Pzena

Pzena IM Global Best Ideas

Global Mid-cap

Jun 2026Jun 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

  • AddedSpectrum BrandsJun 2026
    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.
  • AddedAdvance Auto PartsJun 2026
    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.
  • AddedCVS HealthJun 2026
    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.
  • ExitedSeniorJun 2026
    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

Every letter