Humana retired 0.2% of its shares in twelve months, so this stake grew 0.2% without buying a share.
Shares held, 8 quarters
Superinvestors › Richard Pzena
Richard Pzena’s cannibal stocks
Pzena Investment Management · 13F for Q2 2026
48cannibals held
$17.8Bin these positions
Q2 2026latest 13F filing
Baxter International has retired 20.4% of its shares since its peak.
Shares held, 8 quarters
Dollar General has retired 35.4% of its shares since its peak.
Shares held, 8 quarters
Skyworks Solutions has retired 22.6% of its shares since its peak.
Shares held, 8 quarters
Cognizant retired 6.7% of its shares in twelve months, so this stake grew 7.1% without buying a share.
Shares held, 8 quarters
Corebridge Financial retired 14.4% of its shares in twelve months, so this stake grew 16.8% without buying a share.
Shares held, 8 quarters
Ppg Industries retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
MetLife retired 3.6% of its shares in twelve months, so this stake grew 3.7% without buying a share.
Shares held, 8 quarters
Lear retired 4.9% of its shares in twelve months, so this stake grew 5.2% without buying a share.
Shares held, 8 quarters
Citigroup retired 6.3% of its shares in twelve months, so this stake grew 6.7% without buying a share.
Shares held, 8 quarters
Wells Fargo retired 3.7% of its shares in twelve months, so this stake grew 3.8% without buying a share.
Shares held, 8 quarters
NOV retired 2.3% of its shares in twelve months, so this stake grew 2.3% without buying a share.
Shares held, 8 quarters
PVH has retired 44.1% of its shares since its peak.
Shares held, 8 quarters
LKQ retired 1.2% of its shares in twelve months, so this stake grew 1.2% without buying a share.
Shares held, 8 quarters
CDW retired 4.0% of its shares in twelve months, so this stake grew 4.1% without buying a share.
Shares held, 8 quarters
Bank of America retired 4.2% of its shares in twelve months, so this stake grew 4.4% without buying a share.
Shares held, 8 quarters
Voya Financial retired 4.8% of its shares in twelve months, so this stake grew 5.0% without buying a share.
Shares held, 8 quarters
Newell Brands has retired 12.2% of its shares since its peak.
Shares held, 8 quarters
Universal Health Services retired 5.7% of its shares in twelve months, so this stake grew 6.0% without buying a share.
Shares held, 8 quarters
Avnet has retired 46.3% of its shares since its peak.
Shares held, 8 quarters
Delta Air Lines has retired 22.7% of its shares since its peak.
Shares held, 8 quarters
Equitable retired 4.7% of its shares in twelve months, so this stake grew 4.9% without buying a share.
Shares held, 8 quarters
Globe Life retired 3.5% of its shares in twelve months, so this stake grew 3.6% without buying a share.
Shares held, 8 quarters
Spectrum Brands retired 1.6% of its shares in twelve months, so this stake grew 1.7% without buying a share.
Shares held, 8 quarters
Robert Half has retired 42.2% of its shares since its peak.
Shares held, 8 quarters
Cigna retired 1.1% of its shares in twelve months, so this stake grew 1.1% without buying a share.
Shares held, 8 quarters
Cisco retired 0.2% of its shares in twelve months, so this stake grew 0.2% without buying a share.
Shares held, 8 quarters
Pfizer has retired 29.4% of its shares since its peak.
Shares held, 8 quarters
Mohawk Inds
MHKReduced$138.7M1,142,841 shares
Tracked by the Radar, not on the leaderboard yet.
Shares held, 8 quarters
CNO Financial retired 3.0% of its shares in twelve months, so this stake grew 3.1% without buying a share.
Shares held, 8 quarters
TE Connectivity retired 1.6% of its shares in twelve months, so this stake grew 1.6% without buying a share.
Shares held, 8 quarters
JPMorgan Chase retired 2.4% of its shares in twelve months, so this stake grew 2.4% without buying a share.
Shares held, 8 quarters
Morgan Stanley retired 1.2% of its shares in twelve months, so this stake grew 1.2% without buying a share.
Shares held, 8 quarters
Elevance Health retired 2.4% of its shares in twelve months, so this stake grew 2.5% without buying a share.
Shares held, 8 quarters
Olin retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
Henry Schein retired 5.3% of its shares in twelve months, so this stake grew 5.6% without buying a share.
Shares held, 8 quarters
Genuine Parts retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
Target has retired 50.2% of its shares since its peak.
Shares held, 8 quarters
Cbre Group retired 2.7% of its shares in twelve months, so this stake grew 2.8% without buying a share.
Shares held, 8 quarters
General Dynamics has retired 37.8% of its shares since its peak.
Shares held, 8 quarters
HCA Healthcare retired 5.1% of its shares in twelve months, so this stake grew 5.4% without buying a share.
Shares held, 8 quarters
Bread Financial retired 15.9% of its shares in twelve months, so this stake grew 18.9% without buying a share.
Shares held, 8 quarters
AIG retired 3.1% of its shares in twelve months, so this stake grew 3.2% without buying a share.
Shares held, 8 quarters
Merck & retired 0.6% of its shares in twelve months, so this stake grew 0.6% without buying a share.
Shares held, 8 quarters
Oracle has retired 42.3% of its shares since its peak.
Shares held, 8 quarters
Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
Adobe retired 7.0% of its shares in twelve months, so this stake grew 7.6% without buying a share.
Shares held, 8 quarters
State Street retired 1.7% of its shares in twelve months, so this stake grew 1.7% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does Richard Pzena own?
In the Q2 2026 13F, Pzena Investment Management held HUM, BAX, DG, SWKS, CTSH, CRBG, PPG, MET, LEA, C, WFC, NOV, PVH, LKQ, CDW, BAC, VOYA, NWL, UHS, AVT, DAL, EQH, GL, SPB, RHI, CI, CSCO, PFE, MHK, CNO, TEL, JPM, MS, ELV, OLN, HSIC, GPC, TGT, CBRE, GD, HCA, BFH, AIG, MRK, ORCL, MSFT, ADBE, STT. 47 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From Pzena Investment Management's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help Richard Pzena?
Bread Financial retired 15.9% of its shares in the last twelve months. That alone made every remaining share, including Richard Pzena's 327,448, 18.9% bigger as a slice of the company, without buying anything.
Richard Pzena’s moves in companies like these are covered on Cannibal Stocks.
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