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Richard Pzena
13F | |
| Pzena Investment Management LLC | |
| Last update 2023-03-08 | 181 Stocks (25 new) |
| Value $22.61 Bil | Turnover 6 % |
| Portfolio Report | |
Richard Pzena Investing Philosophy
Pzena's philosophy is based on ranking companies from the cheapest to the most expensive on the basis of how their current share price compares to their normal long-term earnings power. He purchases shares in good businesses that are selling at a low price. He understands that it is often unrealistic to expect such opportunities to be available absent some sort of problem which causes the price of the shares to drop. The question Pzena and his team try to answer is whether the issue that caused the drop in price is temporary or permanent.
Richard Pzena's Portfolio
Richard Pzena Current Holdings
| Ticker | | Company | Industry | Market Cap $Mil | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Industry | Market Cap $Mil | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % |
MGA | Magna International Inc | Vehicles & Parts | 14,348.06 | 4,096,785 | 230,157.38 | New Holding | 1.02 | +1.02% | 1.43 | -8.67% | -9.86% | |
FBIN | Fortune Brands Innovations Inc | Construction | 7,315.35 | 782,473 | 44,687.03 | New Holding | 0.20 | +0.20% | 0.61 | +0.76% | +0.26% | |
MBC | MasterBrand Inc | Furnishings, Fixtures & Appliances | 932.85 | 779,649 | 5,886.35 | New Holding | 0.03 | +0.03% | 0.61 | -4.22% | -3.84% | |
HSBC | HSBC Holdings PLC | Banks | 130,964.19 | 21,662 | 674.99 | New Holding | 0 | 0% | 0 | +10.63% | +9.85% | |
LH | Laboratory Corp of America Holdings | Medical Diagnostics & Research | 19,329.28 | 1,779 | 418.92 | New Holding | 0 | 0% | 0 | -5.40% | -6.94% | |
HLI | Houlihan Lokey Inc | Capital Markets | 6,167.07 | 2,561 | 223.22 | New Holding | 0 | 0% | 0 | +1.30% | +3.61% | |
ING | ING Groep NV | Banks | 40,824.53 | 63,834 | 776.86 | New Holding | 0 | 0% | 0 | -7.11% | -6.50% | |
DVA | DaVita Inc | Healthcare Providers & Services | 6,881.25 | 2,298 | 171.59 | New Holding | 0 | 0% | 0 | +3.20% | +1.94% | |
MKL | Markel Corp | Insurance | 16,303.80 | 225 | 296.44 | New Holding | 0 | 0% | 0 | -7.01% | -7.71% | |
EBAY | eBay Inc | Retail - Cyclical | 22,903.31 | 6,207 | 257.40 | New Holding | 0 | 0% | 0 | +6.82% | +3.47% | |
HMC | Honda Motor Co Ltd | Vehicles & Parts | 43,047.76 | 6,511 | 148.84 | New Holding | 0 | 0% | 0 | +11.16% | +12.42% | |
CS | Credit Suisse Group AG | Banks | 3,394.20 | 37,862 | 115.10 | New Holding | 0 | 0% | 0 | -72.22% | -71.67% | |
HALO | Halozyme Therapeutics Inc | Biotechnology | 4,668.80 | 14,507 | 825.45 | New Holding | 0 | 0% | 0.01 | -40.01% | -39.38% | |
ICLR | Icon PLC | Medical Diagnostics & Research | 16,894.71 | 2,077 | 403.46 | New Holding | 0 | 0% | 0 | +6.10% | +6.42% | |
INGR | Ingredion Inc | Consumer Packaged Goods | 6,607.34 | 8,378 | 820.46 | New Holding | 0 | 0% | 0.01 | +2.04% | +2.30% | |
MT | ArcelorMittal SA | Steel | 22,562.29 | 25,891 | 678.86 | New Holding | 0 | 0% | 0 | +5.25% | +7.02% | |
BG | Bunge Ltd | Consumer Packaged Goods | 14,082.58 | 5,774 | 576.07 | New Holding | 0 | 0% | 0 | -4.45% | -5.23% | |
NVR | NVR Inc | Homebuilding & Construction | 17,578.83 | 63 | 290.59 | New Holding | 0 | 0% | 0 | +16.53% | +17.35% | |
NWG | NatWest Group PLC | Banks | 30,935.44 | 58,431 | 377.46 | New Holding | 0 | 0% | 0 | +2.93% | +3.25% | |
TRV | The Travelers Companies Inc | Insurance | 38,274.67 | 4,354 | 816.33 | New Holding | 0 | 0% | 0 | -12.48% | -11.55% |
Total 201
