whalepapers
Overview/ Pzena Investment Management LLC/ Q4 2024

Pzena Investment Management LLC

Richard Pzena · As of Q4 2024 · filed Feb 7, 2025

Q4 2024

Holdings

152 positions · Δ vs prior quarter
MGA MAGNA INTERNATIONAL INC
$1.62B
5.5%
27,005,596 +683,243 +2.6% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$1.36B
4.6%
17,666,002 −943,586 −5.1% Reduced
COF CAPITAL ONE FINANCIAL CORP
$1.10B
3.7%
6,167,716 −771,836 −11.1% Reduced
BAX BAXTER INTERNATIONAL INC
$980.9M
3.3%
33,638,296 +1,416,094 +4.4% Added
WFC WELLS FARGO & CO
$971.0M
3.3%
13,824,242 −1,797,975 −11.5% Reduced
C CITIGROUP INC
$966.7M
3.3%
13,734,181 −1,392,384 −9.2% Reduced
CHTR CHARTER COMMUNICATIONS INC-A
$962.1M
3.3%
2,806,973 −206,247 −6.8% Reduced
GPN GLOBAL PAYMENTS INC
$930.0M
3.2%
8,298,846 +1,659,984 +25.0% Added
HUM HUMANA INC
$915.7M
3.1%
3,609,382 +1,103,132 +44.0% Added
DG DOLLAR GENERAL CORP
$892.2M
3.0%
11,767,336 +1,528,450 +14.9% Added
CVS CVS HEALTH CORP
$880.3M
3.0%
19,610,579 +6,475,271 +49.3% Added
SSNC SS&C TECHNOLOGIES HOLDINGS
$875.9M
3.0%
11,559,007 −1,104,896 −8.7% Reduced
UBS UBS GROUP AG-REG
$820.5M
2.8%
29,590,323 −1,212,143 −3.9% Reduced
DOW DOW INC
$754.2M
2.6%
18,792,963 −158,908 −0.8% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$752.3M
2.6%
13,301,299 −900,447 −6.3% Reduced
BAC BANK OF AMERICA CORP
$730.1M
2.5%
16,612,322 −2,870,579 −14.7% Reduced
LEA LEAR CORP
$727.2M
2.5%
7,679,092 −35,561 −0.5% Reduced
MET METLIFE INC
$720.8M
2.5%
8,803,671 −832,905 −8.6% Reduced
TSN TYSON FOODS INC-CL A
$688.8M
2.3%
11,992,302 −551,479 −4.4% Reduced
MDT MEDTRONIC PLC
$656.2M
2.2%
8,215,017 −367,976 −4.3% Reduced
NOV NOV INC
$605.3M
2.1%
41,458,393 −1,568,713 −3.6% Reduced
PVH PVH CORP
$566.2M
1.9%
5,354,266 −301,740 −5.3% Reduced
DOX AMDOCS LTD
$564.9M
1.9%
6,634,549 +270,810 +4.3% Added
SWKS SKYWORKS SOLUTIONS INC
$499.3M
1.7%
5,630,049 +1,536,289 +37.5% Added
NWL NEWELL BRANDS INC
$488.1M
1.7%
49,010,425 −3,456,287 −6.6% Reduced
EIX EDISON INTERNATIONAL
$429.1M
1.5%
5,374,322 −3,888,326 −42.0% Reduced
EQH EQUITABLE HOLDINGS INC
$386.4M
1.3%
8,191,328 −8,240,811 −50.2% Reduced
AVT AVNET INC
$380.3M
1.3%
7,269,195 −1,004,973 −12.1% Reduced
NOK NOKIA CORP-SPON ADR
$371.4M
1.3%
83,842,975 −6,942,985 −7.6% Reduced
TEL TE CONNECTIVITY PLC
$349.1M
1.2%
2,441,504 −173,489 −6.6% Reduced
FMS FRESENIUS MEDICAL CARE-ADR
$346.0M
1.2%
15,283,025 −932,644 −5.8% Reduced
DAL DELTA AIR LINES INC
$298.4M
1.0%
4,932,270 −604,370 −10.9% Reduced
VOYA VOYA FINANCIAL INC
$245.5M
0.8%
3,567,103 −114,131 −3.1% Reduced
SHEL SHELL PLC-ADR
$224.1M
0.8%
3,577,175 −122,342 −3.3% Reduced
BAP CREDICORP LTD
$198.1M
0.7%
1,080,579 +53,746 +5.2% Added
PFE PFIZER INC
$184.4M
0.6%
6,951,579 −330,130 −4.5% Reduced
AAP ADVANCE AUTO PARTS INC
$154.7M
0.5%
3,270,897 +362,239 +12.5% Added
ZTO ZTO EXPRESS CAYMAN INC-ADR
$153.7M
0.5%
7,860,285 +820,686 +11.7% Added
JPM JPMORGAN CHASE & CO
$147.8M
0.5%
616,767 −267,583 −30.3% Reduced
CRBG COREBRIDGE FINANCIAL INC
$138.8M
0.5%
4,638,455 +3,202,145 +222.9% Added
CI THE CIGNA GROUP
$135.7M
0.5%
491,459 −50,319 −9.3% Reduced
MHK MOHAWK INDUSTRIES INC
$129.6M
0.4%
1,088,268 +792 +0.1% Added
OLN OLIN CORP
$125.4M
0.4%
3,709,611 +256,903 +7.4% Added
CNO CNO FINANCIAL GROUP INC
$118.3M
0.4%
3,179,386 −1,398,504 −30.5% Reduced
SPB SPECTRUM BRANDS HOLDINGS INC
$112.7M
0.4%
1,333,345 +22,484 +1.7% Added
CSCO CISCO SYSTEMS INC
$109.9M
0.4%
1,857,059 −371,505 −16.7% Reduced
GL GLOBE LIFE INC
$107.1M
0.4%
960,216 −48,516 −4.8% Reduced
KSPI JSC KASPI.KZ ADR
$106.7M
0.4%
1,126,704 +60,059 +5.6% Added
CNXC CONCENTRIX CORP
$101.7M
0.3%
2,349,599 +880,960 +60.0% Added
MS MORGAN STANLEY
$94.2M
0.3%
748,984 −1,204 −0.2% Reduced
JELD JELD-WEN HOLDING INC
$91.4M
0.3%
11,165,246 +1,583,238 +16.5% Added
WED WEBSTER FINANCIAL CORP
$88.4M
0.3%
1,600,928 −125,611 −7.3% Reduced
HUN HUNTSMAN CORP
$84.7M
0.3%
4,695,678 +3,578,100 +320.2% Added
DRH DIAMONDROCK HOSPITALITY CO
$77.7M
0.3%
8,600,791 −552,227 −6.0% Reduced
GS GOLDMAN SACHS GROUP INC
$76.4M
0.3%
133,409 −268,930 −66.8% Reduced
37M MRC GLOBAL INC
$74.5M
0.3%
5,825,650 +54,859 +1.0% Added
RHI ROBERT HALF INC
$71.9M
0.2%
1,020,340 −7,343 −0.7% Reduced
ELV ELEVANCE HEALTH INC
$71.6M
0.2%
193,997 +1,629 +0.8% Added
GD GENERAL DYNAMICS CORP
$71.3M
0.2%
270,775 +268 +0.1% Added
UHS UNIVERSAL HEALTH SERVICES-B
$70.7M
0.2%
394,274 −11,675 −2.9% Reduced
HSIC HENRY SCHEIN INC
$68.0M
0.2%
983,313 −3,154 −0.3% Reduced
KFY KORN FERRY
$67.6M
0.2%
1,001,715 −20,497 −2.0% Reduced
EXMOC EXXON MOBIL CORP
$64.2M
0.2%
596,389 +1,673 +0.3% Added
GJB STEELCASE INC-CL A
$63.5M
0.2%
5,373,342 +133,893 +2.6% Added
ONB OLD NATIONAL BANCORP
$63.3M
0.2%
2,915,148 −68,580 −2.3% Reduced
WAB WABTEC CORP
$63.1M
0.2%
332,745 +447 +0.1% Added
ADNT ADIENT PLC
$62.5M
0.2%
3,629,452 +803,961 +28.5% Added
REZI RESIDEO TECHNOLOGIES INC
$61.6M
0.2%
2,672,191 −350,180 −11.6% Reduced
MBUU MALIBU BOATS INC - A
$57.3M
0.2%
1,523,353 −31,978 −2.1% Reduced
VREX VAREX IMAGING CORP
$55.6M
0.2%
3,813,905 −76,974 −2.0% Reduced
OEC ORION SA
$52.3M
0.2%
3,312,290 −335,695 −9.2% Reduced
TRS TRIMAS CORP
$52.1M
0.2%
2,120,612 −21,935 −1.0% Reduced
CBRE CBRE GROUP INC - A
$51.9M
0.2%
395,439 −32 −0.0% Reduced
UVV UNIVERSAL CORP/VA
$50.2M
0.2%
915,380 −13,490 −1.5% Reduced
G GENPACT LTD
$50.0M
0.2%
1,163,859 −11 −0.0% Reduced
GCO GENESCO INC
$44.8M
0.2%
1,047,673 −170,185 −14.0% Reduced
RF REGIONS FINANCIAL CORP
$44.7M
0.2%
1,899,232 Held
BFH BREAD FINANCIAL HOLDINGS INC
$44.1M
0.2%
722,139 −158,688 −18.0% Reduced
ABM ABM INDUSTRIES INC
$43.5M
0.1%
850,914 +156,450 +22.5% Added
ASB ASSOCIATED BANC-CORP
$43.0M
0.1%
1,798,807 −663,044 −26.9% Reduced
HELE HELEN OF TROY LTD
$42.2M
0.1%
705,711 +124,269 +21.4% Added
HAL HALLIBURTON CO
$42.1M
0.1%
1,547,656 +5,650 +0.4% Added
WSFS WSFS FINANCIAL CORP
$42.0M
0.1%
790,584 −25,886 −3.2% Reduced
MBC MASTERBRAND INC
$41.6M
0.1%
2,847,885 +9,169 +0.3% Added
FITB FIFTH THIRD BANCORP
$41.5M
0.1%
982,110 −181,796 −15.6% Reduced
WCC WESCO INTERNATIONAL INC
$41.4M
0.1%
228,819 Held
PLOW DOUGLAS DYNAMICS INC
$39.7M
0.1%
1,679,041 +54,221 +3.3% Added
USNA USANA HEALTH SCIENCES INC
$39.0M
0.1%
1,087,076 +37,466 +3.6% Added
AMERICAN WOODMARK CORPORATIO
$38.9M
0.1%
489,517 +5,955 +1.2% Added
COLB COLUMBIA BANKING SYSTEM INC
$38.6M
0.1%
1,429,054 −796,710 −35.8% Reduced
MCK MCKESSON CORP
$38.2M
0.1%
67,079 Held
HR HEALTHCARE REALTY TRUST INC
$37.7M
0.1%
2,225,789 +359 +0.0% Added
SPARUSD SHYFT GROUP INC
$35.9M
0.1%
3,054,738 −44,884 −1.4% Reduced
DAN DANA INC
$35.8M
0.1%
3,098,537 −351,274 −10.2% Reduced
SHG SHINHAN FINANCIAL GROUP-ADR
$35.3M
0.1%
1,074,051 +829 +0.1% Added
SYU1 SYNOVUS FINANCIAL CORP
$34.9M
0.1%
682,112 −29,357 −4.1% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$34.6M
0.1%
475,820 +614 +0.1% Added
MSM MSC INDUSTRIAL DIRECT CO-A
$34.5M
0.1%
461,931 Held
UVSP UNIVEST FINANCIAL CORP
$33.9M
0.1%
1,149,117 −40,631 −3.4% Reduced
JNJ JOHNSON & JOHNSON
$33.1M
0.1%
228,980 −362 −0.2% Reduced
HDB HDFC BANK LTD-ADR
$32.5M
0.1%
509,664 +198,928 +64.0% Added
LDOS LEIDOS HOLDINGS INC
$32.3M
0.1%
223,876 −279,004 −55.5% Reduced
CHRW C.H. ROBINSON WORLDWIDE INC
$31.5M
0.1%
305,333 −159,694 −34.3% Reduced
KOP KOPPERS HOLDINGS INC
$29.4M
0.1%
908,772 +138,603 +18.0% Added
KEY KEYCORP
$29.0M
0.1%
1,689,212 −56,774 −3.3% Reduced
FMC FMC CORP
$28.1M
0.1%
577,962 +2,668 +0.5% Added
PAHC PHIBRO ANIMAL HEALTH CORP-A
$27.4M
0.1%
1,302,780 −158,020 −10.8% Reduced
BIDU BAIDU INC - SPON ADR
$27.0M
0.1%
319,787 −10,344 −3.1% Reduced
CMA COMERICA INC
$26.8M
0.1%
433,892 Held
ABEV AMBEV SA-ADR
$25.6M
0.1%
13,835,615 −4,515,474 −24.6% Reduced
ARW ARROW ELECTRONICS INC
$25.0M
0.1%
221,239 Held
TBI TRUEBLUE INC
$23.4M
0.1%
2,788,628 +8,511 +0.3% Added
MMI MARCUS & MILLICHAP INC
$22.1M
0.1%
576,377 −7,320 −1.3% Reduced
HVT HAVERTY FURNITURE
$21.4M
0.1%
962,102 +242,465 +33.7% Added
MAN MANPOWERGROUP INC
$20.3M
0.1%
351,121 Held
AXS AXIS CAPITAL HOLDINGS LTD
$20.0M
0.1%
225,236 −368,016 −62.0% Reduced
SCSC SCANSOURCE INC
$19.2M
0.1%
404,710 −109,793 −21.3% Reduced
TPR TAPESTRY INC
$18.7M
0.1%
286,799 +286,799 New
HOFT HOOKER FURNISHINGS CORP
$18.7M
0.1%
1,335,593 +49,212 +3.8% Added
NVST ENVISTA HOLDINGS CORP
$17.0M
0.1%
880,177 +880,177 New
IVZ INVESCO LTD
$15.5M
0.1%
886,851 Held
FNF FIDELITY NATIONAL FINANCIAL
$14.8M
0.1%
263,976 −319,714 −54.8% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$10.9M
0.0%
55,060 −2,522 −4.4% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$4.6M
0.0%
54,425 −10,885 −16.7% Reduced
CIG CIA ENERGETICA DE-SPON ADR
$2.8M
0.0%
1,583,394 Held
VALE VALE SA-SP ADR
$2.5M
0.0%
285,881 +32,483 +12.8% Added
PBR/A PETROLEO BRASIL-SP PREF ADR
$2.3M
0.0%
192,762 +24,628 +14.6% Added
IBN ICICI BANK LTD-SPON ADR
$2.2M
0.0%
74,827 −13,638 −15.4% Reduced
KB KB FINANCIAL GROUP INC-ADR
$2.2M
0.0%
38,941 Held
ITUB ITAU UNIBANCO H-SPON PRF ADR
$1.8M
0.0%
371,725 Held
SSL SASOL LTD-SPONSORED ADR
$1.6M
0.0%
352,561 Held
BCS BARCLAYS PLC-SPONS ADR
$1.1M
0.0%
86,226 +924 +1.1% Added
HSBC HSBC HOLDINGS PLC-SPONS ADR
$903K
0.0%
18,250 +1,802 +11.0% Added
ING ING GROEP N.V.-SPONSORED ADR
$855K
0.0%
54,540 +4,608 +9.2% Added
MT ARCELORMITTAL-NY REGISTERED
$834K
0.0%
36,046 +2,848 +8.6% Added
DIS WALT DISNEY CO
$724K
0.0%
6,506 −264,045 −97.6% Reduced
NWG NATWEST GROUP PLC -SPON ADR
$545K
0.0%
53,582 −13,463 −20.1% Reduced
DLTR DOLLAR TREE INC
$520K
0.0%
6,939 +6,939 New
BDC BELDEN INC
$493K
0.0%
4,378 −82,598 −95.0% Reduced
PHG KONINKLIJKE PHILIPS NVR- NY
$346K
0.0%
13,683 +670 +5.1% Added
GILD GILEAD SCIENCES INC
$298K
0.0%
3,223 +599 +22.8% Added
ABBV ABBVIE INC
$297K
0.0%
1,670 +1,670 New
LPLA LPL FINANCIAL HOLDINGS INC
$294K
0.0%
900 −287 −24.2% Reduced
DBX DROPBOX INC-CLASS A
$292K
0.0%
9,718 −4,235 −30.4% Reduced
MRK MERCK & CO. INC.
$288K
0.0%
2,898 +2,898 New
SMFG SUMITOMO MITSUI-SPONS ADR
$284K
0.0%
19,619 +1,004 +5.4% Added
ETR ENTERGY CORP
$274K
0.0%
3,615 −106,979 −96.7% Reduced
COR CENCORA INC
$271K
0.0%
1,204 +1,204 New
TILE INTERFACE INC
$269K
0.0%
11,049 −306,250 −96.5% Reduced
ULTA ULTA BEAUTY INC
$228K
0.0%
525 −65 −11.0% Reduced
AMGN AMGEN INC
$209K
0.0%
803 +803 New
QRVO QORVO INC
$208K
0.0%
2,977 −267 −8.2% Reduced

Sold positions

12 closed in Q4 2024 · shares & value as of prior filing
Holding Shares sold Prior value
GIL GILDAN ACTIVEWEAR INC
636,743 $30.0M
GAP GAP INC
1,359,676 $30.0M
AXTA AXALTA COATING SYSTEMS LTD
36,979 $1.3M
ITRN ITURAN LOCATION AND CONTROL
22,659 $601K
RGA REINSURANCE GROUP OF AMERICA
2,320 $505K
DOCU DOCUSIGN INC
6,379 $396K
TMUS T-MOBILE US INC
1,845 $381K
HLI HOULIHAN LOKEY INC
2,329 $368K
MKSI MKS INC
3,323 $361K
HO1 HOLOGIC INC
3,030 $247K
DELL DELL TECHNOLOGIES -C
1,917 $227K
HIG HARTFORD INSURANCE GROUP INC
1,757 $207K

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.