PZENA INVESTMENT MANAGEMENT LLC: 13F holdings
CIK 10277962026Q2
| Positions | 161 |
|---|---|
| Reported value | $34.1bn |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MGA MAGNA INTL INC | 23,882,824 | $2.2bn | 6.5% |
| HUM HUMANA INC | 4,403,136 | $1.7bn | 5.1% |
| BAX BAXTER INTL INC | 65,295,393 | $1.4bn | 4.1% |
| CVS CVS HEALTH CORP | 11,769,536 | $1.2bn | 3.6% |
| DG DOLLAR GEN CORP | 10,222,060 | $1.2bn | 3.5% |
| SWKS SKYWORKS SOLUTIONS INC | 15,973,040 | $1.1bn | 3.2% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIO | 26,529,172 | $1.0bn | 3.0% |
| BMY BRISTOL-MYERS SQUIBB CO | 17,007,044 | $979.9m | 2.9% |
| TSN TYSON FOODS INC | 17,016,651 | $974.2m | 2.9% |
| CRBG COREBRIDGE FINL INC | 33,789,727 | $967.4m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1027796")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.