whalepapers
Overview/ Pzena Investment Management LLC/ Q3 2021

Pzena Investment Management LLC

Richard Pzena · As of Q3 2021 · filed Nov 5, 2021

Q3 2021

Holdings

168 positions · Δ vs prior quarter
GE GENERAL ELECTRIC
$1.05B
4.2%
10,180,643 +10,180,643 New
CTSH COGNIZANT TECH SOLUTIONS-A
$1.05B
4.1%
14,110,915 +2,044,744 +16.9% Added
AIG AMERICAN INTERNATIONAL GROUP
$923.7M
3.7%
16,829,070 −1,449,916 −7.9% Reduced
WAB WABTEC CORP
$878.3M
3.5%
10,187,842 −193,984 −1.9% Reduced
WFC WELLS FARGO & CO
$876.2M
3.5%
18,879,940 −494,973 −2.6% Reduced
HAL HALLIBURTON CO
$843.5M
3.3%
39,013,261 +546,241 +1.4% Added
EIX EDISON INTERNATIONAL
$814.7M
3.2%
14,686,755 −26,190 −0.2% Reduced
LEA LEAR CORP
$811.6M
3.2%
5,186,846 +362,076 +7.5% Added
PVH PVH CORP
$773.3M
3.1%
7,523,521 −245,113 −3.2% Reduced
C CITIGROUP INC
$733.9M
2.9%
10,456,683 +242,705 +2.4% Added
NRG NRG ENERGY INC
$673.0M
2.7%
16,483,758 +2,263,065 +15.9% Added
EQH EQUITABLE HOLDINGS INC
$656.0M
2.6%
22,131,172 +1,726,223 +8.5% Added
HPE HEWLETT PACKARD ENTERPRISE
$618.1M
2.4%
43,376,456 +33,744 +0.1% Added
COF CAPITAL ONE FINANCIAL CORP
$617.0M
2.4%
3,809,125 −713,501 −15.8% Reduced
BKR BAKER HUGHES CO
$598.7M
2.4%
24,207,511 +471,100 +2.0% Added
MCK MCKESSON CORP
$594.0M
2.4%
2,979,015 −210,265 −6.6% Reduced
NWL NEWELL BRANDS INC
$579.3M
2.3%
26,163,291 +1,201,349 +4.8% Added
NOV NOV INC
$534.9M
2.1%
40,799,160 −293,641 −0.7% Reduced
AVT AVNET INC
$452.0M
1.8%
12,226,449 −281,675 −2.3% Reduced
BAC BANK OF AMERICA CORP
$411.0M
1.6%
9,681,180 −471,738 −4.6% Reduced
DOX AMDOCS LTD
$401.0M
1.6%
5,296,210 +40,896 +0.8% Added
GIL GILDAN ACTIVEWEAR INC
$390.0M
1.5%
10,680,800 −1,666,043 −13.5% Reduced
DOW DOW INC
$357.6M
1.4%
6,212,506 +897,601 +16.9% Added
TXT TEXTRON INC
$355.7M
1.4%
5,095,312 −2,660,960 −34.3% Reduced
F FORD MOTOR CO
$342.7M
1.4%
24,201,219 −3,408,405 −12.3% Reduced
EXMOC EXXON MOBIL CORP
$336.8M
1.3%
5,726,218 +113,273 +2.0% Added
MET METLIFE INC
$328.2M
1.3%
5,316,817 +41,337 +0.8% Added
AXS AXIS CAPITAL HOLDINGS LTD
$327.0M
1.3%
7,102,578 +144,543 +2.1% Added
VOYA VOYA FINANCIAL INC
$295.3M
1.2%
4,810,089 +83,606 +1.8% Added
MHK MOHAWK INDUSTRIES INC
$282.1M
1.1%
1,590,075 −17,094 −1.1% Reduced
JPM JPMORGAN CHASE & CO
$280.9M
1.1%
1,716,239 +32,425 +1.9% Added
ORCL ORACLE CORP
$256.8M
1.0%
2,946,834 −344,658 −10.5% Reduced
GS GOLDMAN SACHS GROUP INC
$241.0M
1.0%
637,421 −73,266 −10.3% Reduced
FMS FRESENIUS MEDICAL CARE-ADR
$224.1M
0.9%
6,407,774 +6,407,774 New
TCOM TRIP.COM GROUP LTD-ADR
$216.7M
0.9%
7,046,589 +918,425 +15.0% Added
PFE PFIZER INC
$216.0M
0.9%
5,021,894 +2,003,764 +66.4% Added
SKAA SKECHERS USA INC-CL A
$196.0M
0.8%
4,653,758 −448,312 −8.8% Reduced
JELD JELD-WEN HOLDING INC
$185.3M
0.7%
7,401,245 +848,614 +13.0% Added
RDS/A SHELL PLC-SPON ADR-A
$179.7M
0.7%
4,030,880 −467,398 −10.4% Reduced
SWK STANLEY BLACK & DECKER INC
$177.5M
0.7%
1,012,492 −19,717 −1.9% Reduced
MS MORGAN STANLEY
$170.7M
0.7%
1,754,556 −654,722 −27.2% Reduced
OLN OLIN CORP
$163.7M
0.6%
3,393,354 −601,820 −15.1% Reduced
CNO CNO FINANCIAL GROUP INC
$159.8M
0.6%
6,788,861 −239,464 −3.4% Reduced
FTI TECHNIPFMC PLC
$157.7M
0.6%
20,944,215 −1,574,246 −7.0% Reduced
CAH CARDINAL HEALTH INC
$146.2M
0.6%
2,956,436 −6,367 −0.2% Reduced
JNJ JOHNSON & JOHNSON
$143.1M
0.6%
885,917 +885,917 New
R RYDER SYSTEM INC
$140.6M
0.6%
1,699,681 −501,997 −22.8% Reduced
TEX TEREX CORP
$136.9M
0.5%
3,251,860 −101,737 −3.0% Reduced
FLEX FLEX LTD
$136.6M
0.5%
7,723,828 −180,300 −2.3% Reduced
CVE CENOVUS ENERGY INC
$127.7M
0.5%
12,695,023 −503,325 −3.8% Reduced
WED WEBSTER FINANCIAL CORP
$123.7M
0.5%
2,270,870 +8,649 +0.4% Added
BIDU BAIDU INC - SPON ADR
$119.6M
0.5%
777,825 −27,430 −3.4% Reduced
BKNG BOOKING HOLDINGS INC
$117.8M
0.5%
49,640 +1,834 +3.8% Added
BDC BELDEN INC
$114.2M
0.5%
1,959,959 −81,527 −4.0% Reduced
AMGN AMGEN INC
$113.4M
0.4%
533,272 −67,648 −11.3% Reduced
UBS UBS GROUP AG-REG
$105.6M
0.4%
6,624,379 +114,718 +1.8% Added
SPB SPECTRUM BRANDS HOLDINGS INC
$96.4M
0.4%
1,007,541 +172,938 +20.7% Added
CI THE CIGNA GROUP
$88.0M
0.3%
439,491 −6,699 −1.5% Reduced
EPAC ENERPAC TOOL GROUP CORP
$81.1M
0.3%
3,912,847 +414 +0.0% Added
RF REGIONS FINANCIAL CORP
$80.2M
0.3%
3,765,633 −67,013 −1.7% Reduced
CLSEUR CELESTICA INC
$77.3M
0.3%
8,704,408 −67,808 −0.8% Reduced
GJB STEELCASE INC-CL A
$76.1M
0.3%
6,000,369 +137,326 +2.3% Added
ASB ASSOCIATED BANC-CORP
$74.5M
0.3%
3,477,267 +37,856 +1.1% Added
ELV ELEVANCE HEALTH INC
$71.6M
0.3%
191,940 +191,940 New
BMY BRISTOL-MYERS SQUIBB CO
$69.7M
0.3%
1,177,943 −281,980 −19.3% Reduced
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$68.9M
0.3%
3,624,298 +58,399 +1.6% Added
DAN DANA INC
$68.5M
0.3%
3,078,643 +44,807 +1.5% Added
MUR MURPHY OIL CORP
$68.0M
0.3%
2,724,072 −114,270 −4.0% Reduced
GD GENERAL DYNAMICS CORP
$67.6M
0.3%
344,771 +344,771 New
PKX POSCO HOLDINGS INC -SPON ADR
$66.1M
0.3%
957,976 −34,668 −3.5% Reduced
IVZ INVESCO LTD
$64.9M
0.3%
2,690,315 −44,655 −1.6% Reduced
FITB FIFTH THIRD BANCORP
$64.5M
0.3%
1,519,955 −196,728 −11.5% Reduced
KEY KEYCORP
$64.2M
0.3%
2,967,479 −568,084 −16.1% Reduced
1RG REV GROUP INC
$62.2M
0.2%
3,626,812 −99,164 −2.7% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$61.2M
0.2%
2,070,959 −571 −0.0% Reduced
2676403D NEXTIER OILFIELD SOLUTIONS I
$60.4M
0.2%
13,135,360 +3,492,591 +36.2% Added
GTS TRIPLE-S MANAGEMENT CORP
$59.1M
0.2%
1,671,580 −316,619 −15.9% Reduced
MTZ MASTEC INC
$56.7M
0.2%
656,960 −3,875 −0.6% Reduced
SCSC SCANSOURCE INC
$55.7M
0.2%
1,599,803 +652 +0.0% Added
TRS TRIMAS CORP
$55.7M
0.2%
1,719,905 +242,130 +16.4% Added
UMPQUSD UMPQUA HOLDINGS CORP
$54.5M
0.2%
2,693,596 −17,593 −0.6% Reduced
JNPR* JUNIPER NETWORKS INC
$53.7M
0.2%
1,952,720 −925,022 −32.1% Reduced
HBAN HUNTINGTON BANCSHARES INC
$52.3M
0.2%
3,385,803 +17,680 +0.5% Added
OEC ORION SA
$52.3M
0.2%
2,868,426 +342,358 +13.6% Added
RGA REINSURANCE GROUP OF AMERICA
$51.7M
0.2%
464,660 −10,268 −2.2% Reduced
SMCIUSD SUPER MICRO COMPUTER INC
$51.4M
0.2%
1,404,606 −5,635 −0.4% Reduced
HOPE HOPE BANCORP INC
$51.0M
0.2%
3,531,570 +13,755 +0.4% Added
DRH DIAMONDROCK HOSPITALITY CO
$49.1M
0.2%
5,192,684 +1,435,705 +38.2% Added
AGIIGBP ARGO GROUP INTERNATIONAL
$48.0M
0.2%
918,723 +11,122 +1.2% Added
TBI TRUEBLUE INC
$47.8M
0.2%
1,764,551 +15,882 +0.9% Added
THNPY TECHNIP ENERGIES ADR - SPON
$47.6M
0.2%
3,040,379 −338,611 −10.0% Reduced
UVSP UNIVEST FINANCIAL CORP
$46.9M
0.2%
1,710,469 −5,138 −0.3% Reduced
UVV UNIVERSAL CORP/VA
$41.7M
0.2%
862,152 +11,670 +1.4% Added
MOG/A MOOG INC-CLASS A
$41.3M
0.2%
541,594 +12,153 +2.3% Added
TSM TAIWAN SEMICONDUCTOR-SP ADR
$38.1M
0.2%
341,064 −571 −0.2% Reduced
IBN ICICI BANK LTD-SPON ADR
$37.7M
0.1%
1,998,452 −111,871 −5.3% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$36.6M
0.1%
999,274 −115,077 −10.3% Reduced
WSFS WSFS FINANCIAL CORP
$35.7M
0.1%
695,741 +14,977 +2.2% Added
HOFT HOOKER FURNISHINGS CORP
$35.1M
0.1%
1,301,132 −6,791 −0.5% Reduced
VREX VAREX IMAGING CORP
$34.6M
0.1%
1,225,670 −261,514 −17.6% Reduced
MPAA MOTORCAR PARTS OF AMERICA IN
$34.5M
0.1%
1,767,003 +3,389 +0.2% Added
CSCO CISCO SYSTEMS INC
$31.3M
0.1%
575,623 +861 +0.1% Added
GAP GAP INC
$30.8M
0.1%
1,357,646 −46,413 −3.3% Reduced
PAHC PHIBRO ANIMAL HEALTH CORP-A
$29.1M
0.1%
1,352,886 +93,474 +7.4% Added
ARW ARROW ELECTRONICS INC
$26.3M
0.1%
233,933 Held
G GENPACT LTD
$24.0M
0.1%
505,955 Held
SHG SHINHAN FINANCIAL GROUP-ADR
$23.0M
0.1%
684,566 +1,989 +0.3% Added
GL GLOBE LIFE INC
$21.5M
0.1%
241,764 Held
MSM MSC INDUSTRIAL DIRECT CO-A
$21.0M
0.1%
261,531 −84 −0.0% Reduced
37M MRC GLOBAL INC
$21.0M
0.1%
2,855,063 +112,482 +4.1% Added
ABEV AMBEV SA-ADR
$20.9M
0.1%
7,585,597 +2,247,735 +42.1% Added
ETR ENTERGY CORP
$18.9M
0.1%
190,579 Held
CBRE CBRE GROUP INC - A
$14.3M
0.1%
146,621 +146,621 New
VNO VORNADO REALTY TRUST
$13.5M
0.1%
321,149 +321,149 New
KBR KBR INC
$13.4M
0.1%
340,972 −88,636 −20.6% Reduced
VZ VERIZON COMMUNICATIONS INC
$12.8M
0.1%
236,442 +5,971 +2.6% Added
SNA SNAP-ON INC
$11.8M
0.0%
56,373 Held
USNA USANA HEALTH SCIENCES INC
$8.8M
0.0%
95,708 +95,708 New
LUKOY LUKOIL PJSC-SPON ADR
$5.9M
0.0%
62,033 Held
SSNHZ SAMSUNG ELECTR-GDR REG S
$4.3M
0.0%
2,722 +70 +2.6% Added
HNHAY HON HAI PRECISIO-SP GDR 144A
$4.2M
0.0%
554,073 Held
CIG CIA ENERGETICA DE-SPON ADR
$4.1M
0.0%
1,639,365 Held
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$4.1M
0.0%
449,465 Held
BABA ALIBABA GROUP HOLDING-SP ADR
$3.2M
0.0%
21,581 +21,581 New
LNVGY LENOVO GROUP LTD-ADR
$3.0M
0.0%
107,424 Held
SSL SASOL LTD-SPONSORED ADR
$2.9M
0.0%
153,043 Held
CEZ AS UNSPON ADR
$2.8M
0.0%
174,145 Held
WLMIY WILMAR INTERNATIONAL-UNS ADR
$2.7M
0.0%
86,694 +9,750 +12.7% Added
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR
$2.6M
0.0%
180,465 −28,887 −13.8% Reduced
SCBFY STANDARD CHARTERED- UNSP ADR
$2.5M
0.0%
216,586 Held
GXYYY GALAXY ENTERTAINMEN-UNSP ADR
$2.5M
0.0%
101,459 Held
30294GBX HYUNDAI MOTOR-GDR
$2.3M
0.0%
26,847 Held
CICHY CHINA CONSTRUCT-UNSPON ADR
$1.8M
0.0%
123,360 Held
OTPIY OTP BANK NYRT-144A GDR
$1.7M
0.0%
58,286 Held
KB KB FINANCIAL GROUP INC-ADR
$1.6M
0.0%
33,522 Held
ITUB ITAU UNIBANCO H-SPON PRF ADR
$1.2M
0.0%
224,429 Held
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$1.1M
0.0%
25,144 Held
VTKLY VTECH HOLDINGS LTD-UNSP ADR
$1.0M
0.0%
139,730 Held
RNRTY REUNERT LTD-UNSPONSORED ADR
$793K
0.0%
127,975 Held
ITRN ITURAN LOCATION AND CONTROL
$635K
0.0%
25,006 +3,532 +16.4% Added
COR CENCORA INC
$623K
0.0%
5,212 +224 +4.5% Added
UNH UNITEDHEALTH GROUP INC
$612K
0.0%
1,565 +65 +4.3% Added
REGN REGENERON PHARMACEUTICALS
$591K
0.0%
977 −137 −12.3% Reduced
MRK MERCK & CO. INC.
$572K
0.0%
7,619 Held
CHKP CHECK POINT SOFTWARE TECH
$569K
0.0%
5,030 Held
GILD GILEAD SCIENCES INC
$567K
0.0%
8,124 +3,700 +83.6% Added
HUM HUMANA INC
$561K
0.0%
1,441 +1,441 New
TMUS T-MOBILE US INC
$553K
0.0%
4,331 +103 +2.4% Added
AZO AUTOZONE INC
$535K
0.0%
315 +315 New
UTHR UNITED THERAPEUTICS CORP
$516K
0.0%
2,796 +500 +21.8% Added
INTC INTEL CORP
$482K
0.0%
9,043 +336 +3.9% Added
SSNC SS&C TECHNOLOGIES HOLDINGS
$473K
0.0%
6,812 +240 +3.7% Added
CHRW C.H. ROBINSON WORLDWIDE INC
$457K
0.0%
5,258 +14 +0.3% Added
ZD ZIFF DAVIS INC
$457K
0.0%
3,342 −406 −10.8% Reduced
META META PLATFORMS INC-CLASS A
$452K
0.0%
1,333 −130 −8.9% Reduced
MMS MAXIMUS INC
$421K
0.0%
5,066 Held
NABL N-ABLE INC
$368K
0.0%
29,690 +29,690 New
NOK NOKIA CORP-SPON ADR
$364K
0.0%
66,750 +50,495 +310.6% Added
HMC HONDA MOTOR CO LTD-SPONS ADR
$322K
0.0%
10,511 +10,511 New
DLTR DOLLAR TREE INC
$304K
0.0%
3,176 Held
QRVO QORVO INC
$270K
0.0%
1,612 −656 −28.9% Reduced
INGR INGREDION INC
$255K
0.0%
2,864 +157 +5.8% Added
CACI CACI INTERNATIONAL INC -CL A
$248K
0.0%
947 +947 New
DOV DOVER CORP
$216K
0.0%
1,388 −222,379 −99.4% Reduced
JAZZ JAZZ PHARMACEUTICALS PLC
$203K
0.0%
1,562 +16 +1.0% Added
HNHPF HON HAI PRECISION-GDR REG S
$176K
0.0%
23,319 Held
HPQ HP INC
$170K
0.0%
6,225 +6,225 New
SMFG SUMITOMO MITSUI-SPONS ADR
$127K
0.0%
18,154 +18,154 New

Sold positions

13 closed in Q3 2021 · shares & value as of prior filing
Holding Shares sold Prior value
GENERAL ELECTRIC COMPANY
81,072,487 $1.09B
CVS CVS HEALTH CORP
1,235,580 $103.1M
KEL KELLANOVA
548,750 $35.3M
HIG HARTFORD INSURANCE GROUP INC
499,303 $30.9M
THG HANOVER INSURANCE GROUP INC/
97,804 $13.3M
CRPJY CHINA RESOURCES-UNSPON ADR
59,743 $1.2M
ALXN ALEXION PHARMACEUTICALS INC
3,430 $630K
PRAH PRA HEALTH SCIENCES INC
3,378 $558K
RVTY REVVITY INC
3,235 $500K
P EVERPURE INC-A
23,003 $449K
SWIUSD SOLARWINDS CORP
25,149 $425K
GBXXY GRAND BAOXIN AUTO - UNSP ADR
251,250 $421K
KR KROGER CO
7,506 $288K

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.