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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 104 of 174 rows. Rows without a quote are marked unavailable.

1BACBANK OF AMERICA CORP2.85%Reduce -8.9%21,393,274$504.67M$23.59No quote
2CCITIGROUP INC2.83%Reduce -1.4%8,391,768$502M$59.82No quote
3VOYAVOYA FINANCIAL INC.2.74%Reduce -8.0%12,801,547$485.95M$37.96No quote
4DOVDOVER CORP2.53%Reduce -0.8%5,581,569$448.48M$80.35No quote
5ORCLORACLE CORP2.53%Reduce -1.2%10,043,940$448.06M$44.61No quote
6BENFRANKLIN RESOURCES INC.2.40%Reduce -2.3%10,102,113$425.7M$42.14No quote
7XOMEXXON MOBIL CORP2.40%Add +35.3%5,184,090$425.15M$82.01No quote
8OMCOMNICOM GROUP2.40%Add +2.8%4,929,240$424.95M$86.21No quote
9HPEHEWLETT PACKARD ENTERPRISE COMPANY2.32%Add +0.7%17,334,846$410.84M$23.70No quote
10CTSHCOGNIZANT TECH SOLUTIONS - A2.25%Add +41.9%6,713,981$399.62M$59.52No quote
11AIGAMERICAN INTERNATIONAL GROUP2.25%Add +7.0%6,389,150$398.88M$62.43No quote
12MSMORGAN STANLEY2.23%Reduce -7.6%9,216,815$394.85M$42.84No quote
13RDSAROYAL DUTCH SHELL PLC ADR2.22%Add +1.8%7,458,231$393.27MNo quoteNo quote
14WMTWAL-MART STORES2.08%Add +3.2%5,115,038$368.69M$72.08No quote
15JPMJP MORGAN CHASE & CO2.07%Reduce -4.3%4,169,609$366.26M$87.84No quote
16CICIGNA CORP1.86%Reduce -2.6%2,256,353$330.53M$146.49No quote
17GSGOLDMAN SACHS GROUP INC1.84%Reduce -4.6%1,418,891$325.95M$229.72No quote
18AXSAXIS CAPITAL HOLDINGS LTD1.79%Reduce -1.7%4,740,492$317.76M$67.03No quote
19NWSANEWS CORP - CLASS A1.79%Reduce -3.0%24,353,441$316.6M$13.00No quote
20MCKMCKESSON CORPORATION1.74%Add +1015.0%2,077,104$307.95M$148.26No quote
21INTCINTEL CORPORATION1.71%Add +1.8%8,395,710$302.83M$36.07No quote
22RFREGIONS FINL CORP1.64%Reduce -6.8%19,965,102$290.09M$14.53No quote
23METMETLIFE INC1.63%Reduce -1.9%5,474,227$289.15M$52.82No quote
24MYLMYLAN NV1.60%New7,262,316$283.16MNo quoteNo quote
25SPLSSTAPLES INC1.54%Reduce -2.8%31,228,241$273.87MNo quoteNo quote
26COFCAPITAL ONE FINL CORP1.54%Add +3.1%3,155,712$273.47M$86.66No quote
27PHPARKER HANNIFIN CORPORATION1.54%Reduce -41.2%1,701,815$272.84M$160.32No quote
28MURMURPHY OIL CORP1.47%Add +5.8%9,114,773$260.59M$28.59No quote
29AVTAVNET INC1.41%Add +6.7%5,450,045$249.39M$45.76No quote
30HLTHILTON WORLDWIDE HOLDINGS INC1.40%New4,256,903$248.86M$58.46No quote
31SWKSTANLEY BLACK & DECKER INC1.28%Reduce -3.8%1,713,256$227.64M$132.87No quote
32STTSTATE STREET CORP1.27%Reduce -0.5%2,832,878$225.53M$79.61No quote
33IPGINTERPUBLIC GROUP OF COS INC1.27%Reduce -14.0%9,161,457$225.1MNo quoteNo quote
34CVECENOVUS ENERGY INC.1.21%Add +40.6%19,032,719$215.07M$11.30No quote
35BPBP PLC - SPONS ADR1.21%Reduce -2.9%6,223,152$214.82M$34.52No quote
36XLXL GROUP LTD1.15%Reduce -1.9%5,111,936$203.76MNo quoteNo quote
37FFORD MOTOR COMPANY1.13%Reduce -2.4%17,201,293$200.22M$11.64No quote
38TEXTEREX CORP1.02%Reduce -2.6%5,743,227$180.34M$31.40No quote
39UBSUBS GROUP AG1.01%Reduce -2.9%11,174,816$178.24M$15.95No quote
40ONON SEMICONDUCTOR CORP0.97%Reduce -9.8%11,088,675$171.76M$15.49No quote
41WTWWILLIS TOWERS WATSON PLC0.91%Add +1.9%1,238,446$162.1M$130.89No quote
42STXSEAGATE TECHNOLOGY0.89%Reduce -58.5%3,443,251$158.15M$45.93No quote
43EIXEDISON INTERNATIONAL0.80%Add +0.6%1,790,588$142.55MNo quoteNo quote
44LAMRLAMAR ADVERTISING CO -A0.74%Reduce -0.7%1,754,122$131.1M$74.74No quote
45ABTABBOTT LABORATORIES0.73%Reduce -42.1%2,922,096$129.77M$44.41No quote
46COPCONOCOPHILLIPS0.70%Reduce -0.7%2,502,552$124.8M$49.87No quote
47KEYKEY CORP0.69%Reduce -1.7%6,912,571$122.91M$17.78No quote
48ALLALLSTATE CORP0.67%Reduce -0.3%1,464,140$119.31M$81.49No quote
49JNJJOHNSON & JOHNSON0.64%Reduce -8.5%914,439$113.89M$124.55No quote
50HPQHP INC0.63%Reduce -49.1%6,263,058$111.98M$17.88No quote
51FLEXFLEX LTD0.54%Reduce -7.2%5,719,698$96.09M$16.80No quote
52FITBFIFTH THIRD BANCORP0.51%Reduce -0.1%3,591,997$91.24M$25.40No quote
53MSFTMICROSOFT CORP0.51%Reduce -15.1%1,377,964$90.75M$65.86No quote
54ATUACTUANT CORP- A0.49%Add +9.6%3,300,324$86.96MNo quoteNo quote
55CAHCARDINAL HEALTH INC0.49%New1,059,303$86.39M$81.55No quote
56CSCOCISCO SYSTEMS INC0.48%Reduce -8.8%2,507,355$84.75M$33.80No quote
57WBSWEBSTER FINANCIAL CORP.0.47%Reduce -12.2%1,663,136$83.22M$50.04No quote
58JELDJELD-WEN HOLDING INC0.46%New2,507,051$82.36M$32.85No quote
59CMACOMERICA INC0.45%Reduce -41.0%1,162,325$79.71MNo quoteNo quote
60ACMAECOM0.45%Reduce -0.1%2,225,695$79.21M$35.59No quote
61IVZINVESCO LTD0.43%Reduce -0.5%2,512,119$76.95M$30.63No quote
62PFEPFIZER INC0.43%-2,217,509$75.86M$34.21No quote
63KBRKBR INC0.42%Add +2.3%4,942,159$74.28M$15.03No quote
64AGRAVANGRID INC0.41%New1,720,977$73.56MNo quoteNo quote
65BIDUBAIDU INC - SPON ADR0.41%New425,160$73.35M$172.52No quote
66DOORMASONITE INTERNATIONAL CORP0.41%Reduce -8.4%909,280$72.06MNo quoteNo quote
67KKELLOGG COMPANY0.40%Reduce -0.0%970,849$70.49MNo quoteNo quote
68GGENPACT LTD0.37%Add +8.6%2,631,711$65.16M$24.76No quote
69DANDANA INC0.34%Reduce -28.2%3,162,214$61.06MNo quoteNo quote
70CFGCITIZENS FINANCIAL GROUP0.34%Reduce -0.0%1,765,783$61.01M$34.55No quote
71ASBASSOCIATED BANC CORP0.33%Reduce -1.9%2,378,954$58.05M$24.40No quote
72AELAMERICAN EQUITY INVT LIFE0.32%Reduce -1.1%2,427,963$57.37MNo quoteNo quote
73WFCWELLS FARGO CO0.32%Add +0.0%1,017,334$56.63M$55.66No quote
74SPNSUPERIOR ENERGY SERVICES INC0.32%Reduce -1.0%3,949,817$56.32MNo quoteNo quote
75TRSTRIMAS CORP0.32%Add +34.9%2,708,647$56.2M$20.75No quote
76SNVSYNOVUS FINANCIAL CORP0.31%Reduce -15.5%1,353,254$55.51MNo quoteNo quote
77OMIOWENS & MINOR INC0.31%Add +18.8%1,579,596$54.65MNo quoteNo quote
78TELTE CONNECTIVITY LTD.0.31%Reduce -13.1%730,972$54.49M$74.55No quote
79AHLASPEN INSURANCE HOLDINGS LTD0.31%Add +2.9%1,044,312$54.36MNo quoteNo quote
80VIVTELEFONICA BRASIL - ADR0.30%Add +4.8%3,594,488$53.38MNo quoteNo quote
81MRKMERCK & CO INC0.30%Reduce -34.5%826,233$52.5M$63.54No quote
82ESNDESSENDANT INC0.29%Add +48.3%3,434,765$52.04MNo quoteNo quote
83SCSCSCANSOURCE INC0.28%Reduce -8.3%1,281,823$50.31M$39.25No quote
84CUBCUBIC CORP0.27%Reduce -2.4%918,538$48.5MNo quoteNo quote
85GTLSCHART INDUSTRIES INC0.26%Reduce -10.2%1,327,785$46.39MNo quoteNo quote
86PAYVERIFONE SYSTEMS INC0.26%New2,425,979$45.44MNo quoteNo quote
87HOPEHOPE BANCORP INC0.25%Reduce -1.4%2,294,878$43.99MNo quoteNo quote
88QCOMQUALCOMM INC0.24%Add +0.0%743,776$42.65M$57.34No quote
89CVSCVS HEALTH CORPORATION0.24%Add +0.1%534,035$41.92M$78.50No quote
90FTITECHNIPFMC PLC0.24%New1,288,273$41.87M$32.50No quote
91GLWCORNING INC0.23%Reduce -7.7%1,480,948$39.99M$27.00No quote
92VRVALIDUS HOLDINGS LTD0.22%Reduce -0.0%695,638$39.23MNo quoteNo quote
93ARGOARGO GROUP INTERNATIONAL0.22%Reduce -0.3%575,001$38.99MNo quoteNo quote
94HALHALLIBURTON CO0.21%Reduce -68.8%763,105$37.55M$49.21No quote
95AXEANIXTER INTERNATIONAL INC0.21%Reduce -21.0%470,798$37.33MNo quoteNo quote
96TMKTORCHMARK CORP0.21%Reduce -6.5%480,175$36.99MNo quoteNo quote
97GTSTRIPLE-S MANAGEMENT CORP-B0.21%Reduce -0.8%2,079,325$36.53MNo quoteNo quote
98NSITINSIGHT ENTERPRISES INC0.21%Reduce -28.2%885,468$36.38M$41.09No quote
99BHIBAKER HUGHES INC0.20%Reduce -32.9%580,451$34.72MNo quoteNo quote
100TAT&T INC0.19%Reduce -0.0%823,827$34.23M$41.55No quote
101BGCGENERAL CABLE CORP DEL NE0.17%Add +2.0%1,726,761$31M$17.95No quote
102FMBIFIRST MIDWEST BANCORP INC0.17%Reduce -1.4%1,283,148$30.39MNo quoteNo quote
103DIODDIODES INC.0.17%Reduce -2.0%1,234,932$29.7M$24.05No quote
104GNWGENWORTH FINANCIAL INC CL A0.16%Add +0.1%6,983,931$28.77MNo quoteNo quote
105ETRENTERGY CORP0.16%Reduce -53.4%371,942$28.25MNo quoteNo quote
106TCFTCF FINANCIAL CORP0.16%Add +0.9%1,640,076$27.91MNo quoteNo quote
107LLLL3 TECHNOLOGIES, INC.0.16%New168,525$27.86MNo quoteNo quote
108UVVUNIVERSAL CORP0.15%Reduce -39.8%370,436$26.21M$70.75No quote
109SRISTONERIDGE INC0.14%Reduce -8.6%1,412,992$25.63MNo quoteNo quote
110LMLEGG MASON INC0.13%-639,775$23.1MNo quoteNo quote
111ARWARROW ELECTRONICS INC0.13%-304,670$22.37M$73.41No quote
112EGEVEREST RE GROUP LTD0.12%Reduce -0.2%92,450$21.62M$233.81No quote
113PCGPG&E CORP0.12%Add +0.1%313,010$20.77M$66.36No quote
114JBLJABIL CIRCUIT INC0.12%-712,955$20.62M$28.92No quote
115AETAETNA INC0.11%Reduce -0.2%154,946$19.76MNo quoteNo quote
116PGRPROGRESSIVE CORP0.11%Add +0.1%496,808$19.47M$39.18No quote
117PGEMPLY GEM HOLDINGS INC0.11%Add +427.4%947,914$18.67MNo quoteNo quote
118HPTHOSPITALITY PROPERTIES TRUST0.10%Add +0.2%586,622$18.5MNo quoteNo quote
119TSMTAIWAN SEMICONDUCTOR - SP ADR0.10%-549,525$18.05M$32.84No quote
120WAIRWESCO AIRCRAFT HOLDINGS INC0.10%Add +55.5%1,556,462$17.74MNo quoteNo quote
121VRTUVIRTUSA CORP0.09%Add +32.7%541,256$16.36MNo quoteNo quote
122WSFSWSFS FINANCIAL CORP0.09%Reduce -41.6%342,554$15.74M$45.95No quote
123RDCROWAN COMPANIES PLC - A0.09%-996,725$15.53MNo quoteNo quote
124HIGTHE HARTFORD FINANCIAL SERVICES GROUP INC0.09%-314,390$15.11M$48.07No quote
125KSSKOHLS CORP0.08%Reduce -0.0%351,174$13.98MNo quoteNo quote
126ARCARC DOCUMENT SOLUTIONS INC0.07%Reduce -2.1%3,853,116$13.29MNo quoteNo quote
127OCOWENS CORNING0.07%-203,330$12.48M$61.37No quote
128DRHDIAMONDROCK HOSPITALITY CO.0.07%Add +1.4%1,046,199$11.67M$11.15No quote
129KKRKKR & CO LP0.06%Add +3.3%612,118$11.16M$18.23No quote
130CBCHUBB LTD0.06%-81,854$11.15M$136.25No quote
131CMCOCOLUMBUS MCKINNON CORP0.06%Reduce -66.8%404,406$10.04M$24.82No quote
132CDWCDW CORP0.05%-160,561$9.27M$57.71No quote
133NWSNEWS CORP - CLASS B0.05%Reduce -20.6%656,034$8.86M$13.50No quote
134APOAPOLLO GLOBAL MANAGEMENT-A0.05%Add +0.2%334,519$8.14M$24.32No quote
135BPOPPOPULAR INC.0.02%Reduce -6.7%99,314$4.05MNo quoteNo quote
136PKXPOSCO - ADR0.02%Reduce -4.5%60,300$3.89MNo quoteNo quote
137EEMISHARES MSCI EMERGING MKT IN0.01%New66,918$2.64M$39.39No quote
138SHGSHINHAN FINANCIAL GROUP - ADR0.01%-60,275$2.52M$41.79No quote
139INFYINFOSYS LTD - SP ADR0.01%-114,700$1.81M$15.80No quote
140LUKOYLUKOIL PJSC - SPON ADR0.00%-16,350$868KNo quoteNo quote
141MDTMEDTRONIC PLC0.00%Add +6.4%4,560$367K$80.48No quote
142DOXAMDOCS LTD0.00%-5,651$345K$61.05No quote
143SOSOUTHERN CO0.00%New6,918$344K$49.73No quote
144PINCPREMIER INC CLASS A0.00%-10,483$334KNo quoteNo quote
145LHLABORATORY CORP OF AMERICA HOLDINGS0.00%Reduce -4.2%2,230$320K$143.50No quote
146ORIOLD REPUBLIC INTL CORP0.00%New13,581$278K$20.47No quote
147ABBVABBVIE INC0.00%Add +20.0%4,170$272K$65.23No quote
148YALLEGHANY CORP0.00%New423$260KNo quoteNo quote
149TDGTRANSDIGM GROUP INC.0.00%New1,086$239K$220.07No quote
150DVADAVITA HEALTHCARE PARTNERS INC0.00%-3,327$226K$67.93No quote
151CORAMERISOURCEBERGEN CORP0.00%Reduce -12.3%2,502$221KNo quoteNo quote
152AMGNAMGEN INC0.00%Reduce -5.5%1,297$213K$164.23No quote
153BIIBBIOGEN INC0.00%New759$208K$274.04No quote
154BROBROWN & BROWN INC0.00%New4,949$206K$41.62No quote
155NLYANNALY CAPITAL MANAGMENT INC0.00%New12,906$143KNo quoteNo quote
174VARVARIAN MEDICAL SYSTEMS INC-Sold0$0No quoteNo quote
173TTEKTETRA TECH INC-Sold0$0No quoteNo quote
172RDUSSCHNITZER STEEL INDS INC - A-Sold0$0No quoteNo quote
171UPBDRENT A CENTER INC-Sold0$0No quoteNo quote
170RNRRENAISSANCE RE HLDGS LTD-Sold0$0No quoteNo quote
169PGPROCTER & GAMBLE COMPANY-Sold0$0No quoteNo quote
168PNCPNC FINANCIAL SERVICES-Sold0$0No quoteNo quote
167PDCOPATTERSON COS INC-Sold0$0No quoteNo quote
166LLLL-3 COMMUNICATIONS-Sold0$0No quoteNo quote
165HLTHILTON WORLDWIDE HOLDINGS IN-Sold0$0No quoteNo quote
164ROCKGIBRALTAR INDUSTRIES INC-Sold0$0No quoteNo quote
163FTIFMC TECHNOLOGIES INC-Sold0$0No quoteNo quote
162EXCEXELON CORP-Sold0$0No quoteNo quote
161ENHENDURANCE SPECIALTY HOLDINGS-Sold0$0No quoteNo quote
160DGDOLLAR GENERAL CORP-Sold0$0No quoteNo quote
159BBTBB&T CORP-Sold0$0No quoteNo quote
158BAXBAXTER INTERNATIONAL INC-Sold0$0No quoteNo quote
157AIZASSURANT INC-Sold0$0No quoteNo quote
156AANAARONS INC-Sold0$0No quoteNo quote