PZENA INVESTMENT MANAGEMENT LLC PLOW — DOUGLAS DYNAMICS INC

Ownership history in PZENA INVESTMENT MANAGEMENT LLC  ·  8 quarters on record

AI Ownership Summary

PZENA INVESTMENT MANAGEMENT LLC reported DOUGLAS DYNAMICS INC (PLOW) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.22% in 2025 Q3. The latest visible filing shows PLOW at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PLOW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PZENA INVESTMENT MANAGEMENT LLC's position in DOUGLAS DYNAMICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PLOW was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PLOW stock page PZENA INVESTMENT MANAGEMENT LLC fund profile PZENA INVESTMENT MANAGEMENT LLC full holdings
How PZENA INVESTMENT MANAGEMENT LLC held PLOW — position size vs. price
% of Fund (quarterly)    PLOW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,593,133 -533,475 -25.1% 0.22% $67.1M 2026-04-24 $46.45
2025 Q4 REDUCED — — — 2,126,608 -92,215 -4.2% 0.21% $69.4M 2026-02-06 $40.08
2025 Q3 REDUCED — — — 2,218,823 -62,764 -2.8% 0.22% $69.4M 2025-11-07 $30.27
2025 Q2 ADDED — — — 2,281,587 +8,584 +0.4% 0.22% $67.2M 2025-07-25 $28.53
2025 Q1 ADDED — — — 2,273,003 +593,962 +35.4% 0.18% $52.8M 2025-05-02 $23.68
2024 Q4 ADDED — — — 1,679,041 +54,221 +3.3% 0.14% $39.7M 2025-02-07 $24.46
2024 Q3 ADDED — — — 1,624,820 +222,945 +15.9% 0.14% $44.8M 2024-11-08 $23.96
2024 Q2 INITIATED — — — 1,401,875 — — 0.12% $32.8M 2024-08-02 $25.96

🏢 Other funds also holding PLOW

As of 2026 Q1 — sorted by position size

Ararat Capital Management LP 3Y 7.62% Sovereign's Capital Management, LLC 2.5% ICON ADVISERS INC/CO 3Y 7Y 2.01% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.51% 1492 Capital Management LLC 3Y 7Y 1.42% Nicholas Wealth, LLC. 0.89% Ranger Investment Management, L.P. 3Y 7Y 0.79% GLOBEFLEX CAPITAL L P 3Y 7Y 0.55% Jackson Creek Investment Advisors LLC 3Y 0.51% WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 3Y 0.45%

FAQ About PZENA INVESTMENT MANAGEMENT LLC and PLOW

These are the practical questions this page is built to answer before you even open the full history table.

How long has PZENA INVESTMENT MANAGEMENT LLC reported owning PLOW?

PZENA INVESTMENT MANAGEMENT LLC reported PLOW across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported PLOW position in PZENA INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for PLOW was 0.22% in 2025 Q3.

What is the latest reported PLOW position on this page?

The most recent filing on this page is 2026 Q1, when PZENA INVESTMENT MANAGEMENT LLC reported 1,593,133 shares, equal to 0.22% of portfolio, with an estimated market value of $67.1M.

What does the chart on this PLOW ownership page compare?

The chart compares PZENA INVESTMENT MANAGEMENT LLC's quarterly PLOW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PZENA INVESTMENT MANAGEMENT LLC time their PLOW position?

Based on 13F filing dates vs. subsequent PLOW price moves, PZENA INVESTMENT MANAGEMENT LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on PLOW relative to SPY over the holding period was +16.8%.

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