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
CIG - Companhia Energética de Minas Gerais - CEMIG	Q1 2020	$1.31	Open	$2.18	+66.71%	Open	History

TTEK - Tetra Tech, Inc.	Q3 2013	$5.18	Q4 2016	$8.63	+66.71%	Closed	History

VLO - Valero Energy Corp.	Q1 2009	$16.36	Q1 2011	$27.26	+66.59%	Closed	History

BJS - Bj Services	Q4 2008	$11.67	Q3 2009	$19.43	+66.50%	Closed	History

XL - Xl Group Ltd	Q3 2016	$33.63	Q2 2018	$55.95	+66.37%	Closed	History

SFG - Stancorp Financial Group	Q1 2015	$68.60	Q4 2015	$113.88	+66.01%	Closed	History

ITRN - Ituran Location and Control Ltd.	Q2 2020	$16.00	Q3 2024	$26.54	+65.88%	Closed	History

MUSA - Murphy USA Inc.	Q4 2013	$41.56	Q4 2014	$68.87	+65.71%	Closed	History

TECD - Tech Data Corp	Q1 2007	$32.80	Q1 2012	$54.26	+65.43%	Closed	History

CNMD - CONMED Corp.	Q2 2009	$15.52	Q4 2011	$25.67	+65.40%	Closed	History

URS - Urs Corp	Q2 2012	$34.87	Q3 2014	$57.61	+65.21%	Closed	History

KWD - Kellwood Co Com	Q1 2000	$17.56	Q1 2003	$28.94	+64.81%	Closed	History

CFG - Citizens Financial Group, Inc.	Q3 2014	$23.42	Q3 2018	$38.59	+64.77%	Closed	History

UMPQ - Umpqua Holdings Corporation	Q1 2020	$10.90	Q4 2022	$17.85	+63.76%	Closed	History

INTC - Intel Corp.	Q1 2025	$22.71	Q4 2025	$36.90	+62.48%	Closed	History

HII - Huntington Ingalls Industries, Inc.	Q1 2011	$41.50	Q3 2013	$67.40	+62.41%	Closed	History

JNJ - Johnson & Johnson	Q1 2013	$81.49	Q2 2017	$132.29	+62.34%	Closed	History

GM - General Motors Co.	Q2 2012	$19.74	Q3 2014	$31.94	+61.80%	Closed	History

CD - Cendant Corp	Q1 2003	$282.22	Q1 2005	$456.44	+61.73%	Closed	History

CW - Curtiss-Wright Corp.	Q2 2010	$29.04	Q3 2013	$46.96	+61.71%	Closed	History

AMGN - Amgen Inc.	Q3 2016	$167.22	Q3 2023	$268.76	+60.72%	Closed	History

ONB - Old National Bancorp	Q1 2022	$16.38	Open	$26.31	+60.62%	Open	History

KSS - Kohl's Corp.	Q2 2012	$45.43	Q2 2018	$72.90	+60.47%	Closed	History

NTY - Nbty Inc.	Q2 2005	$25.94	Q4 2006	$41.56	+60.22%	Closed	History

LUKOY - Lukoil Pjsc - Spon Adr	Q4 2016	$56.15	Q4 2021	$89.79	+59.91%	Closed	History

0220142Q - Commscope Inc Co	Q3 2001	$17.87	Q1 2006	$28.57	+59.88%	Closed	History

MRC - Mrc Global Inc.	Q1 2021	$9.03	Q3 2025	$14.42	+59.69%	Closed	History

SYA - Symetra Financial Corp	Q1 2014	$19.82	Q3 2015	$31.64	+59.64%	Closed	History

DOOR - Masonite International Corp	Q3 2013	$48.93	Q2 2020	$77.78	+58.96%	Closed	History

JAH - Jarden Corp	Q1 2010	$33.29	Q3 2012	$52.84	+58.73%	Closed	History

MOG.A - Moog Inc. Class A	Q3 2020	$63.53	Q1 2023	$100.75	+58.59%	Closed	History

CSL - Carlisle Companies Inc.	Q2 2009	$24.03	Q1 2010	$38.10	+58.55%	Closed	History

BXP - BXP, Inc.	Q4 2011	$26.50	Q4 2018	$41.99	+58.45%	Closed	History

MATW - Matthews International Corp.	Q2 2012	$32.49	Q1 2016	$51.47	+58.42%	Closed	History

MSM - MSC Industrial Direct Co., Inc.	Q4 2019	$78.47	Open	$124.11	+58.16%	Open	History

NNS - Newport News Shipblding Inc Co	Q4 1999	$27.50	Q3 2000	$43.37	+57.71%	Closed	History

CNO - CNO Financial Group, Inc.	Q2 2010	$4.95	Q2 2012	$7.80	+57.58%	Closed	History

JNJ - Johnson & Johnson	Q3 2021	$161.50	Open	$253.85	+57.18%	Open	History

AON-W - Aon Corp Com	Q3 2002	$20.49	Q3 2005	$32.08	+56.56%	Closed	History

VTR - Ventas, Inc.	Q2 2001	$12.50	Q3 2003	$19.55	+56.35%	Closed	History

VTR - Ventas, Inc.	Q2 2000	$3.65	Q3 2000	$5.71	+56.25%	Closed	History

PKX - Posco	Q1 2016	$47.34	Q2 2023	$73.95	+56.21%	Closed	History

SHG - Shinhan Financial Group Co., Ltd.	Q4 2013	$45.70	Open	$71.27	+55.95%	Open	History

GATX - GATX Corp.	Q1 2004	$22.17	Q2 2005	$34.50	+55.62%	Closed	History

CRBG - Corebridge Financial, Inc.	Q3 2023	$19.75	Open	$30.68	+55.34%	Open	History

GIL - Gildan Activewear Inc.	Q4 2018	$30.36	Q3 2024	$47.11	+55.17%	Closed	History

WCG - Wellcare Health Plans Inc	Q2 2013	$55.55	Q3 2015	$86.15	+55.09%	Closed	History

FMC - FMC Corp.	Q1 1999	$10.71	Q4 2006	$16.60	+55.02%	Closed	History

CSL - Carlisle Companies Inc.	Q1 2018	$104.41	Q4 2019	$161.84	+55.00%	Closed	History

DELL - Dell Technologies Inc.	Q4 2023	$76.50	Q3 2024	$118.54	+54.95%	Closed	History

MAN - ManpowerGroup Inc.	Q2 2012	$36.65	Q1 2013	$56.72	+54.76%	Closed	History

832125Q - Precision Drilling Co	Q3 2001	$21.12	Q4 2002	$32.54	+54.07%	Closed	History

UCM - Unicom Corp Com	Q1 1999	$36.56	Q3 2000	$56.19	+53.69%	Closed	History

SHEL - Shell plc	Q1 2022	$54.93	Open	$84.41	+53.67%	Open	History

SPB - Spectrum Brands Holdings, Inc.	Q1 2019	$54.78	Open	$84.12	+53.56%	Open	History

TEL - TE Connectivity plc	Q1 2023	$131.15	Open	$200.98	+53.24%	Open	History

CIR - Circor International Inc	Q1 2010	$33.21	Q2 2013	$50.86	+53.15%	Closed	History

YBA - Bancorpsouth Inc	Q1 2013	$16.30	Q1 2014	$24.96	+53.13%	Closed	History

CNW - Con-Way Inc	Q3 2010	$30.99	Q3 2015	$47.45	+53.11%	Closed	History

MRK - Merck & Co., Inc.	Q2 2025	$79.16	Open	$120.78	+52.58%	Open	History

FHN - First Horizon National Corp	Q3 2008	$9.21	Q1 2010	$14.05	+52.49%	Closed	History

WMT - Walmart Inc.	Q1 2013	$24.94	Q1 2020	$37.87	+51.86%	Closed	History

CFC - Countrywide Cr Inds Inc	Q4 2002	$51.64	Q3 2003	$78.28	+51.59%	Closed	History

DLTR - Dollar Tree, Inc.	Q2 2020	$92.66	Q4 2021	$140.40	+51.52%	Closed	History

LDOS - Leidos Holdings, Inc.	Q4 2018	$52.72	Q2 2019	$79.87	+51.50%	Closed	History

EPR - EPR Properties	Q1 2014	$53.39	Q2 2016	$80.68	+51.11%	Closed	History

PRE - Partnerre Ltd	Q2 2012	$879.88	Q1 2015	$1,329.42	+51.09%	Closed	History

EG - Everest Group, Ltd.	Q2 2000	$32.82	Q3 2000	$49.51	+50.85%	Closed	History

COLB - Columbia Banking System, Inc.	Q1 2023	$21.42	Open	$32.25	+50.56%	Open	History

FLR - Fluor Corp.	Q1 1999	$13.50	Q2 1999	$20.25	+50.00%	Closed	History

SKX - Skechers U.s.a. Inc. Class A	Q1 2021	$41.71	Q4 2023	$62.34	+49.46%	Closed	History

FMBI - First Midwest Bancorp Inc	Q2 2013	$13.72	Q4 2021	$20.48	+49.27%	Closed	History

ESRX - Express Scripts Holding Co	Q2 2017	$63.84	Q3 2018	$95.01	+48.83%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q2 2009	$41.36	Q2 2011	$61.36	+48.36%	Closed	History

LLL - L3 Technologies, Inc.	Q1 2017	$165.29	Q2 2019	$245.17	+48.33%	Closed	History

ORCL - Oracle Corp.	Q1 2006	$13.69	Q3 2008	$20.30	+48.28%	Closed	History

FBIN - Fortune Brands Innovations, Inc.	Q4 2022	$57.11	Q1 2024	$84.67	+48.26%	Closed	History

UCRB - Union Carbide Corp Com	Q1 1999	$45.19	Q4 1999	$66.67	+47.53%	Closed	History

TMUS - T-Mobile US, Inc.	Q4 2022	$140.00	Q3 2024	$206.36	+47.40%	Closed	History

POLY - Plantronics, Inc.	Q1 2007	$19.31	Q3 2011	$28.45	+47.33%	Closed	History

AXTA - Axalta Coating Systems Ltd.	Q1 2022	$24.58	Q3 2024	$36.19	+47.23%	Closed	History

TRW - Trw Automotive Holdings Corp	Q3 2013	$71.31	Q1 2015	$104.85	+47.03%	Closed	History

528622Q - Georgia Pac Corp Com-Timber Gr	Q4 1999	$24.67	Q3 2001	$36.22	+46.82%	Closed	History

ST - Sensata Technologies Holdings plc	Q3 2025	$30.55	Open	$44.67	+46.22%	Open	History

832125Q - ***precision Drilling Corp Cl	Q4 1999	$25.69	Q4 2000	$37.56	+46.20%	Closed	History

MYE - Myers Industries, Inc.	Q3 2005	$11.64	Q3 2006	$17.00	+46.05%	Closed	History

LTRC - Loews Corp Carolina Group	Q1 2003	$18.50	Q2 2003	$27.00	+45.95%	Closed	History

MICC - The Magnum Ice Cream Co. N.V.	Q1 2026	$12.71	Open	$18.51	+45.63%	Open	History

REGN - Regeneron Pharmaceuticals, Inc.	Q1 2021	$473.31	Q3 2022	$688.92	+45.55%	Closed	History

TTE - TotalEnergies SE	Q4 2025	$55.59	Open	$80.91	+45.55%	Open	History

AJG - Arthur J. Gallagher & Co.	Q2 2008	$24.10	Q2 2012	$35.07	+45.52%	Closed	History

SWK - Stanley Black & Decker, Inc.	Q4 2014	$96.08	Q1 2022	$139.79	+45.49%	Closed	History

MRK - Merck & Co., Inc.	Q1 2016	$50.49	Q1 2020	$73.44	+45.45%	Closed	History

MIGP - Mercer Insurance Group	Q1 2005	$12.88	Q2 2006	$18.72	+45.34%	Closed	History

2968344Q - Amerus Group Co	Q1 2004	$40.35	Q2 2006	$58.55	+45.11%	Closed	History

ENS - EnerSys	Q4 2011	$25.97	Q4 2012	$37.60	+44.78%	Closed	History

SGI - Somnigroup International Inc.	Q1 2006	$3.54	Q4 2006	$5.12	+44.59%	Closed	History

CRL - Charles River Laboratories International, Inc.	Q1 2009	$27.21	Q1 2010	$39.31	+44.47%	Closed	History

IM - Ingram Micro Inc Cl-A	Q1 2011	$21.03	Q4 2015	$30.38	+44.46%	Closed	History

TOM - Tommy Hilfiger Corp	Q4 2004	$11.28	Q4 2005	$16.25	+44.06%	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.