whalepapers
Overview/ Pzena Investment Management LLC/ Q2 2023

Pzena Investment Management LLC

Richard Pzena · As of Q2 2023 · filed Aug 4, 2023

Q2 2023

Holdings

161 positions · Δ vs prior quarter
CTSH COGNIZANT TECH SOLUTIONS-A
$1.15B
4.9%
17,647,121 −10,295 −0.1% Reduced
LEA LEAR CORP
$945.0M
4.0%
6,582,839 −159,961 −2.4% Reduced
EIX EDISON INTERNATIONAL
$911.2M
3.9%
13,119,628 −874,514 −6.2% Reduced
SSNC SS&C TECHNOLOGIES HOLDINGS
$850.3M
3.6%
14,031,514 +48,859 +0.3% Added
WAB WABTEC CORP
$829.1M
3.5%
7,560,248 −173,226 −2.2% Reduced
DOW DOW INC
$792.7M
3.4%
14,883,954 −17,255 −0.1% Reduced
COF CAPITAL ONE FINANCIAL CORP
$770.1M
3.3%
7,041,191 +48,189 +0.7% Added
WFC WELLS FARGO & CO
$765.4M
3.3%
17,933,758 −629,968 −3.4% Reduced
C CITIGROUP INC
$743.1M
3.2%
16,140,478 −280,483 −1.7% Reduced
GE GENERAL ELECTRIC
$735.7M
3.1%
6,697,314 −5,390,792 −44.6% Reduced
EQH EQUITABLE HOLDINGS INC
$664.1M
2.8%
24,452,076 +971,884 +4.1% Added
PVH PVH CORP
$591.8M
2.5%
6,964,608 −260,366 −3.6% Reduced
NOV NOV INC
$590.1M
2.5%
36,790,723 +7,259,286 +24.6% Added
DOX AMDOCS LTD
$457.0M
1.9%
4,623,123 −153,021 −3.2% Reduced
NWL NEWELL BRANDS INC
$456.1M
1.9%
52,422,875 +1,617,796 +3.2% Added
CHTR CHARTER COMMUNICATIONS INC-A
$443.0M
1.9%
1,205,824 +617,287 +104.9% Added
AVT AVNET INC
$438.3M
1.9%
8,688,026 −461,784 −5.0% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$435.4M
1.9%
7,567,761 −1,952,495 −20.5% Reduced
BAC BANK OF AMERICA CORP
$433.1M
1.8%
15,094,260 +5,529,194 +57.8% Added
FMS FRESENIUS MEDICAL CARE-ADR
$399.0M
1.7%
16,672,581 −3,352,497 −16.7% Reduced
MGA MAGNA INTERNATIONAL INC
$350.0M
1.5%
6,201,580 +1,653,111 +36.3% Added
GIL GILDAN ACTIVEWEAR INC
$349.1M
1.5%
10,827,937 −315,462 −2.8% Reduced
TEL1USD TE CONNECTIVITY LTD
$327.0M
1.4%
2,333,097 +503,461 +27.5% Added
BKNG BOOKING HOLDINGS INC
$312.9M
1.3%
115,869 −30,504 −20.8% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$276.7M
1.2%
4,327,569 −184,216 −4.1% Reduced
VOYA VOYA FINANCIAL INC
$273.7M
1.2%
3,816,407 −96,371 −2.5% Reduced
MCK MCKESSON CORP
$264.0M
1.1%
617,851 −24,998 −3.9% Reduced
MET METLIFE INC
$262.0M
1.1%
4,634,543 +452,240 +10.8% Added
JPM JPMORGAN CHASE & CO
$261.6M
1.1%
1,798,712 −59,640 −3.2% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$253.2M
1.1%
4,703,828 −424,881 −8.3% Reduced
HAL HALLIBURTON CO
$244.4M
1.0%
7,407,122 +248,000 +3.5% Added
MDT MEDTRONIC PLC
$237.3M
1.0%
2,693,183 +1,519,728 +129.5% Added
SHEL SHELL PLC-ADR
$234.2M
1.0%
3,878,156 +1,400,724 +56.5% Added
TCOM TRIP.COM GROUP LTD-ADR
$230.1M
1.0%
6,573,309 −1,315,706 −16.7% Reduced
ORCL ORACLE CORP
$223.9M
1.0%
1,879,967 −159,548 −7.8% Reduced
SKAA SKECHERS USA INC-CL A
$209.7M
0.9%
3,982,377 −2,213,781 −35.7% Reduced
GEHC GE HEALTHCARE TECHNOLOGY
$209.0M
0.9%
2,573,162 −1,052,693 −29.0% Reduced
MHK MOHAWK INDUSTRIES INC
$207.7M
0.9%
2,013,534 −14,593 −0.7% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$185.8M
0.8%
11,062,464 −2,020,879 −15.4% Reduced
CAH CARDINAL HEALTH INC
$178.4M
0.8%
1,886,489 −226,553 −10.7% Reduced
CNO CNO FINANCIAL GROUP INC
$172.5M
0.7%
7,286,510 −208,605 −2.8% Reduced
GS GOLDMAN SACHS GROUP INC
$161.0M
0.7%
499,119 −15,263 −3.0% Reduced
CI THE CIGNA GROUP
$157.1M
0.7%
559,843 −4,487 −0.8% Reduced
BAP CREDICORP LTD
$135.8M
0.6%
919,653 +141,169 +18.1% Added
JELD JELD-WEN HOLDING INC
$134.1M
0.6%
7,647,393 −514,297 −6.3% Reduced
TEX TEREX CORP
$131.5M
0.6%
2,197,609 −821,549 −27.2% Reduced
OLN OLIN CORP
$130.7M
0.6%
2,543,608 +39,934 +1.6% Added
UBS UBS GROUP AG-REG
$124.5M
0.5%
6,140,954 +2,352,289 +62.1% Added
AXTA AXALTA COATING SYSTEMS LTD
$123.1M
0.5%
3,751,956 −672,295 −15.2% Reduced
AMGN AMGEN INC
$112.2M
0.5%
505,353 −11,895 −2.3% Reduced
JNJ JOHNSON & JOHNSON
$105.0M
0.4%
634,340 +46 +0.0% Added
PFE PFIZER INC
$99.9M
0.4%
2,724,611 −17,238 −0.6% Reduced
EXMOC EXXON MOBIL CORP
$97.1M
0.4%
905,095 Held
GAP GAP INC
$90.8M
0.4%
10,165,235 −478,411 −4.5% Reduced
FLEX FLEX LTD
$87.4M
0.4%
3,160,548 −30,654 −1.0% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$86.8M
0.4%
1,112,156 +170,639 +18.1% Added
ELV ELEVANCE HEALTH INC
$85.7M
0.4%
192,828 +965 +0.5% Added
DAN DANA INC
$84.0M
0.4%
4,941,202 −91,406 −1.8% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$82.4M
0.4%
804,437 −29,787 −3.6% Reduced
WED WEBSTER FINANCIAL CORP
$78.5M
0.3%
2,078,417 −30,595 −1.5% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$76.8M
0.3%
760,562 −38,534 −4.8% Reduced
GJB STEELCASE INC-CL A
$76.5M
0.3%
9,925,860 −145,051 −1.4% Reduced
GD GENERAL DYNAMICS CORP
$74.2M
0.3%
344,778 Held
37M MRC GLOBAL INC
$72.1M
0.3%
7,162,327 +1,316,927 +22.5% Added
DRH DIAMONDROCK HOSPITALITY CO
$71.4M
0.3%
8,909,183 +2,766,782 +45.0% Added
AYI ACUITY INC
$70.7M
0.3%
433,536 +229,495 +112.5% Added
CLSEUR CELESTICA INC
$69.1M
0.3%
4,763,864 −1,062,430 −18.2% Reduced
REZI RESIDEO TECHNOLOGIES INC
$68.8M
0.3%
3,893,972 +3,049,329 +361.0% Added
BDC BELDEN INC
$66.4M
0.3%
694,700 −139,978 −16.8% Reduced
OEC ORION SA
$66.1M
0.3%
3,112,989 −456,423 −12.8% Reduced
TRS TRIMAS CORP
$66.1M
0.3%
2,402,742 −85,582 −3.4% Reduced
MS MORGAN STANLEY
$64.1M
0.3%
750,196 −4,260 −0.6% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$60.7M
0.3%
1,165,769 −51,273 −4.2% Reduced
CBRE CBRE GROUP INC - A
$54.3M
0.2%
673,274 +32 +0.0% Added
ONB OLD NATIONAL BANCORP
$53.5M
0.2%
3,836,754 −109,476 −2.8% Reduced
AMERICAN WOODMARK CORPORATION
$53.2M
0.2%
697,198 −224,890 −24.4% Reduced
GL GLOBE LIFE INC
$52.8M
0.2%
481,479 +11,686 +2.5% Added
JNPR* JUNIPER NETWORKS INC
$50.9M
0.2%
1,624,538 Held
FBIN FORTUNE BRANDS INNOVATIONS I
$50.8M
0.2%
705,504 −69,283 −8.9% Reduced
USNA USANA HEALTH SCIENCES INC
$49.8M
0.2%
790,045 −28,339 −3.5% Reduced
SCSC SCANSOURCE INC
$49.8M
0.2%
1,683,327 −50,703 −2.9% Reduced
GMS1EUR GMS INC
$48.5M
0.2%
701,121 −244,300 −25.8% Reduced
ASB ASSOCIATED BANC-CORP
$47.9M
0.2%
2,950,481 −27,369 −0.9% Reduced
ADNT ADIENT PLC
$47.4M
0.2%
1,237,568 −30,807 −2.4% Reduced
UVV UNIVERSAL CORP/VA
$46.9M
0.2%
938,871 −19,162 −2.0% Reduced
ABEV AMBEV SA-ADR
$46.8M
0.2%
14,706,081 −1,472,512 −9.1% Reduced
RGA REINSURANCE GROUP OF AMERICA
$46.6M
0.2%
336,086 −44,811 −11.8% Reduced
1RG REV GROUP INC
$46.2M
0.2%
3,484,039 −164,104 −4.5% Reduced
IVZ INVESCO LTD
$45.2M
0.2%
2,686,063 +11,701 +0.4% Added
MSM MSC INDUSTRIAL DIRECT CO-A
$44.0M
0.2%
461,966 +4,316 +0.9% Added
TBI TRUEBLUE INC
$43.1M
0.2%
2,433,333 −141,314 −5.5% Reduced
MBC MASTERBRAND INC
$42.5M
0.2%
3,651,182 −115,545 −3.1% Reduced
RF REGIONS FINANCIAL CORP
$42.4M
0.2%
2,378,399 −19,571 −0.8% Reduced
HSIC HENRY SCHEIN INC
$40.3M
0.2%
496,972 +1,486 +0.3% Added
FNF FIDELITY NATIONAL FINANCIAL
$39.7M
0.2%
1,104,129 −86,812 −7.3% Reduced
WSFS WSFS FINANCIAL CORP
$39.4M
0.2%
1,044,970 −6,377 −0.6% Reduced
COLB COLUMBIA BANKING SYSTEM INC
$38.2M
0.2%
1,886,045 +5,682 +0.3% Added
FITB FIFTH THIRD BANCORP
$35.7M
0.2%
1,361,303 +7,844 +0.6% Added
BIDU BAIDU INC - SPON ADR
$34.2M
0.1%
249,450 +2,879 +1.2% Added
ARW ARROW ELECTRONICS INC
$33.9M
0.1%
236,971 +3,447 +1.5% Added
EPAC ENERPAC TOOL GROUP CORP
$31.7M
0.1%
1,175,581 −1,296,397 −52.4% Reduced
CSCO CISCO SYSTEMS INC
$30.5M
0.1%
589,515 +4,738 +0.8% Added
AGIIGBP ARGO GROUP INTERNATIONAL
$30.0M
0.1%
1,013,061 −638,260 −38.7% Reduced
PAHC PHIBRO ANIMAL HEALTH CORP-A
$28.4M
0.1%
2,070,549 −94,651 −4.4% Reduced
HOFT HOOKER FURNISHINGS CORP
$28.0M
0.1%
1,499,762 −39,887 −2.6% Reduced
UVSP UNIVEST FINANCIAL CORP
$27.8M
0.1%
1,537,767 −23,479 −1.5% Reduced
IBN ICICI BANK LTD-SPON ADR
$27.4M
0.1%
1,185,337 −189,083 −13.8% Reduced
VREX VAREX IMAGING CORP
$26.3M
0.1%
1,115,429 −24,801 −2.2% Reduced
LDOS LEIDOS HOLDINGS INC
$26.3M
0.1%
296,813 +296,813 New
MTZ MASTEC INC
$23.8M
0.1%
201,777 −347,801 −63.3% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$22.3M
0.1%
857,547 −31,682 −3.6% Reduced
KOP KOPPERS HOLDINGS INC
$19.3M
0.1%
565,770 −11,541 −2.0% Reduced
TILE INTERFACE INC
$19.2M
0.1%
2,187,623 +2,187,623 New
G GENPACT LTD
$19.0M
0.1%
505,310 +136 +0.0% Added
BFH BREAD FINANCIAL HOLDINGS INC
$18.9M
0.1%
601,637 +601,637 New
CMA COMERICA INC
$18.4M
0.1%
433,997 +9,391 +2.2% Added
HOPE HOPE BANCORP INC
$17.0M
0.1%
2,021,803 −450,815 −18.2% Reduced
MDU MDU RESOURCES GROUP INC
$16.7M
0.1%
795,335 +13,440 +1.7% Added
SYU1 SYNOVUS FINANCIAL CORP
$16.4M
0.1%
543,498 +328,033 +152.2% Added
SNA SNAP-ON INC
$16.2M
0.1%
56,187 Held
KEY KEYCORP
$16.0M
0.1%
1,729,986 +10,376 +0.6% Added
ETR ENTERGY CORP
$10.8M
0.0%
110,648 +78 +0.1% Added
KNF KNIFE RIVER CORP
$8.6M
0.0%
198,832 +198,832 New
VZ VERIZON COMMUNICATIONS INC
$8.6M
0.0%
230,539 Held
CIG CIA ENERGETICA DE-SPON ADR
$4.6M
0.0%
1,745,696 −32,915 −1.9% Reduced
SCBFY STANDARD CHARTERED- UNSP ADR
$4.2M
0.0%
242,954 −2,711 −1.1% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$3.6M
0.0%
42,741 −993 −2.3% Reduced
SSL SASOL LTD-SPONSORED ADR
$3.0M
0.0%
245,111 −4,215 −1.7% Reduced
PKX POSCO HOLDINGS INC -SPON ADR
$2.8M
0.0%
37,667 −15,248 −28.8% Reduced
WLMIY WILMAR INTERNATIONAL-UNS ADR
$2.5M
0.0%
87,882 +1,720 +2.0% Added
PBR/A PETROLEO BRASIL-SP PREF ADR
$1.9M
0.0%
156,509 −2,689 −1.7% Reduced
ITUB ITAU UNIBANCO H-SPON PRF ADR
$1.7M
0.0%
285,037 −5,589 −1.9% Reduced
NATURA & CO HOLDING SA SPON ADR
$1.6M
0.0%
233,434 +233,434 New
NOK NOKIA CORP-SPON ADR
$1.3M
0.0%
314,083 +26,117 +9.1% Added
KB KB FINANCIAL GROUP INC-ADR
$1.2M
0.0%
34,241 −671 −1.9% Reduced
PHG KONINKLIJKE PHILIPS NVR- NY
$828K
0.0%
38,189 +38,189 New
BCS BARCLAYS PLC-SPONS ADR
$816K
0.0%
103,849 Held
HSBC HSBC HOLDINGS PLC-SPONS ADR
$786K
0.0%
19,835 Held
ING ING GROEP N.V.-SPONSORED ADR
$782K
0.0%
58,060 Held
JLL JONES LANG LASALLE INC
$721K
0.0%
4,630 +4,630 New
MT ARCELORMITTAL-NY REGISTERED
$685K
0.0%
25,051 Held
ITRN ITURAN LOCATION AND CONTROL
$595K
0.0%
25,488 −2,509 −9.0% Reduced
INGR INGREDION INC
$474K
0.0%
4,472 −581 −11.5% Reduced
BIIB BIOGEN INC
$461K
0.0%
1,618 +1,618 New
GILD GILEAD SCIENCES INC
$458K
0.0%
5,945 +2,351 +65.4% Added
UTHR UNITED THERAPEUTICS CORP
$458K
0.0%
2,074 +369 +21.6% Added
TRV TRAVELERS COS INC
$456K
0.0%
2,626 Held
TMUS T-MOBILE US INC
$450K
0.0%
3,238 −280 −8.0% Reduced
EXEL EXELIXIS INC
$350K
0.0%
18,316 −10,695 −36.9% Reduced
BGUSD BUNGE LTD
$349K
0.0%
3,699 Held
LPLA LPL FINANCIAL HOLDINGS INC
$325K
0.0%
1,495 −442 −22.8% Reduced
NWG NATWEST GROUP PLC -SPON ADR
$310K
0.0%
50,613 Held
QRVO QORVO INC
$309K
0.0%
3,032 Held
CMCSA COMCAST CORP-CLASS A
$282K
0.0%
6,794 −2,942 −30.2% Reduced
LABORATORY CORPORATION OF AMERICA HOLDINGS
$280K
0.0%
1,160 Held
SEB SEABOARD CORP
$260K
0.0%
73 −44 −37.6% Reduced
MKL MARKEL GROUP INC
$212K
0.0%
153 +153 New
ICLR ICON PLC
$207K
0.0%
826 +826 New
SMFG SUMITOMO MITSUI-SPONS ADR
$203K
0.0%
23,654 Held
SIRIEUR SIRIUS XM HOLDINGS INC
$153K
0.0%
33,806 −4,858 −12.6% Reduced
VOD VODAFONE GROUP PLC-SP ADR
$117K
0.0%
12,387 Held

Sold positions

12 closed in Q2 2023 · shares & value as of prior filing
Holding Shares sold Prior value
MOG/A MOOG INC-CLASS A
311,180 $31.4M
FTI TECHNIPFMC PLC
1,011,773 $13.8M
MPAA MOTORCAR PARTS OF AMERICA IN
1,491,816 $11.1M
GXYYY GALAXY ENTERTAINMEN-UNSP ADR
127,059 $4.3M
VNO VORNADO REALTY TRUST
150,811 $2.3M
TSCDY TESCO PLC-SPONSORED ADR
161,329 $1.6M
VTKLY VTECH HOLDINGS LTD-UNSP ADR
106,324 $633K
CACI CACI INTERNATIONAL INC -CL A
1,529 $453K
HALO HALOZYME THERAPEUTICS INC
9,216 $352K
DOCU DOCUSIGN INC
4,697 $274K
INTC INTEL CORP
7,359 $240K
HUM HUMANA INC
476 $231K

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.