whalepapers
Overview/ Pzena Investment Management LLC/ Q2 2018

Pzena Investment Management LLC

Richard Pzena · As of Q2 2018 · filed Aug 3, 2018

Q2 2018

Holdings

161 positions · Δ vs prior quarter
MYL MYLAN NV
$763.1M
3.8%
21,115,152 −178,223 −0.8% Reduced
OMC OMNICOM GROUP
$556.9M
2.8%
7,301,076 −623,177 −7.9% Reduced
C CITIGROUP INC
$530.1M
2.7%
7,920,962 −287,308 −3.5% Reduced
ORCL ORACLE CORP
$503.3M
2.5%
11,422,967 +244,590 +2.2% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$501.1M
2.5%
6,344,149 −347,835 −5.2% Reduced
COF CAPITAL ONE FINANCIAL CORP
$499.7M
2.5%
5,437,557 +559,856 +11.5% Added
HPE HEWLETT PACKARD ENTERPRISE
$496.8M
2.5%
34,003,860 −1,380,600 −3.9% Reduced
EIX EDISON INTERNATIONAL
$495.8M
2.5%
7,836,404 +2,361,340 +43.1% Added
VOYA VOYA FINANCIAL INC
$476.7M
2.4%
10,143,242 −510,532 −4.8% Reduced
F FORD MOTOR CO
$472.2M
2.4%
42,656,575 −2,162,413 −4.8% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$465.4M
2.3%
8,778,185 +1,327,729 +17.8% Added
BAC BANK OF AMERICA CORP
$462.4M
2.3%
16,403,367 −563,211 −3.3% Reduced
WFC WELLS FARGO & CO
$440.9M
2.2%
7,951,849 +199,712 +2.6% Added
NWL NEWELL BRANDS INC
$427.7M
2.1%
16,582,214 +16,582,214 New
DOV DOVER CORP
$420.4M
2.1%
5,742,918 −10,235 −0.2% Reduced
RDS/A SHELL PLC-SPON ADR-A
$415.8M
2.1%
6,006,566 −551,656 −8.4% Reduced
MS MORGAN STANLEY
$390.9M
2.0%
8,247,266 +47,260 +0.6% Added
IPG INTERPUBLIC GROUP OF COS INC
$389.8M
2.0%
16,630,916 −989,940 −5.6% Reduced
AVT AVNET INC
$387.5M
1.9%
9,035,108 −146,438 −1.6% Reduced
MCK MCKESSON CORP
$378.4M
1.9%
2,836,710 +201,062 +7.6% Added
EXMOC EXXON MOBIL CORP
$373.3M
1.9%
4,512,607 +88,552 +2.0% Added
AXS AXIS CAPITAL HOLDINGS LTD
$365.4M
1.8%
6,569,931 +192,005 +3.0% Added
MET METLIFE INC
$362.5M
1.8%
8,314,788 +2,346,866 +39.3% Added
JPM JPMORGAN CHASE & CO
$352.3M
1.8%
3,380,686 −219,128 −6.1% Reduced
NWSA NEWS CORP - CLASS A
$345.2M
1.7%
22,271,937 +280,602 +1.3% Added
BEN FRANKLIN TEMPLETON INC
$337.5M
1.7%
10,531,839 −125,009 −1.2% Reduced
MRK MERCK & CO. INC.
$297.7M
1.5%
4,904,336 +379,906 +8.4% Added
WMT WALMART INC
$293.0M
1.5%
3,421,223 −453,755 −11.7% Reduced
AMGN AMGEN INC
$291.3M
1.5%
1,578,099 +236,788 +17.7% Added
MUR MURPHY OIL CORP
$264.8M
1.3%
7,840,371 −2,761,082 −26.0% Reduced
GS GOLDMAN SACHS GROUP INC
$264.4M
1.3%
1,198,597 −150,815 −11.2% Reduced
AXA EQUITABLE HOLDINGS INC
$242.2M
1.2%
11,750,490 +11,750,490 New
EXPRESS SCRIPTS HOLDING CO
$239.6M
1.2%
3,103,548 −3,398 −0.1% Reduced
BP BP PLC-SPONS ADR
$238.9M
1.2%
5,231,617 −176,412 −3.3% Reduced
GENERAL ELECTRIC CO
$232.0M
1.2%
17,048,137 +13,124,900 +334.5% Added
CVE CENOVUS ENERGY INC
$219.8M
1.1%
21,174,613 −3,484,337 −14.1% Reduced
WTW WILLIS TOWERS WATSON PLC
$194.4M
1.0%
1,282,314 +6,588 +0.5% Added
JELD JELD-WEN HOLDING INC
$194.2M
1.0%
6,792,253 +1,112,746 +19.6% Added
NOVEUR NATIONAL OILWELL VARCO INC
$191.6M
1.0%
4,414,593 +4,414,593 New
HAL HALLIBURTON CO
$171.6M
0.9%
3,807,157 −385,457 −9.2% Reduced
UBS UBS GROUP AG-REG
$165.3M
0.8%
10,777,590 +89,004 +0.8% Added
PFE PFIZER INC
$161.7M
0.8%
4,456,667 +89,174 +2.0% Added
R RYDER SYSTEM INC
$149.9M
0.8%
2,086,223 +427,482 +25.8% Added
CAH CARDINAL HEALTH INC
$143.2M
0.7%
2,932,134 +58,495 +2.0% Added
TEX TEREX CORP
$138.0M
0.7%
3,270,221 +161,905 +5.2% Added
KEY KEYCORP
$137.8M
0.7%
7,054,444 +40,707 +0.6% Added
ATUEUR ACTUANT CORP-A
$125.9M
0.6%
4,290,049 −68,467 −1.6% Reduced
AXE3EUR ANIXTER INTERNATIONAL INC
$123.9M
0.6%
1,957,635 +1,177,446 +150.9% Added
CSCO CISCO SYSTEMS INC
$118.8M
0.6%
2,760,019 +35,367 +1.3% Added
FITB FIFTH THIRD BANCORP
$117.0M
0.6%
4,075,715 +129,960 +3.3% Added
MD PEDIATRIX MEDICAL GROUP INC
$99.5M
0.5%
2,299,800 +41,088 +1.8% Added
STT STATE STREET CORP
$96.2M
0.5%
1,033,619 −1,453,944 −58.4% Reduced
AGREUR AVANGRID INC
$93.6M
0.5%
1,768,747 +36,367 +2.1% Added
BIDU BAIDU INC - SPON ADR
$93.3M
0.5%
383,981 −40,892 −9.6% Reduced
RF REGIONS FINANCIAL CORP
$86.6M
0.4%
4,871,896 −4,886,238 −50.1% Reduced
WED WEBSTER FINANCIAL CORP
$80.9M
0.4%
1,269,670 −182,588 −12.6% Reduced
G GENPACT LTD
$79.8M
0.4%
2,756,705 −244,721 −8.2% Reduced
CSL CARLISLE COS INC
$78.3M
0.4%
723,214 −6,765 −0.9% Reduced
ACM AECOM
$77.6M
0.4%
2,350,270 +37,560 +1.6% Added
MICRO FOCUS INTL-SPN ADR
$73.4M
0.4%
4,247,315 −157,764 −3.6% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$72.0M
0.4%
1,002,048 +75,858 +8.2% Added
THG HANOVER INSURANCE GROUP INC/
$70.1M
0.4%
586,038 −164,615 −21.9% Reduced
REALOGY HOLDINGS CORP
$69.7M
0.4%
3,057,328 +2,778,604 +996.9% Added
IVZ INVESCO LTD
$69.6M
0.3%
2,620,054 +12,855 +0.5% Added
KEL KELLANOVA
$69.4M
0.3%
993,749 +20,827 +2.1% Added
TRS TRIMAS CORP
$67.3M
0.3%
2,288,592 −32,119 −1.4% Reduced
KBR KBR INC
$66.4M
0.3%
3,705,325 +44,605 +1.2% Added
FLEX FLEX LTD
$65.6M
0.3%
4,651,885 −213,106 −4.4% Reduced
ESSENDANT INC
$65.3M
0.3%
4,940,224 +73,334 +1.5% Added
VIV1USD TELEFONICA BRASIL-ADR PREF
$65.3M
0.3%
5,498,838 +674,584 +14.0% Added
FTI TECHNIPFMC PLC
$64.9M
0.3%
2,043,789 −32,331 −1.6% Reduced
CAR AVIS BUDGET GROUP INC
$63.9M
0.3%
1,967,077 +156,577 +8.6% Added
CIGNA CORP
$62.7M
0.3%
368,856 +177,330 +92.6% Added
ASB ASSOCIATED BANC-CORP
$61.1M
0.3%
2,239,624 +50,670 +2.3% Added
ASPEN INSURANCE HOLDINGS LTD
$60.3M
0.3%
1,481,269 −93,225 −5.9% Reduced
ROCK GIBRALTAR INDUSTRIES INC
$58.9M
0.3%
1,569,893 +38,786 +2.5% Added
ALL ALLSTATE CORP
$57.5M
0.3%
630,026 −141,877 −18.4% Reduced
HOPE HOPE BANCORP INC
$53.8M
0.3%
3,018,616 +131,235 +4.5% Added
GTS TRIPLE-S MANAGEMENT CORP
$52.6M
0.3%
1,346,254 −329,905 −19.7% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$51.9M
0.3%
1,440,920 −200,562 −12.2% Reduced
PH PARKER HANNIFIN CORP
$51.6M
0.3%
330,770 +8,141 +2.5% Added
SWK STANLEY BLACK & DECKER INC
$50.9M
0.3%
383,145 +9,640 +2.6% Added
SCSC SCANSOURCE INC
$49.3M
0.2%
1,224,386 −39,046 −3.1% Reduced
SNA SNAP-ON INC
$48.9M
0.2%
304,454 −3,079 −1.0% Reduced
VERIFONE SYSTEMS INC
$48.3M
0.2%
2,115,261 −712,334 −25.2% Reduced
CVS CVS HEALTH CORP
$46.5M
0.2%
722,786 +19,145 +2.7% Added
GJB STEELCASE INC-CL A
$45.8M
0.2%
3,393,731 +416,815 +14.0% Added
HPQ HP INC
$43.6M
0.2%
1,921,477 −1,933,328 −50.2% Reduced
NSIT INSIGHT ENTERPRISES INC
$43.1M
0.2%
880,153 −59,946 −6.4% Reduced
UVV UNIVERSAL CORP/VA
$42.6M
0.2%
644,690 −61,016 −8.6% Reduced
DBDEUR DIEBOLD NIXDORF INC
$40.9M
0.2%
3,420,967 +596,366 +21.1% Added
QCOM QUALCOMM INC
$39.9M
0.2%
711,742 +10,759 +1.5% Added
NCI1EUR NAVIGANT CONSULTING INC
$37.8M
0.2%
1,706,924 +1,706,924 New
TCF FINANCIAL CORP
$34.4M
0.2%
1,398,166 +21,438 +1.6% Added
AGIIGBP ARGO GROUP INTERNATIONAL
$34.2M
0.2%
588,657 −14,681 −2.4% Reduced
CLSEUR CELESTICA INC
$33.3M
0.2%
2,807,149 +2,807,149 New
L3 TECHNOLOGIES, INC.
$32.9M
0.2%
170,909 +2,873 +1.7% Added
SYU1 SYNOVUS FINANCIAL CORP
$32.4M
0.2%
613,128 −260,131 −29.8% Reduced
MSFT MICROSOFT CORP
$32.3M
0.2%
327,267 −325,474 −49.9% Reduced
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$31.7M
0.2%
1,245,852 +49,593 +4.1% Added
ETR ENTERGY CORP
$30.8M
0.2%
380,920 +7,572 +2.0% Added
WOO FOOT LOCKER INC
$30.6M
0.2%
580,404 +580,404 New
COP CONOCOPHILLIPS
$28.9M
0.1%
414,882 −1,054,637 −71.8% Reduced
T AT&T INC
$27.2M
0.1%
847,883 +21,135 +2.6% Added
EVTC EVERTEC INC
$25.9M
0.1%
1,183,250 −387,430 −24.7% Reduced
KSS KOHLS CORP
$25.2M
0.1%
346,078 Held
XL GROUP LTD
$23.5M
0.1%
419,343 −2,380,976 −85.0% Reduced
CUBUSD CUBIC CORP
$23.2M
0.1%
361,173 −352,697 −49.4% Reduced
ARW ARROW ELECTRONICS INC
$22.9M
0.1%
304,547 Held
CHART INDUSTRIES INC
$22.9M
0.1%
371,555 −218,544 −37.0% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$22.8M
0.1%
623,501 Held
TMK TORCHMARK CORP
$22.8M
0.1%
279,538 −50,283 −15.2% Reduced
SUPERIOR ENERGY SERVICES INC
$22.3M
0.1%
2,288,814 −1,645,035 −41.8% Reduced
LMEUR LEGG MASON INC
$22.2M
0.1%
639,775 −130 −0.0% Reduced
CMA COMERICA INC
$21.8M
0.1%
240,292 Held
HIG HARTFORD INSURANCE GROUP INC
$21.7M
0.1%
424,208 −332 −0.1% Reduced
EG EVEREST GROUP LTD
$21.0M
0.1%
91,025 Held
IBN ICICI BANK LTD-SPON ADR
$20.0M
0.1%
2,488,980 +2,042,875 +457.9% Added
JBL JABIL INC
$19.7M
0.1%
712,758 Held
WAIREUR WESCO AIRCRAFT HOLDINGS INC
$16.9M
0.1%
1,505,601 −52,647 −3.4% Reduced
HOSPITALITY PROPERTIES TRUST
$16.9M
0.1%
590,723 Held
ROWAN COMPANIES PLC - A
$16.2M
0.1%
996,725 Held
KKR & CO LP
$15.9M
0.1%
641,030 −14,771 −2.3% Reduced
BKR BAKER HUGHES CO
$14.5M
0.1%
438,379 −149,043 −25.4% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$13.2M
0.1%
1,072,425 +67,233 +6.7% Added
APOLLO GLOBAL MANAGEMENT-A
$11.0M
0.1%
346,032 +19,602 +6.0% Added
PKX POSCO HOLDINGS INC -SPON ADR
$7.9M
0.0%
106,653 +4,927 +4.8% Added
BHF BRIGHTHOUSE FINANCIAL INC
$7.5M
0.0%
187,061 −226,334 −54.8% Reduced
WSFS WSFS FINANCIAL CORP
$6.4M
0.0%
119,479 −402 −0.3% Reduced
EWY ISHARES MSCI SOUTH KOREA ETF
$6.0M
0.0%
88,787 +88,787 New
EWT ISHARES MSCI TAIWAN ETF
$4.5M
0.0%
125,790 +125,790 New
ARC DOCUMENT SOLUTIONS INC
$3.6M
0.0%
2,029,126 −2,362 −0.1% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$3.2M
0.0%
83,124 +2,156 +2.7% Added
NWS NEWS CORP - CLASS B
$2.7M
0.0%
167,328 −24,263 −12.7% Reduced
CFG CITIZENS FINANCIAL GROUP
$1.0M
0.0%
25,992 −709,807 −96.5% Reduced
CHLUSD CHINA MOBILE LTD-SPON ADR
$910K
0.0%
20,500 Held
HCP INC
$764K
0.0%
29,591 +29,591 New
LAMR LAMAR ADVERTISING CO-A
$687K
0.0%
10,061 −107,920 −91.5% Reduced
BKNG BOOKING HOLDINGS INC
$673K
0.0%
332 Held
WRB WR BERKLEY CORP
$672K
0.0%
9,284 +3,145 +51.2% Added
META META PLATFORMS INC-CLASS A
$622K
0.0%
3,201 +3,201 New
INGR INGREDION INC
$622K
0.0%
5,615 +329 +6.2% Added
SSNC SS&C TECHNOLOGIES HOLDINGS
$596K
0.0%
11,485 +11,485 New
LUKOY LUKOIL PJSC-SPON ADR
$587K
0.0%
8,519 −7,831 −47.9% Reduced
DOX AMDOCS LTD
$566K
0.0%
8,557 −78 −0.9% Reduced
PCG P G & E CORP
$532K
0.0%
12,507 −3,329 −21.0% Reduced
PM8 PREMIER INC-CLASS A
$529K
0.0%
14,537 +2,013 +16.1% Added
OHI OMEGA HEALTHCARE INVESTORS
$524K
0.0%
16,911 +3,575 +26.8% Added
PRAH PRA HEALTH SCIENCES INC
$521K
0.0%
5,583 +5,583 New
BIIB BIOGEN INC
$520K
0.0%
1,790 +43 +2.5% Added
ZBH ZIMMER BIOMET HOLDINGS INC
$509K
0.0%
4,567 Held
SO SOUTHERN CO
$502K
0.0%
10,846 −5,673 −34.3% Reduced
JLL JONES LANG LASALLE INC
$491K
0.0%
2,958 +2,958 New
YUSD ALLEGHANY CORP
$474K
0.0%
825 Held
CRI CARTER'S INC
$420K
0.0%
3,872 Held
CELG CELGENE CORP
$359K
0.0%
4,518 −307 −6.4% Reduced
NEU NEWMARKET CORP
$321K
0.0%
794 +67 +9.2% Added
AZO AUTOZONE INC
$299K
0.0%
445 +8 +1.8% Added
MOH MOLINA HEALTHCARE INC
$292K
0.0%
2,979 −115 −3.7% Reduced
CRL CHARLES RIVER LABORATORIES
$250K
0.0%
2,225 +2,225 New
SPIRIT REALTY CAPITAL INC
$99K
0.0%
12,328 +12,328 New

Sold positions

11 closed in Q2 2018 · shares & value as of prior filing
Holding Shares sold Prior value
TEL1USD TE CONNECTIVITY LTD
729,656 $72.9M
VALIDUS HOLDINGS LTD
787,102 $53.1M
PLY GEM HOLDINGS INC
1,088,198 $23.5M
ACH ACCENDRA HEALTH INC
1,474,535 $22.9M
GNW GENWORTH FINANCIAL INC
3,806,435 $10.8M
ON ON SEMICONDUCTOR
48,407 $1.2M
BRO BROWN & BROWN INC
27,100 $689K
CB CHUBB LTD
4,239 $580K
COR CENCORA INC
4,920 $424K
ORI OLD REPUBLIC INTL CORP
17,511 $376K
GENERAL CABLE CORP DEL NE
11,704 $346K

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.