whalepapers
Overview/ Pzena Investment Management LLC/ Q3 2017

Pzena Investment Management LLC

Richard Pzena · As of Q3 2017 · filed Nov 3, 2017

Q3 2017

Holdings

151 positions · Δ vs prior quarter
MYL MYLAN NV
$712.8M
3.8%
22,721,384 +10,381,697 +84.1% Added
C CITIGROUP INC
$605.3M
3.2%
8,321,384 −45,018 −0.5% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$552.5M
2.9%
37,560,840 +15,431,606 +69.7% Added
DOV DOVER CORP
$513.0M
2.7%
5,613,811 +14,504 +0.3% Added
VOYA VOYA FINANCIAL INC
$511.1M
2.7%
12,812,884 −12,197 −0.1% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$502.3M
2.7%
6,925,051 −85,829 −1.2% Reduced
BAC BANK OF AMERICA CORP
$497.4M
2.6%
19,628,386 −862,168 −4.2% Reduced
ORCL ORACLE CORP
$480.5M
2.5%
9,937,040 −128,232 −1.3% Reduced
OMC OMNICOM GROUP
$469.8M
2.5%
6,343,295 +364,309 +6.1% Added
BEN FRANKLIN TEMPLETON INC
$460.4M
2.4%
10,343,161 −5,258 −0.1% Reduced
RDS/A SHELL PLC-SPON ADR-A
$455.6M
2.4%
7,521,061 −22,725 −0.3% Reduced
MS MORGAN STANLEY
$434.9M
2.3%
9,028,020 −76,734 −0.8% Reduced
WMT WALMART INC
$406.4M
2.1%
5,201,567 +67,231 +1.3% Added
AIG AMERICAN INTERNATIONAL GROUP
$399.5M
2.1%
6,507,357 +46,738 +0.7% Added
JPM JPMORGAN CHASE & CO
$392.7M
2.1%
4,111,732 −42,645 −1.0% Reduced
COF CAPITAL ONE FINANCIAL CORP
$388.5M
2.1%
4,588,908 +547,262 +13.5% Added
MCK MCKESSON CORP
$377.7M
2.0%
2,458,531 +360,676 +17.2% Added
EXMOC EXXON MOBIL CORP
$341.4M
1.8%
4,164,184 −1,052,702 −20.2% Reduced
GS GOLDMAN SACHS GROUP INC
$332.9M
1.8%
1,403,492 −10,808 −0.8% Reduced
AVT AVNET INC
$320.5M
1.7%
8,154,011 +570,577 +7.5% Added
NWSA NEWS CORP - CLASS A
$310.0M
1.6%
23,381,277 +190,763 +0.8% Added
WFC WELLS FARGO & CO
$304.3M
1.6%
5,517,855 +4,014,688 +267.1% Added
F FORD MOTOR CO
$304.2M
1.6%
25,409,816 +1,597,098 +6.7% Added
MET METLIFE INC
$290.8M
1.5%
5,596,775 +114,178 +2.1% Added
HLT HILTON WORLDWIDE HOLDINGS IN
$289.7M
1.5%
4,171,275 +18,395 +0.4% Added
STT STATE STREET CORP
$265.9M
1.4%
2,782,766 −30,698 −1.1% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$262.3M
1.4%
4,576,149 −6,557 −0.1% Reduced
MUR MURPHY OIL CORP
$255.2M
1.3%
9,609,282 +98,500 +1.0% Added
CIGNA CORP
$252.4M
1.3%
1,350,411 −432,766 −24.3% Reduced
BP BP PLC-SPONS ADR
$238.0M
1.3%
6,193,921 +3,445 +0.1% Added
CVE CENOVUS ENERGY INC
$234.8M
1.2%
23,437,925 +1,358,962 +6.2% Added
EXPRESS SCRIPTS HOLDING CO
$222.2M
1.2%
3,509,800 +670,922 +23.6% Added
TEX TEREX CORP
$203.6M
1.1%
4,522,248 −659,696 −12.7% Reduced
XL GROUP LTD
$202.6M
1.1%
5,135,631 −62,218 −1.2% Reduced
WTW WILLIS TOWERS WATSON PLC
$194.8M
1.0%
1,263,039 −65,998 −5.0% Reduced
UBS UBS GROUP AG-REG
$189.9M
1.0%
11,073,595 −47,328 −0.4% Reduced
HAL HALLIBURTON CO
$186.5M
1.0%
4,052,148 +3,299,262 +438.2% Added
IPG INTERPUBLIC GROUP OF COS INC
$186.4M
1.0%
8,964,724 +23,799 +0.3% Added
RF REGIONS FINANCIAL CORP
$180.0M
1.0%
11,817,778 −8,100,834 −40.7% Reduced
PH PARKER HANNIFIN CORP
$155.9M
0.8%
890,562 −392,706 −30.6% Reduced
PFE PFIZER INC
$143.1M
0.8%
4,008,274 +1,676,000 +71.9% Added
MICRO FOCUS INTL-SPN ADR
$139.9M
0.7%
4,387,043 +4,387,043 New
JELD JELD-WEN HOLDING INC
$139.5M
0.7%
3,926,448 +763,166 +24.1% Added
EIX EDISON INTERNATIONAL
$137.6M
0.7%
1,782,467 −1,919 −0.1% Reduced
SWK STANLEY BLACK & DECKER INC
$131.1M
0.7%
868,306 −367,280 −29.7% Reduced
KEY KEYCORP
$128.9M
0.7%
6,846,555 −22,961 −0.3% Reduced
CAH CARDINAL HEALTH INC
$120.9M
0.6%
1,806,522 +747,718 +70.6% Added
ALL ALLSTATE CORP
$118.0M
0.6%
1,283,852 −166,726 −11.5% Reduced
HPQ HP INC
$109.9M
0.6%
5,503,587 −608,463 −10.0% Reduced
LAMR LAMAR ADVERTISING CO-A
$109.0M
0.6%
1,590,436 −1,989 −0.1% Reduced
ON ON SEMICONDUCTOR
$106.9M
0.6%
5,786,917 −3,133,781 −35.1% Reduced
STXN SEAGATE TECHNOLOGY HOLDINGS
$104.1M
0.6%
3,138,486 −8,036 −0.3% Reduced
BIDU BAIDU INC - SPON ADR
$103.7M
0.5%
418,814 −13,048 −3.0% Reduced
ATUEUR ACTUANT CORP-A
$100.3M
0.5%
3,917,524 +605,973 +18.3% Added
MRK MERCK & CO. INC.
$97.3M
0.5%
1,519,959 +695,019 +84.3% Added
MSFT MICROSOFT CORP
$95.0M
0.5%
1,274,898 −72,035 −5.3% Reduced
FITB FIFTH THIRD BANCORP
$88.6M
0.5%
3,165,147 −3,184 −0.1% Reduced
IVZ INVESCO LTD
$88.0M
0.5%
2,511,163 −1,563 −0.1% Reduced
CSCO CISCO SYSTEMS INC
$84.6M
0.4%
2,517,046 +10,265 +0.4% Added
ACM AECOM
$82.0M
0.4%
2,227,773 +195 +0.0% Added
AGREUR AVANGRID INC
$81.6M
0.4%
1,721,190 +726 +0.0% Added
WED WEBSTER FINANCIAL CORP
$81.1M
0.4%
1,543,338 +30,216 +2.0% Added
G GENPACT LTD
$75.9M
0.4%
2,639,134 −30,930 −1.2% Reduced
FLEX FLEX LTD
$73.4M
0.4%
4,427,995 −124,263 −2.7% Reduced
THG HANOVER INSURANCE GROUP INC/
$72.4M
0.4%
746,426 +746,426 New
COP CONOCOPHILLIPS
$72.2M
0.4%
1,442,900 −1,058,275 −42.3% Reduced
KBR KBR INC
$71.3M
0.4%
3,988,595 −780,667 −16.4% Reduced
ASPEN INSURANCE HOLDINGS LTD
$68.2M
0.4%
1,687,551 +593,268 +54.2% Added
TRS TRIMAS CORP
$66.7M
0.4%
2,469,675 −219,332 −8.2% Reduced
VIV1USD TELEFONICA BRASIL-ADR PREF
$60.8M
0.3%
3,837,652 −6,868 −0.2% Reduced
TEL1USD TE CONNECTIVITY LTD
$60.6M
0.3%
729,627 +129 +0.0% Added
KEL KELLANOVA
$60.6M
0.3%
971,006 +157 +0.0% Added
DOORUSD MASONITE INTERNATIONAL CORP
$59.4M
0.3%
858,682 +71,864 +9.1% Added
CFG CITIZENS FINANCIAL GROUP
$59.1M
0.3%
1,560,442 Held
ASB ASSOCIATED BANC-CORP
$59.0M
0.3%
2,433,590 +68,380 +2.9% Added
ROCK GIBRALTAR INDUSTRIES INC
$57.7M
0.3%
1,852,838 +1,059,175 +133.5% Added
SCSC SCANSOURCE INC
$57.5M
0.3%
1,317,928 +42,025 +3.3% Added
ESSENDANT INC
$57.0M
0.3%
4,325,038 +832,767 +23.8% Added
CVS CVS HEALTH CORP
$56.9M
0.3%
699,872 −202 −0.0% Reduced
CMA COMERICA INC
$56.9M
0.3%
745,540 −28,561 −3.7% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$53.8M
0.3%
1,168,695 −9,801 −0.8% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$53.8M
0.3%
1,848,605 −588,554 −24.1% Reduced
CHART INDUSTRIES INC
$53.1M
0.3%
1,353,367 +37,964 +2.9% Added
VERIFONE SYSTEMS INC
$50.1M
0.3%
2,469,466 +61,228 +2.5% Added
CUBUSD CUBIC CORP
$48.2M
0.3%
946,046 +31,917 +3.5% Added
R RYDER SYSTEM INC
$47.6M
0.3%
563,280 +563,280 New
ACH ACCENDRA HEALTH INC
$47.2M
0.2%
1,617,568 +50,156 +3.2% Added
GTS TRIPLE-S MANAGEMENT CORP
$46.0M
0.2%
1,943,218 −126,500 −6.1% Reduced
SUPERIOR ENERGY SERVICES INC
$45.2M
0.2%
4,232,913 +234,565 +5.9% Added
HOPE HOPE BANCORP INC
$43.0M
0.2%
2,429,412 +143,907 +6.3% Added
DBDEUR DIEBOLD NIXDORF INC
$42.3M
0.2%
1,849,198 +1,849,198 New
AXE3EUR ANIXTER INTERNATIONAL INC
$41.1M
0.2%
484,032 +15,567 +3.3% Added
NSIT INSIGHT ENTERPRISES INC
$39.4M
0.2%
857,501 +24,575 +3.0% Added
QCOM QUALCOMM INC
$38.6M
0.2%
743,776 Held
CAR AVIS BUDGET GROUP INC
$37.7M
0.2%
990,635 +990,635 New
AGIIGBP ARGO GROUP INTERNATIONAL
$36.6M
0.2%
594,713 +22,078 +3.9% Added
FTI TECHNIPFMC PLC
$35.5M
0.2%
1,271,841 Held
VALIDUS HOLDINGS LTD
$33.9M
0.2%
689,064 −60 −0.0% Reduced
PLY GEM HOLDINGS INC
$33.3M
0.2%
1,952,430 +1,092,714 +127.1% Added
GENERAL CABLE CORP DEL NE
$33.0M
0.2%
1,751,815 +40,856 +2.4% Added
T AT&T INC
$32.3M
0.2%
824,665 +580 +0.1% Added
L3 TECHNOLOGIES, INC.
$31.7M
0.2%
168,036 Held
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$31.1M
0.2%
1,325,864 +47,760 +3.7% Added
BHF BRIGHTHOUSE FINANCIAL INC
$30.3M
0.2%
498,285 +498,285 New
ETR ENTERGY CORP
$28.3M
0.1%
370,263 +129 +0.0% Added
TMK TORCHMARK CORP
$26.4M
0.1%
329,857 −147,804 −30.9% Reduced
TCF FINANCIAL CORP
$26.3M
0.1%
1,543,959 −126,420 −7.6% Reduced
LMEUR LEGG MASON INC
$25.1M
0.1%
639,775 Held
UVV UNIVERSAL CORP/VA
$24.8M
0.1%
433,248 +65,556 +17.8% Added
ARW ARROW ELECTRONICS INC
$24.5M
0.1%
304,670 Held
PGR PROGRESSIVE CORP
$24.0M
0.1%
495,450 −583 −0.1% Reduced
GLW CORNING INC
$21.3M
0.1%
713,246 −742,887 −51.0% Reduced
PCG P G & E CORP
$21.3M
0.1%
313,010 Held
BKR BAKER HUGHES CO
$21.3M
0.1%
580,451 +580,451 New
EG EVEREST GROUP LTD
$20.8M
0.1%
91,099 −95 −0.1% Reduced
JBL JABIL INC
$20.4M
0.1%
712,955 Held
TSM TAIWAN SEMICONDUCTOR-SP ADR
$20.1M
0.1%
535,958 −12,908 −2.4% Reduced
HIG HARTFORD INSURANCE GROUP INC
$17.4M
0.1%
314,390 Held
SRI STONERIDGE INC
$17.1M
0.1%
861,904 −386,186 −30.9% Reduced
HOSPITALITY PROPERTIES TRUST
$16.7M
0.1%
586,728 Held
KSS KOHLS CORP
$15.8M
0.1%
347,073 −4,101 −1.2% Reduced
GNW GENWORTH FINANCIAL INC
$15.3M
0.1%
3,966,700 −36,926 −0.9% Reduced
WAIREUR WESCO AIRCRAFT HOLDINGS INC
$14.7M
0.1%
1,559,373 +7,369 +0.5% Added
ARC DOCUMENT SOLUTIONS INC
$13.8M
0.1%
3,373,756 −452,682 −11.8% Reduced
ROWAN COMPANIES PLC - A
$12.8M
0.1%
996,725 Held
DXC DXC TECHNOLOGY CO
$12.3M
0.1%
142,637 −26,877 −15.9% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$12.0M
0.1%
1,099,717 +53,768 +5.1% Added
KKR & CO LP
$11.6M
0.1%
568,442 −7,532 −1.3% Reduced
VRTUUSD VIRTUSA CORP
$9.7M
0.1%
256,969 −279,635 −52.1% Reduced
APOLLO GLOBAL MANAGEMENT-A
$8.7M
0.0%
290,089 −8,086 −2.7% Reduced
WSFS WSFS FINANCIAL CORP
$7.9M
0.0%
161,373 −176,776 −52.3% Reduced
NWS NEWS CORP - CLASS B
$7.5M
0.0%
547,085 −13,449 −2.4% Reduced
PKX POSCO HOLDINGS INC -SPON ADR
$6.5M
0.0%
93,495 Held
SHG SHINHAN FINANCIAL GROUP-ADR
$3.4M
0.0%
77,844 Held
DIOD DIODES INC
$1.4M
0.0%
45,273 −893,890 −95.2% Reduced
LUKOY LUKOIL PJSC-SPON ADR
$867K
0.0%
16,350 Held
SO SOUTHERN CO
$383K
0.0%
7,800 +346 +4.6% Added
DOX AMDOCS LTD
$369K
0.0%
5,737 −41 −0.7% Reduced
VST VISTRA CORP
$367K
0.0%
19,628 +19,628 New
INGR INGREDION INC
$366K
0.0%
3,033 +3,033 New
CB CHUBB LTD
$364K
0.0%
2,551 −49,075 −95.1% Reduced
BRO BROWN & BROWN INC
$352K
0.0%
7,295 +2,208 +43.4% Added
PM8 PREMIER INC-CLASS A
$342K
0.0%
10,508 +479 +4.8% Added
ZBH ZIMMER BIOMET HOLDINGS INC
$237K
0.0%
2,023 Held
AMGN AMGEN INC
$234K
0.0%
1,255 −84 −6.3% Reduced
INTC INTEL CORP
$234K
0.0%
6,152 −8,484,091 −99.9% Reduced
YUSD ALLEGHANY CORP
$232K
0.0%
419 −183 −30.4% Reduced
GILD GILEAD SCIENCES INC
$232K
0.0%
2,869 +2,869 New
OHI OMEGA HEALTHCARE INVESTORS
$223K
0.0%
6,989 −3,297 −32.1% Reduced
COR CENCORA INC
$201K
0.0%
2,433 −169 −6.5% Reduced
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$144K
0.0%
11,795 −1,111 −8.6% Reduced

Sold positions

11 closed in Q3 2017 · shares & value as of prior filing
Holding Shares sold Prior value
STAPLES INC
29,636,356 $298.4M
ABT ABBOTT LABORATORIES
2,298,718 $111.7M
JNJ JOHNSON & JOHNSON
737,844 $97.6M
DAN DANA INC
3,017,256 $67.4M
BAKER HUGHES INC
580,451 $31.6M
AETNA INC
154,946 $23.5M
OC OWENS CORNING
203,330 $13.6M
CMCO COLUMBUS MCKINNON CORP/NY
293,625 $7.5M
ABBV ABBVIE INC
5,137 $372K
DVA DAVITA INC
3,398 $220K
TDG TRANSDIGM GROUP INC
758 $204K

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.