Richard Pzena’s HAL Holdings & Trades

First Buy
Q3 2013
Duration Held
49 Quarters
Largest Add
Q1 2020
+15.1 M Shares
Current Position
5.35 M Shares
$131.53 M Value

Richard Pzena's HAL Position Overview

Richard Pzena (via Pzena Investment Management LLC) currently holds 5.35 M shares of Halliburton Company (HAL) worth $131.53 M, representing 0.43% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.

Based on 13F filings since 2013, Richard Pzena has maintained a long-term strategic position in HAL, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2020, adding 15.1 M shares. Largest reduction occurred in Q1 2022, reducing 15.86 M shares.

Analysis based on 13F filings available since 2013 Q2

Richard Pzena's Halliburton Company (HAL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Halliburton Company (HAL) Trades by Richard Pzena

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2013 +5,050 New Buy 5,050 $48.12
Q2 2014 -5,050 Sold Out 5,050 $0.00
Q1 2016 +3.53 M New Buy 3.53 M $35.72
Q2 2016 +101,688 Add 2.88% 3.64 M $45.29
Q3 2016 -511,131 Reduce 14.06% 3.13 M $44.88
Q4 2016 -681,497 Reduce 21.81% 2.44 M $54.09
Q1 2017 -1.68 M Reduce 68.77% 763,105 $49.21
Q2 2017 -10,219 Reduce 1.34% 752,886 $42.71
Q3 2017 +3.3 M Add 438.22% 4.05 M $46.03
Q4 2017 -6,815 Reduce 0.17% 4.05 M $48.87
Q1 2018 +147,281 Add 3.64% 4.19 M $46.94
Q2 2018 -385,457 Reduce 9.19% 3.81 M $45.06
Q3 2018 +400,223 Add 10.51% 4.21 M $40.53
Q4 2018 +2.15 M Add 51.16% 6.36 M $26.58
Q1 2019 +6.07 M Add 95.41% 12.43 M $29.30
Q2 2019 +11.16 M Add 89.83% 23.59 M $22.74
Q3 2019 +3.11 M Add 13.16% 26.7 M $18.85
Q4 2019 +4.87 M Add 18.24% 31.57 M $24.47
Q1 2020 +15.1 M Add 47.84% 46.67 M $6.85
Q2 2020 -7.33 M Reduce 15.70% 39.34 M $12.98
Q3 2020 +633,761 Add 1.61% 39.97 M $12.05
Q4 2020 -1.29 M Reduce 3.24% 38.68 M $18.90
Q1 2021 -2.89 M Reduce 7.47% 35.79 M $21.46
Q2 2021 +2.68 M Add 7.48% 38.47 M $23.12
Q3 2021 +546,241 Add 1.42% 39.01 M $21.62
Q4 2021 -388,414 Reduce 1.00% 38.62 M $22.87
Q1 2022 -15.86 M Reduce 41.05% 22.77 M $37.87
Q2 2022 -6.09 M Reduce 26.75% 16.68 M $31.36
Q3 2022 -1.06 M Reduce 6.34% 15.62 M $24.62
Q4 2022 -7.73 M Reduce 49.47% 7.89 M $39.35
Q1 2023 -734,763 Reduce 9.31% 7.16 M $31.64
Q2 2023 +248,000 Add 3.46% 7.41 M $32.99
Q3 2023 -3.84 M Reduce 51.83% 3.57 M $40.50
Q4 2023 -1.45 M Reduce 40.77% 2.11 M $36.15
Q1 2024 -560,621 Reduce 26.53% 1.55 M $39.42
Q2 2024 -10,647 Reduce 0.69% 1.54 M $33.78
Q3 2024 +208 Add 0.01% 1.54 M $29.05
Q4 2024 +5,650 Add 0.37% 1.55 M $27.19
Q1 2025 +43,474 Add 2.81% 1.59 M $25.37
Q2 2025 +2.14 M Add 134.68% 3.73 M $20.38
Q3 2025 +1.61 M Add 43.18% 5.35 M $24.60

Richard Pzena's Halliburton Company Investment FAQs

Richard Pzena first purchased Halliburton Company (HAL) in Q3 2013, acquiring 5,050 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena has held Halliburton Company (HAL) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena's largest addition to Halliburton Company (HAL) was in Q1 2020, adding 46,668,019 shares worth $319.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 5,346,596 shares of Halliburton Company (HAL), valued at approximately $131.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Halliburton Company (HAL) represents approximately 0.43% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena's peak holding in Halliburton Company (HAL) was 46,668,019 shares, as reported at the end of Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.