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Richard Pzena - Hancock Classic Value Holdings – 2025 Q3

Explore the latest portfolio disclosure for Richard Pzena - Hancock Classic Value, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.

The latest 2025 Q3 filing shows that Richard Pzena - Hancock Classic Value maintains its largest exposure in Finance, which represents approximately 28.95% of the portfolio. This sector forms the core of Richard Pzena - Hancock Classic Value's investment stance during this reporting period.

Additional major allocations include Health Care (about 22.07%) and Consumer Discretionary (approximately 17.79%), reflecting how Richard Pzena - Hancock Classic Value diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Richard Pzena - Hancock Classic Value's positioning and conviction areas for the 2025 Q3 quarter.

Breakdown by Sector

Finance
29.0%
Health Care
22.1%
Consumer Discretionary
17.8%
Technology
12.5%
Consumer Staples
7.5%
Industrials
5.1%
Real Estate
3.6%
Energy
2.6%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
CVS 416,607 $75.39 Reduced -9.67% 5.31% $31.41M 2025 Q3
HUM 113,580 $260.17 No Change No Change 5.00% $29.55M 2025 Q3
C 277,895 $101.5 Reduced -18.54% 4.77% $28.21M 2025 Q3
BAX 1,218,828 $22.77 Increased 23.72% 4.70% $27.75M 2025 Q3
FMS 1,016,962 $26.33 No Change No Change 4.53% $26.78M 2025 Q3
WFC 313,170 $83.82 Reduced -3.36% 4.44% $26.25M 2025 Q3
MGA 541,562 $47.38 Reduced -8.32% 4.34% $25.66M 2025 Q3
DG 235,298 $103.35 No Change No Change 4.11% $24.32M 2025 Q3
COF 109,744 $212.58 Reduced -10.93% 3.95% $23.33M 2025 Q3
MET 271,587 $82.37 Increased 16.31% 3.79% $22.37M 2025 Q3
GPN 253,228 $83.08 No Change No Change 3.56% $21.04M 2025 Q3
BAC 387,504 $51.59 No Change No Change 3.38% $19.99M 2025 Q3
SWKS 249,051 $76.98 Increased 1.46% 3.24% $19.17M 2025 Q3
LEA 190,036 $100.61 No Change No Change 3.24% $19.12M 2025 Q3
CRBG 542,353 $32.05 No Change No Change 2.94% $17.38M 2025 Q3
MDT 165,319 $95.24 Reduced -5.10% 2.66% $15.74M 2025 Q3
PFE 616,787 $25.48 No Change No Change 2.66% $15.72M 2025 Q3
CTSH 233,475 $67.07 No Change No Change 2.65% $15.66M 2025 Q3
SSNC 175,031 $88.76 Reduced -9.87% 2.63% $15.54M 2025 Q3
SHEL 213,446 $71.53 Reduced -7.25% 2.58% $15.27M 2025 Q3
DOW 660,016 $22.93 Reduced -5.79% 2.56% $15.13M 2025 Q3
BMY 330,566 $45.1 No Change No Change 2.52% $14.91M 2025 Q3
DOX 172,869 $82.05 No Change No Change 2.40% $14.18M 2025 Q3
VOYA 171,653 $74.8 Reduced -3.87% 2.17% $12.84M 2025 Q3
TSN 234,206 $54.3 No Change No Change 2.15% $12.72M 2025 Q3
DAL 218,017 $56.75 Reduced -11.09% 2.09% $12.37M 2025 Q3
UBS 298,147 $41 Reduced -7.65% 2.07% $12.22M 2025 Q3
NOV 900,069 $13.25 No Change No Change 2.02% $11.93M 2025 Q3
PPG 111,600 $105.11 Buy 100.00% 1.98% $11.73M 2025 Q3
TEL 43,310 $219.53 Reduced -43.03% 1.61% $9.51M 2025 Q3
PVH 103,100 $83.77 Reduced -26.93% 1.46% $8.64M 2025 Q3
EQH 167,567 $50.78 No Change No Change 1.44% $8.51M 2025 Q3
NWL 1,244,985 $5.24 No Change No Change 1.10% $6.52M 2025 Q3
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