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John RogersvsRichard Pzena

Side-by-side current 13F portfolio comparison · 19 shared positions
Whale A
John Rogers
Ariel Investments, LLC
AUM
$9.3B
Positions
108
Shared %
12.1%
Whale B
Richard Pzena
Pzena Investment Management LLC
AUM
$30.8B
Positions
158
Shared %
16.4%
Common holdings · 19
Stocks both whales currently hold — sorted by combined value
StockJohn weightRichard weightJohn valueRichard value
BMY · Bristol-Myers Squibb Co.0.4%3.4%$40M$1.0B
CVS · Cvs Health Corp.0.7%3.2%$65M$989M
HUM · Humana Inc.0.2%3.1%$21M$949M
COF · Capital One Financial0.4%2.7%$39M$836M
BAC · Bank America Corp.0.3%1.0%$28M$313M
BAP · Credicorp Ltd.0.0%1.0%$2M$309M
MHK · Mohawk Inds Inc.2.0%0.4%$188M$114M
NVST · Envista Holdings Corporation2.8%0.1%$260M$41M
REZI · Resideo Technologies Inc.2.3%0.2%$215M$46M
48581R205 · Kaspi Kz Jsc0.0%0.6%$1M$198M
MSFT · Microsoft Corp.0.9%0.0%$83M$282K
KFY · Korn Ferry0.3%0.2%$31M$50M
CBRE · Cbre Group Inc.0.4%0.1%$34M$41M
DIS · Disney Walt Co.0.7%0.0%$63M$9M
WBS · Webster Finl Corp.0.4%0.1%$36M$28M
JNJ · Johnson & Johnson0.1%0.2%$9M$50M
HDB · Hdfc Bank Ltd.0.0%0.1%$481K$38M
TSM · Taiwan Semiconductor Mfg Ltd.0.0%0.0%$3M$6M
KB · Kb Finl Group Inc.0.0%0.0%$4M$2M
Unique to John Rogers
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSGE · Madison Square Garden Entmt4.0%$371M
AMG · Affiliated Managers Group In3.7%$341M
NCLH · Norwegian Cruise Line Hldg L3.5%$320M
SPHR · Sphere Entertainment Co.3.3%$301M
JLL · Jones Lang Lasalle Inc.3.2%$301M
OSW · Onespaworld Holdings Limited3.1%$291M
CRL · Charles Riv Labs Intl Inc.3.1%$285M
LAZ · Lazard Inc.2.8%$257M
PBH · Prestige Consmr Healthcare I2.7%$253M
MAT · Mattel Inc.2.7%$249M
Unique to Richard Pzena
Top 10 by value held — not in the other's portfolio
StockWeightValue
MGA · Magna Intl Inc.6.4%$2.0B
CTSH · Cognizant Technology Solutio4.0%$1.2B
TSN · Tyson Foods Inc.3.6%$1.1B
BAX · Baxter Intl Inc.3.5%$1.1B
C · Citigroup Inc.3.0%$927M
SWKS · Skyworks Solutions Inc.2.8%$863M
DOX · Amdocs Ltd.2.7%$828M
DG · Dollar Gen Corp. New2.7%$819M
LEA · Lear Corp.2.7%$818M
UBS · Ubs Group Ag2.6%$816M
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★ WatchlistData from SEC EDGAR · whalstreet.com