Richard Pzena

Richard Pzena

13F
Pzena Investment Management LLC
Last update 2024-05-03 160 Stocks (8 new)
Value $29.13 Bil Turnover 11 %
Countries:
Portfolio Report

Richard Pzena Profile

Richard Pzena is the founder and Co-Chief Investment Officer of Pzena Investment Management, LLC. Pzena started the firm in 1995. He earned a BS summa cum laude from the Wharton School in 1979 and an MBA from the University of Pennsylvania in 1980.

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

Add To Portfolio
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HUM
Humana Inc
362,972
125849.65
+36,975.79%
0.43
+0.43%
0.3
+3.99%
-21.59%
43151.276
Healthcare Plans
DG
Dollar General Corp
1,933,475
301738.11
New Holding
1.04
+1.04%
0.88
-21.31%
-8.05%
27293.33
Retail - Defensive
CHRW
C.H. Robinson Worldwide Inc
873,048
66473.88
New Holding
0.23
+0.23%
0.75
+13.07%
-0.61%
9896.847
Transportation
SHYF
The Shyft Group Inc
327,733
4070.44
New Holding
0.01
+0.01%
0.95
+16.31%
+1.35%
423.489
Farm & Heavy Construction Machinery
ALB
Albemarle Corp
1,523
200.64
New Holding
0
0%
0
-13.48%
-24.67%
12719.995
Chemicals
DOCU
DocuSign Inc
5,573
331.87
New Holding
0
0%
0
-13.85%
-13.91%
10477.382
Software
HLI
Houlihan Lokey Inc
1,899
243.43
New Holding
0
0%
0
+2.88%
+7.58%
8786.939
Capital Markets
INTC
Intel Corp
10,705
472.84
New Holding
0
0%
0
-29.20%
-38.91%
129664.334
Semiconductors
KHC
The Kraft Heinz Co
8,494
313.43
New Holding
0
0%
0
-4.59%
-9.89%
39513.266
Consumer Packaged Goods
CVS
CVS Health Corp
5,553,457
442943.74
+573.76%
1.52
+1.29%
0.44
-17.88%
-21.21%
76615.413
Healthcare Plans
ZTO
ZTO Express (Cayman) Inc
5,889,745
123331.26
+437.89%
0.42
+0.34%
0.73
+6.98%
+8.94%
18125.875
Transportation
CNXC
Concentrix Corp
1,013,208
67094.63
+246.29%
0.23
+0.16%
1.54
-6.72%
-39.65%
3877.026
Software
PFE
Pfizer Inc
7,670,445
212854.85
+181.64%
0.73
+0.47%
0.14
-0.45%
-0.95%
156681.296
Drug Manufacturers
BMY
Bristol-Myers Squibb Co
12,293,913
666698.91
+119.82%
2.29
+1.25%
0.61
-20.34%
-17.31%
84084.111
Drug Manufacturers
CHTR
Charter Communications Inc
2,848,459
827847.63
+96.52%
2.84
+1.39%
1.98
-8.13%
-29.47%
39488.704
Telecommunication Services
TSN
Tyson Foods Inc
10,550,056
619604.79
+79.19%
2.13
+0.94%
2.96
-2.85%
+1.91%
19175.502
Consumer Packaged Goods
CSCO
Cisco Systems Inc
1,038,547
51833.88
+77.97%
0.18
+0.08%
0.03
-8.36%
-8.39%
183391.649
Hardware
VALE
Vale SA
229,345
2795.72
+73.10%
0.01
0%
0.01
-7.78%
-25.43%
48737.025
Metals & Mining
RHI
Robert Half Inc
507,371
40224.37
+68.85%
0.14
+0.06%
0.48
-19.38%
-25.72%
6741.923
Business Services
VREX
Varex Imaging Corp
1,815,759
32865.24
+68.67%
0.11
+0.04%
4.47
-9.48%
-23.61%
639.807
Medical Devices & Instruments
100/Page
Total 174

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