whalepapers
Overview/ Pzena Investment Management LLC/ Q1 2017

Pzena Investment Management LLC

Richard Pzena · As of Q1 2017 · filed May 5, 2017

Q1 2017

Holdings

155 positions · Δ vs prior quarter
BAC BANK OF AMERICA CORP
$504.7M
2.8%
21,393,274 −2,086,259 −8.9% Reduced
C CITIGROUP INC
$502.0M
2.8%
8,391,768 −117,632 −1.4% Reduced
VOYA VOYA FINANCIAL INC
$485.9M
2.7%
12,801,547 −1,115,807 −8.0% Reduced
DOV DOVER CORP
$448.5M
2.5%
5,581,569 −46,924 −0.8% Reduced
ORCL ORACLE CORP
$448.1M
2.5%
10,043,940 −123,777 −1.2% Reduced
BEN FRANKLIN TEMPLETON INC
$425.7M
2.4%
10,102,113 −235,561 −2.3% Reduced
EXMOC EXXON MOBIL CORP
$425.1M
2.4%
5,184,090 +1,351,470 +35.3% Added
OMC OMNICOM GROUP
$424.9M
2.4%
4,929,240 +135,449 +2.8% Added
HPE HEWLETT PACKARD ENTERPRISE
$410.8M
2.3%
17,334,846 +116,674 +0.7% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$399.6M
2.3%
6,713,981 +1,981,287 +41.9% Added
AIG AMERICAN INTERNATIONAL GROUP
$398.9M
2.3%
6,389,150 +416,152 +7.0% Added
MS MORGAN STANLEY
$394.8M
2.2%
9,216,815 −755,947 −7.6% Reduced
RDS/A SHELL PLC-SPON ADR-A
$393.3M
2.2%
7,458,231 +134,952 +1.8% Added
WMT WALMART INC
$368.7M
2.1%
5,115,038 +159,994 +3.2% Added
JPM JPMORGAN CHASE & CO
$366.3M
2.1%
4,169,609 −189,228 −4.3% Reduced
CIGNA CORP
$330.5M
1.9%
2,256,353 −61,195 −2.6% Reduced
GS GOLDMAN SACHS GROUP INC
$325.9M
1.8%
1,418,891 −67,834 −4.6% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$317.8M
1.8%
4,740,492 −80,210 −1.7% Reduced
NWSA NEWS CORP - CLASS A
$316.6M
1.8%
24,353,441 −742,500 −3.0% Reduced
MCK MCKESSON CORP
$308.0M
1.7%
2,077,104 +1,890,815 +1015.0% Added
INTC INTEL CORP
$302.8M
1.7%
8,395,710 +145,131 +1.8% Added
RF REGIONS FINANCIAL CORP
$290.1M
1.6%
19,965,102 −1,455,616 −6.8% Reduced
MET METLIFE INC
$289.1M
1.6%
5,474,227 −108,678 −1.9% Reduced
MYL MYLAN NV
$283.2M
1.6%
7,262,316 +7,262,316 New
STAPLES INC
$273.9M
1.5%
31,228,241 −898,184 −2.8% Reduced
COF CAPITAL ONE FINANCIAL CORP
$273.5M
1.5%
3,155,712 +95,565 +3.1% Added
PH PARKER HANNIFIN CORP
$272.8M
1.5%
1,701,815 −1,190,898 −41.2% Reduced
MUR MURPHY OIL CORP
$260.6M
1.5%
9,114,773 +504,058 +5.9% Added
AVT AVNET INC
$249.4M
1.4%
5,450,045 +341,284 +6.7% Added
HLT HILTON WORLDWIDE HOLDINGS IN
$248.9M
1.4%
4,256,903 +4,256,903 New
SWK STANLEY BLACK & DECKER INC
$227.6M
1.3%
1,713,256 −67,621 −3.8% Reduced
STT STATE STREET CORP
$225.5M
1.3%
2,832,878 −13,881 −0.5% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$225.1M
1.3%
9,161,457 −1,489,324 −14.0% Reduced
CVE CENOVUS ENERGY INC
$215.1M
1.2%
19,032,719 +5,494,952 +40.6% Added
BP BP PLC-SPONS ADR
$214.8M
1.2%
6,223,152 −184,562 −2.9% Reduced
XL GROUP LTD
$203.8M
1.1%
5,111,936 −99,351 −1.9% Reduced
F FORD MOTOR CO
$200.2M
1.1%
17,201,293 −426,869 −2.4% Reduced
TEX TEREX CORP
$180.3M
1.0%
5,743,227 −154,061 −2.6% Reduced
UBS UBS GROUP AG-REG
$178.2M
1.0%
11,174,816 −328,039 −2.9% Reduced
ON ON SEMICONDUCTOR
$171.8M
1.0%
11,088,675 −1,210,743 −9.8% Reduced
WTW WILLIS TOWERS WATSON PLC
$162.1M
0.9%
1,238,446 +23,208 +1.9% Added
STXN SEAGATE TECHNOLOGY HOLDINGS
$158.1M
0.9%
3,443,251 −4,862,425 −58.5% Reduced
EIX EDISON INTERNATIONAL
$142.5M
0.8%
1,790,588 +10,465 +0.6% Added
LAMR LAMAR ADVERTISING CO-A
$131.1M
0.7%
1,754,122 −12,221 −0.7% Reduced
ABT ABBOTT LABORATORIES
$129.8M
0.7%
2,922,096 −2,127,592 −42.1% Reduced
COP CONOCOPHILLIPS
$124.8M
0.7%
2,502,552 −16,294 −0.6% Reduced
KEY KEYCORP
$122.9M
0.7%
6,912,571 −118,047 −1.7% Reduced
ALL ALLSTATE CORP
$119.3M
0.7%
1,464,140 −3,919 −0.3% Reduced
JNJ JOHNSON & JOHNSON
$113.9M
0.6%
914,439 −84,525 −8.5% Reduced
HPQ HP INC
$112.0M
0.6%
6,263,058 −6,039,528 −49.1% Reduced
FLEX FLEX LTD
$96.1M
0.5%
5,719,698 −444,764 −7.2% Reduced
FITB FIFTH THIRD BANCORP
$91.2M
0.5%
3,591,997 −5,028 −0.1% Reduced
MSFT MICROSOFT CORP
$90.8M
0.5%
1,377,964 −245,914 −15.1% Reduced
ATUEUR ACTUANT CORP-A
$87.0M
0.5%
3,300,324 +288,455 +9.6% Added
CAH CARDINAL HEALTH INC
$86.4M
0.5%
1,059,303 +1,059,303 New
CSCO CISCO SYSTEMS INC
$84.7M
0.5%
2,507,355 −241,994 −8.8% Reduced
WED WEBSTER FINANCIAL CORP
$83.2M
0.5%
1,663,136 −231,235 −12.2% Reduced
JELD JELD-WEN HOLDING INC
$82.4M
0.5%
2,507,051 +2,507,051 New
CMA COMERICA INC
$79.7M
0.4%
1,162,325 −805,891 −40.9% Reduced
ACM AECOM
$79.2M
0.4%
2,225,695 −3,279 −0.1% Reduced
IVZ INVESCO LTD
$76.9M
0.4%
2,512,119 −12,842 −0.5% Reduced
PFE PFIZER INC
$75.9M
0.4%
2,217,509 Held
KBR KBR INC
$74.3M
0.4%
4,942,159 +111,802 +2.3% Added
AGREUR AVANGRID INC
$73.6M
0.4%
1,720,977 +1,720,977 New
BIDU BAIDU INC - SPON ADR
$73.3M
0.4%
425,160 +425,160 New
DOORUSD MASONITE INTERNATIONAL CORP
$72.1M
0.4%
909,280 −82,918 −8.4% Reduced
KEL KELLANOVA
$70.5M
0.4%
970,849 −131 −0.0% Reduced
G GENPACT LTD
$65.2M
0.4%
2,631,711 +208,083 +8.6% Added
DAN DANA INC
$61.1M
0.3%
3,162,214 −1,239,542 −28.2% Reduced
CFG CITIZENS FINANCIAL GROUP
$61.0M
0.3%
1,765,783 −288 −0.0% Reduced
ASB ASSOCIATED BANC-CORP
$58.0M
0.3%
2,378,954 −45,370 −1.9% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$57.4M
0.3%
2,427,963 −27,603 −1.1% Reduced
WFC WELLS FARGO & CO
$56.6M
0.3%
1,017,334 +130 +0.0% Added
SUPERIOR ENERGY SERVICES INC
$56.3M
0.3%
3,949,817 −38,984 −1.0% Reduced
TRS TRIMAS CORP
$56.2M
0.3%
2,708,647 +700,756 +34.9% Added
SYU1 SYNOVUS FINANCIAL CORP
$55.5M
0.3%
1,353,254 −247,404 −15.5% Reduced
ACH ACCENDRA HEALTH INC
$54.7M
0.3%
1,579,596 +250,263 +18.8% Added
TEL1USD TE CONNECTIVITY LTD
$54.5M
0.3%
730,972 −109,901 −13.1% Reduced
ASPEN INSURANCE HOLDINGS LTD
$54.4M
0.3%
1,044,312 +29,082 +2.9% Added
VIV1USD TELEFONICA BRASIL-ADR PREF
$53.4M
0.3%
3,594,488 +166,247 +4.8% Added
MRK MERCK & CO. INC.
$52.5M
0.3%
826,233 −434,620 −34.5% Reduced
ESSENDANT INC
$52.0M
0.3%
3,434,765 +1,119,132 +48.3% Added
SCSC SCANSOURCE INC
$50.3M
0.3%
1,281,823 −115,978 −8.3% Reduced
CUBUSD CUBIC CORP
$48.5M
0.3%
918,538 −22,547 −2.4% Reduced
CHART INDUSTRIES INC
$46.4M
0.3%
1,327,785 −150,274 −10.2% Reduced
VERIFONE SYSTEMS INC
$45.4M
0.3%
2,425,979 +2,425,979 New
HOPE HOPE BANCORP INC
$44.0M
0.2%
2,294,878 −32,343 −1.4% Reduced
QCOM QUALCOMM INC
$42.6M
0.2%
743,776 +45 +0.0% Added
CVS CVS HEALTH CORP
$41.9M
0.2%
534,035 +287 +0.1% Added
FTI TECHNIPFMC PLC
$41.9M
0.2%
1,288,273 +1,288,273 New
GLW CORNING INC
$40.0M
0.2%
1,480,948 −123,198 −7.7% Reduced
VALIDUS HOLDINGS LTD
$39.2M
0.2%
695,638 −255 −0.0% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$39.0M
0.2%
575,001 −1,501 −0.3% Reduced
HAL HALLIBURTON CO
$37.6M
0.2%
763,105 −1,680,540 −68.8% Reduced
AXE3EUR ANIXTER INTERNATIONAL INC
$37.3M
0.2%
470,798 −125,281 −21.0% Reduced
TMK TORCHMARK CORP
$37.0M
0.2%
480,175 −33,558 −6.5% Reduced
GTS TRIPLE-S MANAGEMENT CORP
$36.5M
0.2%
2,079,325 −16,999 −0.8% Reduced
NSIT INSIGHT ENTERPRISES INC
$36.4M
0.2%
885,468 −348,120 −28.2% Reduced
BAKER HUGHES INC
$34.7M
0.2%
580,451 −284,059 −32.9% Reduced
T AT&T INC
$34.2M
0.2%
823,827 −238 −0.0% Reduced
GENERAL CABLE CORP DEL NE
$31.0M
0.2%
1,726,761 +34,611 +2.0% Added
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$30.4M
0.2%
1,283,148 −18,600 −1.4% Reduced
DIOD DIODES INC
$29.7M
0.2%
1,234,932 −25,135 −2.0% Reduced
GNW GENWORTH FINANCIAL INC
$28.8M
0.2%
6,983,931 +6,988 +0.1% Added
ETR ENTERGY CORP
$28.3M
0.2%
371,942 −426,000 −53.4% Reduced
TCF FINANCIAL CORP
$27.9M
0.2%
1,640,076 +14,172 +0.9% Added
L3 TECHNOLOGIES, INC.
$27.9M
0.2%
168,525 +168,525 New
UVV UNIVERSAL CORP/VA
$26.2M
0.1%
370,436 −245,338 −39.8% Reduced
SRI STONERIDGE INC
$25.6M
0.1%
1,412,992 −132,659 −8.6% Reduced
LMEUR LEGG MASON INC
$23.1M
0.1%
639,775 Held
ARW ARROW ELECTRONICS INC
$22.4M
0.1%
304,670 Held
EG EVEREST GROUP LTD
$21.6M
0.1%
92,450 −210 −0.2% Reduced
PCG P G & E CORP
$20.8M
0.1%
313,010 +320 +0.1% Added
JBL JABIL INC
$20.6M
0.1%
712,955 Held
AETNA INC
$19.8M
0.1%
154,946 −302 −0.2% Reduced
PGR PROGRESSIVE CORP
$19.5M
0.1%
496,808 +548 +0.1% Added
PLY GEM HOLDINGS INC
$18.7M
0.1%
947,914 +768,177 +427.4% Added
HOSPITALITY PROPERTIES TRUST
$18.5M
0.1%
586,622 +1,332 +0.2% Added
TSM TAIWAN SEMICONDUCTOR-SP ADR
$18.0M
0.1%
549,525 Held
WAIREUR WESCO AIRCRAFT HOLDINGS INC
$17.7M
0.1%
1,556,462 +555,725 +55.5% Added
VRTUUSD VIRTUSA CORP
$16.4M
0.1%
541,256 +133,425 +32.7% Added
WSFS WSFS FINANCIAL CORP
$15.7M
0.1%
342,554 −243,933 −41.6% Reduced
ROWAN COMPANIES PLC - A
$15.5M
0.1%
996,725 Held
HIG HARTFORD INSURANCE GROUP INC
$15.1M
0.1%
314,390 Held
KSS KOHLS CORP
$14.0M
0.1%
351,174 −125 −0.0% Reduced
ARC DOCUMENT SOLUTIONS INC
$13.3M
0.1%
3,853,116 −82,311 −2.1% Reduced
OC OWENS CORNING
$12.5M
0.1%
203,330 Held
DRH DIAMONDROCK HOSPITALITY CO
$11.7M
0.1%
1,046,199 +14,987 +1.5% Added
KKR & CO LP
$11.2M
0.1%
612,118 +19,775 +3.3% Added
CB CHUBB LTD
$11.2M
0.1%
81,854 Held
CMCO COLUMBUS MCKINNON CORP/NY
$10.0M
0.1%
404,406 −815,249 −66.8% Reduced
CDW CDW CORP/DE
$9.3M
0.1%
160,561 Held
NWS NEWS CORP - CLASS B
$8.9M
0.0%
656,034 −169,773 −20.6% Reduced
APOLLO GLOBAL MANAGEMENT-A
$8.1M
0.0%
334,519 +719 +0.2% Added
BPOP POPULAR INC
$4.0M
0.0%
99,314 −7,111 −6.7% Reduced
PKX POSCO HOLDINGS INC -SPON ADR
$3.9M
0.0%
60,300 −2,875 −4.6% Reduced
EEM ISHARES MSCI EMERGING MARKET
$2.6M
0.0%
66,918 +66,918 New
SHG SHINHAN FINANCIAL GROUP-ADR
$2.5M
0.0%
60,275 Held
INFY INFOSYS LTD-SP ADR
$1.8M
0.0%
114,700 Held
LUKOY LUKOIL PJSC-SPON ADR
$868K
0.0%
16,350 Held
MDT MEDTRONIC PLC
$367K
0.0%
4,560 +273 +6.4% Added
DOX AMDOCS LTD
$345K
0.0%
5,651 Held
SO SOUTHERN CO
$344K
0.0%
6,918 +6,918 New
PM8 PREMIER INC-CLASS A
$334K
0.0%
10,483 Held
LABORATORY CORP OF AMERICA HOLDINGS
$320K
0.0%
2,230 −97 −4.2% Reduced
ORI OLD REPUBLIC INTL CORP
$278K
0.0%
13,581 +13,581 New
ABBV ABBVIE INC
$272K
0.0%
4,170 +694 +20.0% Added
YUSD ALLEGHANY CORP
$260K
0.0%
423 +423 New
TDG TRANSDIGM GROUP INC
$239K
0.0%
1,086 +1,086 New
DVA DAVITA INC
$226K
0.0%
3,327 Held
COR CENCORA INC
$221K
0.0%
2,502 −350 −12.3% Reduced
AMGN AMGEN INC
$213K
0.0%
1,297 −75 −5.5% Reduced
BIIB BIOGEN INC
$208K
0.0%
759 +759 New
BRO BROWN & BROWN INC
$206K
0.0%
4,949 +4,949 New
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$143K
0.0%
12,906 +12,906 New

Sold positions

19 closed in Q1 2017 · shares & value as of prior filing
Holding Shares sold Prior value
HILTON WORLDWIDE HOLDINGS IN
12,342,393 $335.7M
ENDURANCE SPECIALTY HOLDINGS
682,748 $63.1M
PNC PNC FINANCIAL SERVICES GROUP
405,338 $47.4M
FMC TECHNOLOGIES INC
908,825 $32.3M
L-3 COMMUNICATIONS
168,400 $25.6M
UPBD UPBOUND GROUP INC
1,738,738 $19.6M
EXC EXELON CORP
483,693 $17.2M
PG PROCTER & GAMBLE CO
180,184 $15.2M
BAX BAXTER INTERNATIONAL INC
225,790 $10.0M
AIZ ASSURANT INC
80,124 $7.4M
TTEK TETRA TECH INC
86,524 $3.7M
SCHN1EUR SCHNITZER STEEL INDS INC-A
71,355 $1.8M
AANUSD AARON'S INC
50,025 $1.6M
BBTUSD BB&T CORP
31,428 $1.5M
ROCK GIBRALTAR INDUSTRIES INC
10,240 $426K
RNR RENAISSANCERE HOLDINGS LTD
2,530 $345K
DG DOLLAR GENERAL CORP
4,261 $316K
VAREUR VARIAN MEDICAL SYSTEMS INC
2,860 $257K
PDCOEUR PATTERSON COS INC
5,082 $209K

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.