whalepapers
Overview/ Pzena Investment Management LLC/ Q2 2013

Pzena Investment Management LLC

Richard Pzena · As of Q2 2013 · filed Aug 9, 2013

Q2 2013

Holdings

122 positions · Δ vs prior quarter
HEWLETT-PACKARD CO
$816.5M
5.4%
32,922,187
STAPLES INC
$554.6M
3.7%
34,969,289
OMC OMNICOM GROUP
$481.7M
3.2%
7,662,119
AIG AMERICAN INTERNATIONAL GROUP
$472.2M
3.1%
10,562,975
BAKER HUGHES INC
$434.8M
2.9%
9,425,678
ORCL ORACLE CORP
$433.4M
2.9%
14,109,021
MSFT MICROSOFT CORP
$429.0M
2.9%
12,425,297
BP BP PLC-SPONS ADR
$421.1M
2.8%
10,087,451
TEL1USD TE CONNECTIVITY LTD
$409.5M
2.7%
8,991,623
C CITIGROUP INC
$404.0M
2.7%
8,422,933
RDS/A SHELL PLC-SPON ADR-A
$390.1M
2.6%
6,113,781
DELPHI AUTOMOTIVE PLC
$368.1M
2.4%
7,261,352
MET METLIFE INC
$340.9M
2.3%
7,450,433
MS MORGAN STANLEY
$324.2M
2.2%
13,271,340
BAC BANK OF AMERICA CORP
$320.3M
2.1%
24,906,945
NOC NORTHROP GRUMMAN CORP
$319.9M
2.1%
3,863,605
GOOGLE INC.
$314.2M
2.1%
356,851
JPM JPMORGAN CHASE & CO
$312.4M
2.1%
5,917,734
ETR ENTERGY CORP
$280.6M
1.9%
4,027,053
STT STATE STREET CORP
$278.2M
1.9%
4,266,679
BDX BECTON DICKINSON AND CO
$274.1M
1.8%
2,773,109
GS GOLDMAN SACHS GROUP INC
$272.8M
1.8%
1,803,875
L-3 COMMUNICATIONS
$268.0M
1.8%
3,125,479
EXMOC EXXON MOBIL CORP
$263.6M
1.8%
2,916,996
AXS AXIS CAPITAL HOLDINGS LTD
$262.3M
1.7%
5,729,802
PNC PNC FINANCIAL SERVICES GROUP
$260.2M
1.7%
3,568,028
UBS AG
$252.8M
1.7%
14,917,171
IVZ INVESCO LTD
$242.1M
1.6%
7,612,102
PH PARKER HANNIFIN CORP
$228.5M
1.5%
2,395,634
LABORATORY CORPORATION OF AMERICA HOLDINGS
$227.1M
1.5%
2,268,529
MAS MASCO CORP
$201.7M
1.3%
10,350,879
WILLIS GROUP HOLDINGS LTD
$199.1M
1.3%
4,881,373
ING US INC
$186.3M
1.2%
6,886,227
DELL INC
$183.8M
1.2%
13,767,123
IPG INTERPUBLIC GROUP OF COS INC
$158.9M
1.1%
10,919,784
BEN FRANKLIN TEMPLETON INC
$152.0M
1.0%
1,117,818
ABT ABBOTT LABORATORIES
$150.8M
1.0%
4,322,041
AVT AVNET INC
$133.3M
0.9%
3,967,050
ALL ALLSTATE CORP
$130.7M
0.9%
2,715,340
AETNA INC
$129.4M
0.9%
2,037,266
WFC WELLS FARGO & CO
$126.5M
0.8%
3,065,076
PARTNERRE LTD
$123.1M
0.8%
1,358,885
TAP MOLSON COORS BEVERAGE CO - B
$92.8M
0.6%
1,938,575
CMA COMERICA INC
$77.3M
0.5%
1,941,726
KEY KEYCORP
$75.9M
0.5%
6,874,350
GM GENERAL MOTORS CO
$75.5M
0.5%
2,266,125
CSCO CISCO SYSTEMS INC
$72.5M
0.5%
2,981,950
9990302D APACHE CORP
$69.2M
0.5%
825,770
AIZ ASSURANT INC
$65.1M
0.4%
1,279,272
INGRAM MICRO INC CL-A
$58.2M
0.4%
3,063,929
CIGNA CORP
$53.9M
0.4%
743,388
RF REGIONS FINANCIAL CORP
$53.4M
0.4%
5,603,243
CON-WAY INC
$49.0M
0.3%
1,258,028
URS CORP
$48.8M
0.3%
1,033,565
DAN DANA INC
$48.1M
0.3%
2,496,509
OC OWENS CORNING
$47.6M
0.3%
1,217,935
AXE3EUR ANIXTER INTERNATIONAL INC
$46.8M
0.3%
617,891
HOSPITALITY PROPERTIES TRUST
$45.9M
0.3%
1,747,731
BRC BRADY CORPORATION - CL A
$44.5M
0.3%
1,447,090
GD GENERAL DYNAMICS CORP
$44.4M
0.3%
567,200
WCGEUR WELLCARE HEALTH PLANS INC
$43.6M
0.3%
785,100
FITB FIFTH THIRD BANCORP
$42.6M
0.3%
2,361,350
KSS KOHLS CORP
$41.1M
0.3%
814,225
VALASSIS COMMUNICATIONS INC
$41.1M
0.3%
1,671,086
HOSPIRA INC
$40.6M
0.3%
1,059,750
DGX QUEST DIAGNOSTICS INC
$40.3M
0.3%
665,375
AGIIGBP ARGO GROUP INTERNATIONAL
$39.5M
0.3%
932,998
DIOD DIODES INC
$39.1M
0.3%
1,506,495
FOREST LABORATORIES INC
$37.9M
0.3%
925,100
CW CURTISS-WRIGHT CORP
$37.6M
0.3%
1,015,649
ATUEUR ACTUANT CORP-A
$37.6M
0.3%
1,140,989
JONES GROUP INC
$34.8M
0.2%
2,530,682
PRI PRIMERICA INC
$34.7M
0.2%
927,301
BBCN BANCORP INC
$34.1M
0.2%
2,397,838
HARTE-HANKS INC.
$33.9M
0.2%
3,936,002
BANCORPSOUTH INC
$32.2M
0.2%
1,820,955
UPBD UPBOUND GROUP INC
$32.1M
0.2%
854,754
ASPEN INSURANCE HOLDINGS LTD
$31.4M
0.2%
846,833
TCF FINANCIAL CORP
$31.2M
0.2%
2,197,265
VCA ANTECH INC
$31.0M
0.2%
1,190,040
AELUSD AMERICAN EQUITY INVT LIFE HL
$30.8M
0.2%
1,960,247
AEROPOSTALE INC.
$30.1M
0.2%
2,182,958
TMK TORCHMARK CORP
$30.0M
0.2%
461,074
WED WEBSTER FINANCIAL CORP
$29.7M
0.2%
1,156,614
ENGILITY HOLDINGS INC
$27.9M
0.2%
982,260
NSIT INSIGHT ENTERPRISES INC
$27.9M
0.2%
1,570,248
NATIONAL PENN BANCSHARES INC
$27.5M
0.2%
2,704,323
HIG HARTFORD INSURANCE GROUP INC
$26.5M
0.2%
856,142
TMUS T-MOBILE US INC
$25.6M
0.2%
1,033,250
PHH CORP
$24.9M
0.2%
1,220,813
TPC TUTOR PERINI CORP
$24.8M
0.2%
1,368,450
MATW MATTHEWS INTL CORP-CLASS A
$24.3M
0.2%
645,666
GFF GRIFFON CORP
$24.2M
0.2%
2,147,087
MLKN MILLERKNOLL INC
$23.6M
0.2%
870,797
MWA MUELLER WATER PRODUCTS INC-A
$22.7M
0.2%
3,288,446
DRH DIAMONDROCK HOSPITALITY CO
$21.8M
0.1%
2,334,442
SKAA SKECHERS USA INC-CL A
$20.8M
0.1%
868,209
HA7 ENVIRI CORP
$20.8M
0.1%
896,674
SYNOVUS FINANCIAL CORP
$20.6M
0.1%
7,045,491
LMEUR LEGG MASON INC
$20.5M
0.1%
662,510
UNITED STATIONERS INC
$19.7M
0.1%
588,238
APOLLO GROUP INC - CL A
$19.2M
0.1%
1,082,185
PROTECTIVE LIFE CORP
$18.6M
0.1%
483,264
MONSTER WORLDWIDE INC
$18.5M
0.1%
3,760,288
WSFS WSFS FINANCIAL CORP
$18.4M
0.1%
350,311
JAKKEUR JAKKS PACIFIC INC
$15.4M
0.1%
1,371,624
HII HUNTINGTON INGALLS INDUSTRIE
$12.8M
0.1%
227,160
CIR2USD CIRCOR INTERNATIONAL INC
$11.5M
0.1%
226,862
RNR RENAISSANCERE HOLDINGS LTD
$10.6M
0.1%
122,011
ARC DOCUMENT SOLUTIONS INC
$10.4M
0.1%
2,602,865
ACM AECOM
$7.9M
0.1%
247,525
VALIDUS HOLDINGS LTD
$5.6M
0.0%
154,037
FBIN FORTUNE BRANDS INNOVATIONS I
$2.6M
0.0%
66,875
BPOP POPULAR INC
$2.5M
0.0%
83,778
STEEL EXCEL INC
$2.5M
0.0%
85,439
DEVRY INC.
$2.2M
0.0%
71,375
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$1.8M
0.0%
128,500
JNJ JOHNSON & JOHNSON
$893K
0.0%
10,401
PG PROCTER & GAMBLE CO
$813K
0.0%
10,561
E ENI SPA-SPONSORED ADR
$698K
0.0%
17,000
WMT WALMART INC
$610K
0.0%
8,193
ADVANCED SEMICONDUCTOR E-ADR
$354K
0.0%
87,200

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.