whalepapers
Overview/ Pzena Investment Management LLC/ Q1 2025

Pzena Investment Management LLC

Richard Pzena · As of Q1 2025 · filed May 2, 2025

Q1 2025

Holdings

146 positions · Δ vs prior quarter
MGA MAGNA INTERNATIONAL INC
$1.39B
4.9%
28,451,047 +1,445,451 +5.4% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$1.31B
4.6%
17,075,072 −590,930 −3.3% Reduced
BAX BAXTER INTERNATIONAL INC
$1.26B
4.4%
36,772,566 +3,134,270 +9.3% Added
CVS CVS HEALTH CORP
$1.20B
4.2%
17,682,374 −1,928,205 −9.8% Reduced
DG DOLLAR GENERAL CORP
$1.12B
3.9%
12,770,542 +1,003,206 +8.5% Added
CHTR CHARTER COMMUNICATIONS INC-A
$1.03B
3.6%
2,783,467 −23,506 −0.8% Reduced
HUM HUMANA INC
$1.01B
3.5%
3,828,923 +219,541 +6.1% Added
COF CAPITAL ONE FINANCIAL CORP
$998.0M
3.5%
5,566,112 −601,604 −9.8% Reduced
C CITIGROUP INC
$946.4M
3.3%
13,332,140 −402,041 −2.9% Reduced
DOW DOW INC
$871.5M
3.0%
24,956,985 +6,164,022 +32.8% Added
SSNC SS&C TECHNOLOGIES HOLDINGS
$870.7M
3.0%
10,423,445 −1,135,562 −9.8% Reduced
TSN TYSON FOODS INC-CL A
$846.4M
3.0%
13,264,052 +1,271,750 +10.6% Added
BMY BRISTOL-MYERS SQUIBB CO
$820.9M
2.9%
13,458,826 +157,527 +1.2% Added
GPN GLOBAL PAYMENTS INC
$816.1M
2.8%
8,334,097 +35,251 +0.4% Added
UBS UBS GROUP AG-REG
$788.7M
2.8%
29,350,825 −239,498 −0.8% Reduced
MDT MEDTRONIC PLC
$753.6M
2.6%
8,386,222 +171,205 +2.1% Added
WFC WELLS FARGO & CO
$705.6M
2.5%
9,829,319 −3,994,923 −28.9% Reduced
MET METLIFE INC
$687.2M
2.4%
8,558,964 −244,707 −2.8% Reduced
LEA LEAR CORP
$676.2M
2.4%
7,664,800 −14,292 −0.2% Reduced
NOV NOV INC
$632.6M
2.2%
41,564,404 +106,011 +0.3% Added
DOX AMDOCS LTD
$587.3M
2.1%
6,418,602 −215,947 −3.3% Reduced
SWKS SKYWORKS SOLUTIONS INC
$501.7M
1.8%
7,762,896 +2,132,847 +37.9% Added
NOK NOKIA CORP-SPON ADR
$424.0M
1.5%
80,461,970 −3,381,005 −4.0% Reduced
PVH PVH CORP
$398.3M
1.4%
6,161,567 +807,301 +15.1% Added
FMS FRESENIUS MEDICAL CARE-ADR
$382.9M
1.3%
15,377,090 +94,065 +0.6% Added
TEL TE CONNECTIVITY PLC
$348.9M
1.2%
2,468,586 +27,082 +1.1% Added
AVT AVNET INC
$343.0M
1.2%
7,132,296 −136,899 −1.9% Reduced
EQH EQUITABLE HOLDINGS INC
$307.5M
1.1%
5,902,357 −2,288,971 −27.9% Reduced
NWL NEWELL BRANDS INC
$302.2M
1.1%
48,738,611 −271,814 −0.6% Reduced
BAC BANK OF AMERICA CORP
$265.1M
0.9%
6,352,945 −10,259,377 −61.8% Reduced
SHEL SHELL PLC-ADR
$263.2M
0.9%
3,592,218 +15,043 +0.4% Added
CRBG COREBRIDGE FINANCIAL INC
$254.2M
0.9%
8,050,602 +3,412,147 +73.6% Added
VOYA VOYA FINANCIAL INC
$243.9M
0.9%
3,599,164 +32,061 +0.9% Added
BAP CREDICORP LTD
$194.6M
0.7%
1,045,374 −35,205 −3.3% Reduced
DAL DELTA AIR LINES INC
$184.5M
0.6%
4,231,612 −700,658 −14.2% Reduced
PFE PFIZER INC
$178.9M
0.6%
7,058,981 +107,402 +1.5% Added
AAP ADVANCE AUTO PARTS INC
$169.1M
0.6%
4,312,508 +1,041,611 +31.8% Added
CI THE CIGNA GROUP
$157.1M
0.5%
477,460 −13,999 −2.8% Reduced
ZTO ZTO EXPRESS CAYMAN INC-ADR
$153.3M
0.5%
7,728,602 −131,683 −1.7% Reduced
KSPI JSC KASPI.KZ ADR
$133.1M
0.5%
1,432,981 +306,277 +27.2% Added
MHK MOHAWK INDUSTRIES INC
$127.4M
0.4%
1,115,944 +27,676 +2.5% Added
CNXC CONCENTRIX CORP
$127.2M
0.4%
2,286,864 −62,735 −2.7% Reduced
GL GLOBE LIFE INC
$123.9M
0.4%
940,880 −19,336 −2.0% Reduced
CSCO CISCO SYSTEMS INC
$112.9M
0.4%
1,829,420 −27,639 −1.5% Reduced
CNO CNO FINANCIAL GROUP INC
$106.8M
0.4%
2,564,793 −614,593 −19.3% Reduced
PPG PPG INDUSTRIES INC
$105.3M
0.4%
963,412 +963,412 New
SPB SPECTRUM BRANDS HOLDINGS INC
$95.5M
0.3%
1,334,033 +688 +0.1% Added
MS MORGAN STANLEY
$89.0M
0.3%
763,174 +14,190 +1.9% Added
OLN OLIN CORP
$88.8M
0.3%
3,662,539 −47,072 −1.3% Reduced
ELV ELEVANCE HEALTH INC
$87.4M
0.3%
200,980 +6,983 +3.6% Added
WED WEBSTER FINANCIAL CORP
$81.9M
0.3%
1,589,153 −11,775 −0.7% Reduced
HUN HUNTSMAN CORP
$76.7M
0.3%
4,859,007 +163,329 +3.5% Added
JPM JPMORGAN CHASE & CO
$76.6M
0.3%
312,233 −304,534 −49.4% Reduced
GD GENERAL DYNAMICS CORP
$75.9M
0.3%
278,528 +7,753 +2.9% Added
GS GOLDMAN SACHS GROUP INC
$74.7M
0.3%
136,653 +3,244 +2.4% Added
UHS UNIVERSAL HEALTH SERVICES-B
$73.6M
0.3%
391,837 −2,437 −0.6% Reduced
EXMOC EXXON MOBIL CORP
$73.2M
0.3%
615,423 +19,034 +3.2% Added
RHI ROBERT HALF INC
$71.9M
0.3%
1,318,708 +298,368 +29.2% Added
DRH DIAMONDROCK HOSPITALITY CO
$66.4M
0.2%
8,603,668 +2,877 +0.0% Added
HSIC HENRY SCHEIN INC
$66.1M
0.2%
965,733 −17,580 −1.8% Reduced
WAB WABTEC CORP
$62.4M
0.2%
344,136 +11,391 +3.4% Added
JELD JELD-WEN HOLDING INC
$61.6M
0.2%
10,311,305 −853,941 −7.6% Reduced
37M MRC GLOBAL INC
$61.4M
0.2%
5,350,419 −475,231 −8.2% Reduced
ONB OLD NATIONAL BANCORP
$60.9M
0.2%
2,875,181 −39,967 −1.4% Reduced
GJB STEELCASE INC-CL A
$58.8M
0.2%
5,364,920 −8,422 −0.2% Reduced
PLOW DOUGLAS DYNAMICS INC
$52.8M
0.2%
2,273,003 +593,962 +35.4% Added
CBRE CBRE GROUP INC - A
$52.8M
0.2%
403,622 +8,183 +2.1% Added
KFY KORN FERRY
$52.1M
0.2%
767,958 −233,757 −23.3% Reduced
UVV UNIVERSAL CORP/VA
$51.1M
0.2%
911,834 −3,546 −0.4% Reduced
ADNT ADIENT PLC
$50.2M
0.2%
3,901,573 +272,121 +7.5% Added
TRS TRIMAS CORP
$50.0M
0.2%
2,135,554 +14,942 +0.7% Added
AMERICAN WOODMARK CORPORATIO
$49.5M
0.2%
840,674 +351,157 +71.7% Added
MBUU MALIBU BOATS INC - A
$47.1M
0.2%
1,534,839 +11,486 +0.8% Added
REZI RESIDEO TECHNOLOGIES INC
$46.8M
0.2%
2,645,320 −26,871 −1.0% Reduced
VREX VAREX IMAGING CORP
$44.1M
0.2%
3,802,349 −11,556 −0.3% Reduced
OEC ORION SA
$43.0M
0.2%
3,328,902 +16,612 +0.5% Added
LKQ LKQ CORP
$42.8M
0.1%
1,005,888 +1,005,888 New
AIG AMERICAN INTERNATIONAL GROUP
$42.4M
0.1%
488,074 +12,254 +2.6% Added
RF REGIONS FINANCIAL CORP
$41.3M
0.1%
1,899,232 Held
WSFS WSFS FINANCIAL CORP
$40.9M
0.1%
787,809 −2,775 −0.4% Reduced
HELE HELEN OF TROY LTD
$40.5M
0.1%
756,227 +50,516 +7.2% Added
HAL HALLIBURTON CO
$40.4M
0.1%
1,591,130 +43,474 +2.8% Added
ASB ASSOCIATED BANC-CORP
$40.3M
0.1%
1,787,866 −10,941 −0.6% Reduced
ABM ABM INDUSTRIES INC
$40.2M
0.1%
849,458 −1,456 −0.2% Reduced
NVST ENVISTA HOLDINGS CORP
$39.6M
0.1%
2,294,257 +1,414,080 +160.7% Added
HCA HCA HEALTHCARE INC
$39.4M
0.1%
114,151 +114,151 New
JNJ JOHNSON & JOHNSON
$39.1M
0.1%
235,786 +6,806 +3.0% Added
HR HEALTHCARE REALTY TRUST INC
$37.6M
0.1%
2,225,789 Held
MBC MASTERBRAND INC
$37.3M
0.1%
2,859,484 +11,599 +0.4% Added
FITB FIFTH THIRD BANCORP
$37.3M
0.1%
950,851 −31,259 −3.2% Reduced
G GENPACT LTD
$36.9M
0.1%
732,142 −431,717 −37.1% Reduced
BFH BREAD FINANCIAL HOLDINGS INC
$36.5M
0.1%
728,204 +6,065 +0.8% Added
TGT TARGET CORP
$36.0M
0.1%
345,129 +345,129 New
MSM MSC INDUSTRIAL DIRECT CO-A
$35.9M
0.1%
461,931 Held
GPC GENUINE PARTS CO
$35.9M
0.1%
300,987 +300,987 New
WCC WESCO INTERNATIONAL INC
$35.5M
0.1%
228,819 Held
COLB COLUMBIA BANKING SYSTEM INC
$35.4M
0.1%
1,419,939 −9,115 −0.6% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$34.6M
0.1%
1,078,696 +4,645 +0.4% Added
KOP KOPPERS HOLDINGS INC
$34.2M
0.1%
1,221,328 +312,556 +34.4% Added
HDB HDFC BANK LTD-ADR
$34.1M
0.1%
512,881 +3,217 +0.6% Added
UVSP UNIVEST FINANCIAL CORP
$32.4M
0.1%
1,143,141 −5,976 −0.5% Reduced
ABEV AMBEV SA-ADR
$32.2M
0.1%
13,839,502 +3,887 +0.0% Added
SCSC SCANSOURCE INC
$32.0M
0.1%
942,068 +537,358 +132.8% Added
LDOS LEIDOS HOLDINGS INC
$31.3M
0.1%
231,703 +7,827 +3.5% Added
SYU1 SYNOVUS FINANCIAL CORP
$31.3M
0.1%
668,847 −13,265 −1.9% Reduced
USNA USANA HEALTH SCIENCES INC
$29.5M
0.1%
1,095,186 +8,110 +0.7% Added
CHRW C.H. ROBINSON WORLDWIDE INC
$27.5M
0.1%
268,195 −37,138 −12.2% Reduced
KEY KEYCORP
$26.3M
0.1%
1,645,095 −44,117 −2.6% Reduced
BIDU BAIDU INC - SPON ADR
$25.5M
0.1%
276,607 −43,180 −13.5% Reduced
CMA COMERICA INC
$25.0M
0.1%
422,573 −11,319 −2.6% Reduced
SPARUSD SHYFT GROUP INC
$25.0M
0.1%
3,084,431 +29,693 +1.0% Added
FMC FMC CORP
$23.7M
0.1%
560,962 −17,000 −2.9% Reduced
ARW ARROW ELECTRONICS INC
$23.0M
0.1%
221,239 Held
GCO GENESCO INC
$21.1M
0.1%
992,353 −55,320 −5.3% Reduced
MAN MANPOWERGROUP INC
$20.3M
0.1%
351,121 Held
DAN DANA INC
$20.0M
0.1%
1,503,526 −1,595,011 −51.5% Reduced
MMI MARCUS & MILLICHAP INC
$19.9M
0.1%
576,251 −126 −0.0% Reduced
HVT HAVERTY FURNITURE
$19.1M
0.1%
966,081 +3,979 +0.4% Added
PAHC PHIBRO ANIMAL HEALTH CORP-A
$15.5M
0.1%
723,830 −578,950 −44.4% Reduced
FNF FIDELITY NATIONAL FINANCIAL
$15.3M
0.1%
234,553 −29,423 −11.1% Reduced
TBI TRUEBLUE INC
$15.1M
0.1%
2,835,167 +46,539 +1.7% Added
HOFT HOOKER FURNISHINGS CORP
$13.3M
0.0%
1,329,111 −6,482 −0.5% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$7.0M
0.0%
53,070 −1,355 −2.5% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$6.9M
0.0%
41,521 −13,539 −24.6% Reduced
VALE VALE SA-SP ADR
$2.9M
0.0%
285,881 Held
CIG CIA ENERGETICA DE-SPON ADR
$2.8M
0.0%
1,583,394 Held
KB KB FINANCIAL GROUP INC-ADR
$2.7M
0.0%
50,351 +11,410 +29.3% Added
PBR/A PETROLEO BRASIL-SP PREF ADR
$2.5M
0.0%
192,762 Held
ITUB ITAU UNIBANCO H-SPON PRF ADR
$2.2M
0.0%
408,895 +37,170 +10.0% Added
HSBC HSBC HOLDINGS PLC-SPONS ADR
$1.0M
0.0%
17,777 −473 −2.6% Reduced
ING ING GROEP N.V.-SPONSORED ADR
$989K
0.0%
50,477 −4,063 −7.4% Reduced
MT ARCELORMITTAL-NY REGISTERED
$975K
0.0%
33,810 −2,236 −6.2% Reduced
BCS BARCLAYS PLC-SPONS ADR
$911K
0.0%
59,296 −26,930 −31.2% Reduced
IBN ICICI BANK LTD-SPON ADR
$616K
0.0%
19,541 −55,286 −73.9% Reduced
NWG NATWEST GROUP PLC -SPON ADR
$526K
0.0%
44,098 −9,484 −17.7% Reduced
PHG KONINKLIJKE PHILIPS NVR- NY
$399K
0.0%
15,711 +2,028 +14.8% Added
SMFG SUMITOMO MITSUI-SPONS ADR
$342K
0.0%
22,134 +2,515 +12.8% Added
SNY SANOFI-ADR
$299K
0.0%
5,385 +5,385 New
GILD GILEAD SCIENCES INC
$298K
0.0%
2,662 −561 −17.4% Reduced
INTC INTEL CORP
$280K
0.0%
12,326 +12,326 New
COR CENCORA INC
$273K
0.0%
980 −224 −18.6% Reduced
EBAY EBAY INC
$261K
0.0%
3,860 +3,860 New
DIS WALT DISNEY CO
$251K
0.0%
2,544 −3,962 −60.9% Reduced
DFSEUR DISCOVER FINANCIAL SERVICES
$249K
0.0%
1,459 +1,459 New
EQNR EQUINOR ASA-SPON ADR
$246K
0.0%
9,300 +9,300 New
CRUS CIRRUS LOGIC INC
$232K
0.0%
2,327 +2,327 New

Sold positions

17 closed in Q1 2025 · shares & value as of prior filing
Holding Shares sold Prior value
EIX EDISON INTERNATIONAL
5,374,322 $429.1M
MCK MCKESSON CORP
67,079 $38.2M
AXS AXIS CAPITAL HOLDINGS LTD
225,236 $20.0M
TPR TAPESTRY INC
286,799 $18.7M
IVZ INVESCO LTD
886,851 $15.5M
SSL SASOL LTD-SPONSORED ADR
352,561 $1.6M
DLTR DOLLAR TREE INC
6,939 $520K
BDC BELDEN INC
4,378 $493K
ABBV ABBVIE INC
1,670 $297K
LPLA LPL FINANCIAL HOLDINGS INC
900 $294K
DBX DROPBOX INC-CLASS A
9,718 $292K
MRK MERCK & CO. INC.
2,898 $288K
ETR ENTERGY CORP
3,615 $274K
TILE INTERFACE INC
11,049 $269K
ULTA ULTA BEAUTY INC
525 $228K
AMGN AMGEN INC
803 $209K
QRVO QORVO INC
2,977 $208K

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.