Basic Materials: 6.1% ($1.88B)Energy: 4.1% ($1.27B)Communication Services: 0.7% ($217.47M)Real Estate: 0.5% ($158.78M)Utilities: 0.0% ($2.58M)

Sector breakdown

  • Financial Services(34)22.0%
  • Technology(25)19.4%
  • Healthcare(24)18.7%
  • Consumer Cyclical(21)14.0%
  • Consumer Defensive(11)8.2%
  • Industrials(18)6.2%
  • Basic Materials(8)6.1%
  • Energy(7)4.1%
  • Communication Services(5)0.7%
  • Real Estate(4)0.5%
  • Utilities(1)0.0%