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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 117 of 186 rows. Rows without a quote are marked unavailable.

1HALHALLIBURTON CO3.61%Add +18.2%31,566,930$772.44M$24.47No quote
2NOVNATIONAL OILWELL VARCO INC3.47%Add +8.0%29,696,759$743.9M$25.05No quote
3GEGENERAL ELECTRIC CO3.35%Add +1.5%64,303,114$717.62M$11.16No quote
4LEALEAR CORP2.92%Add +8.6%4,553,308$624.71M$137.20No quote
5CCITIGROUP INC2.83%Reduce -0.6%7,580,561$605.61M$79.89No quote
6COFCAPITAL ONE FINL CORP2.67%Add +0.7%5,551,737$571.33M$102.91No quote
7AIGAMERICAN INTERNATIONAL GROUP2.57%Add +2.3%10,716,487$550.08M$51.33No quote
8CTSHCOGNIZANT TECH SOLUTIONS - A2.57%Add +3.9%8,864,214$549.76M$62.02No quote
9HPEHEWLETT PACKARD ENTERPRISE COMPANY2.52%Add +2.5%34,075,382$540.44M$15.86No quote
10WFCWELLS FARGO CO2.49%Add +1.6%9,917,574$533.57M$53.80No quote
11PVHPVH CORP2.44%Reduce -3.3%4,977,739$523.41M$105.15No quote
12MCKMCKESSON CORPORATION2.43%Add +3.1%3,760,595$520.17M$138.32No quote
13WABWABTEC CORP2.37%Add +46.7%6,535,590$508.47M$77.80No quote
14EQHAXA EQUITABLE HOLDINGS INC2.29%Add +5.2%19,778,140$490.1M$24.78No quote
15NWLNEWELL BRANDS INC.2.27%Add +0.6%25,315,254$486.56M$19.22No quote
16BACBANK OF AMERICA CORP2.18%Reduce -8.1%13,242,708$466.41M$35.22No quote
17EIXEDISON INTERNATIONAL2.12%Add +6.0%6,031,294$454.82MNo quoteNo quote
18MSMORGAN STANLEY2.08%Add +0.9%8,695,264$444.5M$51.12No quote
19MYLMYLAN NV1.95%Add +7.1%20,781,717$417.71MNo quoteNo quote
20IPGINTERPUBLIC GROUP OF COS INC1.90%Add +6.2%17,566,489$405.79MNo quoteNo quote
21AVTAVNET INC1.78%Add +26.9%8,996,453$381.81M$42.44No quote
22SWKSTANLEY BLACK & DECKER INC1.76%Add +0.8%2,268,580$375.99M$165.74No quote
23VOYAVOYA FINANCIAL INC.1.62%Add +1.8%5,691,129$347.05M$60.98No quote
24AXSAXIS CAPITAL HOLDINGS LTD1.49%Add +22.2%5,383,049$319.97M$59.44No quote
25AMGNAMGEN INC1.47%Add +8.3%1,309,307$315.64M$241.07No quote
26METMETLIFE INC1.46%Reduce -1.1%6,119,809$311.93M$50.97No quote
27FFORD MOTOR COMPANY1.37%Reduce -0.5%31,548,241$293.4M$9.30No quote
28JPMJP MORGAN CHASE & CO1.31%Reduce -13.5%2,004,984$279.5M$139.40No quote
29MHKMOHAWK INDUSTRIES INC1.30%Add +6.9%2,034,926$277.52M$136.38No quote
30BKRBAKER HUGHES CO1.21%Add +7.7%10,073,242$258.18M$25.63No quote
31ORCLORACLE CORP1.19%Reduce -16.5%4,803,641$254.5M$52.98No quote
32GILGILDAN ACTIVEWEAR INC1.17%Add +132.7%8,489,008$250.68M$29.53No quote
33GSGOLDMAN SACHS GROUP INC1.17%Reduce -1.3%1,090,012$250.63M$229.93No quote
34KKRKKR & CO INC1.13%Reduce -2.6%8,315,733$242.57M$29.17No quote
35FTITECHNIPFMC PLC1.12%Add +44.3%11,223,056$240.62M$21.44No quote
36CVECENOVUS ENERGY INC.1.04%Add +14.7%21,901,545$222.3M$10.15No quote
37CAHCARDINAL HEALTH INC0.94%Add +9.1%4,000,397$202.34M$50.58No quote
38OMCOMNICOM GROUP0.91%Reduce -8.0%2,399,456$194.4M$81.02No quote
39JELDJELD-WEN HOLDING INC0.87%Add +3.8%7,976,393$186.73M$23.41No quote
40RDSAROYAL DUTCH SHELL PLC ADR0.85%Reduce -0.3%3,094,075$182.49MNo quoteNo quote
41RRYDER SYSTEM INC.0.83%Add +22.9%3,265,330$177.34MNo quoteNo quote
42XOMEXXON MOBIL CORP0.81%Reduce -0.5%2,481,145$173.13M$69.78No quote
43BMYBRISTOL-MYERS SQUIBB CO0.76%Reduce -1.6%2,537,875$162.91M$64.19No quote
44FITBFIFTH THIRD BANCORP0.76%Add +14.4%5,274,335$162.13M$30.74No quote
45KEYKEY CORP0.76%Add +15.3%7,998,031$161.88M$20.24No quote
46CARAVIS BUDGET GROUP INC0.67%Add +34.8%4,428,321$142.77MNo quoteNo quote
47FLEXFLEX LTD0.65%Add +16.1%10,950,615$138.2M$12.62No quote
48TEXTEREX CORP0.63%Add +24.0%4,511,045$134.34M$29.78No quote
49AGRAVANGRID INC0.62%Add +17.7%2,578,638$131.92MNo quoteNo quote
50PFEPFIZER INC0.58%Add +0.0%3,148,442$123.36M$39.18No quote
51CNOCNO FINANCIAL GROUP INC0.57%Add +34.2%6,770,866$122.76M$18.13No quote
52ACMAECOM0.53%Add +4.8%2,623,898$113.17M$43.13No quote
53BIDUBAIDU, INC. SPONSORED ADR CLASS A0.52%Add +7.0%877,651$110.94M$126.40No quote
54WBSWEBSTER FINANCIAL CORP.0.50%Add +62.9%1,998,320$106.63M$53.36No quote
55ATUACTUANT CORP- A0.48%Reduce -8.2%3,989,841$103.86MNo quoteNo quote
56UBSUBS GROUP AG0.45%Add +8.8%7,645,713$96.18M$12.58No quote
57RFREGIONS FINL CORP0.44%Add +12.9%5,495,558$94.3M$17.16No quote
58CICIGNA CORP0.44%Reduce -0.1%460,428$94.15M$204.49No quote
59SPBSPECTRUM BRANDS HOLDINGS INC0.43%Add +33.1%1,434,888$92.25M$64.29No quote
60WTWWILLIS TOWERS WATSON PLC0.41%Add +5.3%437,541$88.36M$201.94No quote
61WMTWALMART INC0.41%Reduce -46.6%736,701$87.55M$118.84No quote
62DOORMASONITE INTERNATIONAL CORP0.37%Add +7.4%1,085,704$78.4MNo quoteNo quote
63JNPRJUNIPER NETWORKS INC0.36%Add +20.2%3,134,452$77.2MNo quoteNo quote
64CVSCVS HEALTH CORPORATION0.33%Reduce -0.0%951,790$70.71M$74.29No quote
65IVZINVESCO LTD0.33%Add +49.2%3,930,976$70.68M$17.98No quote
66MURMURPHY OIL CORP0.32%Add +13.7%2,525,558$67.69M$26.80No quote
67PHPARKER HANNIFIN CORPORATION0.32%Reduce -0.0%328,272$67.57M$205.82No quote
68TAT&T INC0.31%Reduce -0.0%1,724,193$67.38M$39.08No quote
69KKELLOGG COMPANY0.30%Add +18.6%925,121$63.98MNo quoteNo quote
70OLNOLIN CORP0.30%New3,663,120$63.19M$17.25No quote
71SNASNAP-ON INC0.27%Add +39.2%346,284$58.66M$169.40No quote
72ASBASSOCIATED BANC CORP0.27%Add +19.2%2,619,005$57.72M$22.04No quote
73TRSTRIMAS CORP0.26%Add +12.8%1,762,346$55.36M$31.41No quote
74SCSCSCANSOURCE INC0.25%Add +16.6%1,464,078$54.1M$36.95No quote
75NEXNEXTIER OILFIELD SOLUTIONS, INC.0.25%New7,886,281$52.84MNo quoteNo quote
76HOPEHOPE BANCORP INC0.24%Add +19.3%3,425,318$50.9MNo quoteNo quote
77UVVUNIVERSAL CORP0.23%Add +43.3%876,755$50.03M$57.06No quote
78KBRKBR INC0.23%Reduce -46.1%1,609,446$49.09M$30.50No quote
79AELAMERICAN EQUITY INVT LIFE0.22%Add +13.6%1,606,352$48.08MNo quoteNo quote
80IBNICICI BANK LTD - SPON ADR0.22%Add +16.3%3,183,352$48.04M$15.09No quote
81REVGREV GROUP INC0.22%Add +26.2%3,779,723$46.23MNo quoteNo quote
82SMCISUPER MICRO COMPUTER INC0.21%Add +188.0%1,884,887$45.28MNo quoteNo quote
83VREXVAREX IMAGING CORP0.21%Add +4.9%1,507,727$44.95M$29.81No quote
84CLSCELESTICA INC.0.20%Add +12.8%5,305,645$43.88M$8.27No quote
85FMBIFIRST MIDWEST BANCORP INC0.20%Add +19.3%1,847,219$42.6MNo quoteNo quote
86GGENPACT LTD0.20%Add +34.2%1,008,947$42.55M$42.17No quote
87TSMTAIWAN SEMICONDUCTOR - SP ADR0.20%Add +23.1%719,647$41.81M$58.10No quote
88GTSTRIPLE-S MANAGEMENT CORP-B0.19%Add +16.1%2,234,374$41.31MNo quoteNo quote
89SNVSYNOVUS FINANCIAL CORP0.18%Add +8.1%968,744$37.98MNo quoteNo quote
90HOFTHOOKER FURNITURE CORP0.18%Add +6899.5%1,474,157$37.87M$25.69No quote
91CSLCARLISLE COS INC0.17%Reduce -27.9%225,508$36.5M$161.84No quote
92SYKESYKES ENTERPRISES INC0.17%Add +26.0%968,265$35.82MNo quoteNo quote
93TCFTCF FINANCIAL CORP0.17%Add +14.5%764,894$35.8MNo quoteNo quote
94MPAAMOTORCAR PARTS OF AMERICA INC0.16%Add +34.7%1,581,263$34.84MNo quoteNo quote
95DOVDOVER CORP0.16%Reduce -0.1%292,416$33.7M$115.26No quote
96SVCSERVICE PROPERTIES TRUST0.16%Add +131.6%1,382,344$33.63M$24.33No quote
97WSFSWSFS FINANCIAL CORP0.16%Add +13.9%760,374$33.45M$43.99No quote
98HOUSREALOGY HOLDINGS CORP0.15%Add +8.5%3,356,622$32.49MNo quoteNo quote
99EGEVEREST RE GROUP LTD0.15%Add +28.3%116,954$32.38M$276.84No quote
100MSMMSC INDUSTRIAL DIRECT CO-A0.15%New410,056$32.18M$78.47No quote
101GLGLOBE LIFE INC0.15%Add +28.7%303,871$31.98M$105.25No quote
102THGHANOVER INSURANCE GROUP0.15%Add +39.3%233,828$31.96M$136.67No quote
103ALLALLSTATE CORP0.15%Add +34.0%283,530$31.88M$112.45No quote
104ARWARROW ELECTRONICS INC0.15%Add +23.4%376,101$31.87M$84.74No quote
105HIGTHE HARTFORD FINANCIAL SERVICES GROUP INC0.14%Add +19.4%506,950$30.81M$60.77No quote
106ETRENTERGY CORP0.14%Reduce -34.2%247,905$29.7MNo quoteNo quote
107LMLEGG MASON INC0.14%Add +27.9%818,431$29.39MNo quoteNo quote
108VALVALARIS PLC0.13%New4,264,044$27.97M$6.56No quote
109CSCOCISCO SYSTEMS INC0.13%Reduce -0.0%576,076$27.63M$47.96No quote
110DANDANA INC0.12%New1,432,829$26.08MNo quoteNo quote
111JBLJABIL CIRCUIT INC0.11%Reduce -32.4%575,308$23.78M$41.33No quote
112ARGOARGO GROUP INTERNATIONAL0.11%Add +23.7%345,612$22.72MNo quoteNo quote
113NSITINSIGHT ENTERPRISES INC0.10%Add +7.0%292,026$20.53M$70.29No quote
114DRHDIAMONDROCK HOSPITALITY CO.0.08%Add +14.0%1,508,971$16.72M$11.08No quote
115SCSSTEELCASE INC - CL A0.08%Reduce -2.6%814,433$16.66MNo quoteNo quote
116BIIBBIOGEN INC0.07%Add +1455.6%49,670$14.74M$296.74No quote
117NWSANEWS CORP - CLASS A0.05%Reduce -29.0%800,870$11.32M$14.14No quote
118ROCKGIBRALTAR INDUSTRIES INC0.05%Reduce -73.0%217,340$10.96MNo quoteNo quote
119APOAPOLLO GLOBAL MANAGEMENT INC0.05%Reduce -9.8%210,609$10.05M$47.71No quote
120PKXPOSCO - ADR0.04%Reduce -0.0%189,700$9.6MNo quoteNo quote
121CMACOMERICA INC0.04%-121,055$8.69MNo quoteNo quote
122AXEANIXTER INTERNATIONAL INC0.04%Reduce -95.0%90,574$8.34MNo quoteNo quote
123SHGSHINHAN FINANCIAL GROUP - ADR0.03%Reduce -0.5%173,807$6.62M$38.07No quote
124MRKMERCK & CO INC0.03%Reduce -92.4%58,811$5.35M$90.95No quote
125LUKOYOIL COMPANY LUKOIL PJSC SPONSORED ADR0.02%-42,645$4.21MNo quoteNo quote
126SSNHZSAMSUNG ELECTR-GDR0.02%-3,474$4.19MNo quoteNo quote
127LNVGYLENOVO GROUP LTD ADR0.02%Add +28.4%302,250$4.04MNo quoteNo quote
128HNHAYHON HAI PRECISION INDUSTRY 144A ADR0.02%-607,573$3.68MNo quoteNo quote
129CRPJYCHINA RESOURCES-UNSPON ADR0.02%-158,337$3.34MNo quoteNo quote
130SSLSASOL LTD-SPONS ADR0.02%Add +16.4%149,694$3.24MNo quoteNo quote
131SCBFYSTANDARD CHARTERED PLC UNSPONSORED ADR0.01%New167,706$3.21MNo quoteNo quote
132HYMLYHYUNDAI MOTOR-GDR0.01%Reduce -10.7%57,403$2.99MNo quoteNo quote
133WLMIYWILMAR INTERNATIONAL - UNS ADR0.01%Reduce -1.2%97,376$2.93MNo quoteNo quote
134PCFBYPACIFIC BASIN SHIP-UNSP ADR0.01%Reduce -21.1%671,215$2.83MNo quoteNo quote
135SMUUYSIAM COMMERCIAL BANK - UNSP ADR0.01%-169,185$2.75MNo quoteNo quote
136CICHYCHINA CONSTRUCTION UNSPON ADR0.01%-155,960$2.7MNo quoteNo quote
137CHLCHINA MOBILE LTD-SPON ADR0.01%-63,242$2.67MNo quoteNo quote
138CEZYYCEZ AS - ADR0.01%-211,609$2.38MNo quoteNo quote
139DNFGYDONGFENG MOTOR GRP-H-UNS ADR0.01%Add +6.8%49,424$2.3MNo quoteNo quote
140SBKFFSTATE BANK OF INDIA GDR REG S0.01%-48,598$2.27MNo quoteNo quote
141KBKB FINANCIAL GROUP INC - ADR0.01%Add +35.9%53,582$2.22M$41.38No quote
142CSUAYCHINA SHENHUA UNSPON ADR0.01%-218,727$1.82MNo quoteNo quote
143RNRTYREUNERT LTD-UNSPONSORED ADR0.01%-159,600$1.66MNo quoteNo quote
144OTPIYOTP BANK NYRT- 144A GDR0.01%Add +1.1%56,060$1.47MNo quoteNo quote
145CDGXYCHINA DONGXIANG GRP-UNSP ADR0.01%Add +43.2%228,423$1.26MNo quoteNo quote
146GBXXYGRAND BAOXIN AUTO - UNSP ADR0.01%Add +33.8%654,468$1.25MNo quoteNo quote
147LAMRLAMAR ADVERTISING CO -A0.00%Add +13.8%10,754$960K$89.27No quote
148DOXAMDOCS LTD0.00%-13,152$949K$72.16No quote
149UNHUNITEDHEALTH GROUP INC0.00%Add +2.6%3,112$915K$294.02No quote
150AESAES CORP0.00%Reduce -12.6%45,692$909K$19.89No quote
151VZVERIZON COMMUNICATIONS INC0.00%Add +1.8%14,726$904K$61.39No quote
152BRXBRIXMOR PROPERTY GROUP INC0.00%Add +30.4%41,607$899K$21.61No quote
154STWDSTARWOOD PROPERTY TRUST INC0.00%Add +152.7%34,936$869K$24.87No quote
153RNRRENAISSANCE RE HLDGS LTD0.00%Add +1.7%4,431$869K$196.12No quote
155CBCHUBB LTD0.00%Add +1.6%5,561$866K$155.73No quote
156HRBH&R BLOCK INC0.00%Add +29.8%35,906$843K$23.48No quote
157VTRVENTAS INC0.00%New14,560$841K$57.76No quote
158LENLENNAR CORP0.00%New14,497$809K$55.80No quote
159HUMHUMANA INC0.00%New2,105$772K$366.75No quote
160EXPEEXPEDIA INC.0.00%New7,096$767K$108.09No quote
161BKNGBOOKING HOLDINGS INC0.00%-364$748K$2054.95No quote
162ELVANTHEM INC0.00%-2,438$736K$301.89No quote
163ZDJ2 GLOBAL INC0.00%Add +32.0%7,737$725K$93.71No quote
164LGEIYLG ELECTRONICS INC-GDR 144A0.00%-16,600$517KNo quoteNo quote
165GILDGILEAD SCIENCES INC0.00%-7,581$493K$65.03No quote
166CHRWCH ROBINSON WORLDWIDE INC0.00%-6,198$485K$78.25No quote
167SLBSCHLUMBERGER LTD0.00%Reduce -98.8%10,668$429K$40.21No quote
168ABBVABBVIE INC0.00%-3,179$281K$88.39No quote
169INTCINTEL CORPORATION0.00%Reduce -36.0%4,122$247K$59.92No quote
170CBRECBRE GROUP INC A0.00%Reduce -44.0%3,665$225K$61.39No quote
171CORAMERISOURCEBERGEN CORP0.00%-2,599$221KNo quoteNo quote
172MMSMAXIMUS INC0.00%New2,833$211K$74.48No quote
173HNHPFHON HAI PRECISION - GDR REG S0.00%Reduce -8.9%17,748$109KNo quoteNo quote
174AMKBYAP MOELLER-MAERSK B-UNSPON ADR0.00%-14,009$101KNo quoteNo quote
186WUWESTERN UNION CO-Sold0$0No quoteNo quote
185WAIRWESCO AIRCRAFT HOLDINGS INC-Sold0$0No quoteNo quote
184VERVEREIT INC-Sold0$0No quoteNo quote
183UALUNITED AIRLINES HOLDINGS INC-Sold0$0No quoteNo quote
182VIVTELEFONICA BRASIL - ADR-Sold0$0No quoteNo quote
181ACWIISHARES MSCI ACWI-Sold0$0No quoteNo quote
180FLFOOT LOCKER INC-Sold0$0No quoteNo quote
179CSCREDIT SUISSE GROUP SPON ADR-Sold0$0No quoteNo quote
178CIDHYCHINA AGRI-INDUSTRIES-UN ADR-Sold0$0No quoteNo quote
177CJC&J ENERGY SERVICES INC-Sold0$0No quoteNo quote
176ARCARC DOCUMENT SOLUTIONS INC-Sold0$0No quoteNo quote
175NLYANNALY CAPITAL MANAGMENT INC-Sold0$0No quoteNo quote