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
AZO - AutoZone, Inc.	Q4 2020	$1,184.86	Q4 2020	$1,184.86	+0.00%	Closed	History

AZO - AutoZone, Inc.	Q3 2021	$1,698.41	Q3 2021	$1,698.41	+0.00%	Closed	History

BA - The Boeing Co.	Q1 1999	$34.00	Q1 1999	$34.00	+0.00%	Closed	History

BA - The Boeing Co.	Q4 1999	$41.44	Q4 1999	$41.44	+0.00%	Closed	History

BHF - Brighthouse Financial, Inc.	Q4 2018	$30.49	Q4 2018	$30.49	+0.00%	Closed	History

BIIB - Biogen Inc.	Q3 2016	$313.08	Q3 2016	$313.08	+0.00%	Closed	History

BIIB - Biogen Inc.	Q1 2017	$274.04	Q1 2017	$274.04	+0.00%	Closed	History

BIIB - Biogen Inc.	Q2 2023	$284.85	Q2 2023	$284.85	+0.00%	Closed	History

BJS - Bj Services	Q1 2010	$21.40	Q1 2010	$21.40	+0.00%	Closed	History

BKKLY - Bangkok Bank Pcl - Unspon Adr	Q3 2018	$32.83	Q3 2018	$32.83	+0.00%	Closed	History

BRC - Brady Corp.	Q1 2007	$33.43	Q1 2007	$33.43	+0.00%	Closed	History

BRCD - Brocade Communications Sys	Q4 2006	$8.24	Q4 2006	$8.24	+0.00%	Closed	History

BRSWQ - Bristow Group Inc	Q3 2018	$12.13	Q3 2018	$12.13	+0.00%	Closed	History

BVFF - Biovail Corp	Q3 2006	$15.26	Q3 2006	$15.26	+0.00%	Closed	History

CACI - CACI International Inc	Q3 2021	$261.88	Q3 2021	$261.88	+0.00%	Closed	History

CB - Chubb Ltd.	Q4 2018	$129.51	Q4 2018	$129.51	+0.00%	Closed	History

CCL - Carnival Corp. Ltd.	Q1 2022	$20.19	Q1 2022	$20.19	+0.00%	Closed	History

CCTYQ - Circuit City Stores Inc Co	Q3 2001	$12.00	Q3 2001	$12.00	+0.00%	Closed	History

CFFN - Capitol Federal Financial Inc	Q3 2016	$14.04	Q3 2016	$14.04	+0.00%	Closed	History

CHADQ - Chad Therapeutics	Q3 2006	$1.84	Q3 2006	$1.84	+0.00%	Closed	History

CHKEUR - Chesapeake Energy Corp	Q1 2007	$45.71	Q1 2007	$45.71	+0.00%	Closed	History

CHKP - Check Point Software Technologies Ltd.	Q3 2006	$19.07	Q3 2006	$19.07	+0.00%	Closed	History

CINF - Cincinnati Financial Corp.	Q4 2025	$163.32	Q4 2025	$163.32	+0.00%	Closed	History

CMI - Cummins Inc.	Q1 2020	$135.28	Q1 2020	$135.28	+0.00%	Closed	History

COLB - Columbia Banking System, Inc.	Q3 2009	$16.55	Q3 2009	$16.55	+0.00%	Closed	History

COR - Cencora, Inc.	Q2 2005	$17.29	Q2 2005	$17.29	+0.00%	Closed	History

COR - Cencora, Inc.	Q1 2010	$28.91	Q1 2010	$28.91	+0.00%	Closed	History

CORSQ - Corus Bankshares Inc Com	Q4 2000	$49.45	Q4 2000	$49.45	+0.00%	Closed	History

COV - Covidien Ltd	Q1 2007	$44.25	Q1 2007	$44.25	+0.00%	Closed	History

CPB - The Campbell's Co.	Q4 2006	$38.71	Q4 2006	$38.71	+0.00%	Closed	History

CRI - Carter's, Inc.	Q1 2007	$16.15	Q1 2007	$16.15	+0.00%	Closed	History

CRL - Charles River Laboratories International, Inc.	Q2 2007	$51.61	Q2 2007	$51.61	+0.00%	Closed	History

CSGS - CSG Systems International, Inc.	Q2 2008	$11.02	Q2 2008	$11.02	+0.00%	Closed	History

CSN - Credit Suisse Group Spon Adr	Q3 2019	$12.21	Q3 2019	$12.21	+0.00%	Closed	History

CSN - Credit Suisse Group Ag Spon Adr	Q4 2022	$3.04	Q4 2022	$3.04	+0.00%	Closed	History

CTS - Cts Corp	Q1 2003	$6.10	Q1 2003	$6.10	+0.00%	Closed	History

CTXS - Citrix Systems Inc.	Q4 2021	$94.59	Q4 2021	$94.59	+0.00%	Closed	History

CVS - CVS Health Corp.	Q4 2006	$30.91	Q4 2006	$30.91	+0.00%	Closed	History

CVS - CVS Health Corp.	Q2 2007	$36.46	Q2 2007	$36.46	+0.00%	Closed	History

CVX - Chevron Corp.	Q4 2015	$89.93	Q4 2015	$89.93	+0.00%	Closed	History

D - Dominion Energy, Inc.	Q4 2006	$41.88	Q4 2006	$41.88	+0.00%	Closed	History

DBX - Dropbox, Inc.	Q3 2023	$27.23	Q3 2023	$27.23	+0.00%	Closed	History

DFS - Discover Financial	Q1 2007	$16.37	Q1 2007	$16.37	+0.00%	Closed	History

DFS - Discover Finl Svcs	Q1 2025	$170.70	Q1 2025	$170.70	+0.00%	Closed	History

DISCA - Discovery Inc. Class A	Q1 2021	$43.43	Q1 2021	$43.43	+0.00%	Closed	History

DLTR - Dollar Tree, Inc.	Q4 2024	$74.94	Q4 2024	$74.94	+0.00%	Closed	History

DOCU - DocuSign, Inc.	Q1 2023	$58.30	Q1 2023	$58.30	+0.00%	Closed	History

DVA - DaVita Inc.	Q4 2022	$74.67	Q4 2022	$74.67	+0.00%	Closed	History

DVA - DaVita Inc.	Q4 2023	$104.76	Q4 2023	$104.76	+0.00%	Closed	History

EBAY - eBay Inc.	Q4 2022	$41.47	Q4 2022	$41.47	+0.00%	Closed	History

EBAY - eBay Inc.	Q1 2025	$67.73	Q1 2025	$67.73	+0.00%	Closed	History

EEM - iShares MSCI Emerging Markets ETF	Q4 2015	$32.18	Q4 2015	$32.18	+0.00%	Closed	History

EEM - iShares MSCI Emerging Markets ETF	Q1 2017	$39.39	Q1 2017	$39.39	+0.00%	Closed	History

EFX - Equifax Inc.	Q3 2006	$36.74	Q3 2006	$36.74	+0.00%	Closed	History

EG - Everest Group, Ltd.	Q4 2008	$75.98	Q4 2008	$75.98	+0.00%	Closed	History

EIG - Employers Holdings Inc.	Q2 2007	$21.24	Q2 2007	$21.24	+0.00%	Closed	History

ELNG - Earthlink, Inc.	Q2 2006	$8.67	Q2 2006	$8.67	+0.00%	Closed	History

EQNR - Equinor ASA	Q2 2024	$28.56	Q2 2024	$28.56	+0.00%	Closed	History

ERIC - Telefonaktiebolaget LM Ericsson (publ)	Q4 2007	$11.68	Q4 2007	$11.68	+0.00%	Closed	History

ESRX - Express Scripts Holding Co	Q3 2016	$70.43	Q3 2016	$70.43	+0.00%	Closed	History

EWT - iShares MSCI Taiwan ETF	Q2 2018	$36.00	Q2 2018	$36.00	+0.00%	Closed	History

EWT - iShares MSCI Taiwan ETF	Q4 2021	$66.67	Q4 2021	$66.67	+0.00%	Closed	History

EWY - iShares MSCI South Korea ETF	Q2 2018	$67.71	Q2 2018	$67.71	+0.00%	Closed	History

EXPE - Expedia Group, Inc.	Q2 2019	$133.08	Q2 2019	$133.08	+0.00%	Closed	History

EXPE - Expedia Group, Inc.	Q4 2019	$108.09	Q4 2019	$108.09	+0.00%	Closed	History

FDCP - First Data Corp	Q4 2006	$25.51	Q4 2006	$25.51	+0.00%	Closed	History

FDCP - First Data Corp	Q2 2007	$32.66	Q2 2007	$32.66	+0.00%	Closed	History

FIS - Fidelity National Information Services, Inc.	Q4 2006	$40.09	Q4 2006	$40.09	+0.00%	Closed	History

FMC - FMC Corp.	Q2 2007	$19.38	Q2 2007	$19.38	+0.00%	Closed	History

FOXA - Fox Corp.	Q1 2020	$23.63	Q1 2020	$23.63	+0.00%	Closed	History

FQX - Forest Labs	Q3 2008	$28.33	Q3 2008	$28.33	+0.00%	Closed	History

FTO - Frontier Oil Corp Com	Q2 1999	$6.81	Q2 1999	$6.81	+0.00%	Closed	History

FTU - Wachovia Group	Q4 2002	$36.45	Q4 2002	$36.45	+0.00%	Closed	History

GAP - The Gap, Inc.	Q3 2006	$18.99	Q3 2006	$18.99	+0.00%	Closed	History

GILD - Gilead Sciences, Inc.	Q3 2017	$80.86	Q3 2017	$80.86	+0.00%	Closed	History

GM - General Motors Co.	Q4 2017	$41.00	Q4 2017	$41.00	+0.00%	Closed	History

GM - General Motors Co.	Q2 2020	$25.31	Q2 2020	$25.31	+0.00%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q2 2007	$216.73	Q3 2007	$216.73	+0.00%	Closed	History

GTK - Gtech Hldgs Corp Com	Q2 2000	$22.68	Q2 2000	$22.68	+0.00%	Closed	History

HALO - Halozyme Therapeutics, Inc.	Q1 2022	$39.90	Q1 2022	$39.90	+0.00%	Closed	History

HBI - Hanesbrands, Inc	Q3 2006	$22.51	Q3 2006	$22.51	+0.00%	Closed	History

HERBA - Herbalife Intl Inc	Q1 2002	$14.62	Q1 2002	$14.62	+0.00%	Closed	History

HLF - Herbalife Ltd.	Q3 2006	$9.45	Q3 2006	$9.45	+0.00%	Closed	History

HLI - Houlihan Lokey, Inc.	Q4 2022	$87.16	Q4 2022	$87.16	+0.00%	Closed	History

HMC - Honda Motor Co. Ltd. Spon Adr	Q4 2022	$22.86	Q4 2022	$22.86	+0.00%	Closed	History

HNZ - H.j. Heinz Company	Q2 2006	$41.21	Q2 2006	$41.21	+0.00%	Closed	History

HOLX -	Q3 2024	$81.46	Q3 2024	$81.46	+0.00%	Closed	History

HPIFY - Huadian Power Intl - Unsp Adr	Q3 2018	$11.73	Q3 2018	$11.73	+0.00%	Closed	History

HRS - Harris Corp	Q3 2012	$50.76	Q3 2012	$50.76	+0.00%	Closed	History

HSBC - HSBC Holdings plc	Q1 2007	$82.30	Q1 2007	$82.30	+0.00%	Closed	History

HUM - Humana Inc.	Q4 2019	$366.75	Q4 2019	$366.75	+0.00%	Closed	History

HUM - Humana Inc.	Q1 2023	$485.46	Q1 2023	$485.46	+0.00%	Closed	History

HXL - Hexcel Corp.	Q2 2000	$9.52	Q2 2000	$9.52	+0.00%	Closed	History

ICLR - ICON Public Ltd. Co.	Q4 2022	$194.25	Q4 2022	$194.25	+0.00%	Closed	History

ICLR - ICON Public Ltd. Co.	Q2 2023	$250.20	Q2 2023	$250.20	+0.00%	Closed	History

IDA - IDACORP, Inc.	Q2 2000	$32.21	Q2 2000	$32.21	+0.00%	Closed	History

ING - ING Groep N.V.	Q1 2007	$37.37	Q1 2007	$37.37	+0.00%	Closed	History

INGR - Ingredion Inc.	Q2 2009	$20.91	Q2 2009	$20.91	+0.00%	Closed	History

INTU - Intuit Inc.	Q1 2007	$27.01	Q1 2007	$27.01	+0.00%	Closed	History

ITC - Itc Holdings Corp.	Q4 2006	$39.90	Q4 2006	$39.90	+0.00%	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.