whalepapers
Overview/ Pzena Investment Management LLC/ Q1 2023

Pzena Investment Management LLC

Richard Pzena · As of Q1 2023 · filed May 12, 2023

Q1 2023

Holdings

163 positions · Δ vs prior quarter
GE GENERAL ELECTRIC
$1.16B
5.0%
12,088,106 −1,114,816 −8.4% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$1.08B
4.6%
17,657,416 +299,737 +1.7% Added
EIX EDISON INTERNATIONAL
$987.8M
4.3%
13,994,142 +374,257 +2.7% Added
LEA LEAR CORP
$940.6M
4.1%
6,742,800 −122,732 −1.8% Reduced
DOW DOW INC
$816.9M
3.5%
14,901,209 +4,365,219 +41.4% Added
SSNC SS&C TECHNOLOGIES HOLDINGS
$789.6M
3.4%
13,982,655 +1,346,697 +10.7% Added
WAB WABTEC CORP
$781.5M
3.4%
7,733,474 −69,899 −0.9% Reduced
C CITIGROUP INC
$770.0M
3.3%
16,420,961 +267,712 +1.7% Added
WFC WELLS FARGO & CO
$693.9M
3.0%
18,563,726 +852,909 +4.8% Added
COF CAPITAL ONE FINANCIAL CORP
$672.4M
2.9%
6,993,002 +1,020,747 +17.1% Added
PVH PVH CORP
$644.2M
2.8%
7,224,974 −161,432 −2.2% Reduced
NWL NEWELL BRANDS INC
$632.0M
2.7%
50,805,079 +3,443,400 +7.3% Added
EQH EQUITABLE HOLDINGS INC
$596.2M
2.6%
23,480,192 +874,423 +3.9% Added
NOV NOV INC
$546.6M
2.4%
29,531,437 −37,476 −0.1% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$479.4M
2.1%
9,520,256 −260,688 −2.7% Reduced
DOX AMDOCS LTD
$458.7M
2.0%
4,776,144 −285,187 −5.6% Reduced
FMS FRESENIUS MEDICAL CARE-ADR
$425.7M
1.8%
20,025,078 −4,307,114 −17.7% Reduced
AVT AVNET INC
$413.6M
1.8%
9,149,810 −132,793 −1.4% Reduced
BKNG BOOKING HOLDINGS INC
$388.2M
1.7%
146,373 −9,030 −5.8% Reduced
GIL GILDAN ACTIVEWEAR INC
$369.8M
1.6%
11,143,399 −371,317 −3.2% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$312.7M
1.3%
4,511,785 +651,213 +16.9% Added
GEHC GE HEALTHCARE TECHNOLOGY
$297.4M
1.3%
3,625,855 +3,625,855 New
TCOM TRIP.COM GROUP LTD-ADR
$297.2M
1.3%
7,889,015 −1,788,667 −18.5% Reduced
SKAA SKECHERS USA INC-CL A
$294.4M
1.3%
6,196,158 −1,326,383 −17.6% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$279.6M
1.2%
5,128,709 −415,196 −7.5% Reduced
VOYA VOYA FINANCIAL INC
$279.6M
1.2%
3,912,778 −260,204 −6.2% Reduced
BAC BANK OF AMERICA CORP
$273.6M
1.2%
9,565,066 +493,439 +5.4% Added
MGA MAGNA INTERNATIONAL INC
$243.7M
1.1%
4,548,469 +451,684 +11.0% Added
MET METLIFE INC
$242.3M
1.0%
4,182,303 −79,642 −1.9% Reduced
JPM JPMORGAN CHASE & CO
$242.2M
1.0%
1,858,352 −56,433 −2.9% Reduced
TEL1USD TE CONNECTIVITY LTD
$240.0M
1.0%
1,829,636 +1,829,636 New
MCK MCKESSON CORP
$228.9M
1.0%
642,849 −330,689 −34.0% Reduced
HAL HALLIBURTON CO
$226.5M
1.0%
7,159,122 −734,763 −9.3% Reduced
CHTR CHARTER COMMUNICATIONS INC-A
$210.5M
0.9%
588,537 +588,537 New
HPE HEWLETT PACKARD ENTERPRISE
$208.4M
0.9%
13,083,343 −16,302,925 −55.5% Reduced
MHK MOHAWK INDUSTRIES INC
$203.3M
0.9%
2,028,127 +6,726 +0.3% Added
ORCL ORACLE CORP
$189.5M
0.8%
2,039,515 −4,214 −0.2% Reduced
GS GOLDMAN SACHS GROUP INC
$168.3M
0.7%
514,382 −30,040 −5.5% Reduced
CNO CNO FINANCIAL GROUP INC
$166.3M
0.7%
7,495,115 −132,502 −1.7% Reduced
CAH CARDINAL HEALTH INC
$159.5M
0.7%
2,113,042 −434,510 −17.1% Reduced
TEX TEREX CORP
$146.1M
0.6%
3,019,158 −1,086,069 −26.5% Reduced
CI THE CIGNA GROUP
$144.2M
0.6%
564,330 +133,214 +30.9% Added
SHEL SHELL PLC-ADR
$142.6M
0.6%
2,477,432 −272,631 −9.9% Reduced
OLN OLIN CORP
$139.0M
0.6%
2,503,674 −124,077 −4.7% Reduced
AXTA AXALTA COATING SYSTEMS LTD
$134.0M
0.6%
4,424,251 −222,588 −4.8% Reduced
AMGN AMGEN INC
$125.0M
0.5%
517,248 +7,622 +1.5% Added
PFE PFIZER INC
$111.9M
0.5%
2,741,849 −17,984 −0.7% Reduced
GAP GAP INC
$106.9M
0.5%
10,643,646 −213,950 −2.0% Reduced
JELD JELD-WEN HOLDING INC
$103.3M
0.4%
8,161,690 −523,121 −6.0% Reduced
BAP CREDICORP LTD
$103.1M
0.4%
778,484 +178,285 +29.7% Added
EXMOC EXXON MOBIL CORP
$99.3M
0.4%
905,095 +35 +0.0% Added
JNJ JOHNSON & JOHNSON
$98.3M
0.4%
634,294 +290 +0.0% Added
MDT MEDTRONIC PLC
$94.6M
0.4%
1,173,455 +1,173,455 New
OEC ORION SA
$93.1M
0.4%
3,569,412 −774,145 −17.8% Reduced
ELV ELEVANCE HEALTH INC
$88.2M
0.4%
191,863 +163 +0.1% Added
GJB STEELCASE INC-CL A
$84.8M
0.4%
10,070,911 −536,607 −5.1% Reduced
WED WEBSTER FINANCIAL CORP
$83.1M
0.4%
2,109,012 −87,047 −4.0% Reduced
UBS UBS GROUP AG-REG
$80.9M
0.3%
3,788,665 −568,332 −13.0% Reduced
GD GENERAL DYNAMICS CORP
$78.7M
0.3%
344,778 −721 −0.2% Reduced
DAN DANA INC
$75.7M
0.3%
5,032,608 −174,508 −3.4% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$75.7M
0.3%
834,224 +3,712 +0.4% Added
CLSEUR CELESTICA INC
$75.2M
0.3%
5,826,294 −362,250 −5.9% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$74.3M
0.3%
799,096 +44,088 +5.8% Added
FLEX FLEX LTD
$73.4M
0.3%
3,191,202 −1,864,145 −36.9% Reduced
BDC BELDEN INC
$72.4M
0.3%
834,678 −272,939 −24.6% Reduced
TRS TRIMAS CORP
$69.3M
0.3%
2,488,324 +553,910 +28.6% Added
MS MORGAN STANLEY
$66.2M
0.3%
754,456 −4,202 −0.6% Reduced
EPAC ENERPAC TOOL GROUP CORP
$63.0M
0.3%
2,471,978 −926,081 −27.3% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$62.3M
0.3%
941,517 −44,618 −4.5% Reduced
ONB OLD NATIONAL BANCORP
$56.9M
0.2%
3,946,230 −161,871 −3.9% Reduced
37M MRC GLOBAL INC
$56.8M
0.2%
5,845,400 +423,058 +7.8% Added
JNPR* JUNIPER NETWORKS INC
$55.9M
0.2%
1,624,538 Held
GMS1EUR GMS INC
$54.7M
0.2%
945,421 −64,007 −6.3% Reduced
ASB ASSOCIATED BANC-CORP
$53.5M
0.2%
2,977,850 −132,301 −4.3% Reduced
SCSC SCANSOURCE INC
$52.8M
0.2%
1,734,030 +192,775 +12.5% Added
ADNT ADIENT PLC
$52.0M
0.2%
1,268,375 −84,265 −6.2% Reduced
MTZ MASTEC INC
$51.9M
0.2%
549,578 −322,993 −37.0% Reduced
GL GLOBE LIFE INC
$51.7M
0.2%
469,793 +207,895 +79.4% Added
USNA USANA HEALTH SCIENCES INC
$51.5M
0.2%
818,384 +101,503 +14.2% Added
UVV UNIVERSAL CORP/VA
$50.7M
0.2%
958,033 +229,544 +31.5% Added
RGA REINSURANCE GROUP OF AMERICA
$50.6M
0.2%
380,897 −12,282 −3.1% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$49.9M
0.2%
6,142,401 −170,754 −2.7% Reduced
CBRE CBRE GROUP INC - A
$49.0M
0.2%
673,242 +250 +0.0% Added
AGIIGBP ARGO GROUP INTERNATIONAL
$48.4M
0.2%
1,651,321 −240,618 −12.7% Reduced
AMERICAN WOODMARK CORPORATION
$48.0M
0.2%
922,088 +83,890 +10.0% Added
TBI TRUEBLUE INC
$45.8M
0.2%
2,574,647 +368,815 +16.7% Added
ABEV AMBEV SA-ADR
$45.6M
0.2%
16,178,593 +4,781,566 +42.0% Added
FBIN FORTUNE BRANDS INNOVATIONS I
$45.5M
0.2%
774,787 −7,686 −1.0% Reduced
RF REGIONS FINANCIAL CORP
$44.5M
0.2%
2,397,970 −48,211 −2.0% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$44.4M
0.2%
1,217,042 +219,973 +22.1% Added
IVZ INVESCO LTD
$43.9M
0.2%
2,674,362 +36,288 +1.4% Added
1RG REV GROUP INC
$43.7M
0.2%
3,648,143 −184,882 −4.8% Reduced
FNF FIDELITY NATIONAL FINANCIAL
$41.6M
0.2%
1,190,941 +147,468 +14.1% Added
HSIC HENRY SCHEIN INC
$40.4M
0.2%
495,486 +3,021 +0.6% Added
COLB COLUMBIA BANKING SYSTEM INC
$40.3M
0.2%
1,880,363 +1,880,363 New
WSFS WSFS FINANCIAL CORP
$39.5M
0.2%
1,051,347 −46,869 −4.3% Reduced
MSM MSC INDUSTRIAL DIRECT CO-A
$38.4M
0.2%
457,650 −42 −0.0% Reduced
AYI ACUITY INC
$37.3M
0.2%
204,041 +204,041 New
BIDU BAIDU INC - SPON ADR
$37.2M
0.2%
246,571 −372,051 −60.1% Reduced
UVSP UNIVEST FINANCIAL CORP
$37.1M
0.2%
1,561,246 −80,216 −4.9% Reduced
FITB FIFTH THIRD BANCORP
$36.1M
0.2%
1,353,459 +14,071 +1.1% Added
PAHC PHIBRO ANIMAL HEALTH CORP-A
$33.2M
0.1%
2,165,200 +195,964 +10.0% Added
MOG/A MOOG INC-CLASS A
$31.4M
0.1%
311,180 −18,394 −5.6% Reduced
CSCO CISCO SYSTEMS INC
$30.6M
0.1%
584,777 −3,731 −0.6% Reduced
MBC MASTERBRAND INC
$30.3M
0.1%
3,766,727 +2,987,078 +383.1% Added
IBN ICICI BANK LTD-SPON ADR
$29.7M
0.1%
1,374,420 −3,777 −0.3% Reduced
ARW ARROW ELECTRONICS INC
$29.2M
0.1%
233,524 −23 −0.0% Reduced
HOFT HOOKER FURNISHINGS CORP
$28.0M
0.1%
1,539,649 −53,705 −3.4% Reduced
HOPE HOPE BANCORP INC
$24.3M
0.1%
2,472,618 −798,983 −24.4% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$24.0M
0.1%
889,229 +24,353 +2.8% Added
MDU MDU RESOURCES GROUP INC
$23.8M
0.1%
781,895 Held
G GENPACT LTD
$23.3M
0.1%
505,174 Held
KEY KEYCORP
$21.5M
0.1%
1,719,610 −1,587,772 −48.0% Reduced
VREX VAREX IMAGING CORP
$20.7M
0.1%
1,140,230 −49,836 −4.2% Reduced
KOP KOPPERS HOLDINGS INC
$20.2M
0.1%
577,311 +74,015 +14.7% Added
CMA COMERICA INC
$18.4M
0.1%
424,606 +424,606 New
REZI RESIDEO TECHNOLOGIES INC
$15.4M
0.1%
844,643 +844,643 New
SNA SNAP-ON INC
$13.9M
0.1%
56,187 Held
FTI TECHNIPFMC PLC
$13.8M
0.1%
1,011,773 −6,362,955 −86.3% Reduced
ETR ENTERGY CORP
$11.9M
0.1%
110,570 Held
MPAA MOTORCAR PARTS OF AMERICA IN
$11.1M
0.0%
1,491,816 −85,802 −5.4% Reduced
VZ VERIZON COMMUNICATIONS INC
$9.0M
0.0%
230,539 −1,996 −0.9% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$6.6M
0.0%
215,465 +215,465 New
BABA ALIBABA GROUP HOLDING-SP ADR
$4.5M
0.0%
43,734 −1,065 −2.4% Reduced
GXYYY GALAXY ENTERTAINMEN-UNSP ADR
$4.3M
0.0%
127,059 +2,200 +1.8% Added
CIG CIA ENERGETICA DE-SPON ADR
$4.0M
0.0%
1,778,611 +51,400 +3.0% Added
SCBFY STANDARD CHARTERED- UNSP ADR
$3.7M
0.0%
245,665 +3,546 +1.5% Added
PKX POSCO HOLDINGS INC -SPON ADR
$3.7M
0.0%
52,915 −20,668 −28.1% Reduced
SSL SASOL LTD-SPONSORED ADR
$3.4M
0.0%
249,326 +49,041 +24.5% Added
WLMIY WILMAR INTERNATIONAL-UNS ADR
$2.8M
0.0%
86,162 Held
VNO VORNADO REALTY TRUST
$2.3M
0.0%
150,811 −566,382 −79.0% Reduced
TSCDY TESCO PLC-SPONSORED ADR
$1.6M
0.0%
161,329 −1,935 −1.2% Reduced
PBR/A PETROLEO BRASIL-SP PREF ADR
$1.5M
0.0%
159,198 +159,198 New
ITUB ITAU UNIBANCO H-SPON PRF ADR
$1.4M
0.0%
290,626 −53,118 −15.5% Reduced
NOK NOKIA CORP-SPON ADR
$1.4M
0.0%
287,966 −4,984 −1.7% Reduced
KB KB FINANCIAL GROUP INC-ADR
$1.3M
0.0%
34,912 +1,390 +4.1% Added
MT ARCELORMITTAL-NY REGISTERED
$755K
0.0%
25,051 −840 −3.2% Reduced
BCS BARCLAYS PLC-SPONS ADR
$747K
0.0%
103,849 +7,261 +7.5% Added
ING ING GROEP N.V.-SPONSORED ADR
$689K
0.0%
58,060 −5,774 −9.0% Reduced
HSBC HSBC HOLDINGS PLC-SPONS ADR
$677K
0.0%
19,835 −1,827 −8.4% Reduced
VTKLY VTECH HOLDINGS LTD-UNSP ADR
$633K
0.0%
106,324 −33,406 −23.9% Reduced
ITRN ITURAN LOCATION AND CONTROL
$610K
0.0%
27,997 +1,372 +5.2% Added
EXEL EXELIXIS INC
$563K
0.0%
29,011 −21,636 −42.7% Reduced
INGR INGREDION INC
$514K
0.0%
5,053 −3,325 −39.7% Reduced
TMUS T-MOBILE US INC
$510K
0.0%
3,518 −2,367 −40.2% Reduced
CACI CACI INTERNATIONAL INC -CL A
$453K
0.0%
1,529 −968 −38.8% Reduced
TRV TRAVELERS COS INC
$450K
0.0%
2,626 −1,728 −39.7% Reduced
SEB SEABOARD CORP
$441K
0.0%
117 −25 −17.6% Reduced
LPLA LPL FINANCIAL HOLDINGS INC
$392K
0.0%
1,937 −1,497 −43.6% Reduced
UTHR UNITED THERAPEUTICS CORP
$382K
0.0%
1,705 +1,705 New
CMCSA COMCAST CORP-CLASS A
$369K
0.0%
9,736 −6,028 −38.2% Reduced
BGUSD BUNGE LTD
$353K
0.0%
3,699 −2,075 −35.9% Reduced
HALO HALOZYME THERAPEUTICS INC
$352K
0.0%
9,216 −5,291 −36.5% Reduced
NWG NATWEST GROUP PLC -SPON ADR
$334K
0.0%
50,613 −7,818 −13.4% Reduced
QRVO QORVO INC
$308K
0.0%
3,032 −2,719 −47.3% Reduced
GILD GILEAD SCIENCES INC
$298K
0.0%
3,594 +3,594 New
DOCU DOCUSIGN INC
$274K
0.0%
4,697 +4,697 New
LABORATORY CORPORATION OF AMERICA HOLDINGS
$266K
0.0%
1,160 −619 −34.8% Reduced
INTC INTEL CORP
$240K
0.0%
7,359 −7,119 −49.2% Reduced
HUM HUMANA INC
$231K
0.0%
476 +476 New
SMFG SUMITOMO MITSUI-SPONS ADR
$189K
0.0%
23,654 −3,500 −12.9% Reduced
SIRIEUR SIRIUS XM HOLDINGS INC
$153K
0.0%
38,664 −15,377 −28.5% Reduced
VOD VODAFONE GROUP PLC-SP ADR
$137K
0.0%
12,387 −669 −5.1% Reduced

Sold positions

31 closed in Q1 2023 · shares & value as of prior filing
Holding Shares sold Prior value
NRG NRG ENERGY INC
8,352,024 $265.8M
UMPQUSD UMPQUA HOLDINGS CORP
3,298,180 $58.9M
TXT TEXTRON INC
538,918 $38.2M
IPG INTERPUBLIC GROUP OF COS INC
1,109,575 $37.0M
THNPY TECHNIP ENERGIES ADR - SPON
1,230,659 $19.2M
SSNHZ SAMSUNG ELECTR-GDR REG S
4,398 $4.8M
HNHAY HON HAI PRECISIO-SP GDR 144A
596,073 $3.9M
PCFBY PACIFIC BASIN SHIP-UNSP ADR
497,315 $3.3M
LNVGY LENOVO GROUP LTD-ADR
107,054 $1.7M
CICHY CHINA CONSTRUCT-UNSPON ADR
123,360 $1.5M
VWAPY VOLKSWAGEN AG-UNSP ADR PREF
84,525 $1.0M
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR
180,465 $917K
LSTR LANDSTAR SYSTEM INC
4,665 $760K
META META PLATFORMS INC-CLASS A
6,268 $754K
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
24,640 $707K
PPLI PEOPLE INC
11,207 $498K
ICLR ICON PLC
2,077 $403K
IPGP IPG PHOTONICS CORP
3,825 $362K
MKL MARKEL GROUP INC
225 $296K
NVR NVR INC
63 $291K
SWKS SKYWORKS SOLUTIONS INC
2,980 $272K
EBAY EBAY INC
6,207 $257K
OMC OMNICOM GROUP
2,804 $229K
BKR BAKER HUGHES CO
7,613 $225K
HLI HOULIHAN LOKEY INC
2,561 $223K
DELL DELL TECHNOLOGIES -C
4,979 $200K
F FORD MOTOR CO
14,961 $174K
DVA DAVITA INC
2,298 $172K
HMC HONDA MOTOR CO LTD-SPONS ADR
6,511 $149K
CREDIT SUISSE GROUP AG SPON ADR
37,862 $115K
LUKOY LUKOIL PJSC-SPON ADR
45,362 $454

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.