whalepapers
Overview/ Pzena Investment Management LLC/ Q3 2024

Pzena Investment Management LLC

Richard Pzena · As of Q3 2024 · filed Nov 8, 2024

Q3 2024

Holdings

157 positions · Δ vs prior quarter
MGA MAGNA INTERNATIONAL INC
$1.46B
4.7%
26,322,353 +5,363,408 +25.6% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$1.44B
4.6%
18,609,588 −310 −0.0% Reduced
BAX BAXTER INTERNATIONAL INC
$1.22B
3.9%
32,222,202 +1,399,198 +4.5% Added
COF CAPITAL ONE FINANCIAL CORP
$1.04B
3.3%
6,939,552 +7,004 +0.1% Added
DOW DOW INC
$1.04B
3.3%
18,951,871 +86,007 +0.5% Added
CHTR CHARTER COMMUNICATIONS INC-A
$976.5M
3.1%
3,013,220 −10,369 −0.3% Reduced
C CITIGROUP INC
$946.9M
3.1%
15,126,565 −191,159 −1.2% Reduced
SSNC SS&C TECHNOLOGIES HOLDINGS
$939.8M
3.0%
12,663,903 −1,545,202 −10.9% Reduced
WFC WELLS FARGO & CO
$882.5M
2.8%
15,622,217 −84,255 −0.5% Reduced
DG DOLLAR GENERAL CORP
$865.9M
2.8%
10,238,886 +8,388,735 +453.4% Added
LEA LEAR CORP
$842.1M
2.7%
7,714,653 +526,763 +7.3% Added
CVS CVS HEALTH CORP
$825.9M
2.7%
13,135,308 +198,920 +1.5% Added
EIX EDISON INTERNATIONAL
$806.7M
2.6%
9,262,648 −3,612,638 −28.1% Reduced
UBS UBS GROUP AG-REG
$802.7M
2.6%
30,802,466 +851,231 +2.8% Added
MET METLIFE INC
$794.8M
2.6%
9,636,576 −9,490 −0.1% Reduced
HUM HUMANA INC
$793.8M
2.6%
2,506,250 +187,903 +8.1% Added
BAC BANK OF AMERICA CORP
$773.1M
2.5%
19,482,901 −350,396 −1.8% Reduced
MDT MEDTRONIC PLC
$772.7M
2.5%
8,582,993 +275,870 +3.3% Added
TSN TYSON FOODS INC-CL A
$747.1M
2.4%
12,543,781 +54,217 +0.4% Added
BMY BRISTOL-MYERS SQUIBB CO
$734.8M
2.4%
14,201,746 +67,409 +0.5% Added
EQH EQUITABLE HOLDINGS INC
$690.6M
2.2%
16,432,139 −2,210,545 −11.9% Reduced
NOV NOV INC
$687.1M
2.2%
43,027,106 +7,851,220 +22.3% Added
GPN GLOBAL PAYMENTS INC
$680.0M
2.2%
6,638,862 +215,399 +3.4% Added
PVH PVH CORP
$570.3M
1.8%
5,656,006 +32,300 +0.6% Added
DOX AMDOCS LTD
$556.7M
1.8%
6,363,739 +696,136 +12.3% Added
AVT AVNET INC
$449.4M
1.4%
8,274,168 −302,653 −3.5% Reduced
SWKS SKYWORKS SOLUTIONS INC
$404.3M
1.3%
4,093,760 +3,468 +0.1% Added
NWL NEWELL BRANDS INC
$402.9M
1.3%
52,466,712 −12,346 −0.0% Reduced
NOK NOKIA CORP-SPON ADR
$396.7M
1.3%
90,785,960 +8,261,407 +10.0% Added
TEL TE CONNECTIVITY PLC
$394.8M
1.3%
2,614,993 +2,614,993 New
FMS FRESENIUS MEDICAL CARE-ADR
$345.4M
1.1%
16,215,669 +31,448 +0.2% Added
VOYA VOYA FINANCIAL INC
$291.6M
0.9%
3,681,234 −2,878 −0.1% Reduced
DAL DELTA AIR LINES INC
$281.2M
0.9%
5,536,640 +5,536,640 New
SHEL SHELL PLC-ADR
$244.0M
0.8%
3,699,517 +7,317 +0.2% Added
PFE PFIZER INC
$210.7M
0.7%
7,281,709 +24,029 +0.3% Added
GS GOLDMAN SACHS GROUP INC
$199.2M
0.6%
402,339 −36,942 −8.4% Reduced
CI THE CIGNA GROUP
$187.7M
0.6%
541,778 +1,822 +0.3% Added
JPM JPMORGAN CHASE & CO
$186.5M
0.6%
884,350 −76,182 −7.9% Reduced
BAP CREDICORP LTD
$185.8M
0.6%
1,026,833 +91,877 +9.8% Added
MHK MOHAWK INDUSTRIES INC
$174.7M
0.6%
1,087,476 −4,570 −0.4% Reduced
ZTO ZTO EXPRESS CAYMAN INC-ADR
$174.4M
0.6%
7,039,599 +1,079,327 +18.1% Added
OLN OLIN CORP
$165.7M
0.5%
3,452,708 +685,710 +24.8% Added
CNO CNO FINANCIAL GROUP INC
$160.7M
0.5%
4,577,890 −1,448,993 −24.0% Reduced
JELD JELD-WEN HOLDING INC
$151.5M
0.5%
9,582,008 +261,157 +2.8% Added
SPB SPECTRUM BRANDS HOLDINGS INC
$124.7M
0.4%
1,310,861 +123,733 +10.4% Added
CSCO CISCO SYSTEMS INC
$118.6M
0.4%
2,228,564 +1,193,850 +115.4% Added
AAP ADVANCE AUTO PARTS INC
$113.4M
0.4%
2,908,658 +1,698,155 +140.3% Added
KSPI JSC KASPI.KZ ADR
$113.1M
0.4%
1,066,645 +198,675 +22.9% Added
GL GLOBE LIFE INC
$106.8M
0.3%
1,008,732 +78,354 +8.4% Added
ELV ELEVANCE HEALTH INC
$100.0M
0.3%
192,368 +113 +0.1% Added
UHS UNIVERSAL HEALTH SERVICES-B
$93.0M
0.3%
405,949 −49,374 −10.8% Reduced
LDOS LEIDOS HOLDINGS INC
$82.0M
0.3%
502,880 +170 +0.0% Added
GD GENERAL DYNAMICS CORP
$81.7M
0.3%
270,507 +155 +0.1% Added
WED WEBSTER FINANCIAL CORP
$80.5M
0.3%
1,726,539 −16,634 −1.0% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$79.9M
0.3%
9,153,018 +317,901 +3.6% Added
MS MORGAN STANLEY
$78.2M
0.3%
750,188 +365 +0.0% Added
KFY KORN FERRY
$76.9M
0.2%
1,022,212 −22,676 −2.2% Reduced
CNXC CONCENTRIX CORP
$75.3M
0.2%
1,468,639 −16,268 −1.1% Reduced
37M MRC GLOBAL INC
$73.5M
0.2%
5,770,791 +20,407 +0.4% Added
HSIC HENRY SCHEIN INC
$71.9M
0.2%
986,467 −3,204 −0.3% Reduced
GJB STEELCASE INC-CL A
$70.7M
0.2%
5,239,449 −1,853,226 −26.1% Reduced
EXMOC EXXON MOBIL CORP
$69.7M
0.2%
594,716 Held
RHI ROBERT HALF INC
$69.3M
0.2%
1,027,683 +303,421 +41.9% Added
OEC ORION SA
$65.0M
0.2%
3,647,985 +954,398 +35.4% Added
ADNT ADIENT PLC
$63.8M
0.2%
2,825,491 +877,142 +45.0% Added
REZI RESIDEO TECHNOLOGIES INC
$60.9M
0.2%
3,022,371 −240,361 −7.4% Reduced
WAB WABTEC CORP
$60.4M
0.2%
332,298 −122,097 −26.9% Reduced
MBUU MALIBU BOATS INC - A
$60.4M
0.2%
1,555,331 +77,015 +5.2% Added
COLB COLUMBIA BANKING SYSTEM INC
$58.1M
0.2%
2,225,764 −206,683 −8.5% Reduced
ONB OLD NATIONAL BANCORP
$55.7M
0.2%
2,983,728 −159,745 −5.1% Reduced
TRS TRIMAS CORP
$54.7M
0.2%
2,142,547 −117,955 −5.2% Reduced
ASB ASSOCIATED BANC-CORP
$53.0M
0.2%
2,461,851 −49,028 −2.0% Reduced
MBC MASTERBRAND INC
$52.6M
0.2%
2,838,716 +35,497 +1.3% Added
CHRW C.H. ROBINSON WORLDWIDE INC
$51.3M
0.2%
465,027 −412,700 −47.0% Reduced
FITB FIFTH THIRD BANCORP
$49.9M
0.2%
1,163,906 −5,439 −0.5% Reduced
UVV UNIVERSAL CORP/VA
$49.3M
0.2%
928,870 −103,085 −10.0% Reduced
CBRE CBRE GROUP INC - A
$49.2M
0.2%
395,471 −275,567 −41.1% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$47.2M
0.2%
593,252 −926,720 −61.0% Reduced
VREX VAREX IMAGING CORP
$46.4M
0.1%
3,890,879 +1,321,666 +51.4% Added
G GENPACT LTD
$45.6M
0.1%
1,163,870 Held
SHG SHINHAN FINANCIAL GROUP-ADR
$45.5M
0.1%
1,073,222 −9,330 −0.9% Reduced
AMERICAN WOODMARK CORPORATIO
$45.2M
0.1%
483,562 +179,644 +59.1% Added
PLOW DOUGLAS DYNAMICS INC
$44.8M
0.1%
1,624,820 +222,945 +15.9% Added
HAL HALLIBURTON CO
$44.8M
0.1%
1,542,006 +208 +0.0% Added
ABEV AMBEV SA-ADR
$44.8M
0.1%
18,351,089 −34,223 −0.2% Reduced
RF REGIONS FINANCIAL CORP
$44.3M
0.1%
1,899,232 Held
BFH BREAD FINANCIAL HOLDINGS INC
$41.9M
0.1%
880,827 +243,419 +38.2% Added
CRBG COREBRIDGE FINANCIAL INC
$41.9M
0.1%
1,436,310 −3,552 −0.2% Reduced
WSFS WSFS FINANCIAL CORP
$41.6M
0.1%
816,470 −83,189 −9.2% Reduced
HR HEALTHCARE REALTY TRUST INC
$40.4M
0.1%
2,225,430 +2,225,430 New
USNA USANA HEALTH SCIENCES INC
$39.8M
0.1%
1,049,610 +72,977 +7.5% Added
MSM MSC INDUSTRIAL DIRECT CO-A
$39.8M
0.1%
461,931 +30 +0.0% Added
SPARUSD SHYFT GROUP INC
$38.9M
0.1%
3,099,622 −144,212 −4.4% Reduced
WCC WESCO INTERNATIONAL INC
$38.4M
0.1%
228,819 +80,041 +53.8% Added
FMC FMC CORP
$37.9M
0.1%
575,294 −1,443 −0.3% Reduced
JNJ JOHNSON & JOHNSON
$37.2M
0.1%
229,342 −802 −0.3% Reduced
ABM ABM INDUSTRIES INC
$36.6M
0.1%
694,464 +278,575 +67.0% Added
DAN DANA INC
$36.4M
0.1%
3,449,811 +224,298 +7.0% Added
FNF FIDELITY NATIONAL FINANCIAL
$36.2M
0.1%
583,690 −436,808 −42.8% Reduced
HELE HELEN OF TROY LTD
$36.0M
0.1%
581,442 +581,442 New
AIG AMERICAN INTERNATIONAL GROUP
$34.8M
0.1%
475,206 Held
BIDU BAIDU INC - SPON ADR
$34.8M
0.1%
330,131 +20,550 +6.6% Added
UVSP UNIVEST FINANCIAL CORP
$33.5M
0.1%
1,189,748 −78,502 −6.2% Reduced
MCK MCKESSON CORP
$33.2M
0.1%
67,079 Held
GCO GENESCO INC
$33.1M
0.1%
1,217,858 −3,484 −0.3% Reduced
PAHC PHIBRO ANIMAL HEALTH CORP-A
$32.9M
0.1%
1,460,800 −376,206 −20.5% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$31.6M
0.1%
711,469 −46,145 −6.1% Reduced
GIL GILDAN ACTIVEWEAR INC
$30.0M
0.1%
636,743 −743,663 −53.9% Reduced
GAP GAP INC
$30.0M
0.1%
1,359,676 −71,417 −5.0% Reduced
ARW ARROW ELECTRONICS INC
$29.4M
0.1%
221,239 −6 −0.0% Reduced
KEY KEYCORP
$29.2M
0.1%
1,745,986 Held
KOP KOPPERS HOLDINGS INC
$28.1M
0.1%
770,169 +368,709 +91.8% Added
HUN HUNTSMAN CORP
$27.0M
0.1%
1,117,578 +1,117,578 New
DIS WALT DISNEY CO
$26.0M
0.1%
270,551 −938 −0.3% Reduced
CMA COMERICA INC
$26.0M
0.1%
433,892 Held
MAN MANPOWERGROUP INC
$25.8M
0.1%
351,121 Held
SCSC SCANSOURCE INC
$24.7M
0.1%
514,503 −413,080 −44.5% Reduced
HOFT HOOKER FURNISHINGS CORP
$23.3M
0.1%
1,286,381 +13,524 +1.1% Added
MMI MARCUS & MILLICHAP INC
$23.1M
0.1%
583,697 −57,970 −9.0% Reduced
TBI TRUEBLUE INC
$21.9M
0.1%
2,780,117 −90,557 −3.2% Reduced
HVT HAVERTY FURNITURE
$19.8M
0.1%
719,637 +719,637 New
HDB HDFC BANK LTD-ADR
$19.4M
0.1%
310,736 Held
IVZ INVESCO LTD
$15.6M
0.1%
886,851 Held
ETR ENTERGY CORP
$14.6M
0.0%
110,594 −54 −0.0% Reduced
BDC BELDEN INC
$10.2M
0.0%
86,976 −657,044 −88.3% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$10.0M
0.0%
57,582 −7,786 −11.9% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$6.9M
0.0%
65,310 −315 −0.5% Reduced
TILE INTERFACE INC
$6.0M
0.0%
317,299 −1,377,959 −81.3% Reduced
CIG CIA ENERGETICA DE-SPON ADR
$3.3M
0.0%
1,583,394 Held
VALE VALE SA-SP ADR
$3.0M
0.0%
253,398 Held
IBN ICICI BANK LTD-SPON ADR
$2.6M
0.0%
88,465 −244,584 −73.4% Reduced
ITUB ITAU UNIBANCO H-SPON PRF ADR
$2.5M
0.0%
371,725 +141,061 +61.2% Added
KB KB FINANCIAL GROUP INC-ADR
$2.4M
0.0%
38,941 Held
SSL SASOL LTD-SPONSORED ADR
$2.4M
0.0%
352,561 Held
PBR/A PETROLEO BRASIL-SP PREF ADR
$2.2M
0.0%
168,134 Held
AXTA AXALTA COATING SYSTEMS LTD
$1.3M
0.0%
36,979 −1,822,827 −98.0% Reduced
BCS BARCLAYS PLC-SPONS ADR
$1.0M
0.0%
85,302 −12,290 −12.6% Reduced
ING ING GROEP N.V.-SPONSORED ADR
$907K
0.0%
49,932 −3,878 −7.2% Reduced
MT ARCELORMITTAL-NY REGISTERED
$872K
0.0%
33,198 +8,113 +32.3% Added
HSBC HSBC HOLDINGS PLC-SPONS ADR
$743K
0.0%
16,448 −490 −2.9% Reduced
NWG NATWEST GROUP PLC -SPON ADR
$628K
0.0%
67,045 −13,633 −16.9% Reduced
ITRN ITURAN LOCATION AND CONTROL
$601K
0.0%
22,659 Held
RGA REINSURANCE GROUP OF AMERICA
$505K
0.0%
2,320 −2,137 −47.9% Reduced
PHG KONINKLIJKE PHILIPS NVR- NY
$426K
0.0%
13,013 −724 −5.3% Reduced
DOCU DOCUSIGN INC
$396K
0.0%
6,379 −1,735 −21.4% Reduced
TMUS T-MOBILE US INC
$381K
0.0%
1,845 −907 −33.0% Reduced
HLI HOULIHAN LOKEY INC
$368K
0.0%
2,329 −1,134 −32.7% Reduced
MKSI MKS INC
$361K
0.0%
3,323 +3,323 New
DBX DROPBOX INC-CLASS A
$355K
0.0%
13,953 −5,278 −27.4% Reduced
QRVO QORVO INC
$335K
0.0%
3,244 −1,112 −25.5% Reduced
LPLA LPL FINANCIAL HOLDINGS INC
$276K
0.0%
1,187 −354 −23.0% Reduced
HO1 HOLOGIC INC
$247K
0.0%
3,030 +3,030 New
SMFG SUMITOMO MITSUI-SPONS ADR
$235K
0.0%
18,615 −3,441 −15.6% Reduced
ULTA ULTA BEAUTY INC
$230K
0.0%
590 −249 −29.7% Reduced
DELL DELL TECHNOLOGIES -C
$227K
0.0%
1,917 −270 −12.3% Reduced
GILD GILEAD SCIENCES INC
$220K
0.0%
2,624 −1,965 −42.8% Reduced
HIG HARTFORD INSURANCE GROUP INC
$207K
0.0%
1,757 −313 −15.1% Reduced

Sold positions

11 closed in Q3 2024 · shares & value as of prior filing
Holding Shares sold Prior value
TEL1USD TE CONNECTIVITY LTD
2,616,000 $393.5M
CAH CARDINAL HEALTH INC
664,657 $65.3M
TCOM TRIP.COM GROUP LTD-ADR
394,160 $18.5M
EQNR EQUINOR ASA-SPON ADR
18,747 $535K
UTHR UNITED THERAPEUTICS CORP
1,599 $509K
INTC INTEL CORP
12,789 $396K
AYI ACUITY INC
1,460 $353K
ATO ATMOS ENERGY CORP
2,709 $316K
DLTR DOLLAR TREE INC
2,727 $291K
CMCSA COMCAST CORP-CLASS A
5,135 $201K
VOD VODAFONE GROUP PLC-SP ADR
12,737 $113K

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.