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  Humana Inc. (HUM)
← All HUM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 5,470,982 3.08 Add 34.35% 0.79 $163.11–315.66 · VW $261.40i $948,613,569 SEC
2025   Q4 4,072,208 3.12 Add 1.02% 0.03 $169.61–285.61 · VW $215.25i $1,043,014,635 SEC
2025   Q3 4,031,083 3.39 Reduce 1.12% 0.04 $221.50–315.35 · VW $260.87i $1,048,766,864 SEC
2025   Q2 4,076,667 3.24 Add 6.47% 0.20 $206.87–304.07 · VW $271.53i $996,663,549 SEC
2025   Q1 3,828,923 3.54 Add 6.08% 0.20 $212.45–298.00 · VW $247.86i $1,013,133,026 SEC
2024   Q4 3,609,382 3.12 Add 44.02% 0.95 $231.65–307.28 · VW $269.78i $915,736,307 SEC
2024   Q3 2,506,250 2.56 Add 8.11% 0.19 $213.31–382.72 · VW $297.47i $793,829,625 SEC
2024   Q2 2,318,347 3.05 Add 538.71% 2.57 $343.17–406.46 · VW $368.03i $866,250,357 SEC
2024   Q1 362,972 0.43 Add 36975.79% 0.43 $298.61–358.33 · VW $338.35i $125,849,652 SEC
2023   Q4 979 <0.01 Add 22.38% <0.01 $342.69–504.79 · VW $399.27i $448,196 SEC
2023   Q3 800 <0.01 Buy <0.01 $456.01–530.54 · VW $490.47i $389,216 SEC
2023   Q2 0 0.00 Sell 100.00% <0.01 $423.29–527.65 · VW $470.86i SEC
2023   Q1 476 <0.01 Buy <0.01 $475.28–541.21 · VW $506.12i $231,079 SEC
2022   Q4 0 0.00 Sell 100.00% <0.01 $471.56–558.04 · VW $508.21i SEC
2022   Q3 844 <0.01 $485.78 $410,000 SEC
2022   Q2 844 <0.01 $468.01 $395,000 SEC
2022   Q1 844 <0.01 $434.83 $367,000 SEC
2021   Q4 844 <0.01 Reduce 41.43% <0.01 $351.20–472.00 · VW $419.17i $391,000 SEC
2021   Q3 1,441 <0.01 Buy <0.01 $381.86–469.73 · VW $423.77i $561,000 SEC
2020   Q1 0 0.00 Sell 100.00% <0.01 $208.25–412.70 · VW $343.87i SEC
2019   Q4 2,105 <0.01 Buy <0.01 $304.14–385.00 · VW $336.27i $772,000 SEC
Price snapshot:
Current price$406.00
Avg. buy price$283.87
+/- since buy43.03%
52-week low$161.90
52-week high$415.00