whalepapers
Overview/ Pzena Investment Management LLC/ Q4 2017

Pzena Investment Management LLC

Richard Pzena · As of Q4 2017 · filed Feb 9, 2018

Q4 2017

Holdings

156 positions · Δ vs prior quarter
MYL MYLAN NV
$929.9M
4.6%
21,978,042 −743,342 −3.3% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$639.8M
3.1%
44,553,009 +6,992,169 +18.6% Added
C CITIGROUP INC
$622.4M
3.1%
8,363,979 +42,595 +0.5% Added
VOYA VOYA FINANCIAL INC
$613.0M
3.0%
12,390,640 −422,244 −3.3% Reduced
DOV DOVER CORP
$600.2M
2.9%
5,942,675 +328,864 +5.9% Added
BAC BANK OF AMERICA CORP
$578.5M
2.8%
19,595,313 −33,073 −0.2% Reduced
OMC OMNICOM GROUP
$557.4M
2.7%
7,653,555 +1,310,260 +20.7% Added
ORCL ORACLE CORP
$530.9M
2.6%
11,229,017 +1,291,977 +13.0% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$505.6M
2.5%
7,119,634 +194,583 +2.8% Added
WMT WALMART INC
$498.9M
2.4%
5,051,710 −149,857 −2.9% Reduced
COF CAPITAL ONE FINANCIAL CORP
$464.1M
2.3%
4,660,524 +71,616 +1.6% Added
MS MORGAN STANLEY
$456.7M
2.2%
8,703,173 −324,847 −3.6% Reduced
BEN FRANKLIN TEMPLETON INC
$450.2M
2.2%
10,390,099 +46,938 +0.5% Added
RDS/A SHELL PLC-SPON ADR-A
$447.8M
2.2%
6,712,510 −808,551 −10.8% Reduced
JPM JPMORGAN CHASE & CO
$415.3M
2.0%
3,883,833 −227,899 −5.5% Reduced
WFC WELLS FARGO & CO
$414.3M
2.0%
6,828,830 +1,310,975 +23.8% Added
AIG AMERICAN INTERNATIONAL GROUP
$414.1M
2.0%
6,950,107 +442,750 +6.8% Added
MCK MCKESSON CORP
$405.5M
2.0%
2,600,401 +141,870 +5.8% Added
NWSA NEWS CORP - CLASS A
$365.5M
1.8%
22,548,294 −832,983 −3.6% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$360.0M
1.8%
17,855,163 +8,890,439 +99.2% Added
GS GOLDMAN SACHS GROUP INC
$358.8M
1.8%
1,408,263 +4,771 +0.3% Added
AVT AVNET INC
$357.8M
1.8%
9,031,623 +877,612 +10.8% Added
EXMOC EXXON MOBIL CORP
$356.8M
1.8%
4,266,158 +101,974 +2.4% Added
F FORD MOTOR CO
$322.9M
1.6%
25,856,377 +446,561 +1.8% Added
MUR MURPHY OIL CORP
$301.3M
1.5%
9,703,852 +94,570 +1.0% Added
MET METLIFE INC
$292.7M
1.4%
5,789,379 +192,604 +3.4% Added
EXPRESS SCRIPTS HOLDING CO
$268.9M
1.3%
3,602,780 +92,980 +2.6% Added
STT STATE STREET CORP
$268.4M
1.3%
2,749,738 −33,028 −1.2% Reduced
BP BP PLC-SPONS ADR
$235.7M
1.2%
5,608,977 −584,944 −9.4% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$232.7M
1.1%
4,628,962 +52,813 +1.2% Added
CVE CENOVUS ENERGY INC
$211.0M
1.0%
23,107,613 −330,312 −1.4% Reduced
CIGNA CORP
$204.9M
1.0%
1,008,999 −341,412 −25.3% Reduced
RF REGIONS FINANCIAL CORP
$204.1M
1.0%
11,811,834 −5,944 −0.1% Reduced
UBS UBS GROUP AG-REG
$203.6M
1.0%
11,068,827 −4,768 −0.0% Reduced
HLT HILTON WORLDWIDE HOLDINGS IN
$203.2M
1.0%
2,544,692 −1,626,583 −39.0% Reduced
HAL HALLIBURTON CO
$197.7M
1.0%
4,045,333 −6,815 −0.2% Reduced
JELD JELD-WEN HOLDING INC
$187.2M
0.9%
4,755,987 +829,539 +21.1% Added
WTW WILLIS TOWERS WATSON PLC
$186.3M
0.9%
1,236,137 −26,902 −2.1% Reduced
XL GROUP LTD
$179.8M
0.9%
5,112,567 −23,064 −0.4% Reduced
PFE PFIZER INC
$158.0M
0.8%
4,361,143 +352,869 +8.8% Added
TEX TEREX CORP
$156.8M
0.8%
3,250,900 −1,271,348 −28.1% Reduced
PH PARKER HANNIFIN CORP
$148.8M
0.7%
745,343 −145,219 −16.3% Reduced
MICRO FOCUS INTL-SPN ADR
$147.6M
0.7%
4,394,396 +7,353 +0.2% Added
KEY KEYCORP
$139.3M
0.7%
6,906,772 +60,217 +0.9% Added
ALL ALLSTATE CORP
$134.1M
0.7%
1,280,343 −3,509 −0.3% Reduced
CAH CARDINAL HEALTH INC
$119.5M
0.6%
1,950,460 +143,938 +8.0% Added
LAMR LAMAR ADVERTISING CO-A
$117.4M
0.6%
1,581,874 −8,562 −0.5% Reduced
STXN SEAGATE TECHNOLOGY HOLDINGS
$116.8M
0.6%
2,791,030 −347,456 −11.1% Reduced
R RYDER SYSTEM INC
$116.2M
0.6%
1,380,890 +817,610 +145.2% Added
EIX EDISON INTERNATIONAL
$113.0M
0.6%
1,787,588 +5,121 +0.3% Added
CSCO CISCO SYSTEMS INC
$109.9M
0.5%
2,868,976 +351,930 +14.0% Added
ATUEUR ACTUANT CORP-A
$108.1M
0.5%
4,274,245 +356,721 +9.1% Added
SWK STANLEY BLACK & DECKER INC
$99.3M
0.5%
584,934 −283,372 −32.6% Reduced
HPQ HP INC
$96.3M
0.5%
4,581,722 −921,865 −16.8% Reduced
FITB FIFTH THIRD BANCORP
$96.0M
0.5%
3,165,147 Held
BIDU BAIDU INC - SPON ADR
$95.9M
0.5%
409,468 −9,346 −2.2% Reduced
MRK MERCK & CO. INC.
$92.3M
0.5%
1,640,524 +120,565 +7.9% Added
IVZ INVESCO LTD
$92.0M
0.5%
2,518,196 +7,033 +0.3% Added
MSFT MICROSOFT CORP
$91.5M
0.4%
1,069,794 −205,104 −16.1% Reduced
G GENPACT LTD
$90.2M
0.4%
2,843,211 +204,077 +7.7% Added
AGREUR AVANGRID INC
$87.1M
0.4%
1,721,190 Held
WED WEBSTER FINANCIAL CORP
$83.9M
0.4%
1,493,462 −49,876 −3.2% Reduced
FLEX FLEX LTD
$83.6M
0.4%
4,648,765 +220,770 +5.0% Added
ACM AECOM
$82.7M
0.4%
2,226,022 −1,751 −0.1% Reduced
THG HANOVER INSURANCE GROUP INC/
$81.4M
0.4%
752,763 +6,337 +0.8% Added
COP CONOCOPHILLIPS
$80.4M
0.4%
1,465,160 +22,260 +1.5% Added
CAR AVIS BUDGET GROUP INC
$72.9M
0.4%
1,660,313 +669,678 +67.6% Added
DOORUSD MASONITE INTERNATIONAL CORP
$70.6M
0.3%
952,166 +93,484 +10.9% Added
KBR KBR INC
$70.0M
0.3%
3,528,822 −459,773 −11.5% Reduced
TEL1USD TE CONNECTIVITY LTD
$69.3M
0.3%
729,627 Held
KEL KELLANOVA
$66.2M
0.3%
973,315 +2,309 +0.2% Added
VIV1USD TELEFONICA BRASIL-ADR PREF
$65.8M
0.3%
4,439,830 +602,178 +15.7% Added
ASPEN INSURANCE HOLDINGS LTD
$65.6M
0.3%
1,616,063 −71,488 −4.2% Reduced
AXE3EUR ANIXTER INTERNATIONAL INC
$65.4M
0.3%
860,348 +376,316 +77.7% Added
PCG P G & E CORP
$64.7M
0.3%
1,442,561 +1,129,551 +360.9% Added
FTI TECHNIPFMC PLC
$63.4M
0.3%
2,026,224 +754,383 +59.3% Added
TRS TRIMAS CORP
$63.0M
0.3%
2,356,457 −113,218 −4.6% Reduced
CMA COMERICA INC
$62.2M
0.3%
716,953 −28,587 −3.8% Reduced
VALIDUS HOLDINGS LTD
$60.5M
0.3%
1,290,251 +601,187 +87.2% Added
CHART INDUSTRIES INC
$60.1M
0.3%
1,283,149 −70,218 −5.2% Reduced
ASB ASSOCIATED BANC-CORP
$59.6M
0.3%
2,347,623 −85,967 −3.5% Reduced
ROCK GIBRALTAR INDUSTRIES INC
$58.2M
0.3%
1,764,060 −88,778 −4.8% Reduced
HOPE HOPE BANCORP INC
$55.2M
0.3%
3,026,113 +596,701 +24.6% Added
AELUSD AMERICAN EQUITY INVT LIFE HL
$53.7M
0.3%
1,746,560 −102,045 −5.5% Reduced
VERIFONE SYSTEMS INC
$52.1M
0.3%
2,942,690 +473,224 +19.2% Added
MD PEDIATRIX MEDICAL GROUP INC
$51.4M
0.3%
962,030 +962,030 New
CVS CVS HEALTH CORP
$50.8M
0.2%
701,082 +1,210 +0.2% Added
SCSC SCANSOURCE INC
$47.8M
0.2%
1,335,617 +17,689 +1.3% Added
QCOM QUALCOMM INC
$47.6M
0.2%
744,080 +304 +0.0% Added
ESSENDANT INC
$46.9M
0.2%
5,061,547 +736,509 +17.0% Added
CUBUSD CUBIC CORP
$44.8M
0.2%
760,371 −185,675 −19.6% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$43.8M
0.2%
913,804 −254,891 −21.8% Reduced
GTS TRIPLE-S MANAGEMENT CORP
$42.3M
0.2%
1,701,200 −242,018 −12.5% Reduced
DBDEUR DIEBOLD NIXDORF INC
$39.9M
0.2%
2,440,289 +591,091 +32.0% Added
SUPERIOR ENERGY SERVICES INC
$39.9M
0.2%
4,142,393 −90,520 −2.1% Reduced
NSIT INSIGHT ENTERPRISES INC
$37.3M
0.2%
973,385 +115,884 +13.5% Added
PLY GEM HOLDINGS INC
$35.5M
0.2%
1,918,393 −34,037 −1.7% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$35.2M
0.2%
570,252 −24,461 −4.1% Reduced
UVV UNIVERSAL CORP/VA
$34.4M
0.2%
655,409 +222,161 +51.3% Added
L3 TECHNOLOGIES, INC.
$33.2M
0.2%
168,036 Held
T AT&T INC
$32.1M
0.2%
824,665 Held
CFG CITIZENS FINANCIAL GROUP
$30.9M
0.2%
736,038 −824,404 −52.8% Reduced
ACH ACCENDRA HEALTH INC
$30.2M
0.1%
1,601,913 −15,655 −1.0% Reduced
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$30.1M
0.1%
1,255,466 −70,398 −5.3% Reduced
ETR ENTERGY CORP
$30.1M
0.1%
369,635 −628 −0.2% Reduced
TMK TORCHMARK CORP
$29.9M
0.1%
330,135 +278 +0.1% Added
TCF FINANCIAL CORP
$29.5M
0.1%
1,440,506 −103,453 −6.7% Reduced
LMEUR LEGG MASON INC
$26.9M
0.1%
639,775 Held
ARW ARROW ELECTRONICS INC
$24.5M
0.1%
305,140 +470 +0.2% Added
BHF BRIGHTHOUSE FINANCIAL INC
$24.3M
0.1%
413,648 −84,637 −17.0% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$23.8M
0.1%
600,277 +64,319 +12.0% Added
EG EVEREST GROUP LTD
$20.1M
0.1%
91,068 −31 −0.0% Reduced
KSS KOHLS CORP
$18.8M
0.1%
346,192 −881 −0.3% Reduced
JBL JABIL INC
$18.7M
0.1%
712,955 Held
BKR BAKER HUGHES CO
$18.2M
0.1%
575,126 −5,325 −0.9% Reduced
HIG HARTFORD INSURANCE GROUP INC
$17.8M
0.1%
316,546 +2,156 +0.7% Added
HOSPITALITY PROPERTIES TRUST
$17.5M
0.1%
587,765 +1,037 +0.2% Added
ROWAN COMPANIES PLC - A
$15.6M
0.1%
996,725 Held
DXC DXC TECHNOLOGY CO
$13.5M
0.1%
142,652 +15 +0.0% Added
GENERAL CABLE CORP DEL NE
$13.1M
0.1%
440,960 −1,310,855 −74.8% Reduced
KKR & CO LP
$12.2M
0.1%
577,720 +9,278 +1.6% Added
GNW GENWORTH FINANCIAL INC
$11.8M
0.1%
3,808,323 −158,377 −4.0% Reduced
WAIREUR WESCO AIRCRAFT HOLDINGS INC
$11.8M
0.1%
1,588,064 +28,691 +1.8% Added
DRH DIAMONDROCK HOSPITALITY CO
$11.7M
0.1%
1,038,016 −61,701 −5.6% Reduced
APOLLO GLOBAL MANAGEMENT-A
$9.8M
0.0%
292,861 +2,772 +1.0% Added
PKX POSCO HOLDINGS INC -SPON ADR
$9.2M
0.0%
117,930 +24,435 +26.1% Added
GJB STEELCASE INC-CL A
$7.5M
0.0%
491,144 +491,144 New
WSFS WSFS FINANCIAL CORP
$7.1M
0.0%
149,043 −12,330 −7.6% Reduced
ARC DOCUMENT SOLUTIONS INC
$5.2M
0.0%
2,031,488 −1,342,268 −39.8% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$4.3M
0.0%
93,568 +15,724 +20.2% Added
NWS NEWS CORP - CLASS B
$3.2M
0.0%
194,536 −352,549 −64.4% Reduced
ON ON SEMICONDUCTOR
$2.4M
0.0%
114,610 −5,672,307 −98.0% Reduced
VRTUUSD VIRTUSA CORP
$2.2M
0.0%
50,636 −206,333 −80.3% Reduced
CHLUSD CHINA MOBILE LTD-SPON ADR
$1.0M
0.0%
20,500 +20,500 New
GM GENERAL MOTORS CO
$949K
0.0%
23,148 +23,148 New
LUKOY LUKOIL PJSC-SPON ADR
$943K
0.0%
16,350 Held
SRI STONERIDGE INC
$835K
0.0%
36,516 −825,388 −95.8% Reduced
IWN ISHARES RUSSELL 2000 VALUE E
$728K
0.0%
5,788 +5,788 New
INGR INGREDION INC
$489K
0.0%
3,495 +462 +15.2% Added
SO SOUTHERN CO
$467K
0.0%
9,701 +1,901 +24.4% Added
CB CHUBB LTD
$462K
0.0%
3,161 +610 +23.9% Added
BRO BROWN & BROWN INC
$456K
0.0%
8,859 +1,564 +21.4% Added
DOX AMDOCS LTD
$443K
0.0%
6,773 +1,036 +18.1% Added
VST VISTRA CORP
$416K
0.0%
22,686 +3,058 +15.6% Added
ORI OLD REPUBLIC INTL CORP
$383K
0.0%
17,909 +17,909 New
YUSD ALLEGHANY CORP
$330K
0.0%
554 +135 +32.2% Added
PRICELINE GROUP INC.
$327K
0.0%
188 +188 New
INTC INTEL CORP
$324K
0.0%
7,019 +867 +14.1% Added
ZBH ZIMMER BIOMET HOLDINGS INC
$319K
0.0%
2,641 +618 +30.5% Added
COR CENCORA INC
$301K
0.0%
3,278 +845 +34.7% Added
BIIB BIOGEN INC
$297K
0.0%
931 +931 New
AMGN AMGEN INC
$294K
0.0%
1,688 +433 +34.5% Added
OHI OMEGA HEALTHCARE INVESTORS
$292K
0.0%
10,590 +3,601 +51.5% Added
PM8 PREMIER INC-CLASS A
$269K
0.0%
9,219 −1,289 −12.3% Reduced
CELG CELGENE CORP
$247K
0.0%
2,371 +2,371 New
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$140K
0.0%
11,795 Held

Sold positions

4 closed in Q4 2017 · shares & value as of prior filing
Holding Shares sold Prior value
PGR PROGRESSIVE CORP
495,450 $24.0M
GLW CORNING INC
713,246 $21.3M
DIOD DIODES INC
45,273 $1.4M
GILD GILEAD SCIENCES INC
2,869 $232K

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.