whalepapers
Overview/ Pzena Investment Management LLC/ Q2 2020

Pzena Investment Management LLC

Richard Pzena · As of Q2 2020 · filed Jul 31, 2020

Q2 2020

Holdings

169 positions · Δ vs prior quarter
AIG AMERICAN INTERNATIONAL GROUP
$563.9M
3.7%
18,086,847 +2,202,350 +13.9% Added
LEA LEAR CORP
$541.0M
3.5%
4,962,407 −283,395 −5.4% Reduced
GENERAL ELECTRIC COMPANY
$512.1M
3.3%
74,973,028 +10,403,515 +16.1% Added
HAL HALLIBURTON CO
$510.6M
3.3%
39,340,655 −7,327,364 −15.7% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$498.0M
3.2%
8,764,009 −108,341 −1.2% Reduced
MCK MCKESSON CORP
$459.7M
3.0%
2,996,486 −451,046 −13.1% Reduced
C CITIGROUP INC
$386.8M
2.5%
7,569,370 −351,967 −4.4% Reduced
NOVEUR NATIONAL OILWELL VARCO INC
$386.8M
2.5%
31,571,668 −245,679 −0.8% Reduced
NWL NEWELL BRANDS INC
$384.8M
2.5%
24,231,919 −1,430,930 −5.6% Reduced
EQH EQUITABLE HOLDINGS INC
$384.4M
2.5%
19,927,019 −2,172,118 −9.8% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$382.0M
2.5%
39,256,484 +1,805,571 +4.8% Added
WAB WABTEC CORP
$358.8M
2.3%
6,231,715 −481,971 −7.2% Reduced
MS MORGAN STANLEY
$356.7M
2.3%
7,384,690 −1,094,805 −12.9% Reduced
SWK STANLEY BLACK & DECKER INC
$355.6M
2.3%
2,550,978 −161,666 −6.0% Reduced
WFC WELLS FARGO & CO
$350.2M
2.3%
13,678,807 +2,908,997 +27.0% Added
COF CAPITAL ONE FINANCIAL CORP
$324.9M
2.1%
5,190,231 −452,450 −8.0% Reduced
F FORD MOTOR CO
$296.4M
1.9%
48,746,968 −2,351,113 −4.6% Reduced
PVH PVH CORP
$292.9M
1.9%
6,095,515 −271,109 −4.3% Reduced
GIL GILDAN ACTIVEWEAR INC
$288.8M
1.9%
18,647,470 +4,897,742 +35.6% Added
BAC BANK OF AMERICA CORP
$287.3M
1.9%
12,098,525 −522,190 −4.1% Reduced
AVT AVNET INC
$287.2M
1.9%
10,299,151 +1,262,496 +14.0% Added
BKR BAKER HUGHES CO
$286.7M
1.9%
18,628,737 +3,807,961 +25.7% Added
EIX EDISON INTERNATIONAL
$280.4M
1.8%
5,163,274 −3,162 −0.1% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$274.4M
1.8%
6,764,715 +1,647,425 +32.2% Added
MYL MYLAN NV
$269.5M
1.8%
16,761,549 −2,789,005 −14.3% Reduced
DOW DOW INC
$262.0M
1.7%
6,428,983 +1,858,556 +40.7% Added
VOYA VOYA FINANCIAL INC
$237.9M
1.6%
5,098,863 −394,887 −7.2% Reduced
NRG NRG ENERGY INC
$223.2M
1.5%
6,856,189 +6,856,189 New
MET METLIFE INC
$217.0M
1.4%
5,942,921 −284,090 −4.6% Reduced
MHK MOHAWK INDUSTRIES INC
$201.2M
1.3%
1,976,942 −94,805 −4.6% Reduced
GS GOLDMAN SACHS GROUP INC
$200.1M
1.3%
1,012,741 −61,281 −5.7% Reduced
JPM JPMORGAN CHASE & CO
$193.2M
1.3%
2,054,056 −32,717 −1.6% Reduced
FLEX FLEX LTD
$180.1M
1.2%
17,574,459 +4,635,057 +35.8% Added
ORCL ORACLE CORP
$168.1M
1.1%
3,040,881 −786,251 −20.5% Reduced
CAH CARDINAL HEALTH INC
$156.8M
1.0%
3,004,409 −47,749 −1.6% Reduced
JELD JELD-WEN HOLDING INC
$132.8M
0.9%
8,243,441 −723,454 −8.1% Reduced
CNO CNO FINANCIAL GROUP INC
$132.6M
0.9%
8,518,864 +220,540 +2.7% Added
R RYDER SYSTEM INC
$128.6M
0.8%
3,428,026 −191,611 −5.3% Reduced
AMGN AMGEN INC
$126.3M
0.8%
535,571 −564,766 −51.3% Reduced
FTI TECHNIPFMC PLC
$125.7M
0.8%
18,371,705 +6,151,054 +50.3% Added
EXMOC EXXON MOBIL CORP
$121.8M
0.8%
2,722,864 +226,913 +9.1% Added
RDS/A SHELL PLC-SPON ADR-A
$119.9M
0.8%
3,667,604 −214,145 −5.5% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$110.8M
0.7%
6,454,579 −8,642,972 −57.2% Reduced
TEX TEREX CORP
$110.5M
0.7%
5,886,211 +1,257,269 +27.2% Added
BIDU BAIDU INC - SPON ADR
$104.0M
0.7%
867,589 −17,583 −2.0% Reduced
CVE CENOVUS ENERGY INC
$91.9M
0.6%
19,671,196 −2,318,577 −10.5% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$86.0M
0.6%
1,462,708 −373,749 −20.4% Reduced
CI THE CIGNA GROUP
$83.9M
0.5%
447,372 −12,173 −2.6% Reduced
UBS UBS GROUP AG-REG
$83.4M
0.5%
7,228,718 −585,597 −7.5% Reduced
PFE PFIZER INC
$79.3M
0.5%
2,425,518 −722,584 −23.0% Reduced
CVS CVS HEALTH CORP
$72.4M
0.5%
1,114,976 Held
AGREUR AVANGRID INC
$70.1M
0.5%
1,669,119 −1,114,929 −40.0% Reduced
EPAC ENERPAC TOOL GROUP CORP
$70.0M
0.5%
3,975,261 −27,376 −0.7% Reduced
KEY KEYCORP
$68.1M
0.4%
5,591,297 −2,375,206 −29.8% Reduced
OLN OLIN CORP
$67.0M
0.4%
5,827,302 +557,773 +10.6% Added
FITB FIFTH THIRD BANCORP
$66.0M
0.4%
3,423,553 −1,845,698 −35.0% Reduced
WED WEBSTER FINANCIAL CORP
$65.7M
0.4%
2,295,677 +109,403 +5.0% Added
CAR AVIS BUDGET GROUP INC
$65.0M
0.4%
2,840,361 −988,089 −25.8% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$64.0M
0.4%
1,393,379 +78,152 +5.9% Added
RF REGIONS FINANCIAL CORP
$63.2M
0.4%
5,683,885 +201,490 +3.7% Added
JNPR* JUNIPER NETWORKS INC
$62.4M
0.4%
2,728,314 −406,455 −13.0% Reduced
PH PARKER HANNIFIN CORP
$59.8M
0.4%
326,539 −859 −0.3% Reduced
KEL KELLANOVA
$59.7M
0.4%
903,933 −367 −0.0% Reduced
CLSEUR CELESTICA INC
$48.0M
0.3%
7,033,313 +452,236 +6.9% Added
IVZ INVESCO LTD
$45.0M
0.3%
4,177,761 +250,420 +6.4% Added
ETR ENTERGY CORP
$42.1M
0.3%
448,555 +107,302 +31.4% Added
ASB ASSOCIATED BANC-CORP
$41.6M
0.3%
3,038,915 +12,707 +0.4% Added
GTS TRIPLE-S MANAGEMENT CORP
$40.7M
0.3%
2,137,274 −73,899 −3.3% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$40.0M
0.3%
1,620,029 −39,439 −2.4% Reduced
DAN DANA INC
$39.0M
0.3%
3,199,864 −739,557 −18.8% Reduced
SNA SNAP-ON INC
$38.7M
0.3%
279,435 −40,207 −12.6% Reduced
BDC BELDEN INC
$38.4M
0.3%
1,178,905 +313,592 +36.2% Added
MUR MURPHY OIL CORP
$37.0M
0.2%
2,682,302 −780,202 −22.5% Reduced
SCSC SCANSOURCE INC
$36.8M
0.2%
1,526,109 −8,125 −0.5% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$35.5M
0.2%
456,483 −157,189 −25.6% Reduced
IBN ICICI BANK LTD-SPON ADR
$34.4M
0.2%
3,701,508 +866,850 +30.6% Added
TSM TAIWAN SEMICONDUCTOR-SP ADR
$33.6M
0.2%
592,487 −10,400 −1.7% Reduced
TCF TCF FINANCIAL CORP
$32.4M
0.2%
1,100,035 +62,694 +6.0% Added
MPAA MOTORCAR PARTS OF AMERICA IN
$32.3M
0.2%
1,826,118 +2,454 +0.1% Added
HOFT HOOKER FURNISHINGS CORP
$31.7M
0.2%
1,631,489 +10,968 +0.7% Added
TCOM TRIP.COM GROUP LTD-ADR
$31.0M
0.2%
1,196,857 +1,196,857 New
TRS TRIMAS CORP
$31.0M
0.2%
1,293,693 +10,754 +0.8% Added
HOPE HOPE BANCORP INC
$29.1M
0.2%
3,155,172 −39,259 −1.2% Reduced
DOV DOVER CORP
$28.2M
0.2%
291,554 −823 −0.3% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$27.8M
0.2%
799,210 +434,192 +119.0% Added
KKR KKR & CO INC
$26.8M
0.2%
868,564 −4,604,277 −84.1% Reduced
CSCO CISCO SYSTEMS INC
$26.7M
0.2%
573,181 −2,898 −0.5% Reduced
UVSP UNIVEST FINANCIAL CORP
$26.4M
0.2%
1,636,614 +165,812 +11.3% Added
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$25.3M
0.2%
1,894,799 +8,889 +0.5% Added
1RG REV GROUP INC
$24.4M
0.2%
3,997,051 −45,560 −1.1% Reduced
REALOGY HOLDINGS CORP.
$24.4M
0.2%
3,289,353 −14,458 −0.4% Reduced
SMCIUSD SUPER MICRO COMPUTER INC
$23.8M
0.2%
837,298 −666,493 −44.3% Reduced
G GENPACT LTD
$23.7M
0.2%
648,112 −205,445 −24.1% Reduced
VREX VAREX IMAGING CORP
$23.6M
0.2%
1,560,012 +245,265 +18.7% Added
WSFS WSFS FINANCIAL CORP
$23.2M
0.2%
810,036 +13,945 +1.8% Added
ACM AECOM
$23.2M
0.2%
618,033 −667,983 −51.9% Reduced
T AT&T INC
$22.4M
0.1%
741,746 −512,940 −40.9% Reduced
UVV UNIVERSAL CORP/VA
$22.1M
0.1%
520,821 −68,364 −11.6% Reduced
MSM MSC INDUSTRIAL DIRECT CO-A
$22.0M
0.1%
302,690 −119,709 −28.3% Reduced
ARW ARROW ELECTRONICS INC
$21.3M
0.1%
310,345 −65,756 −17.5% Reduced
2676403D NEXTIER OILFIELD SOLUTIONS I
$21.1M
0.1%
8,603,798 −1,117,349 −11.5% Reduced
UMPQUSD UMPQUA HOLDINGS CORP
$20.5M
0.1%
1,925,383 +421,619 +28.0% Added
KBR KBR INC
$20.2M
0.1%
894,708 −406,693 −31.3% Reduced
HIG HARTFORD INSURANCE GROUP INC
$19.5M
0.1%
506,950 Held
DRH DIAMONDROCK HOSPITALITY CO
$18.8M
0.1%
3,403,757 +1,851,885 +119.3% Added
GJB STEELCASE INC-CL A
$18.0M
0.1%
1,495,712 +656,892 +78.3% Added
GL GLOBE LIFE INC
$17.9M
0.1%
241,764 −62,107 −20.4% Reduced
OEC ORION SA
$14.0M
0.1%
1,325,236 +1,325,236 New
VZ VERIZON COMMUNICATIONS INC
$13.3M
0.1%
240,862 −938 −0.4% Reduced
PLTEUR PLANTRONICS INC
$12.7M
0.1%
862,721 −498,266 −36.6% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$12.0M
0.1%
584,769 −3,083 −0.5% Reduced
PKX POSCO HOLDINGS INC -SPON ADR
$11.5M
0.1%
309,995 +16,588 +5.7% Added
CCL1EUR CARNIVAL CORP LTD
$11.3M
0.1%
689,983 −366,318 −34.7% Reduced
THG HANOVER INSURANCE GROUP INC/
$9.9M
0.1%
97,870 −51,586 −34.5% Reduced
COWNEUR COWEN INC - A
$8.7M
0.1%
536,815 +536,815 New
SERVICE PROPERTIES TRUST
$7.6M
0.0%
1,075,989 −293,297 −21.4% Reduced
NSIT INSIGHT ENTERPRISES INC
$5.5M
0.0%
111,934 −21,622 −16.2% Reduced
SYKES ENTERPRISES INCORPORATED
$4.7M
0.0%
171,455 −444,366 −72.2% Reduced
CMA COMERICA INC
$4.6M
0.0%
121,055 Held
SHG SHINHAN FINANCIAL GROUP-ADR
$4.3M
0.0%
176,797 −320 −0.2% Reduced
LUKOY LUKOIL PJSC-SPON ADR
$4.1M
0.0%
55,485 Held
SSNHZ SAMSUNG ELECTR-GDR REG S
$3.8M
0.0%
3,474 Held
HNHAY HON HAI PRECISIO-SP GDR 144A
$3.6M
0.0%
607,573 Held
LNVGY LENOVO GROUP LTD-ADR
$3.3M
0.0%
301,350 −300 −0.1% Reduced
WLMIY WILMAR INTERNATIONAL-UNS ADR
$2.9M
0.0%
97,376 Held
CRPJY CHINA RESOURCES-UNSPON ADR
$2.8M
0.0%
158,337 Held
VALPQ VALARIS PLC
$2.8M
0.0%
4,264,044 Held
OMC OMNICOM GROUP
$2.7M
0.0%
49,499 −1,534,784 −96.9% Reduced
CICHY CHINA CONSTRUCT-UNSPON ADR
$2.5M
0.0%
155,960 Held
30294GBX HYUNDAI MOTOR-GDR
$2.3M
0.0%
57,403 Held
CEZ AS UNSPON ADR
$2.3M
0.0%
211,609 Held
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$2.2M
0.0%
74,104 Held
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR
$2.0M
0.0%
224,410 +55,225 +32.6% Added
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$2.0M
0.0%
671,215 Held
SCBFY STANDARD CHARTERED- UNSP ADR
$1.8M
0.0%
168,472 +766 +0.5% Added
CIG CIA ENERGETICA DE-SPON ADR
$1.7M
0.0%
833,995 +323,500 +63.4% Added
CHLUSD CHINA MOBILE LTD-SPON ADR
$1.7M
0.0%
50,442 −12,800 −20.2% Reduced
GXYYY GALAXY ENTERTAINMEN-UNSP ADR
$1.6M
0.0%
48,401 +48,401 New
KB KB FINANCIAL GROUP INC-ADR
$1.5M
0.0%
53,582 Held
SSL SASOL LTD-SPONSORED ADR
$1.2M
0.0%
149,694 Held
SBKFF STATE BANK OF INDI-GDR REG S
$1.1M
0.0%
48,598 Held
IWD ISHARES RUSSELL 1000 VALUE E
$1.1M
0.0%
9,630 +9,630 New
CDGXY CHINA DONGXIANG GRP-UNSP ADR
$1.0M
0.0%
228,423 Held
GBXXY GRAND BAOXIN AUTO - UNSP ADR
$988K
0.0%
654,468 Held
OTPIY OTP BANK NYRT-144A GDR
$979K
0.0%
56,060 Held
GM GENERAL MOTORS CO
$928K
0.0%
36,662 +36,662 New
BIIB BIOGEN INC
$868K
0.0%
3,243 −43,908 −93.1% Reduced
ABBV ABBVIE INC
$709K
0.0%
7,225 −824 −10.2% Reduced
PM8 PREMIER INC-CLASS A
$704K
0.0%
20,545 +20,545 New
CHKP CHECK POINT SOFTWARE TECH
$692K
0.0%
6,441 +6,441 New
INGR INGREDION INC
$684K
0.0%
8,245 +8,245 New
ALXN ALEXION PHARMACEUTICALS INC
$672K
0.0%
5,985 −1,632 −21.4% Reduced
WBA* WALGREENS BOOTS ALLIANCE INC
$671K
0.0%
15,828 +2,745 +21.0% Added
CHRW C.H. ROBINSON WORLDWIDE INC
$662K
0.0%
8,371 −692 −7.6% Reduced
EXEL EXELIXIS INC
$658K
0.0%
27,728 −8,356 −23.2% Reduced
LMEUR LEGG MASON INC
$640K
0.0%
12,862 +12,862 New
UTHR UNITED THERAPEUTICS CORP
$639K
0.0%
5,278 +5,278 New
SEB SEABOARD CORP
$631K
0.0%
215 +215 New
RNRTY REUNERT LTD-UNSPONSORED ADR
$627K
0.0%
159,600 Held
COR CENCORA INC
$602K
0.0%
5,977 −1,611 −21.2% Reduced
PRGO PERRIGO CO PLC
$591K
0.0%
10,702 +10,702 New
DLTR DOLLAR TREE INC
$577K
0.0%
6,227 +6,227 New
ED CONSOLIDATED EDISON INC
$570K
0.0%
7,927 +7,927 New
DOX AMDOCS LTD
$563K
0.0%
9,243 −2,358 −20.3% Reduced
TSN TYSON FOODS INC-CL A
$560K
0.0%
9,384 +9,384 New
JAZZ JAZZ PHARMACEUTICALS PLC
$540K
0.0%
4,897 −1,201 −19.7% Reduced
ITRN ITURAN LOCATION AND CONTROL
$228K
0.0%
14,252 +14,252 New
HNHPF HON HAI PRECISION-GDR REG S
$127K
0.0%
21,248 +1,000 +4.9% Added
AMKBY A P MOLLER-MAERSK-B-UNSP ADR
$102K
0.0%
17,609 Held

Sold positions

14 closed in Q2 2020 · shares & value as of prior filing
Holding Shares sold Prior value
ALL ALLSTATE CORP
243,501 $22.3M
WMT WALMART INC
154,712 $17.6M
JBL JABIL INC
350,690 $8.6M
WTW WILLIS TOWERS WATSON PLC
46,485 $7.9M
APOEUR APOLLO ASSET MANAGEMENT INC
170,561 $5.7M
MRK MERCK & CO. INC.
25,598 $2.0M
CSUAY CHINA SHENHUA-UNSPON ADR
107,227 $802K
RNR RENAISSANCERE HOLDINGS LTD
4,375 $653K
MMS MAXIMUS INC
10,861 $632K
FOXA FOX CORP - CLASS A
26,109 $617K
NWSA NEWS CORP - CLASS A
61,411 $551K
RHI ROBERT HALF INC
14,398 $544K
ZION ZIONS BANCORP NA
18,829 $504K
CMI CUMMINS INC
2,469 $334K

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.