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2026-Q2 · 161 positions · $34.1B reported · filed 2026-08-07

PORT replays the filed quarters against SPY — return, risk, attribution and what changed since the previous book.

Pzena Investment Management LLC's filer page →

Top holdings · as reported for 2026-Q2

TickerNameSectorWeight
MGAMAGNA INTL INCConsumer Discretionary6.5%
HUMHUMANA INCHealth Care5.1%
BAXBAXTER INTL INCHealth Care4.1%
CVSCVS HEALTH CORPHealth Care3.6%
DGDOLLAR GEN CORPConsumer Staples3.5%
SWKSSKYWORKS SOLUTIONS INCInformation Technology3.2%
CTSHCOGNIZANT TECHNOLOGY SOLUTIOInformation Technology3.0%
BMYBRISTOL-MYERS SQUIBB COHealth Care2.9%
TSNTYSON FOODS INCConsumer Staples2.9%
CRBGCOREBRIDGE FINL INCFinancials2.8%

10 of 161 reported positions.

Versus 2026-Q1: 12 new · 55 added · 52 trimmed · 42 held · 9 exited

Sector mix: Financials 25.1% · Health Care 20.2% · Information Technology 15.7% of the book · The five largest positions are 22.8% of the book.

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PORT — Pzena Investment Management LLC · 13F 2026-Q2

Pzena Investment Management LLC's filed 13F book, analyzed: return vs SPY, risk, attribution, what changed.

Pick a source — a fund manager's filed 13F, an ETF's holdings, or a saved portfolio — and every tab fills in. Or try an example:

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Hypothetical, modeled with hindsight — not real results, and no guide to future results. See the Disclaimer.