whalepapers
Overview/ Pzena Investment Management LLC/ Q1 2022

Pzena Investment Management LLC

Richard Pzena · As of Q1 2022 · filed May 6, 2022

Q1 2022

Holdings

177 positions · Δ vs prior quarter
CTSH COGNIZANT TECH SOLUTIONS-A
$1.21B
4.6%
13,442,594 −654,475 −4.6% Reduced
EIX EDISON INTERNATIONAL
$1.03B
3.9%
14,670,491 −205,025 −1.4% Reduced
GE GENERAL ELECTRIC
$1.01B
3.8%
11,051,038 +17,546 +0.2% Added
AIG AMERICAN INTERNATIONAL GROUP
$988.2M
3.7%
15,742,837 −967,509 −5.8% Reduced
WAB WABTEC CORP
$961.5M
3.6%
9,997,806 −120,896 −1.2% Reduced
LEA LEAR CORP
$893.4M
3.4%
6,265,529 +1,103,398 +21.4% Added
HAL HALLIBURTON CO
$862.3M
3.3%
22,769,611 −15,855,236 −41.0% Reduced
WFC WELLS FARGO & CO
$857.1M
3.2%
17,686,093 −1,184,340 −6.3% Reduced
MCK MCKESSON CORP
$827.3M
3.1%
2,702,490 −248,210 −8.4% Reduced
NWL NEWELL BRANDS INC
$776.1M
2.9%
36,251,194 +7,908,772 +27.9% Added
NOV NOV INC
$756.3M
2.9%
38,565,035 −2,101,930 −5.2% Reduced
NRG NRG ENERGY INC
$715.6M
2.7%
18,654,573 +1,430,085 +8.3% Added
EQH EQUITABLE HOLDINGS INC
$677.8M
2.6%
21,926,757 −156,876 −0.7% Reduced
C CITIGROUP INC
$639.8M
2.4%
11,981,006 +704,104 +6.2% Added
HPE HEWLETT PACKARD ENTERPRISE
$628.0M
2.4%
37,579,672 −5,354,408 −12.5% Reduced
PVH PVH CORP
$600.3M
2.3%
7,836,192 +60,361 +0.8% Added
DOX AMDOCS LTD
$534.4M
2.0%
6,499,823 +1,108,489 +20.6% Added
COF CAPITAL ONE FINANCIAL CORP
$513.3M
1.9%
3,909,913 +8,933 +0.2% Added
AVT AVNET INC
$488.7M
1.8%
12,040,671 −144,666 −1.2% Reduced
BKR BAKER HUGHES CO
$444.7M
1.7%
12,213,122 −10,620,151 −46.5% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$430.0M
1.6%
7,111,763 +54,239 +0.8% Added
DOW DOW INC
$400.7M
1.5%
6,288,492 −131,134 −2.0% Reduced
FMS FRESENIUS MEDICAL CARE-ADR
$389.9M
1.5%
11,577,632 +2,118,186 +22.4% Added
EXMOC EXXON MOBIL CORP
$372.5M
1.4%
4,509,751 −927,706 −17.1% Reduced
SSNC SS&C TECHNOLOGIES HOLDINGS
$364.7M
1.4%
4,861,235 +1,995,501 +69.6% Added
MET METLIFE INC
$359.1M
1.4%
5,110,095 −182,929 −3.5% Reduced
GIL GILDAN ACTIVEWEAR INC
$334.6M
1.3%
8,927,121 −1,838,973 −17.1% Reduced
BAC BANK OF AMERICA CORP
$329.3M
1.2%
7,989,915 −1,155,857 −12.6% Reduced
VOYA VOYA FINANCIAL INC
$320.5M
1.2%
4,830,831 −21,072 −0.4% Reduced
SKAA SKECHERS USA INC-CL A
$281.4M
1.1%
6,904,844 +2,071,445 +42.9% Added
BMY BRISTOL-MYERS SQUIBB CO
$264.8M
1.0%
3,625,787 +2,470,079 +213.7% Added
JPM JPMORGAN CHASE & CO
$238.4M
0.9%
1,748,831 +4,409 +0.3% Added
MHK MOHAWK INDUSTRIES INC
$217.7M
0.8%
1,752,503 +153,452 +9.6% Added
TCOM TRIP.COM GROUP LTD-ADR
$212.6M
0.8%
9,195,018 +1,571,122 +20.6% Added
FTI TECHNIPFMC PLC
$211.5M
0.8%
27,285,730 +6,235,651 +29.6% Added
ORCL ORACLE CORP
$201.5M
0.8%
2,435,895 +4,345 +0.2% Added
GS GOLDMAN SACHS GROUP INC
$190.9M
0.7%
578,362 −51,986 −8.2% Reduced
SHEL SHELL PLC-ADR
$181.2M
0.7%
3,298,328 +3,298,328 New
OLN OLIN CORP
$178.0M
0.7%
3,404,652 +188,830 +5.9% Added
CNO CNO FINANCIAL GROUP INC
$176.6M
0.7%
7,040,430 +406,416 +6.1% Added
PFE PFIZER INC
$175.9M
0.7%
3,397,428 −1,595,690 −32.0% Reduced
CAH CARDINAL HEALTH INC
$168.6M
0.6%
2,973,379 −10,982 −0.4% Reduced
JELD JELD-WEN HOLDING INC
$160.2M
0.6%
7,900,293 +503,453 +6.8% Added
FLEX FLEX LTD
$150.6M
0.6%
8,120,792 −111,123 −1.3% Reduced
TXT TEXTRON INC
$148.4M
0.6%
1,994,801 −1,599,121 −44.5% Reduced
SWK STANLEY BLACK & DECKER INC
$141.4M
0.5%
1,011,410 Held
BKNG BOOKING HOLDINGS INC
$132.9M
0.5%
56,607 +6,816 +13.7% Added
WED WEBSTER FINANCIAL CORP
$130.7M
0.5%
2,329,026 +61,339 +2.7% Added
AMGN AMGEN INC
$128.7M
0.5%
532,210 −2,660 −0.5% Reduced
UBS UBS GROUP AG-REG
$128.2M
0.5%
6,562,217 −44,269 −0.7% Reduced
JNJ JOHNSON & JOHNSON
$127.0M
0.5%
716,695 −164,709 −18.7% Reduced
TEX TEREX CORP
$120.9M
0.5%
3,390,746 +155,667 +4.8% Added
CI THE CIGNA GROUP
$105.1M
0.4%
438,788 −86 −0.0% Reduced
BDC BELDEN INC
$103.4M
0.4%
1,867,145 +183,829 +10.9% Added
BIDU BAIDU INC - SPON ADR
$100.5M
0.4%
759,705 −14,780 −1.9% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$95.3M
0.4%
1,074,660 +70,878 +7.1% Added
GJB STEELCASE INC-CL A
$94.9M
0.4%
7,938,793 +928,566 +13.2% Added
ELV ELEVANCE HEALTH INC
$93.7M
0.4%
190,746 +260 +0.1% Added
EPAC ENERPAC TOOL GROUP CORP
$87.4M
0.3%
3,990,912 +48,963 +1.2% Added
CLSEUR CELESTICA INC
$86.1M
0.3%
7,228,795 −364,529 −4.8% Reduced
ASB ASSOCIATED BANC-CORP
$86.0M
0.3%
3,778,402 +280,264 +8.0% Added
DAN DANA INC
$85.5M
0.3%
4,865,525 +1,516,687 +45.3% Added
GD GENERAL DYNAMICS CORP
$83.3M
0.3%
345,373 +54 +0.0% Added
R RYDER SYSTEM INC
$83.1M
0.3%
1,048,052 −63,382 −5.7% Reduced
RF REGIONS FINANCIAL CORP
$80.0M
0.3%
3,593,698 −36,228 −1.0% Reduced
AXTA AXALTA COATING SYSTEMS LTD
$78.6M
0.3%
3,198,398 +3,198,398 New
ONB OLD NATIONAL BANCORP
$72.9M
0.3%
4,450,553 +4,450,553 New
MS MORGAN STANLEY
$72.8M
0.3%
832,994 −186,002 −18.3% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$72.7M
0.3%
1,821,373 −244,451 −11.8% Reduced
GAP GAP INC
$68.1M
0.3%
4,834,805 +1,054,220 +27.9% Added
DRH DIAMONDROCK HOSPITALITY CO
$66.3M
0.3%
6,565,872 +1,174,806 +21.8% Added
KEY KEYCORP
$62.4M
0.2%
2,789,049 −34,900 −1.2% Reduced
IVZ INVESCO LTD
$61.8M
0.2%
2,678,478 −6,806 −0.3% Reduced
MTZ MASTEC INC
$61.7M
0.2%
708,903 +40,529 +6.1% Added
JNPR* JUNIPER NETWORKS INC
$60.4M
0.2%
1,625,824 −294,330 −15.3% Reduced
37M MRC GLOBAL INC
$59.7M
0.2%
5,013,481 +494,674 +10.9% Added
OEC ORION SA
$59.3M
0.2%
3,711,709 +315,943 +9.3% Added
FITB FIFTH THIRD BANCORP
$59.2M
0.2%
1,375,478 −134,644 −8.9% Reduced
USNA USANA HEALTH SCIENCES INC
$58.3M
0.2%
733,939 +288,307 +64.7% Added
SCSC SCANSOURCE INC
$58.2M
0.2%
1,673,517 +81,055 +5.1% Added
SMCIUSD SUPER MICRO COMPUTER INC
$58.2M
0.2%
1,527,648 +118,958 +8.4% Added
PKX POSCO HOLDINGS INC -SPON ADR
$56.5M
0.2%
952,698 +1,484 +0.2% Added
TRS TRIMAS CORP
$55.3M
0.2%
1,724,771 +992 +0.1% Added
AGIIGBP ARGO GROUP INTERNATIONAL
$54.9M
0.2%
1,328,981 +402,437 +43.4% Added
HOPE HOPE BANCORP INC
$54.6M
0.2%
3,394,254 −153,810 −4.3% Reduced
UMPQUSD UMPQUA HOLDINGS CORP
$54.1M
0.2%
2,868,670 +182,851 +6.8% Added
1RG REV GROUP INC
$54.0M
0.2%
4,028,592 +412,594 +11.4% Added
UVV UNIVERSAL CORP/VA
$51.7M
0.2%
890,281 +6,796 +0.8% Added
TBI TRUEBLUE INC
$51.3M
0.2%
1,774,957 +5,818 +0.3% Added
RGA REINSURANCE GROUP OF AMERICA
$50.5M
0.2%
461,425 −3,054 −0.7% Reduced
HBAN HUNTINGTON BANCSHARES INC
$49.3M
0.2%
3,371,011 +25,097 +0.8% Added
MOG/A MOOG INC-CLASS A
$49.1M
0.2%
558,895 +3,930 +0.7% Added
UVSP UNIVEST FINANCIAL CORP
$46.3M
0.2%
1,731,120 +9,522 +0.6% Added
HSIC HENRY SCHEIN INC
$44.4M
0.2%
508,877 +508,877 New
AMERICAN WOODMARK CORPORATION
$41.8M
0.2%
854,538 +118,342 +16.1% Added
2676403D NEXTIER OILFIELD SOLUTIONS I
$37.6M
0.1%
4,074,296 −4,216,373 −50.9% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$36.2M
0.1%
347,311 +2,995 +0.9% Added
CVE CENOVUS ENERGY INC
$36.1M
0.1%
2,162,031 −8,087,243 −78.9% Reduced
IBN ICICI BANK LTD-SPON ADR
$35.4M
0.1%
1,867,085 −72,273 −3.7% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$35.0M
0.1%
987,919 Held
WSFS WSFS FINANCIAL CORP
$34.5M
0.1%
740,256 +35,764 +5.1% Added
MPAA MOTORCAR PARTS OF AMERICA IN
$33.4M
0.1%
1,875,779 +78,616 +4.4% Added
MUR MURPHY OIL CORP
$33.2M
0.1%
821,727 −1,229,002 −59.9% Reduced
CSCO CISCO SYSTEMS INC
$32.0M
0.1%
573,896 +3,843 +0.7% Added
PAHC PHIBRO ANIMAL HEALTH CORP-A
$31.5M
0.1%
1,580,812 +173,137 +12.3% Added
THNPY TECHNIP ENERGIES ADR - SPON
$30.6M
0.1%
2,529,109 −347,381 −12.1% Reduced
ABEV AMBEV SA-ADR
$30.4M
0.1%
9,402,393 Held
VREX VAREX IMAGING CORP
$28.0M
0.1%
1,315,804 +116,547 +9.7% Added
ARW ARROW ELECTRONICS INC
$27.7M
0.1%
233,538 Held
HOFT HOOKER FURNISHINGS CORP
$26.7M
0.1%
1,411,338 +94,854 +7.2% Added
GL GLOBE LIFE INC
$24.3M
0.1%
241,660 Held
SHG SHINHAN FINANCIAL GROUP-ADR
$24.2M
0.1%
722,806 +6,720 +0.9% Added
MSM MSC INDUSTRIAL DIRECT CO-A
$22.3M
0.1%
261,531 Held
ETR ENTERGY CORP
$22.3M
0.1%
190,579 Held
G GENPACT LTD
$22.0M
0.1%
505,149 Held
CBRE CBRE GROUP INC - A
$19.9M
0.1%
217,978 +71,489 +48.8% Added
VNO VORNADO REALTY TRUST
$15.5M
0.1%
342,964 +21,980 +6.8% Added
F FORD MOTOR CO
$11.8M
0.0%
699,131 −117,328 −14.4% Reduced
VZ VERIZON COMMUNICATIONS INC
$11.6M
0.0%
228,604 +1,491 +0.7% Added
SNA SNAP-ON INC
$11.6M
0.0%
56,208 Held
CIG CIA ENERGETICA DE-SPON ADR
$5.2M
0.0%
1,626,765 −12,600 −0.8% Reduced
HNHAY HON HAI PRECISIO-SP GDR 144A
$4.4M
0.0%
596,073 +42,000 +7.6% Added
SSNHZ SAMSUNG ELECTR-GDR REG S
$3.9M
0.0%
2,730 Held
BABA ALIBABA GROUP HOLDING-SP ADR
$3.4M
0.0%
31,401 +548 +1.8% Added
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$3.4M
0.0%
305,265 −125,100 −29.1% Reduced
SSL SASOL LTD-SPONSORED ADR
$3.3M
0.0%
134,619 −18,424 −12.0% Reduced
GXYYY GALAXY ENTERTAINMEN-UNSP ADR
$3.0M
0.0%
105,059 +1,400 +1.4% Added
WLMIY WILMAR INTERNATIONAL-UNS ADR
$3.0M
0.0%
86,574 +30 +0.0% Added
SCBFY STANDARD CHARTERED- UNSP ADR
$3.0M
0.0%
216,586 Held
CEZ AS UNSPON ADR
$2.5M
0.0%
119,289 −37,110 −23.7% Reduced
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR
$2.4M
0.0%
180,465 Held
OTPIY OTP BANK NYRT-144A GDR
$2.4M
0.0%
131,286 +73,000 +125.2% Added
LNVGY LENOVO GROUP LTD-ADR
$2.3M
0.0%
107,424 Held
30294GBX HYUNDAI MOTOR-GDR
$2.0M
0.0%
26,847 Held
ITUB ITAU UNIBANCO H-SPON PRF ADR
$1.9M
0.0%
335,597 +111,168 +49.5% Added
CICHY CHINA CONSTRUCT-UNSPON ADR
$1.8M
0.0%
123,360 Held
KB KB FINANCIAL GROUP INC-ADR
$1.6M
0.0%
33,522 Held
VTKLY VTECH HOLDINGS LTD-UNSP ADR
$1.0M
0.0%
139,730 Held
TSCDY TESCO PLC-SPONSORED ADR
$952K
0.0%
87,376 +87,376 New
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$949K
0.0%
25,144 Held
RNRTY REUNERT LTD-UNSPONSORED ADR
$788K
0.0%
127,975 Held
VWAPY VOLKSWAGEN AG-UNSP ADR PREF
$732K
0.0%
42,703 +42,703 New
SMFG SUMITOMO MITSUI-SPONS ADR
$681K
0.0%
108,562 Held
META META PLATFORMS INC-CLASS A
$646K
0.0%
2,903 +1,565 +117.0% Added
REGN REGENERON PHARMACEUTICALS
$645K
0.0%
924 +20 +2.2% Added
HALO HALOZYME THERAPEUTICS INC
$628K
0.0%
15,738 +15,738 New
ITRN ITURAN LOCATION AND CONTROL
$626K
0.0%
27,215 +2,209 +8.8% Added
NOK NOKIA CORP-SPON ADR
$611K
0.0%
111,936 +17,670 +18.7% Added
INTC INTEL CORP
$527K
0.0%
10,632 +2,704 +34.1% Added
QRVO QORVO INC
$527K
0.0%
4,245 +2,657 +167.3% Added
BIIB BIOGEN INC
$502K
0.0%
2,384 +2,384 New
UTHR UNITED THERAPEUTICS CORP
$497K
0.0%
2,768 +181 +7.0% Added
EXPD EXPEDITORS INTL WASH INC
$490K
0.0%
4,746 +3,050 +179.8% Added
WSM WILLIAMS-SONOMA INC
$482K
0.0%
3,327 +3,327 New
COR CENCORA INC
$476K
0.0%
3,079 −1,554 −33.5% Reduced
LRCXEUR LAM RESEARCH CORP
$473K
0.0%
879 +212 +31.8% Added
EXEL EXELIXIS INC
$469K
0.0%
20,669 +20,669 New
IPGP IPG PHOTONICS CORP
$460K
0.0%
4,192 +4,192 New
PLTK PLAYTIKA HOLDING CORP
$441K
0.0%
22,824 +22,824 New
BCS BARCLAYS PLC-SPONS ADR
$437K
0.0%
55,321 Held
SWKS SKYWORKS SOLUTIONS INC
$428K
0.0%
3,209 +3,209 New
MRK MERCK & CO. INC.
$418K
0.0%
5,092 −1,793 −26.0% Reduced
YETI YETI HOLDINGS INC
$404K
0.0%
6,729 +6,729 New
DELL DELL TECHNOLOGIES -C
$382K
0.0%
7,618 Held
HUM HUMANA INC
$367K
0.0%
844 Held
MMS MAXIMUS INC
$349K
0.0%
4,657 +24 +0.5% Added
DHI DR HORTON INC
$297K
0.0%
3,981 +3,981 New
CHRW C.H. ROBINSON WORLDWIDE INC
$277K
0.0%
2,572 −1,816 −41.4% Reduced
DGX QUEST DIAGNOSTICS INC
$269K
0.0%
1,966 +1,966 New
LPLA LPL FINANCIAL HOLDINGS INC
$268K
0.0%
1,465 Held
HMC HONDA MOTOR CO LTD-SPONS ADR
$255K
0.0%
9,011 −1,500 −14.3% Reduced
CCL1EUR CARNIVAL CORP LTD
$239K
0.0%
11,837 +11,837 New
HPQ HP INC
$213K
0.0%
5,874 Held
SBNY SIGNATURE BANK
$202K
0.0%
689 Held
HNHPF HON HAI PRECISION-GDR REG S
$169K
0.0%
23,319 Held
SIRIEUR SIRIUS XM HOLDINGS INC
$137K
0.0%
20,715 +20,715 New
LUKOY LUKOIL PJSC-SPON ADR
$0
0.0%
45,362 −2,270 −4.8% Reduced

Sold positions

15 closed in Q1 2022 · shares & value as of prior filing
Holding Shares sold Prior value
RDS/A SHELL PLC-SPON ADR-A
4,009,803 $174.0M
FMBIUSD FIRST MIDWEST BANCORP INC/IL
3,688,549 $75.5M
GTS TRIPLE-S MANAGEMENT CORP
924,828 $33.0M
KBR KBR INC
340,972 $16.2M
VRTX VERTEX PHARMACEUTICALS INC
2,905 $638K
AIY ACTIVISION BLIZZARD INC
9,097 $605K
VMW* VMWARE INC-CLASS A
4,822 $559K
CHKP CHECK POINT SOFTWARE TECH
4,681 $546K
CTXSEUR CITRIX SYSTEMS INC
5,117 $484K
TMUS T-MOBILE US INC
3,983 $462K
DLTR DOLLAR TREE INC
2,849 $400K
EWT ISHARES MSCI TAIWAN ETF
4,800 $320K
DOV DOVER CORP
1,388 $252K
GILD GILEAD SCIENCES INC
3,404 $247K
AN AUTONATION INC
1,882 $220K

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.