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 |
|---|---|---|---|---|---|---|---|
| Q1 2007 | $66.10 | Q3 2009 | $46.29 | -29.97% | Closed | History | |
| Q1 1999 | $69.48 | Q3 1999 | $48.46 | -30.25% | Closed | History | |
| Q1 2007 | $549.80 | Q3 2010 | $382.60 | -30.41% | Closed | History | |
| Q3 2022 | $27.75 | Open | $19.26 | -30.59% | Open | History | |
| Q2 2024 | $129.01 | Open | $89.19 | -30.87% | Open | History | |
| Q1 2015 | $9.42 | Q1 2016 | $6.51 | -30.89% | Closed | History | |
| Q3 2018 | $8.38 | Q1 2021 | $5.79 | -30.91% | Closed | History | |
| Q3 2021 | $34.97 | Open | $24.14 | -30.97% | Open | History | |
| Q1 2015 | $62.39 | Open | $43.03 | -31.03% | Open | History | |
| Q3 2007 | $43.51 | Q3 2023 | $29.84 | -31.42% | Closed | History | |
| Q4 2004 | $25.51 | Q3 2008 | $17.50 | -31.42% | Closed | History | |
| Q1 2022 | $66.10 | Q2 2023 | $45.30 | -31.47% | Closed | History | |
| Q1 2022 | $133.37 | Q4 2022 | $91.13 | -31.67% | Closed | History | |
| Q1 1999 | $38.81 | Q2 2002 | $26.50 | -31.72% | Closed | History | |
| Q1 1999 | $31.81 | Q3 1999 | $21.69 | -31.81% | Closed | History | |
| Q2 2001 | $16.00 | Q2 2004 | $10.85 | -32.19% | Closed | History | |
| Q4 2022 | $56.90 | Q1 2023 | $38.19 | -32.88% | Closed | History | |
| Q1 2026 | $46.11 | Open | $30.92 | -32.94% | Open | History | |
| Q3 2019 | $21.46 | Open | $14.35 | -33.13% | Open | History | |
| Q1 2010 | $57.07 | Q4 2018 | $37.92 | -33.56% | Closed | History | |
| Q4 1999 | $50.75 | Q1 2004 | $33.68 | -33.64% | Closed | History | |
| Q3 2017 | $60.80 | Q2 2018 | $40.07 | -34.10% | Closed | History | |
| Q3 2023 | $115.39 | Open | $75.89 | -34.23% | Open | History | |
| Q3 2006 | $78.76 | Q2 2011 | $51.67 | -34.40% | Closed | History | |
| Q1 2012 | $26.67 | Q4 2024 | $17.48 | -34.46% | Closed | History | |
| Q1 2026 | $432.38 | Open | $282.43 | -34.68% | Open | History | |
| Q3 2018 | $36.35 | Q2 2020 | $23.64 | -34.97% | Closed | History | |
| Q1 2007 | $28.94 | Q2 2009 | $18.78 | -35.08% | Closed | History | |
| Q3 2005 | $34.05 | Q4 2006 | $21.95 | -35.54% | Closed | History | |
| Q3 2008 | $39.30 | Q2 2009 | $25.19 | -35.90% | Closed | History | |
| Q4 2006 | $22.71 | Q4 2009 | $14.54 | -35.98% | Closed | History | |
| Q2 2014 | $14.63 | Q3 2016 | $9.33 | -36.23% | Closed | History | |
| Q1 2017 | $172.52 | Open | $109.73 | -36.40% | Open | History | |
| Q4 2000 | $25.04 | Q3 2001 | $15.90 | -36.49% | Closed | History | |
| Q1 2019 | $121.95 | Open | $77.19 | -36.70% | Open | History | |
| Q4 2004 | $30.18 | Q4 2010 | $18.80 | -37.71% | Closed | History | |
| Q4 2007 | $83.71 | Q1 2011 | $51.73 | -38.20% | Closed | History | |
| Q4 2017 | $104.18 | Q4 2018 | $64.19 | -38.39% | Closed | History | |
| Q3 2010 | $42.07 | Q3 2015 | $25.61 | -39.13% | Closed | History | |
| Q4 2003 | $29.35 | Q3 2006 | $17.65 | -39.86% | Closed | History | |
| Q4 2006 | $33.30 | Q1 2011 | $19.93 | -40.15% | Closed | History | |
| Q1 2011 | $72.86 | Q4 2021 | $43.40 | -40.43% | Closed | History | |
| Q4 2006 | $17.18 | Q2 2009 | $10.14 | -40.98% | Closed | History | |
| Q2 2002 | $12.30 | Q3 2002 | $7.25 | -41.06% | Closed | History | |
| Q1 2025 | $42.54 | Open | $24.86 | -41.56% | Open | History | |
| Q3 2007 | $8.95 | Q1 2010 | $5.23 | -41.56% | Closed | History | |
| Q1 2023 | $357.61 | Q4 2025 | $208.75 | -41.63% | Closed | History | |
| Q4 2007 | $57.84 | Q2 2010 | $33.64 | -41.84% | Closed | History | |
| Q1 2011 | $193.50 | Q2 2013 | $112.50 | -41.86% | Closed | History | |
| Q3 2023 | $37.74 | Open | $21.80 | -42.24% | Open | History | |
| Q4 2018 | $56.20 | Q3 2023 | $32.41 | -42.33% | Closed | History | |
| Q2 2020 | $10.59 | Open | $6.09 | -42.49% | Open | History | |
| Q1 2005 | $21.87 | Q1 2016 | $12.54 | -42.66% | Closed | History | |
| Q2 2025 | $386.88 | Open | $220.78 | -42.93% | Open | History | |
| Q2 2021 | $10.43 | Q1 2023 | $5.95 | -42.95% | Closed | History | |
| Q3 2018 | $2.95 | Q2 2021 | $1.68 | -43.05% | Closed | History | |
| Q3 2018 | $50.80 | Q4 2022 | $28.70 | -43.50% | Closed | History | |
| Q4 2017 | $50.54 | Q4 2020 | $28.53 | -43.55% | Closed | History | |
| Q1 2017 | $24.18 | Q1 2023 | $13.65 | -43.55% | Closed | History | |
| Q2 2024 | $69.80 | Open | $39.18 | -43.87% | Open | History | |
| Q3 2006 | $34.77 | Q1 2009 | $19.50 | -43.92% | Closed | History | |
| Q3 2020 | $15.49 | Open | $8.68 | -43.96% | Open | History | |
| Q4 2006 | $41.03 | Q2 2009 | $22.69 | -44.70% | Closed | History | |
| Q4 2007 | $38.91 | Q3 2008 | $21.40 | -45.00% | Closed | History | |
| Q3 2025 | $246.60 | Open | $134.56 | -45.43% | Open | History | |
| Q3 2017 | $31.90 | Q2 2018 | $17.27 | -45.86% | Closed | History | |
| Q4 2012 | $2.56 | Q3 2019 | $1.36 | -46.88% | Closed | History | |
| Q1 2007 | $37.64 | Q2 2008 | $19.81 | -47.37% | Closed | History | |
| Q3 2017 | $22.85 | Q2 2018 | $11.95 | -47.70% | Closed | History | |
| Q3 2014 | $2.61 | Q2 2015 | $1.36 | -47.89% | Closed | History | |
| Q2 2001 | $11.50 | Q4 2008 | $5.88 | -48.87% | Closed | History | |
| Q1 2021 | $64.07 | Q1 2023 | $32.67 | -49.01% | Closed | History | |
| Q4 2021 | $71.96 | Q3 2022 | $36.63 | -49.10% | Closed | History | |
| Q4 2017 | $53.44 | Q1 2019 | $27.17 | -49.16% | Closed | History | |
| Q4 2023 | $112.42 | Open | $56.58 | -49.67% | Open | History | |
| Q4 2013 | $18.02 | Q1 2020 | $8.97 | -50.22% | Closed | History | |
| Q3 2024 | $24.20 | Open | $11.91 | -50.79% | Open | History | |
| Q3 2007 | $20.80 | Q2 2009 | $10.23 | -50.82% | Closed | History | |
| Q1 2006 | $14.34 | Q3 2009 | $7.02 | -51.05% | Closed | History | |
| Q1 2022 | $19.32 | Q3 2022 | $9.41 | -51.29% | Closed | History | |
| Q3 2007 | $44.34 | Q4 2008 | $21.60 | -51.29% | Closed | History | |
| Q3 2016 | $17.37 | Q2 2023 | $8.42 | -51.53% | Closed | History | |
| Q1 2018 | $27.28 | Q4 2020 | $13.12 | -51.91% | Closed | History | |
| Q1 2014 | $62.86 | Q2 2022 | $30.20 | -51.96% | Closed | History | |
| Q3 2014 | $32.74 | Q1 2018 | $15.55 | -52.50% | Closed | History | |
| Q2 2002 | $6.53 | Q1 2003 | $3.10 | -52.53% | Closed | History | |
| Q1 2006 | $21.01 | Q4 2012 | $9.55 | -54.55% | Closed | History | |
| Q3 2018 | $10.74 | Q3 2022 | $4.82 | -55.12% | Closed | History | |
| Q4 2018 | $16.64 | Q1 2023 | $7.44 | -55.29% | Closed | History | |
| Q4 2018 | $23.68 | Open | $10.57 | -55.36% | Open | History | |
| Q2 2018 | $43.40 | Open | $19.30 | -55.53% | Open | History | |
| Q3 2024 | $61.85 | Open | $27.22 | -55.99% | Open | History | |
| Q3 2004 | $25.86 | Q4 2016 | $11.25 | -56.50% | Closed | History | |
| Q4 1999 | $6.94 | Q3 2000 | $2.97 | -57.20% | Closed | History | |
| Q1 2010 | $33.87 | Q4 2012 | $14.36 | -57.60% | Closed | History | |
| Q4 2000 | $14.95 | Q1 2003 | $6.29 | -57.93% | Closed | History | |
| Q2 2014 | $35.35 | Q4 2015 | $14.71 | -58.39% | Closed | History | |
| Q1 2021 | $294.51 | Q4 2022 | $120.34 | -59.14% | Closed | History | |
| Q4 2023 | $87.92 | Open | $35.65 | -59.45% | Open | History | |
| Q3 2010 | $51.35 | Q3 2013 | $20.81 | -59.47% | 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.