What Richard Pzena bought and sold in Q3 2025
In Q3 2025, Richard Pzena (Pzena Investment Management) opened 6 new positions — including ACN (0.3%), SOLV (0.1%), MYE (<0.1%), added to 13, trimmed 12, exited 5 (SPARUSD, SYU1, ULTA). The book stood at $30.94B across 154 positions, filed Nov 7, 2025.
6New13Added12Trimmed5Exited
New positions (6)
Added to (13)
- BAXBaxter International Inc+46% shares · 4.2% · $1.31B
- UHSUniversal Health Services-b+310% shares · 1.1% · $329M
- PPGPpg Industries Inc+72% shares · 0.6% · $184M
- HALHalliburton CO+43% shares · 0.4% · $132M
- SPBSpectrum Brands Holdings Inc+67% shares · 0.4% · $129M
- RHIRobert Half Inc+34% shares · 0.3% · $108M
- ABMAbm Industries Inc+21% shares · 0.2% · $54M
- COLBColumbia Banking System Inc+25% shares · 0.2% · $50M
- HDBHdfc Bank Ltd-adr+47% shares · 0.1% · $29M
- CIGCia Energetica De-spon Adr+27% shares · <0.1% · $4M
- PHGKoninklijke Philips Nvr- NY+40% shares · <0.1% · $801K
- EQNREquinor Asa-spon Adr+23% shares · <0.1% · $403K
- ADBEAdobe Inc+38% shares · <0.1% · $283K
Trimmed (12)
- MDTMedtronic Plc-33% shares · 1.8% · $565M
- TELTE Connectivity Plc-22% shares · 1.3% · $415M
- CHTRCharter Communications Inc-a-85% shares · 0.4% · $111M
- TRSTrimas Corp-40% shares · 0.2% · $50M
- UVVUniversal Corp/va-32% shares · 0.1% · $19M
- BIDUBaidu Inc - Spon Adr-70% shares · <0.1% · $11M
- ABEVAmbev Sa-adr-56% shares · <0.1% · $10M
- BABAAlibaba Group Holding-sp Adr-22% shares · <0.1% · $7M
- GJBSteelcase Inc-cl A-93% shares · <0.1% · $7M
- CHRWC.h. Robinson Worldwide Inc-93% shares · <0.1% · $2M
- INTCIntel Corp-33% shares · <0.1% · $279K
- DANDana Inc-94% shares · <0.1% · $202K
Exited (5)
Richard Pzena's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.