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
SHW - The Sherwin-Williams Co.	Q3 2006	$18.62	Q4 2006	$21.21	+13.87%	Closed	History

TSN - Tyson Foods, Inc.	Q3 2023	$50.49	Open	$57.48	+13.84%	Open	History

PDGI - Pharmanet Development Gr	Q3 2006	$19.43	Q4 2006	$22.07	+13.59%	Closed	History

RNR - RenaissanceRe Holdings Ltd.	Q3 2016	$120.16	Q4 2016	$136.36	+13.48%	Closed	History

GD - General Dynamics Corp.	Q2 2006	$65.53	Q4 2006	$74.30	+13.38%	Closed	History

SCS - Steelcase Inc - Cl A	Q4 2017	$15.20	Q3 2025	$17.20	+13.16%	Closed	History

MDT - Medtronic plc	Q4 2016	$71.15	Q1 2017	$80.48	+13.11%	Closed	History

TYI - Tyco Intl Ltd	Q1 2006	$26.88	Q4 2006	$30.40	+13.10%	Closed	History

BEN - Franklin Resources, Inc.	Q4 2008	$21.28	Q2 2009	$23.99	+12.77%	Closed	History

KB - KB Financial Group Inc.	Q3 2008	$45.69	Q3 2009	$51.50	+12.72%	Closed	History

ULTA - Ulta Beauty, Inc.	Q2 2024	$385.87	Q4 2024	$434.93	+12.71%	Closed	History

LSTR - Landstar System, Inc.	Q3 2022	$144.61	Q4 2022	$162.90	+12.65%	Closed	History

TSM - Taiwan Semiconductor	Q1 2012	$15.28	Q1 2013	$17.19	+12.50%	Closed	History

ATSN - Artesyn Technologies	Q3 2003	$7.58	Q4 2003	$8.52	+12.40%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q3 2019	$50.71	Open	$56.95	+12.31%	Open	History

DOX - Amdocs Ltd.	Q3 2009	$26.88	Q1 2010	$30.11	+12.02%	Closed	History

AON-W - Aon Corp	Q2 2007	$42.61	Q4 2007	$47.68	+11.90%	Closed	History

AMB - Fortune Brands Inc	Q2 2001	$38.36	Q1 2003	$42.87	+11.76%	Closed	History

AMB - Fortune Brands Inc	Q1 2010	$48.51	Q3 2011	$54.08	+11.48%	Closed	History

GCO - Genesco Inc.	Q3 2023	$30.82	Open	$34.35	+11.45%	Open	History

BAX - Baxter International Inc.	Q4 2014	$39.81	Q4 2016	$44.34	+11.38%	Closed	History

ACN - Accenture plc	Q3 2009	$37.27	Q4 2009	$41.50	+11.35%	Closed	History

CI - The Cigna Group	Q4 2002	$13.70	Q1 2003	$15.25	+11.32%	Closed	History

LNVGY - Lenovo Group Ltd Adr	Q3 2018	$14.55	Q4 2022	$16.19	+11.27%	Closed	History

OHI - Omega Healthcare Investors, Inc.	Q2 2017	$33.05	Q2 2019	$36.74	+11.16%	Closed	History

8277831Q - Affiliated Computer Svcs In	Q4 2006	$48.84	Q3 2009	$54.17	+10.91%	Closed	History

PBR.A - Petróleo Brasileiro S.A. - Petrobras CL A	Q3 2018	$10.46	Q4 2018	$11.60	+10.90%	Closed	History

INGR - Ingredion Inc.	Q4 2022	$97.93	Q4 2023	$108.53	+10.82%	Closed	History

LEA - Lear Corp.	Q4 2018	$122.86	Open	$135.91	+10.62%	Open	History

JAZZ - Jazz Pharmaceuticals plc	Q1 2020	$99.70	Q2 2020	$110.27	+10.60%	Closed	History

NCOG - Nco Group Inc.	Q1 2006	$23.75	Q3 2006	$26.22	+10.40%	Closed	History

NEX - Nextier Oilfield Solutions, Inc.	Q4 2019	$6.70	Q3 2022	$7.39	+10.30%	Closed	History

COR - Cencora, Inc.	Q4 2016	$78.19	Q1 2018	$86.18	+10.22%	Closed	History

HRB - H&R Block, Inc.	Q1 2006	$21.67	Q2 2006	$23.88	+10.20%	Closed	History

DAN - Dana Inc.	Q4 2019	$18.20	Q3 2025	$20.04	+10.11%	Closed	History

CVE - Cenovus Energy Inc.	Q3 2015	$15.16	Q1 2022	$16.68	+10.03%	Closed	History

PAHC - Phibro Animal Health Corp.	Q4 2020	$19.42	Q1 2025	$21.36	+9.99%	Closed	History

TFX - Teleflex Inc.	Q2 2025	$118.36	Open	$130.16	+9.97%	Open	History

WU - The Western Union Co.	Q4 2006	$22.45	Q2 2008	$24.68	+9.93%	Closed	History

2676187Q - Southtrust Corp Com	Q2 2000	$22.63	Q4 2002	$24.85	+9.81%	Closed	History

JNPR - Juniper Networks Inc	Q4 2018	$26.91	Q4 2023	$29.48	+9.55%	Closed	History

MMS - Maximus, Inc.	Q3 2020	$68.41	Q1 2022	$74.94	+9.55%	Closed	History

8375930Q - Phillips Pete Co Co	Q3 2001	$53.94	Q2 2002	$58.88	+9.16%	Closed	History

PG - The Procter & Gamble Co.	Q1 2013	$77.07	Q4 2016	$84.08	+9.10%	Closed	History

RB7 - Republic Bancorp Inc Com	Q4 2000	$10.81	Q1 2003	$11.78	+8.97%	Closed	History

HIG - The Hartford Insurance Group, Inc.	Q2 2025	$126.87	Open	$138.15	+8.89%	Open	History

CHKP - Check Point Software Technologies Ltd.	Q2 2020	$107.44	Q4 2021	$116.64	+8.56%	Closed	History

365164Q - St Paul Cos Inc Com	Q1 1999	$31.06	Q4 1999	$33.69	+8.47%	Closed	History

INTC - Intel Corp.	Q2 2006	$18.97	Q3 2006	$20.57	+8.43%	Closed	History

HMN - Horace Mann Educators Corp.	Q2 2004	$17.48	Q4 2007	$18.94	+8.35%	Closed	History

ZD - Ziff Davis, Inc.	Q1 2019	$75.37	Q4 2019	$81.49	+8.12%	Closed	History

TEVA - Teva Pharmaceutical Industries Ltd.	Q2 2006	$31.60	Q3 2006	$34.09	+7.88%	Closed	History

RHDCQ - R H Donnelley	Q1 2006	$58.23	Q4 2006	$62.73	+7.73%	Closed	History

HRH - Hilb Rogal & Hobbs Co	Q2 2008	$43.46	Q3 2008	$46.74	+7.55%	Closed	History

VZ - Verizon Communications Inc.	Q2 2007	$38.42	Q3 2007	$41.30	+7.48%	Closed	History

INGR - Ingredion Inc.	Q2 2020	$82.96	Q3 2021	$89.04	+7.33%	Closed	History

JCN - Johnson Ctls Inc	Q4 2002	$80.15	Q4 2006	$85.92	+7.20%	Closed	History

NLY - Annaly Capital Management, Inc.	Q1 2017	$44.32	Q4 2017	$47.48	+7.13%	Closed	History

E - Eni Spa -Sponsored Adr	Q1 2012	$46.87	Q1 2014	$50.18	+7.06%	Closed	History

BLS - Bellsouth Corp	Q4 2002	$25.88	Q1 2004	$27.69	+6.99%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2004	$111.76	Q2 2005	$119.20	+6.66%	Closed	History

BRX - Brixmor Property Group Inc.	Q3 2019	$20.28	Q4 2019	$21.61	+6.56%	Closed	History

MCK - McKesson Corp.	Q4 2006	$50.69	Q3 2008	$53.88	+6.29%	Closed	History

8246884Q - Atc Technology Corp	Q2 2008	$23.28	Q3 2010	$24.73	+6.23%	Closed	History

DG - Dollar General Corp.	Q3 2016	$69.90	Q4 2016	$74.16	+6.09%	Closed	History

WDC - Western Digital Corp.	Q1 2014	$69.41	Q3 2014	$73.56	+5.98%	Closed	History

QCOM - QUALCOMM Inc.	Q3 2015	$53.73	Q4 2018	$56.91	+5.92%	Closed	History

CB - Chubb Ltd.	Q2 2019	$147.25	Q4 2019	$155.73	+5.76%	Closed	History

EXC - Exelon Corp.	Q1 2014	$23.94	Q4 2016	$25.31	+5.75%	Closed	History

HYMLY - Hyundai Motor-Gdr	Q3 2018	$58.37	Q3 2022	$61.68	+5.67%	Closed	History

LOW - Lowe's Companies, Inc.	Q1 2007	$22.94	Q1 2010	$24.24	+5.67%	Closed	History

HPO - Hospi- Tality Prope- Rties Trust	Q4 2009	$23.71	Q2 2019	$25.00	+5.44%	Closed	History

UAL - United Airlines Holdings, Inc.	Q4 2018	$83.77	Q3 2019	$88.28	+5.38%	Closed	History

HCA - HCA Healthcare, Inc.	Q1 2025	$345.55	Open	$363.60	+5.22%	Open	History

ELV - Elevance Health, Inc.	Q1 2019	$286.93	Q4 2019	$301.89	+5.21%	Closed	History

TAK - Takeda Pharmaceutical Co. Ltd.	Q4 2025	$15.59	Open	$16.39	+5.13%	Open	History

UNH - UnitedHealth Group Inc.	Q1 2021	$371.99	Q3 2021	$391.05	+5.12%	Closed	History

MEDP - Medpace Holdings, Inc.	Q2 2022	$149.60	Q3 2022	$157.11	+5.02%	Closed	History

CACI - CACI International Inc	Q2 2022	$282.35	Q1 2023	$296.28	+4.93%	Closed	History

PPG - PPG Industries, Inc.	Q1 2025	$109.35	Open	$114.66	+4.86%	Open	History

PCL - Plum Creek Timber Co	Q4 2001	$28.35	Q1 2002	$29.71	+4.80%	Closed	History

NCI - Navigant Consulting Inc	Q2 2018	$885.60	Q2 2019	$927.60	+4.74%	Closed	History

EXEL - Exelixis, Inc.	Q1 2022	$22.69	Q1 2024	$23.73	+4.58%	Closed	History

SOLV - Solventum Corp.	Q3 2025	$73.00	Open	$76.28	+4.49%	Open	History

THNPY - Technip Energies NV Adr	Q1 2021	$14.97	Q4 2022	$15.64	+4.48%	Closed	History

SSNHZ - Samsung Electr-Gdr	Q3 2018	$1,046.76	Q4 2022	$1,093.32	+4.45%	Closed	History

3020086Q - Kookmin Bank	Q1 2007	$56.05	Q2 2008	$58.51	+4.39%	Closed	History

CIX - Compx Intl Inc	Q2 2001	$11.95	Q1 2002	$12.46	+4.27%	Closed	History

DOCU - DocuSign, Inc.	Q1 2024	$59.55	Q3 2024	$62.09	+4.27%	Closed	History

ERIC - Telefonaktiebolaget LM Ericsson (publ)	Q4 2008	$7.80	Q1 2009	$8.13	+4.23%	Closed	History

AAPL - Apple Inc.	Q1 2019	$47.47	Q2 2019	$49.43	+4.12%	Closed	History

MOO - Monsanto Co	Q2 2001	$37.01	Q2 2004	$38.53	+4.11%	Closed	History

RNR - RenaissanceRe Holdings Ltd.	Q1 2019	$143.48	Q1 2020	$149.26	+4.03%	Closed	History

MSFT - Microsoft Corp.	Q1 2026	$370.17	Open	$384.93	+3.99%	Open	History

BP - BP p.l.c.	Q1 2004	$51.20	Q3 2009	$53.23	+3.96%	Closed	History

ARCO - Arcos Dorados Holdings Inc.	Q2 2025	$7.89	Open	$8.20	+3.93%	Open	History

VCI - Valassis Communications Inc	Q1 2010	$27.83	Q3 2013	$28.88	+3.77%	Closed	History

DOW - Dow Inc.	Q1 2020	$29.24	Open	$30.31	+3.66%	Open	History

89236Q - Cit Group Inc Cl A	Q1 2000	$19.50	Q4 2000	$20.12	+3.18%	Closed	History

CCMP - Cabot Microelectronics Corp	Q1 2007	$32.15	Q2 2008	$33.15	+3.11%	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.