Richard Pzena Portfolio Holdings

Pzena Investment Management LLC

  • $27.8 Billion
  • Q1 2025

Pzena Investment Management LLC, under direction of Richard Pzena has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $27.8 Billion distributed in 178 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, Baxter International Inc with a value of $1.26B, Cvs Health Corp with a value of $1.2B, Dollar General Corp with a value of $1.12B, and Charter Communications, Inc. with a value of $1.03B.

Examining the 13F form we can see an decrease of $655M in the current position value, from $28.4B to 27.8B.

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

Portfolio value $27.8 Billion
Financial Services: $6.6 Billion
Healthcare: $6.17 Billion
Technology: $4.4 Billion
Consumer Cyclical: $2.75 Billion
Consumer Defensive: $2.56 Billion
Industrials: $1.8 Billion
Basic Materials: $1.25 Billion
Energy: $1.07 Billion
Other: $1.19 Billion

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $27.8 Billion
  • Prior Value $28.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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