Richard Pzena recent buys & sells (2026 Q2)
Pzena Investment Management
Pzena Investment Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $34.07B (+$3B)
- Previous value:
- $30.80B
- # of changes:
- 162
- New positions:
- 12
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 07 Aug 2026
Pzena Investment Management has disclosed a total of 162 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 71, bought 12 totally new, decreased the number of shares of 70 and completely sold out 9 position(s).
What stocks is Richard Pzena buying now?
In the recent quarter Richard Pzena has bought 83 securities out of which top 5 purchases (by % change to portfolio) are (BAX) Baxter International Inc (added shares +1.19%), (DG) Dollar General Corp (added shares +48.20%), (CTSH) Cognizant Technology Solutions Corp, CL-A (added shares +30.93%), (CRBG) Corebridge Financial Inc (added shares +24.94%) and (PPG) PPG Industries Inc (added shares +4.40%).
In the latest report(s) the following changes have been made to the top investments: (MGA) Magna International Inc (reduced shares -5.71%), (HUM) Humana Inc (reduced shares -19.52%), (BAX) Baxter International Inc (added shares +1.19%), (CVS) CVS Health Corp (reduced shares -14.55%) and (DG) Dollar General Corp (added shares +48.20%).
162 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Toast Inc
|
new
|
+10,945
|
10,945
|
+0%
|
$27.82
|
+13.41%($31.55)
|
0.00%
|
2026 Q2
|
~0.25 years
|
|
|
|
Workday Inc
|
new
|
+1,971,270
|
1,971,270
|
+0.71%
|
$122.42
|
+55.33%($190.16)
|
0.71%
|
2026 Q2
|
~0.25 years
|
|
|
|
Zebra Technologies Corp
|
new
|
+1,359
|
1,359
|
+0%
|
$263.26
|
+41.16%($371.63)
|
0.00%
|
2026 Q2
|
~0.25 years
|
|
|
|
Expedia Group Inc
|
new
|
+1,060
|
1,060
|
+0%
|
$255.88
|
+11.73%($285.90)
|
0.00%
|
2026 Q2
|
~0.25 years
|
|
|
|
GE Vernova LLC
|
new
|
+184
|
184
|
+0%
|
$1,174.86
|
-20.65%($932.25)
|
0.00%
|
2026 Q2
|
~0.25 years
|
|
|
|
Ke HoldingsInc
|
new
|
+8,877,643
|
8,877,643
|
+0.38%
|
$14.53
|
+24.19%($18.04)
|
0.38%
|
2026 Q2
|
~0.25 years
|
|
|
|
NVIDIA Corp
|
new
|
+1,445
|
1,445
|
+0%
|
$200.09
|
+7.83%($215.76)
|
0.00%
|
2026 Q2
|
~0.25 years
|
|
|
|
Oracle Corp
|
new
|
+2,076
|
2,076
|
+0%
|
$146.55
|
-11.90%($129.12)
|
0.00%
|
2026 Q2
|
~0.25 years
|
|
|
|
Qorvo Inc
|
new
|
+3,045
|
3,045
|
+0%
|
$93.27
|
+22.41%($114.17)
|
0.00%
|
2026 Q2
|
~0.25 years
|
|
|
|
Salesforce.com Inc
|
new
|
+1,502
|
1,502
|
+0%
|
$156.66
|
+53.20%($240.01)
|
0.00%
|
2026 Q2
|
~0.25 years
|
|
Insights | News
Insight
—
Consensus shift · 2026 Q2
Insight
—
Position exited · 2026 Q2
Insight
—
Position exited · 2026 Q2
Insight
* 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".