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 2015 | $23.25 | Open | $29.52 | +26.97% | Open | History | |
| Q2 2005 | $23.64 | Q3 2006 | $30.01 | +26.95% | Closed | History | |
| Q4 2008 | $42.67 | Q3 2009 | $54.15 | +26.90% | Closed | History | |
| Q1 2022 | $210.57 | Q3 2022 | $267.20 | +26.89% | Closed | History | |
| Q1 2003 | $40.61 | Q1 2004 | $51.50 | +26.82% | Closed | History | |
| Q1 2006 | $15.75 | Q3 2008 | $19.96 | +26.78% | Closed | History | |
| Q3 2010 | $16.05 | Q2 2012 | $20.25 | +26.17% | Closed | History | |
| Q1 2014 | $60.95 | Q1 2016 | $76.77 | +25.96% | Closed | History | |
| Q3 2018 | $27.27 | Q3 2020 | $34.34 | +25.93% | Closed | History | |
| Q3 2001 | $11.95 | Q1 2002 | $15.04 | +25.86% | Closed | History | |
| Q4 2019 | $17.25 | Open | $21.66 | +25.57% | Open | History | |
| Q1 2011 | $46.89 | Q1 2014 | $58.86 | +25.53% | Closed | History | |
| Q4 2010 | $5.74 | Q1 2015 | $7.20 | +25.44% | Closed | History | |
| Q2 2020 | $121.07 | Q4 2020 | $151.78 | +25.37% | Closed | History | |
| Q2 2019 | $47.84 | Q4 2019 | $59.92 | +25.25% | Closed | History | |
| Q2 2005 | $92.46 | Q4 2006 | $115.56 | +24.98% | Closed | History | |
| Q3 2021 | $389.31 | Q3 2022 | $485.78 | +24.78% | Closed | History | |
| Q3 2001 | $10.02 | Q1 2002 | $12.47 | +24.45% | Closed | History | |
| Q4 2007 | $27.87 | Q1 2012 | $34.59 | +24.11% | Closed | History | |
| Q4 2023 | $59.35 | Open | $73.56 | +23.94% | Open | History | |
| Q1 2014 | $14.06 | Q1 2015 | $17.41 | +23.83% | Closed | History | |
| Q4 2024 | $224.68 | Q1 2025 | $278.09 | +23.77% | Closed | History | |
| Q2 2017 | $66.37 | Q4 2017 | $82.09 | +23.70% | Closed | History | |
| Q1 2012 | $34.60 | Q3 2013 | $42.75 | +23.55% | Closed | History | |
| Q1 2024 | $128.19 | Q3 2024 | $158.02 | +23.27% | Closed | History | |
| Q4 2008 | $74.53 | Q3 2009 | $91.83 | +23.21% | Closed | History | |
| Q4 2002 | $10.50 | Q3 2003 | $12.92 | +23.00% | Closed | History | |
| Q2 2009 | $10.71 | Q3 2009 | $13.15 | +22.79% | Closed | History | |
| Q3 2023 | $399.45 | Q4 2023 | $489.99 | +22.67% | Closed | History | |
| Q1 2017 | $220.07 | Q2 2017 | $269.13 | +22.29% | Closed | History | |
| Q3 2013 | $48.12 | Q1 2014 | $58.81 | +22.22% | Closed | History | |
| Q1 2017 | $20.81 | Q1 2018 | $25.42 | +22.15% | Closed | History | |
| Q3 2019 | $38.07 | Q1 2021 | $46.46 | +22.04% | Closed | History | |
| Q1 2004 | $28.80 | Q4 2006 | $35.12 | +21.94% | Closed | History | |
| Q1 2017 | $18.73 | Q2 2018 | $22.82 | +21.84% | Closed | History | |
| Q3 2019 | $16.34 | Q4 2019 | $19.89 | +21.73% | Closed | History | |
| Q3 2000 | $9.87 | Q1 2004 | $12.01 | +21.68% | Closed | History | |
| Q3 2003 | $15.24 | Q2 2004 | $18.50 | +21.39% | Closed | History | |
| Q2 2020 | $112.67 | Q4 2020 | $136.76 | +21.38% | Closed | History | |
| Q1 2018 | $81.12 | Q2 2018 | $98.02 | +20.83% | Closed | History | |
| Q4 2020 | $31.77 | Q2 2021 | $38.37 | +20.77% | Closed | History | |
| Q1 2006 | $19.15 | Q4 2007 | $23.11 | +20.68% | Closed | History | |
| Q2 2025 | $63.24 | Q3 2025 | $76.27 | +20.60% | Closed | History | |
| Q1 2017 | $81.55 | Q2 2024 | $98.32 | +20.56% | Closed | History | |
| Q2 2023 | $88.48 | Open | $106.56 | +20.43% | Open | History | |
| Q3 2018 | $23.55 | Q2 2023 | $28.36 | +20.42% | Closed | History | |
| Q1 2021 | $128.42 | Q2 2021 | $154.56 | +20.36% | Closed | History | |
| Q2 2023 | $21.69 | Open | $26.06 | +20.15% | Open | History | |
| Q4 2016 | $30.33 | Q2 2018 | $36.39 | +19.98% | Closed | History | |
| Q2 2004 | $41.59 | Q3 2006 | $49.89 | +19.96% | Closed | History | |
| Q3 2011 | $26.85 | Q3 2012 | $32.21 | +19.96% | Closed | History | |
| Q1 2018 | $647.60 | Q3 2018 | $776.62 | +19.92% | Closed | History | |
| Q4 2005 | $48.07 | Q3 2006 | $57.63 | +19.89% | Closed | History | |
| Q2 2018 | $112.36 | Q3 2018 | $134.46 | +19.67% | Closed | History | |
| Q2 2004 | $16.49 | Q3 2006 | $19.72 | +19.59% | Closed | History | |
| Q1 1999 | $18.19 | Q2 1999 | $21.69 | +19.24% | Closed | History | |
| Q2 2000 | $17.05 | Q4 2000 | $20.24 | +18.71% | Closed | History | |
| Q3 2023 | $81.05 | Open | $95.87 | +18.29% | Open | History | |
| Q4 2022 | $7.55 | Open | $8.92 | +18.15% | Open | History | |
| Q3 2019 | $34.17 | Q4 2019 | $40.21 | +17.68% | Closed | History | |
| Q1 2002 | $9.18 | Q3 2005 | $10.80 | +17.65% | Closed | History | |
| Q3 2025 | $300.82 | Open | $353.73 | +17.59% | Open | History | |
| Q1 2010 | $101.50 | Q4 2010 | $119.23 | +17.47% | Closed | History | |
| Q2 2007 | $19.83 | Q4 2007 | $23.26 | +17.33% | Closed | History | |
| Q2 2001 | $62.50 | Q4 2001 | $73.33 | +17.33% | Closed | History | |
| Q1 2006 | $35.53 | Q3 2006 | $41.65 | +17.22% | Closed | History | |
| Q2 2000 | $7.03 | Q1 2002 | $8.24 | +17.15% | Closed | History | |
| Q2 2024 | $100.54 | Q3 2024 | $117.61 | +16.98% | Closed | History | |
| Q1 2021 | $73.58 | Q3 2022 | $86.07 | +16.98% | Closed | History | |
| Q2 2001 | $40.45 | Q2 2005 | $47.22 | +16.74% | Closed | History | |
| Q1 2020 | $17.21 | Q4 2020 | $20.09 | +16.73% | Closed | History | |
| Q3 2012 | $32.82 | Q2 2013 | $38.31 | +16.73% | Closed | History | |
| Q3 2020 | $341.98 | Q4 2020 | $398.52 | +16.53% | Closed | History | |
| Q1 2006 | $59.22 | Q3 2012 | $68.88 | +16.31% | Closed | History | |
| Q3 2023 | $79.71 | Q1 2024 | $92.44 | +15.97% | Closed | History | |
| Q2 2013 | $31.01 | Q4 2019 | $35.91 | +15.80% | Closed | History | |
| Q2 2025 | $122.60 | Q3 2025 | $141.77 | +15.64% | Closed | History | |
| Q2 1999 | $27.25 | Q1 2004 | $31.49 | +15.56% | Closed | History | |
| Q4 2020 | $64.41 | Q1 2021 | $74.40 | +15.51% | Closed | History | |
| Q4 2016 | $62.72 | Q2 2017 | $72.42 | +15.47% | Closed | History | |
| Q3 2005 | $55.24 | Q3 2006 | $63.78 | +15.46% | Closed | History | |
| Q4 2000 | $28.00 | Q3 2003 | $32.32 | +15.43% | Closed | History | |
| Q1 2020 | $13.17 | Q3 2020 | $15.18 | +15.26% | Closed | History | |
| Q1 2026 | $121.02 | Open | $139.38 | +15.17% | Open | History | |
| Q3 2024 | $18.15 | Open | $20.89 | +15.10% | Open | History | |
| Q4 2022 | $56.18 | Open | $64.59 | +14.97% | Open | History | |
| Q3 2020 | $63.17 | Q4 2021 | $72.56 | +14.86% | Closed | History | |
| Q4 2025 | $313.00 | Open | $359.51 | +14.86% | Open | History | |
| Q1 2016 | $119.15 | Q1 2018 | $136.82 | +14.83% | Closed | History | |
| Q4 2020 | $93.85 | Q1 2022 | $107.70 | +14.76% | Closed | History | |
| Q4 2009 | $42.64 | Q3 2010 | $48.92 | +14.73% | Closed | History | |
| Q3 2009 | $21.80 | Q4 2009 | $25.01 | +14.72% | Closed | History | |
| Q1 1999 | $19.56 | Q1 2000 | $22.42 | +14.62% | Closed | History | |
| Q1 1999 | $8.56 | Q3 1999 | $9.81 | +14.60% | Closed | History | |
| Q3 2021 | $372.80 | Open | $426.79 | +14.48% | Open | History | |
| Q2 2001 | $30.70 | Q3 2004 | $35.09 | +14.30% | Closed | History | |
| Q2 2006 | $54.89 | Q3 2006 | $62.74 | +14.30% | Closed | History | |
| Q4 2015 | $36.66 | Q4 2017 | $41.84 | +14.13% | Closed | History | |
| Q1 2021 | $104.25 | Q3 2021 | $118.90 | +14.05% | Closed | History | |
| Q2 2001 | $74.75 | Q3 2009 | $85.21 | +13.99% | 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.