13F filing recap · Q2 2026
What did Pzena Investment Management buy in Q2 2026?
Reported stock-position changes between this filing and the previous one.
Stock value
$34.07B
Positions
161
Estimated turnover
19.1%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Pzena Investment Management opened new positions in Workday, Ke Holdings, and several smaller technology names including Sap, Zebra Technologies, and Toast. It exited American Woodmark, Cirrus Logic, Hartford Insurance, Hologic, Intuit, Johnson & Johnson, T-Mobile, Trimas, and Westinghouse Air Brake Technologies. The firm substantially increased Dollar General, Avnet was substantially reduced, and Accenture, Lkq, Cdw, Masterbrand, Genpact, and Walt Disney were dramatically added to. Humana, CVS Health, Ubs, Citigroup, and Dow were moderately trimmed.