whalepapers
Overview/ Pzena Investment Management LLC/ Q1 2020

Pzena Investment Management LLC

Richard Pzena · As of Q1 2020 · filed May 1, 2020

Q1 2020

Holdings

165 positions · Δ vs prior quarter
GENERAL ELECTRIC COMPANY
$512.7M
3.9%
64,569,513 +266,399 +0.4% Added
MCK MCKESSON CORP
$466.3M
3.5%
3,447,532 −313,063 −8.3% Reduced
LEA LEAR CORP
$426.2M
3.2%
5,245,802 +692,494 +15.2% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$412.3M
3.1%
8,872,350 +8,136 +0.1% Added
AIG AMERICAN INTERNATIONAL GROUP
$385.2M
2.9%
15,884,497 +5,168,010 +48.2% Added
HPE HEWLETT PACKARD ENTERPRISE
$363.6M
2.8%
37,450,913 +3,375,531 +9.9% Added
NWL NEWELL BRANDS INC
$340.8M
2.6%
25,662,849 +347,595 +1.4% Added
C CITIGROUP INC
$333.6M
2.5%
7,921,337 +340,776 +4.5% Added
WAB WABTEC CORP
$323.1M
2.4%
6,713,686 +178,096 +2.7% Added
HAL HALLIBURTON CO
$319.7M
2.4%
46,668,019 +15,101,089 +47.8% Added
EQH EQUITABLE HOLDINGS INC
$319.3M
2.4%
22,099,137 +22,099,137 New
NOVEUR NATIONAL OILWELL VARCO INC
$312.8M
2.4%
31,817,347 +2,120,588 +7.1% Added
WFC WELLS FARGO & CO
$309.1M
2.3%
10,769,810 +852,236 +8.6% Added
MYL MYLAN NV
$291.5M
2.2%
19,550,554 −1,231,163 −5.9% Reduced
MS MORGAN STANLEY
$288.3M
2.2%
8,479,495 −215,769 −2.5% Reduced
COF CAPITAL ONE FINANCIAL CORP
$284.5M
2.2%
5,642,681 +90,944 +1.6% Added
EIX EDISON INTERNATIONAL
$283.1M
2.1%
5,166,436 −864,858 −14.3% Reduced
SWK STANLEY BLACK & DECKER INC
$271.3M
2.1%
2,712,644 +444,064 +19.6% Added
BAC BANK OF AMERICA CORP
$267.9M
2.0%
12,620,715 −621,993 −4.7% Reduced
F FORD MOTOR CO
$246.8M
1.9%
51,098,081 +19,549,840 +62.0% Added
IPG INTERPUBLIC GROUP OF COS INC
$244.4M
1.8%
15,097,551 −2,468,938 −14.1% Reduced
PVH PVH CORP
$239.6M
1.8%
6,366,624 +1,388,885 +27.9% Added
AVT AVNET INC
$226.8M
1.7%
9,036,655 +40,202 +0.4% Added
AMGN AMGEN INC
$223.1M
1.7%
1,100,337 −208,970 −16.0% Reduced
VOYA VOYA FINANCIAL INC
$222.8M
1.7%
5,493,750 −197,379 −3.5% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$197.8M
1.5%
5,117,290 −265,759 −4.9% Reduced
MET METLIFE INC
$190.4M
1.4%
6,227,011 +107,202 +1.8% Added
JPM JPMORGAN CHASE & CO
$187.9M
1.4%
2,086,773 +81,789 +4.1% Added
ORCL ORACLE CORP
$185.0M
1.4%
3,827,132 −976,509 −20.3% Reduced
GIL GILDAN ACTIVEWEAR INC
$175.4M
1.3%
13,749,728 +5,260,720 +62.0% Added
GS GOLDMAN SACHS GROUP INC
$166.0M
1.3%
1,074,022 −15,990 −1.5% Reduced
MHK MOHAWK INDUSTRIES INC
$157.9M
1.2%
2,071,747 +36,821 +1.8% Added
BKR BAKER HUGHES CO
$155.6M
1.2%
14,820,776 +4,747,534 +47.1% Added
CAH CARDINAL HEALTH INC
$146.3M
1.1%
3,052,158 −948,239 −23.7% Reduced
RDS/A SHELL PLC-SPON ADR-A
$135.4M
1.0%
3,881,749 +787,674 +25.5% Added
DOW DOW INC
$133.6M
1.0%
4,570,427 +4,570,427 New
KKR KKR & CO INC
$128.4M
1.0%
5,472,841 −2,842,892 −34.2% Reduced
AGREUR AVANGRID INC
$121.9M
0.9%
2,784,048 +205,410 +8.0% Added
FLEX FLEX LTD
$108.4M
0.8%
12,939,402 +1,988,787 +18.2% Added
CNO CNO FINANCIAL GROUP INC
$102.8M
0.8%
8,298,324 +1,527,458 +22.6% Added
PFE PFIZER INC
$102.8M
0.8%
3,148,102 −340 −0.0% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$102.4M
0.8%
1,836,457 −701,418 −27.6% Reduced
R RYDER SYSTEM INC
$95.7M
0.7%
3,619,637 +354,307 +10.9% Added
EXMOC EXXON MOBIL CORP
$94.8M
0.7%
2,495,951 +14,806 +0.6% Added
BIDU BAIDU INC - SPON ADR
$89.2M
0.7%
885,172 +7,521 +0.9% Added
JELD JELD-WEN HOLDING INC
$87.2M
0.7%
8,966,895 +990,502 +12.4% Added
OMC OMNICOM GROUP
$87.0M
0.7%
1,584,283 −815,173 −34.0% Reduced
KEY KEYCORP
$82.6M
0.6%
7,966,503 −31,528 −0.4% Reduced
FTI TECHNIPFMC PLC
$82.4M
0.6%
12,220,651 +997,595 +8.9% Added
CI THE CIGNA GROUP
$81.4M
0.6%
459,545 −883 −0.2% Reduced
FITB FIFTH THIRD BANCORP
$78.2M
0.6%
5,269,251 −5,084 −0.1% Reduced
UBS UBS GROUP AG-REG
$72.4M
0.5%
7,814,315 +168,602 +2.2% Added
TEX TEREX CORP
$66.5M
0.5%
4,628,942 +117,897 +2.6% Added
EPAC ENERPAC TOOL GROUP CORP
$66.2M
0.5%
4,002,637 +4,002,637 New
CVS CVS HEALTH CORP
$66.2M
0.5%
1,114,976 +163,186 +17.1% Added
OLN OLIN CORP
$61.5M
0.5%
5,269,529 +1,606,409 +43.9% Added
JNPR* JUNIPER NETWORKS INC
$60.0M
0.5%
3,134,769 +317 +0.0% Added
KEL KELLANOVA
$54.2M
0.4%
904,300 −20,821 −2.3% Reduced
CAR AVIS BUDGET GROUP INC
$53.2M
0.4%
3,828,450 −599,871 −13.5% Reduced
WED WEBSTER FINANCIAL CORP
$50.1M
0.4%
2,186,274 +187,954 +9.4% Added
RF REGIONS FINANCIAL CORP
$49.2M
0.4%
5,482,395 −13,163 −0.2% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$47.8M
0.4%
1,315,227 −119,661 −8.3% Reduced
CVE CENOVUS ENERGY INC
$44.4M
0.3%
21,989,773 +88,228 +0.4% Added
PH PARKER HANNIFIN CORP
$42.5M
0.3%
327,398 −874 −0.3% Reduced
ASB ASSOCIATED BANC-CORP
$38.7M
0.3%
3,026,208 +407,203 +15.5% Added
ACM AECOM
$38.4M
0.3%
1,286,016 −1,337,882 −51.0% Reduced
T AT&T INC
$36.6M
0.3%
1,254,686 −469,507 −27.2% Reduced
IVZ INVESCO LTD
$35.7M
0.3%
3,927,341 −3,635 −0.1% Reduced
SNA SNAP-ON INC
$34.8M
0.3%
319,642 −26,642 −7.7% Reduced
SCSC SCANSOURCE INC
$32.8M
0.2%
1,534,234 +70,156 +4.8% Added
ETR ENTERGY CORP
$32.1M
0.2%
341,253 +93,348 +37.7% Added
SMCIUSD SUPER MICRO COMPUTER INC
$32.0M
0.2%
1,503,791 −381,096 −20.2% Reduced
BDC BELDEN INC
$31.2M
0.2%
865,313 +865,313 New
AELUSD AMERICAN EQUITY INVT LIFE HL
$31.2M
0.2%
1,659,468 +53,116 +3.3% Added
GTS TRIPLE-S MANAGEMENT CORP
$31.2M
0.2%
2,211,173 −23,201 −1.0% Reduced
DAN DANA INC
$30.8M
0.2%
3,939,421 +2,506,592 +174.9% Added
VREX VAREX IMAGING CORP
$29.9M
0.2%
1,314,747 −192,980 −12.8% Reduced
TRS TRIMAS CORP
$29.6M
0.2%
1,282,939 −479,407 −27.2% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$29.1M
0.2%
613,672 −472,032 −43.5% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$28.8M
0.2%
602,887 −116,760 −16.2% Reduced
KBR KBR INC
$26.9M
0.2%
1,301,401 −308,045 −19.1% Reduced
HOPE HOPE BANCORP INC
$26.3M
0.2%
3,194,431 −230,887 −6.7% Reduced
UVV UNIVERSAL CORP/VA
$26.0M
0.2%
589,185 −287,570 −32.8% Reduced
HOFT HOOKER FURNISHINGS CORP
$25.3M
0.2%
1,620,521 +146,364 +9.9% Added
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$25.0M
0.2%
1,885,910 +38,691 +2.1% Added
G GENPACT LTD
$24.9M
0.2%
853,557 −155,390 −15.4% Reduced
DOV DOVER CORP
$24.5M
0.2%
292,377 −39 −0.0% Reduced
IBN ICICI BANK LTD-SPON ADR
$24.1M
0.2%
2,834,658 −348,694 −11.0% Reduced
UVSP UNIVEST FINANCIAL CORP
$24.0M
0.2%
1,470,802 +1,470,802 New
TCF TCF FINANCIAL CORP
$23.5M
0.2%
1,037,341 +272,447 +35.6% Added
MSM MSC INDUSTRIAL DIRECT CO-A
$23.2M
0.2%
422,399 +12,343 +3.0% Added
CLSEUR CELESTICA INC
$23.0M
0.2%
6,581,077 +1,275,432 +24.0% Added
MPAA MOTORCAR PARTS OF AMERICA IN
$22.9M
0.2%
1,823,664 +242,401 +15.3% Added
CSCO CISCO SYSTEMS INC
$22.6M
0.2%
576,079 +3 +0.0% Added
ALL ALLSTATE CORP
$22.3M
0.2%
243,501 −40,029 −14.1% Reduced
GL GLOBE LIFE INC
$21.9M
0.2%
303,871 Held
MUR MURPHY OIL CORP
$21.2M
0.2%
3,462,504 +936,946 +37.1% Added
WSFS WSFS FINANCIAL CORP
$19.8M
0.2%
796,091 +35,717 +4.7% Added
ARW ARROW ELECTRONICS INC
$19.5M
0.1%
376,101 Held
HIG HARTFORD INSURANCE GROUP INC
$17.9M
0.1%
506,950 Held
WMT WALMART INC
$17.6M
0.1%
154,712 −581,989 −79.0% Reduced
1RG REV GROUP INC
$16.9M
0.1%
4,042,611 +262,888 +7.0% Added
SYKES ENTERPRISES INCORPORATED
$16.7M
0.1%
615,821 −352,444 −36.4% Reduced
UMPQUSD UMPQUA HOLDINGS CORP
$16.4M
0.1%
1,503,764 +1,503,764 New
BIIB BIOGEN INC
$14.9M
0.1%
47,151 −2,519 −5.1% Reduced
CCL1EUR CARNIVAL CORP LTD
$13.9M
0.1%
1,056,301 +1,056,301 New
PLTEUR PLANTRONICS INC
$13.7M
0.1%
1,360,987 +1,360,987 New
THG HANOVER INSURANCE GROUP INC/
$13.5M
0.1%
149,456 −84,372 −36.1% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$13.5M
0.1%
365,018 +19,406 +5.6% Added
VZ VERIZON COMMUNICATIONS INC
$13.0M
0.1%
241,800 +227,074 +1542.0% Added
2676403D NEXTIER OILFIELD SOLUTIONS I
$11.4M
0.1%
9,721,147 +1,834,866 +23.3% Added
SYU1 SYNOVUS FINANCIAL CORP
$10.3M
0.1%
587,852 −380,892 −39.3% Reduced
REALOGY HOLDINGS CORP.
$9.9M
0.1%
3,303,811 −52,811 −1.6% Reduced
PKX POSCO HOLDINGS INC -SPON ADR
$9.6M
0.1%
293,407 +103,707 +54.7% Added
JBL JABIL INC
$8.6M
0.1%
350,690 −224,618 −39.0% Reduced
GJB STEELCASE INC-CL A
$8.3M
0.1%
838,820 +24,387 +3.0% Added
WTW WILLIS TOWERS WATSON PLC
$7.9M
0.1%
46,485 −391,056 −89.4% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$7.9M
0.1%
1,551,872 +42,901 +2.8% Added
SERVICE PROPERTIES TRUST
$7.4M
0.1%
1,369,286 −13,058 −0.9% Reduced
APOEUR APOLLO ASSET MANAGEMENT INC
$5.7M
0.0%
170,561 −40,048 −19.0% Reduced
NSIT INSIGHT ENTERPRISES INC
$5.6M
0.0%
133,556 −158,470 −54.3% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$4.1M
0.0%
177,117 +3,310 +1.9% Added
CMA COMERICA INC
$3.6M
0.0%
121,055 Held
SSNHZ SAMSUNG ELECTR-GDR REG S
$3.4M
0.0%
3,474 Held
LUKOY LUKOIL PJSC-SPON ADR
$3.3M
0.0%
55,485 +12,840 +30.1% Added
LNVGY LENOVO GROUP LTD-ADR
$3.2M
0.0%
301,650 −600 −0.2% Reduced
HNHAY HON HAI PRECISIO-SP GDR 144A
$2.8M
0.0%
607,573 Held
CRPJY CHINA RESOURCES-UNSPON ADR
$2.6M
0.0%
158,337 Held
CICHY CHINA CONSTRUCT-UNSPON ADR
$2.5M
0.0%
155,960 Held
CHLUSD CHINA MOBILE LTD-SPON ADR
$2.4M
0.0%
63,242 Held
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$2.3M
0.0%
74,104 +24,680 +49.9% Added
WLMIY WILMAR INTERNATIONAL-UNS ADR
$2.2M
0.0%
97,376 Held
30294GBX HYUNDAI MOTOR-GDR
$2.1M
0.0%
57,403 Held
MRK MERCK & CO. INC.
$2.0M
0.0%
25,598 −33,213 −56.5% Reduced
VALPQ VALARIS PLC
$1.9M
0.0%
4,264,044 Held
SCBFY STANDARD CHARTERED- UNSP ADR
$1.9M
0.0%
167,706 Held
CEZ AS UNSPON ADR
$1.7M
0.0%
211,609 Held
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$1.6M
0.0%
671,215 Held
KB KB FINANCIAL GROUP INC-ADR
$1.5M
0.0%
53,582 Held
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR
$1.4M
0.0%
169,185 Held
SBKFF STATE BANK OF INDI-GDR REG S
$1.3M
0.0%
48,598 Held
CDGXY CHINA DONGXIANG GRP-UNSP ADR
$987K
0.0%
228,423 Held
GBXXY GRAND BAOXIN AUTO - UNSP ADR
$878K
0.0%
654,468 Held
CIG CIA ENERGETICA DE-SPON ADR
$868K
0.0%
510,495 +510,495 New
OTPIY OTP BANK NYRT-144A GDR
$810K
0.0%
56,060 Held
CSUAY CHINA SHENHUA-UNSPON ADR
$802K
0.0%
107,227 −111,500 −51.0% Reduced
RNRTY REUNERT LTD-UNSPONSORED ADR
$775K
0.0%
159,600 Held
ALXN ALEXION PHARMACEUTICALS INC
$684K
0.0%
7,617 +7,617 New
COR CENCORA INC
$672K
0.0%
7,588 +4,989 +192.0% Added
RNR RENAISSANCERE HOLDINGS LTD
$653K
0.0%
4,375 −56 −1.3% Reduced
DOX AMDOCS LTD
$638K
0.0%
11,601 −1,551 −11.8% Reduced
MMS MAXIMUS INC
$632K
0.0%
10,861 +8,028 +283.4% Added
EXEL EXELIXIS INC
$621K
0.0%
36,084 +36,084 New
FOXA FOX CORP - CLASS A
$617K
0.0%
26,109 +26,109 New
ABBV ABBVIE INC
$613K
0.0%
8,049 +4,870 +153.2% Added
JAZZ JAZZ PHARMACEUTICALS PLC
$608K
0.0%
6,098 +6,098 New
CHRW C.H. ROBINSON WORLDWIDE INC
$600K
0.0%
9,063 +2,865 +46.2% Added
WBA* WALGREENS BOOTS ALLIANCE INC
$599K
0.0%
13,083 +13,083 New
NWSA NEWS CORP - CLASS A
$551K
0.0%
61,411 −739,459 −92.3% Reduced
RHI ROBERT HALF INC
$544K
0.0%
14,398 +14,398 New
ZION ZIONS BANCORP NA
$504K
0.0%
18,829 +18,829 New
CMI CUMMINS INC
$334K
0.0%
2,469 +2,469 New
SSL SASOL LTD-SPONSORED ADR
$301K
0.0%
149,694 Held
HNHPF HON HAI PRECISION-GDR REG S
$93K
0.0%
20,248 +2,500 +14.1% Added
AMKBY A P MOLLER-MAERSK-B-UNSP ADR
$79K
0.0%
17,609 +3,600 +25.7% Added

Sold positions

26 closed in Q1 2020 · shares & value as of prior filing
Holding Shares sold Prior value
AXA EQUITABLE HOLDINGS INC
19,778,140 $490.1M
ATUEUR ACTUANT CORP-A
3,989,841 $103.9M
CSL CARLISLE COS INC
225,508 $36.5M
EG EVEREST GROUP LTD
116,954 $32.4M
LMEUR LEGG MASON INC
818,431 $29.4M
ROCK GIBRALTAR INDUSTRIES INC
217,340 $11.0M
AXE3EUR ANIXTER INTERNATIONAL INC
90,574 $8.3M
LAMR LAMAR ADVERTISING CO-A
10,754 $960K
UNH UNITEDHEALTH GROUP INC
3,112 $915K
AES AES CORP
45,692 $909K
BRX BRIXMOR PROPERTY GROUP INC
41,607 $899K
STWD STARWOOD PROPERTY TRUST INC
34,936 $869K
CB CHUBB LTD
5,561 $866K
HRB H&R BLOCK INC
35,906 $843K
VTR VENTAS INC
14,560 $841K
LEN LENNAR CORP-A
14,497 $809K
HUM HUMANA INC
2,105 $772K
EXPE EXPEDIA GROUP INC
7,096 $767K
BKNG BOOKING HOLDINGS INC
364 $748K
ELV ELEVANCE HEALTH INC
2,438 $736K
ZD ZIFF DAVIS INC
7,737 $725K
LGEIY LG ELECTRONICS INC-GDR 144A
16,600 $517K
GILD GILEAD SCIENCES INC
7,581 $493K
SLB SLB LTD
10,668 $429K
INTC INTEL CORP
4,122 $247K
CBRE CBRE GROUP INC - A
3,665 $225K

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.