Richard Pzena's MBC Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 3.81 M shares of MasterBrand, Inc. (MBC) worth $31.69 M, representing 0.10% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in MBC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 2.99 M shares. Largest reduction occurred in Q1 2024, reducing 493,615 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's MasterBrand (MBC) Holding Value Over Time
Track share changes against reported price movement
Quarterly MasterBrand (MBC) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +28,093 | Add 0.74% | 3.81 M | $8.31 |
| Q4 2025 | -337,133 | Reduce 8.18% | 3.79 M | $11.04 |
| Q3 2025 | -31,697 | Reduce 0.76% | 4.12 M | $13.17 |
| Q2 2025 | +1.3 M | Add 45.30% | 4.15 M | $10.93 |
| Q1 2025 | +11,599 | Add 0.41% | 2.86 M | $13.06 |
| Q4 2024 | +9,169 | Add 0.32% | 2.85 M | $14.61 |
| Q3 2024 | +35,497 | Add 1.27% | 2.84 M | $18.54 |
| Q2 2024 | -97,452 | Reduce 3.36% | 2.8 M | $14.68 |
| Q1 2024 | -493,615 | Reduce 14.54% | 2.9 M | $18.74 |
| Q4 2023 | -196,200 | Reduce 5.46% | 3.39 M | $14.85 |
| Q3 2023 | -60,696 | Reduce 1.66% | 3.59 M | $12.15 |
| Q2 2023 | -115,545 | Reduce 3.07% | 3.65 M | $11.63 |
| Q1 2023 | +2.99 M | Add 383.13% | 3.77 M | $8.04 |
| Q4 2022 | +779,649 | New Buy | 779,649 | $7.55 |
Richard Pzena's MasterBrand Investment FAQs
Richard Pzena first purchased MasterBrand, Inc. (MBC) in Q4 2022, acquiring 779,649 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 MasterBrand, Inc. (MBC) for 14 quarters since Q4 2022.
Richard Pzena's largest addition to MasterBrand, Inc. (MBC) was in Q1 2023, adding 3,766,727 shares worth $30.28 M.
According to the latest 13F filing for Q1 2026, Richard Pzena's firm, Pzena Investment Management LLC, owns 3,814,014 shares of MasterBrand, Inc. (MBC), valued at approximately $31.69 M.
As of the Q1 2026 filing, MasterBrand, Inc. (MBC) represents approximately 0.10% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in MasterBrand, Inc. (MBC) was 4,154,751 shares, as reported at the end of Q2 2025.