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  Lam Research Corp. (LRCX)
← All LRCX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q4 0 0.00 Sell 100.00% <0.01 $38.47–50.46 · VW $46.31i SEC
2022   Q3 8,790 <0.01 $36.63 $322,000 SEC
2022   Q2 8,790 <0.01 $42.66 $375,000 SEC
2022   Q1 8,790 <0.01 Add 31.78% <0.01 $44.95–61.60 · VW $51.04i $473,000 SEC
2021   Q4 6,670 <0.01 Buy <0.01 $53.00–73.18 · VW $61.73i $480,000 SEC
2010   Q4 0 0.00 Sell 100.00% <0.01 $4.40–5.43 · VW $4.94i SEC
2010   Q3 82,000 <0.01 Reduce 5.75% <0.01 $3.54–4.65 · VW $4.26i $343,000 SEC
2010   Q2 87,000 <0.01 Reduce 99.49% 0.59 $3.53–4.38 · VW $4.04i $331,000 SEC
2010   Q1 17,039,330 0.60 Reduce 26.74% 0.30 $3.21–4.34 · VW $3.87i $63,591,000 SEC
2009   Q4 23,257,810 1.13 Reduce 32.22% 0.38 $3.26–4.16 · VW $3.57i $91,194,000 SEC
2009   Q3 34,313,600 1.18 Reduce 0.10% <0.01 $2.81–3.85 · VW $3.34i $117,215,000 SEC
2009   Q2 34,347,850 1.13 Add 753.12% 1.00 $2.34–3.36 · VW $2.90i $89,304,000 SEC
2009   Q1 4,026,150 0.14 Buy 0.14 $1.82–2.86 · VW $2.49i $9,168,000 SEC
Price snapshot:
Current price$329.92
52-week low$90.44
52-week high$438.50