
	Richard Pzena 13F
	Pzena Investment Management LLC

	Last update 2024-05-03	160 Stocks (8 new)
	Value $29.13 Bil	Turnover 11 %
	Countries: Top Holdings: MGA(4.57%)CTSH(4.19%)COF(3.73%)DOW(3.68%)BAX(3.58%) 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
HUM
DG
CHRW
SHYF
ALB
DOCU
HLI
INTC
KHC
CVS
ZTO
CNXC
PFE
BMY
CHTR
TSN
CSCO
VALE
RHI
VREX

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
HUM	Humana Inc	362,972	125,849.65	+36,975.79%	0.43	+0.43%	0.30	-15.18%	-29.81%	38,625.27	Healthcare Plans
DG	Dollar General Corp	1,933,475	301,738.11	New Holding	1.04	+1.04%	0.88	+1.35%	+1.95%	30,202.61	Retail - Defensive
CHRW	C.H. Robinson Worldwide Inc	873,048	66,473.88	New Holding	0.23	+0.23%	0.75	+10.44%	-5.23%	9,395.80	Transportation
SHYF	The Shyft Group Inc	327,733	4,070.44	New Holding	0.01	+0.01%	0.95	+13.30%	+2.92%	430.36	Farm & Heavy Construction Machinery
ALB	Albemarle Corp	1,523	200.64	New Holding	0	0%	0	+12.48%	-11.05%	15,055.27	Chemicals
DOCU	DocuSign Inc	5,573	331.87	New Holding	0	0%	0	+2.89%	+0.59%	12,243.87	Software
HLI	Houlihan Lokey Inc	1,899	243.43	New Holding	0	0%	0	+4.39%	+10.47%	9,113.66	Capital Markets
INTC	Intel Corp	10,705	472.84	New Holding	0	0%	0	-27.25%	-38.33%	131,537.35	Semiconductors
KHC	The Kraft Heinz Co	8,494	313.43	New Holding	0	0%	0	-2.35%	-0.58%	44,139.74	Consumer Packaged Goods
CVS	CVS Health Corp	5,553,457	442,943.74	+573.76%	1.52	+1.29%	0.44	-22.78%	-27.87%	70,175.35	Healthcare Plans
ZTO	ZTO Express (Cayman) Inc	5,889,745	123,331.26	+437.89%	0.42	+0.34%	0.73	+37.70%	+4.05%	17,285.39	Transportation
CNXC	Concentrix Corp	1,013,208	67,094.63	+246.29%	0.23	+0.16%	1.54	-31.78%	-39.04%	3,916.62	Software
PFE	Pfizer Inc	7,670,445	212,854.85	+181.64%	0.73	+0.47%	0.14	+3.27%	-1.95%	157,475.27	Drug Manufacturers
BMY	Bristol-Myers Squibb Co	12,293,913	666,698.91	+119.82%	2.29	+1.25%	0.61	-8.64%	-12.26%	89,172.13	Drug Manufacturers
CHTR	Charter Communications Inc	2,848,459	827,847.63	+96.52%	2.84	+1.39%	1.98	-16.69%	-31.58%	38,301.90	Telecommunication Services
TSN	Tyson Foods Inc	10,550,056	619,604.79	+79.19%	2.13	+0.94%	2.96	+11.05%	+16.44%	22,141.70	Consumer Packaged Goods
CSCO	Cisco Systems Inc	1,038,547	51,833.88	+77.97%	0.18	+0.08%	0.03	-5.33%	-5.24%	190,797.70	Hardware
VALE	Vale SA	229,345	2,795.72	+73.10%	0.01	0%	0.01	-0.92%	-16.97%	53,565.88	Metals & Mining
RHI	Robert Half Inc	507,371	40,224.37	+68.85%	0.14	+0.06%	0.48	-12.65%	-19.67%	7,362.07	Business Services
VREX	Varex Imaging Corp	1,815,759	32,865.24	+68.67%	0.11	+0.04%	4.47	-18.76%	-23.95%	636.95	Medical Devices & Instruments

100/Page

Total 174

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