Richard Pzena

Pzena Investment Management

Richard "Rich" Pzena is a prominent American investment manager, recognized as the founder and chief investment officer of Pzena Investment Management. Based in New York, Pzena has established a reputation for his deep value investment philosophy, focusing on undervalued companies with strong fundamentals. Under his leadership, Pzena Investment Management has grown to manage approximately $80 billion in assets, catering to a diverse client base including institutions and high-net-worth individuals. Pzena Investment Management specializes in deep value investing, employing a disciplined approach that seeks to identify mispriced securities. The firm operates from its headquarters in New York City, with additional offices in London, Melbourne, and Dublin. This global presence allows Pzena to leverage insights across various markets while adhering to its core investment strategy that emphasizes long-term value. Recent disclosures from Pzena Investment Management, covering the period from February 6, 2026, to April 24, 2026, reveal a series of strategic moves including 85 position increases and 92 reductions, with a notable focus on the financial services and technology sectors. The largest disclosed move involved trimming a position in Dollar General Corporation (DG) valued at approximately $598.6 million, highlighting the firm's active management style and response to market conditions.

History Trades

CompanyValueActionChangePriceLast Price
WSFS Financial Corporation - Common StockWSFS$5.5MAddQ3 2025 13F$5M--$78.96
Cisco Systems IncCSCO$-5.3MTrimQ3 2025 13F$5M$68.16$111.10
Teleflex IncTFX$5.3MAddQ3 2025 13F$5M$121.20$131.16
CBRE Group IncCBRE$5.2MAddQ3 2025 13F$5M$157.56$138.39
Koppers Holdings Inc.KOP$-5.1MTrimQ3 2025 13F$5M$30.78$50.40
Healthcare Realty Trust IncorporatedHR$4.8MAddQ3 2025 13F$5M--$21.47
HCA Healthcare IncHCA$4.8MAddQ3 2025 13F$5M$387.59$370.37
FMC CorpFMC$-4.2MTrimQ3 2025 13F$4M--$11.69
Exxon Mobil Corp (2)XOM$75M661.8k sharesAddQ3 2025 13F$4M$111.17$154.45
Regions Financial CorpRF$3.8MAddQ3 2025 13F$4M$25.97$30.82
Comerica IncorporatedCMA$3.7MAddQ3 2025 13F$4M$67.32$88.67
KORN FERRYKFY$-3.2MTrimQ3 2025 13F$3M$72.94$78.82
USANA Health Sciences, Inc.USNA$-3.2MTrimQ3 2025 13F$3M$30.77$22.12
Fifth Third BancorpFITB$3.0MAddQ3 2025 13F$3M$44.55$57.53
WESCO International, Inc. (WCC)WCC$2.7MAddQ3 2025 13F$3M$210.00$330.66
Arrow Electronics IncARW$-2.6MTrimQ3 2025 13F$3M$125.79$218.79
Richard Pzena (Pzena Investment Management) trim Unmapped 13F securityPORTFOLIO$34M374.2k sharesTrimQ3 2025 13F$3M$89.70--
MRC Global Inc.MRC$2.6MAddQ3 2025 13F$3M$14.24$13.78
Dana IncorporatedDAN$-2.5MTrimQ3 2025 13F$2M$18.55$27.58
Helen of Troy LimitedHELE$-2.5MTrimQ3 2025 13F$2M--$28.22
Haverty Furniture Companies, Inc.HVT$2.4MAddQ3 2025 13F$2M--$25.07
Myers Industries, Inc.MYE$2.4MOtherQ3 2025 13F$2M$15.88$31.12
Taiwan Semiconductor Manufacturing Co LtdTSM$2.2MAddQ3 2025 13F$2M$244.54$424.61
KeyCorpKEY$2.2MAddQ3 2025 13F$2M$18.51$22.72
Malibu Boats, Inc.MBUU$2.2MAddQ3 2025 13F$2M--$27.20
Richard Pzena (Pzena Investment Management) add Unmapped 13F securityPORTFOLIO$69M2.2M sharesAddQ3 2025 13F$2M$31.26--
American International Group IncAIG$-2.1MTrimQ3 2025 13F$2M$79.92$80.13
Richard Pzena (Pzena Investment Management) add Unmapped 13F securityPORTFOLIO$101M2.5M sharesAddQ3 2025 13F$2M$39.55--
Bread Financial Holdings, Inc.BFH$-1.9MTrimQ3 2025 13F$2M$61.72$102.27
Westinghouse Air Brake Technologies CorpWAB$-1.8MTrimQ3 2025 13F$2M$197.36$297.18
MSC Industrial Direct Co., Inc.MSM$1.7MAddQ3 2025 13F$2M$89.20$126.98
Shinhan Financial Group Co Ltd American Depositary SharesSHG$1.6MAddQ3 2025 13F$2M--$71.93
Genpact LtdG$-1.6MTrimQ3 2025 13F$2M$43.96$30.37
Associated Banc-CorpASB$1.4MAddQ3 2025 13F$1M--$30.97
Alibaba Group Holding LtdBABA$7M41.4k sharesAddQ3 2025 13F$1M$131.03$120.46
TrueBlue, Inc.TBI$-1.2MTrimQ3 2025 13F$1M$6.33$7.79
Joint Stock Company Kaspi.kzKSPI$-1.2MTrimQ3 2025 13F$1M$87.58$89.08
Envista Holdings Corporation Common StockNVST$1.1MAddQ3 2025 13F$1M$20.37$26.17
Richard Pzena (Pzena Investment Management) add Unmapped 13F securityPORTFOLIO$4M2M sharesAddQ3 2025 13F$1M$2.11--
LKQ CorporationLKQ$-1.1MTrimQ3 2025 13F$1M$32.85$24.82
DiamondRock Hospitality CompanyDRH$1.0MAddQ3 2025 13F$1M--$12.75
Fidelity National FinancialFNF$986.4KAddQ3 2025 13F$986k$58.09$50.20
ManpowerGroup IncMAN$-877.8KTrimQ3 2025 13F$878k$41.23$51.76
ScanSource, Inc.SCSC$808.0KAddQ3 2025 13F$808k$42.57$53.88
KB Financial Group IncKB$-490.8KTrimQ3 2025 13F$491k--$120.25
Richard Pzena (Pzena Investment Management) exit Unmapped 13F securityPORTFOLIO$-342.6KExitQ3 2025 13F$343k----
Richard Pzena (Pzena Investment Management) trim Unmapped 13F securityPORTFOLIO$19M631.3k sharesTrimQ3 2025 13F$339k$29.35--
ICICI Bank LimitedIBN$-335.6KExitQ3 2025 13F$336k$32.65$30.06
Richard Pzena (Pzena Investment Management) add Unmapped 13F securityPORTFOLIO$3M285.9k sharesAddQ3 2025 13F$329k$10.86--
Applied Materials, Inc. - Common StockAMAT$301.6KOtherQ3 2025 13F$302k$181.44$525.70
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