whalepapers
Overview/ Pzena Investment Management LLC/ Q1 2018

Pzena Investment Management LLC

Richard Pzena · As of Q1 2018 · filed May 4, 2018

Q1 2018

Holdings

157 positions · Δ vs prior quarter
MYL MYLAN NV
$876.6M
4.5%
21,293,375 −684,667 −3.1% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$620.6M
3.2%
35,384,460 −9,168,549 −20.6% Reduced
OMC OMNICOM GROUP
$575.9M
2.9%
7,924,253 +270,698 +3.5% Added
DOV DOVER CORP
$565.1M
2.9%
5,753,153 −189,522 −3.2% Reduced
C CITIGROUP INC
$554.1M
2.8%
8,208,270 −155,709 −1.9% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$538.7M
2.7%
6,691,984 −427,650 −6.0% Reduced
VOYA VOYA FINANCIAL INC
$538.0M
2.7%
10,653,774 −1,736,866 −14.0% Reduced
ORCL ORACLE CORP
$511.4M
2.6%
11,178,377 −50,640 −0.5% Reduced
BAC BANK OF AMERICA CORP
$508.8M
2.6%
16,966,578 −2,628,735 −13.4% Reduced
F FORD MOTOR CO
$496.6M
2.5%
44,818,988 +18,962,611 +73.3% Added
COF CAPITAL ONE FINANCIAL CORP
$467.4M
2.4%
4,877,701 +217,177 +4.7% Added
MS MORGAN STANLEY
$442.5M
2.2%
8,200,006 −503,167 −5.8% Reduced
RDS/A SHELL PLC-SPON ADR-A
$418.5M
2.1%
6,558,222 −154,288 −2.3% Reduced
WFC WELLS FARGO & CO
$406.3M
2.1%
7,752,137 +923,307 +13.5% Added
IPG INTERPUBLIC GROUP OF COS INC
$405.8M
2.1%
17,620,856 −234,307 −1.3% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$405.5M
2.1%
7,450,456 +500,349 +7.2% Added
JPM JPMORGAN CHASE & CO
$395.9M
2.0%
3,599,814 −284,019 −7.3% Reduced
AVT AVNET INC
$383.4M
1.9%
9,181,546 +149,923 +1.7% Added
MCK MCKESSON CORP
$371.3M
1.9%
2,635,648 +35,247 +1.4% Added
BEN FRANKLIN TEMPLETON INC
$369.6M
1.9%
10,656,848 +266,749 +2.6% Added
AXS AXIS CAPITAL HOLDINGS LTD
$367.2M
1.9%
6,377,926 +1,748,964 +37.8% Added
EIX EDISON INTERNATIONAL
$348.5M
1.8%
5,475,064 +3,687,476 +206.3% Added
NWSA NEWS CORP - CLASS A
$347.5M
1.8%
21,991,335 −556,959 −2.5% Reduced
WMT WALMART INC
$344.8M
1.8%
3,874,978 −1,176,732 −23.3% Reduced
GS GOLDMAN SACHS GROUP INC
$339.9M
1.7%
1,349,412 −58,851 −4.2% Reduced
EXMOC EXXON MOBIL CORP
$330.1M
1.7%
4,424,055 +157,897 +3.7% Added
MUR MURPHY OIL CORP
$273.9M
1.4%
10,601,453 +897,601 +9.2% Added
MET METLIFE INC
$273.9M
1.4%
5,967,922 +178,543 +3.1% Added
STT STATE STREET CORP
$248.1M
1.3%
2,487,563 −262,175 −9.5% Reduced
MRK MERCK & CO. INC.
$246.4M
1.3%
4,524,430 +2,883,906 +175.8% Added
AMGN AMGEN INC
$228.7M
1.2%
1,341,311 +1,339,623 +79361.6% Added
BP BP PLC-SPONS ADR
$219.2M
1.1%
5,408,029 −200,948 −3.6% Reduced
EXPRESS SCRIPTS HOLDING CO
$214.6M
1.1%
3,106,946 −495,834 −13.8% Reduced
CVE CENOVUS ENERGY INC
$210.6M
1.1%
24,658,950 +1,551,337 +6.7% Added
HAL HALLIBURTON CO
$196.8M
1.0%
4,192,614 +147,281 +3.6% Added
WTW WILLIS TOWERS WATSON PLC
$194.2M
1.0%
1,275,726 +39,589 +3.2% Added
UBS UBS GROUP AG-REG
$188.8M
1.0%
10,688,586 −380,241 −3.4% Reduced
RF REGIONS FINANCIAL CORP
$181.3M
0.9%
9,758,134 −2,053,700 −17.4% Reduced
CAH CARDINAL HEALTH INC
$180.1M
0.9%
2,873,639 +923,179 +47.3% Added
JELD JELD-WEN HOLDING INC
$173.9M
0.9%
5,679,507 +923,520 +19.4% Added
PFE PFIZER INC
$155.0M
0.8%
4,367,493 +6,350 +0.1% Added
XL GROUP LTD
$154.7M
0.8%
2,800,319 −2,312,248 −45.2% Reduced
KEY KEYCORP
$137.1M
0.7%
7,013,737 +106,965 +1.5% Added
MD PEDIATRIX MEDICAL GROUP INC
$125.7M
0.6%
2,258,712 +1,296,682 +134.8% Added
FITB FIFTH THIRD BANCORP
$125.3M
0.6%
3,945,755 +780,608 +24.7% Added
R RYDER SYSTEM INC
$120.7M
0.6%
1,658,741 +277,851 +20.1% Added
CSCO CISCO SYSTEMS INC
$116.9M
0.6%
2,724,652 −144,324 −5.0% Reduced
TEX TEREX CORP
$116.3M
0.6%
3,108,316 −142,584 −4.4% Reduced
ATUEUR ACTUANT CORP-A
$101.3M
0.5%
4,358,516 +84,271 +2.0% Added
G GENPACT LTD
$96.0M
0.5%
3,001,426 +158,215 +5.6% Added
BIDU BAIDU INC - SPON ADR
$94.8M
0.5%
424,873 +15,405 +3.8% Added
AGREUR AVANGRID INC
$88.6M
0.5%
1,732,380 +11,190 +0.7% Added
THG HANOVER INSURANCE GROUP INC/
$88.5M
0.4%
750,653 −2,110 −0.3% Reduced
COP CONOCOPHILLIPS
$87.1M
0.4%
1,469,519 +4,359 +0.3% Added
CAR AVIS BUDGET GROUP INC
$84.8M
0.4%
1,810,500 +150,187 +9.0% Added
HPQ HP INC
$84.5M
0.4%
3,854,805 −726,917 −15.9% Reduced
IVZ INVESCO LTD
$83.5M
0.4%
2,607,199 +89,003 +3.5% Added
ACM AECOM
$82.4M
0.4%
2,312,710 +86,688 +3.9% Added
WED WEBSTER FINANCIAL CORP
$80.5M
0.4%
1,452,258 −41,204 −2.8% Reduced
FLEX FLEX LTD
$79.4M
0.4%
4,864,991 +216,226 +4.7% Added
CSL CARLISLE COS INC
$76.2M
0.4%
729,979 +729,979 New
VIV1USD TELEFONICA BRASIL-ADR PREF
$74.1M
0.4%
4,824,254 +384,424 +8.7% Added
ALL ALLSTATE CORP
$73.2M
0.4%
771,903 −508,440 −39.7% Reduced
TEL1USD TE CONNECTIVITY LTD
$72.9M
0.4%
729,656 +29 +0.0% Added
ASPEN INSURANCE HOLDINGS LTD
$70.6M
0.4%
1,574,494 −41,569 −2.6% Reduced
KEL KELLANOVA
$63.3M
0.3%
972,922 −393 −0.0% Reduced
MICRO FOCUS INTL-SPN ADR
$61.8M
0.3%
4,405,079 +10,683 +0.2% Added
FTI TECHNIPFMC PLC
$61.1M
0.3%
2,076,120 +49,896 +2.5% Added
TRS TRIMAS CORP
$60.9M
0.3%
2,320,711 −35,746 −1.5% Reduced
MSFT MICROSOFT CORP
$59.6M
0.3%
652,741 −417,053 −39.0% Reduced
KBR KBR INC
$59.3M
0.3%
3,660,720 +131,898 +3.7% Added
AXE3EUR ANIXTER INTERNATIONAL INC
$59.1M
0.3%
780,189 −80,159 −9.3% Reduced
SWK STANLEY BLACK & DECKER INC
$57.2M
0.3%
373,505 −211,429 −36.1% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$56.8M
0.3%
926,190 −25,976 −2.7% Reduced
PH PARKER HANNIFIN CORP
$55.2M
0.3%
322,629 −422,714 −56.7% Reduced
ASB ASSOCIATED BANC-CORP
$54.4M
0.3%
2,188,954 −158,669 −6.8% Reduced
VALIDUS HOLDINGS LTD
$53.1M
0.3%
787,102 −503,149 −39.0% Reduced
GENERAL ELECTRIC CO
$52.9M
0.3%
3,923,237 +3,923,237 New
HOPE HOPE BANCORP INC
$52.5M
0.3%
2,887,381 −138,732 −4.6% Reduced
ROCK GIBRALTAR INDUSTRIES INC
$51.8M
0.3%
1,531,107 −232,953 −13.2% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$48.2M
0.2%
1,641,482 −105,078 −6.0% Reduced
CUBUSD CUBIC CORP
$45.4M
0.2%
713,870 −46,501 −6.1% Reduced
SNA SNAP-ON INC
$45.4M
0.2%
307,533 +307,533 New
SCSC SCANSOURCE INC
$44.9M
0.2%
1,263,432 −72,185 −5.4% Reduced
GTS TRIPLE-S MANAGEMENT CORP
$43.8M
0.2%
1,676,159 −25,041 −1.5% Reduced
CVS CVS HEALTH CORP
$43.8M
0.2%
703,641 +2,559 +0.4% Added
SYU1 SYNOVUS FINANCIAL CORP
$43.6M
0.2%
873,259 −40,545 −4.4% Reduced
DBDEUR DIEBOLD NIXDORF INC
$43.5M
0.2%
2,824,601 +384,312 +15.7% Added
VERIFONE SYSTEMS INC
$43.5M
0.2%
2,827,595 −115,095 −3.9% Reduced
GJB STEELCASE INC-CL A
$40.5M
0.2%
2,976,916 +2,485,772 +506.1% Added
QCOM QUALCOMM INC
$38.8M
0.2%
700,983 −43,097 −5.8% Reduced
ESSENDANT INC
$38.0M
0.2%
4,866,890 −194,657 −3.8% Reduced
L3 TECHNOLOGIES, INC.
$35.0M
0.2%
168,036 Held
CHART INDUSTRIES INC
$34.8M
0.2%
590,099 −693,050 −54.0% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$34.6M
0.2%
603,338 +33,086 +5.8% Added
UVV UNIVERSAL CORP/VA
$34.2M
0.2%
705,706 +50,297 +7.7% Added
SUPERIOR ENERGY SERVICES INC
$33.2M
0.2%
3,933,849 −208,544 −5.0% Reduced
NSIT INSIGHT ENTERPRISES INC
$32.8M
0.2%
940,099 −33,286 −3.4% Reduced
CIGNA CORP
$32.1M
0.2%
191,526 −817,473 −81.0% Reduced
TCF FINANCIAL CORP
$31.4M
0.2%
1,376,728 −63,778 −4.4% Reduced
CFG CITIZENS FINANCIAL GROUP
$30.9M
0.2%
735,799 −239 −0.0% Reduced
T AT&T INC
$29.5M
0.1%
826,748 +2,083 +0.3% Added
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$29.4M
0.1%
1,196,259 −59,207 −4.7% Reduced
ETR ENTERGY CORP
$29.4M
0.1%
373,348 +3,713 +1.0% Added
TMK TORCHMARK CORP
$27.8M
0.1%
329,821 −314 −0.1% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$27.3M
0.1%
623,501 +23,224 +3.9% Added
LMEUR LEGG MASON INC
$26.0M
0.1%
639,905 +130 +0.0% Added
EVTC EVERTEC INC
$25.7M
0.1%
1,570,680 +1,570,680 New
PLY GEM HOLDINGS INC
$23.5M
0.1%
1,088,198 −830,195 −43.3% Reduced
ARW ARROW ELECTRONICS INC
$23.5M
0.1%
304,547 −593 −0.2% Reduced
EG EVEREST GROUP LTD
$23.4M
0.1%
91,025 −43 −0.0% Reduced
CMA COMERICA INC
$23.1M
0.1%
240,292 −476,661 −66.5% Reduced
ACH ACCENDRA HEALTH INC
$22.9M
0.1%
1,474,535 −127,378 −8.0% Reduced
KSS KOHLS CORP
$22.7M
0.1%
346,078 −114 −0.0% Reduced
HIG HARTFORD INSURANCE GROUP INC
$21.9M
0.1%
424,540 +107,994 +34.1% Added
BHF BRIGHTHOUSE FINANCIAL INC
$21.2M
0.1%
413,395 −253 −0.1% Reduced
JBL JABIL INC
$20.5M
0.1%
712,758 −197 −0.0% Reduced
BKR BAKER HUGHES CO
$16.3M
0.1%
587,422 +12,296 +2.1% Added
WAIREUR WESCO AIRCRAFT HOLDINGS INC
$16.0M
0.1%
1,558,248 −29,816 −1.9% Reduced
HOSPITALITY PROPERTIES TRUST
$15.0M
0.1%
590,723 +2,958 +0.5% Added
KKR & CO LP
$13.3M
0.1%
655,801 +78,081 +13.5% Added
ROWAN COMPANIES PLC - A
$11.5M
0.1%
996,725 Held
GNW GENWORTH FINANCIAL INC
$10.8M
0.1%
3,806,435 −1,888 −0.0% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$10.5M
0.1%
1,005,192 −32,824 −3.2% Reduced
APOLLO GLOBAL MANAGEMENT-A
$9.7M
0.0%
326,430 +33,569 +11.5% Added
PKX POSCO HOLDINGS INC -SPON ADR
$8.0M
0.0%
101,726 −16,204 −13.7% Reduced
REALOGY HOLDINGS CORP
$7.6M
0.0%
278,724 +278,724 New
LAMR LAMAR ADVERTISING CO-A
$7.5M
0.0%
117,981 −1,463,893 −92.5% Reduced
WSFS WSFS FINANCIAL CORP
$5.7M
0.0%
119,881 −29,162 −19.6% Reduced
ARC DOCUMENT SOLUTIONS INC
$4.5M
0.0%
2,031,488 Held
IBN ICICI BANK LTD-SPON ADR
$3.9M
0.0%
446,105 +446,105 New
SHG SHINHAN FINANCIAL GROUP-ADR
$3.4M
0.0%
80,968 −12,600 −13.5% Reduced
NWS NEWS CORP - CLASS B
$3.1M
0.0%
191,591 −2,945 −1.5% Reduced
ON ON SEMICONDUCTOR
$1.2M
0.0%
48,407 −66,203 −57.8% Reduced
LUKOY LUKOIL PJSC-SPON ADR
$1.1M
0.0%
16,350 Held
CHLUSD CHINA MOBILE LTD-SPON ADR
$938K
0.0%
20,500 Held
SO SOUTHERN CO
$738K
0.0%
16,519 +6,818 +70.3% Added
PCG P G & E CORP
$696K
0.0%
15,836 −1,426,725 −98.9% Reduced
BKNG BOOKING HOLDINGS INC
$691K
0.0%
332 +332 New
BRO BROWN & BROWN INC
$689K
0.0%
27,100 +18,241 +205.9% Added
INGR INGREDION INC
$681K
0.0%
5,286 +1,791 +51.2% Added
CB CHUBB LTD
$580K
0.0%
4,239 +1,078 +34.1% Added
DOX AMDOCS LTD
$576K
0.0%
8,635 +1,862 +27.5% Added
YUSD ALLEGHANY CORP
$507K
0.0%
825 +271 +48.9% Added
ZBH ZIMMER BIOMET HOLDINGS INC
$498K
0.0%
4,567 +1,926 +72.9% Added
BIIB BIOGEN INC
$478K
0.0%
1,747 +816 +87.6% Added
WRB WR BERKLEY CORP
$446K
0.0%
6,139 +6,139 New
CELG CELGENE CORP
$430K
0.0%
4,825 +2,454 +103.5% Added
COR CENCORA INC
$424K
0.0%
4,920 +1,642 +50.1% Added
CRI CARTER'S INC
$403K
0.0%
3,872 +3,872 New
PM8 PREMIER INC-CLASS A
$392K
0.0%
12,524 +3,305 +35.8% Added
ORI OLD REPUBLIC INTL CORP
$376K
0.0%
17,511 −398 −2.2% Reduced
OHI OMEGA HEALTHCARE INVESTORS
$361K
0.0%
13,336 +2,746 +25.9% Added
GENERAL CABLE CORP DEL NE
$346K
0.0%
11,704 −429,256 −97.3% Reduced
NEU NEWMARKET CORP
$292K
0.0%
727 +727 New
AZO AUTOZONE INC
$283K
0.0%
437 +437 New
MOH MOLINA HEALTHCARE INC
$251K
0.0%
3,094 +3,094 New

Sold positions

11 closed in Q1 2018 · shares & value as of prior filing
Holding Shares sold Prior value
HLT HILTON WORLDWIDE HOLDINGS IN
2,544,692 $203.2M
STXN SEAGATE TECHNOLOGY HOLDINGS
2,791,030 $116.8M
DXC DXC TECHNOLOGY CO
142,652 $13.5M
VRTUUSD VIRTUSA CORP
50,636 $2.2M
GM GENERAL MOTORS CO
23,148 $949K
SRI STONERIDGE INC
36,516 $835K
IWN ISHARES RUSSELL 2000 VALUE E
5,788 $728K
VST VISTRA CORP
22,686 $416K
PRICELINE GROUP INC.
188 $327K
INTC INTEL CORP
7,019 $324K
NLYEUR ANNALY CAPITAL MANAGEMENT IN
11,795 $140K

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.