whalepapers
Overview/ Pzena Investment Management LLC/ Q3 2018

Pzena Investment Management LLC

Richard Pzena · As of Q3 2018 · filed Nov 9, 2018

Q3 2018

Holdings

183 positions · Δ vs prior quarter
MYL MYLAN NV
$792.7M
3.9%
21,657,877 +542,725 +2.6% Added
EIX EDISON INTERNATIONAL
$605.7M
2.9%
8,949,790 +1,113,386 +14.2% Added
ORCL ORACLE CORP
$585.9M
2.8%
11,363,826 −59,141 −0.5% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$561.0M
2.7%
34,394,158 +390,298 +1.1% Added
C CITIGROUP INC
$550.3M
2.7%
7,670,706 −250,256 −3.2% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$521.3M
2.5%
6,757,585 +413,436 +6.5% Added
COF CAPITAL ONE FINANCIAL CORP
$517.8M
2.5%
5,454,942 +17,385 +0.3% Added
VOYA VOYA FINANCIAL INC
$500.4M
2.4%
10,075,127 −68,115 −0.7% Reduced
OMC OMNICOM GROUP
$498.6M
2.4%
7,329,788 +28,712 +0.4% Added
BAC BANK OF AMERICA CORP
$476.2M
2.3%
16,165,550 −237,817 −1.4% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$473.2M
2.3%
8,888,538 +110,353 +1.3% Added
DOV DOVER CORP
$466.9M
2.3%
5,273,351 −469,567 −8.2% Reduced
WFC WELLS FARGO & CO
$422.1M
2.1%
8,030,033 +78,184 +1.0% Added
MCK MCKESSON CORP
$419.2M
2.0%
3,160,195 +323,485 +11.4% Added
EXMOC EXXON MOBIL CORP
$396.0M
1.9%
4,657,853 +145,246 +3.2% Added
MET METLIFE INC
$395.7M
1.9%
8,470,138 +155,350 +1.9% Added
AXS AXIS CAPITAL HOLDINGS LTD
$395.4M
1.9%
6,851,545 +281,614 +4.3% Added
RDS/A SHELL PLC-SPON ADR-A
$395.4M
1.9%
5,802,587 −203,979 −3.4% Reduced
NOVEUR NATIONAL OILWELL VARCO INC
$395.3M
1.9%
9,175,821 +4,761,228 +107.9% Added
JPM JPMORGAN CHASE & CO
$381.9M
1.9%
3,384,202 +3,516 +0.1% Added
IPG INTERPUBLIC GROUP OF COS INC
$381.8M
1.9%
16,696,074 +65,158 +0.4% Added
F FORD MOTOR CO
$377.4M
1.8%
40,804,784 −1,851,791 −4.3% Reduced
MS MORGAN STANLEY
$377.2M
1.8%
8,099,085 −148,181 −1.8% Reduced
GENERAL ELECTRIC CO
$376.5M
1.8%
33,345,586 +16,297,449 +95.6% Added
AVT AVNET INC
$363.4M
1.8%
8,116,307 −918,801 −10.2% Reduced
MRK MERCK & CO. INC.
$341.8M
1.7%
4,817,760 −86,576 −1.8% Reduced
NWL NEWELL BRANDS INC
$339.6M
1.7%
16,727,033 +144,819 +0.9% Added
AMGN AMGEN INC
$325.8M
1.6%
1,571,550 −6,549 −0.4% Reduced
AXA EQUITABLE HOLDINGS INC
$302.5M
1.5%
14,103,921 +2,353,431 +20.0% Added
NWSA NEWS CORP - CLASS A
$297.3M
1.4%
22,541,912 +269,975 +1.2% Added
EXPRESS SCRIPTS HOLDING CO
$290.2M
1.4%
3,054,162 −49,386 −1.6% Reduced
GS GOLDMAN SACHS GROUP INC
$275.3M
1.3%
1,227,484 +28,887 +2.4% Added
BEN FRANKLIN TEMPLETON INC
$272.5M
1.3%
8,962,292 −1,569,547 −14.9% Reduced
KKR KKR & CO INC
$255.9M
1.2%
9,382,203 +9,382,203 New
WMT WALMART INC
$253.0M
1.2%
2,694,252 −726,971 −21.2% Reduced
BP BP PLC-SPONS ADR
$240.3M
1.2%
5,211,715 −19,902 −0.4% Reduced
MUR MURPHY OIL CORP
$206.7M
1.0%
6,200,307 −1,640,064 −20.9% Reduced
CVE CENOVUS ENERGY INC
$198.6M
1.0%
19,798,979 −1,375,634 −6.5% Reduced
PFE PFIZER INC
$195.6M
1.0%
4,438,430 −18,237 −0.4% Reduced
WTW WILLIS TOWERS WATSON PLC
$192.0M
0.9%
1,362,396 +80,082 +6.2% Added
HAL HALLIBURTON CO
$170.5M
0.8%
4,207,380 +400,223 +10.5% Added
JELD JELD-WEN HOLDING INC
$169.4M
0.8%
6,868,438 +76,185 +1.1% Added
R RYDER SYSTEM INC
$161.3M
0.8%
2,207,906 +121,683 +5.8% Added
MD PEDIATRIX MEDICAL GROUP INC
$151.8M
0.7%
3,254,122 +954,322 +41.5% Added
KEY KEYCORP
$140.3M
0.7%
7,051,998 −2,446 −0.0% Reduced
CAH CARDINAL HEALTH INC
$140.2M
0.7%
2,595,962 −336,172 −11.5% Reduced
AXE3EUR ANIXTER INTERNATIONAL INC
$137.8M
0.7%
1,960,806 +3,171 +0.2% Added
CSCO CISCO SYSTEMS INC
$133.9M
0.7%
2,752,085 −7,934 −0.3% Reduced
TEX TEREX CORP
$129.8M
0.6%
3,251,948 −18,273 −0.6% Reduced
UBS UBS GROUP AG-REG
$124.6M
0.6%
7,922,450 −2,855,140 −26.5% Reduced
ATUEUR ACTUANT CORP-A
$120.9M
0.6%
4,334,688 +44,639 +1.0% Added
FITB FIFTH THIRD BANCORP
$117.0M
0.6%
4,189,443 +113,728 +2.8% Added
BIDU BAIDU INC - SPON ADR
$89.4M
0.4%
390,819 +6,838 +1.8% Added
RF REGIONS FINANCIAL CORP
$88.6M
0.4%
4,830,534 −41,362 −0.8% Reduced
G GENPACT LTD
$86.2M
0.4%
2,816,963 +60,258 +2.2% Added
AGREUR AVANGRID INC
$84.8M
0.4%
1,769,086 +339 +0.0% Added
IVZ INVESCO LTD
$84.5M
0.4%
3,692,021 +1,071,967 +40.9% Added
FLEX FLEX LTD
$83.6M
0.4%
6,374,944 +1,723,059 +37.0% Added
CAR AVIS BUDGET GROUP INC
$82.9M
0.4%
2,578,026 +610,949 +31.1% Added
KBR KBR INC
$79.4M
0.4%
3,756,610 +51,285 +1.4% Added
ACM AECOM
$79.2M
0.4%
2,424,679 +74,409 +3.2% Added
CIGNA CORP
$76.1M
0.4%
365,475 −3,381 −0.9% Reduced
ASPEN INSURANCE HOLDINGS LTD
$71.5M
0.3%
1,710,089 +228,820 +15.4% Added
CSL CARLISLE COS INC
$71.2M
0.3%
584,301 −138,913 −19.2% Reduced
THG HANOVER INSURANCE GROUP INC/
$69.9M
0.3%
566,204 −19,834 −3.4% Reduced
KEL KELLANOVA
$69.6M
0.3%
993,767 +18 +0.0% Added
TRS TRIMAS CORP
$69.5M
0.3%
2,287,066 −1,526 −0.1% Reduced
WED WEBSTER FINANCIAL CORP
$68.7M
0.3%
1,164,962 −104,708 −8.2% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$65.5M
0.3%
1,021,286 +19,238 +1.9% Added
REALOGY HOLDINGS CORP
$64.3M
0.3%
3,116,972 +59,644 +2.0% Added
FTI TECHNIPFMC PLC
$63.8M
0.3%
2,040,870 −2,919 −0.1% Reduced
ALL ALLSTATE CORP
$62.1M
0.3%
629,391 −635 −0.1% Reduced
PH PARKER HANNIFIN CORP
$60.8M
0.3%
330,743 −27 −0.0% Reduced
VIV1USD TELEFONICA BRASIL-ADR PREF
$57.9M
0.3%
5,947,709 +448,871 +8.2% Added
ESSENDANT INC
$57.6M
0.3%
4,493,015 −447,209 −9.1% Reduced
ASB ASSOCIATED BANC-CORP
$57.3M
0.3%
2,203,770 −35,854 −1.6% Reduced
CVS CVS HEALTH CORP
$56.6M
0.3%
719,080 −3,706 −0.5% Reduced
SWK STANLEY BLACK & DECKER INC
$56.1M
0.3%
383,172 +27 +0.0% Added
GJB STEELCASE INC-CL A
$54.2M
0.3%
2,928,942 −464,789 −13.7% Reduced
SNA SNAP-ON INC
$54.1M
0.3%
294,575 −9,879 −3.2% Reduced
QCOM QUALCOMM INC
$51.3M
0.2%
711,742 Held
ROCK GIBRALTAR INDUSTRIES INC
$49.9M
0.2%
1,095,329 −474,564 −30.2% Reduced
HPQ HP INC
$48.8M
0.2%
1,891,940 −29,537 −1.5% Reduced
UVV UNIVERSAL CORP/VA
$48.6M
0.2%
747,962 +103,272 +16.0% Added
SCSC SCANSOURCE INC
$48.5M
0.2%
1,216,386 −8,000 −0.7% Reduced
HOPE HOPE BANCORP INC
$48.4M
0.2%
2,994,773 −23,843 −0.8% Reduced
NSIT INSIGHT ENTERPRISES INC
$47.0M
0.2%
869,267 −10,886 −1.2% Reduced
CLSEUR CELESTICA INC
$46.1M
0.2%
4,255,292 +1,448,143 +51.6% Added
AELUSD AMERICAN EQUITY INVT LIFE HL
$43.2M
0.2%
1,220,594 −220,326 −15.3% Reduced
NCI1EUR NAVIGANT CONSULTING INC
$39.1M
0.2%
1,695,061 −11,863 −0.7% Reduced
MSFT MICROSOFT CORP
$37.2M
0.2%
325,238 −2,029 −0.6% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$36.9M
0.2%
585,301 −3,356 −0.6% Reduced
L3 TECHNOLOGIES, INC.
$36.3M
0.2%
170,909 Held
TCF FINANCIAL CORP
$32.9M
0.2%
1,380,869 −17,297 −1.2% Reduced
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$32.8M
0.2%
1,232,176 −13,676 −1.1% Reduced
COP CONOCOPHILLIPS
$32.1M
0.2%
414,360 −522 −0.1% Reduced
ETR ENTERGY CORP
$30.9M
0.2%
380,920 Held
T AT&T INC
$28.5M
0.1%
847,952 +69 +0.0% Added
SYU1 SYNOVUS FINANCIAL CORP
$27.6M
0.1%
602,769 −10,359 −1.7% Reduced
GTS TRIPLE-S MANAGEMENT CORP
$25.5M
0.1%
1,350,013 +3,759 +0.3% Added
GM GENERAL MOTORS CO
$24.9M
0.1%
739,178 +739,178 New
IBN ICICI BANK LTD-SPON ADR
$24.8M
0.1%
2,919,124 +430,144 +17.3% Added
TMK TORCHMARK CORP
$24.2M
0.1%
279,538 Held
ARW ARROW ELECTRONICS INC
$22.5M
0.1%
304,547 Held
SUPERIOR ENERGY SERVICES INC
$22.0M
0.1%
2,257,080 −31,734 −1.4% Reduced
HIG HARTFORD INSURANCE GROUP INC
$21.2M
0.1%
424,371 +163 +0.0% Added
EG EVEREST GROUP LTD
$20.8M
0.1%
91,025 Held
LMEUR LEGG MASON INC
$20.0M
0.1%
639,775 Held
JBL JABIL INC
$19.3M
0.1%
712,758 Held
TSM TAIWAN SEMICONDUCTOR-SP ADR
$19.0M
0.1%
429,146 −194,355 −31.2% Reduced
ROWAN COMPANIES PLC - A
$18.8M
0.1%
996,725 Held
EVTC EVERTEC INC
$18.0M
0.1%
745,993 −437,257 −37.0% Reduced
HOSPITALITY PROPERTIES TRUST
$17.0M
0.1%
590,723 Held
WOO FOOT LOCKER INC
$16.9M
0.1%
330,662 −249,742 −43.0% Reduced
WAIREUR WESCO AIRCRAFT HOLDINGS INC
$16.4M
0.1%
1,456,788 −48,813 −3.2% Reduced
BKR BAKER HUGHES CO
$14.8M
0.1%
438,440 +61 +0.0% Added
DRH DIAMONDROCK HOSPITALITY CO
$13.8M
0.1%
1,183,133 +110,708 +10.3% Added
CUBUSD CUBIC CORP
$12.4M
0.1%
169,939 −191,234 −52.9% Reduced
CMA COMERICA INC
$10.9M
0.1%
121,055 −119,237 −49.6% Reduced
1RG REV GROUP INC
$10.4M
0.1%
664,881 +664,881 New
APOLLO GLOBAL MANAGEMENT-A
$10.4M
0.1%
302,057 −43,975 −12.7% Reduced
PKX POSCO HOLDINGS INC -SPON ADR
$10.0M
0.0%
151,897 +45,244 +42.4% Added
SHG SHINHAN FINANCIAL GROUP-ADR
$5.8M
0.0%
145,724 +62,600 +75.3% Added
ARC DOCUMENT SOLUTIONS INC
$5.8M
0.0%
2,026,325 −2,801 −0.1% Reduced
WSFS WSFS FINANCIAL CORP
$5.7M
0.0%
120,314 +835 +0.7% Added
STT STATE STREET CORP
$5.2M
0.0%
61,957 −971,662 −94.0% Reduced
LNVGY LENOVO GROUP LTD-ADR
$5.0M
0.0%
345,000 +345,000 New
CHLUSD CHINA MOBILE LTD-SPON ADR
$4.6M
0.0%
93,300 +72,800 +355.1% Added
LUKOY LUKOIL PJSC-SPON ADR
$4.0M
0.0%
52,919 +44,400 +521.2% Added
HON HAI PRECISION INDUSTRY 144A ADR
$3.9M
0.0%
759,467 +759,467 New
30294GBX HYUNDAI MOTOR-GDR
$3.8M
0.0%
64,300 +64,300 New
SSNHZ SAMSUNG ELECTR-GDR REG S
$3.6M
0.0%
3,400 +3,400 New
WLMIY WILMAR INTERNATIONAL-UNS ADR
$3.1M
0.0%
132,800 +132,800 New
CRPJY CHINA RESOURCES-UNSPON ADR
$3.1M
0.0%
117,600 +117,600 New
CEZ AS - ADR
$2.7M
0.0%
207,400 +207,400 New
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$2.6M
0.0%
553,400 +553,400 New
SSL SASOL LTD-SPONSORED ADR
$2.6M
0.0%
68,000 +68,000 New
CHINA AGRI-INDUSTRIES-UN ADR
$2.5M
0.0%
327,200 +327,200 New
NWS NEWS CORP - CLASS B
$2.3M
0.0%
167,435 +107 +0.1% Added
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$2.3M
0.0%
44,800 +44,800 New
NORDIC AMERICAN OFFSHORE LTD
$2.0M
0.0%
2,027,064 +2,027,064 New
KB KB FINANCIAL GROUP INC-ADR
$1.9M
0.0%
38,500 +38,500 New
HPIFY HUADIAN POWER INTL-UNSP ADR
$1.8M
0.0%
156,000 +156,000 New
SBKFF STATE BANK OF INDI-GDR REG S
$1.7M
0.0%
48,000 +48,000 New
RNRTY REUNERT LTD-UNSPONSORED ADR
$1.7M
0.0%
159,600 +159,600 New
BKKLY BANGKOK BANK PCL-UNSPON ADR
$1.7M
0.0%
51,748 +51,748 New
AKBTY AKBANK T.A.S.-ADR
$1.6M
0.0%
727,200 +727,200 New
SIAM COMMERCIAL BANK - UNSP ADR
$1.6M
0.0%
85,636 +85,636 New
GBXXY GRAND BAOXIN AUTO - UNSP ADR
$1.4M
0.0%
489,200 +489,200 New
PBDBY BANK DANAMON INDON-UNSP ADR
$1.3M
0.0%
139,100 +139,100 New
OTPIY OTP BANK NYRT-144A GDR
$1.3M
0.0%
68,700 +68,700 New
BRSEUR BRISTOW GROUP INC
$1.2M
0.0%
99,108 +99,108 New
CICHY CHINA CONSTRUCT-UNSPON ADR
$1.2M
0.0%
66,500 +66,500 New
CSUAY CHINA SHENHUA-UNSPON ADR
$1.2M
0.0%
126,700 +126,700 New
CFG CITIZENS FINANCIAL GROUP
$1.0M
0.0%
25,992 Held
CRL CHARLES RIVER LABORATORIES
$755K
0.0%
5,615 +3,390 +152.4% Added
PBR/A PETROLEO BRASIL-SP PREF ADR
$721K
0.0%
68,900 +68,900 New
HCP INC
$699K
0.0%
26,570 −3,021 −10.2% Reduced
SSNC SS&C TECHNOLOGIES HOLDINGS
$688K
0.0%
12,108 +623 +5.4% Added
BKNG BOOKING HOLDINGS INC
$673K
0.0%
339 +7 +2.1% Added
LAMR LAMAR ADVERTISING CO-A
$673K
0.0%
8,650 −1,411 −14.0% Reduced
BIIB BIOGEN INC
$659K
0.0%
1,864 +74 +4.1% Added
ZBH ZIMMER BIOMET HOLDINGS INC
$600K
0.0%
4,567 Held
INGR INGREDION INC
$589K
0.0%
5,615 Held
PCG P G & E CORP
$575K
0.0%
12,507 Held
DOX AMDOCS LTD
$565K
0.0%
8,557 Held
OHI OMEGA HEALTHCARE INVESTORS
$540K
0.0%
16,471 −440 −2.6% Reduced
CDGXY CHINA DONGXIANG GRP-UNSP ADR
$537K
0.0%
64,100 +64,100 New
LGEIY LG ELECTRONICS INC-GDR 144A
$531K
0.0%
16,600 +16,600 New
SO SOUTHERN CO
$473K
0.0%
10,846 Held
CELG CELGENE CORP
$404K
0.0%
4,518 Held
CRI CARTER'S INC
$382K
0.0%
3,872 Held
AZO AUTOZONE INC
$372K
0.0%
479 +34 +7.6% Added
JLL JONES LANG LASALLE INC
$368K
0.0%
2,547 −411 −13.9% Reduced
NEU NEWMARKET CORP
$322K
0.0%
794 Held
HFCUSD HOLLYFRONTIER CORP
$301K
0.0%
4,307 +4,307 New
QRVO QORVO INC
$297K
0.0%
3,865 +3,865 New
WELL WELLTOWER INC
$288K
0.0%
4,485 +4,485 New
PK PARK HOTELS & RESORTS INC
$284K
0.0%
8,664 +8,664 New
CBRE CBRE GROUP INC - A
$226K
0.0%
5,123 +5,123 New
PBR PETROLEO BRASILEIRO-SPON ADR
$193K
0.0%
16,000 +16,000 New
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$116K
0.0%
11,354 +11,354 New
SPIRIT REALTY CAPITAL INC
$99K
0.0%
12,328 Held

Sold positions

16 closed in Q3 2018 · shares & value as of prior filing
Holding Shares sold Prior value
MICRO FOCUS INTL-SPN ADR
4,247,315 $73.4M
VERIFONE SYSTEMS INC
2,115,261 $48.3M
DBDEUR DIEBOLD NIXDORF INC
3,420,967 $40.9M
KSS KOHLS CORP
346,078 $25.2M
XL GROUP LTD
419,343 $23.5M
CHART INDUSTRIES INC
371,555 $22.9M
KKR & CO LP
641,030 $15.9M
BHF BRIGHTHOUSE FINANCIAL INC
187,061 $7.5M
EWY ISHARES MSCI SOUTH KOREA ETF
88,787 $6.0M
EWT ISHARES MSCI TAIWAN ETF
125,790 $4.5M
WRB WR BERKLEY CORP
9,284 $672K
META META PLATFORMS INC-CLASS A
3,201 $622K
PM8 PREMIER INC-CLASS A
14,537 $529K
PRAH PRA HEALTH SCIENCES INC
5,583 $521K
YUSD ALLEGHANY CORP
825 $474K
MOH MOLINA HEALTHCARE INC
2,979 $292K

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.