Pzena Adds $153.9M KT Corp Stake, Boosts Humana Holding by 34%
Richard Pzena’s Q1 2026 13F filing shows nine new stock positions including a $153.92 million stake in KT Corp and $135.00 million in CDW Corp. He also boosted Humana shares by 34.35% to $948.61 million and Accenture shares by 83.96% to $477.02 million.
1. Q1 2026 13F Filing Overview
In his Q1 2026 13F filing, Richard Pzena disclosed the addition of nine new positions worth over $425 million combined, reflecting his value-oriented buying approach.
2. Major New Purchases
The largest purchases were 7.18 million KT Corp shares valued at $153.92 million and 1.12 million CDW Corp shares worth $135.00 million, followed by 2.97 million Globant shares at $136.89 million.
3. Significant Position Increases
Pzena increased Humana shares to 5.47 million, a 34.35% rise valued at $948.61 million, and raised Accenture holdings by 83.96% to 2.41 million shares, worth $477.02 million.
4. Complete Exits
He fully exited eight positions in the quarter, reallocating capital to undervalued opportunities and streamlining his portfolio.