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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 102 of 164 rows. Rows without a quote are marked unavailable.

1VOYAVOYA FINANCIAL INC.3.11%Reduce -18.5%13,917,354$545.84M$39.22No quote
2BACBANK OF AMERICA CORP2.96%Reduce -16.5%23,479,533$518.9M$22.10No quote
3CCITIGROUP INC2.88%Reduce -6.2%8,509,400$505.71M$59.43No quote
4DOVDOVER CORP2.40%Reduce -2.9%5,628,493$421.74M$74.93No quote
5MSMORGAN STANLEY2.40%Reduce -12.1%9,972,762$421.35M$42.25No quote
6BENFRANKLIN RESOURCES INC.2.33%Reduce -1.9%10,337,674$409.17M$39.58No quote
7OMCOMNICOM GROUP2.33%Add +6.5%4,793,791$408M$85.11No quote
8PHPARKER HANNIFIN CORPORATION2.31%Reduce -17.6%2,892,713$404.98M$140.00No quote
9HPEHEWLETT PACKARD ENTERPRISE COMPANY2.27%Reduce -8.8%17,218,172$398.43M$23.14No quote
10RDSAROYAL DUTCH SHELL PLC ADR2.27%Reduce -2.8%7,323,279$398.24MNo quoteNo quote
11ORCLORACLE CORP2.23%Add +10.3%10,167,717$390.95M$38.45No quote
12AIGAMERICAN INTERNATIONAL GROUP2.22%Reduce -2.4%5,972,998$390.1M$65.31No quote
13JPMJP MORGAN CHASE & CO2.14%Reduce -11.9%4,358,837$376.12M$86.29No quote
14GSGOLDMAN SACHS GROUP INC2.03%Reduce -11.2%1,486,725$356M$239.45No quote
15XOMEXXON MOBIL CORP1.97%Reduce -0.5%3,832,620$345.93M$90.26No quote
16WMTWAL-MART STORES1.95%Reduce -5.0%4,955,044$342.49M$69.12No quote
17HLTHILTON WORLDWIDE HOLDINGS IN1.91%Add +25.9%12,342,393$335.71M$27.20No quote
18STXSEAGATE TECHNOLOGY1.81%Reduce -25.0%8,305,676$317.03M$38.17No quote
19AXSAXIS CAPITAL HOLDINGS LTD1.79%Reduce -1.1%4,820,702$314.65M$65.27No quote
20CICIGNA CORP1.76%Add +155.8%2,317,548$309.14M$133.39No quote
21RFREGIONS FINL CORP1.75%Reduce -22.0%21,420,718$307.6M$14.36No quote
22METMETLIFE INC1.72%Reduce -5.9%5,582,905$300.86M$53.89No quote
23INTCINTEL CORPORATION1.71%Reduce -3.6%8,250,579$299.25M$36.27No quote
24SPLSSTAPLES INC1.66%Reduce -6.0%32,126,425$290.74MNo quoteNo quote
25NWSANEWS CORP - CLASS A1.64%Reduce -0.1%25,095,941$287.6M$11.46No quote
26MURMURPHY OIL CORP1.53%Reduce -9.9%8,610,715$268.05M$31.13No quote
27COFCAPITAL ONE FINL CORP1.52%Reduce -4.1%3,060,147$266.97M$87.24No quote
28CTSHCOGNIZANT TECH SOLUTIONS - A1.51%Add +403.2%4,732,694$265.17M$56.03No quote
29IPGINTERPUBLIC GROUP OF COS INC1.42%Reduce -4.0%10,650,781$249.34MNo quoteNo quote
30AVTAVNET INC1.39%Add +11.4%5,108,761$243.23M$47.61No quote
31BPBP PLC - SPONS ADR1.37%Reduce -13.9%6,407,714$239.52M$37.38No quote
32STTSTATE STREET CORP1.26%Reduce -3.9%2,846,759$221.25M$77.72No quote
33FFORD MOTOR COMPANY1.22%Add +1.2%17,628,162$213.83M$12.13No quote
34CVECENOVUS ENERGY INC.1.17%Add +1.2%13,537,767$204.83M$15.13No quote
35SWKSTANLEY BLACK & DECKER INC1.16%Reduce -1.7%1,780,877$204.25M$114.69No quote
36XLXL GROUP LTD1.11%Add +2.8%5,211,287$194.17MNo quoteNo quote
37ABTABBOTT LABORATORIES1.11%Add +0.6%5,049,688$193.96M$38.41No quote
38TEXTEREX CORP1.06%Reduce -19.1%5,897,288$185.94M$31.53No quote
39HPQHP INC1.04%Reduce -28.9%12,302,586$182.57M$14.84No quote
40UBSUBS GROUP AG1.03%Reduce -0.6%11,502,855$180.25M$15.67No quote
41ONON SEMICONDUCTOR CORP0.89%Reduce -1.5%12,299,418$156.94M$12.76No quote
42WTWWILLIS TOWERS WATSON PLC0.85%Add +15.0%1,215,238$148.6M$122.28No quote
43CMACOMERICA INC0.76%Reduce -19.7%1,968,216$134.06MNo quoteNo quote
44HALHALLIBURTON CO0.75%Reduce -21.8%2,443,645$132.18M$54.09No quote
45KEYKEY CORP0.73%Reduce -6.1%7,030,618$128.45M$18.27No quote
46EIXEDISON INTERNATIONAL0.73%Add +12.8%1,780,123$128.15MNo quoteNo quote
47COPCONOCOPHILLIPS0.72%Reduce -6.0%2,518,846$126.3M$50.14No quote
48LAMRLAMAR ADVERTISING CO -A0.68%Reduce -0.7%1,766,343$118.77M$67.24No quote
49JNJJOHNSON & JOHNSON0.66%Reduce -0.3%998,964$115.09M$115.21No quote
50ALLALLSTATE CORP0.62%Add +24.8%1,468,059$108.81M$74.12No quote
51WBSWEBSTER FINANCIAL CORP.0.59%Reduce -2.0%1,894,371$102.83M$54.28No quote
52MSFTMICROSOFT CORP0.58%Reduce -42.2%1,623,878$100.91M$62.14No quote
53FITBFIFTH THIRD BANCORP0.55%Reduce -7.2%3,597,025$97.01M$26.97No quote
54FLEXFLEX LTD0.51%Reduce -3.7%6,164,462$88.58M$14.37No quote
55DANDANA INC0.48%Reduce -3.7%4,401,756$83.55MNo quoteNo quote
56CSCOCISCO SYSTEMS INC0.47%Reduce -3.0%2,749,349$83.09M$30.22No quote
57ACMAECOM0.46%Reduce -20.2%2,228,974$81.05M$36.36No quote
58KBRKBR INC0.46%Add +1.2%4,830,357$80.62M$16.69No quote
59ATUACTUANT CORP- A0.45%Add +2.2%3,011,869$78.16MNo quoteNo quote
60IVZINVESCO LTD0.44%Add +0.1%2,524,961$76.61M$30.34No quote
61MRKMERCK & CO INC0.42%Reduce -10.5%1,260,853$74.23M$58.87No quote
62PFEPFIZER INC0.41%Reduce -4.8%2,217,509$72.03M$32.48No quote
63KKELLOGG COMPANY0.41%Add +0.0%970,980$71.57MNo quoteNo quote
64SPNSUPERIOR ENERGY SERVICES INC0.38%Reduce -0.7%3,988,801$67.33MNo quoteNo quote
65SNVSYNOVUS FINANCIAL CORP0.37%Add +2.8%1,600,658$65.76MNo quoteNo quote
66DOORMASONITE INTERNATIONAL CORP0.37%Add +37.5%992,198$65.29MNo quoteNo quote
67ENHENDURANCE SPECIALTY HOLDINGS0.36%Reduce -16.4%682,748$63.09MNo quoteNo quote
68CFGCITIZENS FINANCIAL GROUP0.36%Reduce -15.6%1,766,071$62.93M$35.63No quote
69ASBASSOCIATED BANC CORP0.34%Reduce -0.2%2,424,324$59.88M$24.70No quote
70GGENPACT LTD0.34%Reduce -0.4%2,423,628$58.99M$24.34No quote
71ETRENTERGY CORP0.33%Add +0.0%797,942$58.63MNo quoteNo quote
72TELTE CONNECTIVITY LTD.0.33%Reduce -4.0%840,873$58.26M$69.28No quote
73SCSCSCANSOURCE INC0.32%Add +29.8%1,397,801$56.4M$40.35No quote
74BHIBAKER HUGHES INC0.32%Reduce -37.6%864,510$56.17MNo quoteNo quote
75WFCWELLS FARGO CO0.32%-1,017,204$56.06M$55.11No quote
76AHLASPEN INSURANCE HOLDINGS LTD0.32%Add +47.5%1,015,230$55.84MNo quoteNo quote
77AELAMERICAN EQUITY INVT LIFE0.32%Reduce -3.3%2,455,566$55.35MNo quoteNo quote
78GTLSCHART INDUSTRIES INC0.30%Reduce -4.3%1,478,059$53.24MNo quoteNo quote
79HOPEHOPE BANCORP INC0.29%Add +0.7%2,327,221$50.94MNo quoteNo quote
80NSITINSIGHT ENTERPRISES INC0.28%Add +0.9%1,233,588$49.89M$40.44No quote
81QCOMQUALCOMM INC0.28%Reduce -15.8%743,731$48.49M$65.20No quote
82ESNDESSENDANT INC0.28%Add +92.4%2,315,633$48.4MNo quoteNo quote
83AXEANIXTER INTERNATIONAL INC0.28%Reduce -8.8%596,079$48.31MNo quoteNo quote
84PNCPNC FINANCIAL SERVICES0.27%Reduce -17.3%405,338$47.41M$116.96No quote
85TRSTRIMAS CORP0.27%Add +45.9%2,007,891$47.19M$23.50No quote
86OMIOWENS & MINOR INC0.27%Add +41.1%1,329,333$46.91MNo quoteNo quote
87VIVTELEFONICA BRASIL - ADR0.26%Reduce -16.5%3,428,241$45.87MNo quoteNo quote
88CUBCUBIC CORP0.26%Add +8.3%941,085$45.13MNo quoteNo quote
89GTSTRIPLE-S MANAGEMENT CORP-B0.25%Add +6.3%2,096,324$43.39MNo quoteNo quote
90CVSCVS HEALTH CORPORATION0.24%Add +0.7%533,748$42.12M$78.91No quote
91UVVUNIVERSAL CORP0.22%Add +26.8%615,774$39.26M$63.75No quote
92GLWCORNING INC0.22%Reduce -8.7%1,604,146$38.93M$24.27No quote
93VRVALIDUS HOLDINGS LTD0.22%Reduce -0.8%695,893$38.28MNo quoteNo quote
94ARGOARGO GROUP INTERNATIONAL0.22%Add +9.7%576,502$37.99MNo quoteNo quote
95TMKTORCHMARK CORP0.22%Reduce -1.0%513,733$37.89MNo quoteNo quote
96TAT&T INC0.20%Add +0.0%824,065$35.05M$42.53No quote
97CMCOCOLUMBUS MCKINNON CORP0.19%Reduce -21.0%1,219,655$32.98M$27.04No quote
98FMBIFIRST MIDWEST BANCORP INC0.19%Reduce -22.2%1,301,748$32.84MNo quoteNo quote
99DIODDIODES INC.0.18%Reduce -20.4%1,260,067$32.35M$25.67No quote
100FTIFMC TECHNOLOGIES INC0.18%Reduce -0.2%908,825$32.29M$35.53No quote
101BGCGENERAL CABLE CORP DEL NE0.18%Reduce -1.0%1,692,150$32.24M$19.05No quote
102TCFTCF FINANCIAL CORP0.18%Add +3.0%1,625,904$31.85MNo quoteNo quote
103SRISTONERIDGE INC0.16%Add +5.8%1,545,651$27.34MNo quoteNo quote
104WSFSWSFS FINANCIAL CORP0.15%Reduce -0.6%586,487$27.18M$46.35No quote
105GNWGENWORTH FINANCIAL INC CL A0.15%Add +0.8%6,976,943$26.58MNo quoteNo quote
106MCKMCKESSON CORPORATION0.15%New186,289$26.16M$140.45No quote
107LLLL-3 COMMUNICATIONS0.15%-168,400$25.62MNo quoteNo quote
108ARWARROW ELECTRONICS INC0.12%-304,670$21.72M$71.30No quote
109EGEVEREST RE GROUP LTD0.11%Add +1.0%92,660$20.05M$216.40No quote
110ARCARC DOCUMENT SOLUTIONS INC0.11%Reduce -1.2%3,935,427$19.99MNo quoteNo quote
111UPBDRENT A CENTER INC0.11%Reduce -4.8%1,738,738$19.56M$11.25No quote
112AETAETNA INC0.11%-155,248$19.25MNo quoteNo quote
113LMLEGG MASON INC0.11%-639,775$19.14MNo quoteNo quote
114PCGPG&E CORP0.11%Reduce -0.0%312,690$19M$60.77No quote
115RDCROWAN COMPANIES PLC - A0.11%-996,725$18.83MNo quoteNo quote
116HPTHOSPITALITY PROPERTIES TRUST0.11%Reduce -0.4%585,290$18.58MNo quoteNo quote
117PGRPROGRESSIVE CORP0.10%-496,260$17.62M$35.50No quote
118KSSKOHLS CORP0.10%-351,299$17.35MNo quoteNo quote
119EXCEXELON CORP0.10%Reduce -0.7%483,693$17.17MNo quoteNo quote
120JBLJABIL CIRCUIT INC0.10%-712,955$16.88M$23.67No quote
121TSMTAIWAN SEMICONDUCTOR - SP ADR0.09%Add +7.0%549,525$15.8M$28.75No quote
122PGPROCTER & GAMBLE COMPANY0.09%Add +0.6%180,184$15.15M$84.08No quote
123HIGTHE HARTFORD FINANCIAL SERVICES GROUP INC0.09%-314,390$14.98M$47.65No quote
124WAIRWESCO AIRCRAFT HOLDINGS INC0.09%Add +163.9%1,000,737$14.96MNo quoteNo quote
125DRHDIAMONDROCK HOSPITALITY CO.0.07%Add +21.8%1,031,212$11.89M$11.53No quote
126CBCHUBB LTD0.06%Reduce -1.9%81,854$10.82M$132.13No quote
127OCOWENS CORNING0.06%-203,330$10.48M$51.56No quote
128VRTUVIRTUSA CORP0.06%New407,831$10.25MNo quoteNo quote
129BAXBAXTER INTERNATIONAL INC0.06%Reduce -78.7%225,790$10.01M$44.34No quote
130NWSNEWS CORP - CLASS B0.06%Reduce -7.1%825,807$9.75M$11.80No quote
131KKRKKR & CO LP0.05%Reduce -3.3%592,343$9.12M$15.39No quote
132CDWCDW CORP0.05%Add +9.9%160,561$8.36M$52.09No quote
133AIZASSURANT INC0.04%-80,124$7.44MNo quoteNo quote
134APOAPOLLO GLOBAL MANAGEMENT-A0.04%Reduce -4.1%333,800$6.46M$19.36No quote
135BPOPPOPULAR INC.0.03%Reduce -7.0%106,425$4.66MNo quoteNo quote
136TTEKTETRA TECH INC0.02%Reduce -85.4%86,524$3.73M$43.16No quote
137PKXPOSCO - ADR0.02%Add +234.3%63,175$3.32MNo quoteNo quote
138PGEMPLY GEM HOLDINGS INC0.02%New179,737$2.92MNo quoteNo quote
139SHGSHINHAN FINANCIAL GROUP - ADR0.01%Add +79.4%60,275$2.27M$37.64No quote
140RDUSSCHNITZER STEEL INDS INC - A0.01%Reduce -93.1%71,355$1.83MNo quoteNo quote
141INFYINFOSYS LTD - SP ADR0.01%-114,700$1.7M$14.83No quote
142AANAARONS INC0.01%New50,025$1.6MNo quoteNo quote
143BBTBB&T CORP0.01%Reduce -93.4%31,428$1.48MNo quoteNo quote
144LUKOYLUKOIL PJSC - SPON ADR0.01%New16,350$918KNo quoteNo quote
145ROCKGIBRALTAR INDUSTRIES INC0.00%Reduce -98.2%10,240$426KNo quoteNo quote
146RNRRENAISSANCE RE HLDGS LTD0.00%-2,530$345K$136.36No quote
147DOXAMDOCS LTD0.00%New5,651$329K$58.22No quote
148PINCPREMIER INC CLASS A0.00%New10,483$318KNo quoteNo quote
149DGDOLLAR GENERAL CORP0.00%Add +4.5%4,261$316K$74.16No quote
150MDTMEDTRONIC PLC0.00%New4,287$305K$71.15No quote
151LHLABORATORY CORP OF AMERICA HOLDINGS0.00%Add +6.5%2,327$299K$128.49No quote
152VARVARIAN MEDICAL SYSTEMS INC0.00%Reduce -4.6%2,860$257KNo quoteNo quote
153CORAMERISOURCEBERGEN CORP0.00%New2,852$223KNo quoteNo quote
154ABBVABBVIE INC0.00%New3,476$218K$62.72No quote
155DVADAVITA HEALTHCARE PARTNERS INC0.00%New3,327$214K$64.32No quote
156PDCOPATTERSON COS INC0.00%New5,082$209KNo quoteNo quote
157AMGNAMGEN INC0.00%Add +14.7%1,372$201K$146.50No quote
164PBRPETROLEO BRASILEIRO S.A. - ADR-Sold0$0No quoteNo quote
163MSMMSC INDUSTRIAL DIRECT CO-A-Sold0$0No quoteNo quote
162ESRXEXPRESS SCRIPTS HOLDING CO-Sold0$0No quoteNo quote
161CFFNCAPITOL FEDERAL FINANCIAL INC-Sold0$0No quoteNo quote
160BIIBBIOGEN INC-Sold0$0No quoteNo quote
159APAAPACHE CORP-Sold0$0No quoteNo quote
158NLYANNALY CAPITAL MANAGMENT INC-Sold0$0No quoteNo quote