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  ScanSource, Inc. (SCSC)
← All SCSC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 913,239 0.11 Add 0.64% <0.01 $33.76–45.23 · VW $38.51i $33,150,576 SEC
2025   Q4 907,456 0.11 Reduce 4.03% <0.01 $36.00–44.77 · VW $40.98i $35,445,231 SEC
2025   Q3 945,599 0.13 Reduce 3.07% <0.01 $37.72–46.25 · VW $42.37i $41,596,900 SEC
2025   Q2 975,578 0.13 Add 3.56% <0.01 $28.75–42.62 · VW $37.12i $40,788,916 SEC
2025   Q1 942,068 0.11 Add 132.78% 0.06 $33.68–52.06 · VW $38.29i $32,039,733 SEC
2024   Q4 404,710 0.07 Reduce 21.34% 0.02 $42.23–53.90 · VW $48.11i $19,203,490 SEC
2024   Q3 514,503 0.08 Reduce 44.53% 0.06 $41.68–53.29 · VW $48.50i $24,711,579 SEC
2024   Q2 927,583 0.14 Reduce 38.44% 0.09 $38.51–50.95 · VW $44.44i $41,101,203 SEC
2024   Q1 1,506,913 0.23 Reduce 20.40% 0.06 $31.01–45.10 · VW $40.79i $66,364,449 SEC
2023   Q4 1,893,151 0.28 Add 4.94% 0.01 $27.86–40.48 · VW $34.62i $74,987,711 SEC
2023   Q3 1,804,048 0.23 Add 7.17% 0.02 $26.99–33.47 · VW $30.75i $54,680,695 SEC
2023   Q2 1,683,327 0.21 Reduce 2.92% <0.01 $26.14–31.30 · VW $28.87i $49,759,146 SEC
2023   Q1 1,734,030 0.23 Add 12.51% 0.03 $28.08–35.50 · VW $31.31i $52,783,873 SEC
2022   Q4 1,541,255 0.20 Reduce 2.96% <0.01 $26.26–32.81 · VW $29.87i $45,035,471 SEC
2022   Q3 1,588,276 0.21 Reduce 1.82% <0.01 $25.75–35.22 · VW $29.65i $41,946,000 SEC
2022   Q2 1,617,768 0.23 Reduce 3.33% <0.01 $30.21–41.01 · VW $35.14i $50,377,000 SEC
2022   Q1 1,673,517 0.22 Add 5.09% 0.01 $29.11–36.71 · VW $32.90i $58,222,000 SEC
2021   Q4 1,592,462 0.21 Reduce 0.46% <0.01 $30.46–40.83 · VW $34.53i $55,864,000 SEC
2021   Q3 1,599,803 0.22 Add 0.04% <0.01 $24.89–38.49 · VW $32.91i $55,657,000 SEC
2021   Q2 1,599,151 0.18 Reduce 7.31% 0.02 $26.27–32.50 · VW $29.55i $44,984,000 SEC
2021   Q1 1,725,310 0.21 Add 0.64% <0.01 $23.47–34.10 · VW $28.61i $51,673,000 SEC
2020   Q4 1,714,280 0.21 Add 5.61% 0.01 $19.04–29.06 · VW $23.85i $45,223,000 SEC
2020   Q3 1,623,160 0.20 Add 6.36% 0.01 $18.25–26.88 · VW $22.29i $32,187,000 SEC
2020   Q2 1,526,109 0.24 Reduce 0.53% <0.01 $19.12–28.53 · VW $24.23i $36,764,000 SEC
2020   Q1 1,534,234 0.25 Add 4.79% 0.01 $13.78–37.42 · VW $27.02i $32,817,000 SEC
2019   Q4 1,464,078 0.25 Add 16.60% 0.04 $28.69–39.01 · VW $34.33i $54,098,000 SEC
2019   Q3 1,255,617 0.21 Add 0.82% <0.01 $26.84–34.73 · VW $30.84i $38,359,000 SEC
2019   Q2 1,245,448 0.21 Add 14.77% 0.03 $28.55–39.14 · VW $33.21i $40,552,000 SEC
2019   Q1 1,085,145 0.21 Reduce 10.33% 0.02 $33.18–40.55 · VW $37.30i $38,870,000 SEC
2018   Q4 1,210,164 0.24 Reduce 0.51% <0.01 $32.02–44.30 · VW $37.84i $41,605,000 SEC
2018   Q3 1,216,386 0.24 Reduce 0.65% <0.01 $37.50–44.27 · VW $40.70i $48,534,000 SEC
2018   Q2 1,224,386 0.25 Reduce 3.09% <0.01 $33.30–41.95 · VW $37.31i $49,343,000 SEC
2018   Q1 1,263,432 0.23 Reduce 5.40% 0.01 $31.40–36.90 · VW $34.36i $44,915,000 SEC
2017   Q4 1,335,617 0.23 Add 1.34% <0.01 $33.55–45.35 · VW $38.17i $47,815,000 SEC
2017   Q3 1,317,928 0.30 Add 3.29% <0.01 $36.20–44.35 · VW $40.13i $57,528,000 SEC
2017   Q2 1,275,903 0.28 Reduce 0.46% <0.01 $37.05–41.95 · VW $39.35i $51,419,000 SEC
2017   Q1 1,281,823 0.28 Reduce 8.30% 0.03 $38.35–44.95 · VW $40.47i $50,312,000 SEC
2016   Q4 1,397,801 0.33 Add 29.82% 0.08 $29.05–41.70 · VW $36.44i $56,401,000 SEC
2016   Q3 1,076,702 0.24 Add 16.33% 0.03 $33.89–43.49 · VW $37.40i $39,300,000 SEC
2016   Q2 925,541 0.22 Add 111.40% 0.12 $35.57–42.54 · VW $38.69i $34,347,000 SEC
2016   Q1 437,819 0.11 Buy 0.11 $27.46–40.48 · VW $34.29i $17,679,000 SEC
Price snapshot:
Current price$53.86
Avg. buy price$34.65
+/- since buy55.46%
52-week low$33.76
52-week high$54.33