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: 113.750
Low
125.00
Averages
147.00
High
170.00
Current: 113.750
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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- Global Expansion Strategy: With 5,262 stores worldwide and 48 new locations added in Q1, management remains optimistic about expansion opportunities in Europe and Australia, highlighting the company's substantial growth potential.
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- Investor Misconceptions: Many novice investors mistakenly compare company values solely based on stock prices, but market capitalization provides a more accurate assessment of a company's value, helping to avoid such misunderstandings.
- Market Positioning Impact: A company's market cap not only affects its ranking among peers but also determines which mutual funds and ETFs are willing to hold the stock, particularly as large-cap funds tend to focus on companies valued over $10 billion.
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See More
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- Profitability Improvement: With effective inventory cost management, Dollar General's earnings growth exceeded expectations, and CEO Todd Vasos highlighted the appeal of over 2,000 items priced at $1 or less, further enhancing consumer purchasing willingness.
- Customer Demographic Shift: An increasing number of households earning over $100,000 annually have become regular patrons, driving a 1.4% increase in total foot traffic last quarter, indicating the company's success in attracting higher-income consumers and boosting market share.
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