Pzena
Pzena IM Global Best Ideas
Global Mid-cap
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 7 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 added to our existing positions in auto parts retailer Advance Auto Parts, consumer products company Spectrum Brands, and health insurer and retail pharmacy operator CVS Health on valuation.
We added to our existing positions in auto parts retailer Advance Auto Parts, consumer products company Spectrum Brands, and health insurer and retail pharmacy operator CVS Health on valuation.
We added to our existing positions in auto parts retailer Advance Auto Parts, consumer products company Spectrum Brands, and health insurer and retail pharmacy operator CVS Health on valuation.
We exited aerospace and industrial company Senior as it agreed to an all-cash takeover, reallocating capital toward opportunities with more compelling long-term return profiles.
Also held
- MasterBrand
- BASF
- WH Group
- American Woodmark
- UBS Group