whalepapers
Overview/ Pzena Investment Management LLC/ Q2 2024

Pzena Investment Management LLC

Richard Pzena · As of Q2 2024 · filed Aug 2, 2024

Q2 2024

Holdings

160 positions · Δ vs prior quarter
CTSH COGNIZANT TECH SOLUTIONS-A
$1.27B
4.4%
18,609,898 +1,943,127 +11.7% Added
MGA MAGNA INTERNATIONAL INC
$1.20B
4.2%
20,958,945 +2,915,596 +16.2% Added
BAX BAXTER INTERNATIONAL INC
$1.03B
3.6%
30,823,004 +6,417,584 +26.3% Added
DOW DOW INC
$1.00B
3.5%
18,865,864 +347,565 +1.9% Added
C CITIGROUP INC
$972.1M
3.4%
15,317,724 −1,004,792 −6.2% Reduced
COF CAPITAL ONE FINANCIAL CORP
$959.8M
3.4%
6,932,548 −365,017 −5.0% Reduced
WFC WELLS FARGO & CO
$932.8M
3.3%
15,706,472 −1,422,658 −8.3% Reduced
EIX EDISON INTERNATIONAL
$924.6M
3.3%
12,875,286 −729,794 −5.4% Reduced
CHTR CHARTER COMMUNICATIONS INC-A
$903.9M
3.2%
3,023,589 +175,130 +6.1% Added
SSNC SS&C TECHNOLOGIES HOLDINGS
$890.5M
3.1%
14,209,105 −309,998 −2.1% Reduced
HUM HUMANA INC
$866.3M
3.0%
2,318,347 +1,955,375 +538.7% Added
LEA LEAR CORP
$820.9M
2.9%
7,187,890 +946,109 +15.2% Added
UBS UBS GROUP AG-REG
$792.2M
2.8%
29,951,235 +280,696 +0.9% Added
BAC BANK OF AMERICA CORP
$788.8M
2.8%
19,833,297 −1,632,494 −7.6% Reduced
CVS CVS HEALTH CORP
$764.0M
2.7%
12,936,388 +7,382,931 +132.9% Added
EQH EQUITABLE HOLDINGS INC
$761.7M
2.7%
18,642,684 −6,677,949 −26.4% Reduced
TSN TYSON FOODS INC-CL A
$713.7M
2.5%
12,489,564 +1,939,508 +18.4% Added
MET METLIFE INC
$677.1M
2.4%
9,646,066 −383,164 −3.8% Reduced
NOV NOV INC
$668.7M
2.4%
35,175,886 +103,238 +0.3% Added
MDT MEDTRONIC PLC
$653.9M
2.3%
8,307,123 +637,931 +8.3% Added
GPN GLOBAL PAYMENTS INC
$621.1M
2.2%
6,423,463 +4,240,388 +194.2% Added
PVH PVH CORP
$595.4M
2.1%
5,623,706 +284,269 +5.3% Added
BMY BRISTOL-MYERS SQUIBB CO
$587.0M
2.1%
14,134,337 +1,840,424 +15.0% Added
DOX AMDOCS LTD
$447.3M
1.6%
5,667,603 +1,412,826 +33.2% Added
AVT AVNET INC
$441.6M
1.6%
8,576,821 −17,714 −0.2% Reduced
SWKS SKYWORKS SOLUTIONS INC
$435.9M
1.5%
4,090,292 +661,144 +19.3% Added
TEL1USD TE CONNECTIVITY LTD
$393.5M
1.4%
2,616,000 −182,532 −6.5% Reduced
NWL NEWELL BRANDS INC
$336.4M
1.2%
52,479,058 −1,312,034 −2.4% Reduced
NOK NOKIA CORP-SPON ADR
$311.9M
1.1%
82,524,553 +15,035,360 +22.3% Added
FMS FRESENIUS MEDICAL CARE-ADR
$309.0M
1.1%
16,184,221 −87,751 −0.5% Reduced
SHEL SHELL PLC-ADR
$266.5M
0.9%
3,692,200 −201,239 −5.2% Reduced
VOYA VOYA FINANCIAL INC
$262.1M
0.9%
3,684,112 −96,428 −2.6% Reduced
DG DOLLAR GENERAL CORP
$244.6M
0.9%
1,850,151 −83,324 −4.3% Reduced
PFE PFIZER INC
$203.1M
0.7%
7,257,680 −412,765 −5.4% Reduced
GS GOLDMAN SACHS GROUP INC
$198.7M
0.7%
439,281 −32,359 −6.9% Reduced
JPM JPMORGAN CHASE & CO
$194.3M
0.7%
960,532 −354,223 −26.9% Reduced
CI THE CIGNA GROUP
$178.5M
0.6%
539,956 −1,452 −0.3% Reduced
CNO CNO FINANCIAL GROUP INC
$167.1M
0.6%
6,026,883 −510,097 −7.8% Reduced
BAP CREDICORP LTD
$150.8M
0.5%
934,956 +1,192 +0.1% Added
OLN OLIN CORP
$130.5M
0.5%
2,766,998 −111,220 −3.9% Reduced
JELD JELD-WEN HOLDING INC
$125.6M
0.4%
9,320,851 +1,939,052 +26.3% Added
MHK MOHAWK INDUSTRIES INC
$124.0M
0.4%
1,092,046 −370,547 −25.3% Reduced
ZTO ZTO EXPRESS CAYMAN INC-ADR
$123.7M
0.4%
5,960,272 +70,527 +1.2% Added
KSPI JSC KASPI.KZ ADR
$112.0M
0.4%
867,970 +867,970 New
AXS AXIS CAPITAL HOLDINGS LTD
$107.4M
0.4%
1,519,972 −270,904 −15.1% Reduced
ELV ELEVANCE HEALTH INC
$104.2M
0.4%
192,255 −964 −0.5% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$102.0M
0.4%
1,187,128 −128,355 −9.8% Reduced
CNXC CONCENTRIX CORP
$94.0M
0.3%
1,484,907 +471,699 +46.6% Added
GJB STEELCASE INC-CL A
$91.9M
0.3%
7,092,675 +33,024 +0.5% Added
UHS UNIVERSAL HEALTH SERVICES-B
$84.2M
0.3%
455,323 −450 −0.1% Reduced
GD GENERAL DYNAMICS CORP
$78.4M
0.3%
270,352 Held
CHRW C.H. ROBINSON WORLDWIDE INC
$77.3M
0.3%
877,727 +4,679 +0.5% Added
AAP ADVANCE AUTO PARTS INC
$76.7M
0.3%
1,210,503 −42,230 −3.4% Reduced
GL GLOBE LIFE INC
$76.6M
0.3%
930,378 +552,634 +146.3% Added
WED WEBSTER FINANCIAL CORP
$76.0M
0.3%
1,743,173 −113,707 −6.1% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$74.7M
0.3%
8,835,117 −216,240 −2.4% Reduced
37M MRC GLOBAL INC
$74.2M
0.3%
5,750,384 −1,610,055 −21.9% Reduced
LDOS LEIDOS HOLDINGS INC
$73.3M
0.3%
502,710 −404,775 −44.6% Reduced
MS MORGAN STANLEY
$72.9M
0.3%
749,823 −2,011 −0.3% Reduced
WAB WABTEC CORP
$71.8M
0.3%
454,395 −1,395,939 −75.4% Reduced
KFY KORN FERRY
$70.2M
0.2%
1,044,888 −73,806 −6.6% Reduced
BDC BELDEN INC
$69.8M
0.2%
744,020 −110,536 −12.9% Reduced
EXMOC EXXON MOBIL CORP
$68.5M
0.2%
594,716 −1,569 −0.3% Reduced
CAH CARDINAL HEALTH INC
$65.3M
0.2%
664,657 +3,593 +0.5% Added
REZI RESIDEO TECHNOLOGIES INC
$63.8M
0.2%
3,262,732 −810,836 −19.9% Reduced
AXTA AXALTA COATING SYSTEMS LTD
$63.5M
0.2%
1,859,806 −1,331,388 −41.7% Reduced
HSIC HENRY SCHEIN INC
$63.4M
0.2%
989,671 Held
CBRE CBRE GROUP INC - A
$59.8M
0.2%
671,038 −393 −0.1% Reduced
OEC ORION SA
$59.1M
0.2%
2,693,587 −174,906 −6.1% Reduced
TRS TRIMAS CORP
$57.8M
0.2%
2,260,502 −133,018 −5.6% Reduced
ONB OLD NATIONAL BANCORP
$54.0M
0.2%
3,143,473 −104,929 −3.2% Reduced
ASB ASSOCIATED BANC-CORP
$53.1M
0.2%
2,510,879 −82,043 −3.2% Reduced
GIL GILDAN ACTIVEWEAR INC
$52.3M
0.2%
1,380,406 −3,363,525 −70.9% Reduced
HAL HALLIBURTON CO
$52.1M
0.2%
1,541,798 −10,647 −0.7% Reduced
MBUU MALIBU BOATS INC - A
$51.8M
0.2%
1,478,316 +1,478,316 New
FNF FIDELITY NATIONAL FINANCIAL
$50.4M
0.2%
1,020,498 −55,253 −5.1% Reduced
UVV UNIVERSAL CORP/VA
$49.7M
0.2%
1,031,955 −38,009 −3.6% Reduced
CSCO CISCO SYSTEMS INC
$49.2M
0.2%
1,034,714 −3,833 −0.4% Reduced
COLB COLUMBIA BANKING SYSTEM INC
$48.4M
0.2%
2,432,447 −23,991 −1.0% Reduced
ADNT ADIENT PLC
$48.1M
0.2%
1,948,349 −30,612 −1.5% Reduced
RHI ROBERT HALF INC
$46.3M
0.2%
724,262 +216,891 +42.7% Added
USNA USANA HEALTH SCIENCES INC
$44.2M
0.2%
976,633 +191,289 +24.4% Added
FITB FIFTH THIRD BANCORP
$42.7M
0.2%
1,169,345 −176,673 −13.1% Reduced
WSFS WSFS FINANCIAL CORP
$42.3M
0.1%
899,659 −33,062 −3.5% Reduced
CRBG COREBRIDGE FINANCIAL INC
$41.9M
0.1%
1,439,862 −149,584 −9.4% Reduced
MBC MASTERBRAND INC
$41.2M
0.1%
2,803,219 −97,452 −3.4% Reduced
SCSC SCANSOURCE INC
$41.1M
0.1%
927,583 −579,330 −38.4% Reduced
MCK MCKESSON CORP
$39.2M
0.1%
67,079 −30,885 −31.5% Reduced
DAN DANA INC
$39.1M
0.1%
3,225,513 −211,077 −6.1% Reduced
SPARUSD SHYFT GROUP INC
$38.5M
0.1%
3,243,834 +2,916,101 +889.8% Added
RF REGIONS FINANCIAL CORP
$38.1M
0.1%
1,899,232 Held
VREX VAREX IMAGING CORP
$37.8M
0.1%
2,569,213 +753,454 +41.5% Added
ABEV AMBEV SA-ADR
$37.7M
0.1%
18,385,312 +4,179,978 +29.4% Added
SHG SHINHAN FINANCIAL GROUP-ADR
$37.7M
0.1%
1,082,552 +236,236 +27.9% Added
G GENPACT LTD
$37.5M
0.1%
1,163,870 +658,560 +130.3% Added
MSM MSC INDUSTRIAL DIRECT CO-A
$36.6M
0.1%
461,901 Held
AIG AMERICAN INTERNATIONAL GROUP
$35.3M
0.1%
475,206 −1,219,668 −72.0% Reduced
GAP GAP INC
$34.2M
0.1%
1,431,093 −2,963,103 −67.4% Reduced
JNJ JOHNSON & JOHNSON
$33.6M
0.1%
230,144 −109 −0.0% Reduced
FMC FMC CORP
$33.2M
0.1%
576,737 +576,737 New
PLOW DOUGLAS DYNAMICS INC
$32.8M
0.1%
1,401,875 +1,401,875 New
GCO GENESCO INC
$31.6M
0.1%
1,221,342 +477,166 +64.1% Added
PAHC PHIBRO ANIMAL HEALTH CORP-A
$30.8M
0.1%
1,837,006 −131,161 −6.7% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$30.4M
0.1%
757,614 −13,943 −1.8% Reduced
TBI TRUEBLUE INC
$29.6M
0.1%
2,870,674 −124,800 −4.2% Reduced
UVSP UNIVEST FINANCIAL CORP
$29.0M
0.1%
1,268,250 −50,641 −3.8% Reduced
BFH BREAD FINANCIAL HOLDINGS INC
$28.4M
0.1%
637,408 −67,335 −9.6% Reduced
DIS WALT DISNEY CO
$27.0M
0.1%
271,489 −774,854 −74.1% Reduced
BIDU BAIDU INC - SPON ADR
$26.8M
0.1%
309,581 +10,800 +3.6% Added
ARW ARROW ELECTRONICS INC
$26.7M
0.1%
221,245 Held
TILE INTERFACE INC
$24.9M
0.1%
1,695,258 −1,498,828 −46.9% Reduced
KEY KEYCORP
$24.8M
0.1%
1,745,986 Held
MAN MANPOWERGROUP INC
$24.5M
0.1%
351,121 +351,121 New
AMERICAN WOODMARK CORPORATIO
$23.9M
0.1%
303,918 −235,938 −43.7% Reduced
WCC WESCO INTERNATIONAL INC
$23.6M
0.1%
148,778 +148,778 New
CMA COMERICA INC
$22.1M
0.1%
433,892 Held
ABM ABM INDUSTRIES INC
$21.0M
0.1%
415,889 +415,889 New
MMI MARCUS & MILLICHAP INC
$20.2M
0.1%
641,667 +352,832 +122.2% Added
HDB HDFC BANK LTD-ADR
$20.0M
0.1%
310,736 +26,676 +9.4% Added
TCOM TRIP.COM GROUP LTD-ADR
$18.5M
0.1%
394,160 −1,074,529 −73.2% Reduced
HOFT HOOKER FURNISHINGS CORP
$18.4M
0.1%
1,272,857 −21,017 −1.6% Reduced
KOP KOPPERS HOLDINGS INC
$14.9M
0.1%
401,460 −74,172 −15.6% Reduced
IVZ INVESCO LTD
$13.3M
0.0%
886,851 −227,600 −20.4% Reduced
ETR ENTERGY CORP
$11.8M
0.0%
110,648 Held
TSM TAIWAN SEMICONDUCTOR-SP ADR
$11.4M
0.0%
65,368 −10,700 −14.1% Reduced
IBN ICICI BANK LTD-SPON ADR
$9.6M
0.0%
333,049 −32,119 −8.8% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$4.7M
0.0%
65,625 +232 +0.4% Added
VALE VALE SA-SP ADR
$2.8M
0.0%
253,398 +24,053 +10.5% Added
CIG CIA ENERGETICA DE-SPON ADR
$2.8M
0.0%
1,583,394 +365,398 +30.0% Added
SSL SASOL LTD-SPONSORED ADR
$2.7M
0.0%
352,561 Held
PBR/A PETROLEO BRASIL-SP PREF ADR
$2.3M
0.0%
168,134 Held
KB KB FINANCIAL GROUP INC-ADR
$2.2M
0.0%
38,941 Held
ITUB ITAU UNIBANCO H-SPON PRF ADR
$1.3M
0.0%
230,664 Held
BCS BARCLAYS PLC-SPONS ADR
$1.0M
0.0%
97,592 −3,636 −3.6% Reduced
ING ING GROEP N.V.-SPONSORED ADR
$922K
0.0%
53,810 +640 +1.2% Added
RGA REINSURANCE GROUP OF AMERICA
$915K
0.0%
4,457 −144,930 −97.0% Reduced
HSBC HSBC HOLDINGS PLC-SPONS ADR
$737K
0.0%
16,938 −107 −0.6% Reduced
NWG NATWEST GROUP PLC -SPON ADR
$648K
0.0%
80,678 +691 +0.9% Added
MT ARCELORMITTAL-NY REGISTERED
$575K
0.0%
25,085 +963 +4.0% Added
ITRN ITURAN LOCATION AND CONTROL
$558K
0.0%
22,659 +752 +3.4% Added
EQNR EQUINOR ASA-SPON ADR
$535K
0.0%
18,747 +18,747 New
UTHR UNITED THERAPEUTICS CORP
$509K
0.0%
1,599 −498 −23.7% Reduced
QRVO QORVO INC
$505K
0.0%
4,356 +910 +26.4% Added
TMUS T-MOBILE US INC
$485K
0.0%
2,752 −107 −3.7% Reduced
HLI HOULIHAN LOKEY INC
$467K
0.0%
3,463 +1,564 +82.4% Added
DOCU DOCUSIGN INC
$434K
0.0%
8,114 +2,541 +45.6% Added
DBX DROPBOX INC-CLASS A
$432K
0.0%
19,231 +19,231 New
LPLA LPL FINANCIAL HOLDINGS INC
$430K
0.0%
1,541 +522 +51.2% Added
INTC INTEL CORP
$396K
0.0%
12,789 +2,084 +19.5% Added
AYI ACUITY INC
$353K
0.0%
1,460 −20,107 −93.2% Reduced
PHG KONINKLIJKE PHILIPS NVR- NY
$346K
0.0%
13,737 −9,507 −40.9% Reduced
ULTA ULTA BEAUTY INC
$324K
0.0%
839 +839 New
ATO ATMOS ENERGY CORP
$316K
0.0%
2,709 +2,709 New
GILD GILEAD SCIENCES INC
$315K
0.0%
4,589 −1,641 −26.3% Reduced
DELL DELL TECHNOLOGIES -C
$302K
0.0%
2,187 −611 −21.8% Reduced
SMFG SUMITOMO MITSUI-SPONS ADR
$296K
0.0%
22,056 −683 −3.0% Reduced
DLTR DOLLAR TREE INC
$291K
0.0%
2,727 +778 +39.9% Added
HIG HARTFORD INSURANCE GROUP INC
$208K
0.0%
2,070 +2,070 New
CMCSA COMCAST CORP-CLASS A
$201K
0.0%
5,135 Held
VOD VODAFONE GROUP PLC-SP ADR
$113K
0.0%
12,737 +339 +2.7% Added

Sold positions

11 closed in Q2 2024 · shares & value as of prior filing
Holding Shares sold Prior value
GMS1EUR GMS INC
419,665 $40.9M
FBIN FORTUNE BRANDS INNOVATIONS I
335,729 $28.4M
1RG REV GROUP INC
1,252,165 $27.7M
DOORUSD MASONITE INTERNATIONAL CORP
188,173 $24.7M
MDU MDU RESOURCES GROUP INC
795,200 $20.0M
MTZ MASTEC INC
201,777 $18.8M
GE GENERAL ELECTRIC
3,127 $549K
ACGL ARCH CAPITAL GROUP LTD
5,691 $526K
EXEL EXELIXIS INC
19,734 $468K
KHC KRAFT HEINZ CO
8,494 $313K
ALB ALBEMARLE CORP
1,523 $201K

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.