Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Super Micro Computer, Inc. (SMCI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 0.11 SEC
2022   Q3 396,954 0.11 Reduce 64.78% 0.13 $55.07 $21,860,000 SEC
2022   Q2 1,127,116 0.20 Reduce 26.22% 0.06 $40.35 $45,479,000 SEC
2022   Q1 1,527,648 0.22 Add 8.44% 0.02 $38.07 $58,158,000 SEC
2021   Q4 1,408,690 0.23 Add 0.29% <0.01 $43.95 $61,912,000 SEC
2021   Q3 1,404,606 0.20 Reduce 0.40% <0.01 $36.57 $51,366,000 SEC
2021   Q2 1,410,241 0.19 Add 13.38% 0.02 $35.18 $49,612,000 SEC
2021   Q1 1,243,831 0.20 Add 24.83% 0.04 $39.06 $48,584,000 SEC
2020   Q4 996,424 0.15 Add 14.73% 0.02 $31.66 $31,547,000 SEC
2020   Q3 868,462 0.14 Add 3.72% <0.01 $26.40 $22,927,000 SEC
2020   Q2 837,298 0.16 Reduce 44.32% 0.11 $28.39 $23,771,000 SEC
2020   Q1 1,503,791 0.24 Reduce 20.22% 0.04 $21.28 $32,001,000 SEC
2019   Q4 1,884,887 0.21 Add 188.02% 0.14 $24.02 $45,275,000 SEC
2019   Q3 654,430 0.07 Add 1.80% <0.01 $19.20 $12,565,000 SEC
2019   Q2 642,854 0.07 Add 16.83% 0.01 $19.35 $12,439,000 SEC
2019   Q1 550,239 0.06 Buy 0.06 $21.13 $11,625,000 SEC