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
NWG - NatWest Group plc	Q4 2022	$6.46	Q2 2025	$14.15	+119.04%	Closed	History

GMS - Gms Inc.	Q2 2022	$44.50	Q1 2024	$97.34	+118.74%	Closed	History

MWA - Mueller Water Products, Inc.	Q4 2010	$4.17	Q2 2015	$9.11	+118.47%	Closed	History

GE - GE Aerospace	Q3 2021	$64.19	Q1 2024	$140.09	+118.24%	Closed	History

COWN - Cowen Inc Class A	Q2 2020	$16.21	Q1 2021	$35.15	+116.84%	Closed	History

SKX - Skechers Usa Inc.- Cl A	Q2 2011	$14.48	Q3 2013	$31.11	+114.85%	Closed	History

WCC - WESCO International, Inc.	Q2 2024	$158.52	Open	$340.14	+114.57%	Open	History

PH - Parker-Hannifin Corp.	Q2 2013	$95.40	Q3 2020	$202.34	+112.10%	Closed	History

TYI - Tyco Intl Ltd	Q2 2002	$13.51	Q1 2004	$28.65	+112.07%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q3 2009	$68.61	Open	$145.09	+111.47%	Open	History

FMH - Fmc Technologies Inc	Q1 2002	$19.93	Q3 2005	$42.11	+111.29%	Closed	History

MHK - Mohawk Industries, Inc.	Q3 2011	$42.91	Q4 2012	$90.55	+111.02%	Closed	History

TRS - TriMas Corp.	Q3 2014	$19.39	Open	$40.64	+109.63%	Open	History

CLS - Celestica Inc.	Q2 2018	$11.87	Q3 2023	$24.52	+106.57%	Closed	History

3280433Q - Ocular Sciences Inc	Q1 2003	$13.90	Q4 2003	$28.71	+106.55%	Closed	History

ABT - Abbott Laboratories	Q1 2011	$23.53	Q2 2017	$48.61	+106.55%	Closed	History

INFS - Infocus Corp	Q2 2003	$4.72	Q4 2003	$9.68	+105.08%	Closed	History

ALXN - Alexion Pharmaceuticals Inc.	Q1 2020	$89.80	Q2 2021	$183.67	+104.53%	Closed	History

LPLA - LPL Financial Holdings Inc.	Q4 2021	$160.41	Q4 2024	$326.51	+103.55%	Closed	History

CDNS - Cadence Design Systems, Inc.	Q2 1999	$12.63	Q3 2000	$25.69	+103.40%	Closed	History

REZI - Resideo Technologies, Inc.	Q1 2023	$18.28	Open	$36.86	+101.64%	Open	History

INTC - Intel Corp.	Q3 2013	$22.92	Q4 2017	$46.16	+101.40%	Closed	History

APO - Apollo Global Management, Inc.	Q1 2016	$17.12	Q2 2019	$34.30	+100.35%	Closed	History

CMA - Comerica Incorporated	Q1 2023	$43.42	Q4 2025	$86.93	+100.21%	Closed	History

PGR - The Progressive Corp.	Q1 2014	$24.22	Q3 2017	$48.42	+99.92%	Closed	History

HPE - Hewlett Packard Enterprise Co.	Q4 2015	$8.83	Q3 2023	$17.37	+96.62%	Closed	History

TXT - Textron Inc.	Q3 2020	$36.09	Q4 2022	$70.80	+96.18%	Closed	History

BGC - BGC Group, Inc.	Q3 2014	$9.70	Q1 2018	$19.01	+96.02%	Closed	History

TYC - Tyco Intl Ltd	Q1 2009	$19.56	Q1 2010	$38.25	+95.55%	Closed	History

AGYS - Agilysys, Inc.	Q3 2003	$8.77	Q4 2004	$17.14	+95.44%	Closed	History

SNA - Snap-on Inc.	Q1 2018	$147.54	Q2 2023	$288.19	+95.33%	Closed	History

GIL - Gildan Activewear Inc.	Q2 2009	$7.40	Q2 2010	$14.33	+93.58%	Closed	History

DRH - DiamondRock Hospitality Co.	Q2 2009	$6.26	Open	$12.10	+93.29%	Open	History

GGQ1 - Google Inc.	Q2 2012	$580.07	Q4 2013	$1,120.71	+93.20%	Closed	History

GD - General Dynamics Corp.	Q2 2012	$65.85	Q3 2014	$127.09	+93.00%	Closed	History

ITUB - Itaú Unibanco Holdings S.A.	Q4 2020	$4.44	Open	$8.55	+92.63%	Open	History

AWI - Armstrong World Industries, Inc.	Q4 2008	$21.62	Q3 2010	$41.51	+92.00%	Closed	History

RNR - RenaissanceRe Holdings Ltd.	Q4 2004	$52.08	Q3 2014	$99.99	+91.99%	Closed	History

DIOD - Diodes Inc.	Q2 2009	$15.64	Q3 2017	$29.93	+91.37%	Closed	History

CAR - Avis Budget Group Inc	Q3 2017	$38.06	Q1 2021	$72.54	+90.59%	Closed	History

SWN - Southwestern Energy Co Com	Q2 2000	$6.24	Q3 2001	$11.86	+90.06%	Closed	History

FAF - First American Financial Corp.	Q2 2010	$12.70	Q4 2012	$24.09	+89.69%	Closed	History

GD - General Dynamics Corp.	Q3 2021	$196.03	Open	$369.50	+88.49%	Open	History

GL - Globe Life Inc.	Q3 2019	$95.76	Open	$178.99	+86.92%	Open	History

SLGN - Silgan Holdings Inc.	Q2 2000	$1.23	Q3 2001	$2.29	+86.54%	Closed	History

PLOW - Douglas Dynamics, Inc.	Q2 2024	$23.40	Open	$43.50	+85.90%	Open	History

OC - Owens Corning	Q1 2012	$36.03	Q2 2017	$66.92	+85.73%	Closed	History

GFF - Griffon Corp.	Q1 2007	$8.60	Q2 2015	$15.92	+85.12%	Closed	History

DOOR - Masonite International Corp.	Q3 2022	$71.29	Q1 2024	$131.45	+84.39%	Closed	History

NPBC - National Penn Banc- Shares Inc	Q4 2009	$5.79	Q1 2016	$10.64	+83.77%	Closed	History

OMC - Omnicom Group Inc.	Q4 2008	$26.92	Q3 2020	$49.45	+83.69%	Closed	History

COR - Cencora, Inc.	Q4 2018	$74.31	Q3 2022	$135.38	+82.18%	Closed	History

MYE - Myers Industries, Inc.	Q3 2025	$16.94	Open	$30.85	+82.11%	Open	History

TCOM - Trip.com Group Ltd.	Q2 2020	$25.92	Q2 2024	$47.00	+81.33%	Closed	History

EG - Everest Group, Ltd.	Q1 2014	$153.03	Q4 2019	$276.84	+80.91%	Closed	History

BKNG - Booking Holdings Inc.	Q3 2020	$68.43	Q3 2023	$123.36	+80.27%	Closed	History

SRI - Stoneridge Inc	Q4 2013	$12.75	Q4 2017	$22.87	+79.37%	Closed	History

3542013Q - Usf Corp Inc	Q2 2003	$26.97	Q1 2005	$48.27	+78.98%	Closed	History

TXNM - TXNM Energy, Inc.	Q3 2008	$10.24	Q1 2012	$18.30	+78.71%	Closed	History

DGX - Quest Diagnostics Inc.	Q1 1999	$5.56	Q1 2000	$9.94	+78.65%	Closed	History

KBR - KBR, Inc.	Q1 2014	$26.68	Q4 2021	$47.62	+78.49%	Closed	History

151915Q - Tosco Corp Com New	Q1 1999	$24.81	Q2 2001	$44.04	+77.51%	Closed	History

STT - State Street Corp.	Q2 2009	$47.20	Q3 2018	$83.78	+77.50%	Closed	History

AXE - Anixter International Inc	Q1 2016	$52.11	Q4 2019	$92.10	+76.74%	Closed	History

AVP - Avon Products, Inc.	Q1 2009	$19.23	Q3 2009	$33.96	+76.60%	Closed	History

NSIT - Insight Enter- Prises Inc.	Q2 2009	$9.66	Q1 2011	$17.03	+76.29%	Closed	History

SHW - The Sherwin-Williams Co.	Q4 2009	$20.55	Q1 2012	$36.22	+76.27%	Closed	History

PL - Planet Labs PBC	Q3 2003	$29.85	Q1 2014	$52.61	+76.25%	Closed	History

AGCO - AGCO Corp.	Q2 2001	$9.15	Q1 2003	$16.10	+75.96%	Closed	History

EVTC - Evertec Inc	Q1 2018	$16.35	Q4 2018	$28.70	+75.54%	Closed	History

NOC - Northrop Grumman Corp.	Q1 2007	$70.30	Q1 2014	$123.38	+75.50%	Closed	History

VRTU - Virtusa Corp	Q4 2016	$25.12	Q4 2017	$44.08	+75.48%	Closed	History

OCAS - Ohio Cas Corp	Q2 2003	$13.18	Q1 2005	$22.98	+74.36%	Closed	History

LTRC - Loews Corp Carolina Group	Q4 2003	$25.24	Q4 2005	$43.98	+74.25%	Closed	History

CHRW - C.H. Robinson Worldwide, Inc.	Q1 2024	$76.14	Q3 2025	$132.40	+73.89%	Closed	History

FNF - Fidelity National Financial, Inc.	Q3 2022	$33.57	Q3 2025	$58.33	+73.78%	Closed	History

HERBB - Herbalife Intl Inc Cl B	Q2 2000	$7.88	Q1 2002	$13.65	+73.22%	Closed	History

PBR.A - Petróleo Brasileiro S.A. - Petrobras CL A	Q1 2023	$9.28	Open	$16.05	+72.95%	Open	History

HPQ - HP Inc.	Q4 2015	$11.84	Q4 2018	$20.46	+72.80%	Closed	History

HNT - Health Net Inc	Q4 2000	$26.19	Q2 2006	$45.19	+72.55%	Closed	History

GTLS - Chart Industries Inc	Q2 2015	$35.75	Q2 2018	$61.68	+72.53%	Closed	History

UNP - Union Pacific Corp.	Q1 1999	$13.36	Q4 2006	$23.01	+72.19%	Closed	History

MCK - McKesson Corp.	Q1 2004	$30.04	Q4 2005	$51.59	+71.74%	Closed	History

ENH - Endurance Specialty Holdings	Q1 2014	$53.83	Q4 2016	$92.40	+71.65%	Closed	History

PCP - Precision Castparts Co	Q4 2003	$45.41	Q2 2005	$77.91	+71.57%	Closed	History

BDX - Becton, Dickinson and Co.	Q1 2012	$59.56	Q3 2015	$101.75	+70.84%	Closed	History

OMX - Officemax Inc	Q1 2012	$5.72	Q4 2012	$9.76	+70.63%	Closed	History

ASB - Associated Banc-Corp	Q1 2014	$18.06	Open	$30.71	+70.04%	Open	History

PIPR - Piper Sandler Companies	Q3 2013	$8.57	Q4 2014	$14.51	+69.20%	Closed	History

LAMR - Lamar Advertising Co.	Q2 2014	$53.00	Q4 2019	$89.27	+68.43%	Closed	History

AET - Aetna Inc	Q2 2009	$25.05	Q4 2011	$42.19	+68.42%	Closed	History

HR - Healthcare Realty Trust Inc.	Q1 1999	$38.00	Q2 2002	$64.00	+68.42%	Closed	History

DAL - Delta Air Lines, Inc.	Q3 2024	$50.79	Open	$85.51	+68.36%	Open	History

CDW - CDW Corp.	Q2 2015	$34.28	Q1 2017	$57.71	+68.35%	Closed	History

IBI - Interline Brands Inc	Q3 2011	$12.87	Q1 2012	$21.61	+67.91%	Closed	History

GLW - Corning Inc.	Q4 2013	$17.82	Q3 2017	$29.92	+67.90%	Closed	History

SNV - Synovus Financial Corp.	Q1 2023	$30.83	Q2 2025	$51.75	+67.86%	Closed	History

WHR - Whirlpool Corp.	Q4 2002	$52.22	Q1 2010	$87.25	+67.08%	Closed	History

DDS - Dillard's, Inc.	Q4 2000	$11.83	Q3 2004	$19.74	+66.86%	Closed	History

SPR - Spirit Aerosystems Holdings I	Q4 2008	$10.17	Q4 2012	$16.97	+66.86%	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.