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  Sempra (SRE)
← All SRE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2011   Q3 0 0.00 Sell 100.00% 0.30 $22.39–26.88 · VW $25.41i SEC
2011   Q2 1,203,702 0.30 Reduce 50.76% 0.30 $25.76–27.99 · VW $27.02i $31,826,000 SEC
2011   Q1 2,444,402 0.58 Add 76.77% 0.25 $25.16–27.22 · VW $26.29i $65,388,000 SEC
2010   Q4 1,382,794 0.36 Reduce 8.12% 0.04 $24.75–27.23 · VW $26.02i $36,285,000 SEC
2010   Q3 1,504,978 0.43 Reduce 83.04% 1.91 $23.13–27.16 · VW $25.49i $40,484,000 SEC
2010   Q2 8,874,236 2.30 Reduce 6.95% 0.15 $21.95–25.72 · VW $23.84i $207,613,000 SEC
2010   Q1 9,536,922 2.23 Add 0.93% 0.02 $23.77–28.31 · VW $25.30i $237,946,000 SEC
2009   Q4 9,448,644 3.28 Add 2.52% 0.08 $24.45–28.59 · VW $26.59i $264,468,000 SEC
2009   Q3 9,216,452 2.31 Add 0.36% <0.01 $23.42–26.50 · VW $25.25i $229,536,000 SEC
2009   Q2 9,183,686 2.88 Reduce 3.36% 0.11 $21.97–25.45 · VW $23.55i $227,893,000 SEC
2009   Q1 9,502,944 3.31 Reduce 22.68% 0.73 $18.22–23.48 · VW $21.47i $219,708,000 SEC
2008   Q4 12,290,130 3.22 Reduce 3.00% 0.08 $17.15–25.60 · VW $21.53i $261,964,000 SEC
2008   Q3 12,670,312 2.54 Reduce 15.23% 0.43 $21.67–29.50 · VW $27.04i $319,735,000 SEC
2008   Q2 14,947,000 2.81 Add 14.94% 0.37 $26.51–29.98 · VW $28.37i $421,879,000 SEC
2007   Q4 13,004,300 2.04 Reduce 23.31% 0.47 $28.81–32.10 · VW $30.60i $402,353,000 SEC
2007   Q3 16,957,374 2.02 Add 6.45% 0.12 $25.48–31.13 · VW $27.82i $492,781,000 SEC
2007   Q2 15,929,874 1.79 Add 27.36% 0.39 $28.52–33.19 · VW $30.85i $471,763,000 SEC
2007   Q1 12,507,690 1.97 Reduce 43.33% 1.14 $27.36–31.51 · VW $29.63i $333,205,000 SEC
2006   Q4 22,069,832 2.64 Reduce 15.82% 0.49 $25.09–28.67 · VW $27.00i $618,397,000 SEC
2006   Q3 26,216,432 3.08 Add 3.80% 0.11 $22.21–25.45 · VW $24.30i $658,688,000 SEC
2006   Q2 25,256,200 3.13 Add 21.80% 0.56 $21.45–23.65 · VW $22.64i $574,326,000 SEC
2006   Q1 20,735,000 2.76 Add 25.76% 0.57 $22.33–24.77 · VW $23.56i $481,674,000 SEC
2005   Q4 16,488,200 2.77 Add 83.26% 1.26 $20.55–23.93 · VW $22.15i $369,665,000 SEC
2005   Q3 8,997,050 1.74 Add 325.50% 1.33 $20.49–23.72 · VW $22.05i $211,701,000 SEC
2005   Q2 2,114,450 0.42 Buy 0.42 $18.53–20.85 · VW $19.97i $43,674,000 SEC
Price snapshot:
Current price$94.41
52-week low$71.77
52-week high$100.32