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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 98 of 160 rows. Rows without a quote are marked unavailable.

1CCITIGROUP INC3.06%Reduce -0.3%8,366,402$559.55M$66.88No quote
2ORCLORACLE CORP2.76%Add +0.2%10,065,272$504.67M$50.14No quote
3BACBANK OF AMERICA CORP2.72%Reduce -4.2%20,490,554$497.1M$24.26No quote
4OMCOMNICOM GROUP2.71%Add +21.3%5,978,986$495.66M$82.90No quote
5MYLMYLAN NV2.62%Add +69.9%12,339,687$479.03MNo quoteNo quote
6VOYAVOYA FINANCIAL INC.2.59%Add +0.2%12,825,081$473.12M$36.89No quote
7CTSHCOGNIZANT TECH SOLUTIONS - A2.55%Add +4.4%7,010,880$465.52M$66.40No quote
8BENFRANKLIN RESOURCES INC.2.54%Add +2.4%10,348,419$463.51M$44.79No quote
9DOVDOVER CORP2.46%Add +0.3%5,599,307$449.18M$80.22No quote
10XOMEXXON MOBIL CORP2.31%Add +0.6%5,216,886$421.16M$80.73No quote
11MSMORGAN STANLEY2.22%Reduce -1.2%9,104,754$405.71M$44.56No quote
12AIGAMERICAN INTERNATIONAL GROUP2.21%Add +1.1%6,460,619$403.92M$62.52No quote
13RDSAROYAL DUTCH SHELL PLC ADR2.20%Add +1.1%7,543,786$401.25MNo quoteNo quote
14WMTWAL-MART STORES2.13%Add +0.4%5,134,336$388.57M$75.68No quote
15JPMJP MORGAN CHASE & CO2.08%Reduce -0.4%4,154,377$379.71M$91.40No quote
16HPEHEWLETT PACKARD ENTERPRISE COMPANY2.01%Add +27.7%22,129,234$367.12M$16.59No quote
17MCKMCKESSON CORPORATION1.89%Add +1.0%2,097,855$345.18M$164.54No quote
18COFCAPITAL ONE FINL CORP1.83%Add +28.1%4,041,646$333.92M$82.62No quote
19NWSANEWS CORP - CLASS A1.74%Reduce -4.8%23,190,514$317.71M$13.70No quote
20GSGOLDMAN SACHS GROUP INC1.72%Reduce -0.3%1,414,300$313.83M$221.90No quote
21METMETLIFE INC1.65%Add +0.1%5,482,597$301.21M$54.94No quote
22CICIGNA CORP1.63%Reduce -21.0%1,783,177$298.49M$167.39No quote
23SPLSSTAPLES INC1.63%Reduce -5.1%29,636,356$298.44MNo quoteNo quote
24AXSAXIS CAPITAL HOLDINGS LTD1.62%Reduce -3.3%4,582,706$296.32M$64.66No quote
25AVTAVNET INC1.61%Add +39.1%7,583,434$294.84M$38.88No quote
26RFREGIONS FINL CORP1.60%Reduce -0.2%19,918,612$291.61M$14.64No quote
27INTCINTEL CORPORATION1.57%Add +1.1%8,490,243$286.46M$33.74No quote
28FFORD MOTOR COMPANY1.46%Add +38.4%23,812,718$266.46M$11.19No quote
29HLTHILTON WORLDWIDE HOLDINGS INC1.41%Reduce -2.4%4,152,880$256.86M$61.85No quote
30STTSTATE STREET CORP1.38%Reduce -0.7%2,813,464$252.45M$89.73No quote
31MURMURPHY OIL CORP1.33%Add +4.3%9,510,782$243.76M$25.63No quote
32XLXL GROUP LTD1.25%Add +1.7%5,197,849$227.67MNo quoteNo quote
33IPGINTERPUBLIC GROUP OF COS INC1.20%Reduce -2.4%8,940,925$219.95MNo quoteNo quote
34BPBP PLC - SPONS ADR1.17%Reduce -0.5%6,190,476$214.5M$34.65No quote
35PHPARKER HANNIFIN CORPORATION1.12%Reduce -24.6%1,283,268$205.09M$159.82No quote
36TEXTEREX CORP1.06%Reduce -9.8%5,181,944$194.32M$37.50No quote
37WTWWILLIS TOWERS WATSON PLC1.06%Add +7.3%1,329,037$193.32M$145.46No quote
38UBSUBS GROUP AG1.03%Reduce -0.5%11,120,923$188.83M$16.98No quote
39ESRXEXPRESS SCRIPTS HOLDING CO0.99%New2,838,878$181.23MNo quoteNo quote
40SWKSTANLEY BLACK & DECKER INC0.95%Reduce -27.9%1,235,586$173.88M$140.73No quote
41CVECENOVUS ENERGY INC.0.89%Add +16.0%22,078,963$162.72M$7.37No quote
42EIXEDISON INTERNATIONAL0.76%Reduce -0.3%1,784,386$139.52MNo quoteNo quote
43KEYKEY CORP0.70%Reduce -0.6%6,869,516$128.74M$18.74No quote
44ALLALLSTATE CORP0.70%Reduce -0.9%1,450,578$128.29M$88.44No quote
45ONON SEMICONDUCTOR CORP0.69%Reduce -19.6%8,920,698$125.25M$14.04No quote
46STXSEAGATE TECHNOLOGY0.67%Reduce -8.6%3,146,522$121.93M$38.75No quote
47LAMRLAMAR ADVERTISING CO -A0.64%Reduce -9.2%1,592,425$117.16M$73.57No quote
48ABTABBOTT LABORATORIES0.61%Reduce -21.3%2,298,718$111.74M$48.61No quote
49COPCONOCOPHILLIPS0.60%Reduce -0.1%2,501,175$109.95M$43.96No quote
50HPQHP INC0.59%Reduce -2.4%6,112,050$106.84M$17.48No quote
51JELDJELD-WEN HOLDING INC0.56%Add +26.2%3,163,282$102.68M$32.46No quote
52JNJJOHNSON & JOHNSON0.53%Reduce -19.3%737,844$97.61M$132.29No quote
53MSFTMICROSOFT CORP0.51%Reduce -2.3%1,346,933$92.84M$68.93No quote
54IVZINVESCO LTD0.48%Add +0.0%2,512,726$88.42M$35.19No quote
55WFCWELLS FARGO CO0.46%Add +47.8%1,503,167$83.29M$55.41No quote
56CAHCARDINAL HEALTH INC0.45%Reduce -0.1%1,058,804$82.5M$77.92No quote
57FITBFIFTH THIRD BANCORP0.45%Reduce -11.8%3,168,331$82.25M$25.96No quote
58ATUACTUANT CORP- A0.45%Add +0.3%3,311,551$81.46MNo quoteNo quote
59WBSWEBSTER FINANCIAL CORP.0.43%Reduce -9.0%1,513,122$79.02M$52.22No quote
60CSCOCISCO SYSTEMS INC0.43%Reduce -0.0%2,506,781$78.46M$31.30No quote
61PFEPFIZER INC0.43%Add +5.2%2,332,274$78.34M$33.59No quote
62BIDUBAIDU INC - SPON ADR0.42%Add +1.6%431,862$77.24M$178.86No quote
63AGRAVANGRID INC0.42%Reduce -0.0%1,720,464$75.96MNo quoteNo quote
64GGENPACT LTD0.41%Add +1.5%2,670,064$74.31M$27.83No quote
65FLEXFLEX LTD0.41%Reduce -20.4%4,552,258$74.25M$16.31No quote
66KBRKBR INC0.40%Reduce -3.5%4,769,262$72.59M$15.22No quote
67ACMAECOM0.39%Add +0.1%2,227,578$72.02M$32.33No quote
68KKELLOGG COMPANY0.37%-970,849$67.44MNo quoteNo quote
69DANDANA INC0.37%Reduce -4.6%3,017,256$67.38MNo quoteNo quote
70AELAMERICAN EQUITY INVT LIFE0.35%Add +0.4%2,437,159$64.05MNo quoteNo quote
71ASBASSOCIATED BANC CORP0.33%Reduce -0.6%2,365,210$59.6M$25.20No quote
72DOORMASONITE INTERNATIONAL CORP0.33%Reduce -13.5%786,818$59.41MNo quoteNo quote
73TELTE CONNECTIVITY LTD.0.31%Reduce -0.2%729,498$57.4M$78.68No quote
74CMACOMERICA INC0.31%Reduce -33.4%774,101$56.7MNo quoteNo quote
75CVSCVS HEALTH CORPORATION0.31%Add +31.1%700,074$56.33M$80.46No quote
76TRSTRIMAS CORP0.31%Reduce -0.7%2,689,007$56.07M$20.85No quote
77CFGCITIZENS FINANCIAL GROUP0.30%Reduce -11.6%1,560,442$55.68M$35.68No quote
78AHLASPEN INSURANCE HOLDINGS LTD0.30%Add +4.8%1,094,283$54.55MNo quoteNo quote
79MRKMERCK & CO INC0.29%Reduce -0.2%824,940$52.87M$64.09No quote
80SNVSYNOVUS FINANCIAL CORP0.29%Reduce -12.9%1,178,496$52.14MNo quoteNo quote
81VIVTELEFONICA BRASIL - ADR0.28%Add +7.0%3,844,520$51.86MNo quoteNo quote
82ESNDESSENDANT INC0.28%Add +1.7%3,492,271$51.79MNo quoteNo quote
83SCSCSCANSOURCE INC0.28%Reduce -0.5%1,275,903$51.42M$40.30No quote
84OMIOWENS & MINOR INC0.28%Reduce -0.8%1,567,412$50.46MNo quoteNo quote
85GTLSCHART INDUSTRIES INC0.25%Reduce -0.9%1,315,403$45.68MNo quoteNo quote
86GLWCORNING INC0.24%Reduce -1.7%1,456,133$43.76M$30.05No quote
87PAYVERIFONE SYSTEMS INC0.24%Reduce -0.7%2,408,238$43.59MNo quoteNo quote
88HOPEHOPE BANCORP INC0.23%Reduce -0.4%2,285,505$42.63MNo quoteNo quote
89CUBCUBIC CORP0.23%Reduce -0.5%914,129$42.32MNo quoteNo quote
90SPNSUPERIOR ENERGY SERVICES INC0.23%Add +1.2%3,998,348$41.7MNo quoteNo quote
91QCOMQUALCOMM INC0.22%-743,776$41.07M$55.22No quote
92AXEANIXTER INTERNATIONAL INC0.20%Reduce -0.5%468,465$36.63MNo quoteNo quote
93TMKTORCHMARK CORP0.20%Reduce -0.5%477,661$36.54MNo quoteNo quote
94VRVALIDUS HOLDINGS LTD0.20%Reduce -0.9%689,124$35.81MNo quoteNo quote
95GTSTRIPLE-S MANAGEMENT CORP-B0.19%Reduce -0.5%2,069,718$35MNo quoteNo quote
96ARGOARGO GROUP INTERNATIONAL0.19%Reduce -0.4%572,635$34.7MNo quoteNo quote
97FTITECHNIPFMC PLC0.19%Reduce -1.3%1,271,841$34.59M$27.20No quote
98NSITINSIGHT ENTERPRISES INC0.18%Reduce -5.9%832,926$33.31M$39.99No quote
99HALHALLIBURTON CO0.18%Reduce -1.3%752,886$32.16M$42.71No quote
100BHIBAKER HUGHES INC0.17%-580,451$31.64MNo quoteNo quote
101TAT&T INC0.17%Add +0.0%824,085$31.09M$37.73No quote
102FMBIFIRST MIDWEST BANCORP INC0.16%Reduce -0.4%1,278,104$29.79MNo quoteNo quote
103ETRENTERGY CORP0.16%Reduce -0.5%370,134$28.42MNo quoteNo quote
104ROCKGIBRALTAR INDUSTRIES INC0.15%New793,663$28.29MNo quoteNo quote
105LLLL3 TECHNOLOGIES, INC.0.15%Reduce -0.3%168,036$28.08MNo quoteNo quote
106BGCGENERAL CABLE CORP DEL NE0.15%Reduce -0.9%1,710,959$27.97M$16.35No quote
107TCFTCF FINANCIAL CORP0.15%Add +1.9%1,670,379$26.63MNo quoteNo quote
108LMLEGG MASON INC0.13%-639,775$24.41MNo quoteNo quote
109ARWARROW ELECTRONICS INC0.13%-304,670$23.89M$78.42No quote
110UVVUNIVERSAL CORP0.13%Reduce -0.7%367,692$23.79M$64.70No quote
111AETAETNA INC0.13%-154,946$23.53MNo quoteNo quote
112EGEVEREST RE GROUP LTD0.13%Reduce -1.4%91,194$23.22M$254.59No quote
113DIODDIODES INC.0.12%Reduce -23.9%939,163$22.57M$24.03No quote
114PGRPROGRESSIVE CORP0.12%Reduce -0.2%496,033$21.87M$44.09No quote
115JBLJABIL CIRCUIT INC0.11%-712,955$20.81M$29.19No quote
116PCGPG&E CORP0.11%-313,010$20.77M$66.37No quote
117SRISTONERIDGE INC0.11%Reduce -11.7%1,248,090$19.23MNo quoteNo quote
118TSMTAIWAN SEMICONDUCTOR - SP ADR0.11%Reduce -0.1%548,866$19.19M$34.96No quote
119HPTHOSPITALITY PROPERTIES TRUST0.09%Add +0.0%586,728$17.1MNo quoteNo quote
120WAIRWESCO AIRCRAFT HOLDINGS INC0.09%Reduce -0.3%1,552,004$16.84MNo quoteNo quote
121HIGTHE HARTFORD FINANCIAL SERVICES GROUP INC0.09%-314,390$16.53M$52.57No quote
122ARCARC DOCUMENT SOLUTIONS INC0.09%Reduce -0.7%3,826,438$15.92MNo quoteNo quote
123VRTUVIRTUSA CORP0.09%Reduce -0.9%536,604$15.78MNo quoteNo quote
124PGEMPLY GEM HOLDINGS INC0.08%Reduce -9.3%859,716$15.43MNo quoteNo quote
125WSFSWSFS FINANCIAL CORP0.08%Reduce -1.3%338,149$15.34M$45.35No quote
126GNWGENWORTH FINANCIAL INC CL A0.08%Reduce -42.7%4,003,626$15.09MNo quoteNo quote
127OCOWENS CORNING0.07%-203,330$13.61M$66.92No quote
128KSSKOHLS CORP0.07%-351,174$13.58MNo quoteNo quote
129DXCDXC TECHNOLOGY COMPANY0.07%New169,514$13.01MNo quoteNo quote
130DRHDIAMONDROCK HOSPITALITY CO.0.06%Reduce -0.0%1,045,949$11.45M$10.95No quote
131KKRKKR & CO LP0.06%Reduce -5.9%575,974$10.71M$18.60No quote
132RDCROWAN COMPANIES PLC - A0.06%-996,725$10.21MNo quoteNo quote
133NWSNEWS CORP - CLASS B0.04%Reduce -14.6%560,534$7.93M$14.15No quote
134APOAPOLLO GLOBAL MANAGEMENT-A0.04%Reduce -10.9%298,175$7.89M$26.45No quote
135CBCHUBB LTD0.04%Reduce -36.9%51,626$7.51M$145.37No quote
136CMCOCOLUMBUS MCKINNON CORP0.04%Reduce -27.4%293,625$7.46M$25.42No quote
137PKXPOSCO - ADR0.03%Add +55.0%93,495$5.85MNo quoteNo quote
138SHGSHINHAN FINANCIAL GROUP - ADR0.02%Add +29.1%77,844$3.39M$43.48No quote
139LUKOYLUKOIL PJSC - SPON ADR0.00%-16,350$798KNo quoteNo quote
141DOXAMDOCS LTD0.00%Add +2.3%5,778$372K$64.38No quote
140ABBVABBVIE INC0.00%Add +23.2%5,137$372K$72.42No quote
142PINCPREMIER INC CLASS A0.00%Reduce -4.3%10,029$361KNo quoteNo quote
143YALLEGHANY CORP0.00%Add +42.3%602$358KNo quoteNo quote
144SOSOUTHERN CO0.00%Add +7.8%7,454$357K$47.89No quote
145OHIOMEGA HEALTHCARE INVESTORS0.00%New10,286$340KNo quoteNo quote
146ZBHZIMMER BIOMET HOLDINGS INC0.00%New2,023$260K$128.52No quote
147CORAMERISOURCEBERGEN CORP0.00%Add +4.0%2,602$246KNo quoteNo quote
148AMGNAMGEN INC0.00%Add +3.2%1,339$231K$172.52No quote
149DVADAVITA HEALTHCARE PARTNERS INC0.00%Add +2.1%3,398$220K$64.74No quote
150BROBROWN & BROWN INC0.00%Add +2.8%5,087$219K$43.05No quote
151TDGTRANSDIGM GROUP INC.0.00%Reduce -30.2%758$204K$269.13No quote
152NLYANNALY CAPITAL MANAGMENT INC0.00%-12,906$156KNo quoteNo quote
160BPOPPOPULAR INC.-Sold0$0No quoteNo quote
159ORIOLD REPUBLIC INTL CORP-Sold0$0No quoteNo quote
158MDTMEDTRONIC PLC-Sold0$0No quoteNo quote
157LHLABORATORY CORP OF AMERICA HOLDINGS-Sold0$0No quoteNo quote
156EEMISHARES MSCI EMERGING MKT IN-Sold0$0No quoteNo quote
155INFYINFOSYS LTD - SP ADR-Sold0$0No quoteNo quote
154CDWCDW CORP-Sold0$0No quoteNo quote
153BIIBBIOGEN INC-Sold0$0No quoteNo quote