whalepapers
Overview/ Pzena Investment Management LLC/ Q4 2023

Pzena Investment Management LLC

Richard Pzena · As of Q4 2023 · filed Feb 9, 2024

Q4 2023

Holdings

164 positions · Δ vs prior quarter
CTSH COGNIZANT TECH SOLUTIONS-A
$1.31B
4.9%
17,365,198 −112,713 −0.6% Reduced
DOW DOW INC
$1.02B
3.8%
18,560,356 +329,676 +1.8% Added
COF CAPITAL ONE FINANCIAL CORP
$1.02B
3.8%
7,751,043 +124,055 +1.6% Added
MGA MAGNA INTERNATIONAL INC
$1.01B
3.8%
12,876,813 +3,065,804 +31.2% Added
EIX EDISON INTERNATIONAL
$950.8M
3.6%
13,299,621 −17,266 −0.1% Reduced
BAX BAXTER INTERNATIONAL INC
$938.3M
3.5%
24,270,170 +18,548,514 +324.2% Added
EQH EQUITABLE HOLDINGS INC
$884.7M
3.3%
26,568,063 −334,497 −1.2% Reduced
WFC WELLS FARGO & CO
$884.6M
3.3%
17,971,719 −297,599 −1.6% Reduced
SSNC SS&C TECHNOLOGIES HOLDINGS
$884.4M
3.3%
14,472,892 +243,444 +1.7% Added
LEA LEAR CORP
$883.1M
3.3%
6,253,857 −261,513 −4.0% Reduced
C CITIGROUP INC
$866.8M
3.3%
16,850,636 +223,206 +1.3% Added
UBS UBS GROUP AG-REG
$786.8M
3.0%
30,145,113 +24,027,505 +392.8% Added
PVH PVH CORP
$774.9M
2.9%
6,345,668 −625,027 −9.0% Reduced
BAC BANK OF AMERICA CORP
$690.6M
2.6%
20,510,906 +1,080,764 +5.6% Added
MET METLIFE INC
$668.7M
2.5%
10,112,602 +3,610 +0.0% Added
NOV NOV INC
$631.2M
2.4%
31,126,144 −3,487,853 −10.1% Reduced
MDT MEDTRONIC PLC
$617.9M
2.3%
7,500,562 +1,769,985 +30.9% Added
WAB WABTEC CORP
$577.6M
2.2%
4,551,240 −2,946,836 −39.3% Reduced
CHTR CHARTER COMMUNICATIONS INC-A
$563.4M
2.1%
1,449,425 −9,723 −0.7% Reduced
NWL NEWELL BRANDS INC
$469.6M
1.8%
54,096,768 −699,463 −1.3% Reduced
AVT AVNET INC
$435.1M
1.6%
8,632,817 −97,443 −1.1% Reduced
DOX AMDOCS LTD
$372.6M
1.4%
4,239,513 +195,626 +4.8% Added
TEL1USD TE CONNECTIVITY LTD
$359.7M
1.4%
2,560,162 +203,548 +8.6% Added
FMS FRESENIUS MEDICAL CARE-ADR
$338.9M
1.3%
16,267,492 −21,442 −0.1% Reduced
GIL GILDAN ACTIVEWEAR INC
$317.4M
1.2%
9,602,146 −1,394,392 −12.7% Reduced
TSN TYSON FOODS INC-CL A
$316.5M
1.2%
5,887,724 +446,904 +8.2% Added
SWKS SKYWORKS SOLUTIONS INC
$302.3M
1.1%
2,689,100 +2,689,100 New
JPM JPMORGAN CHASE & CO
$300.8M
1.1%
1,768,274 −14,331 −0.8% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$287.0M
1.1%
5,592,816 +668,622 +13.6% Added
GPN GLOBAL PAYMENTS INC
$278.4M
1.0%
2,192,227 +477,390 +27.8% Added
VOYA VOYA FINANCIAL INC
$275.9M
1.0%
3,781,018 −31,455 −0.8% Reduced
SHEL SHELL PLC-ADR
$256.5M
1.0%
3,898,091 −41,648 −1.1% Reduced
CNO CNO FINANCIAL GROUP INC
$194.8M
0.7%
6,982,684 −271,906 −3.7% Reduced
GS GOLDMAN SACHS GROUP INC
$182.4M
0.7%
472,849 −2,081 −0.4% Reduced
NOK NOKIA CORP-SPON ADR
$178.9M
0.7%
52,313,442 +9,522,186 +22.3% Added
CI THE CIGNA GROUP
$163.0M
0.6%
544,326 −15,873 −2.8% Reduced
GE GENERAL ELECTRIC
$161.6M
0.6%
1,266,075 −3,429,221 −73.0% Reduced
DIS WALT DISNEY CO
$158.3M
0.6%
1,752,900 +717,484 +69.3% Added
OLN OLIN CORP
$156.6M
0.6%
2,902,685 −37,973 −1.3% Reduced
MHK MOHAWK INDUSTRIES INC
$156.2M
0.6%
1,509,564 +848 +0.1% Added
JELD JELD-WEN HOLDING INC
$138.7M
0.5%
7,347,195 −288,645 −3.8% Reduced
BAP CREDICORP LTD
$134.7M
0.5%
898,597 −138,158 −13.3% Reduced
LDOS LEIDOS HOLDINGS INC
$123.9M
0.5%
1,145,120 −101,648 −8.2% Reduced
CAH CARDINAL HEALTH INC
$117.0M
0.4%
1,160,629 −558,043 −32.5% Reduced
GAP GAP INC
$116.6M
0.4%
5,577,338 −7,616,488 −57.7% Reduced
AXTA AXALTA COATING SYSTEMS LTD
$115.6M
0.4%
3,402,995 −422,565 −11.0% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$115.4M
0.4%
1,703,682 −1,029,530 −37.7% Reduced
GJB STEELCASE INC-CL A
$106.0M
0.4%
7,843,245 −2,026,798 −20.5% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$103.9M
0.4%
1,876,890 −56,100 −2.9% Reduced
WED WEBSTER FINANCIAL CORP
$101.4M
0.4%
1,998,370 −77,351 −3.7% Reduced
JNJ JOHNSON & JOHNSON
$99.9M
0.4%
637,662 +3,645 +0.6% Added
TCOM TRIP.COM GROUP LTD-ADR
$97.7M
0.4%
2,711,810 −1,330,509 −32.9% Reduced
ELV ELEVANCE HEALTH INC
$91.3M
0.3%
193,550 +722 +0.4% Added
GD GENERAL DYNAMICS CORP
$89.5M
0.3%
344,778 Held
DRH DIAMONDROCK HOSPITALITY CO
$88.6M
0.3%
9,438,182 −281,973 −2.9% Reduced
AYI ACUITY INC
$87.2M
0.3%
425,541 −14,136 −3.2% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$86.2M
0.3%
1,080,699 −28,908 −2.6% Reduced
REZI RESIDEO TECHNOLOGIES INC
$85.2M
0.3%
4,525,158 −290,445 −6.0% Reduced
OEC ORION SA
$84.3M
0.3%
3,040,651 −244,172 −7.4% Reduced
AAP ADVANCE AUTO PARTS INC
$79.3M
0.3%
1,299,164 −21,803 −1.7% Reduced
PFE PFIZER INC
$78.4M
0.3%
2,723,445 +4,315 +0.2% Added
37M MRC GLOBAL INC
$77.1M
0.3%
7,001,859 −446,311 −6.0% Reduced
HAL HALLIBURTON CO
$76.4M
0.3%
2,113,066 −1,454,780 −40.8% Reduced
SCSC SCANSOURCE INC
$75.0M
0.3%
1,893,151 +89,103 +4.9% Added
UVV UNIVERSAL CORP/VA
$73.2M
0.3%
1,087,062 −30,401 −2.7% Reduced
BDC BELDEN INC
$70.7M
0.3%
914,924 +224,486 +32.5% Added
MS MORGAN STANLEY
$69.9M
0.3%
749,791 +545 +0.1% Added
ADNT ADIENT PLC
$66.1M
0.2%
1,817,382 +270,455 +17.5% Added
CVS CVS HEALTH CORP
$65.1M
0.2%
824,250 +824,250 New
TRS TRIMAS CORP
$64.7M
0.2%
2,552,767 −17,427 −0.7% Reduced
CBRE CBRE GROUP INC - A
$62.6M
0.2%
672,242 +351 +0.1% Added
HSIC HENRY SCHEIN INC
$61.3M
0.2%
809,558 +307,934 +61.4% Added
ASB ASSOCIATED BANC-CORP
$60.5M
0.2%
2,826,786 −120,968 −4.1% Reduced
ONB OLD NATIONAL BANCORP
$60.4M
0.2%
3,573,865 −250,218 −6.5% Reduced
EXMOC EXXON MOBIL CORP
$59.7M
0.2%
596,980 −305,669 −33.9% Reduced
GL GLOBE LIFE INC
$58.3M
0.2%
478,750 −2,729 −0.6% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$57.9M
0.2%
556,799 −265,738 −32.3% Reduced
AMERICAN WOODMARK CORPORATIO
$57.4M
0.2%
618,442 −61,290 −9.0% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$55.1M
0.2%
650,500 −141,305 −17.8% Reduced
FNF FIDELITY NATIONAL FINANCIAL
$54.9M
0.2%
1,076,590 −24,177 −2.2% Reduced
GMS1EUR GMS INC
$54.9M
0.2%
666,161 −34,145 −4.9% Reduced
DAN DANA INC
$53.6M
0.2%
3,667,248 −239,964 −6.1% Reduced
KFY KORN FERRY
$53.3M
0.2%
898,130 +898,130 New
COLB COLUMBIA BANKING SYSTEM INC
$50.5M
0.2%
1,892,764 +8,524 +0.5% Added
MBC MASTERBRAND INC
$50.4M
0.2%
3,394,286 −196,200 −5.5% Reduced
RGA REINSURANCE GROUP OF AMERICA
$49.8M
0.2%
307,981 −13,891 −4.3% Reduced
UHS UNIVERSAL HEALTH SERVICES-B
$49.2M
0.2%
322,831 +322,831 New
TBI TRUEBLUE INC
$47.4M
0.2%
3,092,337 +661,496 +27.2% Added
MSM MSC INDUSTRIAL DIRECT CO-A
$46.8M
0.2%
461,966 Held
FITB FIFTH THIRD BANCORP
$46.4M
0.2%
1,346,164 −15,139 −1.1% Reduced
WSFS WSFS FINANCIAL CORP
$46.1M
0.2%
1,003,447 −40,549 −3.9% Reduced
1RG REV GROUP INC
$45.6M
0.2%
2,510,881 −961,061 −27.7% Reduced
MCK MCKESSON CORP
$45.4M
0.2%
98,163 −756 −0.8% Reduced
TILE INTERFACE INC
$44.0M
0.2%
3,490,324 −124,048 −3.4% Reduced
USNA USANA HEALTH SCIENCES INC
$40.8M
0.2%
761,615 −25,824 −3.3% Reduced
ABEV AMBEV SA-ADR
$39.8M
0.1%
14,227,442 −105,043 −0.7% Reduced
HOFT HOOKER FURNISHINGS CORP
$37.2M
0.1%
1,426,039 −67,908 −4.5% Reduced
RF REGIONS FINANCIAL CORP
$36.8M
0.1%
1,899,232 Held
JNPR* JUNIPER NETWORKS INC
$36.3M
0.1%
1,232,131 −392,407 −24.2% Reduced
CRBG COREBRIDGE FINANCIAL INC
$34.4M
0.1%
1,590,098 +1,412,040 +793.0% Added
UVSP UNIVEST FINANCIAL CORP
$32.1M
0.1%
1,458,921 −77,202 −5.0% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$30.7M
0.1%
815,313 −27,126 −3.2% Reduced
CSCO CISCO SYSTEMS INC
$29.5M
0.1%
583,559 +3,594 +0.6% Added
SKAA SKECHERS USA INC-CL A
$29.3M
0.1%
469,476 −2,295,729 −83.0% Reduced
BIDU BAIDU INC - SPON ADR
$29.1M
0.1%
244,291 −22,669 −8.5% Reduced
ARW ARROW ELECTRONICS INC
$29.0M
0.1%
236,971 Held
CNXC CONCENTRIX CORP
$28.7M
0.1%
292,592 +292,592 New
FLEX FLEX LTD
$28.7M
0.1%
941,135 −2,226,628 −70.3% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$28.1M
0.1%
503,490 −304,905 −37.7% Reduced
KOP KOPPERS HOLDINGS INC
$27.3M
0.1%
532,573 −30,985 −5.5% Reduced
GCO GENESCO INC
$26.9M
0.1%
765,354 −41,377 −5.1% Reduced
BFH BREAD FINANCIAL HOLDINGS INC
$26.6M
0.1%
807,557 +99,029 +14.0% Added
SHG SHINHAN FINANCIAL GROUP-ADR
$26.5M
0.1%
860,127 +830 +0.1% Added
RHI ROBERT HALF INC
$26.4M
0.1%
300,486 +300,486 New
FBIN FORTUNE BRANDS INNOVATIONS I
$25.6M
0.1%
335,735 −242,953 −42.0% Reduced
KEY KEYCORP
$25.4M
0.1%
1,764,419 +34,433 +2.0% Added
CMA COMERICA INC
$24.2M
0.1%
433,997 Held
ZTO ZTO EXPRESS CAYMAN INC-ADR
$23.3M
0.1%
1,094,972 +34,203 +3.2% Added
PAHC PHIBRO ANIMAL HEALTH CORP-A
$23.0M
0.1%
1,989,558 −79,428 −3.8% Reduced
VREX VAREX IMAGING CORP
$22.1M
0.1%
1,076,535 −37,523 −3.4% Reduced
IVZ INVESCO LTD
$20.0M
0.1%
1,120,370 −36,201 −3.1% Reduced
HDB HDFC BANK LTD-ADR
$19.0M
0.1%
283,583 +283,583 New
G GENPACT LTD
$17.5M
0.1%
505,310 Held
MDU MDU RESOURCES GROUP INC
$15.7M
0.1%
795,335 Held
MTZ MASTEC INC
$15.3M
0.1%
201,777 Held
MMI MARCUS & MILLICHAP INC
$12.2M
0.0%
278,306 +252,394 +974.0% Added
ORCL ORACLE CORP
$12.1M
0.0%
115,138 −547,480 −82.6% Reduced
ETR ENTERGY CORP
$11.2M
0.0%
110,648 Held
IBN ICICI BANK LTD-SPON ADR
$8.7M
0.0%
365,168 −789,293 −68.4% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$4.9M
0.0%
62,926 +20,083 +46.9% Added
CIG CIA ENERGETICA DE-SPON ADR
$2.8M
0.0%
1,208,196 −98,300 −7.5% Reduced
PBR/A PETROLEO BRASIL-SP PREF ADR
$2.6M
0.0%
167,994 −709 −0.4% Reduced
SSL SASOL LTD-SPONSORED ADR
$2.3M
0.0%
230,453 −352 −0.2% Reduced
VALE VALE SA-SP ADR
$2.1M
0.0%
132,495 +132,495 New
NATURA &CO HLDG S A
$1.6M
0.0%
233,434 Held
ITUB ITAU UNIBANCO H-SPON PRF ADR
$1.6M
0.0%
229,723 −40,339 −14.9% Reduced
KB KB FINANCIAL GROUP INC-ADR
$1.3M
0.0%
31,901 −2,340 −6.8% Reduced
ACWX ISHARES MSCI ACWI EX US ETF
$980K
0.0%
19,209 +19,209 New
PHG KONINKLIJKE PHILIPS NVR- NY
$821K
0.0%
35,186 Held
ING ING GROEP N.V.-SPONSORED ADR
$802K
0.0%
53,418 Held
BCS BARCLAYS PLC-SPONS ADR
$802K
0.0%
101,786 Held
HSBC HSBC HOLDINGS PLC-SPONS ADR
$695K
0.0%
17,135 Held
MT ARCELORMITTAL-NY REGISTERED
$686K
0.0%
24,162 Held
DVA DAVITA INC
$599K
0.0%
5,717 +5,717 New
ITRN ITURAN LOCATION AND CONTROL
$597K
0.0%
21,907 −3,581 −14.0% Reduced
TMUS T-MOBILE US INC
$505K
0.0%
3,152 −86 −2.7% Reduced
GILD GILEAD SCIENCES INC
$476K
0.0%
5,871 −130 −2.2% Reduced
TRV TRAVELERS COS INC
$458K
0.0%
2,406 +59 +2.5% Added
EXEL EXELIXIS INC
$455K
0.0%
18,979 −3,048 −13.8% Reduced
INGR INGREDION INC
$451K
0.0%
4,152 −87 −2.1% Reduced
HUM HUMANA INC
$448K
0.0%
979 +179 +22.4% Added
UTHR UNITED THERAPEUTICS CORP
$445K
0.0%
2,022 +159 +8.5% Added
ACGL ARCH CAPITAL GROUP LTD
$443K
0.0%
5,971 +2,849 +91.3% Added
ULTA ULTA BEAUTY INC
$433K
0.0%
884 −16 −1.8% Reduced
JD JD.COM INC-ADR
$432K
0.0%
14,965 +14,965 New
NWG NATWEST GROUP PLC -SPON ADR
$397K
0.0%
70,432 +21,524 +44.0% Added
MKL MARKEL GROUP INC
$322K
0.0%
227 +74 +48.4% Added
DELL DELL TECHNOLOGIES -C
$295K
0.0%
3,860 +3,860 New
LPLA LPL FINANCIAL HOLDINGS INC
$270K
0.0%
1,187 −90 −7.0% Reduced
QRVO QORVO INC
$256K
0.0%
2,272 −261 −10.3% Reduced
DLTR DOLLAR TREE INC
$240K
0.0%
1,692 +1,692 New
CMCSA COMCAST CORP-CLASS A
$228K
0.0%
5,200 −161 −3.0% Reduced
SMFG SUMITOMO MITSUI-SPONS ADR
$224K
0.0%
23,154 Held
VOD VODAFONE GROUP PLC-SP ADR
$104K
0.0%
11,936 −451 −3.6% Reduced

Sold positions

9 closed in Q4 2023 · shares & value as of prior filing
Holding Shares sold Prior value
BKNG BOOKING HOLDINGS INC
68,289 $210.6M
HPE HEWLETT PACKARD ENTERPRISE
4,091,921 $71.1M
AMGN AMGEN INC
235,266 $63.2M
TEX TEREX CORP
445,047 $25.6M
AGIIGBP ARGO GROUP INTERNATIONAL
503,236 $15.0M
VZ VERIZON COMMUNICATIONS INC
230,539 $7.5M
CLSEUR CELESTICA INC
215,920 $5.3M
DBX DROPBOX INC-CLASS A
17,000 $463K
SEB SEABOARD CORP
78 $293K

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.