Copy Invest | Sonar Terminal

Richard Pzena - Pzena Investment Management

1240 trades · 1082 closed · 158 open · Win rate: 52% · Avg return: +28.2% · Median return: +1.8%

⚠ 13 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
TSM - Taiwan Semiconductor	Q3 2013	$16.96	Open	$420.39	+2,378.71%	Open	History

JPM - JPMorgan Chase & Co.	Q3 2005	$33.93	Open	$342.89	+910.58%	Open	History

FITB - Fifth Third Bancorp	Q2 2009	$7.10	Open	$57.05	+703.52%	Open	History

CSCO - Cisco Systems, Inc.	Q2 2012	$17.17	Open	$117.09	+581.95%	Open	History

GS - The Goldman Sachs Group, Inc.	Q2 2010	$131.27	Q4 2025	$879.00	+569.61%	Closed	History

WSFS - WSFS Financial Corp.	Q2 2010	$11.98	Open	$77.67	+548.51%	Open	History

MS - Morgan Stanley	Q1 2003	$38.37	Open	$227.67	+493.35%	Open	History

MSFT - Microsoft Corp.	Q1 2005	$24.17	Q2 2019	$133.96	+454.24%	Closed	History

WBS - Webster Financial Corp.	Q4 2008	$13.78	Open	$76.12	+452.39%	Open	History

HIG - The Hartford Insurance Group, Inc.	Q2 2009	$11.87	Q2 2021	$61.97	+422.07%	Closed	History

RF - Regions Financial Corp.	Q2 2010	$6.58	Open	$30.92	+369.91%	Open	History

CI - The Cigna Group	Q2 2013	$72.49	Open	$303.35	+318.47%	Open	History

MCK - McKesson Corp.	Q4 2016	$140.45	Q4 2024	$569.91	+305.77%	Closed	History

POLY - Plantronics Inc.	Q1 2020	$10.06	Q1 2021	$38.91	+286.78%	Closed	History

PRI - Primerica, Inc.	Q1 2010	$15.00	Q2 2016	$57.24	+281.60%	Closed	History

IBN - ICICI Bank Ltd.	Q1 2018	$8.85	Q2 2025	$33.64	+280.11%	Closed	History

CCTYQ - Circuit City Stores Inc	Q1 2007	$3.98	Q2 2007	$15.04	+277.89%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q1 2019	$73.72	Open	$262.02	+255.43%	Open	History

ORCL - Oracle Corp.	Q2 2012	$29.70	Q4 2023	$105.43	+254.98%	Closed	History

ARW - Arrow Electronics, Inc.	Q1 2014	$59.36	Open	$206.50	+247.88%	Open	History

BAC - Bank of America Corp.	Q1 2010	$17.85	Open	$60.62	+239.61%	Open	History

NSIT - Insight Enterprises Inc	Q2 2012	$16.83	Q3 2020	$56.57	+236.13%	Closed	History

FLEX - Flex Ltd.	Q3 2013	$6.85	Q4 2023	$22.95	+235.09%	Closed	History

KMT - Kennametal Inc.	Q1 1999	$8.81	Q4 2006	$29.43	+234.00%	Closed	History

NC - Nacco Inds Inc Cl A	Q2 2000	$2.63	Q4 2005	$8.78	+233.29%	Closed	History

AEL - American Equity Invt Life	Q1 2016	$16.80	Q4 2023	$55.80	+232.14%	Closed	History

AET - Aetna Inc	Q4 2012	$46.30	Q2 2017	$151.83	+227.93%	Closed	History

SMFG - Sumitomo Mitsui Financial Group, Inc.	Q4 2022	$8.02	Open	$26.26	+227.43%	Open	History

MAS - Masco Corp.	Q2 2010	$9.46	Q2 2016	$30.94	+227.23%	Closed	History

CNO - CNO Financial Group, Inc.	Q1 2019	$16.18	Open	$52.19	+222.56%	Open	History

DOV - Dover Corp.	Q2 2015	$56.69	Q4 2021	$181.56	+220.28%	Closed	History

BAP - Credicorp Ltd.	Q3 2022	$122.80	Open	$392.24	+219.41%	Open	History

HSBC - HSBC Holdings plc	Q4 2022	$31.16	Open	$99.25	+218.52%	Open	History

UBS - UBS Group AG	Q4 2014	$17.05	Open	$53.82	+215.66%	Open	History

BFH - Bread Financial Holdings, Inc.	Q2 2023	$31.39	Open	$98.49	+213.76%	Open	History

FBIN - Fortune Brands Innovations, Inc.	Q3 2011	$10.60	Q2 2013	$33.11	+212.42%	Closed	History

BDC - Belden Inc.	Q1 2020	$36.08	Q4 2024	$112.61	+212.11%	Closed	History

HPY - Heartland Payment Systems, Inc.	Q1 2009	$6.61	Q2 2011	$20.60	+211.65%	Closed	History

MET - MetLife, Inc.	Q4 2003	$30.01	Open	$92.54	+208.38%	Open	History

KEY - KeyCorp	Q1 2010	$7.75	Open	$23.30	+200.65%	Open	History

ON - ON Semiconductor Corp.	Q4 2013	$8.24	Q1 2018	$24.46	+196.84%	Closed	History

AXS - AXIS Capital Holdings Ltd.	Q3 2009	$30.17	Q4 2024	$88.62	+193.74%	Closed	History

CI - The Cigna Group	Q3 2003	$14.88	Q1 2006	$43.52	+192.43%	Closed	History

CITGQ - Cit Group Inc	Q3 2002	$17.98	Q2 2006	$52.33	+191.05%	Closed	History

HNGR - Hanger Orthopedic Gro	Q3 2004	$5.01	Q4 2008	$14.51	+189.62%	Closed	History

L - Loews Corp.	Q3 1999	$11.69	Q1 2006	$33.76	+188.68%	Closed	History

TEL - TE Connectivity plc	Q1 2011	$34.82	Q1 2018	$99.90	+186.90%	Closed	History

AVT - Avnet, Inc.	Q1 2010	$30.00	Open	$86.05	+186.83%	Open	History

COF - Capital One Financial Corp.	Q3 2016	$71.83	Open	$205.29	+185.80%	Open	History

FCX - Freeport-McMoRan Inc.	Q4 2000	$4.30	Q2 2003	$12.25	+185.22%	Closed	History

ALL - The Allstate Corp.	Q1 2010	$32.31	Q1 2020	$91.73	+183.91%	Closed	History

SKX - Skechers Usa Inc.- Cl A	Q4 2008	$12.82	Q1 2010	$36.32	+183.31%	Closed	History

TILE - Interface, Inc.	Q2 2023	$8.79	Q4 2024	$24.35	+177.02%	Closed	History

AEL - American Equity Invt Life	Q1 2010	$10.65	Q1 2015	$29.13	+173.52%	Closed	History

VOYA - Voya Financial, Inc.	Q2 2014	$36.34	Open	$98.30	+170.50%	Open	History

AIG - American International Group, Inc.	Q2 2011	$29.32	Open	$79.00	+169.44%	Open	History

ACM - Aecom	Q4 2012	$23.80	Q1 2021	$64.11	+169.37%	Closed	History

ING - ING Groep N.V.	Q4 2022	$12.17	Open	$32.75	+169.10%	Open	History

WFC - Wells Fargo & Co.	Q1 2011	$31.70	Open	$85.29	+169.05%	Open	History

ROCK - Gibraltar Industries Inc	Q2 2014	$15.51	Q4 2016	$41.60	+168.21%	Closed	History

AIZ - Assurant, Inc.	Q4 2012	$34.70	Q4 2016	$92.86	+167.61%	Closed	History

UVSP - Univest Financial Corp.	Q1 2020	$16.32	Open	$43.48	+166.42%	Open	History

DLPH - Delphi Automotive Plc	Q2 2012	$25.50	Q1 2014	$67.86	+166.12%	Closed	History

BCS - Barclays PLC	Q4 2021	$10.36	Open	$27.53	+165.73%	Open	History

TRN - Trinity Industries, Inc.	Q2 2001	$4.92	Q1 2006	$13.05	+165.27%	Closed	History

2641504Q - Solectron Corp	Q3 2002	$2.11	Q1 2004	$5.53	+162.09%	Closed	History

VR - Validus Holdings Ltd	Q3 2009	$25.80	Q1 2018	$67.45	+161.43%	Closed	History

SMCI - Super Micro Computer, Inc.	Q1 2019	$2.11	Q3 2022	$5.51	+160.62%	Closed	History

RHDCQ - R H Donnelley Corp Com New	Q4 2000	$24.34	Q3 2005	$63.26	+159.90%	Closed	History

COP - ConocoPhillips	Q3 2002	$17.62	Q3 2006	$45.38	+157.48%	Closed	History

IPG - Interpublic Group Of Cos Inc	Q1 2013	$13.03	Q4 2022	$33.31	+155.64%	Closed	History

MT - ArcelorMittal S.A.	Q4 2022	$26.22	Open	$66.99	+155.49%	Open	History

HAS - Hasbro, Inc.	Q3 2000	$11.44	Q4 2008	$29.17	+154.98%	Closed	History

THC - Tenet Healthcare Corp.	Q3 1999	$46.83	Q4 2000	$118.59	+153.25%	Closed	History

ACAP - American Physicians Capital	Q2 2001	$19.50	Q3 2005	$49.13	+151.95%	Closed	History

KB - KB Financial Group Inc.	Q3 2018	$48.29	Open	$120.72	+149.99%	Open	History

MO - Altria Group, Inc.	Q1 2003	$29.96	Q4 2005	$74.74	+149.47%	Closed	History

UVV - Universal Corp.	Q2 2000	$21.14	Q1 2010	$52.69	+149.24%	Closed	History

WLTGQ - Walter Inds Inc	Q2 2004	$13.62	Q4 2004	$33.73	+147.65%	Closed	History

BPOP - Popular Inc.	Q2 2012	$16.61	Q1 2017	$40.73	+145.21%	Closed	History

AET - Aetna U S Healthcare Inc Com	Q4 2000	$10.27	Q3 2004	$24.98	+143.38%	Closed	History

CZM - Cytec Inds Inc Com	Q1 1999	$22.31	Q1 2005	$54.26	+143.21%	Closed	History

PNC - The PNC Financial Services Group, Inc.	Q4 2008	$49.08	Q4 2016	$116.96	+138.30%	Closed	History

FCNCA - First Citizens BancShares, Inc.	Q2 2000	$59.57	Q2 2008	$139.59	+134.33%	Closed	History

EVR - Evercore Inc.	Q4 2008	$12.49	Q3 2009	$29.22	+133.95%	Closed	History

KOP - Koppers Holdings Inc.	Q3 2022	$20.78	Open	$48.53	+133.54%	Open	History

ESL - Esterline Technologies Corp Co	Q2 2000	$14.88	Q1 2005	$34.55	+132.19%	Closed	History

EQH - Equitable Holdings, Inc.	Q2 2018	$20.61	Open	$47.30	+129.50%	Open	History

RGA - Reinsurance Group of America, Inc.	Q3 2020	$95.19	Q3 2024	$217.87	+128.88%	Closed	History

6684 - Hewlett Packard Co Co	Q3 2001	$16.10	Q3 2006	$36.69	+127.89%	Closed	History

MD - Pediatrix Medical Group, Inc.	Q1 2009	$14.74	Q1 2011	$33.31	+126.03%	Closed	History

ETR - Entergy Corp.	Q1 2011	$33.61	Q4 2024	$75.82	+125.62%	Closed	History

PPG - PPG Industries, Inc.	Q2 2010	$30.21	Q1 2013	$66.97	+121.72%	Closed	History

JHF - John Hancock Financial Service	Q1 2000	$18.06	Q3 2001	$40.00	+121.48%	Closed	History

NOK - Nokia Oyj	Q2 2021	$5.29	Open	$11.70	+121.17%	Open	History

ASHL - Ashland Inc	Q3 2002	$26.79	Q2 2005	$59.25	+121.16%	Closed	History

2951 - Philip Morris Cos Inc Com	Q4 1999	$23.00	Q2 2001	$50.75	+120.65%	Closed	History

TMJ - Torchmark Corp	Q3 2003	$40.64	Q2 2019	$89.46	+120.13%	Closed	History

VCA - Vca Antech Inc	Q3 2011	$15.98	Q2 2014	$35.09	+119.59%	Closed	History

YRK - York Intl Corp	Q4 2002	$25.57	Q3 2005	$56.08	+119.32%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.