Richard Pzena
Q1 2000 13F: 49 holdings worth about $540.6M; that quarter 8 new, 18 added, 21 trimmed, 9 sold out.
13F lists only long positions in US-listed stocks (and some ETFs and convertibles); short positions, cash, bonds, shares listed outside the US and private companies are not shown, so this is not the giant’s whole portfolio.
Why This Giant Is Included
- Rule numbers (Q2 2026): 161 holdings, top 10 = 38%, stocks $34.1B, options 0%; not met: A4 161 holdings, top 10 = 38%
Trades in Q1 2000
Sorted by position shift: how many percentage points of the portfolio the trade moved.
How to Read This
Share changes are split-adjusted. Est. trade price = (start + end price) ÷ 2; 13F does not show the actual trade date or price.
| Move | Company | Change in shares | Position shift (pts) |
|---|---|---|---|
| Sold out | —Voya Holdings Inc | −459.2K | −4.71 |
| Sold out | AGCOAGCO Corp | −2.17M | −4.57 |
| Trimmed | AXEAnixter International Inc | −745.4K | −3.84 |
| Trimmed | DGXQuest Diagnostics Inc | −500.3K | −3.68 |
| Added | —Cbrl Group Inc Com | +1.55M | +2.86 |
| New | JHFJohn Hancock Financial Srvcs | +622.3K | +2.08 |
| New | —XL Group Ltd | +193.4K | +1.98 |
| Added | —Georgia-Pacific (timber GRP) | +416.7K | +1.98 |
| Trimmed | —Canadian Pacific Ltd | −438.9K | −1.82 |
| Trimmed | —Graftech International Ltd | −740.5K | −1.81 |
| Trimmed | BABoeing Co | −222.7K | −1.56 |
| Added | —May Department Stores Co | +295.4K | +1.56 |
| New | —Amerada Hess Corp Common | +124.0K | +1.48 |
| Sold out | —ST. Paul Companies Com | −210.3K | −1.33 |
| Trimmed | ADSKAutodesk, Inc | −144.1K | −1.21 |
| Trimmed | CDNSCadence Design Systems | −272.8K | −1.04 |
| Trimmed | AVTAvnet Inc | −83.6K | −0.97 |
| Added | LEARQLear Corp-Old | +185.2K | +0.96 |
| New | —CNF Inc Com | +181.4K | +0.93 |
| Added | UNPUnion Pacific Corp | +106.4K | +0.77 |
| Added | BOHBank of Hawaii Corp | +176.3K | +0.66 |
| Trimmed | BRLGQBurlington Industries Inc | −712.3K | −0.58 |
| Trimmed | —Beverly Enterprises Inc Com Ne Com | −844.8K | −0.58 |
| Added | —Healthcare Realty Trust Inc | +182.5K | +0.57 |
| Trimmed | LZLubrizol Corp | −100.3K | −0.53 |
| Added | —Foundation Health Systems-A Com | +350.1K | +0.52 |
| Trimmed | PIIPolaris Inc | −86.7K | −0.48 |
| Trimmed | CNACna Financial Corp | −65.4K | −0.39 |
| Trimmed | HDDQuantum Corp-Hard Disk Drive | −177.1K | −0.37 |
| Trimmed | —Quantum Corp | −159.1K | −0.35 |
| Trimmed | UCMUnicom Corporation | −48.4K | −0.33 |
| Trimmed | —Philip Morris Com | −81.5K | −0.32 |
| Trimmed | —Precision Drilling Corporation Com | −51.3K | −0.32 |
| Sold out | —Columbia/hca Healthcare Corp Com | −64.8K | −0.30 |
| New | —Cit Group Inc | +75.2K | +0.27 |
| Added | —CK Witco Corp. Com | +143.6K | +0.27 |
| Added | ORIOld Republic International Corp | +102.3K | +0.26 |
| Trimmed | —Tosco Corp | −40.0K | −0.23 |
| Added | —Georgia-Pacific LLC | +30.6K | +0.22 |
| Added | NOCNorthrop Grumman Corp | +22.3K | +0.22 |
| Trimmed | PPMIQPmi Group Inc/old | −21.6K | −0.19 |
| Added | —Payless Shoesource, Inc Com | +18.7K | +0.18 |
| Added | KMTKennametal Inc | +29.0K | +0.16 |
| Added | LLoews Corp | +15.9K | +0.15 |
| Added | —Tenet Healthcare Corp Com Com | +26.7K | +0.11 |
| Sold out | —Northeast Utils Com Com | −24.0K | −0.10 |
| New | —Litton Industries Inc | +8.0K | +0.07 |
| New | KWDKellwood Co LLC | +17.2K | +0.06 |
| Sold out | —***ispat International N V CL A | −17.9K | −0.05 |
| Sold out | —Union Carbide Corp | −3.6K | −0.04 |
| New | —Veritas Software Technology | +3.2K | +0.04 |
| Sold out | TOYToys R US Inc | −10.0K | −0.03 |
| Added | ESREFESG Re Ltd | +35.5K | +0.03 |
| Added | FMCFMC Corp | +1.9K | +0.02 |
| Sold out | LTVCQLTV Corp | −20.0K | −0.02 |
| Trimmed | —Hussmann International Inc | −6.5K | −0.02 |
All Holdings (49 Companies)
Share classes of one company are combined; click a heading to re-sort.
How to Read This
Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; trims do not change the cost. Positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price and are marked ‘start point’. vs cost = quarter-end price ÷ est. average cost − 1, excluding dividends.
| Company | Weight (prev.) | Value | This quarter | Quarter-end price | vs cost |
|---|---|---|---|---|---|
| —Cbrl Group Inc Com | 4.4%1.3% | $23.6M | Added +190% | $10.00 | −10% |
| BOHBank of Hawaii Corp | 4.3%2.9% | $23.4M | Added +18% | $20.31 | −3% |
| —Cytec Industries Inc | 4.3%2.8% | $23.3M | Held | $30.62 | +30% |
| LZLubrizol Corp | 4.2%4.4% | $22.7M | Trimmed −11% | $28.81 | +15% |
| —Beverly Enterprises Inc Com Ne Com | 3.8%4.6% | $20.7M | Trimmed −13% | $3.69 | −32% |
| AXEAnixter International Inc | 3.8%4.9% | $20.3M | Trimmed −51% | $27.85 | +127% |
| BABoeing Co | 3.7%5.0% | $19.9M | Trimmed −30% | $37.81 | +11% |
| —Payless Shoesource, Inc Com | 3.7%2.8% | $19.8M | Added +5% | $51.94 | +2% |
| KMTKennametal Inc | 3.7%3.4% | $19.7M | Added +5% | $30.06 | +44% |
| FMCFMC Corp | 3.6%3.1% | $19.3M | Added +1% | $56.50 | +9% |
| —Tosco Corp | 3.4%2.8% | $18.6M | Trimmed −6% | $30.53 | +22% |
| LEARQLear Corp-Old | 3.3%2.3% | $18.0M | Added +41% | $28.13 | −28% |
| NOCNorthrop Grumman Corp | 3.2%2.6% | $17.1M | Added +7% | $52.94 | −10% |
| —CK Witco Corp. Com | 3.0%3.1% | $16.0M | Added +10% | $10.19 | −29% |
| —Healthcare Realty Trust Inc | 2.9%1.9% | $15.8M | Added +24% | $16.75 | −9% |
| —Quantum Corp | 2.8%3.4% | $14.9M | Trimmed −11% | $11.93 | −15% |
| —Georgia-Pacific LLC | 2.4%2.4% | $12.7M | Added +11% | $39.52 | −13% |
| UCMUnicom Corporation | 2.2%2.1% | $12.1M | Trimmed −13% | $36.48 | −2% |
| UNPUnion Pacific Corp | 2.2%1.4% | $12.0M | Added +53% | $39.13 | −21% |
| —Foundation Health Systems-A Com | 2.2%1.8% | $11.9M | Added +31% | $8.00 | −27% |
| —Graftech International Ltd | 2.2%4.7% | $11.7M | Trimmed −46% | $13.19 | −15% |
| —Precision Drilling Corporation Com | 2.1%1.7% | $11.6M | Trimmed −13% | $33.38 | +30% |
| DGXQuest Diagnostics Inc | 2.1%3.9% | $11.5M | Trimmed −63% | $39.76 | +79% |
| JHFJohn Hancock Financial Srvcs | 2.1%— | $11.2M | New | $18.06 | 0% |
| —Georgia-Pacific (timber GRP) | 2.0%0.0% | $11.0M | Added +3472% | $25.62 | +2% |
| —XL Group Ltd | 2.0%— | $10.7M | New | $55.37 | +3% |
| AVTAvnet Inc | 1.8%2.3% | $9.8M | Trimmed −35% | $63.00 | +68% |
| BRLGQBurlington Industries Inc | 1.7%1.8% | $9.1M | Trimmed −25% | $4.37 | −34% |
| —Hussmann International Inc | 1.7%1.7% | $8.9M | Trimmed −1% | $12.69 | −15% |
| —May Department Stores Co | 1.6%0.1% | $8.8M | Added +2030% | $28.50 | −7% |
| ADSKAutodesk, Inc | 1.5%1.8% | $8.2M | Trimmed −44% | $45.50 | +64% |
| —Amerada Hess Corp Common | 1.5%— | $8.0M | New | $64.63 | +6% |
| CDNSCadence Design Systems | 1.4%2.5% | $7.8M | Trimmed −42% | $20.62 | +45% |
| —Philip Morris Com | 1.3%1.5% | $6.9M | Trimmed −20% | $21.13 | −42% |
| HDDQuantum Corp-Hard Disk Drive | 1.3%0.9% | $6.8M | Trimmed −23% | $11.25 | +51% |
| ORIOld Republic International Corp | 1.2%0.8% | $6.3M | Added +29% | $13.75 | −10% |
| LLoews Corp | 0.9%0.8% | $5.1M | Added +18% | $50.00 | −23% |
| —CNF Inc Com | 0.9%— | $5.0M | New | $27.75 | −11% |
| CNACna Financial Corp | 0.9%1.4% | $5.0M | Trimmed −30% | $32.31 | −17% |
| NNSNewport News Shipbuilding | 0.8%0.6% | $4.4M | Held | $30.25 | +1% |
| —Tenet Healthcare Corp Com Com | 0.8%0.6% | $4.3M | Added +17% | $23.00 | +21% |
| PIIPolaris Inc | 0.5%1.0% | $2.7M | Trimmed −49% | $30.12 | −5% |
| —Cit Group Inc | 0.3%— | $1.5M | New | $19.50 | −4% |
| PPMIQPmi Group Inc/old | 0.1%0.3% | $585K | Trimmed −64% | $47.44 | +38% |
| ESREFESG Re Ltd | 0.1%0.1% | $371K | Added +62% | $4.00 | −43% |
| —Litton Industries Inc | 0.1%— | $354K | New | $44.25 | 0% |
| KWDKellwood Co LLC | 0.1%— | $302K | New | $17.56 | 0% |
| —Canadian Pacific Ltd | 0.0%1.6% | $264K | Trimmed −97% | $22.37 | +13% |
| —Veritas Software Technology | 0.0%— | $200K | New | $61.59 | +14% |
Portfolio Map: Size Is Weight, Colour Is Gain or Loss against Cost
How to Read This
Each block is a company (up to 60); area = portfolio weight. The darker the colour, the further the quarter-end price is above (or below) the estimated cost: light 5–25%, medium 25–100%, darkest over 100%; grey is within 5%.
Over Time
From Q1 1999, 5 quarters (this giant’s electronic 13F filings).
13F Value
Holdings
Top-10 Concentration
Turnover (Est.)
Sector Mix
Quarter by Quarter, with the Original Filings
* = not counted in that quarter’s totals. Links open the original SEC filing; 13F-HR/A is an amendment.
Large Positions Sold Out
Positions that once made up 2% or more of the portfolio and were later sold out (latest 40): holding period and what became of the company, without profit or loss.
How to Read This
Sold out means the holding no longer appears on the 13F: it may have been sold, or the company was acquired or delisted. Company status is checked only for companies the giants together once held $100M or more of, from the company’s own SEC filings (for example 8-K item 1.03 = bankruptcy filing); a dash means not checked.
| Company | Held | Peak weight | Company since |
|---|---|---|---|
| BRLGQBurlington Industries Inc | Q1 1999 – Q4 2000 | 5% | — |
| —Foundation Health Systems-A Com | Q1 1999 – Q4 2000 | 4% | — |
| UCMUnicom Corporation | Q1 1999 – Q4 2000 | 3% | — |
| —Amerada Hess Corp Common | Q1 2000 – Q4 2000 | 3% | — |
| CDNSCadence Design Systems | Q2 1999 – Q4 2000 | 3% | — |
| AVTAvnet Inc | Q1 1999 – Q3 2000 | 3% | — |
| DGXQuest Diagnostics Inc | Q1 1999 – Q2 2000 | 6% | — |
| —CK Witco Corp. Com | Q3 1999 – Q2 2000 | 3% | — |
| —Hussmann International Inc | Q1 1999 – Q2 2000 | 2% | No SEC record found |
| AGCOAGCO Corp | Q4 1999 – Q1 2000 | 5% | — |
| —Voya Holdings Inc | Q4 1999 – Q1 2000 | 4% | No SEC record found |
| —Union Carbide Corp | Q1 1999 – Q1 2000 | 2% | — |
| FTLAQFruit of the Loom Ltd | Q1 1999 – Q4 1999 | 5% | — |
| —Quantum Corp/old | Q1 1999 – Q3 1999 | 6% | — |
| —Coltec Industries Inc | Q1 1999 – Q3 1999 | 4% | — |
| —Voya Holdings Inc | Q1 1999 – Q2 1999 | 3% | No SEC record found |
| —RJR Nabisco Holdings Corp Com | Q1 1999 – Q2 1999 | 3% | No SEC record found |
| AGCOAGCO Corp | Q1 1999 – Q2 1999 | 3% | — |
| —FedEx Corp | Q1 1999 – Q2 1999 | 2% | Still filing with the SEC |