whalepapers
Overview/ Pzena Investment Management LLC/ Q1 2014

Pzena Investment Management LLC

Richard Pzena · As of Q1 2014 · filed May 9, 2014

Q1 2014

Holdings

146 positions · Δ vs prior quarter
HEWLETT-PACKARD CO
$874.5M
5.0%
27,025,248 −3,586,080 −11.7% Reduced
ORCL ORACLE CORP
$602.8M
3.5%
14,734,795 −2,362,956 −13.8% Reduced
BAKER HUGHES INC
$579.2M
3.3%
8,907,656 −791,895 −8.2% Reduced
BP BP PLC-SPONS ADR
$523.9M
3.0%
10,891,504 +24,825 +0.2% Added
RDS/A SHELL PLC-SPON ADR-A
$505.0M
2.9%
6,911,709 −86,742 −1.2% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$501.6M
2.9%
10,030,795 −272,142 −2.6% Reduced
OMC OMNICOM GROUP
$475.2M
2.7%
6,544,833 −375,839 −5.4% Reduced
C CITIGROUP INC
$474.8M
2.7%
9,974,473 +1,944,509 +24.2% Added
MSFT MICROSOFT CORP
$441.0M
2.5%
10,758,726 −184,241 −1.7% Reduced
BAC BANK OF AMERICA CORP
$435.1M
2.5%
25,296,661 −939,145 −3.6% Reduced
CIGNA CORP
$403.8M
2.3%
4,823,204 +677,763 +16.3% Added
MS MORGAN STANLEY
$382.8M
2.2%
12,280,237 −204,073 −1.6% Reduced
NWSA NEWS CORP - CLASS A
$372.3M
2.1%
21,618,548 +5,624,658 +35.2% Added
EXMOC EXXON MOBIL CORP
$362.9M
2.1%
3,715,591 +212,863 +6.1% Added
STAPLES INC
$361.6M
2.1%
31,883,452 +2,144,484 +7.2% Added
JPM JPMORGAN CHASE & CO
$356.0M
2.0%
5,863,895 −146,561 −2.4% Reduced
PH PARKER HANNIFIN CORP
$352.4M
2.0%
2,944,096 −121,389 −4.0% Reduced
INTC INTEL CORP
$339.9M
1.9%
13,169,524 +3,755,101 +39.9% Added
MET METLIFE INC
$325.6M
1.9%
6,165,962 −70,298 −1.1% Reduced
STT STATE STREET CORP
$321.2M
1.8%
4,618,131 +1,368,442 +42.1% Added
PNC PNC FINANCIAL SERVICES GROUP
$302.6M
1.7%
3,477,644 −102,524 −2.9% Reduced
ING US INC
$298.8M
1.7%
8,238,533 +960,608 +13.2% Added
BDX BECTON DICKINSON AND CO
$297.1M
1.7%
2,537,209 −97,542 −3.7% Reduced
TRW AUTOMOTIVE HOLDINGS CORP
$295.9M
1.7%
3,624,742 +574,593 +18.8% Added
UBS AG
$293.6M
1.7%
14,169,028 −402,929 −2.8% Reduced
GS GOLDMAN SACHS GROUP INC
$284.2M
1.6%
1,734,213 −46,666 −2.6% Reduced
ABT ABBOTT LABORATORIES
$267.0M
1.5%
6,934,282 +507,718 +7.9% Added
GM GENERAL MOTORS CO
$258.4M
1.5%
7,506,631 +437,655 +6.2% Added
AXS AXIS CAPITAL HOLDINGS LTD
$255.7M
1.5%
5,577,515 +30,993 +0.6% Added
IVZ INVESCO LTD
$240.8M
1.4%
6,508,696 −641,743 −9.0% Reduced
ETR ENTERGY CORP
$239.3M
1.4%
3,579,922 −163,155 −4.4% Reduced
GLW CORNING INC
$231.4M
1.3%
11,113,952 +8,142,139 +274.0% Added
AVT AVNET INC
$226.8M
1.3%
4,874,652 +151,058 +3.2% Added
IPG INTERPUBLIC GROUP OF COS INC
$224.5M
1.3%
13,095,449 +1,703,283 +15.0% Added
LABORATORY CORPORATION OF AMERICA HOLDINGS
$221.7M
1.3%
2,256,910 −148,171 −6.2% Reduced
WILLIS GROUP HOLDINGS LTD
$216.7M
1.2%
4,911,399 +239,885 +5.1% Added
MAS MASCO CORP
$196.7M
1.1%
8,857,969 −90,454 −1.0% Reduced
CMA COMERICA INC
$193.2M
1.1%
3,730,059 −131,751 −3.4% Reduced
WFC WELLS FARGO & CO
$176.8M
1.0%
3,554,823 −426,194 −10.7% Reduced
TEL1USD TE CONNECTIVITY LTD
$173.4M
1.0%
2,880,432 −1,615,564 −35.9% Reduced
BEN FRANKLIN TEMPLETON INC
$170.1M
1.0%
3,138,724 −91,005 −2.8% Reduced
PARTNERRE LTD
$160.1M
0.9%
1,546,777 +31,175 +2.1% Added
NWS NEWS CORP - CLASS B
$105.1M
0.6%
6,291,920 −152,778 −2.4% Reduced
WMT WALMART INC
$98.5M
0.6%
1,288,713 +263,945 +25.8% Added
SUPERIOR ENERGY SERVICES INC
$97.3M
0.6%
3,161,577 +226,408 +7.7% Added
9990302D APACHE CORP
$92.4M
0.5%
1,113,734 +167,141 +17.7% Added
ON ON SEMICONDUCTOR
$88.3M
0.5%
9,392,052 +7,319,096 +353.1% Added
CSCO CISCO SYSTEMS INC
$85.7M
0.5%
3,825,300 −3,975 −0.1% Reduced
JNJ JOHNSON & JOHNSON
$85.3M
0.5%
868,139 +1,681 +0.2% Added
KSS KOHLS CORP
$79.0M
0.5%
1,391,675 +43,360 +3.2% Added
LMEUR LEGG MASON INC
$75.3M
0.4%
1,535,849 −156,981 −9.3% Reduced
AIZ ASSURANT INC
$72.8M
0.4%
1,121,234 +30,366 +2.8% Added
KEY KEYCORP
$64.6M
0.4%
4,536,975 −2,282,850 −33.5% Reduced
RF REGIONS FINANCIAL CORP
$64.1M
0.4%
5,770,361 +177,950 +3.2% Added
ALL ALLSTATE CORP
$60.6M
0.3%
1,071,697 +44,532 +4.3% Added
URS CORP
$58.6M
0.3%
1,245,093 +147,567 +13.4% Added
AETNA INC
$58.2M
0.3%
776,431 +42,485 +5.8% Added
FITB FIFTH THIRD BANCORP
$56.7M
0.3%
2,469,250 +100,950 +4.3% Added
DGX QUEST DIAGNOSTICS INC
$56.3M
0.3%
972,200 −242,850 −20.0% Reduced
DELPHI AUTOMOTIVE PLC
$56.3M
0.3%
829,678 −1,631,462 −66.3% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$55.0M
0.3%
973,695 −24,631 −2.5% Reduced
TEX TEREX CORP
$54.5M
0.3%
1,230,566 +1,104,272 +874.4% Added
HIG HARTFORD INSURANCE GROUP INC
$52.8M
0.3%
1,497,369 +68,475 +4.8% Added
DAN DANA INC
$52.3M
0.3%
2,249,595 −165,014 −6.8% Reduced
OC OWENS CORNING
$51.9M
0.3%
1,202,105 −150,167 −11.1% Reduced
HOSPITALITY PROPERTIES TRUST
$49.0M
0.3%
1,706,653 +201,720 +13.4% Added
CON-WAY INC
$48.9M
0.3%
1,189,444 +210,143 +21.5% Added
TAP MOLSON COORS BEVERAGE CO - B
$46.5M
0.3%
789,850 −750 −0.1% Reduced
L-3 COMMUNICATIONS
$45.3M
0.3%
383,648 −1,378,214 −78.2% Reduced
MUSA MURPHY USA INC
$43.7M
0.3%
1,077,569 +162,170 +17.7% Added
PJCEUR PIPER SANDLER COS
$43.0M
0.2%
939,963 +187,062 +24.8% Added
DIOD DIODES INC
$43.0M
0.2%
1,645,500 +215,770 +15.1% Added
BRC BRADY CORPORATION - CL A
$41.1M
0.2%
1,515,363 +370,423 +32.4% Added
UPBD UPBOUND GROUP INC
$40.8M
0.2%
1,533,547 +578,694 +60.6% Added
GD GENERAL DYNAMICS CORP
$40.0M
0.2%
367,625 −200,200 −35.3% Reduced
PRI PRIMERICA INC
$39.8M
0.2%
844,745 +120,690 +16.7% Added
TTEK TETRA TECH INC
$38.7M
0.2%
1,308,457 −159,137 −10.8% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$37.5M
0.2%
816,406 −23,792 −2.8% Reduced
ASPEN INSURANCE HOLDINGS LTD
$37.5M
0.2%
943,737 −27,637 −2.8% Reduced
ATUEUR ACTUANT CORP-A
$37.2M
0.2%
1,090,284 +296,435 +37.3% Added
WCGEUR WELLCARE HEALTH PLANS INC
$36.5M
0.2%
574,333 +44,473 +8.4% Added
FLEX FLEX LTD
$35.5M
0.2%
3,840,050 +931,100 +32.0% Added
TPC TUTOR PERINI CORP
$34.5M
0.2%
1,201,649 −49,170 −3.9% Reduced
BBCN BANCORP INC
$34.2M
0.2%
1,993,124 −85,602 −4.1% Reduced
SYNOVUS FINANCIAL CORP
$34.1M
0.2%
10,064,075 +4,852,509 +93.1% Added
INGRAM MICRO INC CL-A
$34.0M
0.2%
1,151,280 −944,889 −45.1% Reduced
WED WEBSTER FINANCIAL CORP
$34.0M
0.2%
1,093,314 +80,725 +8.0% Added
NATIONAL PENN BANCSHARES INC
$32.0M
0.2%
3,061,223 +580,900 +23.4% Added
TCF FINANCIAL CORP
$32.0M
0.2%
1,918,296 −72,344 −3.6% Reduced
CHE CHEMED CORP
$31.0M
0.2%
347,051 −15,292 −4.2% Reduced
ASB ASSOCIATED BANC-CORP
$30.5M
0.2%
1,687,823 +1,687,823 New
NSIT INSIGHT ENTERPRISES INC
$30.1M
0.2%
1,198,988 −38,705 −3.1% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$29.6M
0.2%
1,252,453 −77,674 −5.8% Reduced
CMCO COLUMBUS MCKINNON CORP/NY
$27.6M
0.2%
1,029,573 +327,669 +46.7% Added
PHH CORP
$26.8M
0.2%
1,035,567 −48,221 −4.4% Reduced
LLY ELI LILLY & CO
$25.4M
0.1%
431,625 −525 −0.1% Reduced
VCA ANTECH INC
$24.6M
0.1%
764,519 −301,050 −28.3% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$24.5M
0.1%
2,081,578 −62,516 −2.9% Reduced
SCHN1EUR SCHNITZER STEEL INDS INC-A
$23.9M
0.1%
828,741 −9,466 −1.1% Reduced
MONSTER WORLDWIDE INC
$23.6M
0.1%
3,159,782 −78,889 −2.4% Reduced
SRI STONERIDGE INC
$23.2M
0.1%
2,067,707 +1,722,689 +499.3% Added
MATW MATTHEWS INTL CORP-CLASS A
$23.1M
0.1%
567,120 −21,416 −3.6% Reduced
GFF GRIFFON CORP
$23.0M
0.1%
1,929,351 −29,586 −1.5% Reduced
MWA MUELLER WATER PRODUCTS INC-A
$20.5M
0.1%
2,154,405 −151,812 −6.6% Reduced
MLKN MILLERKNOLL INC
$20.1M
0.1%
625,294 −15,426 −2.4% Reduced
ARW ARROW ELECTRONICS INC
$20.0M
0.1%
336,650 +336,650 New
RNR RENAISSANCERE HOLDINGS LTD
$19.6M
0.1%
200,949 +57,913 +40.5% Added
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$17.9M
0.1%
1,047,099 −11,110 −1.0% Reduced
ARC DOCUMENT SOLUTIONS INC
$17.8M
0.1%
2,395,685 −158,777 −6.2% Reduced
ACM AECOM
$17.0M
0.1%
528,256 +143,831 +37.4% Added
UNITED STATIONERS INC
$16.7M
0.1%
406,203 +266,608 +191.0% Added
WSFS WSFS FINANCIAL CORP
$13.6M
0.1%
190,301 −10,244 −5.1% Reduced
ENGILITY HOLDINGS INC
$11.3M
0.1%
251,366 −520,365 −67.4% Reduced
VALIDUS HOLDINGS LTD
$10.8M
0.1%
287,595 +139,379 +94.0% Added
PG PROCTER & GAMBLE CO
$9.2M
0.1%
114,251 +4,189 +3.8% Added
TMK TORCHMARK CORP
$8.4M
0.0%
106,124 +300 +0.3% Added
KBR KBR INC
$8.3M
0.0%
311,475 +311,475 New
TSM TAIWAN SEMICONDUCTOR-SP ADR
$7.8M
0.0%
388,650 +2,806 +0.7% Added
BANCORPSOUTH INC
$6.7M
0.0%
269,735 −1,113,858 −80.5% Reduced
ADVANCED SEMICONDUCTOR E-ADR
$6.6M
0.0%
1,197,375 +9,275 +0.8% Added
MUR MURPHY OIL CORP
$6.2M
0.0%
98,495 +98,495 New
EXC EXELON CORP
$5.0M
0.0%
149,382 +149,382 New
FE FIRSTENERGY CORP
$4.9M
0.0%
144,650 +144,650 New
JBL JABIL INC
$4.9M
0.0%
271,400 +271,400 New
SHG SHINHAN FINANCIAL GROUP-ADR
$4.4M
0.0%
100,475 +17,450 +21.0% Added
ROWAN COMPANIES PLC - A
$4.3M
0.0%
128,496 +128,496 New
BPOP POPULAR INC
$3.4M
0.0%
111,303 Held
SYMETRA FINANCIAL CORP
$3.3M
0.0%
167,550 +167,550 New
PGR PROGRESSIVE CORP
$3.3M
0.0%
136,200 +136,200 New
EG EVEREST GROUP LTD
$2.7M
0.0%
17,800 +17,800 New
WDC WESTERN DIGITAL CORP
$2.6M
0.0%
28,400 +28,400 New
KEL KELLANOVA
$2.6M
0.0%
41,541 +41,541 New
STEEL EXCEL INC
$2.6M
0.0%
81,192 −375 −0.5% Reduced
ASHLAND INC
$2.5M
0.0%
25,600 +25,600 New
ENDURANCE SPECIALTY HOLDINGS
$2.5M
0.0%
47,200 +47,200 New
EPR EPR PROPERTIES
$2.5M
0.0%
47,200 +47,200 New
RRX REGAL REXNORD CORP
$2.5M
0.0%
34,400 +34,400 New
INTERNATIONAL GAME TECHNOLOGY
$2.4M
0.0%
168,800 +168,800 New
NOC NORTHROP GRUMMAN CORP
$2.4M
0.0%
19,184 −32 −0.2% Reduced
TECD1USD TECH DATA CORP
$2.2M
0.0%
36,375 +36,375 New
E ENI SPA-SPONSORED ADR
$1.4M
0.0%
27,500 Held
TMUS T-MOBILE US INC
$581K
0.0%
17,600 −1,033,250 −98.3% Reduced
PROTECTIVE LIFE CORP
$488K
0.0%
9,275 −144,673 −94.0% Reduced
ACE LTD
$331K
0.0%
3,342 +3,342 New
HARTE-HANKS INC.
$319K
0.0%
36,124 −2,878,435 −98.8% Reduced
HAL HALLIBURTON CO
$297K
0.0%
5,050 Held

Sold positions

4 closed in Q1 2014 · shares & value as of prior filing
Holding Shares sold Prior value
GOOGLE INC.
77,999 $87.4M
AXE3EUR ANIXTER INTERNATIONAL INC
398,159 $35.8M
JONES GROUP INC
1,837,433 $27.5M
AEROPOSTALE INC.
2,143,973 $19.5M

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.