Richard Pzena's Strategic Moves: PPG Industries Inc. and More
ByAinvest
Friday, Feb 6, 2026 5:30 pm ET1min read
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Richard Pzena's Q4 2025 13F filing shows strategic moves, including adding 12 stocks such as Constellation Brands, Knight-Swift Transportation Holdings, and DNOW. He increased stakes in PPG Industries and Amdocs Ltd. Pzena exited 9 holdings, including MGA, which has 10 warning signs. Pzena's philosophy is based on ranking companies from cheapest to most expensive on the basis of their current share price compared to their normal long-term earnings power.

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