Richard Pzena recent buys & sells (2025 Q4)
Pzena Investment Management
Pzena Investment Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $33.40B (+$2B)
- Previous value:
- $30.94B
- # of changes:
- 157
- New positions:
- 12
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 06 Feb 2026
Pzena Investment Management has disclosed a total of 157 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 50, bought 12 totally new, decreased the number of shares of 86 and completely sold out 9 position(s).
What stocks did Richard Pzena buy in 2025 Q4?
During 2025 Q4 Richard Pzena has bought 62 securities out of which top 5 purchases (by % change to portfolio) were (MGA) Magna International Inc (added shares +0.16%), (BAX) Baxter International Inc (added shares +22.06%), (UBS) UBS Group AG (added shares +0.09%), (HUM) Humana Inc (added shares +1.02%) and (DOX) Amdocs Ltd (added shares +82.57%).
What did Richard Pzena invest in during 2025 Q4?
In the 2025 Q4 report(s) the following changes have been made to the top investments: (MGA) Magna International Inc (added shares +0.16%), (CTSH) Cognizant Technology Solutions Corp, CL-A (reduced shares -0.46%), (DG) Dollar General Corp (reduced shares -8.57%), (BAX) Baxter International Inc (added shares +22.06%) and (C) Citigroup Inc (reduced shares -15.30%).
157 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Alphabet Inc, CL-A
|
new
|
+171,157
|
171,157
|
+0.16%
|
$313.00
|
+1.69%($318.30)
|
0.16%
|
2025 Q4
|
~0.25 years
|
|
|
|
Archer-Daniels-Midland Company
|
new
|
+4,842
|
4,842
|
+0%
|
$57.49
|
+38.73%($79.76)
|
0.00%
|
2025 Q4
|
~0.25 years
|
|
|
|
Cincinnati Financial Corp
|
new
|
+1,792
|
1,792
|
+0%
|
$163.32
|
+8.60%($177.37)
|
0.00%
|
2025 Q4
|
~0.25 years
|
|
|
|
Constellation Brands Inc, CL-A
|
new
|
+589,891
|
589,891
|
+0.24%
|
$137.96
|
-1.32%($136.14)
|
0.24%
|
2025 Q4
|
~0.25 years
|
|
|
|
Now Inc
|
new
|
+4,161,129
|
4,161,129
|
+0.17%
|
$13.25
|
+20.08%($15.91)
|
0.17%
|
2025 Q4
|
~0.25 years
|
|
|
|
DocuSign Inc
|
new
|
+4,510
|
4,510
|
+0%
|
$68.40
|
+23.11%($84.20)
|
0.00%
|
2025 Q4
|
~0.25 years
|
|
|
|
Hologic Inc
|
new
|
+4,109
|
4,109
|
+0%
|
$74.49
|
|
0.00%
|
2025 Q4
|
~0.25 years
|
|
|
|
Knight Transportation Inc
|
new
|
+1,265,317
|
1,265,317
|
+0.2%
|
$52.28
|
+16.10%($60.70)
|
0.20%
|
2025 Q4
|
~0.25 years
|
|
|
|
Takeda Pharmaceutical Co Ltd ADR
|
new
|
+20,627
|
20,627
|
+0%
|
$15.59
|
+30.89%($20.40)
|
0.00%
|
2025 Q4
|
~0.25 years
|
|
|
|
TOTALENERGIES SE
|
new
|
+20,693
|
20,693
|
+0%
|
$55.59
|
+68.88%($93.88)
|
0.00%
|
2025 Q4
|
~0.25 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".