whalepapers
Overview/ Pzena Investment Management LLC/ Q3 2019

Pzena Investment Management LLC

Richard Pzena · As of Q3 2019 · filed Nov 1, 2019

Q3 2019

Holdings

175 positions · Δ vs prior quarter
AIG AMERICAN INTERNATIONAL GROUP
$583.3M
3.2%
10,471,421 −423,249 −3.9% Reduced
NOVEUR NATIONAL OILWELL VARCO INC
$582.7M
3.2%
27,485,982 +3,260,425 +13.5% Added
GENERAL ELECTRIC CO
$566.5M
3.1%
63,371,882 +3,814,840 +6.4% Added
C CITIGROUP INC
$526.6M
2.9%
7,623,324 −174,146 −2.2% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$514.4M
2.8%
8,535,997 +888,599 +11.6% Added
HPE HEWLETT PACKARD ENTERPRISE
$504.3M
2.7%
33,241,319 −242,322 −0.7% Reduced
HAL HALLIBURTON CO
$503.2M
2.7%
26,696,811 +3,105,271 +13.2% Added
COF CAPITAL ONE FINANCIAL CORP
$501.5M
2.7%
5,512,472 −112,381 −2.0% Reduced
MCK MCKESSON CORP
$498.3M
2.7%
3,646,334 −214,451 −5.6% Reduced
LEA LEAR CORP
$494.2M
2.7%
4,191,481 +357,178 +9.3% Added
WFC WELLS FARGO & CO
$492.3M
2.7%
9,759,385 −59,488 −0.6% Reduced
NWL NEWELL BRANDS INC
$471.2M
2.6%
25,170,831 +157,916 +0.6% Added
PVH PVH CORP
$454.3M
2.5%
5,148,565 +2,147,161 +71.5% Added
EIX EDISON INTERNATIONAL
$429.1M
2.3%
5,689,120 −1,720,532 −23.2% Reduced
BAC BANK OF AMERICA CORP
$420.4M
2.3%
14,413,045 −291,480 −2.0% Reduced
AXA EQUITABLE HOLDINGS INC
$416.8M
2.3%
18,808,418 +1,522,378 +8.8% Added
MYL MYLAN NV
$383.9M
2.1%
19,408,418 −1,695,563 −8.0% Reduced
MS MORGAN STANLEY
$367.6M
2.0%
8,615,226 −280,133 −3.1% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$356.5M
1.9%
16,535,738 +22,907 +0.1% Added
SWK STANLEY BLACK & DECKER INC
$325.0M
1.8%
2,250,655 −154,702 −6.4% Reduced
WAB WABTEC CORP
$320.1M
1.7%
4,454,989 +1,261,959 +39.5% Added
ORCL ORACLE CORP
$316.4M
1.7%
5,750,304 −2,160,861 −27.3% Reduced
AVT AVNET INC
$315.2M
1.7%
7,086,594 −253,152 −3.4% Reduced
VOYA VOYA FINANCIAL INC
$304.3M
1.7%
5,588,970 −1,335,452 −19.3% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$293.9M
1.6%
4,404,323 −260,748 −5.6% Reduced
MET METLIFE INC
$291.7M
1.6%
6,185,943 −1,113,175 −15.3% Reduced
F FORD MOTOR CO
$290.5M
1.6%
31,709,958 −1,356,230 −4.1% Reduced
JPM JPMORGAN CHASE & CO
$272.7M
1.5%
2,316,972 −143,662 −5.8% Reduced
MHK MOHAWK INDUSTRIES INC
$236.1M
1.3%
1,903,027 −75,988 −3.8% Reduced
AMGN AMGEN INC
$234.0M
1.3%
1,209,274 −12,046 −1.0% Reduced
KKR KKR & CO INC
$229.3M
1.2%
8,541,166 −94,159 −1.1% Reduced
GS GOLDMAN SACHS GROUP INC
$228.8M
1.2%
1,104,295 −22,321 −2.0% Reduced
BKR BAKER HUGHES CO
$217.0M
1.2%
9,353,685 +3,034,607 +48.0% Added
OMC OMNICOM GROUP
$204.2M
1.1%
2,607,725 −1,632,524 −38.5% Reduced
FTI TECHNIPFMC PLC
$187.7M
1.0%
7,777,212 −1,050,821 −11.9% Reduced
RDS/A SHELL PLC-SPON ADR-A
$182.6M
1.0%
3,102,201 −11,891 −0.4% Reduced
CVE CENOVUS ENERGY INC
$179.0M
1.0%
19,088,003 −1,141,432 −5.6% Reduced
EXMOC EXXON MOBIL CORP
$176.0M
1.0%
2,493,110 −129,426 −4.9% Reduced
CAH CARDINAL HEALTH INC
$173.1M
0.9%
3,667,684 +22,986 +0.6% Added
WMT WALMART INC
$163.6M
0.9%
1,378,481 −246,859 −15.2% Reduced
JELD JELD-WEN HOLDING INC
$148.2M
0.8%
7,681,892 +25,617 +0.3% Added
R RYDER SYSTEM INC
$137.6M
0.7%
2,657,245 +316,109 +13.5% Added
BMY BRISTOL-MYERS SQUIBB CO
$130.7M
0.7%
2,577,726 +2,577,726 New
GIL GILDAN ACTIVEWEAR INC
$129.5M
0.7%
3,647,615 −26,432 −0.7% Reduced
AXE3EUR ANIXTER INTERNATIONAL INC
$126.5M
0.7%
1,830,776 −22,927 −1.2% Reduced
FITB FIFTH THIRD BANCORP
$126.2M
0.7%
4,609,562 +480,289 +11.6% Added
KEY KEYCORP
$123.8M
0.7%
6,939,123 −83,109 −1.2% Reduced
AGREUR AVANGRID INC
$114.5M
0.6%
2,191,500 +67,749 +3.2% Added
PFE PFIZER INC
$113.1M
0.6%
3,148,129 −5,815 −0.2% Reduced
FLEX FLEX LTD
$98.7M
0.5%
9,435,960 −209,691 −2.2% Reduced
ATUEUR ACTUANT CORP-A
$95.3M
0.5%
4,345,098 +33,392 +0.8% Added
TEX TEREX CORP
$94.4M
0.5%
3,636,859 +165,543 +4.8% Added
ACM AECOM
$94.1M
0.5%
2,504,285 −248,498 −9.0% Reduced
CAR AVIS BUDGET GROUP INC
$92.8M
0.5%
3,284,768 +383,379 +13.2% Added
BIDU BAIDU INC - SPON ADR
$84.2M
0.5%
819,847 +20,736 +2.6% Added
WTW WILLIS TOWERS WATSON PLC
$80.2M
0.4%
415,611 −107,663 −20.6% Reduced
CNO CNO FINANCIAL GROUP INC
$79.9M
0.4%
5,045,896 +1,190,672 +30.9% Added
UBS UBS GROUP AG-REG
$79.5M
0.4%
7,030,706 −652,057 −8.5% Reduced
RF REGIONS FINANCIAL CORP
$77.0M
0.4%
4,869,544 +15,297 +0.3% Added
KBR KBR INC
$73.3M
0.4%
2,986,264 −942,911 −24.0% Reduced
CI THE CIGNA GROUP
$69.9M
0.4%
460,741 +998 +0.2% Added
T AT&T INC
$65.3M
0.4%
1,724,651 Held
MRK MERCK & CO. INC.
$64.8M
0.4%
769,422 −493,812 −39.1% Reduced
JNPR* JUNIPER NETWORKS INC
$64.5M
0.4%
2,607,980 +530 +0.0% Added
CVS CVS HEALTH CORP
$60.0M
0.3%
951,922 +236,189 +33.0% Added
PH PARKER HANNIFIN CORP
$59.3M
0.3%
328,358 +53 +0.0% Added
DOORUSD MASONITE INTERNATIONAL CORP
$58.6M
0.3%
1,010,678 −11,637 −1.1% Reduced
WED WEBSTER FINANCIAL CORP
$57.5M
0.3%
1,227,047 +551 +0.0% Added
SPB SPECTRUM BRANDS HOLDINGS INC
$56.8M
0.3%
1,077,967 +105,995 +10.9% Added
KEL KELLANOVA
$50.2M
0.3%
780,332 −213,494 −21.5% Reduced
MUR MURPHY OIL CORP
$49.1M
0.3%
2,221,898 +654,047 +41.7% Added
TRS TRIMAS CORP
$47.9M
0.3%
1,562,742 +10,764 +0.7% Added
CSL CARLISLE COS INC
$45.5M
0.2%
312,731 −66,079 −17.4% Reduced
IVZ INVESCO LTD
$44.6M
0.2%
2,634,806 −17,972 −0.7% Reduced
ASB ASSOCIATED BANC-CORP
$44.5M
0.2%
2,196,375 +63,241 +3.0% Added
ETR ENTERGY CORP
$44.2M
0.2%
376,870 −2,558 −0.7% Reduced
HOPE HOPE BANCORP INC
$41.2M
0.2%
2,870,154 +3,665 +0.1% Added
VREX VAREX IMAGING CORP
$41.0M
0.2%
1,436,703 +247,160 +20.8% Added
SNA SNAP-ON INC
$38.9M
0.2%
248,800 −16,489 −6.2% Reduced
CJ1EUR C&J ENERGY SERVICES INC
$38.5M
0.2%
3,585,863 +584,741 +19.5% Added
SCSC SCANSOURCE INC
$38.4M
0.2%
1,255,617 +10,169 +0.8% Added
ROCK GIBRALTAR INDUSTRIES INC
$37.0M
0.2%
805,043 −226,517 −22.0% Reduced
1RG REV GROUP INC
$34.2M
0.2%
2,994,940 −445,290 −12.9% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$34.2M
0.2%
1,414,035 +249,512 +21.4% Added
CLSEUR CELESTICA INC
$33.7M
0.2%
4,702,254 +22,465 +0.5% Added
UVV UNIVERSAL CORP/VA
$33.5M
0.2%
611,923 +9,428 +1.6% Added
IBN ICICI BANK LTD-SPON ADR
$33.3M
0.2%
2,736,684 −328 −0.0% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$32.1M
0.2%
896,602 −11,357 −1.3% Reduced
SLB SLB LTD
$30.8M
0.2%
901,989 +901,989 New
JBL JABIL INC
$30.4M
0.2%
850,374 −606,426 −41.6% Reduced
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$30.2M
0.2%
1,548,703 +36,698 +2.4% Added
WSFS WSFS FINANCIAL CORP
$29.4M
0.2%
667,350 +2,953 +0.4% Added
DOV DOVER CORP
$29.2M
0.2%
292,829 −40,788 −12.2% Reduced
G GENPACT LTD
$29.1M
0.2%
752,050 −119,825 −13.7% Reduced
CSCO CISCO SYSTEMS INC
$28.5M
0.2%
576,148 −822 −0.1% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$27.2M
0.1%
584,799 −31,813 −5.2% Reduced
GTS TRIPLE-S MANAGEMENT CORP
$25.8M
0.1%
1,924,220 +558,617 +40.9% Added
HIG HARTFORD INSURANCE GROUP INC
$25.7M
0.1%
424,703 +332 +0.1% Added
TCF TCF FINANCIAL CORP
$25.4M
0.1%
667,871 +667,871 New
LMEUR LEGG MASON INC
$24.4M
0.1%
640,046 Held
EG EVEREST GROUP LTD
$24.3M
0.1%
91,175 +77 +0.1% Added
SYKES ENTERPRISES INC
$23.5M
0.1%
768,430 +768,430 New
ALL ALLSTATE CORP
$23.0M
0.1%
211,623 −40,667 −16.1% Reduced
THG HANOVER INSURANCE GROUP INC/
$22.8M
0.1%
167,924 −66 −0.0% Reduced
ARW ARROW ELECTRONICS INC
$22.7M
0.1%
304,776 Held
GL GLOBE LIFE INC
$22.6M
0.1%
236,070 +236,070 New
REALOGY HOLDINGS CORP
$20.7M
0.1%
3,094,448 +36,378 +1.2% Added
MPAA MOTORCAR PARTS OF AMERICA IN
$19.8M
0.1%
1,173,735 +270,476 +29.9% Added
AGIIGBP ARGO GROUP INTERNATIONAL
$19.6M
0.1%
279,431 +3,425 +1.2% Added
NWSA NEWS CORP - CLASS A
$15.7M
0.1%
1,128,211 −3,980,536 −77.9% Reduced
SERVICE PROPERTIES TRUST
$15.4M
0.1%
596,856 +596,856 New
GJB STEELCASE INC-CL A
$15.4M
0.1%
836,038 −2,837 −0.3% Reduced
NSIT INSIGHT ENTERPRISES INC
$15.2M
0.1%
272,942 −86,763 −24.1% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$13.6M
0.1%
1,323,830 +60,746 +4.8% Added
SMCIUSD SUPER MICRO COMPUTER INC
$12.6M
0.1%
654,430 +11,576 +1.8% Added
WOO FOOT LOCKER INC
$10.1M
0.1%
233,396 Held
PKX POSCO HOLDINGS INC -SPON ADR
$8.9M
0.0%
189,768 +41,496 +28.0% Added
APOEUR APOLLO ASSET MANAGEMENT INC
$8.8M
0.0%
233,580 +233,580 New
CMA COMERICA INC
$8.0M
0.0%
121,055 Held
CREDIT SUISSE GROUP SPON ADR
$7.2M
0.0%
588,542 +588,542 New
ACWI ISHARES MSCI ACWI ETF
$6.8M
0.0%
91,726 +91,726 New
SHG SHINHAN FINANCIAL GROUP-ADR
$6.1M
0.0%
174,604 +26,273 +17.7% Added
30294GBX HYUNDAI MOTOR-GDR
$3.6M
0.0%
64,300 Held
SSNHZ SAMSUNG ELECTR-GDR REG S
$3.6M
0.0%
3,474 Held
LUKOY LUKOIL PJSC-SPON ADR
$3.5M
0.0%
42,645 −311 −0.7% Reduced
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$3.5M
0.0%
851,215 Held
LNVGY LENOVO GROUP LTD-ADR
$3.1M
0.0%
235,450 Held
CRPJY CHINA RESOURCES-UNSPON ADR
$2.9M
0.0%
158,337 +374 +0.2% Added
HNHAY HON HAI PRECISIO-SP GDR 144A
$2.9M
0.0%
607,573 Held
WLMIY WILMAR INTERNATIONAL-UNS ADR
$2.7M
0.0%
98,597 −39,741 −28.7% Reduced
SIAM COMMERCIAL BANK - UNSP ADR
$2.6M
0.0%
169,185 Held
CHLUSD CHINA MOBILE LTD-SPON ADR
$2.6M
0.0%
63,242 Held
ARC DOCUMENT SOLUTIONS INC
$2.5M
0.0%
1,848,713 −21,350 −1.1% Reduced
CICHY CHINA CONSTRUCT-UNSPON ADR
$2.4M
0.0%
155,960 Held
CEZ AS - ADR
$2.3M
0.0%
211,609 Held
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$2.2M
0.0%
46,264 Held
SSL SASOL LTD-SPONSORED ADR
$2.2M
0.0%
128,636 Held
CHINA AGRI-INDUSTRIES-UN ADR
$2.1M
0.0%
327,200 Held
SBKFF STATE BANK OF INDI-GDR REG S
$1.9M
0.0%
48,598 Held
WAIREUR WESCO AIRCRAFT HOLDINGS INC
$1.8M
0.0%
164,155 −1,181,140 −87.8% Reduced
CSUAY CHINA SHENHUA-UNSPON ADR
$1.7M
0.0%
218,727 Held
RNRTY REUNERT LTD-UNSPONSORED ADR
$1.5M
0.0%
159,600 Held
KB KB FINANCIAL GROUP INC-ADR
$1.4M
0.0%
39,441 Held
OTPIY OTP BANK NYRT-144A GDR
$1.2M
0.0%
55,460 −13,240 −19.3% Reduced
VIV1USD TELEFONICA BRASIL-ADR PREF
$1.1M
0.0%
80,651 −140,754 −63.6% Reduced
GBXXY GRAND BAOXIN AUTO - UNSP ADR
$924K
0.0%
489,200 Held
ARCPEUR VEREIT INC
$898K
0.0%
91,792 +91,792 New
CB CHUBB LTD
$883K
0.0%
5,471 +853 +18.5% Added
WU WESTERN UNION CO
$876K
0.0%
37,791 +37,791 New
VZ VERIZON COMMUNICATIONS INC
$873K
0.0%
14,462 Held
DOX AMDOCS LTD
$869K
0.0%
13,152 −228 −1.7% Reduced
CDGXY CHINA DONGXIANG GRP-UNSP ADR
$855K
0.0%
159,562 Held
AES AES CORP
$854K
0.0%
52,251 +52,251 New
RNR RENAISSANCERE HOLDINGS LTD
$843K
0.0%
4,357 −19 −0.4% Reduced
LAMR LAMAR ADVERTISING CO-A
$774K
0.0%
9,452 −1,298 −12.1% Reduced
BIIB BIOGEN INC
$743K
0.0%
3,193 +875 +37.7% Added
BKNG BOOKING HOLDINGS INC
$714K
0.0%
364 −20 −5.2% Reduced
UNH UNITEDHEALTH GROUP INC
$659K
0.0%
3,033 +3,033 New
HRB H&R BLOCK INC
$653K
0.0%
27,654 +15,756 +132.4% Added
BRX BRIXMOR PROPERTY GROUP INC
$647K
0.0%
31,905 +31,905 New
ELV ELEVANCE HEALTH INC
$585K
0.0%
2,438 +31 +1.3% Added
ZD ZIFF DAVIS INC
$532K
0.0%
5,861 Held
CHRW C.H. ROBINSON WORLDWIDE INC
$525K
0.0%
6,198 Held
GILD GILEAD SCIENCES INC
$480K
0.0%
7,581 +7,581 New
LGEIY LG ELECTRONICS INC-GDR 144A
$468K
0.0%
16,600 Held
HOFT HOOKER FURNISHINGS CORP
$452K
0.0%
21,061 +21,061 New
CBRE CBRE GROUP INC - A
$347K
0.0%
6,551 Held
STWD STARWOOD PROPERTY TRUST INC
$335K
0.0%
13,824 +13,824 New
INTC INTEL CORP
$332K
0.0%
6,439 −3,031 −32.0% Reduced
ABBV ABBVIE INC
$241K
0.0%
3,179 +3,179 New
UAL UNITED AIRLINES HOLDINGS INC
$223K
0.0%
2,526 Held
COR CENCORA INC
$214K
0.0%
2,599 Held
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$129K
0.0%
14,614 +1,525 +11.7% Added
HNHPF HON HAI PRECISION-GDR REG S
$93K
0.0%
19,488 +19,488 New
AMKBY A P MOLLER-MAERSK-B-UNSP ADR
$79K
0.0%
14,009 +14,009 New

Sold positions

17 closed in Q3 2019 · shares & value as of prior filing
Holding Shares sold Prior value
BEN FRANKLIN TEMPLETON INC
2,131,018 $74.2M
MSFT MICROSOFT CORP
318,833 $42.7M
TCF FINANCIAL CORP
1,288,869 $26.8M
L3 TECHNOLOGIES, INC.
88,164 $21.6M
TMK TORCHMARK CORP
236,070 $21.1M
HOSPITALITY PROPERTIES TRUST
596,856 $14.9M
NCI1EUR NAVIGANT CONSULTING INC
549,721 $12.7M
APOLLO GLOBAL MANAGEMENT-A
228,267 $7.8M
ENSCO ROWAN PLC - CLASS A
685,248 $5.8M
OHI OMEGA HEALTHCARE INVESTORS
22,915 $842K
EXPE EXPEDIA GROUP INC
4,020 $535K
LDOS LEIDOS HOLDINGS INC
6,335 $506K
AAPL APPLE INC
2,170 $429K
JLL JONES LANG LASALLE INC
3,020 $425K
QRVO QORVO INC
4,890 $326K
EXEL EXELIXIS INC
14,803 $316K
PK PARK HOTELS & RESORTS INC
9,553 $263K

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.