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 |
|---|---|---|---|---|---|---|---|
| Q4 2025 | $52.28 | Open | $75.22 | +43.88% | Open | History | |
| Q2 2008 | $19.69 | Q3 2009 | $28.25 | +43.47% | Closed | History | |
| Q2 2010 | $27.43 | Q2 2011 | $39.34 | +43.42% | Closed | History | |
| Q1 2016 | $118.66 | Q1 2020 | $169.84 | +43.13% | Closed | History | |
| Q4 2012 | $15.61 | Q2 2017 | $22.33 | +43.05% | Closed | History | |
| Q3 2003 | $10.40 | Q2 2005 | $14.86 | +42.88% | Closed | History | |
| Q3 2019 | $75.81 | Q1 2021 | $108.29 | +42.84% | Closed | History | |
| Q3 2012 | $19.44 | Q1 2015 | $27.76 | +42.80% | Closed | History | |
| Q1 2003 | $29.91 | Q2 2005 | $42.71 | +42.80% | Closed | History | |
| Q4 2008 | $18.21 | Q3 2009 | $25.97 | +42.61% | Closed | History | |
| Q3 2000 | $11.61 | Q3 2001 | $16.52 | +42.29% | Closed | History | |
| Q1 2023 | $223.96 | Q2 2024 | $318.55 | +42.24% | Closed | History | |
| Q1 2026 | $14.46 | Open | $20.56 | +42.19% | Open | History | |
| Q1 2006 | $15.91 | Q4 2006 | $22.61 | +42.11% | Closed | History | |
| Q2 2001 | $55.60 | Q3 2006 | $78.87 | +41.85% | Closed | History | |
| Q2 2002 | $18.20 | Q4 2003 | $25.80 | +41.76% | Closed | History | |
| Q3 2009 | $9.29 | Q4 2010 | $13.15 | +41.55% | Closed | History | |
| Q2 2017 | $35.65 | Q4 2019 | $50.44 | +41.49% | Closed | History | |
| Q4 2018 | $4.61 | Q4 2022 | $6.50 | +41.00% | Closed | History | |
| Q3 2018 | $15.70 | Q1 2024 | $22.09 | +40.70% | Closed | History | |
| Q3 2018 | $4.75 | Q4 2022 | $6.68 | +40.63% | Closed | History | |
| Q4 2012 | $63.98 | Q4 2013 | $89.84 | +40.42% | Closed | History | |
| Q1 2006 | $41.64 | Q4 2006 | $58.29 | +39.99% | Closed | History | |
| Q3 2017 | $96.93 | Q2 2021 | $135.64 | +39.94% | Closed | History | |
| Q3 2009 | $29.22 | Q4 2011 | $40.75 | +39.46% | Closed | History | |
| Q3 2010 | $44.16 | Q1 2012 | $61.55 | +39.38% | Closed | History | |
| Q3 2019 | $5.64 | Q3 2020 | $7.86 | +39.36% | Closed | History | |
| Q3 2018 | $44.11 | Q4 2019 | $61.39 | +39.17% | Closed | History | |
| Q1 2007 | $109.34 | Q4 2016 | $152.11 | +39.12% | Closed | History | |
| Q2 2015 | $25.66 | Q4 2021 | $35.68 | +39.05% | Closed | History | |
| Q4 2014 | $52.64 | Q3 2018 | $73.05 | +38.77% | Closed | History | |
| Q1 1999 | $27.05 | Q4 2000 | $37.50 | +38.61% | Closed | History | |
| Q3 2005 | $22.68 | Q4 2006 | $31.39 | +38.40% | Closed | History | |
| Q1 2002 | $17.45 | Q1 2003 | $24.13 | +38.28% | Closed | History | |
| Q1 2007 | $41.78 | Q4 2008 | $57.75 | +38.22% | Closed | History | |
| Q2 2007 | $6.48 | Q3 2007 | $8.94 | +38.03% | Closed | History | |
| Q3 2000 | $18.31 | Q2 2001 | $25.25 | +37.90% | Closed | History | |
| Q1 2025 | $99.65 | Open | $137.36 | +37.84% | Open | History | |
| Q4 2013 | $41.99 | Q3 2023 | $57.62 | +37.22% | Closed | History | |
| Q1 2025 | $26.45 | Open | $36.19 | +36.82% | Open | History | |
| Q4 2020 | $68.18 | Q1 2024 | $93.25 | +36.77% | Closed | History | |
| Q3 2021 | $97.36 | Open | $133.13 | +36.74% | Open | History | |
| Q3 2020 | $2.26 | Open | $3.09 | +36.73% | Open | History | |
| Q1 2017 | $58.46 | Q4 2017 | $79.86 | +36.61% | Closed | History | |
| Q1 2014 | $18.00 | Q1 2020 | $24.58 | +36.56% | Closed | History | |
| Q1 2009 | $2.40 | Q1 2010 | $3.27 | +36.25% | Closed | History | |
| Q4 2001 | $18.63 | Q4 2004 | $25.29 | +35.72% | Closed | History | |
| Q4 2024 | $19.29 | Open | $26.11 | +35.36% | Open | History | |
| Q1 2004 | $40.65 | Q4 2005 | $55.02 | +35.35% | Closed | History | |
| Q3 2011 | $11.49 | Q1 2016 | $15.55 | +35.34% | Closed | History | |
| Q3 2019 | $217.28 | Q4 2019 | $294.02 | +35.32% | Closed | History | |
| Q3 2009 | $19.72 | Q2 2012 | $26.66 | +35.19% | Closed | History | |
| Q1 2023 | $82.97 | Q1 2025 | $112.05 | +35.05% | Closed | History | |
| Q1 2009 | $30.47 | Q2 2009 | $41.00 | +34.56% | Closed | History | |
| Q4 2023 | $78.96 | Open | $106.18 | +34.47% | Open | History | |
| Q3 2022 | $10.40 | Q1 2024 | $13.96 | +34.25% | Closed | History | |
| Q3 2018 | $12.78 | Q3 2022 | $17.15 | +34.19% | Closed | History | |
| Q4 2011 | $27.43 | Q1 2013 | $36.79 | +34.12% | Closed | History | |
| Q1 1999 | $18.00 | Q2 1999 | $24.13 | +34.06% | Closed | History | |
| Q2 2024 | $22.47 | Q4 2024 | $30.04 | +33.69% | Closed | History | |
| Q3 1999 | $7.44 | Q3 2000 | $9.94 | +33.60% | Closed | History | |
| Q2 2025 | $38.40 | Open | $51.25 | +33.46% | Open | History | |
| Q1 2016 | $40.38 | Open | $53.89 | +33.46% | Open | History | |
| Q4 2011 | $24.00 | Q1 2014 | $32.00 | +33.33% | Closed | History | |
| Q3 2019 | $4.77 | Q3 2022 | $6.35 | +33.12% | Closed | History | |
| Q4 2002 | $18.43 | Q4 2003 | $24.53 | +33.10% | Closed | History | |
| Q2 2013 | $24.81 | Q1 2014 | $33.01 | +33.05% | Closed | History | |
| Q4 2001 | $33.30 | Q4 2011 | $44.30 | +33.03% | Closed | History | |
| Q4 2016 | $16.25 | Q1 2018 | $21.60 | +32.92% | Closed | History | |
| Q2 2008 | $17.12 | Q1 2010 | $22.74 | +32.83% | Closed | History | |
| Q3 2021 | $27.31 | Q1 2022 | $36.26 | +32.77% | Closed | History | |
| Q2 2012 | $41.10 | Q2 2017 | $54.51 | +32.63% | Closed | History | |
| Q4 2009 | $34.78 | Q2 2012 | $46.13 | +32.63% | Closed | History | |
| Q2 2001 | $17.90 | Q1 2005 | $23.70 | +32.40% | Closed | History | |
| Q1 2023 | $182.73 | Q2 2024 | $241.44 | +32.13% | Closed | History | |
| Q2 1999 | $17.33 | Q3 2002 | $22.84 | +31.79% | Closed | History | |
| Q3 2013 | $71.50 | Q2 2014 | $93.72 | +31.08% | Closed | History | |
| Q1 2011 | $15.86 | Q2 2019 | $20.79 | +31.08% | Closed | History | |
| Q2 2001 | $10.38 | Q3 2001 | $13.60 | +31.02% | Closed | History | |
| Q2 2006 | $55.83 | Q4 2006 | $73.12 | +30.97% | Closed | History | |
| Q1 2016 | $27.36 | Q4 2016 | $35.53 | +29.86% | Closed | History | |
| Q3 2007 | $41.50 | Q3 2008 | $53.75 | +29.52% | Closed | History | |
| Q3 2020 | $17.03 | Q3 2024 | $22.05 | +29.48% | Closed | History | |
| Q2 1999 | $9.23 | Q4 2008 | $11.92 | +29.12% | Closed | History | |
| Q4 2000 | $7.27 | Q2 2009 | $9.38 | +29.02% | Closed | History | |
| Q1 2010 | $10.36 | Q3 2011 | $13.36 | +28.96% | Closed | History | |
| Q1 2004 | $16.78 | Q3 2005 | $21.63 | +28.94% | Closed | History | |
| Q3 2013 | $50.33 | Q3 2014 | $64.85 | +28.85% | Closed | History | |
| Q1 2025 | $104.36 | Open | $134.00 | +28.40% | Open | History | |
| Q2 2025 | $113.54 | Open | $145.75 | +28.37% | Open | History | |
| Q1 2002 | $35.00 | Q1 2004 | $44.90 | +28.29% | Closed | History | |
| Q3 2015 | $31.51 | Q1 2016 | $40.40 | +28.21% | Closed | History | |
| Q2 2005 | $20.66 | Q2 2011 | $26.44 | +28.01% | Closed | History | |
| Q4 2004 | $21.77 | Q3 2005 | $27.86 | +27.97% | Closed | History | |
| Q1 2014 | $99.49 | Q1 2015 | $127.31 | +27.96% | Closed | History | |
| Q1 2015 | $62.47 | Q4 2024 | $79.84 | +27.81% | Closed | History | |
| Q1 2009 | $28.54 | Q2 2009 | $36.43 | +27.65% | Closed | History | |
| Q4 2018 | $130.94 | Q1 2019 | $166.67 | +27.29% | Closed | History | |
| Q2 2001 | $7.40 | Q4 2002 | $9.42 | +27.25% | Closed | History | |
| Q3 2006 | $64.94 | Q3 2008 | $82.49 | +27.02% | 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.