PZENA INVESTMENT MANAGEMENT LLC

CIK: 1027796SEC EDGAR →

Portfolio Value

$22.7T

Holdings

161

As of

Q2 2026

New Positions

12

Closed Positions

9

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MAGNA INTL INC

23,882,824$2.2T
9.83%
2

BAXTER INTL INC

65,295,393$1.4T
6.14%
3

SKYWORKS SOLUTIONS INC

15,973,040$1.1T
4.78%
4

COGNIZANT TECHNOLOGY SOLUTIO

26,529,172$1.0T
4.53%
5

BRISTOL-MYERS SQUIBB CO

17,007,044$979.9B
4.32%
6

TYSON FOODS INC

17,016,651$974.2B
4.30%
7

COREBRIDGE FINL INC

33,789,727$967.4B
4.27%
8

METLIFE INC

11,130,983$941.8B
4.15%
9

UBS GROUP AG

22,604,129$905.5B
3.99%
10

GLOBAL PMTS INC

11,691,625$848.3B
3.74%

Quarterly Changes

Top Buys

CRBG↑ Increased
$322.1B
BAX↑ Increased
$308.0B
LKQ1↑ Increased
$215.6B
CTSH↑ Increased
$215.6B
NWL↑ Increased
$130.7B

Top Sells

CVS↓ Decreased
$988.0B
DOW↓ Decreased
$447.0B
NOK↓ Decreased
$443.4B
MGA↓ Decreased
$259.5B
AWM↓ Decreased
$220.4B

New Positions (12)

$129.0B · 8.9M shares
$304.5M · 11K shares
$284.0M · 3K shares
$241.3M · 2.0M shares
$1.0M · 7K shares
$358K · 1K shares
$304K · 2K shares
$289K · 1K shares
$271K · 1K shares
$235K · 2K shares
$216K · 184 shares
$209K · 1K shares

Closed Positions (9)

$65.5B · 1.6M shares
$356.6M · 10K shares
$299.6M · 4K shares
$91.9M · 368K shares
$49.9M · 204K shares
$306K · 2K shares
$288K · 2K shares
$242K · 560 shares
$205K · 975 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services29$5.9T25.8%
Technology30$3.5T15.3%
Healthcare22$3.3T14.5%
Consumer Cyclical17$3.3T14.5%
Unknown12$2.0T8.6%
Consumer Defensive10$1.8T7.7%
Energy6$1.0T4.5%
Industrials18$995.0B4.4%
Basic Materials8$555.7B2.5%
Real Estate5$275.1B1.2%
Communication Services3$211.0B0.9%
Utilities1$953.3M0.0%