Richard Pzena's Q1 2026 Investment Adjustments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 24 2026
0mins
Source: Yahoo Finance
- New Stock Additions: Richard Pzena added a total of 9 stocks in Q1 2026, with KT Corp (NYSE:KT) being the largest addition at 7,175,547 shares, valued at $153.92 million, representing 0.5% of the portfolio.
- Key Position Increases: Pzena increased stakes in 65 stocks, notably Humana Inc (NYSE:HUM) with an additional 1,398,774 shares, a 34.35% increase, bringing total shares to 5,470,982 and valued at $948.61 million, indicating confidence in the healthcare sector.
- Complete Exits: In Q1 2026, Pzena completely exited 8 holdings, including Comerica Inc (CMA) and Charter Communications Inc (NASDAQ:CHTR), impacting the portfolio by -0.1% and -0.07% respectively, reflecting a lack of optimism about these companies' prospects.
- Portfolio Overview: As of Q1 2026, Pzena's portfolio comprised 158 stocks, primarily concentrated in 11 industries including Financial Services, Technology, and Healthcare, demonstrating the effectiveness of his diversified investment strategy.
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Analyst Views on DG
Wall Street analysts forecast DG stock price to rise
16 Analyst Rating
9 Buy
7 Hold
0 Sell
Moderate Buy
Current: 109.900
Low
125.00
Averages
147.00
High
170.00
Current: 109.900
Low
125.00
Averages
147.00
High
170.00
About DG
Dollar General Corporation is a discount retailer. The Company offers merchandise, including consumable items, seasonal items, home products and apparel. Its merchandise includes brands from manufacturers, as well as its own private brand selections with prices at discounts to brands. Its consumables category includes paper and cleaning products, packaged food, perishables, snacks, health and beauty, pet, and tobacco products. Its seasonal products include holiday items, toys, batteries, small electronics, greeting cards, stationery, prepaid phones and accessories, gardening supplies, hardware, automotive and home office supplies. Its home products include kitchen supplies, cookware, small appliances, light bulbs, storage containers, frames, candles, craft supplies and kitchen, bed and bath soft goods. Its apparel products include basic items for infants, toddlers, girls, boys, women and men, as well as socks, underwear, disposable diapers, shoes and accessories.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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