Richard Pzena recent buys & sells (2025 Q3)
Pzena Investment Management
Pzena Investment Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $30.94B (+$190M)
- Previous value:
- $30.75B
- # of changes:
- 151
- New positions:
- 8
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 07 Nov 2025
Pzena Investment Management has disclosed a total of 151 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 67, bought 8 totally new, decreased the number of shares of 70 and completely sold out 6 position(s).
What stocks did Richard Pzena buy in 2025 Q3?
During 2025 Q3 Richard Pzena has bought 75 securities out of which top 5 purchases (by % change to portfolio) were (BAX) Baxter International Inc (added shares +45.89%), (CTSH) Cognizant Technology Solutions Corp, CL-A (added shares +1.49%), (SWKS) Skyworks Solutions Inc (added shares +0.53%), (MET) MetLife Inc (added shares +5.77%) and (TSN) Tyson Foods Inc (added shares +0.88%).
In the 2025 Q3 report(s) the following changes have been made to the top investments: (MGA) Magna International Inc (reduced shares -1.47%), (BAX) Baxter International Inc (added shares +45.89%), (C) Citigroup Inc (reduced shares -7.68%), (DG) Dollar General Corp (reduced shares -1.45%) and (CVS) CVS Health Corp (reduced shares -5.39%).
151 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Accenture plc
|
new
|
+337,930
|
337,930
|
+0.27%
|
$246.60
|
-1.05%($244.00)
|
0.27%
|
2025 Q3
|
~0.25 years
|
|
|
|
AEBI SCHMIDT HOLDING AG
|
new
|
+4,578,822
|
4,578,822
|
+0.18%
|
$12.47
|
-10.38%($11.18)
|
0.18%
|
2025 Q3
|
~0.25 years
|
|
|
|
Applied Materials Inc
|
new
|
+1,473
|
1,473
|
+0%
|
$204.74
|
+90.85%($390.74)
|
0.00%
|
2025 Q3
|
~0.25 years
|
|
|
|
GE Aerospace
|
new
|
+736
|
736
|
+0%
|
$300.82
|
-4.81%($286.34)
|
0.00%
|
2025 Q3
|
~0.25 years
|
|
|
|
Halozyme Therapeutics Inc
|
new
|
+4,107
|
4,107
|
+0%
|
$73.34
|
+72.68%($126.64)
|
0.00%
|
2025 Q3
|
~0.25 years
|
|
|
|
Myers Industries Inc
|
new
|
+142,563
|
142,563
|
+0.01%
|
$16.94
|
+89.76%($32.14)
|
0.01%
|
2025 Q3
|
~0.25 years
|
|
|
|
Sensata Technologies Holding NV
|
new
|
+730,498
|
730,498
|
+0.07%
|
$30.55
|
+34.14%($40.98)
|
0.07%
|
2025 Q3
|
~0.25 years
|
|
|
|
Solventum Corp
|
new
|
+434,264
|
434,264
|
+0.1%
|
$73.00
|
+18.34%($86.39)
|
0.10%
|
2025 Q3
|
~0.25 years
|
|
|
|
Universal Health Services Inc
|
+310.23%
|
+1,215,286
|
1,607,029
|
+0.8%
|
$204.44
|
-9.13%($185.77)
|
1.06%
|
2023 Q4
|
~2.00 years
|
|
|
|
ARCOS DORADOS HOLDINGS INC-A
|
+74.90%
|
+4,893,812
|
11,427,294
|
+0.11%
|
$6.75
|
+5.56%($7.12)
|
0.25%
|
2025 Q2
|
~0.50 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".