whalepapers
Overview/ Pzena Investment Management LLC/ Q1 2024

Pzena Investment Management LLC

Richard Pzena · As of Q1 2024 · filed May 3, 2024

Q1 2024

Holdings

159 positions · Δ vs prior quarter
MGA MAGNA INTERNATIONAL INC
$1.33B
4.6%
18,043,349 +5,166,536 +40.1% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$1.22B
4.2%
16,666,771 −698,427 −4.0% Reduced
COF CAPITAL ONE FINANCIAL CORP
$1.09B
3.7%
7,297,565 −453,478 −5.9% Reduced
DOW DOW INC
$1.07B
3.7%
18,518,299 −42,057 −0.2% Reduced
BAX BAXTER INTERNATIONAL INC
$1.04B
3.6%
24,405,420 +135,250 +0.6% Added
C CITIGROUP INC
$1.03B
3.5%
16,322,516 −528,120 −3.1% Reduced
WFC WELLS FARGO & CO
$992.8M
3.4%
17,129,130 −842,589 −4.7% Reduced
EQH EQUITABLE HOLDINGS INC
$962.4M
3.3%
25,320,633 −1,247,430 −4.7% Reduced
EIX EDISON INTERNATIONAL
$962.3M
3.3%
13,605,080 +305,459 +2.3% Added
SSNC SS&C TECHNOLOGIES HOLDINGS
$934.6M
3.2%
14,519,103 +46,211 +0.3% Added
LEA LEAR CORP
$904.3M
3.1%
6,241,781 −12,076 −0.2% Reduced
CHTR CHARTER COMMUNICATIONS INC-A
$827.8M
2.8%
2,848,459 +1,399,034 +96.5% Added
UBS UBS GROUP AG-REG
$823.1M
2.8%
29,670,539 −474,574 −1.6% Reduced
BAC BANK OF AMERICA CORP
$814.0M
2.8%
21,465,791 +954,885 +4.7% Added
PVH PVH CORP
$750.8M
2.6%
5,339,437 −1,006,231 −15.9% Reduced
MET METLIFE INC
$743.3M
2.6%
10,029,230 −83,372 −0.8% Reduced
NOV NOV INC
$684.6M
2.4%
35,072,648 +3,946,504 +12.7% Added
MDT MEDTRONIC PLC
$668.4M
2.3%
7,669,192 +168,630 +2.2% Added
BMY BRISTOL-MYERS SQUIBB CO
$666.7M
2.3%
12,293,913 +6,701,097 +119.8% Added
TSN TYSON FOODS INC-CL A
$619.6M
2.1%
10,550,056 +4,662,332 +79.2% Added
CVS CVS HEALTH CORP
$442.9M
1.5%
5,553,457 +4,729,207 +573.8% Added
NWL NEWELL BRANDS INC
$431.9M
1.5%
53,791,092 −305,676 −0.6% Reduced
AVT AVNET INC
$426.1M
1.5%
8,594,535 −38,282 −0.4% Reduced
TEL1USD TE CONNECTIVITY LTD
$406.5M
1.4%
2,798,532 +238,370 +9.3% Added
DOX AMDOCS LTD
$384.5M
1.3%
4,254,777 +15,264 +0.4% Added
SWKS SKYWORKS SOLUTIONS INC
$371.4M
1.3%
3,429,148 +740,048 +27.5% Added
FMS FRESENIUS MEDICAL CARE-ADR
$313.7M
1.1%
16,271,972 +4,480 +0.0% Added
DG DOLLAR GENERAL CORP
$301.7M
1.0%
1,933,475 +1,933,475 New
GPN GLOBAL PAYMENTS INC
$291.8M
1.0%
2,183,075 −9,152 −0.4% Reduced
VOYA VOYA FINANCIAL INC
$279.5M
1.0%
3,780,540 −478 −0.0% Reduced
WAB WABTEC CORP
$269.6M
0.9%
1,850,334 −2,700,906 −59.3% Reduced
JPM JPMORGAN CHASE & CO
$263.3M
0.9%
1,314,755 −453,519 −25.6% Reduced
SHEL SHELL PLC-ADR
$261.0M
0.9%
3,893,439 −4,652 −0.1% Reduced
NOK NOKIA CORP-SPON ADR
$238.9M
0.8%
67,489,193 +15,175,751 +29.0% Added
PFE PFIZER INC
$212.9M
0.7%
7,670,445 +4,947,000 +181.6% Added
GS GOLDMAN SACHS GROUP INC
$197.0M
0.7%
471,640 −1,209 −0.3% Reduced
CI THE CIGNA GROUP
$196.6M
0.7%
541,408 −2,918 −0.5% Reduced
MHK MOHAWK INDUSTRIES INC
$191.4M
0.7%
1,462,593 −46,971 −3.1% Reduced
CNO CNO FINANCIAL GROUP INC
$179.6M
0.6%
6,536,980 −445,704 −6.4% Reduced
GIL GILDAN ACTIVEWEAR INC
$176.1M
0.6%
4,743,931 −4,858,215 −50.6% Reduced
OLN OLIN CORP
$169.2M
0.6%
2,878,218 −24,467 −0.8% Reduced
BAP CREDICORP LTD
$158.2M
0.5%
933,764 +35,167 +3.9% Added
JELD JELD-WEN HOLDING INC
$156.7M
0.5%
7,381,799 +34,604 +0.5% Added
AIG AMERICAN INTERNATIONAL GROUP
$132.5M
0.5%
1,694,874 −8,808 −0.5% Reduced
DIS WALT DISNEY CO
$128.0M
0.4%
1,046,343 −706,557 −40.3% Reduced
HUM HUMANA INC
$125.8M
0.4%
362,972 +361,993 +36975.8% Added
ZTO ZTO EXPRESS CAYMAN INC-ADR
$123.3M
0.4%
5,889,745 +4,794,773 +437.9% Added
GAP GAP INC
$121.1M
0.4%
4,394,196 −1,183,142 −21.2% Reduced
LDOS LEIDOS HOLDINGS INC
$119.0M
0.4%
907,485 −237,635 −20.8% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$117.1M
0.4%
1,315,483 +234,784 +21.7% Added
AXS AXIS CAPITAL HOLDINGS LTD
$116.4M
0.4%
1,790,876 −86,014 −4.6% Reduced
AXTA AXALTA COATING SYSTEMS LTD
$109.7M
0.4%
3,191,194 −211,801 −6.2% Reduced
AAP ADVANCE AUTO PARTS INC
$106.6M
0.4%
1,252,733 −46,431 −3.6% Reduced
ELV ELEVANCE HEALTH INC
$100.2M
0.3%
193,219 −331 −0.2% Reduced
WED WEBSTER FINANCIAL CORP
$94.3M
0.3%
1,856,880 −141,490 −7.1% Reduced
37M MRC GLOBAL INC
$92.5M
0.3%
7,360,439 +358,580 +5.1% Added
GJB STEELCASE INC-CL A
$92.3M
0.3%
7,059,651 −783,594 −10.0% Reduced
REZI RESIDEO TECHNOLOGIES INC
$91.3M
0.3%
4,073,568 −451,590 −10.0% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$87.0M
0.3%
9,051,357 −386,825 −4.1% Reduced
UHS UNIVERSAL HEALTH SERVICES-B
$83.2M
0.3%
455,773 +132,942 +41.2% Added
BDC BELDEN INC
$79.1M
0.3%
854,556 −60,368 −6.6% Reduced
GD GENERAL DYNAMICS CORP
$76.4M
0.3%
270,352 −74,426 −21.6% Reduced
HSIC HENRY SCHEIN INC
$74.7M
0.3%
989,671 +180,113 +22.2% Added
CAH CARDINAL HEALTH INC
$74.0M
0.3%
661,064 −499,565 −43.0% Reduced
KFY KORN FERRY
$73.6M
0.3%
1,118,694 +220,564 +24.6% Added
MS MORGAN STANLEY
$70.8M
0.2%
751,834 +2,043 +0.3% Added
EXMOC EXXON MOBIL CORP
$69.3M
0.2%
596,285 −695 −0.1% Reduced
OEC ORION SA
$67.5M
0.2%
2,868,493 −172,158 −5.7% Reduced
CNXC CONCENTRIX CORP
$67.1M
0.2%
1,013,208 +720,616 +246.3% Added
CHRW C.H. ROBINSON WORLDWIDE INC
$66.5M
0.2%
873,048 +873,048 New
SCSC SCANSOURCE INC
$66.4M
0.2%
1,506,913 −386,238 −20.4% Reduced
CBRE CBRE GROUP INC - A
$65.3M
0.2%
671,431 −811 −0.1% Reduced
ADNT ADIENT PLC
$65.1M
0.2%
1,978,961 +161,579 +8.9% Added
TCOM TRIP.COM GROUP LTD-ADR
$64.5M
0.2%
1,468,689 −1,243,121 −45.8% Reduced
TRS TRIMAS CORP
$64.0M
0.2%
2,393,520 −159,247 −6.2% Reduced
HAL HALLIBURTON CO
$61.2M
0.2%
1,552,445 −560,621 −26.5% Reduced
FNF FIDELITY NATIONAL FINANCIAL
$57.1M
0.2%
1,075,751 −839 −0.1% Reduced
ONB OLD NATIONAL BANCORP
$56.6M
0.2%
3,248,402 −325,463 −9.1% Reduced
ASB ASSOCIATED BANC-CORP
$55.8M
0.2%
2,592,922 −233,864 −8.3% Reduced
UVV UNIVERSAL CORP/VA
$55.3M
0.2%
1,069,964 −17,098 −1.6% Reduced
AMERICAN WOODMARK CORPORATIO
$54.9M
0.2%
539,856 −78,586 −12.7% Reduced
MBC MASTERBRAND INC
$54.4M
0.2%
2,900,671 −493,615 −14.5% Reduced
TILE INTERFACE INC
$53.7M
0.2%
3,194,086 −296,238 −8.5% Reduced
MCK MCKESSON CORP
$52.6M
0.2%
97,964 −199 −0.2% Reduced
CSCO CISCO SYSTEMS INC
$51.8M
0.2%
1,038,547 +454,988 +78.0% Added
FITB FIFTH THIRD BANCORP
$50.1M
0.2%
1,346,018 −146 −0.0% Reduced
COLB COLUMBIA BANKING SYSTEM INC
$47.5M
0.2%
2,456,438 +563,674 +29.8% Added
CRBG COREBRIDGE FINANCIAL INC
$45.7M
0.2%
1,589,446 −652 −0.0% Reduced
MSM MSC INDUSTRIAL DIRECT CO-A
$44.8M
0.2%
461,901 −65 −0.0% Reduced
GL GLOBE LIFE INC
$44.0M
0.2%
377,744 −101,006 −21.1% Reduced
DAN DANA INC
$43.6M
0.1%
3,436,590 −230,658 −6.3% Reduced
WSFS WSFS FINANCIAL CORP
$42.1M
0.1%
932,721 −70,726 −7.0% Reduced
GMS1EUR GMS INC
$40.9M
0.1%
419,665 −246,496 −37.0% Reduced
RHI ROBERT HALF INC
$40.2M
0.1%
507,371 +206,885 +68.9% Added
RF REGIONS FINANCIAL CORP
$40.0M
0.1%
1,899,232 Held
USNA USANA HEALTH SCIENCES INC
$38.1M
0.1%
785,344 +23,729 +3.1% Added
TBI TRUEBLUE INC
$37.5M
0.1%
2,995,474 −96,863 −3.1% Reduced
JNJ JOHNSON & JOHNSON
$36.4M
0.1%
230,253 −407,409 −63.9% Reduced
ABEV AMBEV SA-ADR
$35.2M
0.1%
14,205,334 −22,108 −0.2% Reduced
VREX VAREX IMAGING CORP
$32.9M
0.1%
1,815,759 +739,224 +68.7% Added
BIDU BAIDU INC - SPON ADR
$31.5M
0.1%
298,781 +54,490 +22.3% Added
HOFT HOOKER FURNISHINGS CORP
$31.1M
0.1%
1,293,874 −132,165 −9.3% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$30.9M
0.1%
771,557 −43,756 −5.4% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$30.0M
0.1%
846,316 −13,811 −1.6% Reduced
RGA REINSURANCE GROUP OF AMERICA
$28.8M
0.1%
149,387 −158,594 −51.5% Reduced
ARW ARROW ELECTRONICS INC
$28.6M
0.1%
221,245 −15,726 −6.6% Reduced
FBIN FORTUNE BRANDS INNOVATIONS I
$28.4M
0.1%
335,729 −6 −0.0% Reduced
1RG REV GROUP INC
$27.7M
0.1%
1,252,165 −1,258,716 −50.1% Reduced
KEY KEYCORP
$27.6M
0.1%
1,745,986 −18,433 −1.0% Reduced
UVSP UNIVEST FINANCIAL CORP
$27.5M
0.1%
1,318,891 −140,030 −9.6% Reduced
BFH BREAD FINANCIAL HOLDINGS INC
$26.2M
0.1%
704,743 −102,814 −12.7% Reduced
KOP KOPPERS HOLDINGS INC
$26.2M
0.1%
475,632 −56,941 −10.7% Reduced
PAHC PHIBRO ANIMAL HEALTH CORP-A
$25.4M
0.1%
1,968,167 −21,391 −1.1% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$24.7M
0.1%
188,173 −462,327 −71.1% Reduced
CMA COMERICA INC
$23.9M
0.1%
433,892 −105 −0.0% Reduced
GCO GENESCO INC
$20.9M
0.1%
744,176 −21,178 −2.8% Reduced
MDU MDU RESOURCES GROUP INC
$20.0M
0.1%
795,200 −135 −0.0% Reduced
MTZ MASTEC INC
$18.8M
0.1%
201,777 Held
IVZ INVESCO LTD
$18.5M
0.1%
1,114,451 −5,919 −0.5% Reduced
G GENPACT LTD
$16.6M
0.1%
505,310 Held
HDB HDFC BANK LTD-ADR
$15.9M
0.1%
284,060 +477 +0.2% Added
ETR ENTERGY CORP
$11.7M
0.0%
110,648 Held
TSM TAIWAN SEMICONDUCTOR-SP ADR
$10.3M
0.0%
76,068 −480,731 −86.3% Reduced
MMI MARCUS & MILLICHAP INC
$9.9M
0.0%
288,835 +10,529 +3.8% Added
IBN ICICI BANK LTD-SPON ADR
$9.6M
0.0%
365,168 Held
AYI ACUITY INC
$5.8M
0.0%
21,567 −403,974 −94.9% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$4.7M
0.0%
65,393 +2,467 +3.9% Added
SPARUSD SHYFT GROUP INC
$4.1M
0.0%
327,733 +327,733 New
CIG CIA ENERGETICA DE-SPON ADR
$3.0M
0.0%
1,217,996 +9,800 +0.8% Added
VALE VALE SA-SP ADR
$2.8M
0.0%
229,345 +96,850 +73.1% Added
SSL SASOL LTD-SPONSORED ADR
$2.8M
0.0%
352,561 +122,108 +53.0% Added
PBR/A PETROLEO BRASIL-SP PREF ADR
$2.5M
0.0%
168,134 +140 +0.1% Added
KB KB FINANCIAL GROUP INC-ADR
$2.0M
0.0%
38,941 +7,040 +22.1% Added
ITUB ITAU UNIBANCO H-SPON PRF ADR
$1.6M
0.0%
230,664 +941 +0.4% Added
BCS BARCLAYS PLC-SPONS ADR
$957K
0.0%
101,228 −558 −0.5% Reduced
ING ING GROEP N.V.-SPONSORED ADR
$877K
0.0%
53,170 −248 −0.5% Reduced
HSBC HSBC HOLDINGS PLC-SPONS ADR
$671K
0.0%
17,045 −90 −0.5% Reduced
MT ARCELORMITTAL-NY REGISTERED
$665K
0.0%
24,122 −40 −0.2% Reduced
ITRN ITURAN LOCATION AND CONTROL
$613K
0.0%
21,907 Held
GE GENERAL ELECTRIC
$549K
0.0%
3,127 −1,262,948 −99.8% Reduced
NWG NATWEST GROUP PLC -SPON ADR
$544K
0.0%
79,987 +9,555 +13.6% Added
ACGL ARCH CAPITAL GROUP LTD
$526K
0.0%
5,691 −280 −4.7% Reduced
UTHR UNITED THERAPEUTICS CORP
$482K
0.0%
2,097 +75 +3.7% Added
INTC INTEL CORP
$473K
0.0%
10,705 +10,705 New
EXEL EXELIXIS INC
$468K
0.0%
19,734 +755 +4.0% Added
TMUS T-MOBILE US INC
$467K
0.0%
2,859 −293 −9.3% Reduced
PHG KONINKLIJKE PHILIPS NVR- NY
$465K
0.0%
23,244 −11,942 −33.9% Reduced
GILD GILEAD SCIENCES INC
$456K
0.0%
6,230 +359 +6.1% Added
QRVO QORVO INC
$396K
0.0%
3,446 +1,174 +51.7% Added
DOCU DOCUSIGN INC
$332K
0.0%
5,573 +5,573 New
DELL DELL TECHNOLOGIES -C
$319K
0.0%
2,798 −1,062 −27.5% Reduced
KHC KRAFT HEINZ CO
$313K
0.0%
8,494 +8,494 New
LPLA LPL FINANCIAL HOLDINGS INC
$269K
0.0%
1,019 −168 −14.2% Reduced
SMFG SUMITOMO MITSUI-SPONS ADR
$268K
0.0%
22,739 −415 −1.8% Reduced
DLTR DOLLAR TREE INC
$260K
0.0%
1,949 +257 +15.2% Added
HLI HOULIHAN LOKEY INC
$243K
0.0%
1,899 +1,899 New
CMCSA COMCAST CORP-CLASS A
$223K
0.0%
5,135 −65 −1.3% Reduced
ALB ALBEMARLE CORP
$201K
0.0%
1,523 +1,523 New
VOD VODAFONE GROUP PLC-SP ADR
$110K
0.0%
12,398 +462 +3.9% Added

Sold positions

13 closed in Q1 2024 · shares & value as of prior filing
Holding Shares sold Prior value
JNPR* JUNIPER NETWORKS INC
1,232,131 $36.3M
SKAA SKECHERS USA INC-CL A
469,476 $29.3M
FLEX FLEX LTD
941,135 $28.7M
AELUSD AMERICAN EQUITY INVT LIFE HL
503,490 $28.1M
ORCL ORACLE CORP
115,138 $12.1M
NATURA &CO HLDG S A
233,434 $1.6M
ACWX ISHARES MSCI ACWI EX US ETF
19,209 $980K
DVA DAVITA INC
5,717 $599K
TRV TRAVELERS COS INC
2,406 $458K
INGR INGREDION INC
4,152 $451K
ULTA ULTA BEAUTY INC
884 $433K
JD JD.COM INC-ADR
14,965 $432K
MKL MARKEL GROUP INC
227 $322K

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.