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Overview/ Pzena Investment Management LLC/ Q2 2021

Pzena Investment Management LLC

Richard Pzena · As of Q2 2021 · filed Aug 6, 2021

Q2 2021

Holdings

165 positions · Δ vs prior quarter
GENERAL ELECTRIC COMPANY
$1.09B
4.2%
81,072,487 −3,923,811 −4.6% Reduced
HAL HALLIBURTON CO
$889.4M
3.5%
38,467,020 +2,675,519 +7.5% Added
WFC WELLS FARGO & CO
$877.5M
3.4%
19,374,913 −801,245 −4.0% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$870.1M
3.4%
18,278,986 +548,594 +3.1% Added
WAB WABTEC CORP
$854.4M
3.3%
10,381,826 +2,160,850 +26.3% Added
EIX EDISON INTERNATIONAL
$850.7M
3.3%
14,712,945 +1,425,859 +10.7% Added
LEA LEAR CORP
$845.7M
3.3%
4,824,770 +175,030 +3.8% Added
PVH PVH CORP
$835.8M
3.3%
7,768,634 +618,798 +8.7% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$835.7M
3.3%
12,066,171 +1,872,844 +18.4% Added
C CITIGROUP INC
$722.6M
2.8%
10,213,978 +554,290 +5.7% Added
COF CAPITAL ONE FINANCIAL CORP
$699.6M
2.7%
4,522,626 −896,399 −16.5% Reduced
NWL NEWELL BRANDS INC
$685.7M
2.7%
24,961,942 +610,818 +2.5% Added
HPE HEWLETT PACKARD ENTERPRISE
$631.9M
2.5%
43,342,712 +370,122 +0.9% Added
NOV NOV INC
$629.5M
2.4%
41,092,801 +1,570,819 +4.0% Added
EQH EQUITABLE HOLDINGS INC
$621.3M
2.4%
20,404,949 +351,283 +1.8% Added
MCK MCKESSON CORP
$609.9M
2.4%
3,189,280 +138,670 +4.5% Added
NRG NRG ENERGY INC
$573.1M
2.2%
14,220,693 +4,914,254 +52.8% Added
BKR BAKER HUGHES CO
$542.9M
2.1%
23,736,411 +1,310,215 +5.8% Added
TXT TEXTRON INC
$533.4M
2.1%
7,756,272 −287,273 −3.6% Reduced
AVT AVNET INC
$501.3M
2.0%
12,508,124 +162,295 +1.3% Added
GIL GILDAN ACTIVEWEAR INC
$455.8M
1.8%
12,346,843 −634,173 −4.9% Reduced
BAC BANK OF AMERICA CORP
$418.6M
1.6%
10,152,918 −481,379 −4.5% Reduced
F FORD MOTOR CO
$410.3M
1.6%
27,609,624 −5,087,111 −15.6% Reduced
DOX AMDOCS LTD
$406.6M
1.6%
5,255,314 +786,825 +17.6% Added
EXMOC EXXON MOBIL CORP
$354.1M
1.4%
5,612,945 +1,753,398 +45.4% Added
AXS AXIS CAPITAL HOLDINGS LTD
$341.0M
1.3%
6,958,035 −52,322 −0.7% Reduced
DOW DOW INC
$336.3M
1.3%
5,314,905 −106,217 −2.0% Reduced
MET METLIFE INC
$315.7M
1.2%
5,275,480 +102,108 +2.0% Added
MHK MOHAWK INDUSTRIES INC
$308.9M
1.2%
1,607,169 −77,035 −4.6% Reduced
VOYA VOYA FINANCIAL INC
$290.7M
1.1%
4,726,483 +24,799 +0.5% Added
GS GOLDMAN SACHS GROUP INC
$269.7M
1.0%
710,687 −21,301 −2.9% Reduced
JPM JPMORGAN CHASE & CO
$261.9M
1.0%
1,683,814 +8,103 +0.5% Added
ORCL ORACLE CORP
$256.2M
1.0%
3,291,492 +99,257 +3.1% Added
SKAA SKECHERS USA INC-CL A
$254.2M
1.0%
5,102,070 +1,210,729 +31.1% Added
MS MORGAN STANLEY
$220.9M
0.9%
2,409,278 −909,720 −27.4% Reduced
TCOM TRIP.COM GROUP LTD-ADR
$217.3M
0.8%
6,128,164 +137,898 +2.3% Added
SWK STANLEY BLACK & DECKER INC
$211.6M
0.8%
1,032,209 +12,931 +1.3% Added
FTI TECHNIPFMC PLC
$203.8M
0.8%
22,518,461 −451,375 −2.0% Reduced
OLN OLIN CORP
$184.8M
0.7%
3,995,174 −691,617 −14.8% Reduced
RDS/A SHELL PLC-SPON ADR-A
$181.7M
0.7%
4,498,278 +143,192 +3.3% Added
JELD JELD-WEN HOLDING INC
$172.1M
0.7%
6,552,631 +1,049,046 +19.1% Added
CAH CARDINAL HEALTH INC
$169.1M
0.7%
2,962,803 −14,090 −0.5% Reduced
CNO CNO FINANCIAL GROUP INC
$166.0M
0.6%
7,028,325 −325,175 −4.4% Reduced
BIDU BAIDU INC - SPON ADR
$164.2M
0.6%
805,255 −710 −0.1% Reduced
R RYDER SYSTEM INC
$163.7M
0.6%
2,201,678 −508,682 −18.8% Reduced
TEX TEREX CORP
$159.7M
0.6%
3,353,597 −230,450 −6.4% Reduced
AMGN AMGEN INC
$146.5M
0.6%
600,920 +55,824 +10.2% Added
FLEX FLEX LTD
$141.2M
0.5%
7,904,128 +80,837 +1.0% Added
CVE CENOVUS ENERGY INC
$126.4M
0.5%
13,198,348 −3,202,824 −19.5% Reduced
WED WEBSTER FINANCIAL CORP
$120.7M
0.5%
2,262,221 −142,764 −5.9% Reduced
PFE PFIZER INC
$118.2M
0.5%
3,018,130 +118,931 +4.1% Added
CI THE CIGNA GROUP
$105.8M
0.4%
446,190 +12,604 +2.9% Added
BKNG BOOKING HOLDINGS INC
$104.6M
0.4%
47,806 −157 −0.3% Reduced
EPAC ENERPAC TOOL GROUP CORP
$104.1M
0.4%
3,912,433 −353,855 −8.3% Reduced
BDC BELDEN INC
$103.2M
0.4%
2,041,486 −205,712 −9.2% Reduced
CVS CVS HEALTH CORP
$103.1M
0.4%
1,235,580 +527 +0.0% Added
UBS UBS GROUP AG-REG
$99.9M
0.4%
6,509,661 +274,382 +4.4% Added
BMY BRISTOL-MYERS SQUIBB CO
$97.6M
0.4%
1,459,923 −1,369 −0.1% Reduced
GJB STEELCASE INC-CL A
$88.6M
0.3%
5,863,043 +41,437 +0.7% Added
JNPR* JUNIPER NETWORKS INC
$78.7M
0.3%
2,877,742 −6,945 −0.2% Reduced
RF REGIONS FINANCIAL CORP
$77.3M
0.3%
3,832,646 Held
PKX POSCO HOLDINGS INC -SPON ADR
$76.2M
0.3%
992,644 −33,765 −3.3% Reduced
IVZ INVESCO LTD
$73.1M
0.3%
2,734,970 −1,032 −0.0% Reduced
KEY KEYCORP
$73.0M
0.3%
3,535,563 Held
DAN DANA INC
$72.1M
0.3%
3,033,836 −344,975 −10.2% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$71.0M
0.3%
834,603 −27,173 −3.2% Reduced
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$70.7M
0.3%
3,565,899 −293,061 −7.6% Reduced
ASB ASSOCIATED BANC-CORP
$70.4M
0.3%
3,439,411 −308,099 −8.2% Reduced
MTZ MASTEC INC
$70.1M
0.3%
660,835 −279,391 −29.7% Reduced
CLSEUR CELESTICA INC
$68.9M
0.3%
8,772,216 −305,170 −3.4% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$67.0M
0.3%
2,071,530 −186,974 −8.3% Reduced
MUR MURPHY OIL CORP
$66.1M
0.3%
2,838,342 −354,963 −11.1% Reduced
FITB FIFTH THIRD BANCORP
$65.6M
0.3%
1,716,683 Held
1RG REV GROUP INC
$58.5M
0.2%
3,725,976 −564,037 −13.1% Reduced
RGA REINSURANCE GROUP OF AMERICA
$54.1M
0.2%
474,928 +32,224 +7.3% Added
UMPQUSD UMPQUA HOLDINGS CORP
$50.0M
0.2%
2,711,189 −232,985 −7.9% Reduced
HOPE HOPE BANCORP INC
$49.9M
0.2%
3,517,815 −454,491 −11.4% Reduced
SMCIUSD SUPER MICRO COMPUTER INC
$49.6M
0.2%
1,410,241 +166,410 +13.4% Added
TBI TRUEBLUE INC
$49.2M
0.2%
1,748,669 +48,610 +2.9% Added
UVV UNIVERSAL CORP/VA
$48.5M
0.2%
850,482 −13,098 −1.5% Reduced
HBAN HUNTINGTON BANCSHARES INC
$48.1M
0.2%
3,368,123 +3,368,123 New
OEC ORION SA
$48.0M
0.2%
2,526,068 +27,240 +1.1% Added
GAP GAP INC
$47.2M
0.2%
1,404,059 −228,612 −14.0% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$47.0M
0.2%
907,601 −70,907 −7.2% Reduced
THNPY TECHNIP ENERGIES ADR - SPON
$46.1M
0.2%
3,378,990 −943,026 −21.8% Reduced
2676403D NEXTIER OILFIELD SOLUTIONS I
$45.9M
0.2%
9,642,769 −1,380,941 −12.5% Reduced
HOFT HOOKER FURNISHINGS CORP
$45.3M
0.2%
1,307,923 −217,429 −14.3% Reduced
UVSP UNIVEST FINANCIAL CORP
$45.2M
0.2%
1,715,607 −206,589 −10.7% Reduced
SCSC SCANSOURCE INC
$45.0M
0.2%
1,599,151 −126,159 −7.3% Reduced
TRS TRIMAS CORP
$44.8M
0.2%
1,477,775 −87,664 −5.6% Reduced
MOG/A MOOG INC-CLASS A
$44.5M
0.2%
529,441 −42,890 −7.5% Reduced
GTS TRIPLE-S MANAGEMENT CORP
$44.3M
0.2%
1,988,199 −222,536 −10.1% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$41.1M
0.2%
341,635 −25,308 −6.9% Reduced
VREX VAREX IMAGING CORP
$39.9M
0.2%
1,487,184 −170,853 −10.3% Reduced
MPAA MOTORCAR PARTS OF AMERICA IN
$39.6M
0.2%
1,763,614 −204,877 −10.4% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$36.4M
0.1%
3,756,979 −310,628 −7.6% Reduced
PAHC PHIBRO ANIMAL HEALTH CORP-A
$36.4M
0.1%
1,259,412 +387,788 +44.5% Added
IPG INTERPUBLIC GROUP OF COS INC
$36.2M
0.1%
1,114,351 +15,624 +1.4% Added
IBN ICICI BANK LTD-SPON ADR
$36.1M
0.1%
2,110,323 −344,071 −14.0% Reduced
KEL KELLANOVA
$35.3M
0.1%
548,750 −34,984 −6.0% Reduced
DOV DOVER CORP
$33.7M
0.1%
223,767 −64,974 −22.5% Reduced
WSFS WSFS FINANCIAL CORP
$31.7M
0.1%
680,764 −37,827 −5.3% Reduced
HIG HARTFORD INSURANCE GROUP INC
$30.9M
0.1%
499,303 −7,647 −1.5% Reduced
CSCO CISCO SYSTEMS INC
$30.5M
0.1%
574,762 +2,813 +0.5% Added
ARW ARROW ELECTRONICS INC
$26.6M
0.1%
233,933 Held
37M MRC GLOBAL INC
$25.8M
0.1%
2,742,581 +829,066 +43.3% Added
SHG SHINHAN FINANCIAL GROUP-ADR
$24.5M
0.1%
682,577 −3,560 −0.5% Reduced
MSM MSC INDUSTRIAL DIRECT CO-A
$23.5M
0.1%
261,615 Held
GL GLOBE LIFE INC
$23.0M
0.1%
241,764 Held
G GENPACT LTD
$23.0M
0.1%
505,955 Held
ETR ENTERGY CORP
$19.0M
0.1%
190,579 −116 −0.1% Reduced
ABEV AMBEV SA-ADR
$18.4M
0.1%
5,337,862 +3,205,694 +150.3% Added
KBR KBR INC
$16.4M
0.1%
429,608 −326,260 −43.2% Reduced
THG HANOVER INSURANCE GROUP INC/
$13.3M
0.1%
97,804 Held
VZ VERIZON COMMUNICATIONS INC
$12.9M
0.1%
230,471 −10,076 −4.2% Reduced
SNA SNAP-ON INC
$12.6M
0.0%
56,373 −29 −0.1% Reduced
LUKOY LUKOIL PJSC-SPON ADR
$5.7M
0.0%
62,033 −21,901 −26.1% Reduced
SSNHZ SAMSUNG ELECTR-GDR REG S
$4.8M
0.0%
2,652 −822 −23.7% Reduced
HNHAY HON HAI PRECISIO-SP GDR 144A
$4.5M
0.0%
554,073 −119,500 −17.7% Reduced
GXYYY GALAXY ENTERTAINMEN-UNSP ADR
$4.1M
0.0%
101,459 +7,600 +8.1% Added
CIG CIA ENERGETICA DE-SPON ADR
$3.9M
0.0%
1,639,365 +161,866 +11.0% Added
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$3.6M
0.0%
449,465 −221,750 −33.0% Reduced
30294GBX HYUNDAI MOTOR-GDR
$2.9M
0.0%
26,847 Held
SCBFY STANDARD CHARTERED- UNSP ADR
$2.8M
0.0%
216,586 −4,439 −2.0% Reduced
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR
$2.6M
0.0%
209,352 −16,036 −7.1% Reduced
CEZ AS UNSPON ADR
$2.6M
0.0%
174,145 −38,250 −18.0% Reduced
WLMIY WILMAR INTERNATIONAL-UNS ADR
$2.6M
0.0%
76,944 −1,990 −2.5% Reduced
LNVGY LENOVO GROUP LTD-ADR
$2.5M
0.0%
107,424 −11,042 −9.3% Reduced
SSL SASOL LTD-SPONSORED ADR
$2.3M
0.0%
153,043 Held
CICHY CHINA CONSTRUCT-UNSPON ADR
$1.9M
0.0%
123,360 −32,600 −20.9% Reduced
KB KB FINANCIAL GROUP INC-ADR
$1.7M
0.0%
33,522 −19,910 −37.3% Reduced
OTPIY OTP BANK NYRT-144A GDR
$1.6M
0.0%
58,286 Held
VTKLY VTECH HOLDINGS LTD-UNSP ADR
$1.5M
0.0%
139,730 +139,730 New
ITUB ITAU UNIBANCO H-SPON PRF ADR
$1.3M
0.0%
224,429 −22,332 −9.1% Reduced
CRPJY CHINA RESOURCES-UNSPON ADR
$1.2M
0.0%
59,743 −96,000 −61.6% Reduced
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$1.1M
0.0%
25,144 −2,640 −9.5% Reduced
RNRTY REUNERT LTD-UNSPONSORED ADR
$909K
0.0%
127,975 −31,625 −19.8% Reduced
ALXN ALEXION PHARMACEUTICALS INC
$630K
0.0%
3,430 −795 −18.8% Reduced
REGN REGENERON PHARMACEUTICALS
$622K
0.0%
1,114 −141 −11.2% Reduced
TMUS T-MOBILE US INC
$612K
0.0%
4,228 −1,311 −23.7% Reduced
UNH UNITEDHEALTH GROUP INC
$601K
0.0%
1,500 −35 −2.3% Reduced
MRK MERCK & CO. INC.
$593K
0.0%
7,619 −927 −10.8% Reduced
ITRN ITURAN LOCATION AND CONTROL
$585K
0.0%
21,474 +3,766 +21.3% Added
CHKP CHECK POINT SOFTWARE TECH
$584K
0.0%
5,030 −926 −15.5% Reduced
COR CENCORA INC
$571K
0.0%
4,988 −725 −12.7% Reduced
PRAH PRA HEALTH SCIENCES INC
$558K
0.0%
3,378 +3,378 New
ZD ZIFF DAVIS INC
$516K
0.0%
3,748 −781 −17.2% Reduced
META META PLATFORMS INC-CLASS A
$509K
0.0%
1,463 −486 −24.9% Reduced
RVTY REVVITY INC
$500K
0.0%
3,235 −238 −6.9% Reduced
CHRW C.H. ROBINSON WORLDWIDE INC
$491K
0.0%
5,244 −647 −11.0% Reduced
INTC INTEL CORP
$489K
0.0%
8,707 +2,042 +30.6% Added
SSNC SS&C TECHNOLOGIES HOLDINGS
$474K
0.0%
6,572 +6,572 New
P EVERPURE INC-A
$449K
0.0%
23,003 +23,003 New
MMS MAXIMUS INC
$446K
0.0%
5,066 −458 −8.3% Reduced
QRVO QORVO INC
$444K
0.0%
2,268 +2,268 New
SWIUSD SOLARWINDS CORP
$425K
0.0%
25,149 −5,738 −18.6% Reduced
GBXXY GRAND BAOXIN AUTO - UNSP ADR
$421K
0.0%
251,250 −403,218 −61.6% Reduced
UTHR UNITED THERAPEUTICS CORP
$412K
0.0%
2,296 +2,296 New
DLTR DOLLAR TREE INC
$316K
0.0%
3,176 −2,155 −40.4% Reduced
GILD GILEAD SCIENCES INC
$305K
0.0%
4,424 −5,881 −57.1% Reduced
KR KROGER CO
$288K
0.0%
7,506 −12,542 −62.6% Reduced
JAZZ JAZZ PHARMACEUTICALS PLC
$275K
0.0%
1,546 +1,546 New
INGR INGREDION INC
$245K
0.0%
2,707 −1,154 −29.9% Reduced
HNHPF HON HAI PRECISION-GDR REG S
$188K
0.0%
23,319 −3,000 −11.4% Reduced
NOK NOKIA CORP-SPON ADR
$86K
0.0%
16,255 +16,255 New

Sold positions

14 closed in Q2 2021 · shares & value as of prior filing
Holding Shares sold Prior value
VTRS VIATRIS INC
11,467,520 $160.2M
TCF TCF FINANCIAL CORP
1,247,486 $58.0M
CAR AVIS BUDGET GROUP INC
385,619 $28.0M
ACM AECOM
419,152 $26.9M
PLTEUR PLANTRONICS INC
168,305 $6.5M
COWNEUR COWEN INC - A
68,810 $2.4M
SJM JM SMUCKER CO
5,733 $725K
ABBV ABBVIE INC
6,344 $687K
WBA* WALGREENS BOOTS ALLIANCE INC
9,899 $543K
MRNA MODERNA INC
3,775 $494K
DISCAUSD DISCOVERY INC - A
10,476 $455K
CDGXY CHINA DONGXIANG GRP-UNSP ADR
62,820 $364K
TSN TYSON FOODS INC-CL A
4,301 $320K
SIRIEUR SIRIUS XM HOLDINGS INC
10,873 $66K

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.