Richard Pzena - Hancock Classic Value Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.01B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+30.66B
+9,999%+
Winning Positions
+62.47%
268 wins / 429 positions
Average Gain (Winners)
$112.17M
+9,999%+ avg per position
Active Positions
155
117 losing positions
Portfolio Value Over Time
Total Positions Tracked
429
All holdings over time
Win/Loss Ratio
2.29
268 gains / 117 losses
Active vs. Exited
155 / 274
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| MGA | Magna International, Inc. | Consumer Cyclical | Dec 2022 | ACTIVE | $230.16M | $1.97B | $1.74B | +755.00% |
| CTSH | Cognizant Technology Solutions | Technology | Mar 2015 | ACTIVE | $5.31K | $1.24B | $1.24B | +9,999%+ |
| TSN | Tyson Foods, Inc. | Consumer Defensive | Jun 2020 | ACTIVE | $560.00 | $1.10B | $1.10B | +9,999%+ |
| BAX | Baxter International Inc. | Healthcare | Dec 2014 | ACTIVE | $289.07K | $1.08B | $1.08B | +9,999%+ |
| BMY | Bristol-Myers Squibb Company | Healthcare | Sep 2019 | ACTIVE | $130.72K | $1.04B | $1.04B | +9,999%+ |
| CVS | CVS Health Corporation | Healthcare | Mar 2015 | ACTIVE | $54.41K | $989.18M | $989.13M | +9,999%+ |
| HUM | Humana Inc. | Healthcare | Dec 2019 | ACTIVE | $772.00 | $948.61M | $948.61M | +9,999%+ |
| C | Citigroup, Inc. | Financial Services | Jun 2013 | ACTIVE | $404.05K | $927.17M | $926.76M | +9,999%+ |
| SWKS | Skyworks Solutions, Inc. | Technology | Mar 2022 | ACTIVE | $428.00 | $862.59M | $862.59M | +9,999%+ |
| COF | Capital One Financial Corporati | Financial Services | Sep 2016 | ACTIVE | $229.18K | $835.55M | $835.32M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.