whalepapers
Overview/ Pzena Investment Management LLC/ Q4 2019

Pzena Investment Management LLC

Richard Pzena · As of Q4 2019 · filed Feb 7, 2020

Q4 2019

Holdings

174 positions · Δ vs prior quarter
HAL HALLIBURTON CO
$772.4M
3.6%
31,566,930 +4,870,119 +18.2% Added
NOVEUR NATIONAL OILWELL VARCO INC
$743.9M
3.5%
29,696,759 +2,210,777 +8.0% Added
GENERAL ELECTRIC CO
$717.6M
3.4%
64,303,114 +931,232 +1.5% Added
LEA LEAR CORP
$624.7M
2.9%
4,553,308 +361,827 +8.6% Added
C CITIGROUP INC
$605.6M
2.8%
7,580,561 −42,763 −0.6% Reduced
COF CAPITAL ONE FINANCIAL CORP
$571.3M
2.7%
5,551,737 +39,265 +0.7% Added
AIG AMERICAN INTERNATIONAL GROUP
$550.1M
2.6%
10,716,487 +245,066 +2.3% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$549.8M
2.6%
8,864,214 +328,217 +3.8% Added
HPE HEWLETT PACKARD ENTERPRISE
$540.4M
2.5%
34,075,382 +834,063 +2.5% Added
WFC WELLS FARGO & CO
$533.6M
2.5%
9,917,574 +158,189 +1.6% Added
PVH PVH CORP
$523.4M
2.4%
4,977,739 −170,826 −3.3% Reduced
MCK MCKESSON CORP
$520.2M
2.4%
3,760,595 +114,261 +3.1% Added
WAB WABTEC CORP
$508.5M
2.4%
6,535,590 +2,080,601 +46.7% Added
AXA EQUITABLE HOLDINGS INC
$490.1M
2.3%
19,778,140 +969,722 +5.2% Added
NWL NEWELL BRANDS INC
$486.6M
2.3%
25,315,254 +144,423 +0.6% Added
BAC BANK OF AMERICA CORP
$466.4M
2.2%
13,242,708 −1,170,337 −8.1% Reduced
EIX EDISON INTERNATIONAL
$454.8M
2.1%
6,031,294 +342,174 +6.0% Added
MS MORGAN STANLEY
$444.5M
2.1%
8,695,264 +80,038 +0.9% Added
MYL MYLAN NV
$417.7M
2.0%
20,781,717 +1,373,299 +7.1% Added
IPG INTERPUBLIC GROUP OF COS INC
$405.8M
1.9%
17,566,489 +1,030,751 +6.2% Added
AVT AVNET INC
$381.8M
1.8%
8,996,453 +1,909,859 +27.0% Added
SWK STANLEY BLACK & DECKER INC
$376.0M
1.8%
2,268,580 +17,925 +0.8% Added
VOYA VOYA FINANCIAL INC
$347.0M
1.6%
5,691,129 +102,159 +1.8% Added
AXS AXIS CAPITAL HOLDINGS LTD
$320.0M
1.5%
5,383,049 +978,726 +22.2% Added
AMGN AMGEN INC
$315.6M
1.5%
1,309,307 +100,033 +8.3% Added
MET METLIFE INC
$311.9M
1.5%
6,119,809 −66,134 −1.1% Reduced
F FORD MOTOR CO
$293.4M
1.4%
31,548,241 −161,717 −0.5% Reduced
JPM JPMORGAN CHASE & CO
$279.5M
1.3%
2,004,984 −311,988 −13.5% Reduced
MHK MOHAWK INDUSTRIES INC
$277.5M
1.3%
2,034,926 +131,899 +6.9% Added
BKR BAKER HUGHES CO
$258.2M
1.2%
10,073,242 +719,557 +7.7% Added
ORCL ORACLE CORP
$254.5M
1.2%
4,803,641 −946,663 −16.5% Reduced
GIL GILDAN ACTIVEWEAR INC
$250.7M
1.2%
8,489,008 +4,841,393 +132.7% Added
GS GOLDMAN SACHS GROUP INC
$250.6M
1.2%
1,090,012 −14,283 −1.3% Reduced
KKR KKR & CO INC
$242.6M
1.1%
8,315,733 −225,433 −2.6% Reduced
FTI TECHNIPFMC PLC
$240.6M
1.1%
11,223,056 +3,445,844 +44.3% Added
CVE CENOVUS ENERGY INC
$222.3M
1.0%
21,901,545 +2,813,542 +14.7% Added
CAH CARDINAL HEALTH INC
$202.3M
0.9%
4,000,397 +332,713 +9.1% Added
OMC OMNICOM GROUP
$194.4M
0.9%
2,399,456 −208,269 −8.0% Reduced
JELD JELD-WEN HOLDING INC
$186.7M
0.9%
7,976,393 +294,501 +3.8% Added
RDS/A SHELL PLC-SPON ADR-A
$182.5M
0.9%
3,094,075 −8,126 −0.3% Reduced
R RYDER SYSTEM INC
$177.3M
0.8%
3,265,330 +608,085 +22.9% Added
EXMOC EXXON MOBIL CORP
$173.1M
0.8%
2,481,145 −11,965 −0.5% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$162.9M
0.8%
2,537,875 −39,851 −1.5% Reduced
FITB FIFTH THIRD BANCORP
$162.1M
0.8%
5,274,335 +664,773 +14.4% Added
KEY KEYCORP
$161.9M
0.8%
7,998,031 +1,058,908 +15.3% Added
CAR AVIS BUDGET GROUP INC
$142.8M
0.7%
4,428,321 +1,143,553 +34.8% Added
FLEX FLEX LTD
$138.2M
0.6%
10,950,615 +1,514,655 +16.1% Added
TEX TEREX CORP
$134.3M
0.6%
4,511,045 +874,186 +24.0% Added
AGREUR AVANGRID INC
$131.9M
0.6%
2,578,638 +387,138 +17.7% Added
PFE PFIZER INC
$123.4M
0.6%
3,148,442 +313 +0.0% Added
CNO CNO FINANCIAL GROUP INC
$122.8M
0.6%
6,770,866 +1,724,970 +34.2% Added
ACM AECOM
$113.2M
0.5%
2,623,898 +119,613 +4.8% Added
BIDU BAIDU INC - SPON ADR
$110.9M
0.5%
877,651 +57,804 +7.1% Added
WED WEBSTER FINANCIAL CORP
$106.6M
0.5%
1,998,320 +771,273 +62.9% Added
ATUEUR ACTUANT CORP-A
$103.9M
0.5%
3,989,841 −355,257 −8.2% Reduced
UBS UBS GROUP AG-REG
$96.2M
0.4%
7,645,713 +615,007 +8.7% Added
RF REGIONS FINANCIAL CORP
$94.3M
0.4%
5,495,558 +626,014 +12.9% Added
CI THE CIGNA GROUP
$94.2M
0.4%
460,428 −313 −0.1% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$92.2M
0.4%
1,434,888 +356,921 +33.1% Added
WTW WILLIS TOWERS WATSON PLC
$88.4M
0.4%
437,541 +21,930 +5.3% Added
WMT WALMART INC
$87.5M
0.4%
736,701 −641,780 −46.6% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$78.4M
0.4%
1,085,704 +75,026 +7.4% Added
JNPR* JUNIPER NETWORKS INC
$77.2M
0.4%
3,134,452 +526,472 +20.2% Added
CVS CVS HEALTH CORP
$70.7M
0.3%
951,790 −132 −0.0% Reduced
IVZ INVESCO LTD
$70.7M
0.3%
3,930,976 +1,296,170 +49.2% Added
MUR MURPHY OIL CORP
$67.7M
0.3%
2,525,558 +303,660 +13.7% Added
PH PARKER HANNIFIN CORP
$67.6M
0.3%
328,272 −86 −0.0% Reduced
T AT&T INC
$67.4M
0.3%
1,724,193 −458 −0.0% Reduced
KEL KELLANOVA
$64.0M
0.3%
925,121 +144,789 +18.6% Added
OLN OLIN CORP
$63.2M
0.3%
3,663,120 +3,663,120 New
SNA SNAP-ON INC
$58.7M
0.3%
346,284 +97,484 +39.2% Added
ASB ASSOCIATED BANC-CORP
$57.7M
0.3%
2,619,005 +422,630 +19.2% Added
TRS TRIMAS CORP
$55.4M
0.3%
1,762,346 +199,604 +12.8% Added
SCSC SCANSOURCE INC
$54.1M
0.3%
1,464,078 +208,461 +16.6% Added
2676403D NEXTIER OILFIELD SOLUTIONS I
$52.8M
0.2%
7,886,281 +7,886,281 New
HOPE HOPE BANCORP INC
$50.9M
0.2%
3,425,318 +555,164 +19.3% Added
UVV UNIVERSAL CORP/VA
$50.0M
0.2%
876,755 +264,832 +43.3% Added
KBR KBR INC
$49.1M
0.2%
1,609,446 −1,376,818 −46.1% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$48.1M
0.2%
1,606,352 +192,317 +13.6% Added
IBN ICICI BANK LTD-SPON ADR
$48.0M
0.2%
3,183,352 +446,668 +16.3% Added
1RG REV GROUP INC
$46.2M
0.2%
3,779,723 +784,783 +26.2% Added
SMCIUSD SUPER MICRO COMPUTER INC
$45.3M
0.2%
1,884,887 +1,230,457 +188.0% Added
VREX VAREX IMAGING CORP
$44.9M
0.2%
1,507,727 +71,024 +4.9% Added
CLSEUR CELESTICA INC
$43.9M
0.2%
5,305,645 +603,391 +12.8% Added
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$42.6M
0.2%
1,847,219 +298,516 +19.3% Added
G GENPACT LTD
$42.5M
0.2%
1,008,947 +256,897 +34.2% Added
TSM TAIWAN SEMICONDUCTOR-SP ADR
$41.8M
0.2%
719,647 +134,848 +23.1% Added
GTS TRIPLE-S MANAGEMENT CORP
$41.3M
0.2%
2,234,374 +310,154 +16.1% Added
SYU1 SYNOVUS FINANCIAL CORP
$38.0M
0.2%
968,744 +72,142 +8.0% Added
HOFT HOOKER FURNISHINGS CORP
$37.9M
0.2%
1,474,157 +1,453,096 +6899.5% Added
CSL CARLISLE COS INC
$36.5M
0.2%
225,508 −87,223 −27.9% Reduced
SYKES ENTERPRISES INC
$35.8M
0.2%
968,265 +199,835 +26.0% Added
TCF TCF FINANCIAL CORP
$35.8M
0.2%
764,894 +97,023 +14.5% Added
MPAA MOTORCAR PARTS OF AMERICA IN
$34.8M
0.2%
1,581,263 +407,528 +34.7% Added
DOV DOVER CORP
$33.7M
0.2%
292,416 −413 −0.1% Reduced
SERVICE PROPERTIES TRUST
$33.6M
0.2%
1,382,344 +785,488 +131.6% Added
WSFS WSFS FINANCIAL CORP
$33.4M
0.2%
760,374 +93,024 +13.9% Added
REALOGY HOLDINGS CORP
$32.5M
0.2%
3,356,622 +262,174 +8.5% Added
EG EVEREST GROUP LTD
$32.4M
0.2%
116,954 +25,779 +28.3% Added
MSM MSC INDUSTRIAL DIRECT CO-A
$32.2M
0.2%
410,056 +410,056 New
GL GLOBE LIFE INC
$32.0M
0.1%
303,871 +67,801 +28.7% Added
THG HANOVER INSURANCE GROUP INC/
$32.0M
0.1%
233,828 +65,904 +39.2% Added
ALL ALLSTATE CORP
$31.9M
0.1%
283,530 +71,907 +34.0% Added
ARW ARROW ELECTRONICS INC
$31.9M
0.1%
376,101 +71,325 +23.4% Added
HIG HARTFORD INSURANCE GROUP INC
$30.8M
0.1%
506,950 +82,247 +19.4% Added
ETR ENTERGY CORP
$29.7M
0.1%
247,905 −128,965 −34.2% Reduced
LMEUR LEGG MASON INC
$29.4M
0.1%
818,431 +178,385 +27.9% Added
VALPQ VALARIS PLC
$28.0M
0.1%
4,264,044 +4,264,044 New
CSCO CISCO SYSTEMS INC
$27.6M
0.1%
576,076 −72 −0.0% Reduced
DAN DANA INC
$26.1M
0.1%
1,432,829 +1,432,829 New
JBL JABIL INC
$23.8M
0.1%
575,308 −275,066 −32.3% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$22.7M
0.1%
345,612 +66,181 +23.7% Added
NSIT INSIGHT ENTERPRISES INC
$20.5M
0.1%
292,026 +19,084 +7.0% Added
DRH DIAMONDROCK HOSPITALITY CO
$16.7M
0.1%
1,508,971 +185,141 +14.0% Added
GJB STEELCASE INC-CL A
$16.7M
0.1%
814,433 −21,605 −2.6% Reduced
BIIB BIOGEN INC
$14.7M
0.1%
49,670 +46,477 +1455.6% Added
NWSA NEWS CORP - CLASS A
$11.3M
0.1%
800,870 −327,341 −29.0% Reduced
ROCK GIBRALTAR INDUSTRIES INC
$11.0M
0.1%
217,340 −587,703 −73.0% Reduced
APOEUR APOLLO ASSET MANAGEMENT INC
$10.0M
0.0%
210,609 −22,971 −9.8% Reduced
PKX POSCO HOLDINGS INC -SPON ADR
$9.6M
0.0%
189,700 −68 −0.0% Reduced
CMA COMERICA INC
$8.7M
0.0%
121,055 Held
AXE3EUR ANIXTER INTERNATIONAL INC
$8.3M
0.0%
90,574 −1,740,202 −95.1% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$6.6M
0.0%
173,807 −797 −0.5% Reduced
MRK MERCK & CO. INC.
$5.3M
0.0%
58,811 −710,611 −92.4% Reduced
LUKOY LUKOIL PJSC-SPON ADR
$4.2M
0.0%
42,645 Held
SSNHZ SAMSUNG ELECTR-GDR REG S
$4.2M
0.0%
3,474 Held
LNVGY LENOVO GROUP LTD-ADR
$4.0M
0.0%
302,250 +66,800 +28.4% Added
HNHAY HON HAI PRECISIO-SP GDR 144A
$3.7M
0.0%
607,573 Held
CRPJY CHINA RESOURCES-UNSPON ADR
$3.3M
0.0%
158,337 Held
SSL SASOL LTD-SPONSORED ADR
$3.2M
0.0%
149,694 +21,058 +16.4% Added
SCBFY STANDARD CHARTERED- UNSP ADR
$3.2M
0.0%
167,706 +167,706 New
30294GBX HYUNDAI MOTOR-GDR
$3.0M
0.0%
57,403 −6,897 −10.7% Reduced
WLMIY WILMAR INTERNATIONAL-UNS ADR
$2.9M
0.0%
97,376 −1,221 −1.2% Reduced
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$2.8M
0.0%
671,215 −180,000 −21.1% Reduced
SIAM COMMERCIAL BANK - UNSP ADR
$2.7M
0.0%
169,185 Held
CICHY CHINA CONSTRUCT-UNSPON ADR
$2.7M
0.0%
155,960 Held
CHLUSD CHINA MOBILE LTD-SPON ADR
$2.7M
0.0%
63,242 Held
CEZ AS - ADR
$2.4M
0.0%
211,609 Held
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$2.3M
0.0%
49,424 +3,160 +6.8% Added
SBKFF STATE BANK OF INDI-GDR REG S
$2.3M
0.0%
48,598 Held
KB KB FINANCIAL GROUP INC-ADR
$2.2M
0.0%
53,582 +14,141 +35.9% Added
CSUAY CHINA SHENHUA-UNSPON ADR
$1.8M
0.0%
218,727 Held
RNRTY REUNERT LTD-UNSPONSORED ADR
$1.7M
0.0%
159,600 Held
OTPIY OTP BANK NYRT-144A GDR
$1.5M
0.0%
56,060 +600 +1.1% Added
CDGXY CHINA DONGXIANG GRP-UNSP ADR
$1.3M
0.0%
228,423 +68,861 +43.2% Added
GBXXY GRAND BAOXIN AUTO - UNSP ADR
$1.3M
0.0%
654,468 +165,268 +33.8% Added
LAMR LAMAR ADVERTISING CO-A
$960K
0.0%
10,754 +1,302 +13.8% Added
DOX AMDOCS LTD
$949K
0.0%
13,152 Held
UNH UNITEDHEALTH GROUP INC
$915K
0.0%
3,112 +79 +2.6% Added
AES AES CORP
$909K
0.0%
45,692 −6,559 −12.6% Reduced
VZ VERIZON COMMUNICATIONS INC
$904K
0.0%
14,726 +264 +1.8% Added
BRX BRIXMOR PROPERTY GROUP INC
$899K
0.0%
41,607 +9,702 +30.4% Added
STWD STARWOOD PROPERTY TRUST INC
$869K
0.0%
34,936 +21,112 +152.7% Added
RNR RENAISSANCERE HOLDINGS LTD
$869K
0.0%
4,431 +74 +1.7% Added
CB CHUBB LTD
$866K
0.0%
5,561 +90 +1.6% Added
HRB H&R BLOCK INC
$843K
0.0%
35,906 +8,252 +29.8% Added
VTR VENTAS INC
$841K
0.0%
14,560 +14,560 New
LEN LENNAR CORP-A
$809K
0.0%
14,497 +14,497 New
HUM HUMANA INC
$772K
0.0%
2,105 +2,105 New
EXPE EXPEDIA GROUP INC
$767K
0.0%
7,096 +7,096 New
BKNG BOOKING HOLDINGS INC
$748K
0.0%
364 Held
ELV ELEVANCE HEALTH INC
$736K
0.0%
2,438 Held
ZD ZIFF DAVIS INC
$725K
0.0%
7,737 +1,876 +32.0% Added
LGEIY LG ELECTRONICS INC-GDR 144A
$517K
0.0%
16,600 Held
GILD GILEAD SCIENCES INC
$493K
0.0%
7,581 Held
CHRW C.H. ROBINSON WORLDWIDE INC
$485K
0.0%
6,198 Held
SLB SLB LTD
$429K
0.0%
10,668 −891,321 −98.8% Reduced
ABBV ABBVIE INC
$281K
0.0%
3,179 Held
INTC INTEL CORP
$247K
0.0%
4,122 −2,317 −36.0% Reduced
CBRE CBRE GROUP INC - A
$225K
0.0%
3,665 −2,886 −44.1% Reduced
COR CENCORA INC
$221K
0.0%
2,599 Held
MMS MAXIMUS INC
$211K
0.0%
2,833 +2,833 New
HNHPF HON HAI PRECISION-GDR REG S
$109K
0.0%
17,748 −1,740 −8.9% Reduced
AMKBY A P MOLLER-MAERSK-B-UNSP ADR
$101K
0.0%
14,009 Held

Sold positions

12 closed in Q4 2019 · shares & value as of prior filing
Holding Shares sold Prior value
CJ1EUR C&J ENERGY SERVICES INC
3,585,863 $38.5M
WOO FOOT LOCKER INC
233,396 $10.1M
CREDIT SUISSE GROUP SPON ADR
588,542 $7.2M
ACWI ISHARES MSCI ACWI ETF
91,726 $6.8M
ARC DOCUMENT SOLUTIONS INC
1,848,713 $2.5M
CHINA AGRI-INDUSTRIES-UN ADR
327,200 $2.1M
WAIREUR WESCO AIRCRAFT HOLDINGS INC
164,155 $1.8M
VIV1USD TELEFONICA BRASIL-ADR PREF
80,651 $1.1M
ARCPEUR VEREIT INC
91,792 $898K
WU WESTERN UNION CO
37,791 $876K
UAL UNITED AIRLINES HOLDINGS INC
2,526 $223K
NLYEUR ANNALY CAPITAL MANAGEMENT IN
14,614 $129K

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.