whalepapers
Overview/ Pzena Investment Management LLC/ Q1 2015

Pzena Investment Management LLC

Richard Pzena · As of Q1 2015 · filed May 8, 2015

Q1 2015

Holdings

151 positions · Δ vs prior quarter
CIGNA CORP
$610.7M
3.4%
4,718,281 −440,510 −8.5% Reduced
HEWLETT-PACKARD CO
$551.0M
3.1%
17,683,338 −543,269 −3.0% Reduced
ORCL ORACLE CORP
$509.1M
2.8%
11,797,564 −450,877 −3.7% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$505.2M
2.8%
9,219,859 −196,723 −2.1% Reduced
C CITIGROUP INC
$503.0M
2.8%
9,762,477 −143,753 −1.5% Reduced
BAC BANK OF AMERICA CORP
$475.7M
2.6%
30,912,335 −311,010 −1.0% Reduced
BP BP PLC-SPONS ADR
$466.7M
2.6%
11,932,772 −238,073 −2.0% Reduced
PH PARKER HANNIFIN CORP
$434.9M
2.4%
3,661,776 +47,148 +1.3% Added
OMC OMNICOM GROUP
$430.2M
2.4%
5,516,790 −587,356 −9.6% Reduced
NWSA NEWS CORP - CLASS A
$427.9M
2.4%
26,725,106 +225,264 +0.9% Added
RDS/A SHELL PLC-SPON ADR-A
$425.1M
2.4%
7,126,558 −126,441 −1.7% Reduced
MS MORGAN STANLEY
$394.5M
2.2%
11,053,886 −514,688 −4.4% Reduced
MSFT MICROSOFT CORP
$374.7M
2.1%
9,216,540 +764,613 +9.0% Added
STAPLES INC
$372.3M
2.1%
22,864,122 −2,588,357 −10.2% Reduced
INTC INTEL CORP
$366.3M
2.0%
11,713,076 −776,579 −6.2% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$355.7M
2.0%
6,896,456 −182,519 −2.6% Reduced
EXMOC EXXON MOBIL CORP
$354.3M
2.0%
4,168,772 −106,172 −2.5% Reduced
VOYA VOYA FINANCIAL INC
$350.8M
1.9%
8,137,084 −232,885 −2.8% Reduced
JPM JPMORGAN CHASE & CO
$349.1M
1.9%
5,762,434 −153,029 −2.6% Reduced
BAX BAXTER INTERNATIONAL INC
$344.4M
1.9%
5,028,418 +1,084,278 +27.5% Added
SWK STANLEY BLACK & DECKER INC
$320.4M
1.8%
3,360,265 +1,150,876 +52.1% Added
BAKER HUGHES INC
$319.2M
1.8%
5,019,909 −135,402 −2.6% Reduced
PNC PNC FINANCIAL SERVICES GROUP
$316.7M
1.8%
3,397,023 +443,824 +15.0% Added
MET METLIFE INC
$311.1M
1.7%
6,154,256 +98,354 +1.6% Added
IPG INTERPUBLIC GROUP OF COS INC
$309.6M
1.7%
13,995,213 −875,592 −5.9% Reduced
GS GOLDMAN SACHS GROUP INC
$307.1M
1.7%
1,633,832 −139,342 −7.9% Reduced
STT STATE STREET CORP
$304.5M
1.7%
4,141,716 −902,864 −17.9% Reduced
ABT ABBOTT LABORATORIES
$295.3M
1.6%
6,373,745 −486,694 −7.1% Reduced
UBS UBS GROUP AG-REG
$291.1M
1.6%
15,506,768 −211,664 −1.3% Reduced
F FORD MOTOR CO
$284.7M
1.6%
17,636,933 +2,583,410 +17.2% Added
AVT AVNET INC
$266.1M
1.5%
5,979,096 +171,087 +2.9% Added
TRW AUTOMOTIVE HOLDINGS CORP
$258.9M
1.4%
2,469,544 −462,632 −15.8% Reduced
BEN FRANKLIN TEMPLETON INC
$248.5M
1.4%
4,841,999 +1,784,554 +58.4% Added
***XL GROUP PLC
$228.9M
1.3%
6,218,968 +52,490 +0.9% Added
MUR MURPHY OIL CORP
$218.4M
1.2%
4,687,046 −100,705 −2.1% Reduced
WILLIS GROUP HOLDINGS LTD
$216.3M
1.2%
4,490,045 −267,411 −5.6% Reduced
GLW CORNING INC
$175.2M
1.0%
7,724,858 −3,632,217 −32.0% Reduced
LAMR LAMAR ADVERTISING CO-A
$160.9M
0.9%
2,715,488 −700,350 −20.5% Reduced
MAS MASCO CORP
$156.4M
0.9%
5,859,013 −4,261,862 −42.1% Reduced
ON ON SEMICONDUCTOR
$141.4M
0.8%
11,679,520 −5,560,701 −32.3% Reduced
CMA COMERICA INC
$141.2M
0.8%
3,128,023 −424,638 −12.0% Reduced
WFC WELLS FARGO & CO
$125.2M
0.7%
2,302,295 −205,488 −8.2% Reduced
PGR PROGRESSIVE CORP
$124.2M
0.7%
4,565,394 +32,676 +0.7% Added
JNJ JOHNSON & JOHNSON
$118.1M
0.7%
1,174,016 −9,950 −0.8% Reduced
RF REGIONS FINANCIAL CORP
$115.3M
0.6%
12,204,991 +798,411 +7.0% Added
KEL KELLANOVA
$110.6M
0.6%
1,677,730 +85,377 +5.4% Added
WMT WALMART INC
$109.7M
0.6%
1,334,049 −28,014 −2.1% Reduced
SUPERIOR ENERGY SERVICES INC
$99.6M
0.6%
4,456,841 −40,555 −0.9% Reduced
TEX TEREX CORP
$98.1M
0.5%
3,690,586 +11,680 +0.3% Added
ETR ENTERGY CORP
$95.5M
0.5%
1,232,622 −114,204 −8.5% Reduced
AETNA INC
$92.4M
0.5%
867,609 −14,647 −1.7% Reduced
LABORATORY CORP OF AMERICA HOLDINGS
$91.8M
0.5%
728,078 −102,570 −12.3% Reduced
NWS NEWS CORP - CLASS B
$87.3M
0.5%
5,499,230 −198,208 −3.5% Reduced
ACM AECOM
$86.9M
0.5%
2,819,465 +763,639 +37.1% Added
CSCO CISCO SYSTEMS INC
$83.0M
0.5%
3,016,965 +13,157 +0.4% Added
KEY KEYCORP
$76.1M
0.4%
5,372,825 −73,050 −1.3% Reduced
PFE PFIZER INC
$75.1M
0.4%
2,159,618 −10,950 −0.5% Reduced
DAN DANA INC
$74.5M
0.4%
3,519,504 +108,163 +3.2% Added
FLEX FLEX LTD
$70.2M
0.4%
5,537,807 +560,275 +11.3% Added
OC OWENS CORNING
$70.2M
0.4%
1,616,621 −219,135 −11.9% Reduced
TEL1USD TE CONNECTIVITY LTD
$68.8M
0.4%
960,228 −659,812 −40.7% Reduced
FITB FIFTH THIRD BANCORP
$65.8M
0.4%
3,493,200 +524,950 +17.7% Added
IVZ INVESCO LTD
$64.8M
0.4%
1,633,150 −15,716 −1.0% Reduced
WED WEBSTER FINANCIAL CORP
$61.3M
0.3%
1,655,063 +232,156 +16.3% Added
SYU1 SYNOVUS FINANCIAL CORP
$60.6M
0.3%
2,164,646 +187,543 +9.5% Added
CFG CITIZENS FINANCIAL GROUP
$60.3M
0.3%
2,500,000 Held
CVS CVS HEALTH CORP
$54.4M
0.3%
527,165 +527,165 New
BDX BECTON DICKINSON AND CO
$53.7M
0.3%
373,824 −28,911 −7.2% Reduced
ATUEUR ACTUANT CORP-A
$47.8M
0.3%
2,015,332 +569,120 +39.4% Added
GNW GENWORTH FINANCIAL INC
$47.6M
0.3%
6,512,725 +3,132,950 +92.7% Added
TECD1USD TECH DATA CORP
$47.1M
0.3%
816,169 +19,111 +2.4% Added
BRC BRADY CORPORATION - CL A
$45.0M
0.3%
1,591,229 −31,255 −1.9% Reduced
ARW ARROW ELECTRONICS INC
$42.3M
0.2%
691,263 +9,708 +1.4% Added
PARTNERRE LTD
$41.3M
0.2%
360,861 −195,702 −35.2% Reduced
ENDURANCE SPECIALTY HOLDINGS
$41.1M
0.2%
671,903 −8,247 −1.2% Reduced
HIG HARTFORD INSURANCE GROUP INC
$40.9M
0.2%
977,801 −761,450 −43.8% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$39.9M
0.2%
593,500 −365,533 −38.1% Reduced
GENERAL CABLE CORP DEL NE
$39.6M
0.2%
2,298,792 −363,676 −13.7% Reduced
WCGEUR WELLCARE HEALTH PLANS INC
$39.0M
0.2%
426,966 −342,038 −44.5% Reduced
TMK TORCHMARK CORP
$38.4M
0.2%
699,436 +508,839 +267.0% Added
9990302D APACHE CORP
$38.0M
0.2%
629,308 −1,825 −0.3% Reduced
KSS KOHLS CORP
$37.9M
0.2%
483,850 −200,700 −29.3% Reduced
NSIT INSIGHT ENTERPRISES INC
$37.7M
0.2%
1,320,174 +91,331 +7.4% Added
ACH ACCENDRA HEALTH INC
$36.5M
0.2%
1,077,426 +183,610 +20.5% Added
PRI PRIMERICA INC
$36.5M
0.2%
716,313 −1,077 −0.2% Reduced
ASB ASSOCIATED BANC-CORP
$35.3M
0.2%
1,898,825 −62,898 −3.2% Reduced
KBR KBR INC
$34.7M
0.2%
2,394,550 +43,725 +1.9% Added
UNITED STATIONERS INC
$33.1M
0.2%
806,874 −60,098 −6.9% Reduced
DIOD DIODES INC
$32.3M
0.2%
1,130,482 −61,854 −5.2% Reduced
TTEK TETRA TECH INC
$32.0M
0.2%
1,333,104 −122,063 −8.4% Reduced
BBCN BANCORP INC
$31.4M
0.2%
2,172,043 +300,224 +16.0% Added
VALIDUS HOLDINGS LTD
$31.2M
0.2%
739,978 +10,565 +1.4% Added
AIZ ASSURANT INC
$31.1M
0.2%
506,398 +158,506 +45.6% Added
ROCK GIBRALTAR INDUSTRIES INC
$30.3M
0.2%
1,847,573 −10,222 −0.6% Reduced
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$29.9M
0.2%
1,720,823 −63,018 −3.5% Reduced
CON-WAY INC
$29.8M
0.2%
674,614 −24,468 −3.5% Reduced
NATIONAL PENN BANCSHARES INC
$29.2M
0.2%
2,709,611 −79,468 −2.8% Reduced
VIV1USD TELEFONICA BRASIL-ADR PREF
$29.1M
0.2%
1,903,275 +1,903,275 New
TCF FINANCIAL CORP
$29.1M
0.2%
1,848,459 +76,702 +4.3% Added
CMCO COLUMBUS MCKINNON CORP/NY
$28.7M
0.2%
1,066,128 −58,183 −5.2% Reduced
L-3 COMMUNICATIONS
$26.8M
0.1%
213,173 −4,350 −2.0% Reduced
MATW MATTHEWS INTL CORP-CLASS A
$25.8M
0.1%
500,095 −22,343 −4.3% Reduced
LMEUR LEGG MASON INC
$25.3M
0.1%
458,656 −113,951 −19.9% Reduced
SRI STONERIDGE INC
$25.3M
0.1%
2,241,636 −72,298 −3.1% Reduced
TRS TRIMAS CORP
$24.3M
0.1%
788,937 −23,170 −2.9% Reduced
UPBD UPBOUND GROUP INC
$24.1M
0.1%
879,219 −42,284 −4.6% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$23.6M
0.1%
470,585 +16,724 +3.7% Added
PHH CORP
$22.3M
0.1%
921,948 −31,700 −3.3% Reduced
JBL JABIL INC
$21.5M
0.1%
917,604 −542 −0.1% Reduced
GFF GRIFFON CORP
$20.4M
0.1%
1,168,562 −743,971 −38.9% Reduced
SYMETRA FINANCIAL CORP
$20.3M
0.1%
867,135 −1,125 −0.1% Reduced
ASPEN INSURANCE HOLDINGS LTD
$19.4M
0.1%
410,262 +1,876 +0.5% Added
HOSPITALITY PROPERTIES TRUST
$19.3M
0.1%
586,524 −587,971 −50.1% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$18.6M
0.1%
639,809 −248,676 −28.0% Reduced
MWA MUELLER WATER PRODUCTS INC-A
$17.5M
0.1%
1,777,821 −177,337 −9.1% Reduced
TPC TUTOR PERINI CORP
$17.4M
0.1%
747,154 −21,145 −2.8% Reduced
SCHN1EUR SCHNITZER STEEL INDS INC-A
$16.6M
0.1%
1,045,126 +290,009 +38.4% Added
CUBUSD CUBIC CORP
$16.0M
0.1%
309,232 −3,383 −1.1% Reduced
PG PROCTER & GAMBLE CO
$15.4M
0.1%
187,604 +12,975 +7.4% Added
ASHLAND INC
$15.2M
0.1%
119,075 Held
RRX REGAL REXNORD CORP
$14.8M
0.1%
185,400 Held
EPR EPR PROPERTIES
$14.4M
0.1%
239,975 Held
ALL ALLSTATE CORP
$13.5M
0.1%
189,640 Held
MONSTER WORLDWIDE INC
$13.1M
0.1%
2,063,818 −917,035 −30.8% Reduced
ROWAN COMPANIES PLC - A
$12.9M
0.1%
730,525 Held
EG EVEREST GROUP LTD
$12.5M
0.1%
71,660 +60 +0.1% Added
COP CONOCOPHILLIPS
$12.4M
0.1%
198,910 +198,910 New
WSFS WSFS FINANCIAL CORP
$12.3M
0.1%
162,142 −8,501 −5.0% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$11.9M
0.1%
839,292 −4,886 −0.6% Reduced
EXC EXELON CORP
$11.2M
0.1%
333,668 −2,698 −0.8% Reduced
INGRAM MICRO INC CL-A
$11.1M
0.1%
442,050 +110,350 +33.3% Added
MLKN MILLERKNOLL INC
$10.9M
0.1%
391,110 −134,498 −25.6% Reduced
EIX EDISON INTERNATIONAL
$10.3M
0.1%
165,609 +165,609 New
STANCORP FINANCIAL GROUP
$10.0M
0.1%
145,766 +145,766 New
TSM TAIWAN SEMICONDUCTOR-SP ADR
$9.1M
0.1%
386,375 Held
INTERNATIONAL GAME TECHNOLOGY
$8.8M
0.0%
508,254 +1,904 +0.4% Added
ARC DOCUMENT SOLUTIONS INC
$7.5M
0.0%
809,658 −65,191 −7.5% Reduced
G GENPACT LTD
$6.3M
0.0%
270,225 +270,225 New
IBN ICICI BANK LTD-SPON ADR
$6.1M
0.0%
592,750 +592,750 New
CTSH COGNIZANT TECH SOLUTIONS-A
$5.3M
0.0%
85,125 +85,125 New
ACE LTD
$5.3M
0.0%
47,147 +3,463 +7.9% Added
OGZD GAZPROM PJSC-SPON ADR
$4.4M
0.0%
937,500 +937,500 New
INFY INFOSYS LTD-SP ADR
$4.3M
0.0%
121,878 +121,878 New
ADVANCED SEMICONDUCTOR E-ADR
$4.0M
0.0%
553,800 Held
BPOP POPULAR INC
$3.8M
0.0%
110,730 Held
WIT WIPRO LTD-ADR
$3.4M
0.0%
254,675 +254,675 New
KEY ENERGY SERVICES INC
$2.3M
0.0%
1,283,343 +1,283,343 New
SHG SHINHAN FINANCIAL GROUP-ADR
$1.7M
0.0%
46,325 −23,475 −33.6% Reduced
STEEL EXCEL INC
$1.4M
0.0%
67,212 Held
PBR PETROLEO BRASILEIRO-SPON ADR
$457K
0.0%
76,100 Held
USNZY USINAS SIDERURG MINAS-SP ADR
$59K
0.0%
37,407 +23,625 +171.4% Added

Sold positions

2 closed in Q1 2015 · shares & value as of prior filing
Holding Shares sold Prior value
MUSA MURPHY USA INC
22,011 $1.5M
PJCEUR PIPER SANDLER COS
4,688 $272K

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.