whalepapers
Overview/ Pzena Investment Management LLC/ Q4 2022

Pzena Investment Management LLC

Richard Pzena · As of Q4 2022 · filed Feb 3, 2023

Q4 2022

Holdings

180 positions · Δ vs prior quarter
GE GENERAL ELECTRIC
$1.11B
4.9%
13,202,922 −558,693 −4.1% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$992.7M
4.4%
17,357,679 +3,102,695 +21.8% Added
EIX EDISON INTERNATIONAL
$866.5M
3.8%
13,619,885 +201,583 +1.5% Added
LEA LEAR CORP
$851.5M
3.8%
6,865,532 +1,383 +0.0% Added
WAB WABTEC CORP
$778.9M
3.4%
7,803,373 −1,066,300 −12.0% Reduced
WFC WELLS FARGO & CO
$731.3M
3.2%
17,710,817 +375,214 +2.2% Added
C CITIGROUP INC
$730.6M
3.2%
16,153,249 +869,737 +5.7% Added
SSNC SS&C TECHNOLOGIES HOLDINGS
$657.8M
2.9%
12,635,958 +1,947,334 +18.2% Added
EQH EQUITABLE HOLDINGS INC
$648.8M
2.9%
22,605,769 −262,742 −1.1% Reduced
NWL NEWELL BRANDS INC
$619.5M
2.7%
47,361,679 +8,407,044 +21.6% Added
AIG AMERICAN INTERNATIONAL GROUP
$618.5M
2.7%
9,780,944 −1,021,048 −9.5% Reduced
NOV NOV INC
$617.7M
2.7%
29,568,913 −5,752,565 −16.3% Reduced
COF CAPITAL ONE FINANCIAL CORP
$555.2M
2.5%
5,972,255 +616,973 +11.5% Added
DOW DOW INC
$530.9M
2.3%
10,535,990 +3,024,868 +40.3% Added
PVH PVH CORP
$521.4M
2.3%
7,386,406 +11,620 +0.2% Added
HPE HEWLETT PACKARD ENTERPRISE
$469.0M
2.1%
29,386,268 −892,458 −2.9% Reduced
DOX AMDOCS LTD
$460.1M
2.0%
5,061,331 −559,450 −10.0% Reduced
FMS FRESENIUS MEDICAL CARE-ADR
$397.6M
1.8%
24,332,192 +11,209,015 +85.4% Added
AVT AVNET INC
$386.0M
1.7%
9,282,603 −58,182 −0.6% Reduced
MCK MCKESSON CORP
$365.2M
1.6%
973,538 −747,521 −43.4% Reduced
TCOM TRIP.COM GROUP LTD-ADR
$332.9M
1.5%
9,677,682 −499,085 −4.9% Reduced
SKAA SKECHERS USA INC-CL A
$315.6M
1.4%
7,522,541 −487,400 −6.1% Reduced
GIL GILDAN ACTIVEWEAR INC
$315.5M
1.4%
11,514,716 −644,218 −5.3% Reduced
BKNG BOOKING HOLDINGS INC
$313.2M
1.4%
155,403 +50,193 +47.7% Added
HAL HALLIBURTON CO
$310.6M
1.4%
7,893,885 −7,727,294 −49.5% Reduced
MET METLIFE INC
$308.4M
1.4%
4,261,945 −487,174 −10.3% Reduced
BAC BANK OF AMERICA CORP
$300.5M
1.3%
9,071,627 +6,024 +0.1% Added
AXS AXIS CAPITAL HOLDINGS LTD
$300.3M
1.3%
5,543,905 −378,756 −6.4% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$277.8M
1.2%
3,860,572 −131,559 −3.3% Reduced
NRG NRG ENERGY INC
$265.8M
1.2%
8,352,024 −8,252,613 −49.7% Reduced
JPM JPMORGAN CHASE & CO
$256.8M
1.1%
1,914,785 +2,307 +0.1% Added
VOYA VOYA FINANCIAL INC
$256.6M
1.1%
4,172,982 −320,570 −7.1% Reduced
MGA MAGNA INTERNATIONAL INC
$230.2M
1.0%
4,096,785 +4,096,785 New
MHK MOHAWK INDUSTRIES INC
$206.6M
0.9%
2,021,401 −6,168 −0.3% Reduced
CAH CARDINAL HEALTH INC
$195.8M
0.9%
2,547,552 −183,203 −6.7% Reduced
GS GOLDMAN SACHS GROUP INC
$186.9M
0.8%
544,422 −22,574 −4.0% Reduced
TEX TEREX CORP
$175.4M
0.8%
4,105,227 −231,166 −5.3% Reduced
CNO CNO FINANCIAL GROUP INC
$174.3M
0.8%
7,627,617 +761,752 +11.1% Added
ORCL ORACLE CORP
$167.1M
0.7%
2,043,729 −28,252 −1.4% Reduced
SHEL SHELL PLC-ADR
$156.6M
0.7%
2,750,063 −126,403 −4.4% Reduced
CI THE CIGNA GROUP
$142.8M
0.6%
431,116 +15,521 +3.7% Added
PFE PFIZER INC
$141.4M
0.6%
2,759,833 −109,519 −3.8% Reduced
OLN OLIN CORP
$139.1M
0.6%
2,627,751 −98,014 −3.6% Reduced
AMGN AMGEN INC
$133.8M
0.6%
509,626 +10,094 +2.0% Added
GAP GAP INC
$122.5M
0.5%
10,857,596 −880,567 −7.5% Reduced
AXTA AXALTA COATING SYSTEMS LTD
$118.4M
0.5%
4,646,839 −205,126 −4.2% Reduced
JNJ JOHNSON & JOHNSON
$112.0M
0.5%
634,004 −1,340 −0.2% Reduced
FLEX FLEX LTD
$108.5M
0.5%
5,055,347 −2,429,951 −32.5% Reduced
WED WEBSTER FINANCIAL CORP
$104.0M
0.5%
2,196,059 −52,892 −2.4% Reduced
EXMOC EXXON MOBIL CORP
$99.8M
0.4%
905,060 −1,159,626 −56.2% Reduced
ELV ELEVANCE HEALTH INC
$98.3M
0.4%
191,700 −292 −0.2% Reduced
FTI TECHNIPFMC PLC
$89.9M
0.4%
7,374,728 −18,993,002 −72.0% Reduced
EPAC ENERPAC TOOL GROUP CORP
$86.5M
0.4%
3,398,059 −474,186 −12.2% Reduced
GD GENERAL DYNAMICS CORP
$85.7M
0.4%
345,499 Held
JELD JELD-WEN HOLDING INC
$83.8M
0.4%
8,684,811 −111,298 −1.3% Reduced
BAP CREDICORP LTD
$81.4M
0.4%
600,199 +236,494 +65.0% Added
UBS UBS GROUP AG-REG
$81.3M
0.4%
4,356,997 −574,420 −11.6% Reduced
BDC BELDEN INC
$79.6M
0.4%
1,107,617 −221,812 −16.7% Reduced
DAN DANA INC
$78.8M
0.3%
5,207,116 −519,924 −9.1% Reduced
OEC ORION SA
$77.4M
0.3%
4,343,557 −193,756 −4.3% Reduced
GJB STEELCASE INC-CL A
$75.0M
0.3%
10,607,518 +1,353,472 +14.6% Added
MTZ MASTEC INC
$74.5M
0.3%
872,571 −26,238 −2.9% Reduced
ONB OLD NATIONAL BANCORP
$73.9M
0.3%
4,108,101 −199,986 −4.6% Reduced
ASB ASSOCIATED BANC-CORP
$71.8M
0.3%
3,110,151 −572,962 −15.6% Reduced
BIDU BAIDU INC - SPON ADR
$70.8M
0.3%
618,622 −131,161 −17.5% Reduced
CLSEUR CELESTICA INC
$69.7M
0.3%
6,188,544 −683,536 −9.9% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$66.9M
0.3%
830,512 +370,355 +80.5% Added
MS MORGAN STANLEY
$64.5M
0.3%
758,658 −4,855 −0.6% Reduced
37M MRC GLOBAL INC
$62.8M
0.3%
5,422,342 −56,832 −1.0% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$60.1M
0.3%
986,135 −73,521 −6.9% Reduced
UMPQUSD UMPQUA HOLDINGS CORP
$58.9M
0.3%
3,298,180 −152,226 −4.4% Reduced
KEY KEYCORP
$57.6M
0.3%
3,307,382 −73,809 −2.2% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$56.2M
0.2%
755,008 +308,603 +69.1% Added
RGA REINSURANCE GROUP OF AMERICA
$55.9M
0.2%
393,179 −51,909 −11.7% Reduced
TRS TRIMAS CORP
$53.7M
0.2%
1,934,414 +254,948 +15.2% Added
RF REGIONS FINANCIAL CORP
$52.7M
0.2%
2,446,181 −885,981 −26.6% Reduced
JNPR* JUNIPER NETWORKS INC
$51.9M
0.2%
1,624,538 Held
CBRE CBRE GROUP INC - A
$51.8M
0.2%
672,992 −2,147 −0.3% Reduced
DRH DIAMONDROCK HOSPITALITY CO
$51.7M
0.2%
6,313,155 −175,971 −2.7% Reduced
GMS1EUR GMS INC
$50.3M
0.2%
1,009,428 −43,231 −4.1% Reduced
WSFS WSFS FINANCIAL CORP
$49.8M
0.2%
1,098,216 −38,760 −3.4% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$48.9M
0.2%
1,891,939 +606,520 +47.2% Added
1RG REV GROUP INC
$48.4M
0.2%
3,833,025 −162,676 −4.1% Reduced
IVZ INVESCO LTD
$47.5M
0.2%
2,638,074 −47,068 −1.8% Reduced
ADNT ADIENT PLC
$46.9M
0.2%
1,352,640 +256,880 +23.4% Added
AELUSD AMERICAN EQUITY INVT LIFE HL
$45.5M
0.2%
997,069 +25,473 +2.6% Added
SCSC SCANSOURCE INC
$45.0M
0.2%
1,541,255 −47,021 −3.0% Reduced
FBIN FORTUNE BRANDS INNOVATIONS I
$44.7M
0.2%
782,473 +782,473 New
FITB FIFTH THIRD BANCORP
$43.9M
0.2%
1,339,388 −36,143 −2.6% Reduced
TBI TRUEBLUE INC
$43.2M
0.2%
2,205,832 −24,151 −1.1% Reduced
UVSP UNIVEST FINANCIAL CORP
$42.9M
0.2%
1,641,462 −55,536 −3.3% Reduced
HOPE HOPE BANCORP INC
$41.9M
0.2%
3,271,601 −30,322 −0.9% Reduced
AMERICAN WOODMARK CORPORATION
$41.0M
0.2%
838,198 −26,198 −3.0% Reduced
HSIC HENRY SCHEIN INC
$39.3M
0.2%
492,465 −12,473 −2.5% Reduced
FNF FIDELITY NATIONAL FINANCIAL
$39.3M
0.2%
1,043,473 +619,196 +145.9% Added
UVV UNIVERSAL CORP/VA
$38.5M
0.2%
728,489 −19,779 −2.6% Reduced
TXT TEXTRON INC
$38.2M
0.2%
538,918 −7,757 −1.4% Reduced
USNA USANA HEALTH SCIENCES INC
$38.1M
0.2%
716,881 −4,654 −0.6% Reduced
MSM MSC INDUSTRIAL DIRECT CO-A
$37.4M
0.2%
457,692 Held
IPG INTERPUBLIC GROUP OF COS INC
$37.0M
0.2%
1,109,575 +170,653 +18.2% Added
GL GLOBE LIFE INC
$31.6M
0.1%
261,898 +20,228 +8.4% Added
ABEV AMBEV SA-ADR
$31.0M
0.1%
11,397,027 +1,576,403 +16.1% Added
IBN ICICI BANK LTD-SPON ADR
$30.2M
0.1%
1,378,197 −204,081 −12.9% Reduced
HOFT HOOKER FURNISHINGS CORP
$29.8M
0.1%
1,593,354 −33,256 −2.0% Reduced
MOG/A MOOG INC-CLASS A
$28.9M
0.1%
329,574 −9,024 −2.7% Reduced
CSCO CISCO SYSTEMS INC
$28.0M
0.1%
588,508 Held
PAHC PHIBRO ANIMAL HEALTH CORP-A
$26.4M
0.1%
1,969,236 +47,513 +2.5% Added
ARW ARROW ELECTRONICS INC
$24.4M
0.1%
233,547 Held
VREX VAREX IMAGING CORP
$24.2M
0.1%
1,190,066 −58,735 −4.7% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$24.2M
0.1%
864,876 +137,460 +18.9% Added
MDU MDU RESOURCES GROUP INC
$23.7M
0.1%
781,895 Held
G GENPACT LTD
$23.4M
0.1%
505,174 Held
THNPY TECHNIP ENERGIES ADR - SPON
$19.2M
0.1%
1,230,659 −5,496 −0.4% Reduced
MPAA MOTORCAR PARTS OF AMERICA IN
$18.7M
0.1%
1,577,618 −259,305 −14.1% Reduced
VNO VORNADO REALTY TRUST
$14.9M
0.1%
717,193 Held
KOP KOPPERS HOLDINGS INC
$14.2M
0.1%
503,296 +69,596 +16.0% Added
SNA SNAP-ON INC
$12.8M
0.1%
56,187 Held
ETR ENTERGY CORP
$12.4M
0.1%
110,570 Held
VZ VERIZON COMMUNICATIONS INC
$9.2M
0.0%
232,535 +2,582 +1.1% Added
MBC MASTERBRAND INC
$5.9M
0.0%
779,649 +779,649 New
SSNHZ SAMSUNG ELECTR-GDR REG S
$4.8M
0.0%
4,398 +371 +9.2% Added
GXYYY GALAXY ENTERTAINMEN-UNSP ADR
$4.2M
0.0%
124,859 +17,200 +16.0% Added
PKX POSCO HOLDINGS INC -SPON ADR
$4.0M
0.0%
73,583 −11,315 −13.3% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$3.9M
0.0%
44,799 +5,615 +14.3% Added
HNHAY HON HAI PRECISIO-SP GDR 144A
$3.9M
0.0%
596,073 Held
SCBFY STANDARD CHARTERED- UNSP ADR
$3.6M
0.0%
242,119 +25,533 +11.8% Added
CIG CIA ENERGETICA DE-SPON ADR
$3.5M
0.0%
1,727,211 −15,262 −0.9% Reduced
PCFBY PACIFIC BASIN SHIP-UNSP ADR
$3.3M
0.0%
497,315 +184,300 +58.9% Added
SSL SASOL LTD-SPONSORED ADR
$3.1M
0.0%
200,285 +65,998 +49.1% Added
WLMIY WILMAR INTERNATIONAL-UNS ADR
$2.7M
0.0%
86,162 Held
LNVGY LENOVO GROUP LTD-ADR
$1.7M
0.0%
107,054 Held
ITUB ITAU UNIBANCO H-SPON PRF ADR
$1.6M
0.0%
343,744 Held
CICHY CHINA CONSTRUCT-UNSPON ADR
$1.5M
0.0%
123,360 Held
NOK NOKIA CORP-SPON ADR
$1.4M
0.0%
292,950 +178,844 +156.7% Added
TSCDY TESCO PLC-SPONSORED ADR
$1.3M
0.0%
163,264 +78,996 +93.7% Added
KB KB FINANCIAL GROUP INC-ADR
$1.3M
0.0%
33,522 Held
VWAPY VOLKSWAGEN AG-UNSP ADR PREF
$1.0M
0.0%
84,525 +41,822 +97.9% Added
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR
$917K
0.0%
180,465 Held
VTKLY VTECH HOLDINGS LTD-UNSP ADR
$883K
0.0%
139,730 Held
HALO HALOZYME THERAPEUTICS INC
$825K
0.0%
14,507 +14,507 New
TMUS T-MOBILE US INC
$824K
0.0%
5,885 +5,885 New
INGR INGREDION INC
$820K
0.0%
8,378 +8,378 New
TRV TRAVELERS COS INC
$816K
0.0%
4,354 +4,354 New
EXEL EXELIXIS INC
$812K
0.0%
50,647 +29,978 +145.0% Added
ING ING GROEP N.V.-SPONSORED ADR
$777K
0.0%
63,834 +63,834 New
LSTR LANDSTAR SYSTEM INC
$760K
0.0%
4,665 +3,116 +201.2% Added
META META PLATFORMS INC-CLASS A
$754K
0.0%
6,268 +2,890 +85.6% Added
BCS BARCLAYS PLC-SPONS ADR
$753K
0.0%
96,588 +40,283 +71.5% Added
CACI CACI INTERNATIONAL INC -CL A
$751K
0.0%
2,497 +1,557 +165.6% Added
LPLA LPL FINANCIAL HOLDINGS INC
$742K
0.0%
3,434 +1,362 +65.7% Added
DNFGY DONGFENG MOTOR GRP-H-UNS ADR
$707K
0.0%
24,640 −504 −2.0% Reduced
MT ARCELORMITTAL-NY REGISTERED
$679K
0.0%
25,891 +25,891 New
HSBC HSBC HOLDINGS PLC-SPONS ADR
$675K
0.0%
21,662 +21,662 New
BGUSD BUNGE LTD
$576K
0.0%
5,774 +5,774 New
ITRN ITURAN LOCATION AND CONTROL
$563K
0.0%
26,625 Held
CMCSA COMCAST CORP-CLASS A
$551K
0.0%
15,764 +4,254 +37.0% Added
SEB SEABOARD CORP
$536K
0.0%
142 +142 New
QRVO QORVO INC
$521K
0.0%
5,751 +1,506 +35.5% Added
PPLI PEOPLE INC
$498K
0.0%
11,207 +3,883 +53.0% Added
LABORATORY CORPORATION OF AMERICA HOLDINGS
$419K
0.0%
1,779 +1,779 New
ICLR ICON PLC
$403K
0.0%
2,077 +2,077 New
INTC INTEL CORP
$383K
0.0%
14,478 +3,846 +36.2% Added
NWG NATWEST GROUP PLC -SPON ADR
$377K
0.0%
58,431 +58,431 New
IPGP IPG PHOTONICS CORP
$362K
0.0%
3,825 −367 −8.8% Reduced
SIRIEUR SIRIUS XM HOLDINGS INC
$316K
0.0%
54,041 +33,326 +160.9% Added
MKL MARKEL GROUP INC
$296K
0.0%
225 +225 New
NVR NVR INC
$291K
0.0%
63 +63 New
SWKS SKYWORKS SOLUTIONS INC
$272K
0.0%
2,980 −362 −10.8% Reduced
EBAY EBAY INC
$257K
0.0%
6,207 +6,207 New
OMC OMNICOM GROUP
$229K
0.0%
2,804 +2,804 New
BKR BAKER HUGHES CO
$225K
0.0%
7,613 −46,641 −86.0% Reduced
HLI HOULIHAN LOKEY INC
$223K
0.0%
2,561 +2,561 New
SMFG SUMITOMO MITSUI-SPONS ADR
$218K
0.0%
27,154 +27,154 New
DELL DELL TECHNOLOGIES -C
$200K
0.0%
4,979 −2,639 −34.6% Reduced
F FORD MOTOR CO
$174K
0.0%
14,961 Held
DVA DAVITA INC
$172K
0.0%
2,298 +2,298 New
HMC HONDA MOTOR CO LTD-SPONS ADR
$149K
0.0%
6,511 +6,511 New
VOD VODAFONE GROUP PLC-SP ADR
$132K
0.0%
13,056 +13,056 New
CREDIT SUISSE GROUP AG SPON ADR
$115K
0.0%
37,862 +37,862 New
LUKOY LUKOIL PJSC-SPON ADR
$454
0.0%
45,362 Held

Sold positions

20 closed in Q4 2022 · shares & value as of prior filing
Holding Shares sold Prior value
R RYDER SYSTEM INC
341,544 $25.8M
SMCIUSD SUPER MICRO COMPUTER INC
396,954 $21.9M
VFC VF CORP
458,387 $13.7M
30294GBX HYUNDAI MOTOR-GDR
26,847 $1.7M
VAL 8.25 04/30/28 1145 VALARIS LTD
1,000,000 $979K
LTMCI 7 03/01/26 REGS LATAM FINANCE LTD
1,000,000 $971K
CEZ AS UNSPON ADR
48,389 $830K
BIIB BIOGEN INC
2,384 $637K
RNRTY REUNERT LTD-UNSPONSORED ADR
127,975 $617K
MEDP MEDPACE HOLDINGS INC
3,870 $608K
MRK MERCK & CO. INC.
6,425 $553K
REGN REGENERON PHARMACEUTICALS
794 $547K
COR CENCORA INC
3,878 $525K
HUM HUMANA INC
844 $410K
LRCXEUR LAM RESEARCH CORP
879 $322K
WSM WILLIAMS-SONOMA INC
2,718 $320K
DGX QUEST DIAGNOSTICS INC
1,966 $241K
PLTK PLAYTIKA HOLDING CORP
23,178 $218K
2676403D NEXTIER OILFIELD SOLUTIONS I
22,331 $165K
HNHPF HON HAI PRECISION-GDR REG S
23,319 $148K

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.