Pzena Investment Management · portfolio as of Q3 2026, filed Oct 30, 2026
39 of 130 holdings are Undervalued or On Sale by our valuation (27% of the money).
On Sale: AAP, ITUB.
Valued by PaybackPrice; holdings from SEC 13F filings as of Sep 30, 2026. 29 not valued.
Richard Pzena's portfolio holds 159 stocks worth $34.1B at the end of Q3 2026. The largest positions are MGA, BAX, CTSH, HUM and SWKS.
In Q3 2026, Richard Pzena opened 14 new positions (ADIG, ADS, BLK, CRUS, XOM, GEHC, JBL, LHX, NOKBF, REGN, SANM, SAPGF, SWX and UBS) and added to AAP, BCS, CDW, DIS, FMS, GSK, GL, ING, BEKE, PHG, LKQ, MBC, MSFT, REZI, SSNC, SNY, STT, TAK, UHS, ACN, G and GLOB.
In Q3 2026, Richard Pzena sold out of BFHIV, MT, ADSK, CSCO, EXPE, XONA.DE, GEV, HALO, MRK, NOK, CRM, SAP, TOST, WBS, ZBRA and UBSFF and trimmed GOOGL, ARW, AVT, BIDU, BAC, BMY, CNO, CVS, DAL, EQNR, HUM, KNX, KOP, MSM, MGA, MS, MYE, RHI, SCSC, SHG, SWKS, UVSP, VREX, WCC, WDAY, ZTO, TOTB.DE, BAP and TEL.
SWKS, COF, DOX, LEA, UBS, LKQ, BAC, BAP, RHI, AAP, PFE, GLOB, KT, G, MBC, JPM, CNXC, FITB, ARCO, ONB, WSFS, COLB, OSK, RF, WGO, KOP, HDB, AIG, LDOS, SHG, UVSP, MAN, ABEV, BIDU, CIG, VALE, ITUB, ORCL and ADBE are Undervalued or On Sale by our valuation.
13F filings are due 45 days after each quarter end: the Q4 2026 filing is due by Feb 14, 2027.
From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →