Pzena Investment Management is a US institutional investor whose quarterly SEC 13F-HR filings are reconstructed as a
kappi trade record. Positions are derived from public filings, not from a self-reported screenshot.
| Symbol | Side | Asset | Entry | Exit | PnL % |
Opened | Closed | Record |
|---|
| TMUS | buy | Stocks | 210.03 | 167.73 | -20.14% | 2026-03-31T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 975 shares of TMUS | CLOSE: sold all my TMUS shares |
| JNJ | buy | Stocks | 161.46 | 189.04 | 17.08% | 2021-09-30T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 885,917 shares of JNJ | TRIM: trimmed 4,513 shares of JNJ | TRIM: trimmed 164,709 shares of JNJ | TRIM: trimmed 79,352 shares of JNJ | TRIM: trimmed 1,999 shares of JNJ | TRIM: trimmed 1,340 shares of JNJ | ADD: added 3,645 shares of JNJ | TRIM: trimmed 407,409 shares of JNJ | TRIM: trimmed 802 shares of JNJ | TRIM: trimmed 362 shares of JNJ | ADD: added 6,806 shares of JNJ | ADD: added 10,527 shares of JNJ | ADD: added 1,938 shares of JNJ | TRIM: trimmed 2,300 shares of JNJ | TRIM: trimmed 41,986 shares of JNJ | CLOSE: sold all my JNJ shares |
| INTU | buy | Stocks | 432.38 | 261.00 | -39.64% | 2026-03-31T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 560 shares of INTU | CLOSE: sold all my INTU shares |
| HIG | buy | Stocks | 128.88 | 132.52 | 2.82% | 2025-06-30T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 1,735 shares of HIG | ADD: added 392 shares of HIG | CLOSE: sold all my HIG shares |
| CRUS | buy | Stocks | 99.66 | 147.30 | 47.81% | 2025-03-31T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 2,327 shares of CRUS | TRIM: trimmed 105 shares of CRUS | TRIM: trimmed 108 shares of CRUS | CLOSE: sold all my CRUS shares |
| TPG | buy | Stocks | 63.84 | 40.51 | -36.54% | 2025-12-31T20:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 3,386 shares of TPG | CLOSE: sold all my TPG shares |
| INTC | buy | Stocks | 22.71 | 40.22 | 77.09% | 2025-03-31T19:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 12,326 shares of INTC | TRIM: trimmed 4,011 shares of INTC | TRIM: trimmed 800 shares of INTC | CLOSE: sold all my INTC shares |
| FMC | buy | Stocks | 57.08 | 18.06 | -68.36% | 2024-06-28T19:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 576,737 shares of FMC | TRIM: trimmed 1,443 shares of FMC | ADD: added 2,668 shares of FMC | TRIM: trimmed 17,000 shares of FMC | ADD: added 10,482 shares of FMC | CLOSE: sold all my FMC shares |
| CINF | buy | Stocks | 163.32 | 157.35 | -3.66% | 2025-12-31T20:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 1,792 shares of CINF | CLOSE: sold all my CINF shares |
| CHTR | buy | Stocks | 332.18 | 278.26 | -16.23% | 2023-03-31T19:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 588,537 shares of CHTR | ADD: added 617,287 shares of CHTR | ADD: added 253,324 shares of CHTR | TRIM: trimmed 9,723 shares of CHTR | ADD: added 1,399,034 shares of CHTR | ADD: added 175,130 shares of CHTR | TRIM: trimmed 10,369 shares of CHTR | TRIM: trimmed 206,247 shares of CHTR | TRIM: trimmed 23,506 shares of CHTR | TRIM: trimmed 133,435 shares of CHTR | TRIM: trimmed 2,244,951 shares of CHTR | TRIM: trimmed 286,366 shares of CHTR | CLOSE: sold all my CHTR shares |
These are the 10 most recent closed trades, which is what any signed-out visitor
sees. The full filing history is available to account holders at
https://kappi.me/trader/6a68fc88c7d427f1b4e6f7e6.