whalepapers
Overview/ Pzena Investment Management LLC/ Q4 2021

Pzena Investment Management LLC

Richard Pzena · As of Q4 2021 · filed Feb 4, 2022

Q4 2021

Holdings

174 positions · Δ vs prior quarter
CTSH COGNIZANT TECH SOLUTIONS-A
$1.25B
4.7%
14,097,069 −13,846 −0.1% Reduced
GE GENERAL ELECTRIC
$1.04B
3.9%
11,033,492 +852,849 +8.4% Added
EIX EDISON INTERNATIONAL
$1.02B
3.8%
14,875,516 +188,761 +1.3% Added
AIG AMERICAN INTERNATIONAL GROUP
$950.1M
3.6%
16,710,346 −118,724 −0.7% Reduced
LEA LEAR CORP
$944.4M
3.6%
5,162,131 −24,715 −0.5% Reduced
WAB WABTEC CORP
$932.0M
3.5%
10,118,702 −69,140 −0.7% Reduced
WFC WELLS FARGO & CO
$905.4M
3.4%
18,870,433 −9,507 −0.1% Reduced
HAL HALLIBURTON CO
$883.4M
3.3%
38,624,847 −388,414 −1.0% Reduced
PVH PVH CORP
$829.3M
3.1%
7,775,831 +252,310 +3.4% Added
NRG NRG ENERGY INC
$742.0M
2.8%
17,224,488 +740,730 +4.5% Added
MCK MCKESSON CORP
$733.5M
2.8%
2,950,700 −28,315 −1.0% Reduced
EQH EQUITABLE HOLDINGS INC
$724.1M
2.7%
22,083,633 −47,539 −0.2% Reduced
C CITIGROUP INC
$681.0M
2.6%
11,276,902 +820,219 +7.8% Added
HPE HEWLETT PACKARD ENTERPRISE
$677.1M
2.6%
42,934,080 −442,376 −1.0% Reduced
NWL NEWELL BRANDS INC
$619.0M
2.3%
28,342,422 +2,179,131 +8.3% Added
COF CAPITAL ONE FINANCIAL CORP
$566.0M
2.1%
3,900,980 +91,855 +2.4% Added
NOV NOV INC
$551.0M
2.1%
40,666,965 −132,195 −0.3% Reduced
BKR BAKER HUGHES CO
$549.4M
2.1%
22,833,273 −1,374,238 −5.7% Reduced
AVT AVNET INC
$502.4M
1.9%
12,185,337 −41,112 −0.3% Reduced
GIL GILDAN ACTIVEWEAR INC
$456.4M
1.7%
10,766,094 +85,294 +0.8% Added
BAC BANK OF AMERICA CORP
$406.9M
1.5%
9,145,772 −535,408 −5.5% Reduced
DOX AMDOCS LTD
$403.5M
1.5%
5,391,334 +95,124 +1.8% Added
AXS AXIS CAPITAL HOLDINGS LTD
$384.4M
1.4%
7,057,524 −45,054 −0.6% Reduced
DOW DOW INC
$364.1M
1.4%
6,419,626 +207,120 +3.3% Added
EXMOC EXXON MOBIL CORP
$332.7M
1.3%
5,437,457 −288,761 −5.0% Reduced
MET METLIFE INC
$330.8M
1.2%
5,293,024 −23,793 −0.4% Reduced
VOYA VOYA FINANCIAL INC
$321.7M
1.2%
4,851,903 +41,814 +0.9% Added
FMS FRESENIUS MEDICAL CARE-ADR
$307.1M
1.2%
9,459,446 +3,051,672 +47.6% Added
PFE PFIZER INC
$294.8M
1.1%
4,993,118 −28,776 −0.6% Reduced
MHK MOHAWK INDUSTRIES INC
$291.3M
1.1%
1,599,051 +8,976 +0.6% Added
TXT TEXTRON INC
$277.5M
1.0%
3,593,922 −1,501,390 −29.5% Reduced
JPM JPMORGAN CHASE & CO
$276.2M
1.0%
1,744,422 +28,183 +1.6% Added
GS GOLDMAN SACHS GROUP INC
$241.1M
0.9%
630,348 −7,073 −1.1% Reduced
SSNC SS&C TECHNOLOGIES HOLDINGS
$234.9M
0.9%
2,865,734 +2,858,922 +41968.9% Added
ORCL ORACLE CORP
$212.1M
0.8%
2,431,550 −515,284 −17.5% Reduced
SKAA SKECHERS USA INC-CL A
$209.8M
0.8%
4,833,399 +179,641 +3.9% Added
JELD JELD-WEN HOLDING INC
$195.0M
0.7%
7,396,840 −4,405 −0.1% Reduced
SWK STANLEY BLACK & DECKER INC
$190.8M
0.7%
1,011,410 −1,082 −0.1% Reduced
TCOM TRIP.COM GROUP LTD-ADR
$187.7M
0.7%
7,623,896 +577,307 +8.2% Added
OLN OLIN CORP
$185.0M
0.7%
3,215,822 −177,532 −5.2% Reduced
RDS/A SHELL PLC-SPON ADR-A
$174.0M
0.7%
4,009,803 −21,077 −0.5% Reduced
CNO CNO FINANCIAL GROUP INC
$158.2M
0.6%
6,634,014 −154,847 −2.3% Reduced
CAH CARDINAL HEALTH INC
$153.7M
0.6%
2,984,361 +27,925 +0.9% Added
FLEX FLEX LTD
$150.9M
0.6%
8,231,915 +508,087 +6.6% Added
JNJ JOHNSON & JOHNSON
$150.8M
0.6%
881,404 −4,513 −0.5% Reduced
TEX TEREX CORP
$142.2M
0.5%
3,235,079 −16,781 −0.5% Reduced
WED WEBSTER FINANCIAL CORP
$126.6M
0.5%
2,267,687 −3,183 −0.1% Reduced
CVE CENOVUS ENERGY INC
$125.9M
0.5%
10,249,274 −2,445,749 −19.3% Reduced
FTI TECHNIPFMC PLC
$124.6M
0.5%
21,050,079 +105,864 +0.5% Added
AMGN AMGEN INC
$120.3M
0.5%
534,870 +1,598 +0.3% Added
BKNG BOOKING HOLDINGS INC
$119.5M
0.5%
49,791 +151 +0.3% Added
UBS UBS GROUP AG-REG
$118.1M
0.4%
6,606,486 −17,893 −0.3% Reduced
BIDU BAIDU INC - SPON ADR
$115.2M
0.4%
774,485 −3,340 −0.4% Reduced
BDC BELDEN INC
$110.6M
0.4%
1,683,316 −276,643 −14.1% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$102.1M
0.4%
1,003,782 −3,759 −0.4% Reduced
CI THE CIGNA GROUP
$100.8M
0.4%
438,874 −617 −0.1% Reduced
MS MORGAN STANLEY
$100.0M
0.4%
1,018,996 −735,560 −41.9% Reduced
R RYDER SYSTEM INC
$91.6M
0.3%
1,111,434 −588,247 −34.6% Reduced
ELV ELEVANCE HEALTH INC
$88.3M
0.3%
190,486 −1,454 −0.8% Reduced
CLSEUR CELESTICA INC
$84.5M
0.3%
7,593,324 −1,111,084 −12.8% Reduced
GJB STEELCASE INC-CL A
$82.2M
0.3%
7,010,227 +1,009,858 +16.8% Added
AELUSD AMERICAN EQUITY INVT LIFE HL
$80.4M
0.3%
2,065,824 −5,135 −0.2% Reduced
EPAC ENERPAC TOOL GROUP CORP
$79.9M
0.3%
3,941,949 +29,102 +0.7% Added
RF REGIONS FINANCIAL CORP
$79.1M
0.3%
3,629,926 −135,707 −3.6% Reduced
ASB ASSOCIATED BANC-CORP
$79.0M
0.3%
3,498,138 +20,871 +0.6% Added
DAN DANA INC
$76.4M
0.3%
3,348,838 +270,195 +8.8% Added
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$75.5M
0.3%
3,688,549 +64,251 +1.8% Added
BMY BRISTOL-MYERS SQUIBB CO
$72.1M
0.3%
1,155,708 −22,235 −1.9% Reduced
GD GENERAL DYNAMICS CORP
$72.0M
0.3%
345,319 +548 +0.2% Added
JNPR* JUNIPER NETWORKS INC
$68.6M
0.3%
1,920,154 −32,566 −1.7% Reduced
GAP GAP INC
$66.7M
0.3%
3,780,585 +2,422,939 +178.5% Added
FITB FIFTH THIRD BANCORP
$65.8M
0.2%
1,510,122 −9,833 −0.6% Reduced
KEY KEYCORP
$65.3M
0.2%
2,823,949 −143,530 −4.8% Reduced
TRS TRIMAS CORP
$63.8M
0.2%
1,723,779 +3,874 +0.2% Added
OEC ORION SA
$62.3M
0.2%
3,395,766 +527,340 +18.4% Added
SMCIUSD SUPER MICRO COMPUTER INC
$61.9M
0.2%
1,408,690 +4,084 +0.3% Added
IVZ INVESCO LTD
$61.8M
0.2%
2,685,284 −5,031 −0.2% Reduced
MTZ MASTEC INC
$61.7M
0.2%
668,374 +11,414 +1.7% Added
SCSC SCANSOURCE INC
$55.9M
0.2%
1,592,462 −7,341 −0.5% Reduced
PKX POSCO HOLDINGS INC -SPON ADR
$55.4M
0.2%
951,214 −6,762 −0.7% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$53.8M
0.2%
926,544 +7,821 +0.9% Added
MUR MURPHY OIL CORP
$53.5M
0.2%
2,050,729 −673,343 −24.7% Reduced
HOPE HOPE BANCORP INC
$52.2M
0.2%
3,548,064 +16,494 +0.5% Added
DRH DIAMONDROCK HOSPITALITY CO
$51.8M
0.2%
5,391,066 +198,382 +3.8% Added
UMPQUSD UMPQUA HOLDINGS CORP
$51.7M
0.2%
2,685,819 −7,777 −0.3% Reduced
HBAN HUNTINGTON BANCSHARES INC
$51.6M
0.2%
3,345,914 −39,889 −1.2% Reduced
UVSP UNIVEST FINANCIAL CORP
$51.5M
0.2%
1,721,598 +11,129 +0.7% Added
1RG REV GROUP INC
$51.2M
0.2%
3,615,998 −10,814 −0.3% Reduced
RGA REINSURANCE GROUP OF AMERICA
$50.9M
0.2%
464,479 −181 −0.0% Reduced
TBI TRUEBLUE INC
$49.0M
0.2%
1,769,139 +4,588 +0.3% Added
UVV UNIVERSAL CORP/VA
$48.5M
0.2%
883,485 +21,333 +2.5% Added
AMERICAN WOODMARK CORPORATION
$48.0M
0.2%
736,196 +736,196 New
USNA USANA HEALTH SCIENCES INC
$45.1M
0.2%
445,632 +349,924 +365.6% Added
MOG/A MOOG INC-CLASS A
$44.9M
0.2%
554,965 +13,371 +2.5% Added
THNPY TECHNIP ENERGIES ADR - SPON
$41.7M
0.2%
2,876,490 −163,889 −5.4% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$41.4M
0.2%
344,316 +3,252 +1.0% Added
IBN ICICI BANK LTD-SPON ADR
$38.4M
0.1%
1,939,358 −59,094 −3.0% Reduced
VREX VAREX IMAGING CORP
$37.8M
0.1%
1,199,257 −26,413 −2.2% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$37.0M
0.1%
987,919 −11,355 −1.1% Reduced
CSCO CISCO SYSTEMS INC
$36.1M
0.1%
570,053 −5,570 −1.0% Reduced
WSFS WSFS FINANCIAL CORP
$35.3M
0.1%
704,492 +8,751 +1.3% Added
GTS TRIPLE-S MANAGEMENT CORP
$33.0M
0.1%
924,828 −746,752 −44.7% Reduced
ARW ARROW ELECTRONICS INC
$31.4M
0.1%
233,538 −395 −0.2% Reduced
37M MRC GLOBAL INC
$31.1M
0.1%
4,518,807 +1,663,744 +58.3% Added
MPAA MOTORCAR PARTS OF AMERICA IN
$30.7M
0.1%
1,797,163 +30,160 +1.7% Added
HOFT HOOKER FURNISHINGS CORP
$30.6M
0.1%
1,316,484 +15,352 +1.2% Added
2676403D NEXTIER OILFIELD SOLUTIONS I
$29.4M
0.1%
8,290,669 −4,844,691 −36.9% Reduced
PAHC PHIBRO ANIMAL HEALTH CORP-A
$28.7M
0.1%
1,407,675 +54,789 +4.0% Added
G GENPACT LTD
$26.8M
0.1%
505,149 −806 −0.2% Reduced
ABEV AMBEV SA-ADR
$26.3M
0.1%
9,402,393 +1,816,796 +24.0% Added
GL GLOBE LIFE INC
$22.6M
0.1%
241,660 −104 −0.0% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$22.1M
0.1%
716,086 +31,520 +4.6% Added
MSM MSC INDUSTRIAL DIRECT CO-A
$22.0M
0.1%
261,531 Held
ETR ENTERGY CORP
$21.5M
0.1%
190,579 Held
F FORD MOTOR CO
$17.0M
0.1%
816,459 −23,384,760 −96.6% Reduced
KBR KBR INC
$16.2M
0.1%
340,972 Held
CBRE CBRE GROUP INC - A
$15.9M
0.1%
146,489 −132 −0.1% Reduced
VNO VORNADO REALTY TRUST
$13.4M
0.1%
320,984 −165 −0.1% Reduced
SNA SNAP-ON INC
$12.1M
0.0%
56,208 −165 −0.3% Reduced
VZ VERIZON COMMUNICATIONS INC
$11.8M
0.0%
227,113 −9,329 −3.9% Reduced
SSNHZ SAMSUNG ELECTR-GDR REG S
$4.5M
0.0%
2,730 +8 +0.3% Added
LUKOY LUKOIL PJSC-SPON ADR
$4.3M
0.0%
47,632 −14,401 −23.2% Reduced
HNHAY HON HAI PRECISIO-SP GDR 144A
$4.2M
0.0%
554,073 Held
CIG CIA ENERGETICA DE-SPON ADR
$4.0M
0.0%
1,639,365 Held
BABA ALIBABA GROUP HOLDING-SP ADR
$3.7M
0.0%
30,853 +9,272 +43.0% Added
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$3.2M
0.0%
430,365 −19,100 −4.2% Reduced
CEZ AS UNSPON ADR
$3.0M
0.0%
156,399 −17,746 −10.2% Reduced
WLMIY WILMAR INTERNATIONAL-UNS ADR
$2.7M
0.0%
86,544 −150 −0.2% Reduced
GXYYY GALAXY ENTERTAINMEN-UNSP ADR
$2.7M
0.0%
103,659 +2,200 +2.2% Added
SCBFY STANDARD CHARTERED- UNSP ADR
$2.7M
0.0%
216,586 Held
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR
$2.7M
0.0%
180,465 Held
SSL SASOL LTD-SPONSORED ADR
$2.5M
0.0%
153,043 Held
LNVGY LENOVO GROUP LTD-ADR
$2.5M
0.0%
107,424 Held
30294GBX HYUNDAI MOTOR-GDR
$2.4M
0.0%
26,847 Held
CICHY CHINA CONSTRUCT-UNSPON ADR
$1.7M
0.0%
123,360 Held
KB KB FINANCIAL GROUP INC-ADR
$1.5M
0.0%
33,522 Held
OTPIY OTP BANK NYRT-144A GDR
$1.5M
0.0%
58,286 Held
VTKLY VTECH HOLDINGS LTD-UNSP ADR
$1.1M
0.0%
139,730 Held
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$1.1M
0.0%
25,144 Held
RNRTY REUNERT LTD-UNSPONSORED ADR
$915K
0.0%
127,975 Held
ITUB ITAU UNIBANCO H-SPON PRF ADR
$842K
0.0%
224,429 Held
SMFG SUMITOMO MITSUI-SPONS ADR
$737K
0.0%
108,562 +90,408 +498.0% Added
ITRN ITURAN LOCATION AND CONTROL
$667K
0.0%
25,006 Held
VRTX VERTEX PHARMACEUTICALS INC
$638K
0.0%
2,905 +2,905 New
COR CENCORA INC
$616K
0.0%
4,633 −579 −11.1% Reduced
AIY ACTIVISION BLIZZARD INC
$605K
0.0%
9,097 +9,097 New
NOK NOKIA CORP-SPON ADR
$586K
0.0%
94,266 +27,516 +41.2% Added
BCS BARCLAYS PLC-SPONS ADR
$573K
0.0%
55,321 +55,321 New
REGN REGENERON PHARMACEUTICALS
$571K
0.0%
904 −73 −7.5% Reduced
UTHR UNITED THERAPEUTICS CORP
$559K
0.0%
2,587 −209 −7.5% Reduced
VMW* VMWARE INC-CLASS A
$559K
0.0%
4,822 +4,822 New
CHKP CHECK POINT SOFTWARE TECH
$546K
0.0%
4,681 −349 −6.9% Reduced
MRK MERCK & CO. INC.
$528K
0.0%
6,885 −734 −9.6% Reduced
CTXSEUR CITRIX SYSTEMS INC
$484K
0.0%
5,117 +5,117 New
LRCXEUR LAM RESEARCH CORP
$480K
0.0%
667 +667 New
CHRW C.H. ROBINSON WORLDWIDE INC
$472K
0.0%
4,388 −870 −16.5% Reduced
TMUS T-MOBILE US INC
$462K
0.0%
3,983 −348 −8.0% Reduced
META META PLATFORMS INC-CLASS A
$450K
0.0%
1,338 +5 +0.4% Added
DELL DELL TECHNOLOGIES -C
$428K
0.0%
7,618 +7,618 New
INTC INTEL CORP
$408K
0.0%
7,928 −1,115 −12.3% Reduced
DLTR DOLLAR TREE INC
$400K
0.0%
2,849 −327 −10.3% Reduced
HUM HUMANA INC
$391K
0.0%
844 −597 −41.4% Reduced
MMS MAXIMUS INC
$369K
0.0%
4,633 −433 −8.5% Reduced
EWT ISHARES MSCI TAIWAN ETF
$320K
0.0%
4,800 +4,800 New
HMC HONDA MOTOR CO LTD-SPONS ADR
$299K
0.0%
10,511 Held
DOV DOVER CORP
$252K
0.0%
1,388 Held
QRVO QORVO INC
$248K
0.0%
1,588 −24 −1.5% Reduced
GILD GILEAD SCIENCES INC
$247K
0.0%
3,404 −4,720 −58.1% Reduced
LPLA LPL FINANCIAL HOLDINGS INC
$235K
0.0%
1,465 +1,465 New
EXPD EXPEDITORS INTL WASH INC
$228K
0.0%
1,696 +1,696 New
SBNY SIGNATURE BANK
$223K
0.0%
689 +689 New
HPQ HP INC
$221K
0.0%
5,874 −351 −5.6% Reduced
AN AUTONATION INC
$220K
0.0%
1,882 +1,882 New
HNHPF HON HAI PRECISION-GDR REG S
$172K
0.0%
23,319 Held

Sold positions

7 closed in Q4 2021 · shares & value as of prior filing
Holding Shares sold Prior value
UNH UNITEDHEALTH GROUP INC
1,565 $612K
AZO AUTOZONE INC
315 $535K
ZD ZIFF DAVIS INC
3,342 $457K
NABL N-ABLE INC
29,690 $368K
INGR INGREDION INC
2,864 $255K
CACI CACI INTERNATIONAL INC -CL A
947 $248K
JAZZ JAZZ PHARMACEUTICALS PLC
1,562 $203K

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.