Richard Pzena - Pzena Investment Management Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to June 2026 • Initial Portfolio Value: $9.44B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+24.43B
+258.79%
Winning Positions
+45.78%
217 wins / 474 positions
Average Gain (Winners)
$120.51M
+8552.85% avg per position
Active Positions
159
199 losing positions
Portfolio Value Over Time
Total Positions Tracked
474
All holdings over time
Win/Loss Ratio
1.09
217 gains / 199 losses
Active vs. Exited
159 / 315
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 | $2.23B | $2.00B | +867.73% |
| HUM | Humana Inc. | Healthcare | Dec 2019 | ACTIVE | $772.00K | $1.75B | $1.75B | +9,999%+ |
| DG | Dollar General Corporation | Consumer Defensive | Sep 2016 | ACTIVE | $285.00K | $1.18B | $1.18B | +9,999%+ |
| CVS | CVS Health Corporation | Healthcare | Mar 2015 | ACTIVE | $54.41M | $1.22B | $1.16B | +2137.79% |
| BAX | Baxter International Inc. | Healthcare | Dec 2014 | ACTIVE | $289.07M | $1.39B | $1.10B | +381.58% |
| SWKS | Skyworks Solutions, Inc. | Technology | Mar 2022 | ACTIVE | $428.00K | $1.08B | $1.08B | +9,999%+ |
| CTSH | Cognizant Technology Solutions | Technology | Mar 2015 | ACTIVE | $5.31M | $1.03B | $1.02B | +9,999%+ |
| TSN | Tyson Foods, Inc. | Consumer Defensive | Jun 2020 | ACTIVE | $560.00K | $974.20M | $973.64M | +9,999%+ |
| CRBG | Corebridge Financial Inc. | Financial Services | Sep 2023 | ACTIVE | $3.52M | $967.40M | $963.88M | +9,999%+ |
| BMY | Bristol-Myers Squibb Company | Healthcare | Sep 2019 | ACTIVE | $130.72M | $979.95M | $849.23M | +649.68% |
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.