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Overview/ Pzena Investment Management LLC/ Q3 2022

Pzena Investment Management LLC

Richard Pzena · As of Q3 2022 · filed Nov 14, 2022

Q3 2022

Holdings

175 positions · Δ vs prior quarter
GE GENERAL ELECTRIC
$852.0M
4.2%
13,761,615 +725,871 +5.6% Added
LEA LEAR CORP
$821.6M
4.1%
6,864,149 +401,070 +6.2% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$818.8M
4.1%
14,254,984 +486,853 +3.5% Added
EIX EDISON INTERNATIONAL
$759.2M
3.8%
13,418,302 −541,060 −3.9% Reduced
WAB WABTEC CORP
$721.5M
3.6%
8,869,673 −708,993 −7.4% Reduced
WFC WELLS FARGO & CO
$697.2M
3.5%
17,335,603 +342,324 +2.0% Added
C CITIGROUP INC
$636.9M
3.2%
15,283,512 −50,865 −0.3% Reduced
NRG NRG ENERGY INC
$635.5M
3.2%
16,604,637 +74,027 +0.4% Added
EQH EQUITABLE HOLDINGS INC
$602.6M
3.0%
22,868,511 +720,979 +3.3% Added
MCK MCKESSON CORP
$584.9M
2.9%
1,721,059 −712,301 −29.3% Reduced
NOV NOV INC
$571.5M
2.8%
35,321,478 −1,524,407 −4.1% Reduced
NWL NEWELL BRANDS INC
$541.1M
2.7%
38,954,635 +1,385,298 +3.7% Added
AIG AMERICAN INTERNATIONAL GROUP
$512.9M
2.5%
10,801,992 +89,254 +0.8% Added
SSNC SS&C TECHNOLOGIES HOLDINGS
$510.4M
2.5%
10,688,624 +1,772,233 +19.9% Added
COF CAPITAL ONE FINANCIAL CORP
$493.6M
2.5%
5,355,282 +512,496 +10.6% Added
DOX AMDOCS LTD
$446.6M
2.2%
5,620,781 −726,402 −11.4% Reduced
HAL HALLIBURTON CO
$384.6M
1.9%
15,621,179 −1,057,714 −6.3% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$362.7M
1.8%
30,278,726 −1,796,700 −5.6% Reduced
GIL GILDAN ACTIVEWEAR INC
$343.7M
1.7%
12,158,934 −428,122 −3.4% Reduced
AVT AVNET INC
$337.4M
1.7%
9,340,785 −1,399,875 −13.0% Reduced
PVH PVH CORP
$330.4M
1.6%
7,374,786 −565,181 −7.1% Reduced
DOW DOW INC
$330.0M
1.6%
7,511,122 +1,234,334 +19.7% Added
AXS AXIS CAPITAL HOLDINGS LTD
$291.1M
1.4%
5,922,661 −855,720 −12.6% Reduced
MET METLIFE INC
$288.7M
1.4%
4,749,119 −298,154 −5.9% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$283.8M
1.4%
3,992,131 −179,101 −4.3% Reduced
TCOM TRIP.COM GROUP LTD-ADR
$277.9M
1.4%
10,176,767 +400,053 +4.1% Added
BAC BANK OF AMERICA CORP
$273.8M
1.4%
9,065,603 −128,602 −1.4% Reduced
VOYA VOYA FINANCIAL INC
$271.9M
1.4%
4,493,552 −204,630 −4.4% Reduced
SKAA SKECHERS USA INC-CL A
$254.1M
1.3%
8,009,941 −24,045 −0.3% Reduced
FTI TECHNIPFMC PLC
$223.1M
1.1%
26,367,730 +70,388 +0.3% Added
JPM JPMORGAN CHASE & CO
$199.9M
1.0%
1,912,478 −21,538 −1.1% Reduced
MHK MOHAWK INDUSTRIES INC
$184.9M
0.9%
2,027,569 −41,131 −2.0% Reduced
FMS FRESENIUS MEDICAL CARE-ADR
$184.2M
0.9%
13,123,177 −52,860 −0.4% Reduced
CAH CARDINAL HEALTH INC
$182.1M
0.9%
2,730,755 −164,887 −5.7% Reduced
EXMOC EXXON MOBIL CORP
$180.3M
0.9%
2,064,686 −1,059,549 −33.9% Reduced
BKNG BOOKING HOLDINGS INC
$172.9M
0.9%
105,210 +17,039 +19.3% Added
GS GOLDMAN SACHS GROUP INC
$166.2M
0.8%
566,996 −34,293 −5.7% Reduced
SHEL SHELL PLC-ADR
$143.1M
0.7%
2,876,466 −87,010 −2.9% Reduced
TEX TEREX CORP
$129.0M
0.6%
4,336,393 −114,394 −2.6% Reduced
ORCL ORACLE CORP
$126.5M
0.6%
2,071,981 −306,145 −12.9% Reduced
PFE PFIZER INC
$125.6M
0.6%
2,869,352 −100,083 −3.4% Reduced
FLEX FLEX LTD
$124.7M
0.6%
7,485,298 −315,063 −4.0% Reduced
CNO CNO FINANCIAL GROUP INC
$123.4M
0.6%
6,865,865 −60,716 −0.9% Reduced
OLN OLIN CORP
$116.9M
0.6%
2,725,765 −30,741 −1.1% Reduced
CI THE CIGNA GROUP
$115.3M
0.6%
415,595 −12,280 −2.9% Reduced
AMGN AMGEN INC
$112.6M
0.6%
499,532 −22,641 −4.3% Reduced
JNJ JOHNSON & JOHNSON
$103.8M
0.5%
635,344 −1,999 −0.3% Reduced
AXTA AXALTA COATING SYSTEMS LTD
$102.2M
0.5%
4,851,965 −213,161 −4.2% Reduced
WED WEBSTER FINANCIAL CORP
$101.7M
0.5%
2,248,951 −29,877 −1.3% Reduced
GAP GAP INC
$96.4M
0.5%
11,738,163 +1,738,628 +17.4% Added
BIDU BAIDU INC - SPON ADR
$88.1M
0.4%
749,783 +14,680 +2.0% Added
ELV ELEVANCE HEALTH INC
$87.2M
0.4%
191,992 −380 −0.2% Reduced
BDC BELDEN INC
$79.8M
0.4%
1,329,429 −493,293 −27.1% Reduced
JELD JELD-WEN HOLDING INC
$77.0M
0.4%
8,796,109 −60,743 −0.7% Reduced
ASB ASSOCIATED BANC-CORP
$74.0M
0.4%
3,683,113 −97,063 −2.6% Reduced
GD GENERAL DYNAMICS CORP
$73.3M
0.4%
345,499 +56 +0.0% Added
UBS UBS GROUP AG-REG
$71.6M
0.4%
4,931,417 −156,614 −3.1% Reduced
ONB OLD NATIONAL BANCORP
$71.0M
0.4%
4,308,087 −153,112 −3.4% Reduced
EPAC ENERPAC TOOL GROUP CORP
$69.0M
0.3%
3,872,245 −56,470 −1.4% Reduced
RF REGIONS FINANCIAL CORP
$66.9M
0.3%
3,332,162 −253,571 −7.1% Reduced
DAN DANA INC
$65.5M
0.3%
5,727,040 −71,117 −1.2% Reduced
OEC ORION SA
$60.6M
0.3%
4,537,313 +795,925 +21.3% Added
GJB STEELCASE INC-CL A
$60.3M
0.3%
9,254,046 −53,733 −0.6% Reduced
MS MORGAN STANLEY
$60.3M
0.3%
763,513 −15,433 −2.0% Reduced
UMPQUSD UMPQUA HOLDINGS CORP
$59.0M
0.3%
3,450,406 −76,294 −2.2% Reduced
CLSEUR CELESTICA INC
$57.8M
0.3%
6,872,080 −128,150 −1.8% Reduced
MTZ MASTEC INC
$57.1M
0.3%
898,809 −17,194 −1.9% Reduced
RGA REINSURANCE GROUP OF AMERICA
$56.0M
0.3%
445,088 −18,873 −4.1% Reduced
KEY KEYCORP
$54.2M
0.3%
3,381,191 +559,367 +19.8% Added
WSFS WSFS FINANCIAL CORP
$52.8M
0.3%
1,136,976 −45,901 −3.9% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$48.7M
0.2%
6,489,126 +75,713 +1.2% Added
CBRE CBRE GROUP INC - A
$45.6M
0.2%
675,139 +311,313 +85.6% Added
BAP CREDICORP LTD
$44.7M
0.2%
363,705 +363,705 New
1RG REV GROUP INC
$44.1M
0.2%
3,995,701 −81,380 −2.0% Reduced
FITB FIFTH THIRD BANCORP
$44.0M
0.2%
1,375,531 Held
TBI TRUEBLUE INC
$42.5M
0.2%
2,229,983 +433,991 +24.2% Added
JNPR* JUNIPER NETWORKS INC
$42.4M
0.2%
1,624,538 −1,286 −0.1% Reduced
GMS1EUR GMS INC
$42.1M
0.2%
1,052,659 −25,704 −2.4% Reduced
TRS TRIMAS CORP
$42.1M
0.2%
1,679,466 −40,031 −2.3% Reduced
SCSC SCANSOURCE INC
$41.9M
0.2%
1,588,276 −29,492 −1.8% Reduced
HOPE HOPE BANCORP INC
$41.7M
0.2%
3,301,923 −39,253 −1.2% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$41.4M
0.2%
1,059,656 −1,929 −0.2% Reduced
USNA USANA HEALTH SCIENCES INC
$40.4M
0.2%
721,535 −4,116 −0.6% Reduced
UVSP UNIVEST FINANCIAL CORP
$39.8M
0.2%
1,696,998 −14,043 −0.8% Reduced
37M MRC GLOBAL INC
$39.4M
0.2%
5,479,174 −14,842 −0.3% Reduced
AMERICAN WOODMARK CORPORATION
$37.9M
0.2%
864,396 −5,903 −0.7% Reduced
IVZ INVESCO LTD
$36.8M
0.2%
2,685,142 +685 +0.0% Added
AELUSD AMERICAN EQUITY INVT LIFE HL
$36.2M
0.2%
971,596 −771,513 −44.3% Reduced
UVV UNIVERSAL CORP/VA
$34.5M
0.2%
748,268 −77,591 −9.4% Reduced
MSM MSC INDUSTRIAL DIRECT CO-A
$33.3M
0.2%
457,692 Held
HSIC HENRY SCHEIN INC
$33.2M
0.2%
504,938 Held
IBN ICICI BANK LTD-SPON ADR
$33.2M
0.2%
1,582,278 −133,654 −7.8% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$32.8M
0.2%
460,157 +460,157 New
TXT TEXTRON INC
$31.8M
0.2%
546,675 −119,272 −17.9% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$30.6M
0.2%
446,405 +96,400 +27.5% Added
ADNT ADIENT PLC
$30.4M
0.2%
1,095,760 +1,095,760 New
MPAA MOTORCAR PARTS OF AMERICA IN
$28.0M
0.1%
1,836,923 −6,716 −0.4% Reduced
ABEV AMBEV SA-ADR
$27.8M
0.1%
9,820,624 +399,227 +4.2% Added
VREX VAREX IMAGING CORP
$26.4M
0.1%
1,248,801 −47,363 −3.7% Reduced
R RYDER SYSTEM INC
$25.8M
0.1%
341,544 −652,007 −65.6% Reduced
PAHC PHIBRO ANIMAL HEALTH CORP-A
$25.5M
0.1%
1,921,723 −14,741 −0.8% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$24.8M
0.1%
1,285,419 −150 −0.0% Reduced
GL GLOBE LIFE INC
$24.1M
0.1%
241,670 Held
IPG INTERPUBLIC GROUP OF COS INC
$24.0M
0.1%
938,922 −45,320 −4.6% Reduced
MOG/A MOOG INC-CLASS A
$23.8M
0.1%
338,598 −1,165 −0.3% Reduced
CSCO CISCO SYSTEMS INC
$23.5M
0.1%
588,508 −5,554 −0.9% Reduced
G GENPACT LTD
$22.1M
0.1%
505,174 Held
HOFT HOOKER FURNISHINGS CORP
$21.9M
0.1%
1,626,610 +138,823 +9.3% Added
SMCIUSD SUPER MICRO COMPUTER INC
$21.9M
0.1%
396,954 −730,162 −64.8% Reduced
ARW ARROW ELECTRONICS INC
$21.5M
0.1%
233,547 Held
MDU MDU RESOURCES GROUP INC
$21.4M
0.1%
781,895 +781,895 New
SHG SHINHAN FINANCIAL GROUP-ADR
$16.7M
0.1%
727,416 +4,610 +0.6% Added
VNO VORNADO REALTY TRUST
$16.6M
0.1%
717,193 +241,791 +50.9% Added
FNF FIDELITY NATIONAL FINANCIAL
$15.4M
0.1%
424,277 +424,277 New
THNPY TECHNIP ENERGIES ADR - SPON
$13.9M
0.1%
1,236,155 Held
VFC VF CORP
$13.7M
0.1%
458,387 +458,387 New
SNA SNAP-ON INC
$11.3M
0.1%
56,187 Held
ETR ENTERGY CORP
$11.1M
0.1%
110,570 −2 −0.0% Reduced
KOP KOPPERS HOLDINGS INC
$9.0M
0.0%
433,700 +433,700 New
VZ VERIZON COMMUNICATIONS INC
$8.7M
0.0%
229,953 Held
HNHAY HON HAI PRECISIO-SP GDR 144A
$3.8M
0.0%
596,073 Held
SSNHZ SAMSUNG ELECTR-GDR REG S
$3.7M
0.0%
4,027 +1,297 +47.5% Added
CIG CIA ENERGETICA DE-SPON ADR
$3.5M
0.0%
1,742,473 Held
GXYYY GALAXY ENTERTAINMEN-UNSP ADR
$3.2M
0.0%
107,659 Held
BABA ALIBABA GROUP HOLDING-SP ADR
$3.1M
0.0%
39,184 Held
PKX POSCO HOLDINGS INC -SPON ADR
$3.1M
0.0%
84,898 −867,800 −91.1% Reduced
SCBFY STANDARD CHARTERED- UNSP ADR
$2.7M
0.0%
216,586 Held
WLMIY WILMAR INTERNATIONAL-UNS ADR
$2.3M
0.0%
86,162 −189 −0.2% Reduced
SSL SASOL LTD-SPONSORED ADR
$2.1M
0.0%
134,287 Held
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$1.9M
0.0%
313,015 Held
ITUB ITAU UNIBANCO H-SPON PRF ADR
$1.8M
0.0%
343,744 Held
30294GBX HYUNDAI MOTOR-GDR
$1.7M
0.0%
26,847 Held
LNVGY LENOVO GROUP LTD-ADR
$1.5M
0.0%
107,054 −370 −0.3% Reduced
CICHY CHINA CONSTRUCT-UNSPON ADR
$1.4M
0.0%
123,360 Held
BKR BAKER HUGHES CO
$1.1M
0.0%
54,254 −1,785,122 −97.1% Reduced
KB KB FINANCIAL GROUP INC-ADR
$1.0M
0.0%
33,522 Held
VAL 8.25 04/30/28 1145 VALARIS LTD
$979K
0.0%
1,000,000 +1,000,000 New
LTMCI 7 03/01/26 REGS LATAM FINANCE LTD
$971K
0.0%
1,000,000 +1,000,000 New
CEZ AS UNSPON ADR
$830K
0.0%
48,389 −9,674 −16.7% Reduced
VTKLY VTECH HOLDINGS LTD-UNSP ADR
$789K
0.0%
139,730 Held
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$673K
0.0%
25,144 Held
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR
$659K
0.0%
180,465 Held
BIIB BIOGEN INC
$637K
0.0%
2,384 Held
ITRN ITURAN LOCATION AND CONTROL
$621K
0.0%
26,625 Held
RNRTY REUNERT LTD-UNSPONSORED ADR
$617K
0.0%
127,975 Held
MEDP MEDPACE HOLDINGS INC
$608K
0.0%
3,870 −408 −9.5% Reduced
TSCDY TESCO PLC-SPONSORED ADR
$577K
0.0%
84,268 Held
MRK MERCK & CO. INC.
$553K
0.0%
6,425 −710 −10.0% Reduced
REGN REGENERON PHARMACEUTICALS
$547K
0.0%
794 −325 −29.0% Reduced
COR CENCORA INC
$525K
0.0%
3,878 Held
VWAPY VOLKSWAGEN AG-UNSP ADR PREF
$520K
0.0%
42,703 Held
NOK NOKIA CORP-SPON ADR
$487K
0.0%
114,106 Held
META META PLATFORMS INC-CLASS A
$458K
0.0%
3,378 Held
LPLA LPL FINANCIAL HOLDINGS INC
$453K
0.0%
2,072 Held
HUM HUMANA INC
$410K
0.0%
844 Held
PPLI PEOPLE INC
$406K
0.0%
7,324 +7,324 New
BCS BARCLAYS PLC-SPONS ADR
$360K
0.0%
56,305 +984 +1.8% Added
IPGP IPG PHOTONICS CORP
$354K
0.0%
4,192 Held
CMCSA COMCAST CORP-CLASS A
$338K
0.0%
11,510 Held
QRVO QORVO INC
$337K
0.0%
4,245 Held
EXEL EXELIXIS INC
$324K
0.0%
20,669 Held
LRCXEUR LAM RESEARCH CORP
$322K
0.0%
879 Held
WSM WILLIAMS-SONOMA INC
$320K
0.0%
2,718 −609 −18.3% Reduced
SWKS SKYWORKS SOLUTIONS INC
$285K
0.0%
3,342 +133 +4.1% Added
INTC INTEL CORP
$274K
0.0%
10,632 Held
DELL DELL TECHNOLOGIES -C
$260K
0.0%
7,618 Held
CACI CACI INTERNATIONAL INC -CL A
$245K
0.0%
940 +175 +22.9% Added
DGX QUEST DIAGNOSTICS INC
$241K
0.0%
1,966 Held
LSTR LANDSTAR SYSTEM INC
$224K
0.0%
1,549 +1,549 New
PLTK PLAYTIKA HOLDING CORP
$218K
0.0%
23,178 +354 +1.6% Added
F FORD MOTOR CO
$168K
0.0%
14,961 Held
2676403D NEXTIER OILFIELD SOLUTIONS I
$165K
0.0%
22,331 −387,541 −94.6% Reduced
HNHPF HON HAI PRECISION-GDR REG S
$148K
0.0%
23,319 Held
SIRIEUR SIRIUS XM HOLDINGS INC
$118K
0.0%
20,715 Held
LUKOY LUKOIL PJSC-SPON ADR
$0
0.0%
45,362 Held

Sold positions

4 closed in Q3 2022 · shares & value as of prior filing
Holding Shares sold Prior value
DHI DR HORTON INC
3,981 $264K
MUR MURPHY OIL CORP
8,444 $255K
HMC HONDA MOTOR CO LTD-SPONS ADR
9,011 $218K
AN AUTONATION INC
1,882 $210K

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.