PZENA INVESTMENT MANAGEMENT LLC

CIK
0001027796
City
NEW YORK
State / Country
NY

Top Portfolio Positions

133 positions · $30,579,388,406 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
MGA
Magna International Inc
29,113,582 $1,551,753,919 5.07%
CTSH
Cognizant Technology Solutions Corp
17,628,679 $1,463,180,357 4.78%
DG
Dollar General Corp
10,676,823 $1,417,561,789 4.64%
UBS
UBS Group AG
29,774,573 $1,378,860,474 4.51%
BAX
Baxter International Inc
70,046,251 $1,338,583,855 4.38%
C
Citigroup Inc
Financial Services
10,615,134 $1,238,679,985 4.05%
CVS
CVS HEALTH Corp
Healthcare
15,581,307 $1,236,532,523 4.04%
COF
Capital One Financial Corp
Financial Services
5,020,853 $1,216,853,932 3.98%
HUM
Humana Inc
4,072,208 $1,043,014,634 3.41%
DOX
Amdocs Ltd
Technology
12,037,015 $969,100,077 3.17%

Portfolio Trend

24 quarters · across all stocks

Holdings in FMS

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Shares Held

Position Value (USD)

18 of 18 shown
Report Date Value (USD) Shares
2025-12-31 $351,412,552 14,752,836
2025-09-30 $390,127,712 14,816,852
2025-06-30 $418,921,394 14,662,982
2025-03-31 $382,889,540 15,377,090
2024-12-31 $346,007,685 15,283,025
2024-09-30 $345,393,749 16,215,669
2024-06-30 $308,956,778 16,184,221
2024-03-31 $313,723,619 16,271,972
2023-12-31 $338,851,857 16,267,492
2023-09-30 $350,863,638 16,288,934
2023-06-30 $398,974,863 16,672,581
2023-03-31 $425,733,158 20,025,078
2022-12-31 $397,588,017 24,332,192
2022-09-30 $184,249,405 13,123,177
2022-06-30 $328,610,362 13,176,037
2022-03-31 $389,934,645 11,577,632
2021-12-31 $307,053,617 9,459,446
2021-09-30 $224,079,856 6,407,774