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  Nacco Ind (NC)
← All NC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2006   Q1 0 0.00 Sell 100.00% 0.16 $10.32–12.92 · VW $11.32i SEC
2005   Q4 2,481,746 0.16 Reduce 7.76% 0.01 $8.48–10.42 · VW $9.77i $21,787,000 SEC
2005   Q3 2,690,587 0.19 Reduce 0.42% <0.01 $7.95–9.06 · VW $8.59i $23,076,000 SEC
2005   Q2 2,701,930 0.21 Reduce 7.25% 0.02 $7.51–8.88 · VW $8.19i $21,709,000 SEC
2005   Q1 2,913,107 0.23 Add 1.23% <0.01 $7.22–8.68 · VW $7.86i $22,254,000 SEC
2004   Q4 2,877,744 0.26 Reduce 2.19% <0.01 $7.09–8.47 · VW $7.96i $22,730,000 SEC
2004   Q3 2,942,131 0.28 Reduce 5.20% 0.02 $5.81–8.33 · VW $7.45i $18,994,000 SEC
2004   Q2 3,103,600 0.37 Reduce 31.41% 0.17 $5.92–7.32 · VW $6.39i $22,095,000 SEC
2004   Q1 4,525,124 0.55 Reduce 13.45% 0.10 $5.62–6.88 · VW $6.38i $27,942,000 SEC
2003   Q4 5,228,380 0.72 Reduce 12.55% 0.11 $5.85–7.15 · VW $6.37i $35,058,000 SEC
2003   Q3 5,979,009 0.90 Reduce 17.95% 0.19 $5.25–6.24 · VW $5.78i $32,036,000 SEC
2003   Q2 7,286,771 1.05 Reduce 6.33% 0.07 $4.27–5.99 · VW $5.36i $32,184,000 SEC
2003   Q1 7,779,517 1.14 Add 7.04% 0.08 $3.11–4.59 · VW $4.01i $26,817,000 SEC
2002   Q4 7,268,089 0.96 Add 8.50% 0.08 $2.84–3.71 · VW $3.30i $23,839,000 SEC
2002   Q3 6,698,612 0.93 Add 25.19% 0.19 $2.73–3.69 · VW $3.36i $19,979,000 SEC
2002   Q2 5,350,816 0.30 Add 9.01% 0.02 $3.02–5.15 · VW $3.73i $23,297,000 SEC
2002   Q1 4,908,779 0.99 Add 8.88% 0.08 $4.18–5.71 · VW $5.01i $24,385,000 SEC
2001   Q4 4,508,443 0.97 Add 152.79% 0.59 $3.96–4.61 · VW $4.26i $19,187,000 SEC
2001   Q3 1,783,494 0.50 Add 141.90% 0.29 $3.32–4.87 · VW $4.12i $7,451,000 SEC
2001   Q2 737,284 0.32 Add 391.11% 0.26 $4.61–6.20 · VW $5.21i $4,309,000 SEC
2000   Q4 150,126 0.06 Add 92.31% 0.03 $2.80–5.08 · VW $4.29i $491,000 SEC
2000   Q3 78,065 0.04 Reduce 2.09% <0.01 $2.67–3.56 · VW $3.03i $246,000 SEC
2000   Q2 79,733 0.06 Buy 0.06 $2.52–3.52 · VW $3.18i $210,000 SEC