whalepapers
Overview/ Pzena Investment Management LLC/ Q1 2021

Pzena Investment Management LLC

Richard Pzena · As of Q1 2021 · filed May 7, 2021

Q1 2021

Holdings

170 positions · Δ vs prior quarter
GENERAL ELECTRIC COMPANY
$1.12B
4.5%
84,996,298 −4,862,918 −5.4% Reduced
LEA LEAR CORP
$842.8M
3.4%
4,649,740 +42,300 +0.9% Added
AIG AMERICAN INTERNATIONAL GROUP
$819.3M
3.3%
17,730,392 +262,257 +1.5% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$796.3M
3.2%
10,193,327 +1,605,316 +18.7% Added
WFC WELLS FARGO & CO
$788.3M
3.2%
20,176,158 −303,540 −1.5% Reduced
EIX EDISON INTERNATIONAL
$778.6M
3.2%
13,287,086 +5,248,524 +65.3% Added
HAL HALLIBURTON CO
$768.1M
3.1%
35,791,501 −2,888,614 −7.5% Reduced
PVH PVH CORP
$755.7M
3.1%
7,149,836 −225,695 −3.1% Reduced
C CITIGROUP INC
$702.7M
2.9%
9,659,688 −36,439 −0.4% Reduced
COF CAPITAL ONE FINANCIAL CORP
$689.5M
2.8%
5,419,025 −423,167 −7.2% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$676.4M
2.7%
42,972,590 −2,006,636 −4.5% Reduced
EQH EQUITABLE HOLDINGS INC
$654.2M
2.7%
20,053,666 +386,438 +2.0% Added
NWL NEWELL BRANDS INC
$652.1M
2.7%
24,351,124 +232,656 +1.0% Added
WAB WABTEC CORP
$650.8M
2.6%
8,220,976 +1,669,278 +25.5% Added
MCK MCKESSON CORP
$595.0M
2.4%
3,050,610 −38,813 −1.3% Reduced
NOV NOV INC
$542.2M
2.2%
39,521,982 +39,521,982 New
AVT AVNET INC
$512.5M
2.1%
12,345,829 −215,976 −1.7% Reduced
BKR BAKER HUGHES CO
$484.6M
2.0%
22,426,196 −1,238,125 −5.2% Reduced
TXT TEXTRON INC
$451.1M
1.8%
8,043,545 +232,426 +3.0% Added
BAC BANK OF AMERICA CORP
$411.4M
1.7%
10,634,297 −371,498 −3.4% Reduced
F FORD MOTOR CO
$400.5M
1.6%
32,696,735 −11,846,384 −26.6% Reduced
GIL GILDAN ACTIVEWEAR INC
$398.0M
1.6%
12,981,016 −2,046,860 −13.6% Reduced
NRG NRG ENERGY INC
$351.1M
1.4%
9,306,439 +131,366 +1.4% Added
AXS AXIS CAPITAL HOLDINGS LTD
$347.5M
1.4%
7,010,357 +413,571 +6.3% Added
DOW DOW INC
$346.6M
1.4%
5,421,122 +2,246 +0.0% Added
MHK MOHAWK INDUSTRIES INC
$323.9M
1.3%
1,684,204 −214,066 −11.3% Reduced
MET METLIFE INC
$314.5M
1.3%
5,173,372 −222,399 −4.1% Reduced
DOX AMDOCS LTD
$313.5M
1.3%
4,468,489 +4,133,447 +1233.7% Added
VOYA VOYA FINANCIAL INC
$299.2M
1.2%
4,701,684 +96,582 +2.1% Added
MS MORGAN STANLEY
$257.8M
1.0%
3,318,998 −1,663,039 −33.4% Reduced
JPM JPMORGAN CHASE & CO
$255.1M
1.0%
1,675,711 −149,944 −8.2% Reduced
GS GOLDMAN SACHS GROUP INC
$239.4M
1.0%
731,988 −187,502 −20.4% Reduced
TCOM TRIP.COM GROUP LTD-ADR
$237.4M
1.0%
5,990,266 +1,064,531 +21.6% Added
ORCL ORACLE CORP
$224.0M
0.9%
3,192,235 −60,597 −1.9% Reduced
EXMOC EXXON MOBIL CORP
$215.5M
0.9%
3,859,547 −106,553 −2.7% Reduced
R RYDER SYSTEM INC
$205.0M
0.8%
2,710,360 −255,237 −8.6% Reduced
SWK STANLEY BLACK & DECKER INC
$203.5M
0.8%
1,019,278 −14,199 −1.4% Reduced
CAH CARDINAL HEALTH INC
$180.8M
0.7%
2,976,893 −223,698 −7.0% Reduced
CNO CNO FINANCIAL GROUP INC
$178.6M
0.7%
7,353,500 +79,941 +1.1% Added
OLN OLIN CORP
$178.0M
0.7%
4,686,791 +312,815 +7.2% Added
FTI TECHNIPFMC PLC
$177.3M
0.7%
22,969,836 −1,701,189 −6.9% Reduced
BIDU BAIDU INC - SPON ADR
$175.3M
0.7%
805,965 −46,860 −5.5% Reduced
RDS/A SHELL PLC-SPON ADR-A
$170.8M
0.7%
4,355,086 +95,810 +2.2% Added
TEX TEREX CORP
$165.1M
0.7%
3,584,047 −1,161,306 −24.5% Reduced
SKAA SKECHERS USA INC-CL A
$162.3M
0.7%
3,891,341 +3,891,341 New
VTRS VIATRIS INC
$160.2M
0.7%
11,467,520 −5,621,448 −32.9% Reduced
JELD JELD-WEN HOLDING INC
$152.4M
0.6%
5,503,585 +316,365 +6.1% Added
FLEX FLEX LTD
$143.2M
0.6%
7,823,291 −88,928 −1.1% Reduced
AMGN AMGEN INC
$135.6M
0.6%
545,096 +31,246 +6.1% Added
WED WEBSTER FINANCIAL CORP
$132.5M
0.5%
2,404,985 −275,815 −10.3% Reduced
CVE CENOVUS ENERGY INC
$123.3M
0.5%
16,401,172 −460,633 −2.7% Reduced
BKNG BOOKING HOLDINGS INC
$111.7M
0.5%
47,963 +71 +0.1% Added
EPAC ENERPAC TOOL GROUP CORP
$111.4M
0.5%
4,266,288 +51,914 +1.2% Added
PFE PFIZER INC
$105.0M
0.4%
2,899,199 +89,086 +3.2% Added
CI THE CIGNA GROUP
$104.8M
0.4%
433,586 −8,202 −1.9% Reduced
BDC BELDEN INC
$99.7M
0.4%
2,247,198 +278,885 +14.2% Added
UBS UBS GROUP AG-REG
$96.8M
0.4%
6,235,279 +262,905 +4.4% Added
CVS CVS HEALTH CORP
$92.9M
0.4%
1,235,053 +1,078 +0.1% Added
BMY BRISTOL-MYERS SQUIBB CO
$92.3M
0.4%
1,461,292 +4,862 +0.3% Added
MTZ MASTEC INC
$88.1M
0.4%
940,226 +106,089 +12.7% Added
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$84.5M
0.3%
3,858,960 +1,216,204 +46.0% Added
GJB STEELCASE INC-CL A
$83.8M
0.3%
5,821,606 +837,037 +16.8% Added
DAN DANA INC
$82.2M
0.3%
3,378,811 +19,861 +0.6% Added
1RG REV GROUP INC
$82.2M
0.3%
4,290,013 −242,494 −5.4% Reduced
ASB ASSOCIATED BANC-CORP
$80.0M
0.3%
3,747,510 +131,171 +3.6% Added
RF REGIONS FINANCIAL CORP
$79.2M
0.3%
3,832,646 −382,917 −9.1% Reduced
CLSEUR CELESTICA INC
$76.0M
0.3%
9,077,386 +1,319,320 +17.0% Added
PKX POSCO HOLDINGS INC -SPON ADR
$74.1M
0.3%
1,026,409 +865 +0.1% Added
SPB SPECTRUM BRANDS HOLDINGS INC
$73.3M
0.3%
861,776 −14,434 −1.6% Reduced
JNPR* JUNIPER NETWORKS INC
$73.1M
0.3%
2,884,687 +1,358 +0.0% Added
AELUSD AMERICAN EQUITY INVT LIFE HL
$71.2M
0.3%
2,258,504 +777,238 +52.5% Added
KEY KEYCORP
$70.6M
0.3%
3,535,563 −619,519 −14.9% Reduced
IVZ INVESCO LTD
$69.0M
0.3%
2,736,002 −951,677 −25.8% Reduced
THNPY TECHNIP ENERGIES ADR - SPON
$64.7M
0.3%
4,322,016 +4,322,016 New
FITB FIFTH THIRD BANCORP
$64.3M
0.3%
1,716,683 −322,710 −15.8% Reduced
HOPE HOPE BANCORP INC
$59.8M
0.2%
3,972,306 +158,473 +4.2% Added
TCF TCF FINANCIAL CORP
$58.0M
0.2%
1,247,486 −52,699 −4.1% Reduced
GTS TRIPLE-S MANAGEMENT CORP
$57.5M
0.2%
2,210,735 +2,307 +0.1% Added
RGA REINSURANCE GROUP OF AMERICA
$55.8M
0.2%
442,704 +14,369 +3.4% Added
HOFT HOOKER FURNISHINGS CORP
$55.6M
0.2%
1,525,352 +5,883 +0.4% Added
UVSP UNIVEST FINANCIAL CORP
$55.0M
0.2%
1,922,196 +8,662 +0.5% Added
MUR MURPHY OIL CORP
$52.4M
0.2%
3,193,305 −24,244 −0.8% Reduced
SCSC SCANSOURCE INC
$51.7M
0.2%
1,725,310 +11,030 +0.6% Added
UMPQUSD UMPQUA HOLDINGS CORP
$51.7M
0.2%
2,944,174 +40,593 +1.4% Added
UVV UNIVERSAL CORP/VA
$50.9M
0.2%
863,580 +29,533 +3.5% Added
OEC ORION SA
$49.3M
0.2%
2,498,828 +589,465 +30.9% Added
AGIIGBP ARGO GROUP INTERNATIONAL
$49.2M
0.2%
978,508 +33,491 +3.5% Added
GAP GAP INC
$48.6M
0.2%
1,632,671 −86,737 −5.0% Reduced
SMCIUSD SUPER MICRO COMPUTER INC
$48.6M
0.2%
1,243,831 +247,407 +24.8% Added
MOG/A MOOG INC-CLASS A
$47.6M
0.2%
572,331 +16,229 +2.9% Added
TRS TRIMAS CORP
$47.5M
0.2%
1,565,439 +36,974 +2.4% Added
MPAA MOTORCAR PARTS OF AMERICA IN
$44.3M
0.2%
1,968,491 −6,966 −0.4% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$43.4M
0.2%
366,943 −75,677 −17.1% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$41.9M
0.2%
4,067,607 +46,959 +1.2% Added
2676403D NEXTIER OILFIELD SOLUTIONS I
$41.0M
0.2%
11,023,710 −145,492 −1.3% Reduced
DOV DOVER CORP
$39.6M
0.2%
288,741 Held
IBN ICICI BANK LTD-SPON ADR
$39.3M
0.2%
2,454,394 −766,406 −23.8% Reduced
TBI TRUEBLUE INC
$37.4M
0.2%
1,700,059 +73,742 +4.5% Added
KEL KELLANOVA
$37.0M
0.2%
583,734 −10,633 −1.8% Reduced
WSFS WSFS FINANCIAL CORP
$35.8M
0.1%
718,591 −313,715 −30.4% Reduced
VREX VAREX IMAGING CORP
$34.0M
0.1%
1,658,037 +34,668 +2.1% Added
HIG HARTFORD INSURANCE GROUP INC
$33.9M
0.1%
506,950 Held
IPG INTERPUBLIC GROUP OF COS INC
$32.1M
0.1%
1,098,727 −72,454 −6.2% Reduced
CSCO CISCO SYSTEMS INC
$29.6M
0.1%
571,949 Held
KBR KBR INC
$29.0M
0.1%
755,868 Held
CAR AVIS BUDGET GROUP INC
$28.0M
0.1%
385,619 −1,421,557 −78.7% Reduced
ACM AECOM
$26.9M
0.1%
419,152 −45,873 −9.9% Reduced
ARW ARROW ELECTRONICS INC
$25.9M
0.1%
233,933 −1,046 −0.4% Reduced
MSM MSC INDUSTRIAL DIRECT CO-A
$23.6M
0.1%
261,615 Held
GL GLOBE LIFE INC
$23.4M
0.1%
241,764 Held
SHG SHINHAN FINANCIAL GROUP-ADR
$23.0M
0.1%
686,137 +53,919 +8.5% Added
G GENPACT LTD
$21.7M
0.1%
505,955 −6,042 −1.2% Reduced
PAHC PHIBRO ANIMAL HEALTH CORP-A
$21.3M
0.1%
871,624 +633,981 +266.8% Added
ETR ENTERGY CORP
$19.0M
0.1%
190,695 +116 +0.1% Added
37M MRC GLOBAL INC
$17.3M
0.1%
1,913,515 +1,913,515 New
VZ VERIZON COMMUNICATIONS INC
$14.0M
0.1%
240,547 +1,671 +0.7% Added
SNA SNAP-ON INC
$13.0M
0.1%
56,402 −79,455 −58.5% Reduced
THG HANOVER INSURANCE GROUP INC/
$12.7M
0.1%
97,804 −66 −0.1% Reduced
LUKOY LUKOIL PJSC-SPON ADR
$6.8M
0.0%
83,934 +2,720 +3.3% Added
PLTEUR PLANTRONICS INC
$6.5M
0.0%
168,305 −644,186 −79.3% Reduced
SSNHZ SAMSUNG ELECTR-GDR REG S
$6.2M
0.0%
3,474 Held
HNHAY HON HAI PRECISIO-SP GDR 144A
$5.9M
0.0%
673,573 +66,000 +10.9% Added
ABEV AMBEV SA-ADR
$5.8M
0.0%
2,132,168 +486,858 +29.6% Added
GXYYY GALAXY ENTERTAINMEN-UNSP ADR
$4.2M
0.0%
93,859 +400 +0.4% Added
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$3.6M
0.0%
671,215 Held
LNVGY LENOVO GROUP LTD-ADR
$3.4M
0.0%
118,466 −79,425 −40.1% Reduced
CIG CIA ENERGETICA DE-SPON ADR
$3.4M
0.0%
1,477,499 +609,203 +70.2% Added
WLMIY WILMAR INTERNATIONAL-UNS ADR
$3.2M
0.0%
78,934 −16,852 −17.6% Reduced
SCBFY STANDARD CHARTERED- UNSP ADR
$3.1M
0.0%
221,025 +1,091 +0.5% Added
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR
$3.1M
0.0%
225,388 Held
CRPJY CHINA RESOURCES-UNSPON ADR
$3.1M
0.0%
155,743 Held
KB KB FINANCIAL GROUP INC-ADR
$2.6M
0.0%
53,432 −150 −0.3% Reduced
CICHY CHINA CONSTRUCT-UNSPON ADR
$2.6M
0.0%
155,960 Held
CEZ AS UNSPON ADR
$2.6M
0.0%
212,395 +786 +0.4% Added
30294GBX HYUNDAI MOTOR-GDR
$2.6M
0.0%
26,847 −30,556 −53.2% Reduced
COWNEUR COWEN INC - A
$2.4M
0.0%
68,810 −595,921 −89.6% Reduced
SSL SASOL LTD-SPONSORED ADR
$2.2M
0.0%
153,043 +3,349 +2.2% Added
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$1.3M
0.0%
27,784 −20,000 −41.9% Reduced
OTPIY OTP BANK NYRT-144A GDR
$1.2M
0.0%
58,286 +966 +1.7% Added
ITUB ITAU UNIBANCO H-SPON PRF ADR
$1.2M
0.0%
246,761 +203,642 +472.3% Added
RNRTY REUNERT LTD-UNSPONSORED ADR
$1.1M
0.0%
159,600 Held
SJM JM SMUCKER CO
$725K
0.0%
5,733 +5,733 New
KR KROGER CO
$722K
0.0%
20,048 −33 −0.2% Reduced
TMUS T-MOBILE US INC
$694K
0.0%
5,539 +5,539 New
ABBV ABBVIE INC
$687K
0.0%
6,344 +111 +1.8% Added
GBXXY GRAND BAOXIN AUTO - UNSP ADR
$682K
0.0%
654,468 Held
COR CENCORA INC
$675K
0.0%
5,713 −60 −1.0% Reduced
CHKP CHECK POINT SOFTWARE TECH
$667K
0.0%
5,956 +1,066 +21.8% Added
GILD GILEAD SCIENCES INC
$666K
0.0%
10,305 +232 +2.3% Added
MRK MERCK & CO. INC.
$659K
0.0%
8,546 +8,546 New
ALXN ALEXION PHARMACEUTICALS INC
$646K
0.0%
4,225 +176 +4.3% Added
DLTR DOLLAR TREE INC
$610K
0.0%
5,331 −781 −12.8% Reduced
REGN REGENERON PHARMACEUTICALS
$594K
0.0%
1,255 +1,255 New
META META PLATFORMS INC-CLASS A
$574K
0.0%
1,949 +1,949 New
UNH UNITEDHEALTH GROUP INC
$571K
0.0%
1,535 +1,535 New
CHRW C.H. ROBINSON WORLDWIDE INC
$562K
0.0%
5,891 −907 −13.3% Reduced
ZD ZIFF DAVIS INC
$543K
0.0%
4,529 +4,529 New
WBA* WALGREENS BOOTS ALLIANCE INC
$543K
0.0%
9,899 +9,899 New
SWIUSD SOLARWINDS CORP
$539K
0.0%
30,887 +30,887 New
MRNA MODERNA INC
$494K
0.0%
3,775 +3,775 New
MMS MAXIMUS INC
$492K
0.0%
5,524 −1,553 −21.9% Reduced
DISCAUSD DISCOVERY INC - A
$455K
0.0%
10,476 +10,476 New
RVTY REVVITY INC
$446K
0.0%
3,473 +3,473 New
INTC INTEL CORP
$427K
0.0%
6,665 +6,665 New
ITRN ITURAN LOCATION AND CONTROL
$376K
0.0%
17,708 Held
CDGXY CHINA DONGXIANG GRP-UNSP ADR
$364K
0.0%
62,820 Held
INGR INGREDION INC
$347K
0.0%
3,861 −4,246 −52.4% Reduced
TSN TYSON FOODS INC-CL A
$320K
0.0%
4,301 −3,989 −48.1% Reduced
HNHPF HON HAI PRECISION-GDR REG S
$232K
0.0%
26,319 +1,571 +6.3% Added
SIRIEUR SIRIUS XM HOLDINGS INC
$66K
0.0%
10,873 +10,873 New

Sold positions

14 closed in Q1 2021 · shares & value as of prior filing
Holding Shares sold Prior value
NOVEUR NATIONAL OILWELL VARCO INC
39,523,272 $542.7M
REALOGY HOLDINGS CORP.
3,154,462 $41.4M
KRE SS SPDR S&P REGIONAL BANK
86,156 $4.5M
SLB SLB LTD
95,421 $2.1M
OIH VANECK OIL SERVICES ETF
10,789 $1.7M
IWD ISHARES RUSSELL 1000 VALUE E
9,630 $1.3M
CHLUSD CHINA MOBILE LTD-SPON ADR
32,142 $917K
UTHR UNITED THERAPEUTICS CORP
4,289 $651K
ED CONSOLIDATED EDISON INC
8,458 $611K
EXEL EXELIXIS INC
28,377 $570K
NEU NEWMARKET CORP
1,355 $540K
AZO AUTOZONE INC
449 $532K
ALL ALLSTATE CORP
4,692 $516K
RNR RENAISSANCERE HOLDINGS LTD
2,077 $344K

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.