whalepapers
Overview/ Pzena Investment Management LLC/ Q1 2019

Pzena Investment Management LLC

Richard Pzena · As of Q1 2019 · filed May 3, 2019

Q1 2019

Holdings

171 positions · Δ vs prior quarter
GENERAL ELECTRIC CO
$603.9M
3.3%
60,448,711 −2,914,787 −4.6% Reduced
MYL MYLAN NV
$595.9M
3.2%
21,027,676 +71,010 +0.3% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$553.2M
3.0%
7,636,219 +29,090 +0.4% Added
AIG AMERICAN INTERNATIONAL GROUP
$529.8M
2.9%
12,303,898 +234,006 +1.9% Added
HPE HEWLETT PACKARD ENTERPRISE
$520.1M
2.8%
33,707,809 −667,775 −1.9% Reduced
C CITIGROUP INC
$488.4M
2.7%
7,849,790 −335,048 −4.1% Reduced
EIX EDISON INTERNATIONAL
$465.4M
2.5%
7,515,474 −912,134 −10.8% Reduced
ORCL ORACLE CORP
$462.4M
2.5%
8,609,269 −1,661,111 −16.2% Reduced
COF CAPITAL ONE FINANCIAL CORP
$461.8M
2.5%
5,653,425 −127,242 −2.2% Reduced
NOVEUR NATIONAL OILWELL VARCO INC
$442.5M
2.4%
16,608,676 +3,957,104 +31.3% Added
MCK MCKESSON CORP
$431.2M
2.3%
3,683,196 +606,781 +19.7% Added
OMC OMNICOM GROUP
$409.8M
2.2%
5,614,271 −1,268,430 −18.4% Reduced
BAC BANK OF AMERICA CORP
$409.5M
2.2%
14,842,164 −1,091,733 −6.9% Reduced
VOYA VOYA FINANCIAL INC
$405.7M
2.2%
8,121,485 −1,815,471 −18.3% Reduced
NWL NEWELL BRANDS INC
$380.7M
2.1%
24,817,839 +6,513,500 +35.6% Added
MS MORGAN STANLEY
$379.2M
2.1%
8,986,084 −276,499 −3.0% Reduced
HAL HALLIBURTON CO
$364.1M
2.0%
12,427,763 +6,067,846 +95.4% Added
WFC WELLS FARGO & CO
$363.5M
2.0%
7,522,689 −273,254 −3.5% Reduced
LEA LEAR CORP
$354.3M
1.9%
2,610,736 −155,514 −5.6% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$346.1M
1.9%
16,473,776 +374,754 +2.3% Added
F FORD MOTOR CO
$342.6M
1.9%
39,023,700 −3,950,803 −9.2% Reduced
SWK STANLEY BLACK & DECKER INC
$330.0M
1.8%
2,423,147 +1,187,163 +96.1% Added
AVT AVNET INC
$326.3M
1.8%
7,522,682 −350,127 −4.4% Reduced
AXA EQUITABLE HOLDINGS INC
$320.2M
1.7%
15,899,582 +1,607,184 +11.2% Added
MET METLIFE INC
$316.6M
1.7%
7,436,058 −1,004,215 −11.9% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$302.6M
1.6%
5,523,338 −1,292,811 −19.0% Reduced
JPM JPMORGAN CHASE & CO
$293.4M
1.6%
2,898,845 −210,031 −6.8% Reduced
BEN FRANKLIN TEMPLETON INC
$286.4M
1.6%
8,641,808 −754,831 −8.0% Reduced
NWSA NEWS CORP - CLASS A
$274.1M
1.5%
22,033,613 −705,149 −3.1% Reduced
EXMOC EXXON MOBIL CORP
$238.6M
1.3%
2,952,786 −1,682,261 −36.3% Reduced
PVH PVH CORP
$237.3M
1.3%
1,945,755 +1,945,755 New
RDS/A SHELL PLC-SPON ADR-A
$226.8M
1.2%
3,622,973 −1,670,620 −31.6% Reduced
GS GOLDMAN SACHS GROUP INC
$217.0M
1.2%
1,130,041 −90,050 −7.4% Reduced
KKR KKR & CO INC
$204.7M
1.1%
8,712,832 −588,440 −6.3% Reduced
CVE CENOVUS ENERGY INC
$181.4M
1.0%
20,900,424 −191,411 −0.9% Reduced
AMGN AMGEN INC
$180.5M
1.0%
950,019 −257,449 −21.3% Reduced
MHK MOHAWK INDUSTRIES INC
$172.2M
0.9%
1,364,708 +1,364,708 New
WMT WALMART INC
$161.6M
0.9%
1,656,483 +105,538 +6.8% Added
MRK MERCK & CO. INC.
$158.9M
0.9%
1,911,056 −1,769,911 −48.1% Reduced
BKR BAKER HUGHES CO
$153.6M
0.8%
5,540,588 +5,102,148 +1163.7% Added
CAH CARDINAL HEALTH INC
$145.6M
0.8%
3,023,563 −43,340 −1.4% Reduced
JELD JELD-WEN HOLDING INC
$135.6M
0.7%
7,680,921 −664,520 −8.0% Reduced
PFE PFIZER INC
$135.6M
0.7%
3,193,206 −502,831 −13.6% Reduced
R RYDER SYSTEM INC
$134.6M
0.7%
2,171,807 −499,805 −18.7% Reduced
GIL GILDAN ACTIVEWEAR INC
$133.7M
0.7%
3,718,142 +1,732,215 +87.2% Added
BIDU BAIDU INC - SPON ADR
$118.2M
0.6%
717,245 +288,007 +67.1% Added
WTW WILLIS TOWERS WATSON PLC
$117.3M
0.6%
667,887 −289,867 −30.3% Reduced
FTI TECHNIPFMC PLC
$117.1M
0.6%
4,977,275 +2,914,800 +141.3% Added
KEY KEYCORP
$110.0M
0.6%
6,982,487 −69,771 −1.0% Reduced
AGREUR AVANGRID INC
$106.9M
0.6%
2,123,879 −17,903 −0.8% Reduced
AXE3EUR ANIXTER INTERNATIONAL INC
$105.0M
0.6%
1,871,017 −49,435 −2.6% Reduced
ATUEUR ACTUANT CORP-A
$104.9M
0.6%
4,305,588 −37,903 −0.9% Reduced
FITB FIFTH THIRD BANCORP
$104.1M
0.6%
4,129,273 −60,297 −1.4% Reduced
TEX TEREX CORP
$103.5M
0.6%
3,222,716 −29,466 −0.9% Reduced
CAR AVIS BUDGET GROUP INC
$99.9M
0.5%
2,866,895 −100,862 −3.4% Reduced
DOV DOVER CORP
$99.4M
0.5%
1,059,685 −2,385,516 −69.2% Reduced
UBS UBS GROUP AG-REG
$96.7M
0.5%
7,988,546 +158,933 +2.0% Added
FLEX FLEX LTD
$94.5M
0.5%
9,453,985 +485,631 +5.4% Added
KBR KBR INC
$93.8M
0.5%
4,913,275 +184,696 +3.9% Added
ACM AECOM
$79.5M
0.4%
2,678,166 −561,911 −17.3% Reduced
CI THE CIGNA GROUP
$74.3M
0.4%
462,050 −271,318 −37.0% Reduced
JNPR* JUNIPER NETWORKS INC
$69.0M
0.4%
2,607,739 −752 −0.0% Reduced
RF REGIONS FINANCIAL CORP
$68.0M
0.4%
4,802,529 −100,698 −2.1% Reduced
WAB WABTEC CORP
$67.8M
0.4%
919,252 +919,252 New
MD PEDIATRIX MEDICAL GROUP INC
$62.2M
0.3%
2,288,341 −1,057,294 −31.6% Reduced
CSL CARLISLE COS INC
$59.2M
0.3%
482,521 −135,863 −22.0% Reduced
WED WEBSTER FINANCIAL CORP
$57.2M
0.3%
1,129,220 −21,378 −1.9% Reduced
KEL KELLANOVA
$57.0M
0.3%
993,660 −160 −0.0% Reduced
PH PARKER HANNIFIN CORP
$56.4M
0.3%
328,373 −1,673 −0.5% Reduced
T AT&T INC
$54.1M
0.3%
1,725,759 +877,807 +103.5% Added
TRS TRIMAS CORP
$54.0M
0.3%
1,786,935 −107,043 −5.7% Reduced
IVZ INVESCO LTD
$51.1M
0.3%
2,645,891 +15,349 +0.6% Added
DOORUSD MASONITE INTERNATIONAL CORP
$49.4M
0.3%
990,426 −30,482 −3.0% Reduced
MUR MURPHY OIL CORP
$45.9M
0.2%
1,566,073 −385,146 −19.7% Reduced
G GENPACT LTD
$45.6M
0.2%
1,295,181 −475,316 −26.8% Reduced
ASB ASSOCIATED BANC-CORP
$45.0M
0.2%
2,108,842 −85,981 −3.9% Reduced
ROCK GIBRALTAR INDUSTRIES INC
$43.2M
0.2%
1,064,148 −167,216 −13.6% Reduced
1RG REV GROUP INC
$43.0M
0.2%
3,931,134 +879,300 +28.8% Added
SNA SNAP-ON INC
$41.9M
0.2%
267,616 −4,507 −1.7% Reduced
JBL JABIL INC
$40.0M
0.2%
1,505,818 −339,835 −18.4% Reduced
CNO CNO FINANCIAL GROUP INC
$38.9M
0.2%
2,404,373 +2,404,373 New
SCSC SCANSOURCE INC
$38.9M
0.2%
1,085,145 −125,019 −10.3% Reduced
CVS CVS HEALTH CORP
$38.8M
0.2%
718,884 +502 +0.1% Added
CJ1EUR C&J ENERGY SERVICES INC
$38.7M
0.2%
2,492,932 +1,320,597 +112.6% Added
HOPE HOPE BANCORP INC
$37.7M
0.2%
2,883,025 −113,411 −3.8% Reduced
MSFT MICROSOFT CORP
$37.6M
0.2%
318,873 −885 −0.3% Reduced
ETR ENTERGY CORP
$36.3M
0.2%
379,428 −1,492 −0.4% Reduced
VREX VAREX IMAGING CORP
$35.9M
0.2%
1,059,706 −301,206 −22.1% Reduced
L3 TECHNOLOGIES, INC.
$35.2M
0.2%
170,782 −173 −0.1% Reduced
REALOGY HOLDINGS CORP
$34.8M
0.2%
3,052,470 −66,611 −2.1% Reduced
IBN ICICI BANK LTD-SPON ADR
$33.7M
0.2%
2,943,591 −14,463 −0.5% Reduced
CLSEUR CELESTICA INC
$33.6M
0.2%
3,970,756 +1,182,564 +42.4% Added
SPB SPECTRUM BRANDS HOLDINGS INC
$33.4M
0.2%
609,735 +609,735 New
AGIIGBP ARGO GROUP INTERNATIONAL
$33.2M
0.2%
469,895 −16,239 −3.3% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$31.9M
0.2%
1,180,245 −41,354 −3.4% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$31.3M
0.2%
910,926 −39,783 −4.2% Reduced
CSCO CISCO SYSTEMS INC
$31.3M
0.2%
579,112 −388,595 −40.2% Reduced
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$30.6M
0.2%
1,497,276 +29,951 +2.0% Added
GTS TRIPLE-S MANAGEMENT CORP
$30.5M
0.2%
1,335,896 −21,970 −1.6% Reduced
UVV UNIVERSAL CORP/VA
$27.3M
0.1%
473,265 +33,794 +7.7% Added
TCF FINANCIAL CORP
$26.8M
0.1%
1,294,537 −54,498 −4.0% Reduced
WSFS WSFS FINANCIAL CORP
$25.4M
0.1%
658,829 −27,454 −4.0% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$24.5M
0.1%
597,355 Held
ALL ALLSTATE CORP
$23.8M
0.1%
252,290 −318,820 −55.8% Reduced
ARW ARROW ELECTRONICS INC
$23.5M
0.1%
304,547 Held
TMK TORCHMARK CORP
$22.9M
0.1%
279,538 Held
THG HANOVER INSURANCE GROUP INC/
$22.7M
0.1%
198,464 −279,720 −58.5% Reduced
NSIT INSIGHT ENTERPRISES INC
$22.6M
0.1%
410,909 −404,831 −49.6% Reduced
HIG HARTFORD INSURANCE GROUP INC
$21.1M
0.1%
424,371 Held
EG EVEREST GROUP LTD
$19.7M
0.1%
91,025 Held
LMEUR LEGG MASON INC
$17.5M
0.1%
639,775 Held
HOSPITALITY PROPERTIES TRUST
$15.7M
0.1%
596,722 +5,999 +1.0% Added
VIV1USD TELEFONICA BRASIL-ADR PREF
$15.0M
0.1%
1,241,712 −4,569,846 −78.6% Reduced
WOO FOOT LOCKER INC
$14.1M
0.1%
233,279 +229 +0.1% Added
DRH DIAMONDROCK HOSPITALITY CO
$13.8M
0.1%
1,277,729 +93,148 +7.9% Added
MPAA MOTORCAR PARTS OF AMERICA IN
$12.3M
0.1%
653,637 +262,307 +67.0% Added
GJB STEELCASE INC-CL A
$12.2M
0.1%
838,435 −911,651 −52.1% Reduced
WAIREUR WESCO AIRCRAFT HOLDINGS INC
$12.1M
0.1%
1,378,243 −52,151 −3.6% Reduced
SMCIUSD SUPER MICRO COMPUTER INC
$11.6M
0.1%
550,239 +550,239 New
ROWAN COMPANIES PLC - A
$10.8M
0.1%
996,725 Held
NCI1EUR NAVIGANT CONSULTING INC
$10.6M
0.1%
544,412 −595,434 −52.2% Reduced
CMA COMERICA INC
$8.9M
0.0%
121,055 −98 −0.1% Reduced
PKX POSCO HOLDINGS INC -SPON ADR
$8.1M
0.0%
146,728 −10,030 −6.4% Reduced
APOLLO GLOBAL MANAGEMENT-A
$7.1M
0.0%
251,642 −50,415 −16.7% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$5.5M
0.0%
148,485 +471 +0.3% Added
LUKOY LUKOIL PJSC-SPON ADR
$4.6M
0.0%
50,911 −3,125 −5.8% Reduced
LNVGY LENOVO GROUP LTD-ADR
$4.2M
0.0%
235,995 −49,749 −17.4% Reduced
ARC DOCUMENT SOLUTIONS INC
$4.2M
0.0%
1,870,417 −116,931 −5.9% Reduced
CHLUSD CHINA MOBILE LTD-SPON ADR
$3.7M
0.0%
72,284 −22,678 −23.9% Reduced
SSL SASOL LTD-SPONSORED ADR
$3.7M
0.0%
118,526 +48,340 +68.9% Added
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$3.7M
0.0%
851,215 +297,815 +53.8% Added
SSNHZ SAMSUNG ELECTR-GDR REG S
$3.4M
0.0%
3,474 Held
WLMIY WILMAR INTERNATIONAL-UNS ADR
$3.4M
0.0%
138,338 Held
30294GBX HYUNDAI MOTOR-GDR
$3.4M
0.0%
64,300 Held
HNHAY HON HAI PRECISIO-SP GDR 144A
$2.9M
0.0%
607,573 Held
SIAM COMMERCIAL BANK - UNSP ADR
$2.8M
0.0%
169,185 +80,875 +91.6% Added
CRPJY CHINA RESOURCES-UNSPON ADR
$2.7M
0.0%
120,778 Held
CEZ AS - ADR
$2.5M
0.0%
211,609 Held
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$2.3M
0.0%
46,264 Held
SBKFF STATE BANK OF INDI-GDR REG S
$2.3M
0.0%
48,598 Held
CHINA AGRI-INDUSTRIES-UN ADR
$2.2M
0.0%
327,200 Held
GBXXY GRAND BAOXIN AUTO - UNSP ADR
$1.7M
0.0%
489,200 Held
RNRTY REUNERT LTD-UNSPONSORED ADR
$1.6M
0.0%
159,600 Held
KB KB FINANCIAL GROUP INC-ADR
$1.5M
0.0%
39,441 Held
CICHY CHINA CONSTRUCT-UNSPON ADR
$1.2M
0.0%
69,588 Held
CDGXY CHINA DONGXIANG GRP-UNSP ADR
$1.2M
0.0%
159,562 Held
CSUAY CHINA SHENHUA-UNSPON ADR
$1.2M
0.0%
126,700 Held
OHI OMEGA HEALTHCARE INVESTORS
$886K
0.0%
23,235 +7,234 +45.2% Added
LAMR LAMAR ADVERTISING CO-A
$872K
0.0%
11,008 +2,358 +27.3% Added
VZ VERIZON COMMUNICATIONS INC
$867K
0.0%
14,666 +3,261 +28.6% Added
ELV ELEVANCE HEALTH INC
$812K
0.0%
2,830 +2,830 New
META META PLATFORMS INC-CLASS A
$745K
0.0%
4,470 +2,049 +84.6% Added
DOX AMDOCS LTD
$741K
0.0%
13,695 +3,199 +30.5% Added
BKNG BOOKING HOLDINGS INC
$687K
0.0%
394 +55 +16.2% Added
BIIB BIOGEN INC
$579K
0.0%
2,451 +345 +16.4% Added
CHRW C.H. ROBINSON WORLDWIDE INC
$577K
0.0%
6,638 +1,519 +29.7% Added
LGEIY LG ELECTRONICS INC-GDR 144A
$549K
0.0%
16,600 Held
ZD ZIFF DAVIS INC
$522K
0.0%
6,023 +6,023 New
CRI CARTER'S INC
$515K
0.0%
5,105 +1,233 +31.8% Added
JLL JONES LANG LASALLE INC
$478K
0.0%
3,100 +553 +21.7% Added
LDOS LEIDOS HOLDINGS INC
$417K
0.0%
6,502 +1,532 +30.8% Added
QRVO QORVO INC
$366K
0.0%
5,100 +1,235 +32.0% Added
EXEL EXELIXIS INC
$362K
0.0%
15,220 +15,220 New
CBRE CBRE GROUP INC - A
$333K
0.0%
6,726 +1,603 +31.3% Added
AAPL APPLE INC
$300K
0.0%
1,580 +1,580 New
PK PARK HOTELS & RESORTS INC
$295K
0.0%
9,504 +840 +9.7% Added
RNR RENAISSANCERE HOLDINGS LTD
$295K
0.0%
2,056 +2,056 New
HRB H&R BLOCK INC
$228K
0.0%
9,535 +1,664 +21.1% Added
COR CENCORA INC
$219K
0.0%
2,749 −1,046 −27.6% Reduced
UAL UNITED AIRLINES HOLDINGS INC
$206K
0.0%
2,587 +80 +3.2% Added
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$113K
0.0%
11,354 Held

Sold positions

23 closed in Q1 2019 · shares & value as of prior filing
Holding Shares sold Prior value
BP BP PLC-SPONS ADR
3,482,311 $132.0M
ASPEN INSURANCE HOLDINGS LTD
1,144,206 $48.0M
ESSENDANT INC
3,279,687 $41.3M
QCOM QUALCOMM INC
516,860 $29.4M
SUPERIOR ENERGY SERVICES INC
2,233,208 $7.5M
COP CONOCOPHILLIPS
114,431 $7.1M
HPQ HP INC
173,101 $3.5M
EVTC EVERTEC INC
82,520 $2.4M
NWS NEWS CORP - CLASS B
163,648 $1.9M
GM GENERAL MOTORS CO
34,720 $1.2M
PBR/A PETROLEO BRASIL-SP PREF ADR
68,900 $799K
HCP INC
23,085 $645K
SSNC SS&C TECHNOLOGIES HOLDINGS
12,108 $546K
BHF BRIGHTHOUSE FINANCIAL INC
13,544 $413K
SLB SLB LTD
10,578 $382K
NORDIC AMERICAN OFFSHORE LTD
898,879 $378K
CELG CELGENE CORP
4,518 $290K
HFCUSD HOLLYFRONTIER CORP
4,307 $220K
SERVUSD SERVICEMASTER GLOBAL HOLDING
5,651 $208K
AVGO BROADCOM INC
792 $201K
MU MICRON TECHNOLOGY INC
6,289 $200K
CB CHUBB LTD
1,413 $183K
KLAC KLA CORP
1,641 $147K

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.