whalepapers
Overview/ Pzena Investment Management LLC/ Q4 2015

Pzena Investment Management LLC

Richard Pzena · As of Q4 2015 · filed Feb 5, 2016

Q4 2015

Holdings

150 positions · Δ vs prior quarter
BAC BANK OF AMERICA CORP
$482.5M
3.0%
28,668,804 −1,203,071 −4.0% Reduced
EXMOC EXXON MOBIL CORP
$473.4M
2.9%
6,072,604 −37,246 −0.6% Reduced
C CITIGROUP INC
$469.7M
2.9%
9,076,626 −234,366 −2.5% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$469.6M
2.9%
7,578,036 −609,751 −7.4% Reduced
RDS/A SHELL PLC-SPON ADR-A
$456.5M
2.8%
9,969,381 +701,792 +7.6% Added
OMC OMNICOM GROUP
$423.7M
2.6%
5,600,639 −332,371 −5.6% Reduced
MSFT MICROSOFT CORP
$407.7M
2.5%
7,348,676 −2,812,330 −27.7% Reduced
NWSA NEWS CORP - CLASS A
$392.8M
2.4%
29,402,189 −586,193 −2.0% Reduced
ORCL ORACLE CORP
$392.6M
2.4%
10,747,914 −341,979 −3.1% Reduced
WMT WALMART INC
$376.7M
2.3%
6,145,803 −178,123 −2.8% Reduced
PH PARKER HANNIFIN CORP
$372.4M
2.3%
3,839,731 +324,462 +9.2% Added
JPM JPMORGAN CHASE & CO
$358.1M
2.2%
5,423,977 −18,915 −0.3% Reduced
INTC INTEL CORP
$351.4M
2.2%
10,200,462 −1,064,389 −9.4% Reduced
BEN FRANKLIN TEMPLETON INC
$348.4M
2.2%
9,462,920 +1,734,509 +22.4% Added
DOV DOVER CORP
$347.7M
2.1%
5,671,522 +3,413,250 +151.1% Added
AXS AXIS CAPITAL HOLDINGS LTD
$316.9M
2.0%
5,637,010 −235,046 −4.0% Reduced
STAPLES INC
$315.4M
1.9%
33,304,711 +7,805,226 +30.6% Added
SWK STANLEY BLACK & DECKER INC
$314.2M
1.9%
2,944,212 −169,497 −5.4% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$308.9M
1.9%
20,321,861 +20,321,861 New
BP BP PLC-SPONS ADR
$302.1M
1.9%
9,664,508 −71,263 −0.7% Reduced
MS MORGAN STANLEY
$301.7M
1.9%
9,483,618 −194,547 −2.0% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$297.6M
1.8%
12,784,823 −901,156 −6.6% Reduced
MET METLIFE INC
$288.9M
1.8%
5,992,271 +17,564 +0.3% Added
GS GOLDMAN SACHS GROUP INC
$277.3M
1.7%
1,538,730 +2,005 +0.1% Added
VOYA VOYA FINANCIAL INC
$273.0M
1.7%
7,395,161 +3,218 +0.0% Added
WILLIS GROUP HOLDINGS LTD
$266.8M
1.6%
5,493,939 −84,569 −1.5% Reduced
PNC PNC FINANCIAL SERVICES GROUP
$259.0M
1.6%
2,717,749 −125,349 −4.4% Reduced
F FORD MOTOR CO
$257.7M
1.6%
18,287,179 −51,102 −0.3% Reduced
RF REGIONS FINANCIAL CORP
$248.3M
1.5%
25,863,310 +3,090,688 +13.6% Added
HPQ HP INC
$240.8M
1.5%
20,339,606 +20,339,606 New
UBS UBS GROUP AG-REG
$239.0M
1.5%
12,336,997 −298,639 −2.4% Reduced
XL GROUP PLC
$223.2M
1.4%
5,695,677 −360,307 −5.9% Reduced
ABT ABBOTT LABORATORIES
$218.3M
1.3%
4,861,129 −327,217 −6.3% Reduced
STT STATE STREET CORP
$214.6M
1.3%
3,233,807 −20,976 −0.6% Reduced
CIGNA CORP
$187.1M
1.2%
1,278,327 −604,585 −32.1% Reduced
BAX BAXTER INTERNATIONAL INC
$180.7M
1.1%
4,736,982 −126,464 −2.6% Reduced
AVT AVNET INC
$177.6M
1.1%
4,144,718 −1,518,209 −26.8% Reduced
LAMR LAMAR ADVERTISING CO-A
$140.6M
0.9%
2,343,982 −201,733 −7.9% Reduced
BAXALTA INC
$140.2M
0.9%
3,593,273 −501,492 −12.2% Reduced
JNJ JOHNSON & JOHNSON
$120.6M
0.7%
1,174,524 +355 +0.0% Added
ON ON SEMICONDUCTOR
$109.3M
0.7%
11,151,916 +163,441 +1.5% Added
MUR MURPHY OIL CORP
$105.8M
0.7%
4,712,018 −26,267 −0.6% Reduced
KEL KELLANOVA
$93.8M
0.6%
1,298,005 +1,875 +0.1% Added
EIX EDISON INTERNATIONAL
$92.0M
0.6%
1,553,114 −41,811 −2.6% Reduced
WFC WELLS FARGO & CO
$91.1M
0.6%
1,675,568 −372,395 −18.2% Reduced
GLW CORNING INC
$87.9M
0.5%
4,806,511 +12,185 +0.3% Added
PGR PROGRESSIVE CORP
$85.2M
0.5%
2,678,066 −142,974 −5.1% Reduced
TEX TEREX CORP
$83.9M
0.5%
4,538,358 +201,724 +4.7% Added
KEY KEYCORP
$83.2M
0.5%
6,309,728 +1,071,803 +20.5% Added
CSCO CISCO SYSTEMS INC
$82.5M
0.5%
3,038,190 +6,813 +0.2% Added
9990302D APACHE CORP
$80.2M
0.5%
1,803,214 −75,211 −4.0% Reduced
ACM AECOM
$79.1M
0.5%
2,633,890 −159,716 −5.7% Reduced
ALL ALLSTATE CORP
$76.1M
0.5%
1,224,908 +197,821 +19.3% Added
MAS MASCO CORP
$74.3M
0.5%
2,627,217 −858,065 −24.6% Reduced
CMA COMERICA INC
$73.4M
0.5%
1,755,338 −62,718 −3.4% Reduced
BAKER HUGHES INC
$72.7M
0.4%
1,574,808 −1,132,894 −41.8% Reduced
FITB FIFTH THIRD BANCORP
$71.9M
0.4%
3,575,428 +82,228 +2.4% Added
PFE PFIZER INC
$69.8M
0.4%
2,161,593 +1,775 +0.1% Added
SUPERIOR ENERGY SERVICES INC
$69.1M
0.4%
5,133,425 +157,790 +3.2% Added
NWS NEWS CORP - CLASS B
$66.3M
0.4%
4,749,059 −211,846 −4.3% Reduced
ATUEUR ACTUANT CORP-A
$64.8M
0.4%
2,705,683 −28,388 −1.0% Reduced
FLEX FLEX LTD
$64.2M
0.4%
5,725,816 −117,966 −2.0% Reduced
DAN DANA INC
$63.9M
0.4%
4,630,966 +508,212 +12.3% Added
AETNA INC
$63.4M
0.4%
586,750 −1,559 −0.3% Reduced
WED WEBSTER FINANCIAL CORP
$61.2M
0.4%
1,645,546 −62,067 −3.6% Reduced
TEL1USD TE CONNECTIVITY LTD
$56.4M
0.3%
872,388 −190 −0.0% Reduced
ETR ENTERGY CORP
$54.5M
0.3%
796,759 +348 +0.0% Added
CFG CITIZENS FINANCIAL GROUP
$54.3M
0.3%
2,074,421 −427,420 −17.1% Reduced
CVE CENOVUS ENERGY INC
$51.7M
0.3%
4,097,423 +160,078 +4.1% Added
CVS CVS HEALTH CORP
$51.6M
0.3%
527,389 +124 +0.0% Added
G GENPACT LTD
$50.3M
0.3%
2,014,631 +196,647 +10.8% Added
SYU1 SYNOVUS FINANCIAL CORP
$49.3M
0.3%
1,522,475 −282,619 −15.7% Reduced
ENDURANCE SPECIALTY HOLDINGS
$48.6M
0.3%
758,856 +25,135 +3.4% Added
TMK TORCHMARK CORP
$47.4M
0.3%
828,929 −79,289 −8.7% Reduced
IVZ INVESCO LTD
$44.9M
0.3%
1,339,937 +70,890 +5.6% Added
QCOM QUALCOMM INC
$44.1M
0.3%
881,855 +2,670 +0.3% Added
VIV1USD TELEFONICA BRASIL-ADR PREF
$40.5M
0.3%
4,484,102 +565,830 +14.4% Added
GTS TRIPLE-S MANAGEMENT CORP
$38.4M
0.2%
1,607,929 −1,340 −0.1% Reduced
DIOD DIODES INC
$37.4M
0.2%
1,627,663 −18,275 −1.1% Reduced
ROCK GIBRALTAR INDUSTRIES INC
$37.3M
0.2%
1,467,986 −637,023 −30.3% Reduced
ACH ACCENDRA HEALTH INC
$37.0M
0.2%
1,029,003 −8,423 −0.8% Reduced
KBR KBR INC
$36.7M
0.2%
2,169,517 −225,033 −9.4% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$35.1M
0.2%
572,441 +16,235 +2.9% Added
ESSENDANT INC
$35.0M
0.2%
1,075,262 +368,033 +52.0% Added
BBCN BANCORP INC
$34.8M
0.2%
2,022,814 −273,845 −11.9% Reduced
ASB ASSOCIATED BANC-CORP
$34.4M
0.2%
1,832,700 +2,175 +0.1% Added
TECD1USD TECH DATA CORP
$32.9M
0.2%
495,497 −6,726 −1.3% Reduced
SRI STONERIDGE INC
$32.2M
0.2%
2,172,941 −10,770 −0.5% Reduced
NATIONAL PENN BANCSHARES INC
$31.4M
0.2%
2,549,492 −34,794 −1.3% Reduced
NSIT INSIGHT ENTERPRISES INC
$30.7M
0.2%
1,223,407 −17,050 −1.4% Reduced
VALIDUS HOLDINGS LTD
$30.7M
0.2%
662,702 −80,246 −10.8% Reduced
GNW GENWORTH FINANCIAL INC
$30.5M
0.2%
8,170,865 +529,172 +6.9% Added
STXN SEAGATE TECHNOLOGY HOLDINGS
$30.3M
0.2%
826,469 +826,469 New
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$30.2M
0.2%
1,640,523 −9,400 −0.6% Reduced
ASPEN INSURANCE HOLDINGS LTD
$29.2M
0.2%
604,616 +10,433 +1.8% Added
LMEUR LEGG MASON INC
$29.0M
0.2%
738,912 +216,883 +41.5% Added
CHART INDUSTRIES INC
$28.9M
0.2%
1,608,879 +1,071,334 +199.3% Added
CMCO COLUMBUS MCKINNON CORP/NY
$28.7M
0.2%
1,519,816 +409,446 +36.9% Added
TTEK TETRA TECH INC
$28.4M
0.2%
1,089,986 −178,443 −14.1% Reduced
T AT&T INC
$28.3M
0.2%
823,058 Held
UVV UNIVERSAL CORP/VA
$28.0M
0.2%
499,285 −100 −0.0% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$27.1M
0.2%
452,537 −6,447 −1.4% Reduced
UPBD UPBOUND GROUP INC
$26.9M
0.2%
1,793,691 +921,702 +105.7% Added
OC OWENS CORNING
$26.7M
0.2%
567,195 −150,096 −20.9% Reduced
L-3 COMMUNICATIONS
$25.5M
0.2%
213,075 −148 −0.1% Reduced
BRC BRADY CORPORATION - CL A
$24.4M
0.2%
1,061,087 −366,930 −25.7% Reduced
CUBUSD CUBIC CORP
$23.7M
0.1%
501,384 +516 +0.1% Added
GENERAL CABLE CORP DEL NE
$23.1M
0.1%
1,723,104 +13,325 +0.8% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$22.3M
0.1%
370,923 +37,791 +11.3% Added
TCF FINANCIAL CORP
$21.4M
0.1%
1,512,268 −1,050 −0.1% Reduced
STANCORP FINANCIAL GROUP
$19.8M
0.1%
173,476 −3,125 −1.8% Reduced
WSFS WSFS FINANCIAL CORP
$19.1M
0.1%
590,483 −3,725 −0.6% Reduced
ARC DOCUMENT SOLUTIONS INC
$16.9M
0.1%
3,821,153 +3,101,743 +431.2% Added
KSS KOHLS CORP
$16.5M
0.1%
347,249 +374 +0.1% Added
ACE LTD
$16.2M
0.1%
139,011 −8,177 −5.6% Reduced
MATW MATTHEWS INTL CORP-CLASS A
$16.1M
0.1%
300,893 −174,081 −36.7% Reduced
HOSPITALITY PROPERTIES TRUST
$15.3M
0.1%
586,621 −1,075 −0.2% Reduced
PHH CORP
$14.9M
0.1%
922,863 +11,865 +1.3% Added
SCHN1EUR SCHNITZER STEEL INDS INC-A
$14.7M
0.1%
1,024,051 +9,500 +0.9% Added
PG PROCTER & GAMBLE CO
$14.7M
0.1%
185,224 +320 +0.2% Added
EXC EXELON CORP
$14.7M
0.1%
528,251 +194,583 +58.3% Added
INGRAM MICRO INC CL-A
$14.4M
0.1%
474,607 −84,118 −15.1% Reduced
EG EVEREST GROUP LTD
$14.3M
0.1%
78,041 +6,441 +9.0% Added
EPR EPR PROPERTIES
$14.0M
0.1%
239,975 Held
PCG P G & E CORP
$14.0M
0.1%
262,800 Held
ARW ARROW ELECTRONICS INC
$13.8M
0.1%
253,945 −7,944 −3.0% Reduced
HIG HARTFORD INSURANCE GROUP INC
$13.7M
0.1%
314,390 +590 +0.2% Added
JBL JABIL INC
$13.0M
0.1%
557,730 +557 +0.1% Added
TPC TUTOR PERINI CORP
$12.5M
0.1%
749,454 +9,525 +1.3% Added
ROWAN COMPANIES PLC - A
$12.4M
0.1%
730,525 Held
COP CONOCOPHILLIPS
$12.4M
0.1%
264,999 −938 −0.4% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$12.3M
0.1%
539,578 −38,972 −6.7% Reduced
PRI PRIMERICA INC
$10.8M
0.1%
227,759 −136,755 −37.5% Reduced
TRS TRIMAS CORP
$9.8M
0.1%
525,784 +4,899 +0.9% Added
MONSTER WORLDWIDE INC
$9.1M
0.1%
1,581,709 −380,234 −19.4% Reduced
AIZ ASSURANT INC
$8.2M
0.1%
101,422 −245,098 −70.7% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$7.8M
0.0%
805,935 Held
CDW CDW CORP/DE
$6.1M
0.0%
146,082 −173,703 −54.3% Reduced
BPOP POPULAR INC
$6.1M
0.0%
214,380 −32,100 −13.0% Reduced
KKR & CO LP
$4.5M
0.0%
288,472 +288,472 New
KEY ENERGY SERVICES INC
$2.6M
0.0%
5,495,425 +4,113,271 +297.6% Added
LABORATORY CORP OF AMERICA HOLDINGS
$2.2M
0.0%
17,560 −256,206 −93.6% Reduced
IBN ICICI BANK LTD-SPON ADR
$2.2M
0.0%
277,050 Held
INFY INFOSYS LTD-SP ADR
$1.9M
0.0%
114,700 Held
EEM ISHARES MSCI EMERGING MARKET
$1.5M
0.0%
45,925 +45,925 New
STEEL EXCEL INC
$935K
0.0%
63,567 Held
CVX CHEVRON CORP
$707K
0.0%
7,862 +7,862 New
SHG SHINHAN FINANCIAL GROUP-ADR
$572K
0.0%
17,025 Held
PBR PETROLEO BRASILEIRO-SPON ADR
$327K
0.0%
76,100 Held
0WE WEATHERFORD INTERNATIONAL PL
$112K
0.0%
13,296 +13,296 New

Sold positions

5 closed in Q4 2015 · shares & value as of prior filing
Holding Shares sold Prior value
HEWLETT-PACKARD CO
19,143,841 $490.3M
BDX BECTON DICKINSON AND CO
373,824 $49.6M
CON-WAY INC
835,417 $39.6M
SYMETRA FINANCIAL CORP
528,372 $16.7M
WCGEUR WELLCARE HEALTH PLANS INC
14,300 $1.2M

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.