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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 111 of 204 rows. Rows without a quote are marked unavailable.

1MYLMYLAN NV3.36%Reduce -3.2%20,956,666$574.21MNo quoteNo quote
2OMCOMNICOM GROUP2.95%Reduce -6.1%6,882,701$504.09M$73.24No quote
3CTSHCOGNIZANT TECH SOLUTIONS - A2.82%Add +12.6%7,607,129$482.9M$63.48No quote
4GEGENERAL ELECTRIC CO2.80%Add +90.0%63,363,498$479.66M$7.57No quote
5EIXEDISON INTERNATIONAL2.80%Reduce -5.8%8,427,608$478.44MNo quoteNo quote
6AIGAMERICAN INTERNATIONAL GROUP2.78%Add +35.8%12,069,892$475.67M$39.41No quote
7ORCLORACLE CORP2.71%Reduce -9.6%10,270,380$463.71M$45.15No quote
8HPEHEWLETT PACKARD ENTERPRISE COMPANY2.65%Reduce -0.1%34,375,584$454.1M$13.21No quote
9COFCAPITAL ONE FINL CORP2.55%Add +6.0%5,780,667$436.96M$75.59No quote
10CCITIGROUP INC2.49%Add +6.7%8,184,838$426.1M$52.06No quote
11VOYAVOYA FINANCIAL INC.2.33%Reduce -1.4%9,936,956$398.87M$40.14No quote
12BACBANK OF AMERICA CORP2.29%Reduce -1.4%15,933,897$392.61M$24.64No quote
13MSMORGAN STANLEY2.15%Add +14.4%9,262,583$367.26M$39.65No quote
14WFCWELLS FARGO CO2.10%Reduce -2.9%7,795,943$359.24M$46.08No quote
15AXSAXIS CAPITAL HOLDINGS LTD2.06%Reduce -0.5%6,816,149$351.99M$51.64No quote
16METMETLIFE INC2.03%Reduce -0.3%8,440,273$346.56M$41.06No quote
17NWLNEWELL BRANDS INC.1.99%Add +9.4%18,304,339$340.28M$18.59No quote
18LEALEAR CORP1.99%New2,766,250$339.86M$122.86No quote
19MCKMCKESSON CORPORATION1.99%Reduce -2.6%3,076,415$339.85M$110.47No quote
20IPGINTERPUBLIC GROUP OF COS INC1.94%Reduce -3.6%16,099,022$332.12MNo quoteNo quote
21FFORD MOTOR COMPANY1.92%Add +5.3%42,974,503$328.76M$7.65No quote
22NOVNATIONAL OILWELL VARCO INC1.90%Add +37.9%12,651,572$325.15M$25.70No quote
23XOMEXXON MOBIL CORP1.85%Reduce -0.5%4,635,047$316.06M$68.19No quote
24RDSAROYAL DUTCH SHELL PLC ADR1.80%Reduce -8.8%5,293,593$308.46MNo quoteNo quote
25JPMJP MORGAN CHASE & CO1.77%Reduce -8.1%3,108,876$303.49M$97.62No quote
26AVTAVNET INC1.66%Reduce -3.0%7,872,809$284.21M$36.10No quote
27MRKMERCK & CO INC1.64%Reduce -23.6%3,680,967$281.26M$76.41No quote
28BENFRANKLIN RESOURCES INC.1.63%Add +4.8%9,396,639$278.7M$29.66No quote
29NWSANEWS CORP - CLASS A1.51%Add +0.9%22,738,762$258.09M$11.35No quote
30DOVDOVER CORP1.43%Reduce -34.7%3,445,201$244.44M$70.95No quote
31EQHAXA EQUITABLE HOLDINGS INC1.39%Add +1.3%14,292,398$237.68M$16.63No quote
32AMGNAMGEN INC1.37%Reduce -23.2%1,207,468$235.06M$194.67No quote
33GSGOLDMAN SACHS GROUP INC1.19%Reduce -0.6%1,220,091$203.82M$167.05No quote
34KKRKKR & CO INC1.07%Reduce -0.9%9,301,272$182.58M$19.63No quote
35HALHALLIBURTON CO0.99%Add +51.2%6,359,917$169.05M$26.58No quote
36PFEPFIZER INC0.94%Reduce -16.7%3,696,037$161.33M$43.65No quote
37CVECENOVUS ENERGY INC.0.87%Add +6.5%21,091,835$148.28M$7.03No quote
38SWKSTANLEY BLACK & DECKER INC0.86%Add +222.6%1,235,984$148M$119.74No quote
39WTWWILLIS TOWERS WATSON PLC0.85%Reduce -29.7%957,754$145.45M$151.86No quote
40WMTWALMART INC0.84%Reduce -42.4%1,550,945$144.47M$93.15No quote
41CICIGNA CORP0.81%Add +100.7%733,368$139.28M$189.92No quote
42CAHCARDINAL HEALTH INC0.80%Add +18.1%3,066,903$136.78M$44.60No quote
43BPBP PLC - SPONS ADR0.77%Reduce -33.2%3,482,311$132.05M$37.92No quote
44RRYDER SYSTEM INC.0.75%Add +21.0%2,671,612$128.64MNo quoteNo quote
45JELDJELD-WEN HOLDING INC0.69%Add +21.5%8,345,441$118.59M$14.21No quote
46MDMEDNAX INC0.65%Add +2.8%3,345,635$110.41MNo quoteNo quote
47AGRAVANGRID INC0.63%Add +21.1%2,141,782$107.28MNo quoteNo quote
48AXEANIXTER INTERNATIONAL INC0.61%Reduce -2.1%1,920,452$104.3MNo quoteNo quote
49KEYKEY CORP0.61%Add +0.0%7,052,258$104.23M$14.78No quote
50FITBFIFTH THIRD BANCORP0.58%Add +0.0%4,189,570$98.58M$23.53No quote
51UBSUBS GROUP AG0.57%Reduce -1.2%7,829,613$96.93M$12.38No quote
52ATUACTUANT CORP- A0.53%Add +0.2%4,343,491$91.17MNo quoteNo quote
53TEXTEREX CORP0.52%Add +0.0%3,252,182$89.66M$27.57No quote
54ACMAECOM0.50%Add +33.6%3,240,077$85.86M$26.50No quote
55KBRKBR INC0.42%Add +25.9%4,728,579$71.78M$15.18No quote
56JNPRJUNIPER NETWORKS INC0.41%New2,608,491$70.19MNo quoteNo quote
57VIVTELEFONICA BRASIL - ADR0.41%Reduce -2.3%5,811,558$69.33MNo quoteNo quote
58FLEXFLEX LTD0.40%Add +40.7%8,968,354$68.25M$7.61No quote
59BIDUBAIDU INC - SPON ADR0.40%Add +9.8%429,238$68.08M$158.60No quote
60CARAVIS BUDGET GROUP INC0.39%Add +15.1%2,967,757$66.72MNo quoteNo quote
61RFREGIONS FINL CORP0.38%Add +1.5%4,903,227$65.61M$13.38No quote
62CSLCARLISLE COS INC0.36%Add +5.8%618,384$62.16M$100.52No quote
63GILGILDAN ACTIVEWEAR INC0.35%New1,985,927$60.29M$30.36No quote
64WBSWEBSTER FINANCIAL CORP.0.33%Reduce -1.2%1,150,598$56.71M$49.29No quote
65KKELLOGG COMPANY0.33%Add +0.0%993,820$56.66MNo quoteNo quote
66THGHANOVER INSURANCE GROUP0.33%Reduce -15.6%478,184$55.84M$116.77No quote
67TRSTRIMAS CORP0.30%Reduce -17.2%1,893,978$51.69M$27.29No quote
68PHPARKER HANNIFIN CORPORATION0.29%Reduce -0.2%330,046$49.22M$149.14No quote
69AHLASPEN INSURANCE HOLDINGS LTD0.28%Reduce -33.1%1,144,206$48.05MNo quoteNo quote
70GGENPACT LTD0.28%Reduce -37.1%1,770,497$47.79M$26.99No quote
71ALLALLSTATE CORP0.28%Reduce -9.3%571,110$47.19M$82.63No quote
72CVSCVS HEALTH CORPORATION0.28%Reduce -0.1%718,382$47.07M$65.52No quote
73HOUSREALOGY HOLDINGS CORP0.27%Add +0.1%3,119,081$45.79MNo quoteNo quote
74DOORMASONITE INTERNATIONAL CORP0.27%Reduce -0.0%1,020,908$45.77MNo quoteNo quote
75JBLJABIL CIRCUIT INC0.27%Add +158.9%1,845,653$45.75M$24.79No quote
76MURMURPHY OIL CORP0.27%Reduce -68.5%1,951,219$45.64M$23.39No quote
77IVZINVESCO LTD0.26%Reduce -28.8%2,630,542$44.04M$16.74No quote
78ROCKGIBRALTAR INDUSTRIES INC0.26%Add +12.4%1,231,364$43.82MNo quoteNo quote
79ASBASSOCIATED BANC CORP0.25%Reduce -0.4%2,194,823$43.44M$19.79No quote
80CSCOCISCO SYSTEMS INC0.25%Reduce -64.8%967,707$41.93M$43.33No quote
81SCSCSCANSOURCE INC0.24%Reduce -0.5%1,210,164$41.61M$34.38No quote
82ESNDESSENDANT INC0.24%Reduce -27.0%3,279,687$41.26MNo quoteNo quote
83FTITECHNIPFMC PLC0.24%Add +1.1%2,062,475$40.38M$19.58No quote
84SNASNAP-ON INC0.23%Reduce -7.6%272,123$39.54M$145.29No quote
85HOPEHOPE BANCORP INC0.21%Add +0.1%2,996,436$35.54MNo quoteNo quote
86AELAMERICAN EQUITY INVT LIFE0.20%Add +0.1%1,221,599$34.13MNo quoteNo quote
87NSITINSIGHT ENTERPRISES INC0.19%Reduce -6.2%815,740$33.24M$40.75No quote
88ETRENTERGY CORP0.19%-380,920$32.79MNo quoteNo quote
89ARGOARGO GROUP INTERNATIONAL0.19%Reduce -16.9%486,134$32.69MNo quoteNo quote
90MSFTMICROSOFT CORP0.19%Reduce -1.7%319,758$32.48M$101.57No quote
91VREXVAREX IMAGING CORP0.19%New1,360,912$32.23M$23.68No quote
92IBNICICI BANK LTD - SPON ADR0.18%Add +1.3%2,958,054$30.44M$10.29No quote
93SNVSYNOVUS FINANCIAL CORP0.18%Add +57.7%950,709$30.41MNo quoteNo quote
94LLLL3 TECHNOLOGIES, INC.0.17%Add +0.0%170,955$29.69MNo quoteNo quote
95QCOMQUALCOMM INC0.17%Reduce -27.4%516,860$29.42M$56.91No quote
96FMBIFIRST MIDWEST BANCORP INC0.17%Add +19.1%1,467,325$29.07MNo quoteNo quote
97NCINAVIGANT CONSULTING INC0.16%Reduce -32.8%1,139,846$27.41MNo quoteNo quote
98TCFTCF FINANCIAL CORP0.15%Reduce -2.3%1,349,035$26.29MNo quoteNo quote
99WSFSWSFS FINANCIAL CORP0.15%Add +470.4%686,283$26.02M$37.91No quote
100SCSSTEELCASE INC - CL A0.15%Reduce -40.3%1,750,086$25.95MNo quoteNo quote
101CLSCELESTICA INC.0.14%Reduce -34.5%2,788,192$24.45M$8.77No quote
102TAT&T INC0.14%-847,952$24.2M$28.54No quote
103UVVUNIVERSAL CORP0.14%Reduce -41.2%439,471$23.8M$54.15No quote
104GTSTRIPLE-S MANAGEMENT CORP-B0.14%Add +0.6%1,357,866$23.61MNo quoteNo quote
105REVGREV GROUP INC0.13%Add +359.0%3,051,834$22.92MNo quoteNo quote
106TSMTAIWAN SEMICONDUCTOR - SP ADR0.13%Add +39.2%597,355$22.05M$36.91No quote
107ARWARROW ELECTRONICS INC0.12%-304,547$21M$68.95No quote
108TMKTORCHMARK CORP0.12%-279,538$20.83MNo quoteNo quote
109EGEVEREST RE GROUP LTD0.12%-91,025$19.82M$217.76No quote
110HIGTHE HARTFORD FINANCIAL SERVICES GROUP INC0.11%-424,371$18.86M$44.45No quote
111LMLEGG MASON INC0.10%-639,775$16.32MNo quoteNo quote
112CJC&J ENERGY SERVICES INC0.09%New1,172,335$15.83MNo quoteNo quote
113HPTHOSPITALITY PROPERTIES TRUST0.08%-590,723$14.11MNo quoteNo quote
114FLFOOT LOCKER INC0.07%Reduce -29.5%233,050$12.4MNo quoteNo quote
115WAIRWESCO AIRCRAFT HOLDINGS INC0.07%Reduce -1.8%1,430,394$11.3MNo quoteNo quote
116DRHDIAMONDROCK HOSPITALITY CO.0.06%Add +0.1%1,184,581$10.76M$9.08No quote
117BKRBAKER HUGHES A GE CO0.06%-438,440$9.43M$21.50No quote
118PKXPOSCO - ADR0.05%Add +3.2%156,758$8.61MNo quoteNo quote
119RDCROWAN COMPANIES PLC - A0.05%-996,725$8.36MNo quoteNo quote
120CMACOMERICA INC0.05%Add +0.1%121,153$8.32MNo quoteNo quote
121SPNSUPERIOR ENERGY SERVICES INC0.04%Reduce -1.1%2,233,208$7.48MNo quoteNo quote
122APOAPOLLO GLOBAL MANAGEMENT-A0.04%-302,057$7.41M$24.54No quote
123COPCONOCOPHILLIPS0.04%Reduce -72.4%114,431$7.14M$62.35No quote
124MPAAMOTORCAR PARTS OF AMERICA INC0.04%New391,330$6.51MNo quoteNo quote
125SHGSHINHAN FINANCIAL GROUP - ADR0.03%Add +1.6%148,014$5.25M$35.49No quote
126CHLCHINA MOBILE LTD-SPON ADR0.03%Add +1.8%94,962$4.56MNo quoteNo quote
127ARCARC DOCUMENT SOLUTIONS INC0.02%Reduce -1.9%1,987,348$4.07MNo quoteNo quote
128LUKOYLUKOIL PJSC - SPON ADR0.02%Add +2.1%54,036$3.86MNo quoteNo quote
129LNVGYLENOVO GROUP LTD ADR0.02%Reduce -17.2%285,744$3.83MNo quoteNo quote
130HPQHP INC0.02%Reduce -90.8%173,101$3.54M$20.46No quote
131HYMLYHYUNDAI MOTOR-GDR0.02%-64,300$3.41MNo quoteNo quote
132CRPJYCHINA RESOURCES-UNSPON ADR0.02%Add +2.7%120,778$3.41MNo quoteNo quote
133WLMIYWILMAR INTERNATIONAL - UNS ADR0.02%Add +4.2%138,338$3.17MNo quoteNo quote
134SSNHZSAMSUNG ELECTR-GDR0.02%Add +2.2%3,474$3.01MNo quoteNo quote
135CEZYYCEZ AS - ADR0.02%Add +2.0%211,609$2.8MNo quoteNo quote
136HNHAYHON HAI PRECISION INDUSTRY 144A ADR0.02%New607,573$2.8MNo quoteNo quote
137EVTCEVERTEC INC0.01%Reduce -88.9%82,520$2.37M$28.70No quote
138CIDHYCHINA AGRI-INDUSTRIES-UN ADR0.01%-327,200$2.33MNo quoteNo quote
139PCFBYPACIFIC BASIN SHIP-UNSP ADR0.01%-553,400$2.11MNo quoteNo quote
140DNFGYDONGFENG MOTOR GRP-H-UNS ADR0.01%Add +3.3%46,264$2.09MNo quoteNo quote
141SBKFFSTATE BANK OF INDIA GDR REG S0.01%Add +1.3%48,598$2.06MNo quoteNo quote
142SSLSASOL LTD-SPONS ADR0.01%Add +3.2%70,186$2.06MNo quoteNo quote
143NWSNEWS CORP - CLASS B0.01%Reduce -2.3%163,648$1.89M$11.55No quote
144KBKB FINANCIAL GROUP INC - ADR0.01%Add +2.4%39,441$1.66M$41.99No quote
145RNRTYREUNERT LTD-UNSPONSORED ADR0.01%-159,600$1.57MNo quoteNo quote
146SMUUYSIAM COMMERCIAL BANK - UNSP ADR0.01%Add +3.1%88,310$1.43MNo quoteNo quote
147GBXXYGRAND BAOXIN AUTO - UNSP ADR0.01%-489,200$1.38MNo quoteNo quote
148CDGXYCHINA DONGXIANG GRP-UNSP ADR0.01%Add +148.9%159,562$1.22MNo quoteNo quote
149GMGENERAL MOTORS CO0.01%Reduce -95.3%34,720$1.16M$33.44No quote
150CICHYCHINA CONSTRUCTION UNSPON ADR0.01%Add +4.6%69,588$1.13MNo quoteNo quote
151CSUAYCHINA SHENHUA UNSPON ADR0.01%-126,700$1.1MNo quoteNo quote
152PBR/APETROLEO BRASIL-SP PREF ADRCUSIP 71654V1010.00%-68,900$799KNo quoteNo quote
153HCPHCP INC0.00%Reduce -13.1%23,085$645KNo quoteNo quote
154VZVERIZON COMMUNICATIONS INC0.00%New11,405$641K$56.20No quote
155BIIBBIOGEN INC0.00%Add +13.0%2,106$634K$301.04No quote
156DOXAMDOCS LTD0.00%Add +22.7%10,496$615K$58.59No quote
157LAMRLAMAR ADVERTISING CO -A0.00%-8,650$598K$69.13No quote
158BKNGBOOKING HOLDINGS INC0.00%-339$584K$1722.71No quote
159OHIOMEGA HEALTHCARE INVESTORS0.00%Reduce -2.9%16,001$562KNo quoteNo quote
160SSNCSS&C TECHNOLOGIES HOLDINGS0.00%-12,108$546K$45.09No quote
161LGEIYLG ELECTRONICS INC-GDR 144A0.00%-16,600$463KNo quoteNo quote
162CHRWCH ROBINSON WORLDWIDE INC0.00%New5,119$430K$84.00No quote
163BHFBRIGHTHOUSE FINANCIAL INC0.00%New13,544$413K$30.49No quote
164SLBSCHLUMBERGER LTD0.00%New10,578$382K$36.11No quote
165NAONORDIC AMERICAN OFFSHORE LTD0.00%Reduce -55.7%898,879$378KNo quoteNo quote
166JLLJONES LANG LASALLE INC0.00%-2,547$322K$126.42No quote
167METAFACEBOOK INC - A0.00%New2,421$317K$130.94No quote
168CRICARTERS INC0.00%-3,872$316K$81.61No quote
169CELGCELGENE CORP0.00%-4,518$290KNo quoteNo quote
170CORAMERISOURCEBERGEN CORP0.00%New3,795$282KNo quoteNo quote
171LDOSLEIDOS HOLDINGS INC.0.00%New4,970$262K$52.72No quote
172QRVOQORVO INC0.00%-3,865$235K$60.80No quote
173PKPARK HOTELS & RESORTS INC0.00%-8,664$225K$25.97No quote
174HFCHOLLYFRONTIER CORP0.00%-4,307$220KNo quoteNo quote
175UALUNITED CONTINENTAL HOLDINGS0.00%New2,507$210K$83.77No quote
176SERVSERVICEMASTER GLOBAL HOLDING0.00%New5,651$208KNo quoteNo quote
177CBRECBRE GROUP INC A0.00%-5,123$205K$40.02No quote
178AVGOBROADCOM INC.0.00%New792$201K$253.79No quote
180MUMICRON TECHNOLOGY INC0.00%New6,289$200K$31.80No quote
179HRBH&R BLOCK INC0.00%New7,871$200K$25.41No quote
181CBCHUBB LTD0.00%New1,413$183K$129.51No quote
182KLACKLA-TENCOR CORP0.00%New1,641$147K$89.58No quote
183NLYANNALY CAPITAL MANAGMENT INC0.00%-11,354$111KNo quoteNo quote
204ZBHZIMMER BIOMET HOLDINGS INC-Sold0$0No quoteNo quote
203WELLWELLTOWER INC.-Sold0$0No quoteNo quote
202STTSTATE STREET CORP-Sold0$0No quoteNo quote
201SRCSPIRIT REALTY CAPITAL INC-Sold0$0No quoteNo quote
200SOSOUTHERN CO-Sold0$0No quoteNo quote
199PCGPG&E CORP-Sold0$0No quoteNo quote
198PBRPETROLEO BRASILEIRO S.A. - ADR-Sold0$0No quoteNo quote
197OTPIYOTP BANK NYRT- 144A GDR-Sold0$0No quoteNo quote
196NEUNEWMARKET CORP-Sold0$0No quoteNo quote
195INGRINGREDION INC-Sold0$0No quoteNo quote
194HPIFYHUADIAN POWER INTL - UNSP ADR-Sold0$0No quoteNo quote
193-HON HAI PRECISION INDUSTRY 144A ADRCUSIP 438090102-Sold0$0No quoteNo quote
192ESRXEXPRESS SCRIPTS HOLDING CO-Sold0$0No quoteNo quote
191CUBCUBIC CORP-Sold0$0No quoteNo quote
190CFGCITIZENS FINANCIAL GROUP-Sold0$0No quoteNo quote
189CRLCHARLES RIVER LABORATORIES-Sold0$0No quoteNo quote
188BRSBRISTOW GROUP INC-Sold0$0No quoteNo quote
187PBDBYBANK DANAMON INDON-UNSP ADR-Sold0$0No quoteNo quote
186BKKLYBANGKOK BANK PCL - UNSPON ADR-Sold0$0No quoteNo quote
185AZOAUTOZONE INC.-Sold0$0No quoteNo quote
184AKBTYAKBANK TAS ADR-Sold0$0No quoteNo quote