Pzena
Pzena Focused Value
Value
Sep 2025 → Sep 2025
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 9 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Pzena for every strategy.
What it bought and sold
We trimmed TE Connectivity, CVS Health, and Citigroup all on strength.
We trimmed TE Connectivity, CVS Health, and Citigroup all on strength.
During the quarter, we initiated a new position in PPG Industries, a leading coatings provider.
we subsequently exited the position.
We trimmed TE Connectivity, CVS Health, and Citigroup all on strength.
we added to our position.
We also initiated a new position in medical device company Solventum, a recent spinoff from 3M.