whalepapers
Overview/ Pzena Investment Management LLC/ Q1 2016

Pzena Investment Management LLC

Richard Pzena · As of Q1 2016 · filed May 6, 2016

Q1 2016

Holdings

152 positions · Δ vs prior quarter
RDS/A SHELL PLC-SPON ADR-A
$485.4M
3.0%
10,019,575 +50,194 +0.5% Added
PH PARKER HANNIFIN CORP
$436.3M
2.7%
3,927,461 +87,730 +2.3% Added
ORCL ORACLE CORP
$426.0M
2.6%
10,412,043 −335,871 −3.1% Reduced
EXMOC EXXON MOBIL CORP
$416.3M
2.6%
4,980,581 −1,092,023 −18.0% Reduced
BEN FRANKLIN TEMPLETON INC
$413.8M
2.5%
10,597,669 +1,134,749 +12.0% Added
C CITIGROUP INC
$411.8M
2.5%
9,863,370 +786,744 +8.7% Added
BAC BANK OF AMERICA CORP
$409.3M
2.5%
30,276,786 +1,607,982 +5.6% Added
DOV DOVER CORP
$394.7M
2.4%
6,134,956 +463,434 +8.2% Added
WMT WALMART INC
$391.4M
2.4%
5,714,764 −431,039 −7.0% Reduced
OMC OMNICOM GROUP
$387.9M
2.4%
4,660,163 −940,476 −16.8% Reduced
STAPLES INC
$379.0M
2.3%
34,361,523 +1,056,812 +3.2% Added
NWSA NEWS CORP - CLASS A
$374.3M
2.3%
29,310,269 −91,920 −0.3% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$369.4M
2.3%
20,837,525 +515,664 +2.5% Added
AIG AMERICAN INTERNATIONAL GROUP
$357.1M
2.2%
6,607,420 −970,616 −12.8% Reduced
VOYA VOYA FINANCIAL INC
$344.2M
2.1%
11,563,391 +4,168,230 +56.4% Added
STXN SEAGATE TECHNOLOGY HOLDINGS
$337.8M
2.1%
9,804,268 +8,977,799 +1086.3% Added
JPM JPMORGAN CHASE & CO
$318.5M
2.0%
5,378,062 −45,915 −0.8% Reduced
MS MORGAN STANLEY
$316.4M
1.9%
12,649,083 +3,165,465 +33.4% Added
INTC INTEL CORP
$304.3M
1.9%
9,405,645 −794,817 −7.8% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$294.1M
1.8%
5,303,536 −333,474 −5.9% Reduced
GS GOLDMAN SACHS GROUP INC
$289.4M
1.8%
1,843,793 +305,063 +19.8% Added
IPG INTERPUBLIC GROUP OF COS INC
$280.5M
1.7%
12,221,112 −563,711 −4.4% Reduced
MET METLIFE INC
$273.8M
1.7%
6,232,310 +240,039 +4.0% Added
MUR MURPHY OIL CORP
$272.4M
1.7%
10,812,354 +6,100,336 +129.5% Added
BP BP PLC-SPONS ADR
$271.2M
1.7%
8,987,246 −677,262 −7.0% Reduced
HPQ HP INC
$261.0M
1.6%
21,188,101 +848,495 +4.2% Added
SWK STANLEY BLACK & DECKER INC
$251.3M
1.5%
2,388,244 −555,968 −18.9% Reduced
F FORD MOTOR CO
$248.9M
1.5%
18,433,504 +146,325 +0.8% Added
RF REGIONS FINANCIAL CORP
$243.0M
1.5%
30,951,769 +5,088,459 +19.7% Added
MSFT MICROSOFT CORP
$226.7M
1.4%
4,104,570 −3,244,106 −44.1% Reduced
UBS UBS GROUP AG-REG
$194.5M
1.2%
12,141,704 −195,293 −1.6% Reduced
ABT ABBOTT LABORATORIES
$194.2M
1.2%
4,642,170 −218,959 −4.5% Reduced
STT STATE STREET CORP
$191.9M
1.2%
3,279,296 +45,489 +1.4% Added
AVT AVNET INC
$190.5M
1.2%
4,300,793 +156,075 +3.8% Added
XL GROUP PLC
$188.5M
1.2%
5,122,904 −572,773 −10.1% Reduced
PNC PNC FINANCIAL SERVICES GROUP
$186.3M
1.1%
2,203,011 −514,738 −18.9% Reduced
CVE CENOVUS ENERGY INC
$174.1M
1.1%
13,390,425 +9,293,002 +226.8% Added
BAX BAXTER INTERNATIONAL INC
$167.8M
1.0%
4,084,406 −652,576 −13.8% Reduced
WTW WILLIS TOWERS WATSON PLC
$148.4M
0.9%
1,251,011 +1,251,011 New
LAMR LAMAR ADVERTISING CO-A
$138.6M
0.9%
2,254,188 −89,794 −3.8% Reduced
JNJ JOHNSON & JOHNSON
$128.3M
0.8%
1,185,329 +10,805 +0.9% Added
HAL HALLIBURTON CO
$126.3M
0.8%
3,534,585 +3,534,585 New
ON ON SEMICONDUCTOR
$125.0M
0.8%
13,030,043 +1,878,127 +16.8% Added
TEX TEREX CORP
$119.5M
0.7%
4,804,769 +266,411 +5.9% Added
EIX EDISON INTERNATIONAL
$114.1M
0.7%
1,586,887 +33,773 +2.2% Added
CIGNA CORP
$104.5M
0.6%
761,695 −516,632 −40.4% Reduced
ACM AECOM
$100.3M
0.6%
3,257,294 +623,404 +23.7% Added
GLW CORNING INC
$95.9M
0.6%
4,588,670 −217,841 −4.5% Reduced
9990302D APACHE CORP
$88.8M
0.5%
1,818,639 +15,425 +0.9% Added
KEL KELLANOVA
$85.3M
0.5%
1,113,983 −184,022 −14.2% Reduced
CMA COMERICA INC
$85.0M
0.5%
2,244,512 +489,174 +27.9% Added
ALL ALLSTATE CORP
$84.7M
0.5%
1,257,340 +32,432 +2.6% Added
CSCO CISCO SYSTEMS INC
$78.5M
0.5%
2,757,432 −280,758 −9.2% Reduced
COP CONOCOPHILLIPS
$78.2M
0.5%
1,940,954 +1,675,955 +632.4% Added
KEY KEYCORP
$78.0M
0.5%
7,065,553 +755,825 +12.0% Added
WFC WELLS FARGO & CO
$77.0M
0.5%
1,592,870 −82,698 −4.9% Reduced
FLEX FLEX LTD
$76.8M
0.5%
6,372,016 +646,200 +11.3% Added
DAN DANA INC
$74.7M
0.5%
5,303,153 +672,187 +14.5% Added
KBR KBR INC
$71.9M
0.4%
4,642,323 +2,472,806 +114.0% Added
ATUEUR ACTUANT CORP-A
$71.6M
0.4%
2,896,871 +191,188 +7.1% Added
SUPERIOR ENERGY SERVICES INC
$68.5M
0.4%
5,116,467 −16,958 −0.3% Reduced
PFE PFIZER INC
$64.8M
0.4%
2,187,104 +25,511 +1.2% Added
IVZ INVESCO LTD
$63.8M
0.4%
2,074,213 +734,276 +54.8% Added
BAKER HUGHES INC
$63.4M
0.4%
1,445,923 −128,885 −8.2% Reduced
ETR ENTERGY CORP
$63.2M
0.4%
796,919 +160 +0.0% Added
WED WEBSTER FINANCIAL CORP
$62.5M
0.4%
1,742,097 +96,551 +5.9% Added
FITB FIFTH THIRD BANCORP
$62.1M
0.4%
3,718,600 +143,172 +4.0% Added
VIV1USD TELEFONICA BRASIL-ADR PREF
$61.5M
0.4%
4,922,277 +438,175 +9.8% Added
NWS NEWS CORP - CLASS B
$61.1M
0.4%
4,610,218 −138,841 −2.9% Reduced
G GENPACT LTD
$60.7M
0.4%
2,232,720 +218,089 +10.8% Added
CVS CVS HEALTH CORP
$54.8M
0.3%
528,659 +1,270 +0.2% Added
TEL1USD TE CONNECTIVITY LTD
$54.2M
0.3%
875,559 +3,171 +0.4% Added
ENDURANCE SPECIALTY HOLDINGS
$52.8M
0.3%
807,616 +48,760 +6.4% Added
BAXALTA INC
$51.6M
0.3%
1,277,007 −2,316,266 −64.5% Reduced
TMK TORCHMARK CORP
$51.3M
0.3%
946,406 +117,477 +14.2% Added
MRK MERCK & CO. INC.
$48.7M
0.3%
921,365 +921,365 New
DOORUSD MASONITE INTERNATIONAL CORP
$46.7M
0.3%
712,522 +140,081 +24.5% Added
QCOM QUALCOMM INC
$45.4M
0.3%
887,191 +5,336 +0.6% Added
SYU1 SYNOVUS FINANCIAL CORP
$44.3M
0.3%
1,532,901 +10,426 +0.7% Added
CFG CITIZENS FINANCIAL GROUP
$43.8M
0.3%
2,091,046 +16,625 +0.8% Added
ROCK GIBRALTAR INDUSTRIES INC
$40.3M
0.2%
1,408,780 −59,206 −4.0% Reduced
ASB ASSOCIATED BANC-CORP
$39.1M
0.2%
2,180,070 +347,370 +19.0% Added
CHART INDUSTRIES INC
$36.9M
0.2%
1,698,111 +89,232 +5.5% Added
GTS TRIPLE-S MANAGEMENT CORP
$35.2M
0.2%
1,417,632 −190,297 −11.8% Reduced
NSIT INSIGHT ENTERPRISES INC
$35.1M
0.2%
1,224,273 +866 +0.1% Added
ESSENDANT INC
$34.7M
0.2%
1,086,985 +11,723 +1.1% Added
DIOD DIODES INC
$33.0M
0.2%
1,644,271 +16,608 +1.0% Added
VALIDUS HOLDINGS LTD
$33.0M
0.2%
700,180 +37,478 +5.7% Added
TTEK TETRA TECH INC
$32.6M
0.2%
1,092,735 +2,749 +0.3% Added
T AT&T INC
$32.2M
0.2%
823,058 Held
CUBUSD CUBIC CORP
$32.0M
0.2%
801,665 +300,281 +59.9% Added
SRI STONERIDGE INC
$31.1M
0.2%
2,138,971 −33,970 −1.6% Reduced
BBCN BANCORP INC
$31.1M
0.2%
2,048,261 +25,447 +1.3% Added
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$29.6M
0.2%
1,643,896 +3,373 +0.2% Added
ASPEN INSURANCE HOLDINGS LTD
$29.0M
0.2%
607,948 +3,332 +0.6% Added
UVV UNIVERSAL CORP/VA
$28.6M
0.2%
503,326 +4,041 +0.8% Added
UPBD UPBOUND GROUP INC
$28.3M
0.2%
1,783,256 −10,435 −0.6% Reduced
NATIONAL PENN BANCSHARES INC
$27.0M
0.2%
2,540,359 −9,133 −0.4% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$26.8M
0.2%
466,563 +14,026 +3.1% Added
MAS MASCO CORP
$26.6M
0.2%
846,671 −1,780,546 −67.8% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$26.2M
0.2%
418,612 +47,689 +12.9% Added
L-3 COMMUNICATIONS
$25.3M
0.2%
213,500 +425 +0.2% Added
MRO* MARATHON OIL CORP
$25.2M
0.2%
2,261,047 +2,261,047 New
LMEUR LEGG MASON INC
$24.5M
0.2%
706,600 −32,312 −4.4% Reduced
CMCO COLUMBUS MCKINNON CORP/NY
$24.1M
0.1%
1,530,895 +11,079 +0.7% Added
EXC EXELON CORP
$21.9M
0.1%
611,055 +82,804 +15.7% Added
GENERAL CABLE CORP DEL NE
$20.5M
0.1%
1,675,043 −48,061 −2.8% Reduced
ARW ARROW ELECTRONICS INC
$19.6M
0.1%
304,670 +50,725 +20.0% Added
OC OWENS CORNING
$19.6M
0.1%
414,675 −152,520 −26.9% Reduced
EPR EPR PROPERTIES
$19.2M
0.1%
288,275 +48,300 +20.1% Added
WSFS WSFS FINANCIAL CORP
$19.1M
0.1%
587,338 −3,145 −0.5% Reduced
TCF FINANCIAL CORP
$18.9M
0.1%
1,540,587 +28,319 +1.9% Added
SCHN1EUR SCHNITZER STEEL INDS INC-A
$18.8M
0.1%
1,021,731 −2,320 −0.2% Reduced
GNW GENWORTH FINANCIAL INC
$18.8M
0.1%
6,873,293 −1,297,572 −15.9% Reduced
PCG P G & E CORP
$18.7M
0.1%
312,561 +49,761 +18.9% Added
TECD1USD TECH DATA CORP
$18.3M
0.1%
238,205 −257,292 −51.9% Reduced
ACH ACCENDRA HEALTH INC
$18.2M
0.1%
449,414 −579,589 −56.3% Reduced
EG EVEREST GROUP LTD
$18.1M
0.1%
91,636 +13,595 +17.4% Added
AXE3EUR ANIXTER INTERNATIONAL INC
$17.8M
0.1%
341,684 +341,684 New
SCSC SCANSOURCE INC
$17.7M
0.1%
437,819 +437,819 New
ARC DOCUMENT SOLUTIONS INC
$17.6M
0.1%
3,905,326 +84,173 +2.2% Added
FMC TECHNOLOGIES INC
$17.4M
0.1%
637,749 +637,749 New
PGR PROGRESSIVE CORP
$17.4M
0.1%
496,260 −2,181,806 −81.5% Reduced
AETNA INC
$17.4M
0.1%
155,193 −431,557 −73.6% Reduced
CB CHUBB LTD
$16.9M
0.1%
141,813 +141,813 New
KSS KOHLS CORP
$16.3M
0.1%
349,774 +2,525 +0.7% Added
ROWAN COMPANIES PLC - A
$16.0M
0.1%
996,725 +266,200 +36.4% Added
HOSPITALITY PROPERTIES TRUST
$15.6M
0.1%
587,962 +1,341 +0.2% Added
HIG HARTFORD INSURANCE GROUP INC
$14.5M
0.1%
314,390 Held
JBL JABIL INC
$13.8M
0.1%
714,997 +157,267 +28.2% Added
TSM TAIWAN SEMICONDUCTOR-SP ADR
$12.3M
0.1%
469,278 −70,300 −13.0% Reduced
PHH CORP
$11.6M
0.1%
928,249 +5,386 +0.6% Added
PG PROCTER & GAMBLE CO
$11.0M
0.1%
133,274 −51,950 −28.0% Reduced
KKR & CO LP
$10.2M
0.1%
695,268 +406,796 +141.0% Added
PRI PRIMERICA INC
$10.2M
0.1%
228,490 +731 +0.3% Added
AELUSD AMERICAN EQUITY INVT LIFE HL
$9.9M
0.1%
590,141 +590,141 New
TRS TRIMAS CORP
$9.5M
0.1%
542,568 +16,784 +3.2% Added
DRH DIAMONDROCK HOSPITALITY CO
$8.3M
0.1%
815,735 +9,800 +1.2% Added
MATW MATTHEWS INTL CORP-CLASS A
$6.6M
0.0%
128,197 −172,696 −57.4% Reduced
AIZ ASSURANT INC
$6.2M
0.0%
80,508 −20,914 −20.6% Reduced
CDW CDW CORP/DE
$6.1M
0.0%
146,082 Held
BPOP POPULAR INC
$5.4M
0.0%
188,830 −25,550 −11.9% Reduced
APOLLO GLOBAL MANAGEMENT-A
$3.9M
0.0%
225,350 +225,350 New
INFY INFOSYS LTD-SP ADR
$2.2M
0.0%
114,700 Held
KEY ENERGY SERVICES INC
$2.2M
0.0%
5,825,628 +330,203 +6.0% Added
IBN ICICI BANK LTD-SPON ADR
$2.0M
0.0%
277,050 Held
MONSTER WORLDWIDE INC
$1.3M
0.0%
384,426 −1,197,283 −75.7% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$1.1M
0.0%
32,225 +15,200 +89.3% Added
TPC TUTOR PERINI CORP
$936K
0.0%
60,200 −689,254 −92.0% Reduced
PKX POSCO HOLDINGS INC -SPON ADR
$819K
0.0%
17,300 +17,300 New
PBR PETROLEO BRASILEIRO-SPON ADR
$444K
0.0%
76,100 Held
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$127K
0.0%
12,402 +12,402 New

Sold positions

10 closed in Q1 2016 · shares & value as of prior filing
Holding Shares sold Prior value
WILLIS GROUP HOLDINGS LTD
5,493,939 $266.8M
BRC BRADY CORPORATION - CL A
1,061,087 $24.4M
STANCORP FINANCIAL GROUP
173,476 $19.8M
ACE LTD
139,011 $16.2M
INGRAM MICRO INC CL-A
474,607 $14.4M
LABORATORY CORP OF AMERICA HOLDINGS
17,560 $2.2M
EEM ISHARES MSCI EMERGING MARKET
45,925 $1.5M
STEEL EXCEL INC
63,567 $935K
CVX CHEVRON CORP
7,862 $707K
0WE WEATHERFORD INTERNATIONAL PL
13,296 $112K

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.