Pzena Investment Management LLC, under direction of Richard Pzena has filed its 13F form on February 09, 2024 for Q4 2023 where it was disclosed a total value porftolio of $26.4 Billion distributed in 222 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cognizant Technology Solutions Corp with a value of $1.31B, Dow Inc. with a value of $1.02B, Capital One Financial Corp with a value of $1.02B, Edison International with a value of $951M, and Baxter International Inc with a value of $938M.

Examining the 13F form we can see an increase of $3.21B in the current position value, from $23.2B to 26.4B.

Below you can find more details about Richard Pzena portfolio as well as his latest detailed transactions.

Portfolio value $26.4 Billion
Financial Services: $8.17 Billion
Technology: $4.36 Billion
Consumer Cyclical: $3.57 Billion
Healthcare: $3 Billion
Industrials: $1.93 Billion
Basic Materials: $1.41 Billion
Energy: $1.1 Billion
Consumer Defensive: $1.03 Billion
Other: $1.88 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
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Summary

  • Portfolio
  • No. of Stocks 222
  • Current Value $26.4 Billion
  • Prior Value $23.2 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 09, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 13 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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