whalepapers
Overview/ Pzena Investment Management LLC/ Q3 2023

Pzena Investment Management LLC

Richard Pzena · As of Q3 2023 · filed Nov 9, 2023

Q3 2023

Holdings

160 positions · Δ vs prior quarter
CTSH COGNIZANT TECH SOLUTIONS-A
$1.18B
5.1%
17,477,911 −169,210 −1.0% Reduced
DOW DOW INC
$940.0M
4.0%
18,230,680 +3,346,726 +22.5% Added
LEA LEAR CORP
$874.4M
3.8%
6,515,370 −67,469 −1.0% Reduced
EIX EDISON INTERNATIONAL
$842.8M
3.6%
13,316,887 +197,259 +1.5% Added
WAB WABTEC CORP
$796.8M
3.4%
7,498,076 −62,172 −0.8% Reduced
EQH EQUITABLE HOLDINGS INC
$763.8M
3.3%
26,902,560 +2,450,484 +10.0% Added
SSNC SS&C TECHNOLOGIES HOLDINGS
$747.6M
3.2%
14,229,448 +197,934 +1.4% Added
WFC WELLS FARGO & CO
$746.5M
3.2%
18,269,318 +335,560 +1.9% Added
COF CAPITAL ONE FINANCIAL CORP
$740.2M
3.2%
7,626,988 +585,797 +8.3% Added
NOV NOV INC
$723.4M
3.1%
34,613,997 −2,176,726 −5.9% Reduced
C CITIGROUP INC
$683.9M
2.9%
16,627,430 +486,952 +3.0% Added
CHTR CHARTER COMMUNICATIONS INC-A
$641.8M
2.8%
1,459,148 +253,324 +21.0% Added
MET METLIFE INC
$636.0M
2.7%
10,108,992 +5,474,449 +118.1% Added
PVH PVH CORP
$533.3M
2.3%
6,970,695 +6,087 +0.1% Added
BAC BANK OF AMERICA CORP
$532.0M
2.3%
19,430,142 +4,335,882 +28.7% Added
MGA MAGNA INTERNATIONAL INC
$526.0M
2.3%
9,811,009 +3,609,429 +58.2% Added
GE GENERAL ELECTRIC
$519.1M
2.2%
4,695,296 −2,002,018 −29.9% Reduced
NWL NEWELL BRANDS INC
$494.8M
2.1%
54,796,231 +2,373,356 +4.5% Added
MDT MEDTRONIC PLC
$449.0M
1.9%
5,730,577 +3,037,394 +112.8% Added
AVT AVNET INC
$420.7M
1.8%
8,730,260 +42,234 +0.5% Added
FMS FRESENIUS MEDICAL CARE-ADR
$350.9M
1.5%
16,288,934 −383,647 −2.3% Reduced
DOX AMDOCS LTD
$341.7M
1.5%
4,043,887 −579,236 −12.5% Reduced
GIL GILDAN ACTIVEWEAR INC
$308.0M
1.3%
10,996,538 +168,601 +1.6% Added
TEL1USD TE CONNECTIVITY LTD
$291.1M
1.3%
2,356,614 +23,517 +1.0% Added
BMY BRISTOL-MYERS SQUIBB CO
$285.8M
1.2%
4,924,194 +596,625 +13.8% Added
TSN TYSON FOODS INC-CL A
$274.7M
1.2%
5,440,820 +5,440,820 New
JPM JPMORGAN CHASE & CO
$258.5M
1.1%
1,782,605 −16,107 −0.9% Reduced
SHEL SHELL PLC-ADR
$253.6M
1.1%
3,939,739 +61,583 +1.6% Added
VOYA VOYA FINANCIAL INC
$253.3M
1.1%
3,812,473 −3,934 −0.1% Reduced
BAX BAXTER INTERNATIONAL INC
$215.9M
0.9%
5,721,656 +5,721,656 New
BKNG BOOKING HOLDINGS INC
$210.6M
0.9%
68,289 −47,580 −41.1% Reduced
GPN GLOBAL PAYMENTS INC
$197.9M
0.9%
1,714,837 +1,714,837 New
CNO CNO FINANCIAL GROUP INC
$172.2M
0.7%
7,254,590 −31,920 −0.4% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$165.6M
0.7%
2,733,212 −4,834,549 −63.9% Reduced
CI THE CIGNA GROUP
$160.3M
0.7%
560,199 +356 +0.1% Added
NOK NOKIA CORP-SPON ADR
$160.0M
0.7%
42,791,256 +42,477,173 +13524.2% Added
GS GOLDMAN SACHS GROUP INC
$153.7M
0.7%
474,930 −24,189 −4.8% Reduced
UBS UBS GROUP AG-REG
$150.8M
0.6%
6,117,608 −23,346 −0.4% Reduced
CAH CARDINAL HEALTH INC
$149.2M
0.6%
1,718,672 −167,817 −8.9% Reduced
OLN OLIN CORP
$147.0M
0.6%
2,940,658 +397,050 +15.6% Added
HAL HALLIBURTON CO
$144.5M
0.6%
3,567,846 −3,839,276 −51.8% Reduced
TCOM TRIP.COM GROUP LTD-ADR
$141.4M
0.6%
4,042,319 −2,530,990 −38.5% Reduced
GAP GAP INC
$140.3M
0.6%
13,193,826 +3,028,591 +29.8% Added
SKAA SKECHERS USA INC-CL A
$135.4M
0.6%
2,765,205 −1,217,172 −30.6% Reduced
BAP CREDICORP LTD
$132.7M
0.6%
1,036,755 +117,102 +12.7% Added
MHK MOHAWK INDUSTRIES INC
$129.5M
0.6%
1,508,716 −504,818 −25.1% Reduced
LDOS LEIDOS HOLDINGS INC
$114.9M
0.5%
1,246,768 +949,955 +320.1% Added
GJB STEELCASE INC-CL A
$110.2M
0.5%
9,870,043 −55,817 −0.6% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$109.0M
0.5%
1,932,990 −2,770,838 −58.9% Reduced
EXMOC EXXON MOBIL CORP
$106.1M
0.5%
902,649 −2,446 −0.3% Reduced
AXTA AXALTA COATING SYSTEMS LTD
$102.9M
0.4%
3,825,560 +73,604 +2.0% Added
JELD JELD-WEN HOLDING INC
$102.0M
0.4%
7,635,840 −11,553 −0.2% Reduced
JNJ JOHNSON & JOHNSON
$98.7M
0.4%
634,017 −323 −0.1% Reduced
PFE PFIZER INC
$90.2M
0.4%
2,719,130 −5,481 −0.2% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$86.9M
0.4%
1,109,607 −2,549 −0.2% Reduced
FLEX FLEX LTD
$85.5M
0.4%
3,167,763 +7,215 +0.2% Added
ELV ELEVANCE HEALTH INC
$84.0M
0.4%
192,828 Held
DIS WALT DISNEY CO
$83.9M
0.4%
1,035,416 +1,035,416 New
WED WEBSTER FINANCIAL CORP
$83.7M
0.4%
2,075,721 −2,696 −0.1% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$78.1M
0.3%
9,720,155 +810,972 +9.1% Added
37M MRC GLOBAL INC
$76.3M
0.3%
7,448,170 +285,843 +4.0% Added
GD GENERAL DYNAMICS CORP
$76.2M
0.3%
344,778 Held
REZI RESIDEO TECHNOLOGIES INC
$76.1M
0.3%
4,815,603 +921,631 +23.7% Added
AYI ACUITY INC
$74.9M
0.3%
439,677 +6,141 +1.4% Added
AAP ADVANCE AUTO PARTS INC
$73.9M
0.3%
1,320,967 +1,320,967 New
DOORUSD MASONITE INTERNATIONAL CORP
$73.8M
0.3%
791,805 −12,632 −1.6% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$71.5M
0.3%
822,537 +61,975 +8.1% Added
HPE HEWLETT PACKARD ENTERPRISE
$71.1M
0.3%
4,091,921 −6,970,543 −63.0% Reduced
ORCL ORACLE CORP
$70.2M
0.3%
662,618 −1,217,349 −64.8% Reduced
OEC ORION SA
$69.9M
0.3%
3,284,823 +171,834 +5.5% Added
BDC BELDEN INC
$66.7M
0.3%
690,438 −4,262 −0.6% Reduced
TRS TRIMAS CORP
$63.6M
0.3%
2,570,194 +167,452 +7.0% Added
AMGN AMGEN INC
$63.2M
0.3%
235,266 −270,087 −53.4% Reduced
MS MORGAN STANLEY
$61.2M
0.3%
749,246 −950 −0.1% Reduced
DAN DANA INC
$57.3M
0.2%
3,907,212 −1,033,990 −20.9% Reduced
ADNT ADIENT PLC
$56.8M
0.2%
1,546,927 +309,359 +25.0% Added
ONB OLD NATIONAL BANCORP
$55.6M
0.2%
3,824,083 −12,671 −0.3% Reduced
1RG REV GROUP INC
$55.6M
0.2%
3,471,942 −12,097 −0.3% Reduced
SCSC SCANSOURCE INC
$54.7M
0.2%
1,804,048 +120,721 +7.2% Added
UVV UNIVERSAL CORP/VA
$52.8M
0.2%
1,117,463 +178,592 +19.0% Added
GL GLOBE LIFE INC
$52.4M
0.2%
481,479 Held
AMERICAN WOODMARK CORPORATION
$51.4M
0.2%
679,732 −17,466 −2.5% Reduced
ASB ASSOCIATED BANC-CORP
$50.4M
0.2%
2,947,754 −2,727 −0.1% Reduced
CBRE CBRE GROUP INC - A
$49.6M
0.2%
671,891 −1,383 −0.2% Reduced
RGA REINSURANCE GROUP OF AMERICA
$46.7M
0.2%
321,872 −14,214 −4.2% Reduced
USNA USANA HEALTH SCIENCES INC
$46.2M
0.2%
787,439 −2,606 −0.3% Reduced
FNF FIDELITY NATIONAL FINANCIAL
$45.5M
0.2%
1,100,767 −3,362 −0.3% Reduced
MSM MSC INDUSTRIAL DIRECT CO-A
$45.3M
0.2%
461,966 Held
JNPR* JUNIPER NETWORKS INC
$45.1M
0.2%
1,624,538 Held
GMS1EUR GMS INC
$44.8M
0.2%
700,306 −815 −0.1% Reduced
MBC MASTERBRAND INC
$43.6M
0.2%
3,590,486 −60,696 −1.7% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$43.4M
0.2%
808,395 −357,374 −30.7% Reduced
MCK MCKESSON CORP
$43.0M
0.2%
98,919 −518,932 −84.0% Reduced
COLB COLUMBIA BANKING SYSTEM INC
$38.3M
0.2%
1,884,240 −1,805 −0.1% Reduced
WSFS WSFS FINANCIAL CORP
$38.1M
0.2%
1,043,996 −974 −0.1% Reduced
HSIC HENRY SCHEIN INC
$37.2M
0.2%
501,624 +4,652 +0.9% Added
ABEV AMBEV SA-ADR
$37.0M
0.2%
14,332,485 −373,596 −2.5% Reduced
FBIN FORTUNE BRANDS INNOVATIONS I
$36.0M
0.2%
578,688 −126,816 −18.0% Reduced
BIDU BAIDU INC - SPON ADR
$35.9M
0.2%
266,960 +17,510 +7.0% Added
TBI TRUEBLUE INC
$35.7M
0.2%
2,430,841 −2,492 −0.1% Reduced
TILE INTERFACE INC
$35.5M
0.2%
3,614,372 +1,426,749 +65.2% Added
FITB FIFTH THIRD BANCORP
$34.5M
0.1%
1,361,303 Held
RF REGIONS FINANCIAL CORP
$32.7M
0.1%
1,899,232 −479,167 −20.1% Reduced
CSCO CISCO SYSTEMS INC
$31.2M
0.1%
579,965 −9,550 −1.6% Reduced
ARW ARROW ELECTRONICS INC
$29.7M
0.1%
236,971 Held
HOFT HOOKER FURNISHINGS CORP
$29.1M
0.1%
1,493,947 −5,815 −0.4% Reduced
UVSP UNIVEST FINANCIAL CORP
$26.7M
0.1%
1,536,123 −1,644 −0.1% Reduced
IBN ICICI BANK LTD-SPON ADR
$26.7M
0.1%
1,154,461 −30,876 −2.6% Reduced
PAHC PHIBRO ANIMAL HEALTH CORP-A
$26.4M
0.1%
2,068,986 −1,563 −0.1% Reduced
TEX TEREX CORP
$25.6M
0.1%
445,047 −1,752,562 −79.7% Reduced
ZTO ZTO EXPRESS CAYMAN INC-ADR
$25.6M
0.1%
1,060,769 +1,060,769 New
GCO GENESCO INC
$24.9M
0.1%
806,731 +806,731 New
BFH BREAD FINANCIAL HOLDINGS INC
$24.2M
0.1%
708,528 +106,891 +17.8% Added
SYU1 SYNOVUS FINANCIAL CORP
$23.4M
0.1%
842,439 +298,941 +55.0% Added
SHG SHINHAN FINANCIAL GROUP-ADR
$22.8M
0.1%
859,297 +1,750 +0.2% Added
KOP KOPPERS HOLDINGS INC
$22.3M
0.1%
563,558 −2,212 −0.4% Reduced
VREX VAREX IMAGING CORP
$20.9M
0.1%
1,114,058 −1,371 −0.1% Reduced
KEY KEYCORP
$18.6M
0.1%
1,729,986 Held
G GENPACT LTD
$18.3M
0.1%
505,310 Held
CMA COMERICA INC
$18.0M
0.1%
433,997 Held
IVZ INVESCO LTD
$16.8M
0.1%
1,156,571 −1,529,492 −56.9% Reduced
MDU MDU RESOURCES GROUP INC
$15.6M
0.1%
795,335 Held
AGIIGBP ARGO GROUP INTERNATIONAL
$15.0M
0.1%
503,236 −509,825 −50.3% Reduced
MTZ MASTEC INC
$14.5M
0.1%
201,777 Held
ETR ENTERGY CORP
$10.2M
0.0%
110,648 Held
VZ VERIZON COMMUNICATIONS INC
$7.5M
0.0%
230,539 Held
CLSEUR CELESTICA INC
$5.3M
0.0%
215,920 −4,547,944 −95.5% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$3.7M
0.0%
42,843 +102 +0.2% Added
CRBG COREBRIDGE FINANCIAL INC
$3.5M
0.0%
178,058 +178,058 New
CIG CIA ENERGETICA DE-SPON ADR
$3.2M
0.0%
1,306,496 −439,200 −25.2% Reduced
SSL SASOL LTD-SPONSORED ADR
$3.2M
0.0%
230,805 −14,306 −5.8% Reduced
PBR/A PETROLEO BRASIL-SP PREF ADR
$2.3M
0.0%
168,703 +12,194 +7.8% Added
ITUB ITAU UNIBANCO H-SPON PRF ADR
$1.5M
0.0%
270,062 −14,975 −5.3% Reduced
KB KB FINANCIAL GROUP INC-ADR
$1.4M
0.0%
34,241 Held
NATURA & CO HOLDING SA SPON ADR
$1.3M
0.0%
233,434 Held
BCS BARCLAYS PLC-SPONS ADR
$793K
0.0%
101,786 −2,063 −2.0% Reduced
ITRN ITURAN LOCATION AND CONTROL
$762K
0.0%
25,488 Held
MMI MARCUS & MILLICHAP INC
$760K
0.0%
25,912 +25,912 New
ING ING GROEP N.V.-SPONSORED ADR
$704K
0.0%
53,418 −4,642 −8.0% Reduced
PHG KONINKLIJKE PHILIPS NVR- NY
$702K
0.0%
35,186 −3,003 −7.9% Reduced
HSBC HSBC HOLDINGS PLC-SPONS ADR
$676K
0.0%
17,135 −2,700 −13.6% Reduced
MT ARCELORMITTAL-NY REGISTERED
$605K
0.0%
24,162 −889 −3.5% Reduced
EXEL EXELIXIS INC
$481K
0.0%
22,027 +3,711 +20.3% Added
DBX DROPBOX INC-CLASS A
$463K
0.0%
17,000 +17,000 New
TMUS T-MOBILE US INC
$453K
0.0%
3,238 Held
GILD GILEAD SCIENCES INC
$450K
0.0%
6,001 +56 +0.9% Added
UTHR UNITED THERAPEUTICS CORP
$421K
0.0%
1,863 −211 −10.2% Reduced
INGR INGREDION INC
$417K
0.0%
4,239 −233 −5.2% Reduced
HUM HUMANA INC
$389K
0.0%
800 +800 New
TRV TRAVELERS COS INC
$383K
0.0%
2,347 −279 −10.6% Reduced
ULTA ULTA BEAUTY INC
$360K
0.0%
900 +900 New
LPLA LPL FINANCIAL HOLDINGS INC
$303K
0.0%
1,277 −218 −14.6% Reduced
SEB SEABOARD CORP
$293K
0.0%
78 +5 +6.8% Added
NWG NATWEST GROUP PLC -SPON ADR
$285K
0.0%
48,908 −1,705 −3.4% Reduced
ACGL ARCH CAPITAL GROUP LTD
$249K
0.0%
3,122 +3,122 New
QRVO QORVO INC
$242K
0.0%
2,533 −499 −16.5% Reduced
CMCSA COMCAST CORP-CLASS A
$238K
0.0%
5,361 −1,433 −21.1% Reduced
SMFG SUMITOMO MITSUI-SPONS ADR
$228K
0.0%
23,154 −500 −2.1% Reduced
MKL MARKEL GROUP INC
$225K
0.0%
153 Held
VOD VODAFONE GROUP PLC-SP ADR
$117K
0.0%
12,387 Held

Sold positions

14 closed in Q3 2023 · shares & value as of prior filing
Holding Shares sold Prior value
GEHC GE HEALTHCARE TECHNOLOGY
2,573,162 $209.0M
EPAC ENERPAC TOOL GROUP CORP
1,175,581 $31.7M
HOPE HOPE BANCORP INC
2,021,803 $17.0M
SNA SNAP-ON INC
56,187 $16.2M
KNF KNIFE RIVER CORP
198,832 $8.6M
SCBFY STANDARD CHARTERED- UNSP ADR
242,954 $4.2M
PKX POSCO HOLDINGS INC -SPON ADR
37,667 $2.8M
WLMIY WILMAR INTERNATIONAL-UNS ADR
87,882 $2.5M
JLL JONES LANG LASALLE INC
4,630 $721K
BIIB BIOGEN INC
1,618 $461K
BGUSD BUNGE LTD
3,699 $349K
LABORATORY CORPORATION OF AMERICA HOLDINGS
1,160 $280K
ICLR ICON PLC
826 $207K
SIRIEUR SIRIUS XM HOLDINGS INC
33,806 $153K

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.