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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 101 of 168 rows. Rows without a quote are marked unavailable.

1MYLMYLAN NV4.46%Reduce -3.1%21,293,375$876.65MNo quoteNo quote
2HPEHEWLETT PACKARD ENTERPRISE COMPANY3.16%Reduce -20.6%35,384,460$620.64M$17.54No quote
3OMCOMNICOM GROUP2.93%Add +3.5%7,924,253$575.86M$72.67No quote
4DOVDOVER CORP2.87%Reduce -3.2%5,753,153$565.08M$98.22No quote
5CCITIGROUP INC2.82%Reduce -1.9%8,208,270$554.06M$67.50No quote
6CTSHCOGNIZANT TECH SOLUTIONS - A2.74%Reduce -6.0%6,691,984$538.71M$80.50No quote
7VOYAVOYA FINANCIAL INC.2.74%Reduce -14.0%10,653,774$538.02M$50.50No quote
8ORCLORACLE CORP2.60%Reduce -0.5%11,178,377$511.41M$45.75No quote
9BACBANK OF AMERICA CORP2.59%Reduce -13.4%16,966,578$508.83M$29.99No quote
10FFORD MOTOR COMPANY2.53%Add +73.3%44,818,988$496.59M$11.08No quote
11COFCAPITAL ONE FINL CORP2.38%Add +4.7%4,877,701$467.38M$95.82No quote
12MSMORGAN STANLEY2.25%Reduce -5.8%8,200,006$442.47M$53.96No quote
13RDSAROYAL DUTCH SHELL PLC ADR2.13%Reduce -2.3%6,558,222$418.48MNo quoteNo quote
14WFCWELLS FARGO CO2.07%Add +13.5%7,752,137$406.29M$52.41No quote
15IPGINTERPUBLIC GROUP OF COS INC2.06%Reduce -1.3%17,620,856$405.81MNo quoteNo quote
16AIGAMERICAN INTERNATIONAL GROUP2.06%Add +7.2%7,450,456$405.45M$54.42No quote
17JPMJP MORGAN CHASE & CO2.01%Reduce -7.3%3,599,814$395.87M$109.97No quote
18AVTAVNET INC1.95%Add +1.7%9,181,546$383.42M$41.76No quote
19MCKMCKESSON CORPORATION1.89%Add +1.4%2,635,648$371.28M$140.87No quote
20BENFRANKLIN RESOURCES INC.1.88%Add +2.6%10,656,848$369.58M$34.68No quote
21AXSAXIS CAPITAL HOLDINGS LTD1.87%Add +37.8%6,377,926$367.18M$57.57No quote
22EIXEDISON INTERNATIONAL1.77%Add +206.3%5,475,064$348.54MNo quoteNo quote
23NWSANEWS CORP - CLASS A1.77%Reduce -2.5%21,991,335$347.46M$15.80No quote
24WMTWALMART INC1.75%Reduce -23.3%3,874,978$344.76M$88.97No quote
25GSGOLDMAN SACHS GROUP INC1.73%Reduce -4.2%1,349,412$339.86M$251.86No quote
26XOMEXXON MOBIL CORP1.68%Add +3.7%4,424,055$330.08M$74.61No quote
27MURMURPHY OIL CORP1.39%Add +9.3%10,601,453$273.94M$25.84No quote
28METMETLIFE INC1.39%Add +3.1%5,967,922$273.87M$45.89No quote
29STTSTATE STREET CORP1.26%Reduce -9.5%2,487,563$248.09M$99.73No quote
30MRKMERCK & CO INC1.25%Add +175.8%4,524,430$246.45M$54.47No quote
31AMGNAMGEN INC1.16%Add +79361.6%1,341,311$228.67M$170.48No quote
32BPBP PLC - SPONS ADR1.11%Reduce -3.6%5,408,029$219.24M$40.54No quote
33ESRXEXPRESS SCRIPTS HOLDING CO1.09%Reduce -13.8%3,106,946$214.63MNo quoteNo quote
34CVECENOVUS ENERGY INC.1.07%Add +6.7%24,658,950$210.59M$8.54No quote
35HALHALLIBURTON CO1.00%Add +3.6%4,192,614$196.8M$46.94No quote
36WTWWILLIS TOWERS WATSON PLC0.99%Add +3.2%1,275,726$194.15M$152.19No quote
37UBSUBS GROUP AG0.96%Reduce -3.4%10,688,586$188.76M$17.66No quote
38RFREGIONS FINL CORP0.92%Reduce -17.4%9,758,134$181.31M$18.58No quote
39CAHCARDINAL HEALTH INC0.92%Add +47.3%2,873,639$180.12M$62.68No quote
40JELDJELD-WEN HOLDING INC0.88%Add +19.4%5,679,507$173.91M$30.62No quote
41PFEPFIZER INC0.79%Add +0.1%4,367,493$155M$35.49No quote
42XLXL GROUP LTD0.79%Reduce -45.2%2,800,319$154.75MNo quoteNo quote
43KEYKEY CORP0.70%Add +1.6%7,013,737$137.12M$19.55No quote
44MDMEDNAX INC0.64%Add +134.8%2,258,712$125.65MNo quoteNo quote
45FITBFIFTH THIRD BANCORP0.64%Add +24.7%3,945,755$125.28M$31.75No quote
46RRYDER SYSTEM INC.0.61%Add +20.1%1,658,741$120.74MNo quoteNo quote
47CSCOCISCO SYSTEMS INC0.59%Reduce -5.0%2,724,652$116.86M$42.89No quote
48TEXTEREX CORP0.59%Reduce -4.4%3,108,316$116.28M$37.41No quote
49ATUACTUANT CORP- A0.52%Add +2.0%4,358,516$101.34MNo quoteNo quote
50GGENPACT LTD0.49%Add +5.6%3,001,426$96.02M$31.99No quote
51BIDUBAIDU INC - SPON ADR0.48%Add +3.8%424,873$94.83M$223.19No quote
52AGRAVANGRID INC0.45%Add +0.7%1,732,380$88.56MNo quoteNo quote
53THGHANOVER INSURANCE GROUP0.45%Reduce -0.3%750,653$88.49M$117.89No quote
54COPCONOCOPHILLIPS0.44%Add +0.3%1,469,519$87.13M$59.29No quote
55CARAVIS BUDGET GROUP INC0.43%Add +9.1%1,810,500$84.8MNo quoteNo quote
56HPQHP INC0.43%Reduce -15.9%3,854,805$84.5M$21.92No quote
57IVZINVESCO LTD0.42%Add +3.5%2,607,199$83.46M$32.01No quote
58ACMAECOM0.42%Add +3.9%2,312,710$82.4M$35.63No quote
59WBSWEBSTER FINANCIAL CORP.0.41%Reduce -2.8%1,452,258$80.46M$55.40No quote
60FLEXFLEX LTD0.40%Add +4.7%4,864,991$79.45M$16.33No quote
61CSLCARLISLE COS INC0.39%New729,979$76.22M$104.41No quote
62VIVTELEFONICA BRASIL - ADR0.38%Add +8.7%4,824,254$74.1MNo quoteNo quote
63ALLALLSTATE CORP0.37%Reduce -39.7%771,903$73.18M$94.80No quote
64TELTE CONNECTIVITY LTD.0.37%Add +0.0%729,656$72.89M$99.90No quote
65AHLASPEN INSURANCE HOLDINGS LTD0.36%Reduce -2.6%1,574,494$70.62MNo quoteNo quote
66KKELLOGG COMPANY0.32%Reduce -0.0%972,922$63.25MNo quoteNo quote
67MFGPMICRO FOCUS INTL-SPN ADR0.31%Add +0.2%4,405,079$61.85MNo quoteNo quote
68FTITECHNIPFMC PLC0.31%Add +2.5%2,076,120$61.14M$29.45No quote
69TRSTRIMAS CORP0.31%Reduce -1.5%2,320,711$60.92M$26.25No quote
70MSFTMICROSOFT CORP0.30%Reduce -39.0%652,741$59.58M$91.27No quote
71KBRKBR INC0.30%Add +3.7%3,660,720$59.27M$16.19No quote
72AXEANIXTER INTERNATIONAL INC0.30%Reduce -9.3%780,189$59.1MNo quoteNo quote
73SWKSTANLEY BLACK & DECKER INC0.29%Reduce -36.1%373,505$57.22M$153.20No quote
74DOORMASONITE INTERNATIONAL CORP0.29%Reduce -2.7%926,190$56.82MNo quoteNo quote
75PHPARKER HANNIFIN CORPORATION0.28%Reduce -56.7%322,629$55.18M$171.03No quote
76ASBASSOCIATED BANC CORP0.28%Reduce -6.8%2,188,954$54.4M$24.85No quote
77VRVALIDUS HOLDINGS LTD0.27%Reduce -39.0%787,102$53.09MNo quoteNo quote
78GEGENERAL ELECTRIC CO0.27%New3,923,237$52.89M$13.48No quote
79HOPEHOPE BANCORP INC0.27%Reduce -4.6%2,887,381$52.52MNo quoteNo quote
80ROCKGIBRALTAR INDUSTRIES INC0.26%Reduce -13.2%1,531,107$51.83MNo quoteNo quote
81AELAMERICAN EQUITY INVT LIFE0.25%Reduce -6.0%1,641,482$48.19MNo quoteNo quote
82CUBCUBIC CORP0.23%Reduce -6.1%713,870$45.4MNo quoteNo quote
83SNASNAP-ON INC0.23%New307,533$45.37M$147.54No quote
84SCSCSCANSOURCE INC0.23%Reduce -5.4%1,263,432$44.92M$35.55No quote
85GTSTRIPLE-S MANAGEMENT CORP-B0.22%Reduce -1.5%1,676,159$43.82MNo quoteNo quote
86CVSCVS HEALTH CORPORATION0.22%Add +0.4%703,641$43.77M$62.21No quote
87SNVSYNOVUS FINANCIAL CORP0.22%Reduce -4.4%873,259$43.61MNo quoteNo quote
88DBDDIEBOLD NIXDORF INC0.22%Add +15.8%2,824,601$43.5MNo quoteNo quote
89PAYVERIFONE SYSTEMS INC0.22%Reduce -3.9%2,827,595$43.49MNo quoteNo quote
90SCSSTEELCASE INC - CL A0.21%Add +506.1%2,976,916$40.49MNo quoteNo quote
91QCOMQUALCOMM INC0.20%Reduce -5.8%700,983$38.84M$55.41No quote
92ESNDESSENDANT INC0.19%Reduce -3.9%4,866,890$37.96MNo quoteNo quote
93LLLL3 TECHNOLOGIES, INC.0.18%-168,036$34.95MNo quoteNo quote
94GTLSCHART INDUSTRIES INC0.18%Reduce -54.0%590,099$34.83MNo quoteNo quote
95ARGOARGO GROUP INTERNATIONAL0.18%Add +5.8%603,338$34.63MNo quoteNo quote
96UVVUNIVERSAL CORP0.17%Add +7.7%705,706$34.23M$48.50No quote
97SPNSUPERIOR ENERGY SERVICES INC0.17%Reduce -5.0%3,933,849$33.16MNo quoteNo quote
98NSITINSIGHT ENTERPRISES INC0.17%Reduce -3.4%940,099$32.84M$34.93No quote
99CICIGNA CORP0.16%Reduce -81.0%191,526$32.13M$167.74No quote
100TCFTCF FINANCIAL CORP0.16%Reduce -4.4%1,376,728$31.4MNo quoteNo quote
101CFGCITIZENS FINANCIAL GROUP0.16%Reduce -0.0%735,799$30.89M$41.98No quote
102TAT&T INC0.15%Add +0.3%826,748$29.47M$35.65No quote
103FMBIFIRST MIDWEST BANCORP INC0.15%Reduce -4.7%1,196,259$29.42MNo quoteNo quote
104ETRENTERGY CORP0.15%Add +1.0%373,348$29.41MNo quoteNo quote
105TMKTORCHMARK CORP0.14%Reduce -0.1%329,821$27.76MNo quoteNo quote
106TSMTAIWAN SEMICONDUCTOR - SP ADR0.14%Add +3.9%623,501$27.28M$43.76No quote
107LMLEGG MASON INC0.13%Add +0.0%639,905$26.01MNo quoteNo quote
108EVTCEVERTEC INC0.13%New1,570,680$25.68M$16.35No quote
109PGEMPLY GEM HOLDINGS INC0.12%Reduce -43.3%1,088,198$23.51MNo quoteNo quote
110ARWARROW ELECTRONICS INC0.12%Reduce -0.2%304,547$23.46M$77.02No quote
111EGEVEREST RE GROUP LTD0.12%Reduce -0.1%91,025$23.38M$256.82No quote
112CMACOMERICA INC0.12%Reduce -66.5%240,292$23.05MNo quoteNo quote
113OMIOWENS & MINOR INC0.12%Reduce -8.0%1,474,535$22.93MNo quoteNo quote
114KSSKOHLS CORP0.12%Reduce -0.0%346,078$22.67MNo quoteNo quote
115HIGTHE HARTFORD FINANCIAL SERVICES GROUP INC0.11%Add +34.1%424,540$21.87M$51.52No quote
116BHFBRIGHTHOUSE FINANCIAL INC0.11%Reduce -0.1%413,395$21.25M$51.40No quote
117JBLJABIL CIRCUIT INC0.10%Reduce -0.0%712,758$20.48M$28.73No quote
118BKRBAKER HUGHES A GE CO0.08%Add +2.1%587,422$16.31M$27.77No quote
119WAIRWESCO AIRCRAFT HOLDINGS INC0.08%Reduce -1.9%1,558,248$15.97MNo quoteNo quote
120HPTHOSPITALITY PROPERTIES TRUST0.08%Add +0.5%590,723$14.97MNo quoteNo quote
121KKRKKR & CO LP0.07%Add +13.5%655,801$13.31M$20.30No quote
122RDCROWAN COMPANIES PLC - A0.06%-996,725$11.5MNo quoteNo quote
123GNWGENWORTH FINANCIAL INC CL A0.05%Reduce -0.1%3,806,435$10.77MNo quoteNo quote
124DRHDIAMONDROCK HOSPITALITY CO.0.05%Reduce -3.2%1,005,192$10.49M$10.44No quote
125APOAPOLLO GLOBAL MANAGEMENT-A0.05%Add +11.5%326,430$9.67M$29.62No quote
126PKXPOSCO - ADR0.04%Reduce -13.7%101,726$8.02MNo quoteNo quote
127HOUSREALOGY HOLDINGS CORP0.04%New278,724$7.6MNo quoteNo quote
128LAMRLAMAR ADVERTISING CO -A0.04%Reduce -92.5%117,981$7.51M$63.66No quote
129WSFSWSFS FINANCIAL CORP0.03%Reduce -19.6%119,881$5.74M$47.90No quote
130ARCARC DOCUMENT SOLUTIONS INC0.02%-2,031,488$4.47MNo quoteNo quote
131IBNICICI BANK LTD - SPON ADR0.02%New446,105$3.95M$8.85No quote
132SHGSHINHAN FINANCIAL GROUP - ADR0.02%Reduce -13.5%80,968$3.43M$42.40No quote
133NWSNEWS CORP - CLASS B0.02%Reduce -1.5%191,591$3.09M$16.10No quote
134ONON SEMICONDUCTOR CORP0.01%Reduce -57.8%48,407$1.18M$24.46No quote
135LUKOYLUKOIL PJSC - SPON ADR0.01%-16,350$1.13MNo quoteNo quote
136CHLCHINA MOBILE LTD-SPON ADR0.00%-20,500$938KNo quoteNo quote
137SOSOUTHERN CO0.00%Add +70.3%16,519$738K$44.68No quote
138PCGPG&E CORP0.00%Reduce -98.9%15,836$696K$43.95No quote
139BKNGBOOKING HOLDINGS INC0.00%New332$691K$2081.33No quote
140BROBROWN & BROWN INC0.00%Add +205.9%27,100$689K$25.42No quote
141INGRINGREDION INC0.00%Add +51.2%5,286$681K$128.83No quote
142CBCHUBB LTD0.00%Add +34.1%4,239$580K$136.82No quote
143DOXAMDOCS LTD0.00%Add +27.5%8,635$576K$66.71No quote
144YALLEGHANY CORP0.00%Add +48.9%825$507KNo quoteNo quote
145ZBHZIMMER BIOMET HOLDINGS INC0.00%Add +72.9%4,567$498K$109.04No quote
146BIIBBIOGEN INC0.00%Add +87.7%1,747$478K$273.61No quote
147WRBWR BERKLEY CORP0.00%New6,139$446K$72.65No quote
148CELGCELGENE CORP0.00%Add +103.5%4,825$430KNo quoteNo quote
149CORAMERISOURCEBERGEN CORP0.00%Add +50.1%4,920$424KNo quoteNo quote
150CRICARTERS INC0.00%New3,872$403K$104.08No quote
151PINCPREMIER INC CLASS A0.00%Add +35.9%12,524$392KNo quoteNo quote
152ORIOLD REPUBLIC INTL CORP0.00%Reduce -2.2%17,511$376K$21.47No quote
153OHIOMEGA HEALTHCARE INVESTORS0.00%Add +25.9%13,336$361KNo quoteNo quote
154BGCGENERAL CABLE CORP DEL NE0.00%Reduce -97.3%11,704$346K$29.56No quote
155NEUNEWMARKET CORP0.00%New727$292KNo quoteNo quote
156AZOAUTOZONE INC.0.00%New437$283K$647.60No quote
157MOHMOLINA HEALTHCARE INC0.00%New3,094$251K$81.12No quote
168VSTVISTRA ENERGY CORP-Sold0$0No quoteNo quote
167VRTUVIRTUSA CORP-Sold0$0No quoteNo quote
166SRISTONERIDGE INC-Sold0$0No quoteNo quote
165STXSEAGATE TECHNOLOGY-Sold0$0No quoteNo quote
164PCLNPRICELINE GROUP INC.-Sold0$0No quoteNo quote
163IWNISHARES RUSSELL 2000 VALUE-Sold0$0No quoteNo quote
162INTCINTEL CORPORATION-Sold0$0No quoteNo quote
161HLTHILTON WORLDWIDE HOLDINGS INC-Sold0$0No quoteNo quote
160GMGENERAL MOTORS CO-Sold0$0No quoteNo quote
159DXCDXC TECHNOLOGY COMPANY-Sold0$0No quoteNo quote
158NLYANNALY CAPITAL MANAGMENT INC-Sold0$0No quoteNo quote