PZENA INVESTMENT MANAGEMENT LLC

CIK
1027796
City
NEW YORK
State / Country
NY

Top Portfolio Positions

155 positions · $30,377,931,256 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MGA
Magna International Inc
Consumer Cyclical
25,329,355 $1,413,631,302 4.65%
CTSH
Cognizant Technology Solutions Corp
Technology
20,262,362 $1,243,095,908 4.09%
TSN
Tyson Foods, Inc.
Consumer Defensive
17,155,713 $1,099,166,531 3.62%
BAX
Baxter International Inc
Healthcare
64,527,823 $1,084,067,425 3.57%
UBS
UBS Group AG
Financial Services
26,544,355 $1,037,087,949 3.41%
BMY
Bristol Myers Squibb Co
Healthcare
17,095,731 $1,036,856,084 3.41%
CVS
CVS HEALTH Corp
Healthcare
13,773,053 $989,180,665 3.26%
HUM
Humana Inc
Healthcare
5,470,982 $948,613,568 3.12%
C
Citigroup Inc
Financial Services
8,175,364 $927,168,030 3.05%
SWKS
Skyworks Solutions, Inc.
Technology
16,108,138 $862,590,789 2.84%

Portfolio Trend

25 quarters · across all stocks

Holdings in MSM

Export CSV

Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $41,024,164 444,610
2025-12-31 $37,396,410 444,666
2025-09-30 $40,971,525 444,666
2025-06-30 $39,273,373 461,931
2025-03-31 $35,878,180 461,931
2024-12-31 $34,501,626 461,931
2024-09-30 $39,753,781 461,931
2024-06-30 $36,633,368 461,901
2024-03-31 $44,822,873 461,901
2023-12-31 $46,778,677 461,966
2023-09-30 $45,341,962 461,966
2023-06-30 $44,016,120 461,966
2023-03-31 $38,442,600 457,650
2022-12-31 $37,393,436 457,692
2022-09-30 $33,324,554 457,692
2022-06-30 $34,377,246 457,692
2022-03-31 $22,285,056 261,531
2021-12-31 $21,984,295 261,531
2021-09-30 $20,972,170 261,531
2021-06-30 $23,474,713 261,615
2021-03-31 $23,595,056 261,615
2020-12-31 $22,077,689 261,615
2020-09-30 $18,729,044 295,971
2020-06-30 $22,038,858 302,690
2020-03-31 $23,219,273 422,399