RP
Richard Pzena (Pzena Investment Management) disclosed reduced in DOLLAR GEN CORP
Richard Pzena (Pzena Investment Management) filed a 13F change in DOLLAR GEN CORP (256677105) on 2026-04-24, covering period end 2026-03-31.
Action
Reduced
Capital
$818,945,043 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
166 changes from Richard Pzena (Pzena Investment Management), filed 2026-04-24 for period end 2026-03-31.
$30.8B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
256677105 DOLLAR GEN CORP | Reduced | -$598.6M | $818.9M | 1.94% |
14040H105 CAPITAL ONE FINL CORP | Reduced | -$381.3M | $835.6M | 1.24% |
172967424 CITIGROUP INC | Reduced | -$311.5M | $927.2M | 1.01% |
H42097107 UBS GROUP AG | Reduced | -$284.8M | $815.7M | 0.92% |
71813109 BAXTER INTL INC | Reduced | -$254.5M | $1.1B | 0.83% |
126650100 CVS HEALTH CORP | Reduced | -$247.4M | $989.2M | 0.80% |
78467J100 SS&C TECH HLDGS | Reduced | -$246.2M | $655.4M | 0.80% |
949746101 WELLS FARGO & CO | Reduced | -$231.8M | $698.4M | 0.75% |
192446102 COGNIZANT TECHNOLOGY SOLUTIO | Reduced | -$220.1M | $1.2B | 0.71% |
902494103 TYSON FOODS INC | Increased | $201.7M | $1.1B | 0.65% |
559222401 MAGNA INTL INC | Reduced | -$162.4M | $2.0B | 0.53% |
48268K101 KT CORP | New | $153.9M | $153.9M | 0.50% |
260557103 DOW HLDGS INC | Increased | $143.3M | $789.2M | 0.47% |
G02602103 AMDOCS LTD | Reduced | -$141.5M | $827.6M | 0.46% |
59156R108 METLIFE INC | Reduced | -$138.7M | $799.4M | 0.45% |
L44385109 GLOBANT S A | New | $136.9M | $136.9M | 0.44% |
12514G108 CDW CORP | New | $135.0M | $135.0M | 0.44% |
G1151C101 ACCENTURE PLC IRELAND | Increased | $126.2M | $477.0M | 0.41% |
913903100 UNIVERSAL HLTH SVCS INC | Reduced | -$118.4M | $342.2M | 0.38% |
37940X102 GLOBAL PMTS INC | Reduced | -$101.4M | $781.7M | 0.33% |
444859102 HUMANA INC | Reduced | -$94.4M | $948.6M | 0.31% |
N5505D105 MAGNUM ICE CREAM CO NV | New | $89.4M | $89.4M | 0.29% |
654902204 NOKIA CORP | Reduced | -$84.9M | $509.9M | 0.28% |
947890109 WEBSTER FINL CORP | Reduced | -$75.6M | $28.4M | 0.25% |
693506107 PPG INDS INC | Increased | $72.0M | $799.3M | 0.23% |
00751Y106 ADVANCE AUTO PARTS INC | Increased | $70.7M | $226.9M | 0.23% |
110122108 BRISTOL-MYERS SQUIBB CO | Increased | $69.0M | $1.0B | 0.22% |
21871X109 COREBRIDGE FINL INC | Reduced | -$67.7M | $645.3M | 0.22% |
83088M102 SKYWORKS SOLUTIONS INC | Increased | $61.9M | $862.6M | 0.20% |
369550108 GENERAL DYNAMICS CORP | Reduced | -$61.9M | $36.9M | 0.20% |
G87052109 TE CONNECTIVITY PLC | Reduced | -$58.5M | $126.2M | 0.19% |
780259305 SHELL PLC | Increased | $56.5M | $297.3M | 0.18% |
501889208 LKQ CORP | Increased | $50.7M | $183.1M | 0.16% |
62955J103 NOV INC | Increased | $47.0M | $706.0M | 0.15% |
60505104 BANK AMERICA CORP | Reduced | -$43.3M | $313.1M | 0.14% |
20602D101 CONCENTRIX CORP | Reduced | -$41.2M | $80.5M | 0.13% |
2.9452E+105 EQUITABLE HLDGS INC | Reduced | -$40.4M | $165.7M | 0.13% |
680665205 OLIN CORP | Increased | $37.9M | $131.8M | 0.12% |
521865204 LEAR CORP | Reduced | -$37.4M | $818.3M | 0.12% |
879369106 TELEFLEX INCORPORATED | Increased | $37.3M | $83.6M | 0.12% |
566324109 MARCUS & MILLICHAP INC | Increased | $36.8M | $53.5M | 0.12% |
G5960L103 MEDTRONIC PLC | Reduced | -$35.6M | $273.6M | 0.12% |
200340107 COMERICA INC | Sold out | -$32.5M | $0 | 0.11% |
770323103 ROBERT HALF INC. | Increased | $32.2M | $151.6M | 0.10% |
316773100 FIFTH THIRD BANCORP | Increased | $32.1M | $76.0M | 0.10% |
84790A105 SPECTRUM BRANDS HOLDINGS INC | Increased | $30.4M | $172.3M | 0.10% |
98980A105 ZTO EXPRESS CAYMAN INC | Increased | $29.4M | $187.8M | 0.10% |
600544100 MILLERKNOLL INC | New | $28.9M | $28.9M | 0.09% |
30231G102 EXXON MOBIL CORP | Increased | $25.2M | $104.7M | 0.08% |
16119P108 CHARTER COMMUNICATIONS INC N | Sold out | -$24.8M | $0 | 0.08% |
651229106 NEWELL BRANDS INC | Reduced | -$22.1M | $164.0M | 0.07% |
252784301 DIAMONDROCK HOSPITALITY CO | Reduced | -$21.1M | $26.6M | 0.07% |
447011107 HUNTSMAN CORP | Increased | $20.4M | $77.4M | 0.07% |
247361702 DELTA AIR LINES INC | Reduced | -$20.4M | $186.7M | 0.07% |
929089100 VOYA FINANCIAL INC | Reduced | -$19.2M | $250.9M | 0.06% |
896215209 TRIMAS CORP | Reduced | -$18.7M | $356,633 | 0.06% |
67011P100 DNOW INC | Reduced | -$18.3M | $36.9M | 0.06% |
608190104 MOHAWK INDS INC | Reduced | -$16.2M | $113.5M | 0.05% |
50060P106 KOPPERS HOLDINGS INC | Increased | $14.2M | $46.8M | 0.05% |
372460105 GENUINE PARTS CO | Reduced | -$13.9M | $60.7M | 0.05% |
H00501108 AEBI SCHMIDT HLDG AG | Reduced | -$13.9M | $39.9M | 0.04% |
929740108 WABTEC | Increased | $13.7M | $91.9M | 0.04% |
48581R205 KASPI KZ JSC | Reduced | -$13.5M | $197.9M | 0.04% |
693656100 PVH CORPORATION | Reduced | -$12.7M | $402.4M | 0.04% |
53807103 AVNET INC | Increased | $12.4M | $350.8M | 0.04% |
358029106 FRESENIUS MEDICAL CARE AG | Reduced | -$11.8M | $339.6M | 0.04% |
36752103 ELEVANCE HEALTH INC FORMERLY | Reduced | -$11.4M | $64.5M | 0.04% |
46625H100 JPMORGAN CHASE & CO | Reduced | -$11.1M | $99.2M | 0.04% |
G0457F107 ARCOS DORADOS HLDGS INC | Increased | $11.1M | $88.6M | 0.04% |
38141G104 GOLDMAN SACHS GROUP INC | Sold out | -$10.7M | $0 | 0.03% |
57638P104 MASTERBRAND INC | Reduced | -$10.1M | $31.7M | 0.03% |
29415F104 ENVISTA HOLDINGS CORPORATION | Reduced | -$9.8M | $40.7M | 0.03% |
G4388N106 HELEN OF TROY LTD | Reduced | -$9.2M | $11.0M | 0.03% |
957100 ABM INDS INC | Increased | $9.1M | $58.7M | 0.03% |
929328102 WSFS FINL CORP | Increased | $9.1M | $57.5M | 0.03% |
8.7612E+110 TARGET CORP | Increased | $8.7M | $45.3M | 0.03% |
21036P108 CONSTELLATION BRANDS INC | Increased | $8.0M | $89.4M | 0.03% |
302491303 FMC CORP | Sold out | -$7.9M | $0 | 0.03% |
406216101 HALLIBURTON CO | Increased | $7.8M | $158.6M | 0.03% |
40415F101 HDFC BANK LTD | Increased | $7.2M | $37.8M | 0.02% |
42735100 ARROW ELECTRS INC | Increased | $7.0M | $30.3M | 0.02% |
G3922B107 GENPACT LIMITED | Reduced | -$7.0M | $27.3M | 0.02% |
974637100 WINNEBAGO INDS INC | Reduced | -$6.9M | $30.8M | 0.02% |
12504L109 CBRE GROUP INC | Reduced | -$6.7M | $40.9M | 0.02% |
824596100 SHINHAN FINANCIAL GROUP CO L | Reduced | -$6.5M | $42.4M | 0.02% |
499049104 KNIGHT-SWIFT TRANSN HLDGS IN | Increased | $6.4M | $72.5M | 0.02% |
3.7959E+106 GLOBE LIFE INC | Increased | $6.3M | $142.8M | 0.02% |
17275R102 CISCO SYS INC | Reduced | -$6.0M | $101.5M | 0.02% |
G8060N102 SENSATA TECHNOLOGIES HLDG PL | Increased | $5.8M | $122.6M | 0.02% |
83444M101 SOLVENTUM CORP | Reduced | -$5.8M | $28.7M | 0.02% |
L72967109 ORION S.A. | Increased | $5.7M | $29.9M | 0.02% |
525327102 LEIDOS HOLDINGS INC | Reduced | -$5.5M | $38.6M | 0.02% |
617446448 MORGAN STANLEY | Reduced | -$5.4M | $78.4M | 0.02% |
197236102 COLUMBIA BKG SYS INC | Increased | $5.3M | $55.8M | 0.02% |
45487105 ASSOCIATED BANC-CORP | Increased | $4.8M | $49.7M | 0.02% |
56117J100 MALIBU BOATS INC | Reduced | -$4.6M | $44.0M | 0.01% |
02079K305 ALPHABET INC | Reduced | -$4.4M | $49.2M | 0.01% |
92214X106 VAREX IMAGING CORP | Reduced | -$4.1M | $42.4M | 0.01% |
717081103 PFIZER INC | Increased | $3.9M | $166.4M | 0.01% |
26874784 AMERICAN INTL GROUP INC | Reduced | -$3.8M | $33.8M | 0.01% |
553530106 MSC INDL DIRECT INC | Increased | $3.6M | $41.0M | 0.01% |
30506109 AMERICAN WOODMARK CORP | Increased | $3.5M | $65.5M | 0.01% |
680033107 OLD NATL BANCORP IND | Increased | $3.4M | $59.5M | 0.01% |
95082P105 WESCO INTL INC | Increased | $3.3M | $31.1M | 0.01% |
419596101 HAVERTY FURNITURE COS INC | Reduced | -$3.1M | $30.9M | 0.01% |
1.2621E+107 CNO FINL GROUP INC | Reduced | -$3.1M | $101.5M | 0.01% |
G0084W101 ADIENT PLC | Increased | $3.0M | $73.5M | 0.01% |
90328M107 USANA HEALTH SCIENCES INC | Reduced | -$2.9M | $19.4M | 0.01% |
02319V103 AMBEV SA | Increased | $2.9M | $13.8M | 0.01% |
628464109 MYERS INDS INC | Increased | $2.8M | $27.2M | 0.01% |
125523100 THE CIGNA GROUP | Reduced | -$2.8M | $154.3M | 0.01% |
G2519Y108 CREDICORP LTD | Increased | $2.6M | $309.4M | 0.01% |
40412C101 HCA HEALTHCARE INC | Reduced | -$2.5M | $44.6M | 0.01% |
25960R105 DOUGLAS DYNAMICS INC | Reduced | -$2.4M | $67.1M | 0.01% |
806037107 SCANSOURCE INC | Reduced | -$2.3M | $33.2M | 0.01% |
71654V101 PETROLEO BRASILEIRO S A | Increased | $2.3M | $3.7M | 0.01% |
439038100 HOOKER FURNISHINGS CORPORATI | Increased | $2.1M | $17.8M | 0.01% |
500643200 KORN FERRY | Reduced | -$2.1M | $50.2M | 0.01% |
56752108 BAIDU INC | Reduced | -$1.9M | $5.4M | 0.01% |
89785X101 TRUEBLUE INC | Reduced | -$1.8M | $11.2M | 0.01% |
7591EP100 REGIONS FINANCIAL CORP NEW | Reduced | -$1.8M | $48.1M | 0.01% |
76118Y104 RESIDEO TECHNOLOGIES INC | Reduced | -$1.8M | $46.4M | 0.01% |
806407102 SCHEIN HENRY INC | Reduced | -$1.7M | $65.4M | 0.01% |
874039100 TAIWAN SEMICONDUCTOR MANUFAC | Reduced | -$1.6M | $6.4M | 0.01% |
254687106 DISNEY WALT CO | Reduced | -$1.6M | $8.7M | 0.01% |
18581108 BREAD FINANCIAL HOLDINGS INC | Reduced | -$1.4M | $46.0M | 0.00% |
478160104 JOHNSON & JOHNSON | Reduced | -$1.0M | $49.9M | 0.00% |
29446M102 EQUINOR ASA | Increased | $1.0M | $1.7M | 0.00% |
915271100 UNIVEST FINANCIAL CORPORATIO | Increased | $828,347 | $28.9M | 0.00% |
6.738E+207 BARCLAYS PLC | Reduced | -$765,337 | $378,519 | 0.00% |
9.1912E+109 VALE S A | Increased | $751,814 | $3.0M | 0.00% |
493267108 KEYCORP | Reduced | -$682,859 | $33.3M | 0.00% |
F92124100 TOTALENERGIES SE | Increased | $640,457 | $1.8M | 0.00% |
03938L203 ARCELORMITTAL SA LUXEMBOURG | Reduced | -$614,154 | $956,894 | 0.00% |
371532102 GENESCO INC | Increased | $519,722 | $31.3M | 0.00% |
204409601 CIA ENERGETICA DE MINAS GERA | Increased | $421,506 | $2.6M | 0.00% |
37733W204 GSK PLC | Increased | $379,544 | $1.0M | 0.00% |
80105N105 SANOFI SA | Increased | $350,294 | $919,636 | 0.00% |
172062101 CINCINNATI FINL CORP | Sold out | -$292,669 | $0 | 0.00% |
594918104 MICROSOFT CORP | New | $282,070 | $282,070 | 0.00% |
39483102 ARCHER DANIELS MIDLAND CO | Sold out | -$278,367 | $0 | 0.00% |
458140100 INTEL CORP | Sold out | -$277,304 | $0 | 0.00% |
465562106 ITAU UNIBANCO HLDG S A | Increased | $274,692 | $1.9M | 0.00% |
48241A105 KB FINL GROUP INC | Increased | $260,425 | $1.9M | 0.00% |
52769106 AUTODESK INC | New | $243,709 | $243,709 | 0.00% |
461202103 INTUIT | New | $242,133 | $242,133 | 0.00% |
872657101 TPG INC | Sold out | -$216,162 | $0 | 0.00% |
872590104 T-MOBILE US INC | New | $204,779 | $204,779 | 0.00% |
874060205 TAKEDA PHARMACEUTICAL CO LTD | Increased | $203,656 | $525,231 | 0.00% |
404280406 HSBC HLDGS PLC | Increased | $173,660 | $2.0M | 0.00% |
456837103 ING GROEP N.V. | Increased | $171,242 | $2.1M | 0.00% |
01609W102 ALIBABA GROUP HLDG LTD | Reduced | -$161,192 | $3.6M | 0.00% |
500472303 KONINKLIJKE PHILIPS N V | Increased | $139,890 | $1.1M | 0.00% |
56418H100 MANPOWERGROUP INC WIS | Reduced | -$94,802 | $10.3M | 0.00% |
256163106 DOCUSIGN INC | Reduced | -$94,665 | $213,819 | 0.00% |
86562M209 SUMITOMO MITSUI FIN GRP INC | Increased | $92,433 | $642,814 | 0.00% |
42226K105 HEALTHCARE RLTY TR | Increased | $82,932 | $37.8M | 0.00% |
913456109 UNIVERSAL CORP VA MTNS BK EN | Increased | $79,003 | $17.4M | 0.00% |
688239201 OSHKOSH CORP | Increased | $77,786 | $64.6M | 0.00% |
58933Y105 MERCK & CO INC | Reduced | -$47,836 | $302,048 | 0.00% |
00724F101 ADOBE INC | Reduced | -$47,431 | $245,511 | 0.00% |
172755100 CIRRUS LOGIC INC | Increased | $42,420 | $305,727 | 0.00% |
40637H109 HALOZYME THERAPEUTICS INC | Reduced | -$26,222 | $261,687 | 0.00% |
369604301 GE AEROSPACE | Reduced | -$17,855 | $208,855 | 0.00% |
436440101 HOLOGIC INC | Reduced | -$6,440 | $299,639 | 0.00% |
416515104 HARTFORD INSURANCE GROUP INC | Reduced | -$5,467 | $287,634 | 0.00% |