Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Cytec Ind Inc (CZM)
← All CZM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2005   Q2 0 0.00 Sell 100.00% 0.01 $15.93–20.75 SEC
2005   Q1 21,325 0.01 Reduce 97.85% 0.57 $17.67–20.53 · VW $19.95i $1,157,000 SEC
2004   Q4 992,842 0.59 Reduce 49.80% 0.70 $17.43–19.56 · VW $18.45i $51,052,000 SEC
2004   Q3 1,977,893 1.41 Reduce 23.15% 0.46 $17.74–20.51 $96,818,000 SEC
2004   Q2 2,573,668 1.97 Reduce 4.11% 0.08 $14.49–18.30 · VW $15.99i $116,973,000 SEC
2004   Q1 2,683,882 1.87 Add 9.43% 0.16 $13.14–15.27 $95,466,000 SEC
2003   Q4 2,452,707 1.95 Add 27.14% 0.42 $14.15–16.20 · VW $15.20i $94,159,000 SEC
2003   Q3 1,929,102 1.99 Add 1.55% 0.03 $14.65–17.65 $70,412,000 SEC
2003   Q2 1,899,667 2.10 Reduce 10.40% 0.26 $12.65–15.10 · VW $13.83i $64,209,000 SEC
2003   Q1 2,120,177 2.51 Reduce 2.49% 0.06 $12.05–14.15 $59,047,000 SEC
2002   Q4 2,174,377 2.38 Reduce 6.11% 0.14 $9.75–13.40 · VW $12.93i $59,317,000 SEC
2002   Q3 2,315,803 2.37 Reduce 0.67% <0.01 $11.20–16.20 $50,832,000 SEC
2002   Q2 2,331,471 0.93 Add 12.18% 0.10 $15.00–19.00 · VW $17.37i $73,301,000 SEC
2002   Q1 2,078,421 2.57 Add 11.17% 0.26 $13.05–17.30 · VW $14.25i $63,226,000 SEC
2001   Q4 1,869,546 2.56 Add 58.78% 0.95 $12.50–15.45 · VW $13.38i $50,478,000 SEC
2001   Q3 1,177,471 1.84 Add 16.98% 0.27 $11.65–22.40 · VW $19.72i $27,258,000 SEC
2001   Q2 1,006,571 2.85 Add 43.63% 0.87 $17.15–21.85 · VW $19.77i $38,250,000 SEC
2000   Q4 700,790 3.48 Reduce 18.75% 0.94 $19.25–21.75
IPO/listing quarter
$27,988,000 SEC
2000   Q3 862,540 5.02 Add 19.24% 0.81 $33.44 $28,841,000 SEC
2000   Q2 723,340 4.70 Reduce 5.11% 0.35 $24.69 $17,857,000 SEC
2000   Q1 762,265 6.86 Add 0.30% 0.02 $30.62 $23,344,000 SEC
1999   Q4 759,950 3.50 Reduce 18.75% 1.23 $23.00 $17,479,000 SEC
1999   Q3 935,350 6.55 Add 7.46% 0.46 $23.50 $21,981,000 SEC
1999   Q2 870,425 5.80 Add 11.65% 0.61 $31.50 $27,418,000 SEC
1999   Q1 779,625 3.57 $22.31 $17,395,000 SEC