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Pzena Investment Management LLC activity

Every position Richard Pzena opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 7 Aug. Sitewide activity

New 12
Add 71
Reduce 70
Exit 9

162 shown

Ticker Action Δ weight Detail Period
WDAY New 0% to 0.71% $241M Q1→Q2
BEKE New 0% to 0.38% $129M Q1→Q2
EXPE New 0% to <0.01% $271K Q1→Q2
GEV New 0% to <0.01% $216K Q1→Q2
NVDA New 0% to <0.01% $289K Q1→Q2
ORCL New 0% to <0.01% $304K Q1→Q2
QRVO New 0% to <0.01% $284K Q1→Q2
CRM New 0% to <0.01% $235K Q1→Q2
SAP New 0% to <0.01% $1M Q1→Q2
STT New 0% to <0.01% $209K Q1→Q2
TOST New 0% to <0.01% $304K Q1→Q2
ZBRA New 0% to <0.01% $358K Q1→Q2
WAB Exit 0.30% to 0% $92M Q1→Q2
AHQ Exit 0.21% to 0% $65M Q1→Q2
JNJ Exit 0.16% to 0% $50M Q1→Q2
CRUS Exit <0.01% to 0% $306K Q1→Q2
HIG Exit <0.01% to 0% $288K Q1→Q2
HOLX Exit <0.01% to 0% $300K Q1→Q2
INTU Exit <0.01% to 0% $242K Q1→Q2
TMUS Exit <0.01% to 0% $205K Q1→Q2
TRS Exit <0.01% to 0% $357K Q1→Q2
CTSH Add 4.0% to 3.0% +30.9% sh Q1→Q2
DG Add 2.7% to 3.5% +48.2% sh Q1→Q2
CRBG Add 2.1% to 2.8% +24.9% sh Q1→Q2
CDW Add 0.44% to 1.1% +136.6% sh Q1→Q2
DOX Add 2.7% to 2.1% +10.3% sh Q1→Q2
LKQ Add 0.59% to 1.2% +142.9% sh Q1→Q2
BAX Add 3.5% to 4.1% +1.2% sh Q1→Q2
MBC Add 0.10% to 0.46% +301.9% sh Q1→Q2
NWL Add 0.53% to 0.86% +0.4% sh Q1→Q2
ACN Add 1.6% to 1.9% +113.8% sh Q1→Q2
MICC Add 0.29% to 0.59% +87.6% sh Q1→Q2
GL Add 0.46% to 0.71% +32.1% sh Q1→Q2
UHS Add 1.1% to 0.86% +3.0% sh Q1→Q2
DIS Add 0.03% to 0.25% +879.3% sh Q1→Q2
EQH Add 0.54% to 0.72% +24.6% sh Q1→Q2
PPG Industries Add 2.6% to 2.8% +4.4% sh Q1→Q2
Genpact Add 0.09% to 0.27% +353.5% sh Q1→Q2
KSPI Add 0.64% to 0.78% +14.9% sh Q1→Q2
KT Add 0.50% to 0.37% +1.5% sh Q1→Q2
WFC Add 2.3% to 2.1% +0.6% sh Q1→Q2
PFE Add 0.54% to 0.42% +0.6% sh Q1→Q2
SSNC Add 2.1% to 2.0% +13.8% sh Q1→Q2
GLOB Add 0.44% to 0.33% +30.0% sh Q1→Q2
MLKN Add 0.09% to 0.18% +52.0% sh Q1→Q2
RHI Add 0.49% to 0.56% +4.3% sh Q1→Q2
AAP Add 0.74% to 0.80% +2.1% sh Q1→Q2
SCSC Add 0.11% to 0.17% +21.5% sh Q1→Q2
WGO Add 0.10% to 0.16% +72.1% sh Q1→Q2
ELV Add 0.21% to 0.25% +2.0% sh Q1→Q2
STZ Add 0.29% to 0.24% +0.6% sh Q1→Q2
GPN Add 2.5% to 2.5% +0.7% sh Q1→Q2
SPB Add 0.56% to 0.61% +3.5% sh Q1→Q2
ABM Add 0.19% to 0.23% +18.7% sh Q1→Q2
CNXC Add 0.26% to 0.22% +16.0% sh Q1→Q2
ADNT Add 0.24% to 0.20% +3.7% sh Q1→Q2
HCA Add 0.14% to 0.11% +2.5% sh Q1→Q2
TBI Add 0.04% to 0.06% +7.6% sh Q1→Q2
ARCO Add 0.29% to 0.26% +0.6% sh Q1→Q2
AEBI Add 0.13% to 0.16% +5.1% sh Q1→Q2
ASB Add 0.16% to 0.18% +3.5% sh Q1→Q2
COLB Add 0.18% to 0.20% +4.7% sh Q1→Q2
HVT Add 0.10% to 0.12% +7.1% sh Q1→Q2
HOFT Add 0.06% to 0.08% +11.9% sh Q1→Q2
MMI Add 0.17% to 0.20% +6.4% sh Q1→Q2
ONB Add 0.19% to 0.22% +5.6% sh Q1→Q2
AIG Add 0.11% to 0.10% +1.5% sh Q1→Q2
CBRE Add 0.13% to 0.12% +1.3% sh Q1→Q2
COF Add 2.7% to 2.7% +0.3% sh Q1→Q2
GD Add 0.12% to 0.11% +1.0% sh Q1→Q2
GCO Add 0.10% to 0.11% +1.7% sh Q1→Q2
GPC Add 0.20% to 0.21% +3.1% sh Q1→Q2
KFY Add 0.16% to 0.17% +8.8% sh Q1→Q2
USNA Add 0.06% to 0.08% +8.7% sh Q1→Q2
WSFS Add 0.19% to 0.20% +1.1% sh Q1→Q2
ADBE Add <0.01% to <0.01% +8.3% sh Q1→Q2
ADSK Add <0.01% to <0.01% +47.9% sh Q1→Q2
BCS Add <0.01% to <0.01% +14.7% sh Q1→Q2
GSK Add <0.01% to <0.01% +30.2% sh Q1→Q2
HDB Add 0.12% to 0.12% +6.2% sh Q1→Q2
ING Add 0.01% to 0.01% +17.6% sh Q1→Q2
PHG Add <0.01% to <0.01% +15.8% sh Q1→Q2
MBUU Add 0.14% to 0.14% +5.7% sh Q1→Q2
PVH Add 1.3% to 1.3% +3.8% sh Q1→Q2
REZI Add 0.15% to 0.15% +22.5% sh Q1→Q2
SNY Add <0.01% to <0.01% +32.6% sh Q1→Q2
SMFG Add <0.01% to <0.01% +14.7% sh Q1→Q2
TAK Add <0.01% to <0.01% +33.4% sh Q1→Q2
TGT Add 0.15% to 0.14% 0.0% sh Q1→Q2
UVV Add 0.06% to 0.06% +10.3% sh Q1→Q2
VREX Add 0.14% to 0.13% +8.8% sh Q1→Q2
OEC Add 0.10% to 0.09% +3.7% sh Q1→Q2
HUM Reduce 3.1% to 5.1% −19.5% sh Q1→Q2
DOW Reduce 2.6% to 1.0% −34.0% sh Q1→Q2
NOK Reduce 1.7% to 0.20% −92.1% sh Q1→Q2
C Reduce 3.0% to 2.3% −32.1% sh Q1→Q2
TSN Reduce 3.6% to 2.9% −0.8% sh Q1→Q2
BMY Reduce 3.4% to 2.9% −0.5% sh Q1→Q2
SHEL Reduce 0.97% to 0.59% −19.2% sh Q1→Q2
SWKS Reduce 2.8% to 3.2% −0.8% sh Q1→Q2
CVS Reduce 3.2% to 3.6% −14.5% sh Q1→Q2
AVT Reduce 1.1% to 0.81% −45.2% sh Q1→Q2
NOV Reduce 2.3% to 2.0% −3.1% sh Q1→Q2
KNX Reduce 0.24% to 0.01% −95.3% sh Q1→Q2
OLN Reduce 0.43% to 0.23% −12.2% sh Q1→Q2
MET Reduce 2.6% to 2.8% −1.5% sh Q1→Q2
MDT Reduce 0.89% to 0.72% −0.3% sh Q1→Q2
MGA Reduce 6.4% to 6.5% −5.7% sh Q1→Q2
ZTO Reduce 0.61% to 0.48% −1.9% sh Q1→Q2
HAL Reduce 0.51% to 0.39% −3.5% sh Q1→Q2
VOYA Reduce 0.81% to 0.94% −3.9% sh Q1→Q2
CSCO Reduce 0.33% to 0.44% −2.1% sh Q1→Q2
DAL Reduce 0.61% to 0.72% −6.7% sh Q1→Q2
FMS Reduce 1.1% to 1.0% −0.4% sh Q1→Q2
XOM Reduce 0.34% to 0.24% −4.5% sh Q1→Q2
HUN Reduce 0.25% to 0.16% −11.3% sh Q1→Q2
WBS Reduce 0.09% to <0.01% −99.2% sh Q1→Q2
ST Reduce 0.40% to 0.32% −35.3% sh Q1→Q2
TEL Reduce 0.41% to 0.33% −8.0% sh Q1→Q2
BFH Reduce 0.15% to 0.10% −46.6% sh Q1→Q2
CI Reduce 0.50% to 0.45% −2.8% sh Q1→Q2
LDOS Reduce 0.13% to 0.07% 0.0% sh Q1→Q2
TFX Reduce 0.27% to 0.22% −13.7% sh Q1→Q2
BAP Reduce 1.0% to 0.96% −8.3% sh Q1→Q2
BAC Reduce 1.0% to 1.1% −1.7% sh Q1→Q2
CNO Reduce 0.33% to 0.37% −1.2% sh Q1→Q2
NVST Reduce 0.13% to 0.09% −27.9% sh Q1→Q2
LEA Reduce 2.7% to 2.6% −1.8% sh Q1→Q2
MHK Reduce 0.37% to 0.41% −0.9% sh Q1→Q2
WCC Reduce 0.10% to 0.07% −37.1% sh Q1→Q2
ARW Reduce 0.10% to 0.08% −40.7% sh Q1→Q2
FITB Reduce 0.25% to 0.26% −3.1% sh Q1→Q2
MS Reduce 0.25% to 0.28% −4.6% sh Q1→Q2
OSK Reduce 0.21% to 0.19% −5.3% sh Q1→Q2
TSM Reduce 0.02% to 0.01% −78.6% sh Q1→Q2
Helen Of Troy Reduce 0.04% to 0.06% −11.1% sh Q1→Q2
ABEV Reduce 0.04% to 0.03% −20.7% sh Q1→Q2
CIG Reduce 0.01% to <0.01% −58.0% sh Q1→Q2
DRH Reduce 0.09% to 0.10% −0.2% sh Q1→Q2
KOP Reduce 0.15% to 0.14% −12.2% sh Q1→Q2
MYE Reduce 0.09% to 0.08% −39.2% sh Q1→Q2
DNOW Reduce 0.12% to 0.11% −6.5% sh Q1→Q2
PBR Reduce 0.01% to <0.01% −73.0% sh Q1→Q2
SHG Reduce 0.14% to 0.12% −3.1% sh Q1→Q2
UVSP Reduce 0.09% to 0.11% −0.9% sh Q1→Q2
VALE Reduce 0.01% to <0.01% −68.7% sh Q1→Q2
UBS Reduce 2.7% to 2.7% −14.8% sh Q1→Q2
BABA Reduce 0.01% to 0.01% −5.9% sh Q1→Q2
MT Reduce <0.01% to <0.01% −55.6% sh Q1→Q2
BIDU Reduce 0.02% to 0.01% −15.0% sh Q1→Q2
PLOW Reduce 0.22% to 0.22% −13.1% sh Q1→Q2
EQNR Reduce 0.01% to <0.01% −5.7% sh Q1→Q2
HSBC Reduce 0.01% to 0.01% −1.6% sh Q1→Q2
ITUB Reduce 0.01% to <0.01% −64.4% sh Q1→Q2
JPM Reduce 0.32% to 0.32% −0.9% sh Q1→Q2
KB Reduce 0.01% to <0.01% −59.8% sh Q1→Q2
KEY Reduce 0.11% to 0.11% −3.7% sh Q1→Q2
MSCI Reduce 0.13% to 0.13% −16.0% sh Q1→Q2
MSFT Reduce <0.01% to <0.01% −0.9% sh Q1→Q2
HSIC Reduce 0.21% to 0.21% −3.0% sh Q1→Q2
SOLV Reduce 0.09% to 0.09% −5.0% sh Q1→Q2
TTE Reduce 0.01% to <0.01% 0.0% sh Q1→Q2