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← Richard Pzena

Richard Pzena's 2025Q1 portfolio

Richard Pzena (Pzena Investment Management) held 108 positions as of Mar 31, 2025, with the largest position at 4.9% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2025 (108)

  1. 1MGAMagna International Inc
    % port
    4.9%
    -0.7pp vs prior Qnow 6.4%
  2. 2CTSHCognizant Tech Solutions-a
    % port
    4.6%
    now 4.0%
  3. 3BAXBaxter International Inc
    % port
    4.4%
    +1.1pp vs prior Qnow 3.5%
  4. 4CVSCvs Health Corp
    % port
    4.2%
    +1.2pp vs prior Qnow 3.2%
  5. 5DGDollar General Corp
    % port
    3.9%
    +0.9pp vs prior Qnow 2.7%
  6. 6HUMHumana Inc
    % port
    3.5%
    +0.4pp vs prior Qnow 3.1%
  7. 7COFCapital One Financial Corp
    % port
    3.5%
    -0.3pp vs prior Qnow 2.7%
  8. 8CCitigroup Inc
    % port
    3.3%
    now 3.0%
  9. 9DOWDow Inc
    % port
    3.0%
    +0.5pp vs prior Qnow 2.6%
  10. 10SSNCSs&c Technologies Holdings
    % port
    3.0%
    now 2.1%
  11. 11TSNTyson Foods Inc-cl A
    % port
    3.0%
    +0.6pp vs prior Qnow 3.6%
  12. 12BMYBristol-myers Squibb CO
    % port
    2.9%
    +0.3pp vs prior Qnow 3.4%
  13. 13GPNGlobal Payments Inc
    % port
    2.8%
    -0.3pp vs prior Qnow 2.5%
  14. 14UBSUbs Group AG
    % port
    2.8%
    now 2.6%
  15. 15MDTMedtronic Plc
    % port
    2.6%
    +0.4pp vs prior Qnow 0.9%
  16. 16WFCWells Fargo & CO
    % port
    2.5%
    -0.8pp vs prior Qnow 2.3%
  17. 17METMetlife Inc
    % port
    2.4%
    now 2.6%
  18. 18LEALear Corp
    % port
    2.4%
    -0.1pp vs prior Qnow 2.7%
  19. 19NOVNov Inc
    % port
    2.2%
    +0.1pp vs prior Q
  20. 20DOXAmdocs Ltd
    % port
    2.0%
    +0.1pp vs prior Qnow 2.7%
  21. 21SWKSSkyworks Solutions Inc
    % port
    1.8%
    now 2.8%
  22. 22NOKNokia Corp-spon Adr
    % port
    1.5%
    +0.2pp vs prior Qnow 1.7%
  23. 23PVHPvh Corp
    % port
    1.4%
    -0.5pp vs prior Q
  24. 24FMSFresenius Medical Care-adr
    % port
    1.3%
    +0.2pp vs prior Qnow 1.1%
  25. 25TELTE Connectivity Plc
    % port
    1.2%
    now 0.4%
  26. 26AVTAvnet Inc
    % port
    1.2%
  27. 27EQHEquitable Holdings Inc
    % port
    1.1%
    -0.2pp vs prior Qnow 0.5%
  28. 28NWLNewell Brands Inc
    % port
    1.1%
    -0.6pp vs prior Qnow 0.5%
  29. 29BACBank OF America Corp
    % port
    0.9%
    -1.6pp vs prior Q
  30. 30SHELShell Plc-adr
    % port
    0.9%
    +0.2pp vs prior Q
  31. 31CRBGCorebridge Financial Inc
    % port
    0.9%
    +0.4pp vs prior Qnow 2.1%
  32. 32VOYAVoya Financial Inc
    % port
    0.9%
  33. 33(cusip)Credicorp Ltd
    % port
    0.7%
    now 1.0%
  34. 34DALDelta Air Lines Inc
    % port
    0.6%
    -0.4pp vs prior Q
  35. 35PFEPfizer Inc
    % port
    0.6%
  36. 36AAPAdvance Auto Parts Inc
    % port
    0.6%
    now 0.7%
  37. 37CIThe Cigna Group
    % port
    0.5%
  38. 38ZTOZto Express Cayman Inc-adr
    % port
    0.5%
  39. 39KSPIJsc Kaspi.kz Adr
    % port
    0.5%
    +0.1pp vs prior Qnow 0.6%
  40. 40MHKMohawk Industries Inc
    % port
    0.4%
  41. 41CNXCConcentrix Corp
    % port
    0.4%
    now 0.3%
  42. 42GLGlobe Life Inc
    % port
    0.4%
  43. 43CSCOCisco Systems Inc
    % port
    0.4%
  44. 44CNOCno Financial Group Inc
    % port
    0.4%
  45. 45PPGPpg Industries Inc
    % port
    0.4%
    now 2.6%
  46. 46SPBSpectrum Brands Holdings Inc
    % port
    0.3%
    now 0.6%
  47. 47MSMorgan Stanley
    % port
    0.3%
  48. 48OLNOlin Corp
    % port
    0.3%
    -0.1pp vs prior Qnow 0.4%
  49. 49ELVElevance Health Inc
    % port
    0.3%
  50. 50WBSWebster Financial Corp
    % port
    0.3%
    now 0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.