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  State Street SPDR S&P 500 ETF Trust (SPY)
← All SPY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2005   Q3 0 0.00 Sell 100.00% 0.05 $118.26–124.74 · VW $122.52i SEC
2005   Q2 45,270 0.05 Reduce 10.92% <0.01 $113.55–121.94 · VW $117.85i $5,396,000 SEC
2005   Q1 50,820 0.06 Reduce 47.00% 0.06 $116.25–123.25 · VW $119.31i $5,995,000 SEC
2004   Q4 95,895 0.13 Reduce 23.77% 0.05 $109.35–121.66 · VW $116.23i $11,591,000 SEC
2004   Q3 125,795 0.20 Buy 0.20 $106.59–114.40 · VW $110.92i $14,059,000 SEC
Price snapshot:
Current price$749.17
52-week low$611.28
52-week high$758.45