whalepapers
Overview/ Pzena Investment Management LLC/ Q2 2026

Pzena Investment Management LLC

Richard Pzena · As of Q2 2026 · filed Aug 7, 2026

Q2 2026

Holdings

161 positions · Δ vs prior quarter
MGA MAGNA INTERNATIONAL INC
$2.23B
6.5%
23,882,824 −1,446,531 −5.7% Reduced
HUM HUMANA INC
$1.75B
5.1%
4,403,136 −1,067,846 −19.5% Reduced
BAX BAXTER INTERNATIONAL INC
$1.39B
4.1%
65,295,393 +767,570 +1.2% Added
CVS CVS HEALTH CORP
$1.22B
3.6%
11,769,536 −2,003,517 −14.5% Reduced
DG DOLLAR GENERAL CORP
$1.18B
3.5%
10,222,060 +3,324,519 +48.2% Added
SWKS SKYWORKS SOLUTIONS INC
$1.08B
3.2%
15,973,040 −135,098 −0.8% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$1.03B
3.0%
26,529,172 +6,266,810 +30.9% Added
BMY BRISTOL-MYERS SQUIBB CO
$979.9M
2.9%
17,007,044 −88,687 −0.5% Reduced
TSN TYSON FOODS INC-CL A
$974.2M
2.9%
17,016,651 −139,062 −0.8% Reduced
CRBG COREBRIDGE FINANCIAL INC
$967.4M
2.8%
33,789,727 +6,743,933 +24.9% Added
PPG PPG INDUSTRIES INC
$947.0M
2.8%
7,807,438 +328,792 +4.4% Added
MET METLIFE INC
$941.8M
2.8%
11,130,983 −172,836 −1.5% Reduced
COF CAPITAL ONE FINANCIAL CORP
$921.6M
2.7%
4,593,920 +13,800 +0.3% Added
UBS UBS GROUP AG-REG
$905.5M
2.7%
22,604,129 −3,940,226 −14.8% Reduced
LEA LEAR CORP
$889.9M
2.6%
6,638,413 −120,092 −1.8% Reduced
GPN GLOBAL PAYMENTS INC
$848.3M
2.5%
11,691,625 +76,048 +0.7% Added
C CITIGROUP INC
$776.6M
2.3%
5,548,789 −2,626,575 −32.1% Reduced
WFC WELLS FARGO & CO
$729.5M
2.1%
8,827,468 +54,340 +0.6% Added
DOX AMDOCS LTD
$706.8M
2.1%
13,985,330 +1,304,241 +10.3% Added
SSNC SS&C TECHNOLOGIES HOLDINGS
$684.8M
2.0%
11,036,568 +1,337,308 +13.8% Added
NOV NOV INC
$674.8M
2.0%
36,376,087 −1,159,362 −3.1% Reduced
ACN ACCENTURE PLC-CL A
$639.9M
1.9%
5,142,176 +2,736,493 +113.8% Added
PVH PVH CORP
$444.6M
1.3%
5,986,677 +217,771 +3.8% Added
LKQ LKQ CORP
$398.7M
1.2%
15,142,285 +8,909,385 +142.9% Added
CDW CDW CORP/DE
$371.1M
1.1%
2,638,900 +1,523,365 +136.6% Added
BAC BANK OF AMERICA CORP
$359.6M
1.1%
6,310,363 −112,391 −1.7% Reduced
DOW DOW INC
$342.2M
1.0%
12,507,011 −6,440,591 −34.0% Reduced
FMS FRESENIUS MEDICAL CARE-ADR
$339.0M
1.0%
14,992,081 −60,741 −0.4% Reduced
BAP CREDICORP LTD
$325.9M
1.0%
836,569 −75,491 −8.3% Reduced
VOYA VOYA FINANCIAL INC
$319.5M
0.9%
3,529,646 −143,472 −3.9% Reduced
NWL NEWELL BRANDS INC
$294.7M
0.9%
47,990,664 +187,729 +0.4% Added
UHS UNIVERSAL HEALTH SERVICES-B
$292.8M
0.9%
1,969,327 +57,092 +3.0% Added
AVT AVNET INC
$277.2M
0.8%
3,120,395 −2,571,835 −45.2% Reduced
AAP ADVANCE AUTO PARTS INC
$273.1M
0.8%
4,389,501 +88,412 +2.1% Added
KSPI JSC KASPI.KZ ADR
$266.1M
0.8%
3,071,888 +399,501 +14.9% Added
MDT MEDTRONIC PLC
$246.3M
0.7%
3,147,999 −9,016 −0.3% Reduced
DAL DELTA AIR LINES INC
$245.3M
0.7%
2,618,707 −188,960 −6.7% Reduced
EQH EQUITABLE HOLDINGS INC
$244.1M
0.7%
5,561,804 +1,097,457 +24.6% Added
GL GLOBE LIFE INC
$242.3M
0.7%
1,355,811 +329,565 +32.1% Added
WDAY WORKDAY INC-CLASS A
$241.3M
0.7%
1,971,270 +1,971,270 New
SPB SPECTRUM BRANDS HOLDINGS INC
$207.6M
0.6%
2,420,808 +82,385 +3.5% Added
MICC MAGNUM ICE CREAM CO NV
$201.1M
0.6%
13,199,616 +6,163,429 +87.6% Added
SHEL SHELL PLC-ADR
$200.1M
0.6%
2,581,244 −615,205 −19.2% Reduced
RHI ROBERT HALF INC
$191.0M
0.6%
6,222,305 +255,571 +4.3% Added
ZTO ZTO EXPRESS CAYMAN INC-ADR
$163.9M
0.5%
7,322,331 −138,600 −1.9% Reduced
MBC MASTERBRAND INC
$157.7M
0.5%
15,329,483 +11,515,469 +301.9% Added
CI THE CIGNA GROUP
$154.9M
0.5%
562,036 −16,412 −2.8% Reduced
CSCO CISCO SYSTEMS INC
$150.5M
0.4%
1,281,329 −27,411 −2.1% Reduced
PFE PFIZER INC
$143.5M
0.4%
5,958,922 +34,030 +0.6% Added
MHK MOHAWK INDUSTRIES INC
$138.7M
0.4%
1,142,841 −9,973 −0.9% Reduced
HAL HALLIBURTON CO
$133.3M
0.4%
3,925,702 −141,339 −3.5% Reduced
BEKE KE HOLDINGS INC-ADR
$129.0M
0.4%
8,877,643 +8,877,643 New
KT KT CORP-SP ADR
$125.9M
0.4%
7,286,500 +110,953 +1.5% Added
CNO CNO FINANCIAL GROUP INC
$124.5M
0.4%
2,441,665 −29,256 −1.2% Reduced
TEL TE CONNECTIVITY PLC
$112.0M
0.3%
555,637 −48,341 −8.0% Reduced
GLOB GLOBANT SA
$111.7M
0.3%
3,859,718 +890,890 +30.0% Added
JPM JPMORGAN CHASE & CO
$109.4M
0.3%
334,094 −3,168 −0.9% Reduced
ST SENSATA TECHNOLOGIES HOLDPLC
$107.5M
0.3%
2,251,907 −1,230,359 −35.3% Reduced
MS MORGAN STANLEY
$95.0M
0.3%
454,492 −21,873 −4.6% Reduced
G GENPACT LTD
$91.3M
0.3%
3,319,546 +2,587,492 +353.5% Added
FITB FIFTH THIRD BANCORP
$89.3M
0.3%
1,584,757 −51,060 −3.1% Reduced
ARCO ARCOS DORADOS HOLDINGS INC-A
$87.1M
0.3%
10,804,358 +63,192 +0.6% Added
ELV ELEVANCE HEALTH INC
$86.8M
0.3%
224,575 +4,399 +2.0% Added
DIS WALT DISNEY CO
$85.0M
0.2%
883,495 +793,276 +879.3% Added
STZ CONSTELLATION BRANDS INC-A
$83.4M
0.2%
599,314 +3,519 +0.6% Added
EXMOC EXXON MOBIL CORP
$80.6M
0.2%
589,449 −27,695 −4.5% Reduced
ABM ABM INDUSTRIES INC
$80.0M
0.2%
1,808,203 +285,267 +18.7% Added
OLN OLIN CORP
$77.1M
0.2%
3,890,204 −541,409 −12.2% Reduced
CNXC CONCENTRIX CORP
$76.5M
0.2%
3,413,879 +470,667 +16.0% Added
TFX TELEFLEX INC
$76.5M
0.2%
603,206 −95,919 −13.7% Reduced
PLOW DOUGLAS DYNAMICS INC
$74.7M
0.2%
1,384,680 −208,453 −13.1% Reduced
ONB OLD NATIONAL BANCORP
$73.6M
0.2%
2,843,497 +149,855 +5.6% Added
HSIC HENRY SCHEIN INC
$71.9M
0.2%
860,733 −26,906 −3.0% Reduced
GPC GENUINE PARTS CO
$69.8M
0.2%
591,970 +17,882 +3.1% Added
ADNT ADIENT PLC
$69.3M
0.2%
3,771,026 +135,729 +3.7% Added
COLB COLUMBIA BANKING SYSTEM INC
$68.2M
0.2%
2,129,322 +96,103 +4.7% Added
WSFS WSFS FINANCIAL CORP
$68.2M
0.2%
888,496 +9,908 +1.1% Added
MMI MARCUS & MILLICHAP INC
$66.7M
0.2%
2,141,001 +128,238 +6.4% Added
NOK NOKIA CORP-SPON ADR
$66.5M
0.2%
5,010,906 −58,414,612 −92.1% Reduced
OSK OSHKOSH CORP
$63.8M
0.2%
415,766 −23,090 −5.3% Reduced
MLKN MILLERKNOLL INC
$62.0M
0.2%
3,032,700 +1,036,963 +52.0% Added
ASB ASSOCIATED BANC-CORP
$61.2M
0.2%
1,990,243 +67,261 +3.5% Added
GOOGL ALPHABET INC-CL A
$61.2M
0.2%
171,157 Held
SCSC SCANSOURCE INC
$57.8M
0.2%
1,109,743 +196,504 +21.5% Added
KFY KORN FERRY
$57.8M
0.2%
867,680 +70,242 +8.8% Added
RF REGIONS FINANCIAL CORP
$55.6M
0.2%
1,839,825 Held
HUN HUNTSMAN CORP
$54.8M
0.2%
5,161,672 −654,687 −11.3% Reduced
AEBI AEBI SCHMIDT HOLDING AG
$54.2M
0.2%
4,319,337 +208,487 +5.1% Added
WGO WINNEBAGO INDUSTRIES
$53.4M
0.2%
1,709,531 +716,237 +72.1% Added
REZI RESIDEO TECHNOLOGIES INC
$52.5M
0.2%
1,686,765 +309,735 +22.5% Added
MBUU MALIBU BOATS INC - A
$49.2M
0.1%
1,794,261 +96,804 +5.7% Added
TGT TARGET CORP
$48.8M
0.1%
373,503 +128 +0.0% Added
KOP KOPPERS HOLDINGS INC
$47.7M
0.1%
1,061,285 −148,091 −12.2% Reduced
VREX VAREX IMAGING CORP
$45.3M
0.1%
4,344,381 +352,101 +8.8% Added
HR HEALTHCARE REALTY TRUST INC
$44.9M
0.1%
2,225,430 Held
MSM MSC INDUSTRIAL DIRECT CO-A
$44.4M
0.1%
373,664 −70,946 −16.0% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$42.3M
0.1%
669,474 −21,177 −3.1% Reduced
HDB HDFC BANK LTD-ADR
$41.7M
0.1%
1,613,476 +93,975 +6.2% Added
CBRE CBRE GROUP INC - A
$41.2M
0.1%
305,781 +3,910 +1.3% Added
HVT HAVERTY FURNITURE
$39.9M
0.1%
1,563,451 +103,303 +7.1% Added
GD GENERAL DYNAMICS CORP
$38.5M
0.1%
108,574 +1,107 +1.0% Added
HCA HCA HEALTHCARE INC
$37.7M
0.1%
96,598 +2,337 +2.5% Added
DNOW DNOW INC
$37.5M
0.1%
2,893,482 −201,833 −6.5% Reduced
GCO GENESCO INC
$37.1M
0.1%
1,098,722 +18,140 +1.7% Added
KEY KEYCORP
$36.8M
0.1%
1,597,019 −61,886 −3.7% Reduced
UVSP UNIVEST FINANCIAL CORP
$36.5M
0.1%
834,628 −7,797 −0.9% Reduced
BFH BREAD FINANCIAL HOLDINGS INC
$35.5M
0.1%
327,448 −286,225 −46.6% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$34.5M
0.1%
2,829,560 −5,019 −0.2% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$34.0M
0.1%
456,619 +6,870 +1.5% Added
SOLV SOLVENTUM CORP
$32.2M
0.1%
417,770 −22,148 −5.0% Reduced
OEC ORION SA
$31.6M
0.1%
4,771,969 +172,062 +3.7% Added
NVST ENVISTA HOLDINGS CORP
$30.5M
0.1%
1,157,273 −446,923 −27.9% Reduced
MYE MYERS INDUSTRIES INC
$27.6M
0.1%
781,014 −503,571 −39.2% Reduced
HOFT HOOKER FURNISHINGS CORP
$27.5M
0.1%
1,542,623 +163,898 +11.9% Added
ARW ARROW ELECTRONICS INC
$26.7M
0.1%
125,168 −85,880 −40.7% Reduced
USNA USANA HEALTH SCIENCES INC
$25.7M
0.1%
1,205,587 +96,654 +8.7% Added
LDOS LEIDOS HOLDINGS INC
$25.5M
0.1%
247,849 −88 −0.0% Reduced
WCC WESCO INTERNATIONAL INC
$24.7M
0.1%
71,494 −42,087 −37.1% Reduced
TBI TRUEBLUE INC
$21.5M
0.1%
3,090,808 +219,178 +7.6% Added
HELE HELEN OF TROY LTD
$19.7M
0.1%
676,577 −84,596 −11.1% Reduced
UVV UNIVERSAL CORP/VA
$19.0M
0.1%
363,477 +33,989 +10.3% Added
MAN MANPOWERGROUP INC
$11.9M
0.0%
351,121 Held
ABEV AMBEV SA-ADR
$11.7M
0.0%
3,739,889 −977,439 −20.7% Reduced
BIDU BAIDU INC - SPON ADR
$4.7M
0.0%
41,474 −7,293 −15.0% Reduced
KNX KNIGHT-SWIFT TRANSPORTATION
$4.6M
0.0%
59,406 −1,200,405 −95.3% Reduced
ING ING GROEP N.V.-SPONSORED ADR
$3.0M
0.0%
94,897 +14,199 +17.6% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$2.6M
0.0%
26,761 −1,674 −5.9% Reduced
HSBC HSBC HOLDINGS PLC-SPONS ADR
$2.2M
0.0%
23,555 −395 −1.6% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$1.9M
0.0%
4,054 −14,932 −78.6% Reduced
TTE TOTALENERGIES SE
$1.5M
0.0%
22,131 −2 −0.0% Reduced
PHG KONINKLIJKE PHILIPS NVR- NY
$1.3M
0.0%
48,243 +6,600 +15.8% Added
GSK GSK PLC-SPON ADR
$1.3M
0.0%
24,507 +5,684 +30.2% Added
EQNR EQUINOR ASA-SPON ADR
$1.2M
0.0%
38,188 −2,328 −5.7% Reduced
SNY SANOFI-ADR
$1.1M
0.0%
25,302 +6,214 +32.6% Added
SAP SAP SE-SPONSORED ADR
$1.0M
0.0%
6,554 +6,554 New
CIG CIA ENERGETICA DE-SPON ADR
$953K
0.0%
453,957 −626,827 −58.0% Reduced
VALE VALE SA-SP ADR
$889K
0.0%
59,077 −129,642 −68.7% Reduced
SMFG SUMITOMO MITSUI-SPONS ADR
$880K
0.0%
37,322 +4,774 +14.7% Added
KB KB FINANCIAL GROUP INC-ADR
$802K
0.0%
7,640 −11,383 −59.8% Reduced
PBR/A PETROLEO BRASIL-SP PREF ADR
$778K
0.0%
53,138 −143,832 −73.0% Reduced
ITUB ITAU UNIBANCO H-SPON PRF ADR
$656K
0.0%
80,241 −144,916 −64.4% Reduced
TAK TAKEDA PHARMACEUTIC-SP ADR
$606K
0.0%
37,820 +9,460 +33.4% Added
BCS BARCLAYS PLC-SPONS ADR
$551K
0.0%
20,525 +2,637 +14.7% Added
MT ARCELORMITTAL-NY REGISTERED
$493K
0.0%
8,180 −10,229 −55.6% Reduced
ZBRA ZEBRA TECHNOLOGIES CORP-CL A
$358K
0.0%
1,359 +1,359 New
MRK MERCK & CO. INC.
$323K
0.0%
2,511 Held
HALO HALOZYME THERAPEUTICS INC
$317K
0.0%
4,049 Held
TOST TOAST INC-CLASS A
$304K
0.0%
10,945 +10,945 New
ORCL ORACLE CORP
$304K
0.0%
2,076 +2,076 New
ADSK AUTODESK INC
$293K
0.0%
1,506 +488 +47.9% Added
NVDA NVIDIA CORP
$289K
0.0%
1,445 +1,445 New
QRVO QORVO INC
$284K
0.0%
3,045 +3,045 New
MSFT MICROSOFT CORP
$282K
0.0%
755 −7 −0.9% Reduced
GE GENERAL ELECTRIC
$275K
0.0%
736 Held
EXPE EXPEDIA GROUP INC
$271K
0.0%
1,060 +1,060 New
WED WEBSTER FINANCIAL CORP
$244K
0.0%
3,189 −406,018 −99.2% Reduced
CRM SALESFORCE INC
$235K
0.0%
1,502 +1,502 New
ADBE ADOBE INC
$224K
0.0%
1,094 +84 +8.3% Added
GEV GE VERNOVA INC
$216K
0.0%
184 +184 New
STT STATE STREET CORP
$209K
0.0%
1,231 +1,231 New
DOCU DOCUSIGN INC
$200K
0.0%
4,510 Held

Sold positions

9 closed in Q2 2026 · shares & value as of prior filing
Holding Shares sold Prior value
WAB WABTEC CORP
367,753 $91.9M
AMERICAN WOODMARK CORP
1,643,562 $65.5M
JNJ JOHNSON & JOHNSON
203,965 $49.9M
TRS TRIMAS CORP
9,923 $357K
CRUS CIRRUS LOGIC INC
2,114 $306K
HO1 HOLOGIC INC
3,964 $300K
HIG HARTFORD INSURANCE GROUP INC
2,127 $288K
INTU INTUIT INC
560 $242K
TMUS T-MOBILE US INC
975 $205K

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.