whalepapers
Overview/ Pzena Investment Management LLC/ Q4 2020

Pzena Investment Management LLC

Richard Pzena · As of Q4 2020 · filed Feb 5, 2021

Q4 2020

Holdings

166 positions · Δ vs prior quarter
GENERAL ELECTRIC COMPANY
$970.5M
4.6%
89,859,216 +632,923 +0.7% Added
LEA LEAR CORP
$732.7M
3.5%
4,607,440 −268,957 −5.5% Reduced
HAL HALLIBURTON CO
$731.1M
3.4%
38,680,115 −1,294,301 −3.2% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$703.8M
3.3%
8,588,011 −208,919 −2.4% Reduced
PVH PVH CORP
$692.5M
3.3%
7,375,531 +11,259 +0.2% Added
AIG AMERICAN INTERNATIONAL GROUP
$661.3M
3.1%
17,468,135 −584,955 −3.2% Reduced
WFC WELLS FARGO & CO
$618.1M
2.9%
20,479,698 +2,039,930 +11.1% Added
C CITIGROUP INC
$597.9M
2.8%
9,696,127 +1,158,746 +13.6% Added
COF CAPITAL ONE FINANCIAL CORP
$577.5M
2.7%
5,842,192 −207,556 −3.4% Reduced
NOVEUR NATIONAL OILWELL VARCO INC
$542.7M
2.6%
39,523,272 +1,576,627 +4.2% Added
MCK MCKESSON CORP
$537.3M
2.5%
3,089,423 −245,975 −7.4% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$533.0M
2.5%
44,979,226 +352,432 +0.8% Added
NWL NEWELL BRANDS INC
$512.0M
2.4%
24,118,468 −670,214 −2.7% Reduced
EIX EDISON INTERNATIONAL
$505.0M
2.4%
8,038,562 +2,179,720 +37.2% Added
EQH EQUITABLE HOLDINGS INC
$503.3M
2.4%
19,667,228 −968,185 −4.7% Reduced
BKR BAKER HUGHES CO
$493.4M
2.3%
23,664,321 +2,034,067 +9.4% Added
WAB WABTEC CORP
$479.6M
2.3%
6,551,698 +101,727 +1.6% Added
AVT AVNET INC
$441.0M
2.1%
12,561,805 +596,793 +5.0% Added
GIL GILDAN ACTIVEWEAR INC
$420.9M
2.0%
15,027,876 −1,756,650 −10.5% Reduced
F FORD MOTOR CO
$391.5M
1.8%
44,543,119 −3,548,721 −7.4% Reduced
TXT TEXTRON INC
$377.5M
1.8%
7,811,119 +1,049,146 +15.5% Added
NRG NRG ENERGY INC
$344.5M
1.6%
9,175,073 +2,052,937 +28.8% Added
MS MORGAN STANLEY
$341.4M
1.6%
4,982,037 −1,196,289 −19.4% Reduced
BAC BANK OF AMERICA CORP
$333.6M
1.6%
11,005,795 +187,372 +1.7% Added
AXS AXIS CAPITAL HOLDINGS LTD
$332.4M
1.6%
6,596,786 −18,992 −0.3% Reduced
VTRS VIATRIS INC
$320.2M
1.5%
17,088,968 +17,088,968 New
DOW DOW INC
$300.7M
1.4%
5,418,876 −340,884 −5.9% Reduced
VOYA VOYA FINANCIAL INC
$270.8M
1.3%
4,605,102 −108,074 −2.3% Reduced
MHK MOHAWK INDUSTRIES INC
$267.6M
1.3%
1,898,270 −284,475 −13.0% Reduced
MET METLIFE INC
$253.3M
1.2%
5,395,771 −54,442 −1.0% Reduced
GS GOLDMAN SACHS GROUP INC
$242.5M
1.1%
919,490 +8,414 +0.9% Added
JPM JPMORGAN CHASE & CO
$232.0M
1.1%
1,825,655 −9,851 −0.5% Reduced
FTI TECHNIPFMC PLC
$231.9M
1.1%
24,671,025 +232,048 +0.9% Added
ORCL ORACLE CORP
$210.4M
1.0%
3,252,832 +490,412 +17.8% Added
SWK STANLEY BLACK & DECKER INC
$184.5M
0.9%
1,033,477 −483,927 −31.9% Reduced
BIDU BAIDU INC - SPON ADR
$184.4M
0.9%
852,825 +3,041 +0.4% Added
R RYDER SYSTEM INC
$183.2M
0.9%
2,965,597 −218,095 −6.9% Reduced
CAH CARDINAL HEALTH INC
$171.4M
0.8%
3,200,591 +94,710 +3.0% Added
TCOM TRIP.COM GROUP LTD-ADR
$166.1M
0.8%
4,925,735 −139,720 −2.8% Reduced
TEX TEREX CORP
$165.6M
0.8%
4,745,353 −1,263,796 −21.0% Reduced
EXMOC EXXON MOBIL CORP
$163.5M
0.8%
3,966,100 +532,986 +15.5% Added
CNO CNO FINANCIAL GROUP INC
$161.7M
0.8%
7,273,559 −929,838 −11.3% Reduced
RDS/A SHELL PLC-SPON ADR-A
$149.7M
0.7%
4,259,276 +118,413 +2.9% Added
FLEX FLEX LTD
$142.3M
0.7%
7,912,219 −9,732,079 −55.2% Reduced
JELD JELD-WEN HOLDING INC
$131.5M
0.6%
5,187,220 −210,071 −3.9% Reduced
AMGN AMGEN INC
$118.1M
0.6%
513,850 +11,973 +2.4% Added
WED WEBSTER FINANCIAL CORP
$113.0M
0.5%
2,680,800 −75,986 −2.8% Reduced
OLN OLIN CORP
$107.4M
0.5%
4,373,976 −1,891,590 −30.2% Reduced
BKNG BOOKING HOLDINGS INC
$106.7M
0.5%
47,892 +3,151 +7.0% Added
PFE PFIZER INC
$103.4M
0.5%
2,810,113 +74,178 +2.7% Added
CVE CENOVUS ENERGY INC
$101.8M
0.5%
16,861,805 −1,582,573 −8.6% Reduced
EPAC ENERPAC TOOL GROUP CORP
$95.3M
0.4%
4,214,374 +155,804 +3.8% Added
CI THE CIGNA GROUP
$92.0M
0.4%
441,788 −5,351 −1.2% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$90.3M
0.4%
1,456,430 +366 +0.0% Added
UBS UBS GROUP AG-REG
$84.4M
0.4%
5,972,374 −61,940 −1.0% Reduced
CVS CVS HEALTH CORP
$84.3M
0.4%
1,233,975 +75,581 +6.5% Added
BDC BELDEN INC
$82.5M
0.4%
1,968,313 +566,254 +40.4% Added
SPB SPECTRUM BRANDS HOLDINGS INC
$69.2M
0.3%
876,210 −27,726 −3.1% Reduced
KEY KEYCORP
$68.2M
0.3%
4,155,082 −495,051 −10.6% Reduced
RF REGIONS FINANCIAL CORP
$68.0M
0.3%
4,215,563 −1,259,491 −23.0% Reduced
GJB STEELCASE INC-CL A
$67.5M
0.3%
4,984,569 +1,252,350 +33.6% Added
CAR AVIS BUDGET GROUP INC
$67.4M
0.3%
1,807,176 −301,688 −14.3% Reduced
DAN DANA INC
$65.6M
0.3%
3,358,950 −85,346 −2.5% Reduced
JNPR* JUNIPER NETWORKS INC
$64.9M
0.3%
2,883,329 −20,110 −0.7% Reduced
IVZ INVESCO LTD
$64.3M
0.3%
3,687,679 −832,387 −18.4% Reduced
PKX POSCO HOLDINGS INC -SPON ADR
$63.9M
0.3%
1,025,544 −16,281 −1.6% Reduced
CLSEUR CELESTICA INC
$62.6M
0.3%
7,758,066 +891,650 +13.0% Added
ASB ASSOCIATED BANC-CORP
$61.7M
0.3%
3,616,339 +367,829 +11.3% Added
MTZ MASTEC INC
$56.9M
0.3%
834,137 +834,137 New
FITB FIFTH THIRD BANCORP
$56.2M
0.3%
2,039,393 −590,704 −22.5% Reduced
RGA REINSURANCE GROUP OF AMERICA
$49.6M
0.2%
428,335 −50,112 −10.5% Reduced
HOFT HOOKER FURNISHINGS CORP
$49.0M
0.2%
1,519,469 −93,399 −5.8% Reduced
TRS TRIMAS CORP
$48.4M
0.2%
1,528,465 +157,670 +11.5% Added
TSM TAIWAN SEMICONDUCTOR-SP ADR
$48.3M
0.2%
442,620 −71,640 −13.9% Reduced
TCF TCF FINANCIAL CORP
$48.1M
0.2%
1,300,185 +80,488 +6.6% Added
IBN ICICI BANK LTD-SPON ADR
$47.9M
0.2%
3,220,800 −329,931 −9.3% Reduced
GTS TRIPLE-S MANAGEMENT CORP
$47.1M
0.2%
2,208,428 +38,293 +1.8% Added
WSFS WSFS FINANCIAL CORP
$46.3M
0.2%
1,032,306 +127,037 +14.0% Added
SCSC SCANSOURCE INC
$45.2M
0.2%
1,714,280 +91,120 +5.6% Added
MOG/A MOOG INC-CLASS A
$44.1M
0.2%
556,102 +40,771 +7.9% Added
UMPQUSD UMPQUA HOLDINGS CORP
$44.0M
0.2%
2,903,581 +293,658 +11.3% Added
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$42.1M
0.2%
2,642,756 +531,909 +25.2% Added
HOPE HOPE BANCORP INC
$41.6M
0.2%
3,813,833 +365,631 +10.6% Added
REALOGY HOLDINGS CORP.
$41.4M
0.2%
3,154,462 +127,997 +4.2% Added
AGIIGBP ARGO GROUP INTERNATIONAL
$41.3M
0.2%
945,017 +106,159 +12.7% Added
AELUSD AMERICAN EQUITY INVT LIFE HL
$41.0M
0.2%
1,481,266 +321,617 +27.7% Added
UVV UNIVERSAL CORP/VA
$40.5M
0.2%
834,047 +192,211 +29.9% Added
1RG REV GROUP INC
$39.9M
0.2%
4,532,507 +257,323 +6.0% Added
UVSP UNIVEST FINANCIAL CORP
$39.4M
0.2%
1,913,534 +117,376 +6.5% Added
MUR MURPHY OIL CORP
$38.9M
0.2%
3,217,549 +407,605 +14.5% Added
MPAA MOTORCAR PARTS OF AMERICA IN
$38.8M
0.2%
1,975,457 +61,464 +3.2% Added
2676403D NEXTIER OILFIELD SOLUTIONS I
$38.4M
0.2%
11,169,202 +16,837 +0.2% Added
KEL KELLANOVA
$37.0M
0.2%
594,367 +9,309 +1.6% Added
DOV DOVER CORP
$36.5M
0.2%
288,741 −330 −0.1% Reduced
GAP GAP INC
$34.7M
0.2%
1,719,408 −709,020 −29.2% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$33.2M
0.2%
4,020,648 +279,802 +7.5% Added
OEC ORION SA
$32.7M
0.2%
1,909,363 +197,226 +11.5% Added
SMCIUSD SUPER MICRO COMPUTER INC
$31.5M
0.1%
996,424 +127,962 +14.7% Added
TBI TRUEBLUE INC
$30.4M
0.1%
1,626,317 +617,005 +61.1% Added
IPG INTERPUBLIC GROUP OF COS INC
$27.5M
0.1%
1,171,181 −591,155 −33.5% Reduced
VREX VAREX IMAGING CORP
$27.1M
0.1%
1,623,369 +2,353 +0.1% Added
CSCO CISCO SYSTEMS INC
$25.6M
0.1%
571,949 +24 +0.0% Added
HIG HARTFORD INSURANCE GROUP INC
$24.8M
0.1%
506,950 Held
DOX AMDOCS LTD
$23.8M
0.1%
335,042 +325,086 +3265.2% Added
KBR KBR INC
$23.4M
0.1%
755,868 −77,899 −9.3% Reduced
SNA SNAP-ON INC
$23.3M
0.1%
135,857 −118,827 −46.7% Reduced
ACM AECOM
$23.1M
0.1%
465,025 −64,388 −12.2% Reduced
GL GLOBE LIFE INC
$23.0M
0.1%
241,764 Held
ARW ARROW ELECTRONICS INC
$22.9M
0.1%
234,979 −56,009 −19.2% Reduced
MSM MSC INDUSTRIAL DIRECT CO-A
$22.1M
0.1%
261,615 −34,356 −11.6% Reduced
PLTEUR PLANTRONICS INC
$22.0M
0.1%
812,491 −191,657 −19.1% Reduced
G GENPACT LTD
$21.2M
0.1%
511,997 −27,743 −5.1% Reduced
ETR ENTERGY CORP
$19.0M
0.1%
190,579 −257,339 −57.5% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$18.8M
0.1%
632,218 +250 +0.0% Added
COWNEUR COWEN INC - A
$17.3M
0.1%
664,731 −548,573 −45.2% Reduced
VZ VERIZON COMMUNICATIONS INC
$14.0M
0.1%
238,876 −832 −0.3% Reduced
THG HANOVER INSURANCE GROUP INC/
$11.4M
0.1%
97,870 Held
SSNHZ SAMSUNG ELECTR-GDR REG S
$6.5M
0.0%
3,474 Held
LUKOY LUKOIL PJSC-SPON ADR
$5.6M
0.0%
81,214 +25,729 +46.4% Added
30294GBX HYUNDAI MOTOR-GDR
$5.1M
0.0%
57,403 Held
ABEV AMBEV SA-ADR
$5.0M
0.0%
1,645,310 +888,145 +117.3% Added
PAHC PHIBRO ANIMAL HEALTH CORP-A
$4.6M
0.0%
237,643 +237,643 New
KRE SS SPDR S&P REGIONAL BANK
$4.5M
0.0%
86,156 +86,156 New
HNHAY HON HAI PRECISIO-SP GDR 144A
$4.0M
0.0%
607,573 Held
LNVGY LENOVO GROUP LTD-ADR
$3.7M
0.0%
197,891 −259 −0.1% Reduced
GXYYY GALAXY ENTERTAINMEN-UNSP ADR
$3.7M
0.0%
93,459 +44,960 +92.7% Added
WLMIY WILMAR INTERNATIONAL-UNS ADR
$3.4M
0.0%
95,786 −260 −0.3% Reduced
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$2.8M
0.0%
47,784 −26,320 −35.5% Reduced
SCBFY STANDARD CHARTERED- UNSP ADR
$2.8M
0.0%
219,934 Held
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR
$2.6M
0.0%
225,388 Held
CEZ AS UNSPON ADR
$2.5M
0.0%
211,609 Held
CRPJY CHINA RESOURCES-UNSPON ADR
$2.5M
0.0%
155,743 −2,594 −1.6% Reduced
CIG CIA ENERGETICA DE-SPON ADR
$2.5M
0.0%
868,296 Held
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$2.5M
0.0%
671,215 Held
CICHY CHINA CONSTRUCT-UNSPON ADR
$2.3M
0.0%
155,960 Held
KB KB FINANCIAL GROUP INC-ADR
$2.1M
0.0%
53,582 Held
SLB SLB LTD
$2.1M
0.0%
95,421 +95,421 New
OIH VANECK OIL SERVICES ETF
$1.7M
0.0%
10,789 +10,789 New
SSL SASOL LTD-SPONSORED ADR
$1.3M
0.0%
149,694 Held
IWD ISHARES RUSSELL 1000 VALUE E
$1.3M
0.0%
9,630 Held
OTPIY OTP BANK NYRT-144A GDR
$1.3M
0.0%
57,320 Held
CHLUSD CHINA MOBILE LTD-SPON ADR
$917K
0.0%
32,142 −18,300 −36.3% Reduced
RNRTY REUNERT LTD-UNSPONSORED ADR
$787K
0.0%
159,600 Held
GBXXY GRAND BAOXIN AUTO - UNSP ADR
$701K
0.0%
654,468 Held
ABBV ABBVIE INC
$668K
0.0%
6,233 +138 +2.3% Added
DLTR DOLLAR TREE INC
$660K
0.0%
6,112 +16 +0.3% Added
UTHR UNITED THERAPEUTICS CORP
$651K
0.0%
4,289 −804 −15.8% Reduced
CHKP CHECK POINT SOFTWARE TECH
$650K
0.0%
4,890 +118 +2.5% Added
CHRW C.H. ROBINSON WORLDWIDE INC
$638K
0.0%
6,798 +6,798 New
INGR INGREDION INC
$638K
0.0%
8,107 +1,112 +15.9% Added
KR KROGER CO
$638K
0.0%
20,081 +20,081 New
ALXN ALEXION PHARMACEUTICALS INC
$633K
0.0%
4,049 −874 −17.8% Reduced
ED CONSOLIDATED EDISON INC
$611K
0.0%
8,458 +1,617 +23.6% Added
GILD GILEAD SCIENCES INC
$587K
0.0%
10,073 +1,968 +24.3% Added
EXEL EXELIXIS INC
$570K
0.0%
28,377 +7,557 +36.3% Added
COR CENCORA INC
$564K
0.0%
5,773 +192 +3.4% Added
NEU NEWMARKET CORP
$540K
0.0%
1,355 −110 −7.5% Reduced
TSN TYSON FOODS INC-CL A
$534K
0.0%
8,290 +8,290 New
AZO AUTOZONE INC
$532K
0.0%
449 +449 New
MMS MAXIMUS INC
$518K
0.0%
7,077 +908 +14.7% Added
ALL ALLSTATE CORP
$516K
0.0%
4,692 +4,692 New
RNR RENAISSANCERE HOLDINGS LTD
$344K
0.0%
2,077 −577 −21.7% Reduced
ITRN ITURAN LOCATION AND CONTROL
$337K
0.0%
17,708 −2,764 −13.5% Reduced
CDGXY CHINA DONGXIANG GRP-UNSP ADR
$328K
0.0%
62,820 −8,860 −12.4% Reduced
ITUB ITAU UNIBANCO H-SPON PRF ADR
$263K
0.0%
43,119 +43,119 New
HNHPF HON HAI PRECISION-GDR REG S
$164K
0.0%
24,748 +3,500 +16.5% Added

Sold positions

13 closed in Q4 2020 · shares & value as of prior filing
Holding Shares sold Prior value
MYL MYLAN NV
17,172,288 $254.7M
PH PARKER HANNIFIN CORP
325,683 $65.9M
CCL1EUR CARNIVAL CORP LTD
688,142 $10.4M
CMA COMERICA INC
121,055 $4.6M
IWN ISHARES RUSSELL 2000 VALUE E
30,190 $3.0M
KKR KKR & CO INC
61,853 $2.1M
NSIT INSIGHT ENTERPRISES INC
16,315 $923K
BIIB BIOGEN INC
2,857 $810K
SEB SEABOARD CORP
200 $567K
WBA* WALGREENS BOOTS ALLIANCE INC
14,629 $525K
PRGO PERRIGO CO PLC
10,304 $473K
OMC OMNICOM GROUP
7,139 $353K
AMKBY A P MOLLER-MAERSK-B-UNSP ADR
15,009 $118K

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.