whalepapers
Overview/ Pzena Investment Management LLC/ Q2 2019

Pzena Investment Management LLC

Richard Pzena · As of Q2 2019 · filed Aug 2, 2019

Q2 2019

Holdings

172 positions · Δ vs prior quarter
GENERAL ELECTRIC CO
$625.3M
3.3%
59,557,042 −891,669 −1.5% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$580.5M
3.1%
10,894,670 −1,409,228 −11.5% Reduced
C CITIGROUP INC
$546.1M
2.9%
7,797,470 −52,320 −0.7% Reduced
NOVEUR NATIONAL OILWELL VARCO INC
$538.5M
2.8%
24,225,557 +7,616,881 +45.9% Added
HAL HALLIBURTON CO
$536.5M
2.8%
23,591,540 +11,163,777 +89.8% Added
LEA LEAR CORP
$534.0M
2.8%
3,834,303 +1,223,567 +46.9% Added
MCK MCKESSON CORP
$518.9M
2.7%
3,860,785 +177,589 +4.8% Added
COF CAPITAL ONE FINANCIAL CORP
$510.4M
2.7%
5,624,853 −28,572 −0.5% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$500.6M
2.6%
33,483,641 −224,168 −0.7% Reduced
EIX EDISON INTERNATIONAL
$499.5M
2.6%
7,409,652 −105,822 −1.4% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$484.8M
2.6%
7,647,398 +11,179 +0.1% Added
WFC WELLS FARGO & CO
$464.6M
2.5%
9,818,873 +2,296,184 +30.5% Added
ORCL ORACLE CORP
$450.7M
2.4%
7,911,165 −698,104 −8.1% Reduced
BAC BANK OF AMERICA CORP
$426.4M
2.2%
14,704,525 −137,639 −0.9% Reduced
MYL MYLAN NV
$401.8M
2.1%
21,103,981 +76,305 +0.4% Added
MS MORGAN STANLEY
$389.7M
2.1%
8,895,359 −90,725 −1.0% Reduced
NWL NEWELL BRANDS INC
$385.7M
2.0%
25,012,915 +195,076 +0.8% Added
VOYA VOYA FINANCIAL INC
$382.9M
2.0%
6,924,422 −1,197,063 −14.7% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$373.0M
2.0%
16,512,831 +39,055 +0.2% Added
MET METLIFE INC
$362.5M
1.9%
7,299,118 −136,940 −1.8% Reduced
AXA EQUITABLE HOLDINGS INC
$361.3M
1.9%
17,286,040 +1,386,458 +8.7% Added
SWK STANLEY BLACK & DECKER INC
$347.8M
1.8%
2,405,357 −17,790 −0.7% Reduced
OMC OMNICOM GROUP
$347.5M
1.8%
4,240,249 −1,374,022 −24.5% Reduced
F FORD MOTOR CO
$338.3M
1.8%
33,066,188 −5,957,512 −15.3% Reduced
AVT AVNET INC
$332.3M
1.8%
7,339,746 −182,936 −2.4% Reduced
MHK MOHAWK INDUSTRIES INC
$291.8M
1.5%
1,979,015 +614,307 +45.0% Added
PVH PVH CORP
$284.1M
1.5%
3,001,404 +1,055,649 +54.3% Added
AXS AXIS CAPITAL HOLDINGS LTD
$278.3M
1.5%
4,665,071 −858,267 −15.5% Reduced
JPM JPMORGAN CHASE & CO
$275.1M
1.5%
2,460,634 −438,211 −15.1% Reduced
GS GOLDMAN SACHS GROUP INC
$230.5M
1.2%
1,126,616 −3,425 −0.3% Reduced
WAB WABTEC CORP
$229.1M
1.2%
3,193,030 +2,273,778 +247.4% Added
FTI TECHNIPFMC PLC
$229.0M
1.2%
8,828,033 +3,850,758 +77.4% Added
AMGN AMGEN INC
$225.1M
1.2%
1,221,320 +271,301 +28.6% Added
KKR KKR & CO INC
$218.2M
1.2%
8,635,325 −77,507 −0.9% Reduced
RDS/A SHELL PLC-SPON ADR-A
$202.6M
1.1%
3,114,092 −508,881 −14.0% Reduced
EXMOC EXXON MOBIL CORP
$201.0M
1.1%
2,622,536 −330,250 −11.2% Reduced
WMT WALMART INC
$179.6M
0.9%
1,625,340 −31,143 −1.9% Reduced
CVE CENOVUS ENERGY INC
$178.4M
0.9%
20,229,435 −670,989 −3.2% Reduced
CAH CARDINAL HEALTH INC
$171.7M
0.9%
3,644,698 +621,135 +20.5% Added
JELD JELD-WEN HOLDING INC
$162.5M
0.9%
7,656,275 −24,646 −0.3% Reduced
BKR BAKER HUGHES CO
$155.6M
0.8%
6,319,078 +778,490 +14.1% Added
GIL GILDAN ACTIVEWEAR INC
$142.1M
0.7%
3,674,047 −44,095 −1.2% Reduced
PFE PFIZER INC
$136.6M
0.7%
3,153,944 −39,262 −1.2% Reduced
R RYDER SYSTEM INC
$136.5M
0.7%
2,341,136 +169,329 +7.8% Added
KEY KEYCORP
$124.6M
0.7%
7,022,232 +39,745 +0.6% Added
FITB FIFTH THIRD BANCORP
$115.2M
0.6%
4,129,273 Held
AXE3EUR ANIXTER INTERNATIONAL INC
$110.7M
0.6%
1,853,703 −17,314 −0.9% Reduced
TEX TEREX CORP
$109.0M
0.6%
3,471,316 +248,600 +7.7% Added
AGREUR AVANGRID INC
$107.2M
0.6%
2,123,751 −128 −0.0% Reduced
ATUEUR ACTUANT CORP-A
$107.0M
0.6%
4,311,706 +6,118 +0.1% Added
MRK MERCK & CO. INC.
$105.9M
0.6%
1,263,234 −647,822 −33.9% Reduced
ACM AECOM
$104.2M
0.5%
2,752,783 +74,617 +2.8% Added
CAR AVIS BUDGET GROUP INC
$102.0M
0.5%
2,901,389 +34,494 +1.2% Added
WTW WILLIS TOWERS WATSON PLC
$100.2M
0.5%
523,274 −144,613 −21.7% Reduced
KBR KBR INC
$98.0M
0.5%
3,929,175 −984,100 −20.0% Reduced
BIDU BAIDU INC - SPON ADR
$93.8M
0.5%
799,111 +81,866 +11.4% Added
FLEX FLEX LTD
$92.3M
0.5%
9,645,651 +191,666 +2.0% Added
UBS UBS GROUP AG-REG
$91.0M
0.5%
7,682,763 −305,783 −3.8% Reduced
BEN FRANKLIN TEMPLETON INC
$74.2M
0.4%
2,131,018 −6,510,790 −75.3% Reduced
RF REGIONS FINANCIAL CORP
$72.5M
0.4%
4,854,247 +51,718 +1.1% Added
CI THE CIGNA GROUP
$72.4M
0.4%
459,743 −2,307 −0.5% Reduced
JNPR* JUNIPER NETWORKS INC
$69.4M
0.4%
2,607,450 −289 −0.0% Reduced
NWSA NEWS CORP - CLASS A
$68.9M
0.4%
5,108,747 −16,924,866 −76.8% Reduced
CNO CNO FINANCIAL GROUP INC
$64.3M
0.3%
3,855,224 +1,450,851 +60.3% Added
WED WEBSTER FINANCIAL CORP
$58.6M
0.3%
1,226,496 +97,276 +8.6% Added
T AT&T INC
$57.8M
0.3%
1,724,651 −1,108 −0.1% Reduced
PH PARKER HANNIFIN CORP
$55.8M
0.3%
328,305 −68 −0.0% Reduced
IVZ INVESCO LTD
$54.3M
0.3%
2,652,778 +6,887 +0.3% Added
DOORUSD MASONITE INTERNATIONAL CORP
$53.9M
0.3%
1,022,315 +31,889 +3.2% Added
KEL KELLANOVA
$53.2M
0.3%
993,826 +166 +0.0% Added
CSL CARLISLE COS INC
$53.2M
0.3%
378,810 −103,711 −21.5% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$52.3M
0.3%
971,972 +362,237 +59.4% Added
1RG REV GROUP INC
$49.6M
0.3%
3,440,230 −490,904 −12.5% Reduced
TRS TRIMAS CORP
$48.1M
0.3%
1,551,978 −234,957 −13.1% Reduced
JBL JABIL INC
$46.0M
0.2%
1,456,800 −49,018 −3.3% Reduced
ASB ASSOCIATED BANC-CORP
$45.1M
0.2%
2,133,134 +24,292 +1.2% Added
SNA SNAP-ON INC
$43.9M
0.2%
265,289 −2,327 −0.9% Reduced
MSFT MICROSOFT CORP
$42.7M
0.2%
318,833 −40 −0.0% Reduced
ROCK GIBRALTAR INDUSTRIES INC
$41.6M
0.2%
1,031,560 −32,588 −3.1% Reduced
SCSC SCANSOURCE INC
$40.6M
0.2%
1,245,448 +160,303 +14.8% Added
HOPE HOPE BANCORP INC
$39.5M
0.2%
2,866,489 −16,536 −0.6% Reduced
ETR ENTERGY CORP
$39.1M
0.2%
379,428 Held
CVS CVS HEALTH CORP
$39.0M
0.2%
715,733 −3,151 −0.4% Reduced
MUR MURPHY OIL CORP
$38.6M
0.2%
1,567,851 +1,778 +0.1% Added
UVV UNIVERSAL CORP/VA
$36.6M
0.2%
602,495 +129,230 +27.3% Added
VREX VAREX IMAGING CORP
$36.5M
0.2%
1,189,543 +129,837 +12.3% Added
CJ1EUR C&J ENERGY SERVICES INC
$35.4M
0.2%
3,001,122 +508,190 +20.4% Added
IBN ICICI BANK LTD-SPON ADR
$34.5M
0.2%
2,737,012 −206,579 −7.0% Reduced
DOV DOVER CORP
$33.4M
0.2%
333,617 −726,068 −68.5% Reduced
G GENPACT LTD
$33.2M
0.2%
871,875 −423,306 −32.7% Reduced
GTS TRIPLE-S MANAGEMENT CORP
$32.6M
0.2%
1,365,603 +29,707 +2.2% Added
CLSEUR CELESTICA INC
$32.0M
0.2%
4,679,789 +709,033 +17.9% Added
SYU1 SYNOVUS FINANCIAL CORP
$31.8M
0.2%
907,959 −2,967 −0.3% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$31.6M
0.2%
1,164,523 −15,722 −1.3% Reduced
CSCO CISCO SYSTEMS INC
$31.6M
0.2%
576,970 −2,142 −0.4% Reduced
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$31.0M
0.2%
1,512,005 +14,729 +1.0% Added
WSFS WSFS FINANCIAL CORP
$27.4M
0.1%
664,397 +5,568 +0.8% Added
TCF FINANCIAL CORP
$26.8M
0.1%
1,288,869 −5,668 −0.4% Reduced
ALL ALLSTATE CORP
$25.7M
0.1%
252,290 Held
LMEUR LEGG MASON INC
$24.5M
0.1%
640,046 +271 +0.0% Added
TSM TAIWAN SEMICONDUCTOR-SP ADR
$24.2M
0.1%
616,612 +19,257 +3.2% Added
HIG HARTFORD INSURANCE GROUP INC
$23.6M
0.1%
424,371 Held
EG EVEREST GROUP LTD
$22.5M
0.1%
91,098 +73 +0.1% Added
REALOGY HOLDINGS CORP
$22.1M
0.1%
3,058,070 +5,600 +0.2% Added
ARW ARROW ELECTRONICS INC
$21.7M
0.1%
304,776 +229 +0.1% Added
L3 TECHNOLOGIES, INC.
$21.6M
0.1%
88,164 −82,618 −48.4% Reduced
THG HANOVER INSURANCE GROUP INC/
$21.6M
0.1%
167,990 −30,474 −15.4% Reduced
TMK TORCHMARK CORP
$21.1M
0.1%
236,070 −43,468 −15.5% Reduced
NSIT INSIGHT ENTERPRISES INC
$20.9M
0.1%
359,705 −51,204 −12.5% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$20.4M
0.1%
276,006 −193,889 −41.3% Reduced
MPAA MOTORCAR PARTS OF AMERICA IN
$19.3M
0.1%
903,259 +249,622 +38.2% Added
WAIREUR WESCO AIRCRAFT HOLDINGS INC
$14.9M
0.1%
1,345,295 −32,948 −2.4% Reduced
HOSPITALITY PROPERTIES TRUST
$14.9M
0.1%
596,856 +134 +0.0% Added
GJB STEELCASE INC-CL A
$14.3M
0.1%
838,875 +440 +0.1% Added
DRH DIAMONDROCK HOSPITALITY CO
$13.1M
0.1%
1,263,084 −14,645 −1.1% Reduced
NCI1EUR NAVIGANT CONSULTING INC
$12.7M
0.1%
549,721 +5,309 +1.0% Added
SMCIUSD SUPER MICRO COMPUTER INC
$12.4M
0.1%
642,854 +92,615 +16.8% Added
WOO FOOT LOCKER INC
$9.8M
0.1%
233,396 +117 +0.1% Added
CMA COMERICA INC
$8.8M
0.0%
121,055 Held
PKX POSCO HOLDINGS INC -SPON ADR
$7.9M
0.0%
148,272 +1,544 +1.1% Added
APOLLO GLOBAL MANAGEMENT-A
$7.8M
0.0%
228,267 −23,375 −9.3% Reduced
ENSCO ROWAN PLC - CLASS A
$5.8M
0.0%
685,248 +685,248 New
SHG SHINHAN FINANCIAL GROUP-ADR
$5.8M
0.0%
148,331 −154 −0.1% Reduced
30294GBX HYUNDAI MOTOR-GDR
$3.9M
0.0%
64,300 Held
ARC DOCUMENT SOLUTIONS INC
$3.8M
0.0%
1,870,063 −354 −0.0% Reduced
WLMIY WILMAR INTERNATIONAL-UNS ADR
$3.8M
0.0%
138,338 Held
LNVGY LENOVO GROUP LTD-ADR
$3.6M
0.0%
235,450 −545 −0.2% Reduced
LUKOY LUKOIL PJSC-SPON ADR
$3.6M
0.0%
42,956 −7,955 −15.6% Reduced
SSNHZ SAMSUNG ELECTR-GDR REG S
$3.5M
0.0%
3,474 Held
CRPJY CHINA RESOURCES-UNSPON ADR
$3.5M
0.0%
157,963 +37,185 +30.8% Added
SSL SASOL LTD-SPONSORED ADR
$3.2M
0.0%
128,636 +10,110 +8.5% Added
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$3.1M
0.0%
851,215 Held
SIAM COMMERCIAL BANK - UNSP ADR
$3.0M
0.0%
169,185 Held
HNHAY HON HAI PRECISIO-SP GDR 144A
$3.0M
0.0%
607,573 Held
VIV1USD TELEFONICA BRASIL-ADR PREF
$2.9M
0.0%
221,405 −1,020,307 −82.2% Reduced
CHLUSD CHINA MOBILE LTD-SPON ADR
$2.9M
0.0%
63,242 −9,042 −12.5% Reduced
CICHY CHINA CONSTRUCT-UNSPON ADR
$2.7M
0.0%
155,960 +86,372 +124.1% Added
CEZ AS - ADR
$2.6M
0.0%
211,609 Held
SBKFF STATE BANK OF INDI-GDR REG S
$2.5M
0.0%
48,598 Held
CHINA AGRI-INDUSTRIES-UN ADR
$2.1M
0.0%
327,200 Held
GBXXY GRAND BAOXIN AUTO - UNSP ADR
$2.0M
0.0%
489,200 Held
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$1.9M
0.0%
46,264 Held
CSUAY CHINA SHENHUA-UNSPON ADR
$1.8M
0.0%
218,727 +92,027 +72.6% Added
KB KB FINANCIAL GROUP INC-ADR
$1.6M
0.0%
39,441 Held
RNRTY REUNERT LTD-UNSPONSORED ADR
$1.5M
0.0%
159,600 Held
OTPIY OTP BANK NYRT-144A GDR
$1.4M
0.0%
68,700 +68,700 New
CDGXY CHINA DONGXIANG GRP-UNSP ADR
$980K
0.0%
159,562 Held
LAMR LAMAR ADVERTISING CO-A
$868K
0.0%
10,750 −258 −2.3% Reduced
OHI OMEGA HEALTHCARE INVESTORS
$842K
0.0%
22,915 −320 −1.4% Reduced
DOX AMDOCS LTD
$831K
0.0%
13,380 −315 −2.3% Reduced
VZ VERIZON COMMUNICATIONS INC
$826K
0.0%
14,462 −204 −1.4% Reduced
RNR RENAISSANCERE HOLDINGS LTD
$779K
0.0%
4,376 +2,320 +112.8% Added
BKNG BOOKING HOLDINGS INC
$720K
0.0%
384 −10 −2.5% Reduced
CB CHUBB LTD
$680K
0.0%
4,618 +4,618 New
ELV ELEVANCE HEALTH INC
$679K
0.0%
2,407 −423 −14.9% Reduced
LGEIY LG ELECTRONICS INC-GDR 144A
$570K
0.0%
16,600 Held
BIIB BIOGEN INC
$542K
0.0%
2,318 −133 −5.4% Reduced
EXPE EXPEDIA GROUP INC
$535K
0.0%
4,020 +4,020 New
CHRW C.H. ROBINSON WORLDWIDE INC
$523K
0.0%
6,198 −440 −6.6% Reduced
ZD ZIFF DAVIS INC
$521K
0.0%
5,861 −162 −2.7% Reduced
LDOS LEIDOS HOLDINGS INC
$506K
0.0%
6,335 −167 −2.6% Reduced
INTC INTEL CORP
$453K
0.0%
9,470 +9,470 New
AAPL APPLE INC
$429K
0.0%
2,170 +590 +37.3% Added
JLL JONES LANG LASALLE INC
$425K
0.0%
3,020 −80 −2.6% Reduced
HRB H&R BLOCK INC
$349K
0.0%
11,898 +2,363 +24.8% Added
CBRE CBRE GROUP INC - A
$336K
0.0%
6,551 −175 −2.6% Reduced
QRVO QORVO INC
$326K
0.0%
4,890 −210 −4.1% Reduced
EXEL EXELIXIS INC
$316K
0.0%
14,803 −417 −2.7% Reduced
PK PARK HOTELS & RESORTS INC
$263K
0.0%
9,553 +49 +0.5% Added
COR CENCORA INC
$222K
0.0%
2,599 −150 −5.5% Reduced
UAL UNITED AIRLINES HOLDINGS INC
$221K
0.0%
2,526 −61 −2.4% Reduced
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$120K
0.0%
13,089 +1,735 +15.3% Added

Sold positions

4 closed in Q2 2019 · shares & value as of prior filing
Holding Shares sold Prior value
MD PEDIATRIX MEDICAL GROUP INC
2,288,341 $62.2M
ROWAN COMPANIES PLC - A
996,725 $10.8M
META META PLATFORMS INC-CLASS A
4,470 $745K
CRI CARTER'S INC
5,105 $515K

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.