
	Richard Pzena 13F
	Pzena Investment Management LLC

	Last update 2024-02-15	165 Stocks (13 new)
	Value $26.60 Bil	Turnover 10 %
	Countries: Top Holdings: CTSH(4.93%)DOW(3.83%)COF(3.82%)MGA(3.79%)EIX(3.57%) Portfolio Report

Richard Pzena Profile

Richard Pzena is the founder and Co-Chief Investment Officer of Pzena Investment Management, LLC. Pzena started the firm in 1995. He earned a BS summa cum laude from the Wharton School in 1979 and an MBA from the University of Pennsylvania in 1980.

Richard Pzena Investing Philosophy

Pzena's philosophy is based on ranking companies from the cheapest to the most expensive on the basis of how their current share price compares to their normal long-term earnings power. He purchases shares in good businesses that are selling at a low price. He understands that it is often unrealistic to expect such opportunities to be available absent some sort of problem which causes the price of the shares to drop. The question Pzena and his team try to answer is whether the issue that caused the drop in price is temporary or permanent.

Richard Pzena's Portfolio

Richard Pzena Current Holdings

Ticker
Ticker
SWKS
CVS
KFY
UHS
CNXC
RHI
HDB
VALE
DVA
DELL
DLTR
ACWX
JD
MMI
CRBG
UBS
BAX
ACGL
DIS
HSIC

Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
SWKS	Skyworks Solutions Inc	2,689,100	302,308.62	New Holding	1.14	+1.14%	1.68	+0.37%	-6.62%	16,734.45	Semiconductors
CVS	CVS Health Corp	824,250	65,082.78	New Holding	0.24	+0.24%	0.07	-7.08%	-13.32%	84,679.05	Healthcare Plans
KFY	Korn Ferry	898,130	53,304.02	New Holding	0.20	+0.20%	1.71	+4.63%	+3.33%	3,183.52	Business Services
UHS	Universal Health Services Inc	322,831	49,212.36	New Holding	0.18	+0.18%	0.47	+5.52%	+9.07%	11,181.52	Healthcare Providers & Services
CNXC	Concentrix Corp	292,592	28,735.46	New Holding	0.11	+0.11%	0.44	-39.07%	-43.49%	3,630.22	Software
RHI	Robert Half Inc	300,486	26,418.73	New Holding	0.10	+0.10%	0.28	-14.71%	-20.60%	7,296.21	Business Services
HDB	HDFC Bank Ltd	283,583	19,031.26	New Holding	0.07	+0.07%	0.01	+3.06%	-13.07%	147,734.38	Banks
VALE	Vale SA	132,495	2,101.37	New Holding	0.01	+0.01%	0	-9.50%	-19.14%	52,028.05	Metals & Mining
DVA	DaVita Inc	5,717	598.91	New Holding	0	0%	0.01	+24.58%	+27.44%	11,657.69	Healthcare Providers & Services
DELL	Dell Technologies Inc	3,860	295.29	New Holding	0	0%	0	+49.07%	+64.85%	89,266.62	Hardware
DLTR	Dollar Tree Inc	1,692	240.35	New Holding	0	0%	0	-8.28%	-14.30%	26,537.25	Retail - Defensive
ACWX	iShares MSCI ACWI Ex US Index Fund	19,209	980.43	New Holding	0	0%	0.02	+4.31%	+2.92%	4,559.60
JD	JD.com Inc	14,965	432.34	New Holding	0	0%	0	+30.80%	+8.03%	46,427.18	Retail - Cyclical
MMI	Marcus & Millichap Inc	278,306	12,156.41	+974.04%	0.05	+0.05%	0.73	-17.50%	-25.58%	1,247.25	Real Estate
CRBG	Corebridge Financial Inc	1,590,098	34,441.52	+793.02%	0.13	+0.12%	0.25	+9.40%	+24.65%	16,653.21	Asset Management
UBS	UBS Group AG	30,145,113	786,787.45	+392.76%	2.96	+2.36%	0.94	-8.34%	-11.39%	88,111.10	Banks
BAX	Baxter International Inc	24,270,170	938,284.77	+324.18%	3.53	+2.70%	4.78	+4.18%	+4.53%	20,440.10	Medical Devices & Instruments
ACGL	Arch Capital Group Ltd	5,971	443.47	+91.26%	0	0%	0	+13.77%	+22.39%	34,100.72	Insurance
DIS	The Walt Disney Co	1,752,900	158,269.35	+69.29%	0.59	+0.24%	0.10	+18.22%	+24.85%	206,780.89	Media - Diversified
HSIC	Henry Schein Inc	809,558	61,291.64	+61.39%	0.23	+0.09%	0.62	-1.44%	-3.41%	9,395.83	Medical Distribution

100/Page

Total 174

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