PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 7, 2014

Total Value ($000): $17,135,366 (100.0% shares, 0.0% debt)

Holdings (130)

HEWLETT-PACKARD CO 5.0%
Value ($000) $856,505 Shares 30,611,328 Est. Cost $24.80 Unrealized
ORCL ORACLE CORP 3.8%
Value ($000) $654,160 Shares 17,097,751 Est. Cost $27.49 Unrealized +4.7%
BAKER HUGHES INC 3.1%
Value ($000) $535,997 Shares 9,699,551 Est. Cost $46.46 Unrealized
BP BP PLC - SPONS ADR 3.1%
Value ($000) $528,229 Shares 10,866,679 Est. Cost $41.77 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 3.1%
Value ($000) $525,965 Shares 10,302,937 Est. Cost $32.51 Unrealized +16.5%
OMC OMNICOM GROUP 3.0%
Value ($000) $514,690 Shares 6,920,672 Est. Cost $40.69 Unrealized +13.5%
ROYAL DUTCH SHELL PLC ADR 2.9%
Value ($000) $498,780 Shares 6,998,451 Est. Cost $64.03 Unrealized
STAPLES INC 2.8%
Value ($000) $472,552 Shares 29,738,968 Est. Cost $15.86 Unrealized
C CITIGROUP INC 2.4%
Value ($000) $418,441 Shares 8,029,964 Est. Cost $35.76 Unrealized +5.3%
MSFT MICROSOFT CORP 2.4%
Value ($000) $409,595 Shares 10,942,967 Est. Cost $26.75 Unrealized +12.2%
BAC BANK OF AMERICA CORP 2.4%
Value ($000) $408,491 Shares 26,235,806 Est. Cost $10.10 Unrealized +15.6%
PH PARKER HANNIFIN CORPORATION 2.3%
Value ($000) $394,344 Shares 3,065,485 Est. Cost $77.80 Unrealized +22.1%
MS MORGAN STANLEY 2.3%
Value ($000) $391,508 Shares 12,484,310 Est. Cost $17.33 Unrealized +25.8%
CIGNA CORP 2.1%
Value ($000) $362,643 Shares 4,145,441 Est. Cost $78.30 Unrealized
XOM EXXON MOBIL CORP 2.1%
Value ($000) $354,476 Shares 3,502,728 Est. Cost $53.81 Unrealized +4.0%
JPM JP MORGAN CHASE & CO 2.1%
Value ($000) $351,491 Shares 6,010,456 Est. Cost $36.30 Unrealized +9.2%
MET METLIFE INC 2.0%
Value ($000) $336,259 Shares 6,236,260 Est. Cost $24.43 Unrealized +23.3%
GS GOLDMAN SACHS GROUP INC 1.8%
Value ($000) $315,679 Shares 1,780,879 Est. Cost $120.06 Unrealized +8.8%
BDX BECTON DICKINSON & CO 1.7%
Value ($000) $291,114 Shares 2,634,751 Est. Cost $78.11 Unrealized +9.8%
GM GENERAL MOTORS CO 1.7%
Value ($000) $288,909 Shares 7,068,976 Est. Cost $26.91 Unrealized +4.7%
NWSA NEWS CORP - CLASS A 1.7%
Value ($000) $288,210 Shares 15,993,890 Est. Cost $15.15 Unrealized 0.0%
UBS AG 1.6%
Value ($000) $280,510 Shares 14,571,957 Est. Cost $17.12 Unrealized
PNC PNC FINANCIAL SERVICES 1.6%
Value ($000) $277,749 Shares 3,580,168 Est. Cost $47.34 Unrealized +9.6%
AXS AXIS CAPITAL HOLDINGS LTD 1.5%
Value ($000) $263,848 Shares 5,546,522 Est. Cost $31.36 Unrealized +8.5%
IVZ NVESCO LTD 1.5%
Value ($000) $260,276 Shares 7,150,439 Est. Cost $18.88 Unrealized +7.5%
ING US INC 1.5%
Value ($000) $255,819 Shares 7,277,925 Est. Cost $27.66 Unrealized
TE CONNECTIVITY LTD. 1.4%
Value ($000) $247,774 Shares 4,495,996 Est. Cost $45.54 Unrealized
ABT ABBOTT LABORATORIES 1.4%
Value ($000) $246,330 Shares 6,426,564 Est. Cost $28.47 Unrealized +2.7%
INTC INTEL CORPORATION 1.4%
Value ($000) $244,398 Shares 9,414,423 Est. Cost $17.71 Unrealized +1.2%
STT STATE STREET CORP 1.4%
Value ($000) $238,495 Shares 3,249,689 Est. Cost $44.60 Unrealized +13.5%
ETR ENTERGY CORP 1.4%
Value ($000) $236,824 Shares 3,743,077 Est. Cost $20.56 Unrealized -5.0%
TRW AUTOMOTIVE HOLDINGS CORP 1.3%
Value ($000) $226,901 Shares 3,050,149 Est. Cost $71.37 Unrealized
LABORATORY CORPORATION OF AMERICA HOLDINGS 1.3%
Value ($000) $219,752 Shares 2,405,081 Est. Cost $99.74 Unrealized
WILLIS GROUP HOLDINGS LTD 1.2%
Value ($000) $209,331 Shares 4,671,514 Est. Cost $40.78 Unrealized
AVT AVNET INC 1.2%
Value ($000) $208,358 Shares 4,723,594 Est. Cost $26.39 Unrealized +20.8%
MAS MASCO CORP 1.2%
Value ($000) $203,756 Shares 8,948,423 Est. Cost $14.92 Unrealized +4.1%
INTERPUBLIC GROUP OF COS INC 1.2%
Value ($000) $201,641 Shares 11,392,166 Est. Cost $9.21 Unrealized +20.0%
L-3 COMMUNICATIONS 1.1%
Value ($000) $188,273 Shares 1,761,862 Est. Cost $85.74 Unrealized
BEN FRANKLIN RESOURCES INC. 1.1%
Value ($000) $186,452 Shares 3,229,729 Est. Cost $29.21 Unrealized +10.0%
CMA COMERICA INC 1.1%
Value ($000) $183,590 Shares 3,861,810 Est. Cost $26.40 Unrealized +8.6%
WFC WELLS FARGO CO 1.1%
Value ($000) $180,738 Shares 3,981,017 Est. Cost $28.02 Unrealized +9.8%
PARTNERRE LTD 0.9%
Value ($000) $159,790 Shares 1,515,602 Est. Cost $90.68 Unrealized
DELPHI AUTOMOTIVE PLC 0.9%
Value ($000) $147,988 Shares 2,461,140 Est. Cost $50.69 Unrealized
NWS NEWS CORP - CLASS B 0.7%
Value ($000) $114,909 Shares 6,444,698 Est. Cost $14.57 Unrealized +5.5%
KEY KEY CORP 0.5%
Value ($000) $91,522 Shares 6,819,825 Est. Cost $6.48 Unrealized +24.3%
GOOGLE INC. 0.5%
Value ($000) $87,414 Shares 77,999 Est. Cost $880.32 Unrealized
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $85,967 Shares 3,829,275 Est. Cost $15.34 Unrealized -0.9%
APACHE CORP 0.5%
Value ($000) $81,350 Shares 946,593 Est. Cost $84.02 Unrealized
WMT WAL-MART STORES 0.5%
Value ($000) $80,639 Shares 1,024,768 Est. Cost $19.97 Unrealized +1.9%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $79,359 Shares 866,458 Est. Cost $63.54 Unrealized +3.5%
SUPERIOR ENERGY SERVICES INC 0.5%
Value ($000) $78,105 Shares 2,935,169 Est. Cost $25.37 Unrealized
KSS KOHLS CORP 0.4%
Value ($000) $76,517 Shares 1,348,315 Est. Cost $51.59 Unrealized +6.3%
LEGG MASON INC 0.4%
Value ($000) $73,604 Shares 1,692,830 Est. Cost $32.55 Unrealized
AIZ ASSURANT INC 0.4%
Value ($000) $72,401 Shares 1,090,868 Est. Cost $37.94 Unrealized +27.3%
DGX QUEST DIAGNOSTICS 0.4%
Value ($000) $65,054 Shares 1,215,050 Est. Cost $46.32 Unrealized +0.3%
MASONITE INTERNATIONAL CORP 0.3%
Value ($000) $59,900 Shares 998,326 Est. Cost $51.58 Unrealized
URS CORP 0.3%
Value ($000) $58,158 Shares 1,097,526 Est. Cost $47.58 Unrealized
ALL ALLSTATE CORP 0.3%
Value ($000) $56,022 Shares 1,027,165 Est. Cost $37.12 Unrealized +10.7%
RF REGIONS FINL CORP 0.3%
Value ($000) $55,309 Shares 5,592,411 Est. Cost $5.80 Unrealized +11.3%
OC OWENS CORNING 0.3%
Value ($000) $55,065 Shares 1,352,272 Est. Cost $41.36 Unrealized -8.3%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $54,256 Shares 567,825 Est. Cost $56.44 Unrealized +21.7%
GLW CORNING INC 0.3%
Value ($000) $52,958 Shares 2,971,813 Est. Cost $12.05 Unrealized 0.0%
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $51,769 Shares 1,428,894 Est. Cost $22.98 Unrealized +16.4%
AETNA INC 0.3%
Value ($000) $50,341 Shares 733,946 Est. Cost $63.54 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $49,805 Shares 2,368,300 Est. Cost $11.47 Unrealized +14.0%
INGRAM MICRO INC CL-A 0.3%
Value ($000) $49,176 Shares 2,096,169 Est. Cost $18.99 Unrealized
DAN DANA HOLDING CORP 0.3%
Value ($000) $47,375 Shares 2,414,609 Est. Cost $14.60 Unrealized +10.6%
TAP MOLSON COORS BREWING CO. -B 0.3%
Value ($000) $44,392 Shares 790,600 Est. Cost $37.25 Unrealized +7.0%
TTEK TETRA TECH INC 0.2%
Value ($000) $41,063 Shares 1,467,594 Est. Cost $5.16 Unrealized +4.7%
HOSPITALITY PROPERTIES TRUST 0.2%
Value ($000) $40,678 Shares 1,504,933 Est. Cost $26.28 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.2%
Value ($000) $40,127 Shares 971,374 Est. Cost $36.99 Unrealized
ARGO GROUP INTERNATIONAL 0.2%
Value ($000) $39,061 Shares 840,198 Est. Cost $42.39 Unrealized
CON-WAY INC 0.2%
Value ($000) $38,888 Shares 979,301 Est. Cost $38.96 Unrealized
MUSA MURPHY USA INC 0.2%
Value ($000) $38,044 Shares 915,399 Est. Cost $41.23 Unrealized 0.0%
WELLCARE HEALTH PLANS INC 0.2%
Value ($000) $37,313 Shares 529,860 Est. Cost $55.55 Unrealized
ANIXTER INTERNATIONAL INC 0.2%
Value ($000) $35,771 Shares 398,159 Est. Cost $75.81 Unrealized
BRC BRADY CORP CL A 0.2%
Value ($000) $35,413 Shares 1,144,940 Est. Cost $24.80 Unrealized -7.5%
TMUS T MOBILE US INC 0.2%
Value ($000) $35,351 Shares 1,050,850 Est. Cost $19.47 Unrealized +36.0%
BANCORPSOUTH INC 0.2%
Value ($000) $35,171 Shares 1,383,593 Est. Cost $17.70 Unrealized
AMERICAN EQUITY INVT LIFE 0.2%
Value ($000) $35,089 Shares 1,330,127 Est. Cost $15.70 Unrealized
BBCN BANCORP INC 0.2%
Value ($000) $34,486 Shares 2,078,726 Est. Cost $14.22 Unrealized
DIOD DIODES INC. 0.2%
Value ($000) $33,684 Shares 1,429,730 Est. Cost $22.26 Unrealized +1.3%
VCA ANTECH INC 0.2%
Value ($000) $33,416 Shares 1,065,569 Est. Cost $26.09 Unrealized
TPC TUTOR PERINI CORP 0.2%
Value ($000) $32,897 Shares 1,250,819 Est. Cost $17.65 Unrealized +33.2%
TCF FINANCIAL CORP 0.2%
Value ($000) $32,348 Shares 1,990,640 Est. Cost $14.18 Unrealized
UPBD RENT A CENTER INC 0.2%
Value ($000) $31,835 Shares 954,853 Est. Cost $36.45 Unrealized -5.0%
WBS WEBSTER FINANCIAL CORP. 0.2%
Value ($000) $31,573 Shares 1,012,589 Est. Cost $23.57 Unrealized +20.6%
PRI PRIMERICA INC 0.2%
Value ($000) $31,069 Shares 724,055 Est. Cost $34.51 Unrealized +22.9%
PIPR PIPER JAFFRAY COS 0.2%
Value ($000) $29,777 Shares 752,901 Est. Cost $34.87 Unrealized +4.6%
ACTUANT CORP- A 0.2%
Value ($000) $29,087 Shares 793,849 Est. Cost $32.97 Unrealized
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $28,108 Shares 1,237,693 Est. Cost $18.64 Unrealized +17.5%
NATIONAL PENN BANCSHARES INC 0.2%
Value ($000) $28,102 Shares 2,480,323 Est. Cost $10.18 Unrealized
CHE CHEMED CORP 0.2%
Value ($000) $27,763 Shares 362,343 Est. Cost $67.07 Unrealized +3.9%
JONES GROUP INC 0.2%
Value ($000) $27,488 Shares 1,837,433 Est. Cost $13.75 Unrealized
SCHNITZER STEEL INDS INC - A 0.2%
Value ($000) $27,384 Shares 838,207 Est. Cost $30.26 Unrealized
PHH CORP 0.2%
Value ($000) $26,390 Shares 1,083,788 Est. Cost $20.38 Unrealized
GFF GRIFFON CORPORATION 0.2%
Value ($000) $25,878 Shares 1,958,937 Est. Cost $7.76 Unrealized +16.7%
ENGILITY HOLDINGS INC 0.2%
Value ($000) $25,776 Shares 771,731 Est. Cost $28.42 Unrealized
MATW MATTHEWS INTL CORP - CL A 0.1%
Value ($000) $25,078 Shares 588,536 Est. Cost $27.75 Unrealized +11.5%
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $24,764 Shares 2,144,094 Est. Cost $9.32 Unrealized
MONSTER WORLDWIDE INC 0.1%
Value ($000) $23,092 Shares 3,238,671 Est. Cost $4.91 Unrealized
HARTE-HANKS INC. 0.1%
Value ($000) $22,792 Shares 2,914,559 Est. Cost $8.60 Unrealized
FLEX FLEXTRONICS INTERNATIONAL LTD 0.1%
Value ($000) $22,603 Shares 2,908,950 Est. Cost $6.19 Unrealized -1.8%
LLY LILLY ELI 0.1%
Value ($000) $22,040 Shares 432,150 Est. Cost $40.99 Unrealized -3.4%
MWA MUELLER WATER PRODUCTS INC 0.1%
Value ($000) $21,609 Shares 2,306,217 Est. Cost $5.51 Unrealized +29.4%
ARC DOCUMENT SOLUTIONS INC 0.1%
Value ($000) $20,998 Shares 2,554,462 Est. Cost $4.16 Unrealized
AEROPOSTALE INC. 0.1%
Value ($000) $19,489 Shares 2,143,973 Est. Cost $13.80 Unrealized
CMCO COLUMBUS MCKINNON CORP 0.1%
Value ($000) $19,050 Shares 701,904 Est. Cost $23.80 Unrealized 0.0%
MLKN HERMAN MILLER INC 0.1%
Value ($000) $18,914 Shares 640,720 Est. Cost $19.62 Unrealized +14.5%
SYNOVUS FINANCIAL CORP 0.1%
Value ($000) $18,762 Shares 5,211,566 Est. Cost $2.92 Unrealized
FIRST MIDWEST BANCORP INC 0.1%
Value ($000) $18,550 Shares 1,058,209 Est. Cost $15.29 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $17,081 Shares 2,072,956 Est. Cost $7.29 Unrealized 0.0%
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $15,548 Shares 200,545 Est. Cost $16.60 Unrealized +40.7%
RNR RENAISSANCE RE HLDGS LTD 0.1%
Value ($000) $13,923 Shares 143,036 Est. Cost $88.30 Unrealized +5.5%
ACM AECOM TECHNOLOGY CORP 0.1%
Value ($000) $11,314 Shares 384,425 Est. Cost $29.39 Unrealized -1.1%
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $8,960 Shares 110,062 Est. Cost $56.54 Unrealized +2.6%
TORCHMARK CORP 0.0%
Value ($000) $8,270 Shares 105,824 Est. Cost $65.14 Unrealized
PROTECTIVE LIFE CORP 0.0%
Value ($000) $7,799 Shares 153,948 Est. Cost $38.41 Unrealized
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.0%
Value ($000) $6,729 Shares 385,844 Est. Cost $17.28 Unrealized
UNITED STATIONERS INC 0.0%
Value ($000) $6,406 Shares 139,595 Est. Cost $33.55 Unrealized
VALIDUS HOLDINGS LTD 0.0%
Value ($000) $5,972 Shares 148,216 Est. Cost $36.23 Unrealized
ADVANCED SEMICONDUCTOR E-ADR 0.0%
Value ($000) $5,703 Shares 1,188,100 Est. Cost $4.74 Unrealized
TEX TEREX CORP 0.0%
Value ($000) $5,303 Shares 126,294 Est. Cost $36.24 Unrealized 0.0%
SRI STONERIDGE INC 0.0%
Value ($000) $4,399 Shares 345,018 Est. Cost $12.41 Unrealized 0.0%
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $3,794 Shares 83,025 Est. Cost $45.70 Unrealized
BPOP POPULAR INC. 0.0%
Value ($000) $3,198 Shares 111,303 Est. Cost $21.46 Unrealized -5.1%
STEEL EXCEL INC 0.0%
Value ($000) $2,407 Shares 81,567 Est. Cost $29.00 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $2,202 Shares 19,216 Est. Cost $62.64 Unrealized +39.4%
E ENI SPA -SPONSORED ADR 0.0%
Value ($000) $1,333 Shares 27,500 Est. Cost $43.21 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $256 Shares 5,050 Est. Cost $37.32 Unrealized +10.6%