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  Sara Lee Corp (SLE)
← All SLE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2010   Q1 0 0.00 Sell 100.00% 0.39 SEC
2009   Q4 272 0.39 Reduce 82.26% 1.36 $116,928.00 $31,813,000 SEC
2009   Q3 1,533 1.65 Add 25.55% 0.34 $106,944.00 $163,897,000 SEC
2009   Q2 1,221 1.45 Add 7.11% 0.10 $93,696.00 $114,394,000 SEC
2009   Q1 1,140 1.33 Add 3.35% 0.04 $77,568.00 $88,430,000 SEC
2008   Q4 1,103 1.27 Reduce 5.32% 0.06 $93,984.00 $103,669,000 SEC
2008   Q3 1,165 1.12 Reduce 8.77% 0.09 $121,248.00 $141,253,000 SEC
2008   Q2 1,277 1.00 Add 321.45% 0.76 $117,600.00 $150,216,000 SEC
2007   Q4 303 0.24 Reduce 21.50% 0.05 $154,176.00 $46,708,000 SEC
2007   Q3 386 0.25 Reduce 66.75% 0.49 $160,224.00 $61,885,000 SEC
2007   Q2 1,161 0.74 Add 15.75% 0.10 $167,040.00 $193,933,000 SEC
2007   Q1 1,003 0.80 Reduce 54.49% 0.84 $134,208.00 $134,657,000 SEC
2006   Q4 2,204 1.54 Reduce 18.13% 0.35 $163,488.00 $360,261,000 SEC
2006   Q3 2,692 1.94 Reduce 4.27% 0.10 $154,272.00 $415,284,000 SEC
2006   Q2 2,812 2.35 Add 0.64% 0.02 $153,792.00 $432,422,000 SEC
2006   Q1 2,794 2.75 Add 29.47% 0.63 $171,648.00 $479,583,000 SEC
2005   Q4 2,158 2.94 Reduce 10.05% 0.36 $181,440.00 $391,627,000 SEC
2005   Q3 2,399 3.59 Add 38.67% 1.00 $181,920.00 $436,389,000 SEC
2005   Q2 1,730 3.14 Add 16.42% 0.44 $190,176.00 $328,935,000 SEC
2005   Q1 1,486 3.25 Add 19.26% 0.53 $212,736.00 $316,183,000 SEC
2004   Q4 1,246 3.32 Add 20.39% 0.56 $231,744.00 $288,836,000 SEC
2004   Q3 1,035 3.31 Add 0.88% 0.03 $219,456.00 $227,198,000 SEC
2004   Q2 1,026 3.81 Add 16.06% 0.53 $220,704.00 $226,465,000 SEC
2004   Q1 884 3.64 Add 60.73% 1.38 $209,856.00 $185,490,000 SEC
2003   Q4 550 2.37 Add 1733.33% 2.24 $208,416.00 $114,648,000 SEC
2003   Q3 30 0.15 Add 100.00% 0.07 $176,256.00 $5,249,000 SEC
2003   Q2 15 0.09 Add 400.00% 0.07 $180,576.00 $2,724,000 SEC
2003   Q1 3 0.02 Reduce 50.00% 0.02 $179,520.00 $533,000 SEC
2002   Q4 6 0.05 Reduce 98.14% 2.59 $216,096.00 $1,190,000 SEC
2002   Q3 323 2.64 Add 2.54% 0.07 $175,584.00 $56,746,000 SEC
2002   Q2 315 0.79 Add 32.35% 0.19 $198,144.00 $62,360,000 SEC
2002   Q1 238 1.92 Add 5.31% 0.10 $199,296.00 $47,406,000 SEC
2001   Q4 226 2.44 Add 1.35% 0.03 $213,408.00 $48,152,000 SEC
2001   Q3 223 3.06 Reduce 26.40% 1.08 $204,480.00 $45,504,000 SEC
2001   Q2 303 4.11 Add 172.97% 2.60 $181,824.00 $55,172,000 SEC
2000   Q4 111 3.27 Reduce 0.89% 0.03 $235,776.00 $26,259,000 SEC
2000   Q3 112 3.81 Add 80.65% 1.70 $194,976.00 $21,905,000 SEC
2000   Q2 62 2.99 Buy 2.99 $184,224.00 $11,346,000 SEC