Richard Pzena's Hancock Classic Value Portfolio Update: March 2026
Richard Pzena's Hancock Classic Value portfolio as of March 31, 2026, shows mixed changes in top holdings, with significant increases in SWKS and HUM, and decreases in C and BAX.
Richard Pzena's Hancock Classic Value portfolio, as of March 31, 2026, has a total value of $30.7 billion. The portfolio includes positions in companies like MAGNA INTL INC (MGA), COGNIZANT TECHNOLOGY SOLUTIO (CTSH), and others, with allocations ranging from 0.28% to 6.39%.
Pzena increased his stake in SKYWORKS SOLUTIONS INC (SWKS) by 27.57% in the latest period, while his investment in BRISTOL-MYERS SQUIBB CO (BMY) decreased by 4.72%.
Other notable changes include a 34.35% increase in HUMANA INC (HUM), a 14.94% increase in COGNIZANT TECHNOLOGY SOLUTIO (CTSH), and a 12.05% increase in Tyson Foods Inc (TSN).
Conversely, positions in CITIGROUP INC (C), BAXTER INTL INC (BAX), and CAPITAL ONE FINL CORP (COF) saw decreases of 22.98%, 7.88%, and 8.78% respectively.
For detailed analysis of each holding, visit the investor profile at https://www.insiderset.com/investor/richard-pzena-hancock-classic-value and explore each stock's performance at https://www.insiderset.com/investors/stocks/SWKS, https://www.insiderset.com/investors/stocks/HUM, and other relevant links.