PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 3, 2024

Total Value ($000): $29,131,352 (100.0% shares, 0.0% debt)

Holdings (159)

MGA MAGNA INTL INC 4.6%
Value ($000) $1,331,419 Shares 18,043,349 Est. Cost $50.79 Unrealized +0.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 4.2%
Value ($000) $1,221,508 Shares 16,666,771 Est. Cost $59.24 Unrealized +25.1%
COF CAPITAL ONE FINL CORP 3.7%
Value ($000) $1,086,534 Shares 7,297,565 Est. Cost $85.02 Unrealized +55.1%
DOW DOW INC 3.7%
Value ($000) $1,072,765 Shares 18,518,299 Est. Cost $40.60 Unrealized +20.6%
BAX BAXTER INTL INC 3.6%
Value ($000) $1,043,088 Shares 24,405,420 Est. Cost $35.14 Unrealized +10.7%
C CITIGROUP INC 3.5%
Value ($000) $1,032,236 Shares 16,322,516 Est. Cost $42.26 Unrealized +24.3%
WFC WELLS FARGO CO NEW 3.4%
Value ($000) $992,804 Shares 17,129,130 Est. Cost $32.99 Unrealized +52.0%
EQH EQUITABLE HLDGS INC 3.3%
Value ($000) $962,437 Shares 25,320,633 Est. Cost $20.92 Unrealized +55.9%
EIX EDISON INTL 3.3%
Value ($000) $962,287 Shares 13,605,080 Est. Cost $47.21 Unrealized +32.6%
SSNC SS&C TECHNOLOGIES HLDGS INC 3.2%
Value ($000) $934,595 Shares 14,519,103 Est. Cost $65.19 Unrealized -4.7%
LEA LEAR CORP 3.1%
Value ($000) $904,309 Shares 6,241,781 Est. Cost $123.41 Unrealized +4.9%
CHTR CHARTER COMMUNICATIONS INC N 2.8%
Value ($000) $827,848 Shares 2,848,459 Est. Cost $344.73 Unrealized -6.8%
UBS UBS GROUP AG 2.8%
Value ($000) $823,061 Shares 29,670,539 Est. Cost $24.59 Unrealized +20.1%
BAC BANK AMERICA CORP 2.8%
Value ($000) $813,983 Shares 21,465,791 Est. Cost $21.79 Unrealized +50.5%
PVH PVH CORPORATION 2.6%
Value ($000) $750,778 Shares 5,339,437 Est. Cost $88.64 Unrealized +43.9%
MET METLIFE INC 2.6%
Value ($000) $743,266 Shares 10,029,230 Est. Cost $45.88 Unrealized +43.9%
NOV NOV INC 2.4%
Value ($000) $684,618 Shares 35,072,648 Est. Cost $15.31 Unrealized +21.5%
MDT MEDTRONIC PLC 2.3%
Value ($000) $668,370 Shares 7,669,192 Est. Cost $76.21 Unrealized +5.8%
BMY BRISTOL-MYERS SQUIBB CO 2.3%
Value ($000) $666,699 Shares 12,293,913 Est. Cost $49.25 Unrealized -6.3%
TSN TYSON FOODS INC 2.1%
Value ($000) $619,605 Shares 10,550,056 Est. Cost $49.84 Unrealized +3.0%
CVS CVS HEALTH CORP 1.5%
Value ($000) $442,944 Shares 5,553,457 Est. Cost $70.02 Unrealized +1.1%
NWL NEWELL BRANDS INC 1.5%
Value ($000) $431,942 Shares 53,791,092 Est. Cost $15.67 Unrealized -53.5%
AVT AVNET INC 1.5%
Value ($000) $426,117 Shares 8,594,535 Est. Cost $29.71 Unrealized +50.0%
TE CONNECTIVITY LTD 1.4%
Value ($000) $406,459 Shares 2,798,532 Est. Cost $134.59 Unrealized
DOX AMDOCS LTD 1.3%
Value ($000) $384,504 Shares 4,254,777 Est. Cost $68.87 Unrealized +26.3%
SWKS SKYWORKS SOLUTIONS INC 1.3%
Value ($000) $371,445 Shares 3,429,148 Est. Cost $92.49 Unrealized +6.1%
FMS FRESENIUS MEDICAL CARE AG 1.1%
Value ($000) $313,724 Shares 16,271,972 Est. Cost $25.31 Unrealized
DG DOLLAR GEN CORP NEW 1.0%
Value ($000) $301,738 Shares 1,933,475 Est. Cost $136.46 Unrealized 0.0%
GPN GLOBAL PMTS INC 1.0%
Value ($000) $291,790 Shares 2,183,075 Est. Cost $115.47 Unrealized +12.2%
VOYA VOYA FINANCIAL INC 1.0%
Value ($000) $279,458 Shares 3,780,540 Est. Cost $30.44 Unrealized +120.9%
WAB WABTEC 0.9%
Value ($000) $269,557 Shares 1,850,334 Est. Cost $72.15 Unrealized +86.0%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $263,345 Shares 1,314,755 Est. Cost $49.66 Unrealized +249.6%
SHEL SHELL PLC 0.9%
Value ($000) $261,016 Shares 3,893,439 Est. Cost $57.02 Unrealized
NOK NOKIA CORP 0.8%
Value ($000) $238,912 Shares 67,489,193 Est. Cost $3.66 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $212,855 Shares 7,670,445 Est. Cost $25.63 Unrealized -3.8%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $196,999 Shares 471,640 Est. Cost $129.57 Unrealized +187.3%
CI THE CIGNA GROUP 0.7%
Value ($000) $196,634 Shares 541,408 Est. Cost $214.71 Unrealized +48.0%
MHK MOHAWK INDS INC 0.7%
Value ($000) $191,439 Shares 1,462,593 Est. Cost $130.88 Unrealized -14.2%
CNO CNO FINL GROUP INC 0.6%
Value ($000) $179,636 Shares 6,536,980 Est. Cost $15.37 Unrealized +69.5%
GIL GILDAN ACTIVEWEAR INC 0.6%
Value ($000) $176,142 Shares 4,743,931 Est. Cost $24.47 Unrealized +34.4%
OLN OLIN CORP 0.6%
Value ($000) $169,239 Shares 2,878,218 Est. Cost $21.73 Unrealized +134.6%
BAP CREDICORP LTD 0.5%
Value ($000) $158,208 Shares 933,764 Est. Cost $125.87 Unrealized +18.4%
JELD JELD-WEN HLDG INC 0.5%
Value ($000) $156,716 Shares 7,381,799 Est. Cost $26.69 Unrealized -30.0%
AIG AMERICAN INTL GROUP INC 0.5%
Value ($000) $132,488 Shares 1,694,874 Est. Cost $35.75 Unrealized +91.5%
DIS DISNEY WALT CO 0.4%
Value ($000) $128,031 Shares 1,046,343 Est. Cost $84.57 Unrealized +21.1%
HUM HUMANA INC 0.4%
Value ($000) $125,850 Shares 362,972 Est. Cost $369.88 Unrealized -0.1%
ZTO ZTO EXPRESS CAYMAN INC 0.4%
Value ($000) $123,331 Shares 5,889,745 Est. Cost $21.52 Unrealized
GAP GAP INC 0.4%
Value ($000) $121,060 Shares 4,394,196 Est. Cost $11.26 Unrealized +76.9%
LDOS LEIDOS HOLDINGS INC 0.4%
Value ($000) $118,962 Shares 907,485 Est. Cost $89.43 Unrealized +30.6%
SPB SPECTRUM BRANDS HLDGS INC NE 0.4%
Value ($000) $117,091 Shares 1,315,483 Est. Cost $66.81 Unrealized +22.2%
AXS AXIS CAP HLDGS LTD 0.4%
Value ($000) $116,443 Shares 1,790,876 Est. Cost $37.51 Unrealized +54.9%
AXTA AXALTA COATING SYS LTD 0.4%
Value ($000) $109,745 Shares 3,191,194 Est. Cost $27.06 Unrealized +20.7%
AAP ADVANCE AUTO PARTS INC 0.4%
Value ($000) $106,595 Shares 1,252,733 Est. Cost $63.61 Unrealized +4.0%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $100,192 Shares 193,219 Est. Cost $357.60 Unrealized +34.7%
WBS WEBSTER FINL CORP 0.3%
Value ($000) $94,274 Shares 1,856,880 Est. Cost $36.09 Unrealized +35.5%
MRC GLOBAL INC 0.3%
Value ($000) $92,521 Shares 7,360,439 Est. Cost $9.26 Unrealized
STEELCASE INC 0.3%
Value ($000) $92,340 Shares 7,059,651 Est. Cost $11.30 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.3%
Value ($000) $91,329 Shares 4,073,568 Est. Cost $17.32 Unrealized +14.0%
DRH DIAMONDROCK HOSPITALITY CO 0.3%
Value ($000) $86,984 Shares 9,051,357 Est. Cost $8.28 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.3%
Value ($000) $83,160 Shares 455,773 Est. Cost $142.26 Unrealized +15.2%
BDC BELDEN INC 0.3%
Value ($000) $79,140 Shares 854,556 Est. Cost $49.51 Unrealized +64.0%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $76,372 Shares 270,352 Est. Cost $178.57 Unrealized +44.5%
HSIC HENRY SCHEIN INC 0.3%
Value ($000) $74,740 Shares 989,671 Est. Cost $76.71 Unrealized -2.2%
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $73,973 Shares 661,064 Est. Cost $50.39 Unrealized +107.6%
KFY KORN FERRY 0.3%
Value ($000) $73,565 Shares 1,118,694 Est. Cost $50.20 Unrealized +14.5%
MS MORGAN STANLEY 0.2%
Value ($000) $70,793 Shares 751,834 Est. Cost $20.20 Unrealized +311.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $69,312 Shares 596,285 Est. Cost $47.30 Unrealized +107.4%
OEC ORION S.A. 0.2%
Value ($000) $67,467 Shares 2,868,493 Est. Cost $14.88 Unrealized +55.3%
CNXC CONCENTRIX CORP 0.2%
Value ($000) $67,095 Shares 1,013,208 Est. Cost $78.49 Unrealized -2.0%
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value ($000) $66,474 Shares 873,048 Est. Cost $74.66 Unrealized 0.0%
SCSC SCANSOURCE INC 0.2%
Value ($000) $66,364 Shares 1,506,913 Est. Cost $34.02 Unrealized +19.8%
CBRE CBRE GROUP INC 0.2%
Value ($000) $65,290 Shares 671,431 Est. Cost $84.42 Unrealized +6.4%
ADNT ADIENT PLC 0.2%
Value ($000) $65,147 Shares 1,978,961 Est. Cost $34.29 Unrealized -0.7%
TCOM TRIP COM GROUP LTD 0.2%
Value ($000) $64,461 Shares 1,468,689 Est. Cost $29.48 Unrealized
TRS TRIMAS CORP 0.2%
Value ($000) $63,979 Shares 2,393,520 Est. Cost $25.50 Unrealized -2.1%
HAL HALLIBURTON CO 0.2%
Value ($000) $61,197 Shares 1,552,445 Est. Cost $21.55 Unrealized +58.3%
FNF FIDELITY NATIONAL FINANCIAL 0.2%
Value ($000) $57,122 Shares 1,075,751 Est. Cost $31.92 Unrealized +42.1%
ONB OLD NATL BANCORP IND 0.2%
Value ($000) $56,555 Shares 3,248,402 Est. Cost $18.21 Unrealized -9.1%
ASB ASSOCIATED BANC CORP 0.2%
Value ($000) $55,774 Shares 2,592,922 Est. Cost $13.72 Unrealized +41.5%
UVV UNIVERSAL CORP VA 0.2%
Value ($000) $55,339 Shares 1,069,964 Est. Cost $50.95 Unrealized +6.8%
AMWD AMERICAN WOODMARK CORPORATIO 0.2%
Value ($000) $54,882 Shares 539,856 Est. Cost $64.88 Unrealized +45.2%
MBC MASTERBRAND INC 0.2%
Value ($000) $54,359 Shares 2,900,671 Est. Cost $8.69 Unrealized +82.4%
TILE INTERFACE INC 0.2%
Value ($000) $53,725 Shares 3,194,086 Est. Cost $8.47 Unrealized +63.4%
MCK MCKESSON CORP 0.2%
Value ($000) $52,592 Shares 97,964 Est. Cost $136.55 Unrealized +268.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $51,834 Shares 1,038,547 Est. Cost $31.27 Unrealized +51.0%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $50,085 Shares 1,346,018 Est. Cost $16.77 Unrealized +93.0%
COLB COLUMBIA BKG SYS INC 0.2%
Value ($000) $47,532 Shares 2,456,438 Est. Cost $22.16 Unrealized -17.1%
CRBG COREBRIDGE FINL INC 0.2%
Value ($000) $45,665 Shares 1,589,446 Est. Cost $18.40 Unrealized +26.2%
MSM MSC INDL DIRECT INC 0.2%
Value ($000) $44,823 Shares 461,901 Est. Cost $77.25 Unrealized +26.9%
GL GLOBE LIFE INC 0.2%
Value ($000) $43,958 Shares 377,744 Est. Cost $100.89 Unrealized +19.4%
DAN DANA INC 0.1%
Value ($000) $43,645 Shares 3,436,590 Est. Cost $14.90 Unrealized -17.9%
WSFS WSFS FINL CORP 0.1%
Value ($000) $42,103 Shares 932,721 Est. Cost $39.68 Unrealized +9.7%
GMS INC 0.1%
Value ($000) $40,850 Shares 419,665 Est. Cost $44.50 Unrealized
RHI ROBERT HALF INC. 0.1%
Value ($000) $40,224 Shares 507,371 Est. Cost $79.93 Unrealized +0.8%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $39,960 Shares 1,899,232 Est. Cost $7.32 Unrealized +137.6%
USNA USANA HEALTH SCIENCES INC 0.1%
Value ($000) $38,089 Shares 785,344 Est. Cost $89.80 Unrealized -45.5%
TBI TRUEBLUE INC 0.1%
Value ($000) $37,503 Shares 2,995,474 Est. Cost $16.93 Unrealized -23.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $36,424 Shares 230,253 Est. Cost $150.25 Unrealized -0.0%
ABEV AMBEV SA 0.1%
Value ($000) $35,229 Shares 14,205,334 Est. Cost $2.91 Unrealized
VREX VAREX IMAGING CORP 0.1%
Value ($000) $32,865 Shares 1,815,759 Est. Cost $22.37 Unrealized -17.9%
BIDU BAIDU INC 0.1%
Value ($000) $31,456 Shares 298,781 Est. Cost $148.44 Unrealized
HOFT HOOKER FURNISHINGS CORPORATI 0.1%
Value ($000) $31,066 Shares 1,293,874 Est. Cost $22.20 Unrealized +7.9%
SYNOVUS FINL CORP 0.1%
Value ($000) $30,909 Shares 771,557 Est. Cost $29.53 Unrealized
SHG SHINHAN FINANCIAL GROUP CO L 0.1%
Value ($000) $30,036 Shares 846,316 Est. Cost $28.10 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $28,814 Shares 149,387 Est. Cost $93.30 Unrealized +87.0%
ARW ARROW ELECTRS INC 0.1%
Value ($000) $28,642 Shares 221,245 Est. Cost $61.89 Unrealized +89.1%
FBIN FORTUNE BRANDS INNOVATIONS I 0.1%
Value ($000) $28,426 Shares 335,729 Est. Cost $49.85 Unrealized +53.9%
REV GROUP INC 0.1%
Value ($000) $27,660 Shares 1,252,165 Est. Cost $10.03 Unrealized
KEY KEYCORP 0.1%
Value ($000) $27,604 Shares 1,745,986 Est. Cost $9.44 Unrealized +39.5%
UVSP UNIVEST FINANCIAL CORPORATIO 0.1%
Value ($000) $27,459 Shares 1,318,891 Est. Cost $21.37 Unrealized -4.9%
BFH BREAD FINANCIAL HOLDINGS INC 0.1%
Value ($000) $26,245 Shares 704,743 Est. Cost $28.52 Unrealized +20.7%
KOP KOPPERS HOLDINGS INC 0.1%
Value ($000) $26,241 Shares 475,632 Est. Cost $24.17 Unrealized +110.3%
PAHC PHIBRO ANIMAL HEALTH CORP 0.1%
Value ($000) $25,448 Shares 1,968,167 Est. Cost $21.31 Unrealized -43.7%
MASONITE INTL CORP 0.1%
Value ($000) $24,735 Shares 188,173 Est. Cost $75.45 Unrealized
CMA COMERICA INC 0.1%
Value ($000) $23,860 Shares 433,892 Est. Cost $54.44 Unrealized -12.6%
GCO GENESCO INC 0.1%
Value ($000) $20,941 Shares 744,176 Est. Cost $28.38 Unrealized +1.7%
MDU MDU RES GROUP INC 0.1%
Value ($000) $20,039 Shares 795,200 Est. Cost $10.03 Unrealized +9.5%
MTZ MASTEC INC 0.1%
Value ($000) $18,816 Shares 201,777 Est. Cost $65.25 Unrealized +16.5%
IVZ INVESCO LTD 0.1%
Value ($000) $18,489 Shares 1,114,451 Est. Cost $15.68 Unrealized -5.7%
G GENPACT LIMITED 0.1%
Value ($000) $16,650 Shares 505,310 Est. Cost $25.86 Unrealized +30.9%
HDB HDFC BANK LTD 0.1%
Value ($000) $15,899 Shares 284,060 Est. Cost $67.11 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $11,693 Shares 110,648 Est. Cost $30.91 Unrealized +54.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $10,349 Shares 76,068 Est. Cost $58.95 Unrealized
MMI MARCUS & MILLICHAP INC 0.0%
Value ($000) $9,869 Shares 288,835 Est. Cost $32.40 Unrealized +10.1%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $9,644 Shares 365,168 Est. Cost $9.23 Unrealized
AYI ACUITY BRANDS INC 0.0%
Value ($000) $5,796 Shares 21,567 Est. Cost $170.03 Unrealized +41.8%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $4,732 Shares 65,393 Est. Cost $110.41 Unrealized
SHYFT GROUP INC 0.0%
Value ($000) $4,070 Shares 327,733 Est. Cost $12.42 Unrealized
CIG CIA ENERGETICA DE MINAS GERA 0.0%
Value ($000) $3,008 Shares 1,217,996 Est. Cost $2.05 Unrealized
VALE VALE S A 0.0%
Value ($000) $2,796 Shares 229,345 Est. Cost $14.31 Unrealized
SSL SASOL LTD 0.0%
Value ($000) $2,754 Shares 352,561 Est. Cost $18.55 Unrealized
PBR/A PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $2,505 Shares 168,134 Est. Cost $9.60 Unrealized
KB KB FINL GROUP INC 0.0%
Value ($000) $2,028 Shares 38,941 Est. Cost $47.06 Unrealized
ITUB ITAU UNIBANCO HLDG S A 0.0%
Value ($000) $1,599 Shares 230,664 Est. Cost $5.32 Unrealized
BCS BARCLAYS PLC 0.0%
Value ($000) $957 Shares 101,228 Est. Cost $9.11 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $877 Shares 53,170 Est. Cost $12.17 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $671 Shares 17,045 Est. Cost $31.16 Unrealized
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value ($000) $665 Shares 24,122 Est. Cost $26.22 Unrealized
ITRN ITURAN LOCATION AND CONTROL 0.0%
Value ($000) $613 Shares 21,907 Est. Cost $18.98 Unrealized +39.3%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $549 Shares 3,127 Est. Cost $59.60 Unrealized +95.3%
NWG NATWEST GROUP PLC 0.0%
Value ($000) $544 Shares 79,987 Est. Cost $6.28 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $526 Shares 5,691 Est. Cost $75.77 Unrealized +6.1%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $482 Shares 2,097 Est. Cost $240.61 Unrealized -6.2%
INTC INTEL CORP 0.0%
Value ($000) $473 Shares 10,705 Est. Cost $44.04 Unrealized 0.0%
EXEL EXELIXIS INC 0.0%
Value ($000) $468 Shares 19,734 Est. Cost $18.33 Unrealized +21.2%
TMUS T-MOBILE US INC 0.0%
Value ($000) $467 Shares 2,859 Est. Cost $138.81 Unrealized +13.9%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $465 Shares 23,244 Est. Cost $21.69 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $456 Shares 6,230 Est. Cost $73.75 Unrealized -2.4%
QRVO QORVO INC 0.0%
Value ($000) $396 Shares 3,446 Est. Cost $127.92 Unrealized -13.9%
DOCU DOCUSIGN INC 0.0%
Value ($000) $332 Shares 5,573 Est. Cost $56.46 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $319 Shares 2,798 Est. Cost $68.27 Unrealized +32.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $313 Shares 8,494 Est. Cost $32.80 Unrealized 0.0%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $269 Shares 1,019 Est. Cost $196.70 Unrealized +28.3%
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $268 Shares 22,739 Est. Cost $8.02 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $260 Shares 1,949 Est. Cost $120.94 Unrealized +13.8%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $243 Shares 1,899 Est. Cost $120.44 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $223 Shares 5,135 Est. Cost $36.12 Unrealized +12.5%
ALB ALBEMARLE CORP 0.0%
Value ($000) $201 Shares 1,523 Est. Cost $118.85 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $110 Shares 12,398 Est. Cost $10.07 Unrealized