whalepapers
Overview/ Pzena Investment Management LLC/ Q3 2014

Pzena Investment Management LLC

Richard Pzena · As of Q3 2014 · filed Nov 7, 2014

Q3 2014

Holdings

144 positions · Δ vs prior quarter
HEWLETT-PACKARD CO
$739.1M
4.0%
20,836,112 −3,481,302 −14.3% Reduced
BAC BANK OF AMERICA CORP
$539.6M
2.9%
31,650,403 +214,092 +0.7% Added
RDS/A SHELL PLC-SPON ADR-A
$530.2M
2.9%
6,964,781 +19,082 +0.3% Added
C CITIGROUP INC
$526.1M
2.9%
10,152,529 +84,278 +0.8% Added
AIG AMERICAN INTERNATIONAL GROUP
$526.0M
2.9%
9,737,296 −88,128 −0.9% Reduced
CIGNA CORP
$506.5M
2.8%
5,584,763 +303,048 +5.7% Added
BP BP PLC-SPONS ADR
$498.5M
2.7%
11,343,006 +663,052 +6.2% Added
MSFT MICROSOFT CORP
$469.7M
2.6%
10,131,902 −109,561 −1.1% Reduced
ORCL ORACLE CORP
$467.0M
2.6%
12,199,933 −74,045 −0.6% Reduced
INTC INTEL CORP
$453.2M
2.5%
13,014,868 −3,318,471 −20.3% Reduced
OMC OMNICOM GROUP
$436.2M
2.4%
6,334,510 −223,573 −3.4% Reduced
MS MORGAN STANLEY
$433.9M
2.4%
12,550,716 −406,301 −3.1% Reduced
PH PARKER HANNIFIN CORP
$432.7M
2.4%
3,790,663 +920,198 +32.1% Added
STT STATE STREET CORP
$426.8M
2.3%
5,798,406 −15,834 −0.3% Reduced
EXMOC EXXON MOBIL CORP
$405.0M
2.2%
4,306,551 +95,003 +2.3% Added
STAPLES INC
$403.0M
2.2%
33,308,825 +549,555 +1.7% Added
NWSA NEWS CORP - CLASS A
$398.9M
2.2%
24,399,642 +781,900 +3.3% Added
JPM JPMORGAN CHASE & CO
$382.3M
2.1%
6,346,529 +74,123 +1.2% Added
VOYA VOYA FINANCIAL INC
$350.3M
1.9%
8,959,814 +213,046 +2.4% Added
GS GOLDMAN SACHS GROUP INC
$349.4M
1.9%
1,903,198 +4,220 +0.2% Added
TRW AUTOMOTIVE HOLDINGS CORP
$340.4M
1.9%
3,361,631 −582,824 −14.8% Reduced
MET METLIFE INC
$331.9M
1.8%
6,177,965 +68,648 +1.1% Added
BAKER HUGHES INC
$321.5M
1.8%
4,942,070 −191,501 −3.7% Reduced
BDX BECTON DICKINSON AND CO
$310.9M
1.7%
2,731,408 +130,940 +5.0% Added
ABT ABBOTT LABORATORIES
$303.1M
1.7%
7,287,523 +89,832 +1.2% Added
AXS AXIS CAPITAL HOLDINGS LTD
$300.3M
1.6%
6,345,849 +229,382 +3.8% Added
IPG INTERPUBLIC GROUP OF COS INC
$272.0M
1.5%
14,846,993 −888,412 −5.6% Reduced
PNC PNC FINANCIAL SERVICES GROUP
$265.8M
1.5%
3,106,074 +37,390 +1.2% Added
MAS MASCO CORP
$263.7M
1.4%
11,025,399 +211,228 +2.0% Added
UBS AG
$262.9M
1.4%
15,133,540 +1,253,997 +9.0% Added
GM GENERAL MOTORS CO
$239.6M
1.3%
7,502,229 +26,268 +0.4% Added
MUR MURPHY OIL CORP
$232.4M
1.3%
4,084,131 +2,512,301 +159.8% Added
AVT AVNET INC
$219.9M
1.2%
5,299,000 +449,646 +9.3% Added
GLW CORNING INC
$201.9M
1.1%
10,440,873 +291,578 +2.9% Added
WILLIS GROUP HOLDINGS LTD
$196.5M
1.1%
4,745,620 −831,467 −14.9% Reduced
CMA COMERICA INC
$181.0M
1.0%
3,630,268 +111,957 +3.2% Added
LAMAR ADVERTISING CO -A
$173.1M
0.9%
3,513,960 +2,223,799 +172.4% Added
PARTNERRE LTD
$167.3M
0.9%
1,522,062 −11,500 −0.7% Reduced
WFC WELLS FARGO & CO
$162.3M
0.9%
3,128,858 −138,589 −4.2% Reduced
LABORATORY CORP OF AMERICA HOLDINGS
$158.6M
0.9%
1,558,296 −96,233 −5.8% Reduced
BEN FRANKLIN TEMPLETON INC
$145.1M
0.8%
2,657,604 −492,867 −15.6% Reduced
JNJ JOHNSON & JOHNSON
$126.2M
0.7%
1,184,416 +28,750 +2.5% Added
PGR PROGRESSIVE CORP
$113.7M
0.6%
4,498,243 +1,569,745 +53.6% Added
ON ON SEMICONDUCTOR
$111.0M
0.6%
12,410,896 +757,814 +6.5% Added
ETR ENTERGY CORP
$108.3M
0.6%
1,400,601 −243,993 −14.8% Reduced
TEX TEREX CORP
$107.5M
0.6%
3,384,526 +1,969,486 +139.2% Added
SUPERIOR ENERGY SERVICES INC
$105.7M
0.6%
3,214,210 +244,450 +8.2% Added
WMT WALMART INC
$104.2M
0.6%
1,362,638 −3,125 −0.2% Reduced
NWS NEWS CORP - CLASS B
$98.4M
0.5%
6,098,582 +227,737 +3.9% Added
KEL KELLANOVA
$97.1M
0.5%
1,576,503 +192,675 +13.9% Added
TEL1USD TE CONNECTIVITY LTD
$96.1M
0.5%
1,738,229 −426,511 −19.7% Reduced
KSS KOHLS CORP
$93.8M
0.5%
1,537,750 +43,250 +2.9% Added
XL GROUP PLC
$92.3M
0.5%
2,781,550 +196,625 +7.6% Added
KEY KEYCORP
$71.6M
0.4%
5,373,500 +435,225 +8.8% Added
RF REGIONS FINANCIAL CORP
$70.3M
0.4%
7,006,620 +739,784 +11.8% Added
AETNA INC
$70.0M
0.4%
864,356 +39,425 +4.8% Added
CSCO CISCO SYSTEMS INC
$67.2M
0.4%
2,669,084 +125,475 +4.9% Added
LMEUR LEGG MASON INC
$66.2M
0.4%
1,294,100 −10,375 −0.8% Reduced
HIG HARTFORD INSURANCE GROUP INC
$64.8M
0.4%
1,739,776 +99,750 +6.1% Added
IVZ INVESCO LTD
$63.8M
0.3%
1,614,821 +195,480 +13.8% Added
URS CORP
$61.0M
0.3%
1,058,876 −334,097 −24.0% Reduced
9990302D APACHE CORP
$59.3M
0.3%
631,633 −368,998 −36.9% Reduced
CFG CITIZENS FINANCIAL GROUP
$58.5M
0.3%
2,500,000 +2,500,000 New
FITB FIFTH THIRD BANCORP
$58.5M
0.3%
2,924,275 +210,375 +7.8% Added
OC OWENS CORNING
$58.3M
0.3%
1,834,986 +483,134 +35.7% Added
WCGEUR WELLCARE HEALTH PLANS INC
$57.7M
0.3%
955,450 +549,986 +135.6% Added
DOORUSD MASONITE INTERNATIONAL CORP
$56.9M
0.3%
1,026,983 +80,201 +8.5% Added
HOSPITALITY PROPERTIES TRUST
$53.4M
0.3%
1,989,531 +134,311 +7.2% Added
AIZ ASSURANT INC
$52.5M
0.3%
815,719 +74,463 +10.0% Added
PRI PRIMERICA INC
$49.2M
0.3%
1,020,292 +94,100 +10.2% Added
FLEX FLEX LTD
$47.1M
0.3%
4,566,125 −326,675 −6.7% Reduced
TECD1USD TECH DATA CORP
$46.7M
0.3%
793,983 +41,378 +5.5% Added
DAN DANA INC
$46.1M
0.3%
2,404,591 +301,475 +14.3% Added
ATUEUR ACTUANT CORP-A
$45.3M
0.2%
1,484,612 +370,905 +33.3% Added
GNW GENWORTH FINANCIAL INC
$44.2M
0.2%
3,376,250 +443,075 +15.1% Added
WED WEBSTER FINANCIAL CORP
$43.0M
0.2%
1,475,682 +275,684 +23.0% Added
SYU1 SYNOVUS FINANCIAL CORP
$42.6M
0.2%
1,802,069 +261,124 +16.9% Added
UPBD UPBOUND GROUP INC
$40.4M
0.2%
1,331,683 +11,981 +0.9% Added
BRC BRADY CORPORATION - CL A
$39.7M
0.2%
1,770,349 +1,770,349 New
TTEK TETRA TECH INC
$39.6M
0.2%
1,585,540 +143,214 +9.9% Added
ARW ARROW ELECTRONICS INC
$37.7M
0.2%
681,555 +147,180 +27.5% Added
ASB ASSOCIATED BANC-CORP
$36.8M
0.2%
2,109,923 −7,825 −0.4% Reduced
UNITED STATIONERS INC
$35.5M
0.2%
944,022 −15,069 −1.6% Reduced
CON-WAY INC
$34.4M
0.2%
723,757 −468,167 −39.3% Reduced
KBR KBR INC
$32.7M
0.2%
1,736,600 +966,400 +125.5% Added
MLKN MILLERKNOLL INC
$31.8M
0.2%
1,066,328 +464,696 +77.2% Added
SYMETRA FINANCIAL CORP
$31.5M
0.2%
1,349,225 +162,550 +13.7% Added
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$30.9M
0.2%
1,920,691 −11,975 −0.6% Reduced
DIOD DIODES INC
$30.6M
0.2%
1,277,711 +236,938 +22.8% Added
ENDURANCE SPECIALTY HOLDINGS
$29.6M
0.2%
536,224 +113,680 +26.9% Added
NATIONAL PENN BANCSHARES INC
$28.8M
0.2%
2,970,779 −2,150 −0.1% Reduced
TCF FINANCIAL CORP
$28.7M
0.2%
1,850,357 −12,225 −0.7% Reduced
VALIDUS HOLDINGS LTD
$28.5M
0.2%
728,176 +241,868 +49.7% Added
GD GENERAL DYNAMICS CORP
$28.3M
0.2%
222,875 −625 −0.3% Reduced
CMCO COLUMBUS MCKINNON CORP/NY
$28.1M
0.2%
1,277,536 +159,619 +14.3% Added
LLY ELI LILLY & CO
$27.9M
0.2%
430,175 −1,175 −0.3% Reduced
BBCN BANCORP INC
$27.6M
0.2%
1,889,366 −7,350 −0.4% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$27.5M
0.2%
1,203,123 −8,450 −0.7% Reduced
SRI STONERIDGE INC
$27.2M
0.1%
2,414,484 +196,100 +8.8% Added
NSIT INSIGHT ENTERPRISES INC
$26.2M
0.1%
1,156,327 −6,675 −0.6% Reduced
DGX QUEST DIAGNOSTICS INC
$26.1M
0.1%
429,700 −1,400 −0.3% Reduced
L-3 COMMUNICATIONS
$25.9M
0.1%
217,663 −375 −0.2% Reduced
ACM AECOM
$25.8M
0.1%
765,025 +5,875 +0.8% Added
DRH DIAMONDROCK HOSPITALITY CO
$25.3M
0.1%
1,996,101 −19,975 −1.0% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$25.1M
0.1%
499,361 −3,350 −0.7% Reduced
ARC DOCUMENT SOLUTIONS INC
$24.8M
0.1%
3,061,348 −18,300 −0.6% Reduced
MATW MATTHEWS INTL CORP-CLASS A
$24.6M
0.1%
560,613 −54,063 −8.8% Reduced
ROCK GIBRALTAR INDUSTRIES INC
$22.9M
0.1%
1,675,631 +782,637 +87.6% Added
GFF GRIFFON CORP
$22.8M
0.1%
1,998,583 +127,494 +6.8% Added
PHH CORP
$22.5M
0.1%
1,004,898 −5,550 −0.5% Reduced
TPC TUTOR PERINI CORP
$21.4M
0.1%
810,599 −3,800 −0.5% Reduced
SCHN1EUR SCHNITZER STEEL INDS INC-A
$19.3M
0.1%
803,642 −1,600 −0.2% Reduced
ASPEN INSURANCE HOLDINGS LTD
$18.0M
0.1%
419,861 −2,675 −0.6% Reduced
MONSTER WORLDWIDE INC
$17.6M
0.1%
3,194,903 −27,950 −0.9% Reduced
FE FIRSTENERGY CORP
$17.5M
0.1%
522,529 +101,280 +24.0% Added
MWA MUELLER WATER PRODUCTS INC-A
$17.2M
0.1%
2,080,258 −8,525 −0.4% Reduced
ACH ACCENDRA HEALTH INC
$17.2M
0.1%
525,138 +525,138 New
JBL JABIL INC
$16.4M
0.1%
814,863 +242,813 +42.4% Added
MUSA MURPHY USA INC
$16.0M
0.1%
301,887 −453,270 −60.0% Reduced
ROWAN COMPANIES PLC - A
$15.9M
0.1%
628,825 +273,175 +76.8% Added
PG PROCTER & GAMBLE CO
$14.6M
0.1%
174,779 +40,425 +30.1% Added
PJCEUR PIPER SANDLER COS
$14.1M
0.1%
270,654 −534,825 −66.4% Reduced
RNR RENAISSANCERE HOLDINGS LTD
$14.0M
0.1%
139,894 −9,034 −6.1% Reduced
WSFS WSFS FINANCIAL CORP
$13.2M
0.1%
184,593 −1,025 −0.6% Reduced
ALL ALLSTATE CORP
$11.6M
0.1%
189,640 −125,511 −39.8% Reduced
EG EVEREST GROUP LTD
$11.6M
0.1%
71,600 +24,675 +52.6% Added
EXC EXELON CORP
$11.5M
0.1%
336,366 +122,724 +57.4% Added
ASHLAND INC
$11.3M
0.1%
108,375 +36,700 +51.2% Added
GENERAL CABLE CORP DEL NE
$11.2M
0.1%
741,319 +741,319 New
EPR EPR PROPERTIES
$10.8M
0.1%
213,400 +75,075 +54.3% Added
RRX REGAL REXNORD CORP
$10.8M
0.1%
167,700 +71,575 +74.5% Added
WDC WESTERN DIGITAL CORP
$10.3M
0.1%
105,750 +22,625 +27.2% Added
TMK TORCHMARK CORP
$10.0M
0.1%
190,597 +78,448 +69.9% Added
TRS TRIMAS CORP
$10.0M
0.1%
410,202 +410,202 New
INGRAM MICRO INC CL-A
$8.6M
0.0%
331,700 −9,925 −2.9% Reduced
INTERNATIONAL GAME TECHNOLOGY
$8.5M
0.0%
506,350 Held
TSM TAIWAN SEMICONDUCTOR-SP ADR
$7.8M
0.0%
386,375 Held
ACE LTD
$4.8M
0.0%
45,684 −10,425 −18.6% Reduced
ADVANCED SEMICONDUCTOR E-ADR
$3.3M
0.0%
553,800 −152,268 −21.6% Reduced
BPOP POPULAR INC
$3.3M
0.0%
110,730 Held
SHG SHINHAN FINANCIAL GROUP-ADR
$3.1M
0.0%
67,600 −35,475 −34.4% Reduced
STEEL EXCEL INC
$2.2M
0.0%
68,662 −100 −0.1% Reduced
PBR PETROLEO BRASILEIRO-SPON ADR
$1.1M
0.0%
77,100 Held
USNZY USINAS SIDERURG MINAS-SP ADR
$36K
0.0%
13,782 +13,782 New

Sold positions

2 closed in Q3 2014 · shares & value as of prior filing
Holding Shares sold Prior value
CHE CHEMED CORP
281,109 $26.3M
VCA INC
312,197 $11.0M

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.