whalepapers
Overview/ Pzena Investment Management LLC/ Q4 2018

Pzena Investment Management LLC

Richard Pzena · As of Q4 2018 · filed Feb 8, 2019

Q4 2018

Holdings

183 positions · Δ vs prior quarter
MYL MYLAN NV
$574.2M
3.4%
20,956,666 −701,211 −3.2% Reduced
OMC OMNICOM GROUP
$504.1M
2.9%
6,882,701 −447,087 −6.1% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$482.9M
2.8%
7,607,129 +849,544 +12.6% Added
GENERAL ELECTRIC CO
$479.7M
2.8%
63,363,498 +30,017,912 +90.0% Added
EIX EDISON INTERNATIONAL
$478.4M
2.8%
8,427,608 −522,182 −5.8% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$475.7M
2.8%
12,069,892 +3,181,354 +35.8% Added
ORCL ORACLE CORP
$463.7M
2.7%
10,270,380 −1,093,446 −9.6% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$454.1M
2.7%
34,375,584 −18,574 −0.1% Reduced
COF CAPITAL ONE FINANCIAL CORP
$437.0M
2.6%
5,780,667 +325,725 +6.0% Added
C CITIGROUP INC
$426.1M
2.5%
8,184,838 +514,132 +6.7% Added
VOYA VOYA FINANCIAL INC
$398.9M
2.3%
9,936,956 −138,171 −1.4% Reduced
BAC BANK OF AMERICA CORP
$392.6M
2.3%
15,933,897 −231,653 −1.4% Reduced
MS MORGAN STANLEY
$367.3M
2.1%
9,262,583 +1,163,498 +14.4% Added
WFC WELLS FARGO & CO
$359.2M
2.1%
7,795,943 −234,090 −2.9% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$352.0M
2.1%
6,816,149 −35,396 −0.5% Reduced
MET METLIFE INC
$346.6M
2.0%
8,440,273 −29,865 −0.4% Reduced
NWL NEWELL BRANDS INC
$340.3M
2.0%
18,304,339 +1,577,306 +9.4% Added
LEA LEAR CORP
$339.9M
2.0%
2,766,250 +2,766,250 New
MCK MCKESSON CORP
$339.9M
2.0%
3,076,415 −83,780 −2.7% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$332.1M
1.9%
16,099,022 −597,052 −3.6% Reduced
F FORD MOTOR CO
$328.8M
1.9%
42,974,503 +2,169,719 +5.3% Added
NOVEUR NATIONAL OILWELL VARCO INC
$325.1M
1.9%
12,651,572 +3,475,751 +37.9% Added
EXMOC EXXON MOBIL CORP
$316.1M
1.8%
4,635,047 −22,806 −0.5% Reduced
RDS/A SHELL PLC-SPON ADR-A
$308.5M
1.8%
5,293,593 −508,994 −8.8% Reduced
JPM JPMORGAN CHASE & CO
$303.5M
1.8%
3,108,876 −275,326 −8.1% Reduced
AVT AVNET INC
$284.2M
1.7%
7,872,809 −243,498 −3.0% Reduced
MRK MERCK & CO. INC.
$281.3M
1.6%
3,680,967 −1,136,793 −23.6% Reduced
BEN FRANKLIN TEMPLETON INC
$278.7M
1.6%
9,396,639 +434,347 +4.8% Added
NWSA NEWS CORP - CLASS A
$258.1M
1.5%
22,738,762 +196,850 +0.9% Added
DOV DOVER CORP
$244.4M
1.4%
3,445,201 −1,828,150 −34.7% Reduced
AXA EQUITABLE HOLDINGS INC
$237.7M
1.4%
14,292,398 +188,477 +1.3% Added
AMGN AMGEN INC
$235.1M
1.4%
1,207,468 −364,082 −23.2% Reduced
GS GOLDMAN SACHS GROUP INC
$203.8M
1.2%
1,220,091 −7,393 −0.6% Reduced
KKR KKR & CO INC
$182.6M
1.1%
9,301,272 −80,931 −0.9% Reduced
HAL HALLIBURTON CO
$169.0M
1.0%
6,359,917 +2,152,537 +51.2% Added
PFE PFIZER INC
$161.3M
0.9%
3,696,037 −742,393 −16.7% Reduced
CVE CENOVUS ENERGY INC
$148.3M
0.9%
21,091,835 +1,292,856 +6.5% Added
SWK STANLEY BLACK & DECKER INC
$148.0M
0.9%
1,235,984 +852,812 +222.6% Added
WTW WILLIS TOWERS WATSON PLC
$145.4M
0.9%
957,754 −404,642 −29.7% Reduced
WMT WALMART INC
$144.5M
0.8%
1,550,945 −1,143,307 −42.4% Reduced
CI THE CIGNA GROUP
$139.3M
0.8%
733,368 +733,368 New
CAH CARDINAL HEALTH INC
$136.8M
0.8%
3,066,903 +470,941 +18.1% Added
BP BP PLC-SPONS ADR
$132.0M
0.8%
3,482,311 −1,729,404 −33.2% Reduced
R RYDER SYSTEM INC
$128.6M
0.8%
2,671,612 +463,706 +21.0% Added
JELD JELD-WEN HOLDING INC
$118.6M
0.7%
8,345,441 +1,477,003 +21.5% Added
MD PEDIATRIX MEDICAL GROUP INC
$110.4M
0.6%
3,345,635 +91,513 +2.8% Added
AGREUR AVANGRID INC
$107.3M
0.6%
2,141,782 +372,696 +21.1% Added
AXE3EUR ANIXTER INTERNATIONAL INC
$104.3M
0.6%
1,920,452 −40,354 −2.1% Reduced
KEY KEYCORP
$104.2M
0.6%
7,052,258 +260 +0.0% Added
FITB FIFTH THIRD BANCORP
$98.6M
0.6%
4,189,570 +127 +0.0% Added
UBS UBS GROUP AG-REG
$96.9M
0.6%
7,829,613 −92,837 −1.2% Reduced
ATUEUR ACTUANT CORP-A
$91.2M
0.5%
4,343,491 +8,803 +0.2% Added
TEX TEREX CORP
$89.7M
0.5%
3,252,182 +234 +0.0% Added
ACM AECOM
$85.9M
0.5%
3,240,077 +815,398 +33.6% Added
KBR KBR INC
$71.8M
0.4%
4,728,579 +971,969 +25.9% Added
JNPR* JUNIPER NETWORKS INC
$70.2M
0.4%
2,608,491 +2,608,491 New
VIV1USD TELEFONICA BRASIL-ADR PREF
$69.3M
0.4%
5,811,558 −136,151 −2.3% Reduced
FLEX FLEX LTD
$68.2M
0.4%
8,968,354 +2,593,410 +40.7% Added
BIDU BAIDU INC - SPON ADR
$68.1M
0.4%
429,238 +38,419 +9.8% Added
CAR AVIS BUDGET GROUP INC
$66.7M
0.4%
2,967,757 +389,731 +15.1% Added
RF REGIONS FINANCIAL CORP
$65.6M
0.4%
4,903,227 +72,693 +1.5% Added
CSL CARLISLE COS INC
$62.2M
0.4%
618,384 +34,083 +5.8% Added
GIL GILDAN ACTIVEWEAR INC
$60.3M
0.4%
1,985,927 +1,985,927 New
WED WEBSTER FINANCIAL CORP
$56.7M
0.3%
1,150,598 −14,364 −1.2% Reduced
KEL KELLANOVA
$56.7M
0.3%
993,820 +53 +0.0% Added
THG HANOVER INSURANCE GROUP INC/
$55.8M
0.3%
478,184 −88,020 −15.5% Reduced
TRS TRIMAS CORP
$51.7M
0.3%
1,893,978 −393,088 −17.2% Reduced
PH PARKER HANNIFIN CORP
$49.2M
0.3%
330,046 −697 −0.2% Reduced
ASPEN INSURANCE HOLDINGS LTD
$48.0M
0.3%
1,144,206 −565,883 −33.1% Reduced
G GENPACT LTD
$47.8M
0.3%
1,770,497 −1,046,466 −37.1% Reduced
ALL ALLSTATE CORP
$47.2M
0.3%
571,110 −58,281 −9.3% Reduced
CVS CVS HEALTH CORP
$47.1M
0.3%
718,382 −698 −0.1% Reduced
REALOGY HOLDINGS CORP
$45.8M
0.3%
3,119,081 +2,109 +0.1% Added
DOORUSD MASONITE INTERNATIONAL CORP
$45.8M
0.3%
1,020,908 −378 −0.0% Reduced
JBL JABIL INC
$45.8M
0.3%
1,845,653 +1,132,895 +158.9% Added
MUR MURPHY OIL CORP
$45.6M
0.3%
1,951,219 −4,249,088 −68.5% Reduced
IVZ INVESCO LTD
$44.0M
0.3%
2,630,542 −1,061,479 −28.8% Reduced
ROCK GIBRALTAR INDUSTRIES INC
$43.8M
0.3%
1,231,364 +136,035 +12.4% Added
ASB ASSOCIATED BANC-CORP
$43.4M
0.3%
2,194,823 −8,947 −0.4% Reduced
CSCO CISCO SYSTEMS INC
$41.9M
0.2%
967,707 −1,784,378 −64.8% Reduced
SCSC SCANSOURCE INC
$41.6M
0.2%
1,210,164 −6,222 −0.5% Reduced
ESSENDANT INC
$41.3M
0.2%
3,279,687 −1,213,328 −27.0% Reduced
FTI TECHNIPFMC PLC
$40.4M
0.2%
2,062,475 +21,605 +1.1% Added
SNA SNAP-ON INC
$39.5M
0.2%
272,123 −22,452 −7.6% Reduced
HOPE HOPE BANCORP INC
$35.5M
0.2%
2,996,436 +1,663 +0.1% Added
AELUSD AMERICAN EQUITY INVT LIFE HL
$34.1M
0.2%
1,221,599 +1,005 +0.1% Added
NSIT INSIGHT ENTERPRISES INC
$33.2M
0.2%
815,740 −53,527 −6.2% Reduced
ETR ENTERGY CORP
$32.8M
0.2%
380,920 Held
AGIIGBP ARGO GROUP INTERNATIONAL
$32.7M
0.2%
486,134 −99,167 −16.9% Reduced
MSFT MICROSOFT CORP
$32.5M
0.2%
319,758 −5,480 −1.7% Reduced
VREX VAREX IMAGING CORP
$32.2M
0.2%
1,360,912 +1,360,912 New
IBN ICICI BANK LTD-SPON ADR
$30.4M
0.2%
2,958,054 +38,930 +1.3% Added
SYU1 SYNOVUS FINANCIAL CORP
$30.4M
0.2%
950,709 +347,940 +57.7% Added
L3 TECHNOLOGIES, INC.
$29.7M
0.2%
170,955 +46 +0.0% Added
QCOM QUALCOMM INC
$29.4M
0.2%
516,860 −194,882 −27.4% Reduced
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$29.1M
0.2%
1,467,325 +235,149 +19.1% Added
NCI1EUR NAVIGANT CONSULTING INC
$27.4M
0.2%
1,139,846 −555,215 −32.8% Reduced
TCF FINANCIAL CORP
$26.3M
0.2%
1,349,035 −31,834 −2.3% Reduced
WSFS WSFS FINANCIAL CORP
$26.0M
0.2%
686,283 +565,969 +470.4% Added
GJB STEELCASE INC-CL A
$26.0M
0.2%
1,750,086 −1,178,856 −40.2% Reduced
CLSEUR CELESTICA INC
$24.5M
0.1%
2,788,192 −1,467,100 −34.5% Reduced
T AT&T INC
$24.2M
0.1%
847,952 Held
UVV UNIVERSAL CORP/VA
$23.8M
0.1%
439,471 −308,491 −41.2% Reduced
GTS TRIPLE-S MANAGEMENT CORP
$23.6M
0.1%
1,357,866 +7,853 +0.6% Added
1RG REV GROUP INC
$22.9M
0.1%
3,051,834 +2,386,953 +359.0% Added
TSM TAIWAN SEMICONDUCTOR-SP ADR
$22.0M
0.1%
597,355 +168,209 +39.2% Added
ARW ARROW ELECTRONICS INC
$21.0M
0.1%
304,547 Held
TMK TORCHMARK CORP
$20.8M
0.1%
279,538 Held
EG EVEREST GROUP LTD
$19.8M
0.1%
91,025 Held
HIG HARTFORD INSURANCE GROUP INC
$18.9M
0.1%
424,371 Held
LMEUR LEGG MASON INC
$16.3M
0.1%
639,775 Held
CJ1EUR C&J ENERGY SERVICES INC
$15.8M
0.1%
1,172,335 +1,172,335 New
HOSPITALITY PROPERTIES TRUST
$14.1M
0.1%
590,723 Held
WOO FOOT LOCKER INC
$12.4M
0.1%
233,050 −97,612 −29.5% Reduced
WAIREUR WESCO AIRCRAFT HOLDINGS INC
$11.3M
0.1%
1,430,394 −26,394 −1.8% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$10.8M
0.1%
1,184,581 +1,448 +0.1% Added
BKR BAKER HUGHES CO
$9.4M
0.1%
438,440 Held
PKX POSCO HOLDINGS INC -SPON ADR
$8.6M
0.1%
156,758 +4,861 +3.2% Added
ROWAN COMPANIES PLC - A
$8.4M
0.0%
996,725 Held
CMA COMERICA INC
$8.3M
0.0%
121,153 +98 +0.1% Added
SUPERIOR ENERGY SERVICES INC
$7.5M
0.0%
2,233,208 −23,872 −1.1% Reduced
APOLLO GLOBAL MANAGEMENT-A
$7.4M
0.0%
302,057 Held
COP CONOCOPHILLIPS
$7.1M
0.0%
114,431 −299,929 −72.4% Reduced
MPAA MOTORCAR PARTS OF AMERICA IN
$6.5M
0.0%
391,330 +391,330 New
SHG SHINHAN FINANCIAL GROUP-ADR
$5.3M
0.0%
148,014 +2,290 +1.6% Added
CHLUSD CHINA MOBILE LTD-SPON ADR
$4.6M
0.0%
94,962 +1,662 +1.8% Added
ARC DOCUMENT SOLUTIONS INC
$4.1M
0.0%
1,987,348 −38,977 −1.9% Reduced
LUKOY LUKOIL PJSC-SPON ADR
$3.9M
0.0%
54,036 +1,117 +2.1% Added
LNVGY LENOVO GROUP LTD-ADR
$3.8M
0.0%
285,744 −59,256 −17.2% Reduced
HPQ HP INC
$3.5M
0.0%
173,101 −1,718,839 −90.9% Reduced
30294GBX HYUNDAI MOTOR-GDR
$3.4M
0.0%
64,300 Held
CRPJY CHINA RESOURCES-UNSPON ADR
$3.4M
0.0%
120,778 +3,178 +2.7% Added
WLMIY WILMAR INTERNATIONAL-UNS ADR
$3.2M
0.0%
138,338 +5,538 +4.2% Added
SSNHZ SAMSUNG ELECTR-GDR REG S
$3.0M
0.0%
3,474 +74 +2.2% Added
CEZ AS - ADR
$2.8M
0.0%
211,609 +4,209 +2.0% Added
HNHAY HON HAI PRECISIO-SP GDR 144A
$2.8M
0.0%
607,573 +607,573 New
EVTC EVERTEC INC
$2.4M
0.0%
82,520 −663,473 −88.9% Reduced
CHINA AGRI-INDUSTRIES-UN ADR
$2.3M
0.0%
327,200 Held
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$2.1M
0.0%
553,400 Held
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$2.1M
0.0%
46,264 +1,464 +3.3% Added
SBKFF STATE BANK OF INDI-GDR REG S
$2.1M
0.0%
48,598 +598 +1.2% Added
SSL SASOL LTD-SPONSORED ADR
$2.1M
0.0%
70,186 +2,186 +3.2% Added
NWS NEWS CORP - CLASS B
$1.9M
0.0%
163,648 −3,787 −2.3% Reduced
KB KB FINANCIAL GROUP INC-ADR
$1.7M
0.0%
39,441 +941 +2.4% Added
RNRTY REUNERT LTD-UNSPONSORED ADR
$1.6M
0.0%
159,600 Held
SIAM COMMERCIAL BANK - UNSP ADR
$1.4M
0.0%
88,310 +2,674 +3.1% Added
GBXXY GRAND BAOXIN AUTO - UNSP ADR
$1.4M
0.0%
489,200 Held
CDGXY CHINA DONGXIANG GRP-UNSP ADR
$1.2M
0.0%
159,562 +95,462 +148.9% Added
GM GENERAL MOTORS CO
$1.2M
0.0%
34,720 −704,458 −95.3% Reduced
CICHY CHINA CONSTRUCT-UNSPON ADR
$1.1M
0.0%
69,588 +3,088 +4.6% Added
CSUAY CHINA SHENHUA-UNSPON ADR
$1.1M
0.0%
126,700 Held
PBR/A PETROLEO BRASIL-SP PREF ADR
$799K
0.0%
68,900 Held
HCP INC
$645K
0.0%
23,085 −3,485 −13.1% Reduced
VZ VERIZON COMMUNICATIONS INC
$641K
0.0%
11,405 +11,405 New
BIIB BIOGEN INC
$634K
0.0%
2,106 +242 +13.0% Added
DOX AMDOCS LTD
$615K
0.0%
10,496 +1,939 +22.7% Added
LAMR LAMAR ADVERTISING CO-A
$598K
0.0%
8,650 Held
BKNG BOOKING HOLDINGS INC
$584K
0.0%
339 Held
OHI OMEGA HEALTHCARE INVESTORS
$562K
0.0%
16,001 −470 −2.9% Reduced
SSNC SS&C TECHNOLOGIES HOLDINGS
$546K
0.0%
12,108 Held
LGEIY LG ELECTRONICS INC-GDR 144A
$463K
0.0%
16,600 Held
CHRW C.H. ROBINSON WORLDWIDE INC
$430K
0.0%
5,119 +5,119 New
BHF BRIGHTHOUSE FINANCIAL INC
$413K
0.0%
13,544 +13,544 New
SLB SLB LTD
$382K
0.0%
10,578 +10,578 New
NORDIC AMERICAN OFFSHORE LTD
$378K
0.0%
898,879 −1,128,185 −55.7% Reduced
JLL JONES LANG LASALLE INC
$322K
0.0%
2,547 Held
META META PLATFORMS INC-CLASS A
$317K
0.0%
2,421 +2,421 New
CRI CARTER'S INC
$316K
0.0%
3,872 Held
CELG CELGENE CORP
$290K
0.0%
4,518 Held
COR CENCORA INC
$282K
0.0%
3,795 +3,795 New
LDOS LEIDOS HOLDINGS INC
$262K
0.0%
4,970 +4,970 New
QRVO QORVO INC
$235K
0.0%
3,865 Held
PK PARK HOTELS & RESORTS INC
$225K
0.0%
8,664 Held
HFCUSD HOLLYFRONTIER CORP
$220K
0.0%
4,307 Held
UAL UNITED AIRLINES HOLDINGS INC
$210K
0.0%
2,507 +2,507 New
SERVUSD SERVICEMASTER GLOBAL HOLDING
$208K
0.0%
5,651 +5,651 New
CBRE CBRE GROUP INC - A
$205K
0.0%
5,123 Held
AVGO BROADCOM INC
$201K
0.0%
792 +792 New
HRB H&R BLOCK INC
$200K
0.0%
7,871 +7,871 New
MU MICRON TECHNOLOGY INC
$200K
0.0%
6,289 +6,289 New
CB CHUBB LTD
$183K
0.0%
1,413 +1,413 New
KLAC KLA CORP
$147K
0.0%
1,641 +1,641 New
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$111K
0.0%
11,354 Held

Sold positions

22 closed in Q4 2018 · shares & value as of prior filing
Holding Shares sold Prior value
EXPRESS SCRIPTS HOLDING CO
3,054,162 $290.2M
CIGNA CORP
365,475 $76.1M
CUBUSD CUBIC CORP
169,939 $12.4M
STT STATE STREET CORP
61,957 $5.2M
HON HAI PRECISION INDUSTRY 144A ADR
759,467 $3.9M
HPIFY HUADIAN POWER INTL-UNSP ADR
156,000 $1.8M
BKKLY BANGKOK BANK PCL-UNSPON ADR
51,748 $1.7M
AKBTY AKBANK T.A.S.-ADR
727,200 $1.6M
PBDBY BANK DANAMON INDON-UNSP ADR
139,100 $1.3M
OTPIY OTP BANK NYRT-144A GDR
68,700 $1.3M
BRSEUR BRISTOW GROUP INC
99,108 $1.2M
CFG CITIZENS FINANCIAL GROUP
25,992 $1.0M
CRL CHARLES RIVER LABORATORIES
5,615 $755K
ZBH ZIMMER BIOMET HOLDINGS INC
4,567 $600K
INGR INGREDION INC
5,615 $589K
PCG P G & E CORP
12,507 $575K
SO SOUTHERN CO
10,846 $473K
AZO AUTOZONE INC
479 $372K
NEU NEWMARKET CORP
794 $322K
WELL WELLTOWER INC
4,485 $288K
PBR PETROLEO BRASILEIRO-SPON ADR
16,000 $193K
SPIRIT REALTY CAPITAL INC
12,328 $99K

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.