Richard Pzena Portfolio Concentration Analysis: Key Holdings and Share Changes
An analysis of the largest holdings and notable share changes in Richard Pzena's Hancock Classic Value portfolio as of March 31, 2026.
As of March 31, 2026, Richard Pzena's Hancock Classic Value portfolio, valued at approximately $30.7 billion, shows significant concentration in specific sectors and individual stocks. The portfolio's largest holdings, representing the highest percentage allocations, are dominated by companies in the Healthcare and Consumer sectors.
The top holding by allocation is MAGNA INTL INC (MGA), representing 6.39% of the portfolio. This position has seen a reduction in shares (-13%) compared to the previous period. Other major allocations include COGNIZANT TECHNOLOGY SOLUTIO (CTSH) at 4.04% (up 14.94% in shares), Tyson Foods (TSN) at 3.57% (up 12.05%), and several Healthcare names including Baxter International (BAX) at 3.52%, Bristol Myers Squibb (BMY) at 3.37%, and Humana (HUM) at 3.08%.
Notable share changes are evident across the portfolio. While several positions saw reductions, including C (CITIGROUP INC) which decreased by 22.98% in shares, Humana (HUM) stands out with a substantial 34.35% increase in its stake. Similarly, Skyworks Solutions (SWKS) increased its position by 27.57%.
For a detailed breakdown of these holdings, including their sectors and performance changes, please refer to the investor profile at https://www.insiderset.com/investor/richard-pzena-hancock-classic-value and individual stock profiles at https://www.insiderset.com/investors/stocks/MGA, https://www.insiderset.com/investors/stocks/CTSH, and other relevant stock pages.