Richard Pzena recent buys & sells (2026 Q3)
Pzena Investment Management
Pzena Investment Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $34.10B (+$32M)
- Previous value:
- $34.07B
- # of changes:
- 163
- New positions:
- 10
- Reported for:
- 30 Sep 2026 (Q3)
- Latest filing date:
- 30 Oct 2026
Pzena Investment Management has disclosed a total of 163 changes to the portfolio in the latest (2026 Q3) SEC report(s): increased the number of shares of 51, bought 10 totally new, decreased the number of shares of 90 and completely sold out 12 position(s).
What stocks is Richard Pzena buying now?
In the recent quarter Richard Pzena has bought 61 securities out of which top 5 purchases (by % change to portfolio) are (CRBG) Corebridge Financial Inc (added shares +0.24%), (ACN) Accenture plc (added shares +17.75%), (SSNC) SS&C Technologies Holdings Inc (added shares +18.64%), (TSN) Tyson Foods Inc (added shares +4.42%) and (DOX) Amdocs Ltd (added shares +3.36%).
In the latest report(s) the following changes have been made to the top investments: (MGA) Magna International Inc (reduced shares -11.09%), (BAX) Baxter International Inc (reduced shares -4.40%), (CTSH) Cognizant Technology Solutions Corp, CL-A (reduced shares -6.46%), (HUM) Humana Inc (reduced shares -17.12%) and (SWKS) Skyworks Solutions Inc (reduced shares -13.79%).
163 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Regeneron Pharmaceuticals Inc
|
new
|
+409
|
409
|
+0%
|
$758.27
|
+19.62%($907.05)
|
0.00%
|
2026 Q3
|
~0.25 years
|
|
|
|
Sanmina Corp
|
new
|
+1,516
|
1,516
|
+0%
|
$214.91
|
-24.63%($161.98)
|
0.00%
|
2026 Q3
|
~0.25 years
|
|
|
|
Southwest Gas Holdings Inc
|
new
|
+2,828
|
2,828
|
+0%
|
$81.54
|
+14.81%($93.62)
|
0.00%
|
2026 Q3
|
~0.25 years
|
|
|
|
ADI Global Distribution Inc
|
new
|
+810,268
|
810,268
|
+0.04%
|
$17.92
|
|
0.04%
|
2026 Q3
|
~0.25 years
|
|
|
|
BlackRock Inc
|
new
|
+320
|
320
|
+0%
|
$1,058.29
|
+7.89%($1,141.84)
|
0.00%
|
2026 Q3
|
~0.25 years
|
|
|
|
Cirrus Logic Inc
|
new
|
+1,901
|
1,901
|
+0%
|
$119.97
|
-9.00%($109.17)
|
0.00%
|
2026 Q3
|
~0.25 years
|
|
|
|
Exxon Mobil Corp
|
new
|
+557,484
|
557,484
|
+0.27%
|
$162.75
|
+14.40%($186.19)
|
0.27%
|
2026 Q3
|
~0.25 years
|
|
|
|
GE HealthCare Technologies Inc
|
new
|
+1,255,691
|
1,255,691
|
+0.24%
|
$65.37
|
+17.03%($76.50)
|
0.24%
|
2026 Q3
|
~0.25 years
|
|
|
|
Jabil Circuit Inc
|
new
|
+1,086
|
1,086
|
+0%
|
$286.86
|
-5.77%($270.32)
|
0.00%
|
2026 Q3
|
~0.25 years
|
|
|
|
L3Harris Technologies Inc
|
new
|
+1,120
|
1,120
|
+0%
|
$236.78
|
+17.33%($277.82)
|
0.00%
|
2026 Q3
|
~0.25 years
|
|
Insights | News
Insight
—
Position exited · 2026 Q3
Insight
—
Position exited · 2026 Q3
Insight
—
Position exited · 2026 Q3
Insight
—
Position exited · 2026 Q3
* 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".