Richard Pzena - Pzena Investment Management Holdings – 2026 Q1
Explore the latest portfolio disclosure for Richard Pzena - Pzena Investment Management, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.
The latest 2026 Q1 filing shows that Richard Pzena - Pzena Investment Management maintains its largest exposure in Unclassified Sector, which represents approximately 36.29% of the portfolio. This sector forms the core of Richard Pzena - Pzena Investment Management's investment stance during this reporting period.
Additional major allocations include Healthcare (about 17.05%) and Financial Services (approximately 13.76%) , reflecting how Richard Pzena - Pzena Investment Management diversifies beyond its primary sector focus.
These sector weightings provide a clear view into Richard Pzena - Pzena Investment Management's positioning and conviction areas for the 2026 Q1 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| ADBE | 1,010 | $243.56 | Increased | 20.67% | 0.00% | $246K | 2026 Q1 |
| ADSK | 1,018 | $239.69 | Buy | 100.00% | 0.00% | $244K | 2026 Q1 |
| INTU | 560 | $432.14 | Buy | 100.00% | 0.00% | $242K | 2026 Q1 |
| DOCU | 4,510 | $47.45 | No Change | No Change | 0.00% | $214K | 2026 Q1 |
| GE | 736 | $283.97 | No Change | No Change | 0.00% | $209K | 2026 Q1 |
| TMUS | 975 | $210.26 | Buy | 100.00% | 0.00% | $205K | 2026 Q1 |