PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 9, 2014

Total Value ($000): $17,446,875 (100.0% shares, 0.0% debt)

Holdings (146)

HEWLETT-PACKARD CO 5.0%
Value ($000) $874,537 Shares 27,025,248 Est. Cost $24.80 Unrealized
ORCL ORACLE CORP 3.5%
Value ($000) $602,800 Shares 14,734,795 Est. Cost $27.49 Unrealized +16.3%
BAKER HUGHES INC 3.3%
Value ($000) $579,176 Shares 8,907,656 Est. Cost $46.46 Unrealized
BP BP PLC - SPONS ADR 3.0%
Value ($000) $523,881 Shares 10,891,504 Est. Cost $41.77 Unrealized
ROYAL DUTCH SHELL PLC ADR 2.9%
Value ($000) $504,969 Shares 6,911,709 Est. Cost $64.03 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 2.9%
Value ($000) $501,640 Shares 10,030,795 Est. Cost $32.51 Unrealized +16.5%
OMC OMNICOM GROUP 2.7%
Value ($000) $475,155 Shares 6,544,833 Est. Cost $40.69 Unrealized +22.2%
C CITIGROUP INC 2.7%
Value ($000) $474,785 Shares 9,974,473 Est. Cost $36.02 Unrealized +2.9%
MSFT MICROSOFT CORP 2.5%
Value ($000) $441,000 Shares 10,758,726 Est. Cost $26.75 Unrealized +16.9%
BAC BANK OF AMERICA CORP 2.5%
Value ($000) $435,103 Shares 25,296,661 Est. Cost $10.10 Unrealized +31.2%
CIGNA CORP 2.3%
Value ($000) $403,847 Shares 4,823,204 Est. Cost $79.06 Unrealized
MS MORGAN STANLEY 2.2%
Value ($000) $382,775 Shares 12,280,237 Est. Cost $17.33 Unrealized +31.0%
NWSA NEWS CORP - CLASS A 2.1%
Value ($000) $372,271 Shares 21,618,548 Est. Cost $15.16 Unrealized +0.2%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $362,939 Shares 3,715,591 Est. Cost $54.06 Unrealized +7.4%
STAPLES INC 2.1%
Value ($000) $361,558 Shares 31,883,452 Est. Cost $15.56 Unrealized
JPM JP MORGAN CHASE & CO 2.0%
Value ($000) $355,997 Shares 5,863,895 Est. Cost $36.30 Unrealized +15.9%
PH PARKER HANNIFIN CORPORATION 2.0%
Value ($000) $352,438 Shares 2,944,096 Est. Cost $77.80 Unrealized +26.6%
INTC INTEL CORPORATION 1.9%
Value ($000) $339,905 Shares 13,169,524 Est. Cost $17.98 Unrealized +3.8%
MET METLIFE INC 1.9%
Value ($000) $325,563 Shares 6,165,962 Est. Cost $24.43 Unrealized +27.2%
STT STATE STREET CORP 1.8%
Value ($000) $321,191 Shares 4,618,131 Est. Cost $46.25 Unrealized +8.5%
PNC PNC FINANCIAL SERVICES 1.7%
Value ($000) $302,555 Shares 3,477,644 Est. Cost $47.34 Unrealized +20.0%
ING US INC 1.7%
Value ($000) $298,812 Shares 8,238,533 Est. Cost $28.67 Unrealized
BDX BECTON DICKINSON & CO 1.7%
Value ($000) $297,056 Shares 2,537,209 Est. Cost $78.11 Unrealized +17.0%
TRW AUTOMOTIVE HOLDINGS CORP 1.7%
Value ($000) $295,851 Shares 3,624,742 Est. Cost $73.00 Unrealized
UBS AG 1.7%
Value ($000) $293,582 Shares 14,169,028 Est. Cost $17.12 Unrealized
GS GOLDMAN SACHS GROUP INC 1.6%
Value ($000) $284,151 Shares 1,734,213 Est. Cost $120.06 Unrealized +11.4%
ABT ABBOTT LABORATORIES 1.5%
Value ($000) $267,039 Shares 6,934,282 Est. Cost $28.63 Unrealized +7.3%
GM GENERAL MOTORS CO 1.5%
Value ($000) $258,378 Shares 7,506,631 Est. Cost $26.94 Unrealized +1.8%
AXS AXIS CAPITAL HOLDINGS LTD 1.5%
Value ($000) $255,729 Shares 5,577,515 Est. Cost $31.36 Unrealized +3.7%
IVZ INVESCO LTD 1.4%
Value ($000) $240,822 Shares 6,508,696 Est. Cost $18.88 Unrealized +10.5%
ETR ENTERGY CORP 1.4%
Value ($000) $239,318 Shares 3,579,922 Est. Cost $20.56 Unrealized -4.5%
GLW CORNING INC 1.3%
Value ($000) $231,392 Shares 11,113,952 Est. Cost $13.34 Unrealized +3.5%
AVT AVNET INC 1.3%
Value ($000) $226,818 Shares 4,874,652 Est. Cost $26.60 Unrealized +24.9%
INTERPUBLIC GROUP OF COS INC 1.3%
Value ($000) $224,456 Shares 13,095,449 Est. Cost $9.48 Unrealized +18.9%
LABORATORY CORPORATION OF AMERICA HOLDINGS 1.3%
Value ($000) $221,651 Shares 2,256,910 Est. Cost $99.74 Unrealized
WILLIS GROUP HOLDINGS LTD 1.2%
Value ($000) $216,740 Shares 4,911,399 Est. Cost $40.94 Unrealized
MAS MASCO CORP 1.1%
Value ($000) $196,735 Shares 8,857,969 Est. Cost $14.92 Unrealized +10.8%
CMA COMERICA INC 1.1%
Value ($000) $193,217 Shares 3,730,059 Est. Cost $26.40 Unrealized +19.4%
WFC WELLS FARGO CO 1.0%
Value ($000) $176,817 Shares 3,554,823 Est. Cost $28.02 Unrealized +19.2%
TE CONNECTIVITY LTD. 1.0%
Value ($000) $173,431 Shares 2,880,432 Est. Cost $45.54 Unrealized
BEN FRANKLIN RESOURCES INC. 1.0%
Value ($000) $170,056 Shares 3,138,724 Est. Cost $29.21 Unrealized +10.1%
PARTNERRE LTD 0.9%
Value ($000) $160,091 Shares 1,546,777 Est. Cost $90.94 Unrealized
NWS NEWS CORP - CLASS B 0.6%
Value ($000) $105,075 Shares 6,291,920 Est. Cost $14.57 Unrealized +2.8%
WMT WAL-MART STORES 0.6%
Value ($000) $98,496 Shares 1,288,713 Est. Cost $19.95 Unrealized -0.3%
SUPERIOR ENERGY SERVICES INC 0.6%
Value ($000) $97,250 Shares 3,161,577 Est. Cost $25.76 Unrealized
APACHE CORP 0.5%
Value ($000) $92,384 Shares 1,113,734 Est. Cost $83.86 Unrealized
ON ON SEMICONDUCTOR CORP 0.5%
Value ($000) $88,285 Shares 9,392,052 Est. Cost $8.61 Unrealized +4.3%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $85,725 Shares 3,825,300 Est. Cost $15.34 Unrealized -0.2%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $85,277 Shares 868,139 Est. Cost $63.54 Unrealized +4.9%
KSS KOHLS CORP 0.5%
Value ($000) $79,047 Shares 1,391,675 Est. Cost $51.66 Unrealized +3.8%
LEGG MASON INC 0.4%
Value ($000) $75,318 Shares 1,535,849 Est. Cost $32.55 Unrealized
AIZ ASSURANT INC 0.4%
Value ($000) $72,835 Shares 1,121,234 Est. Cost $38.32 Unrealized +35.5%
KEY KEY CORP 0.4%
Value ($000) $64,607 Shares 4,536,975 Est. Cost $6.48 Unrealized +32.1%
RF REGIONS FINL CORP 0.4%
Value ($000) $64,109 Shares 5,770,361 Est. Cost $5.84 Unrealized +21.3%
ALL ALLSTATE CORP 0.3%
Value ($000) $60,637 Shares 1,071,697 Est. Cost $37.30 Unrealized +11.4%
URS CORP 0.3%
Value ($000) $58,594 Shares 1,245,093 Est. Cost $47.51 Unrealized
AETNA INC 0.3%
Value ($000) $58,209 Shares 776,431 Est. Cost $64.17 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $56,669 Shares 2,469,250 Est. Cost $11.60 Unrealized +26.0%
DGX QUEST DIAGNOSTICS 0.3%
Value ($000) $56,310 Shares 972,200 Est. Cost $46.32 Unrealized -8.9%
DELPHI AUTOMOTIVE PLC 0.3%
Value ($000) $56,302 Shares 829,678 Est. Cost $50.69 Unrealized
MASONITE INTERNATIONAL CORP 0.3%
Value ($000) $55,033 Shares 973,695 Est. Cost $51.58 Unrealized
TEX TEREX CORP 0.3%
Value ($000) $54,514 Shares 1,230,566 Est. Cost $41.43 Unrealized +1.4%
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $52,812 Shares 1,497,369 Est. Cost $23.17 Unrealized +17.1%
DAN DANA HOLDING CORP 0.3%
Value ($000) $52,348 Shares 2,249,595 Est. Cost $14.60 Unrealized +13.2%
OC OWENS CORNING 0.3%
Value ($000) $51,895 Shares 1,202,105 Est. Cost $41.36 Unrealized +1.7%
HOSPITALITY PROPERTIES TRUST 0.3%
Value ($000) $49,015 Shares 1,706,653 Est. Cost $26.57 Unrealized
CON-WAY INC 0.3%
Value ($000) $48,862 Shares 1,189,444 Est. Cost $39.33 Unrealized
TAP MOLSON COORS BREWING CO. -B 0.3%
Value ($000) $46,491 Shares 789,850 Est. Cost $37.25 Unrealized +12.5%
L-3 COMMUNICATIONS 0.3%
Value ($000) $45,328 Shares 383,648 Est. Cost $85.74 Unrealized
MUSA MURPHY USA INC 0.3%
Value ($000) $43,739 Shares 1,077,569 Est. Cost $40.94 Unrealized -4.0%
PIPR PIPER JAFFRAY COS 0.2%
Value ($000) $43,050 Shares 939,963 Est. Cost $36.02 Unrealized +12.9%
DIOD DIODES INC. 0.2%
Value ($000) $42,980 Shares 1,645,500 Est. Cost $22.49 Unrealized +6.8%
BRC BRADY CORP CL A 0.2%
Value ($000) $41,142 Shares 1,515,363 Est. Cost $24.06 Unrealized -9.5%
UPBD RENT A CENTER INC 0.2%
Value ($000) $40,792 Shares 1,533,547 Est. Cost $32.92 Unrealized -17.7%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $40,042 Shares 367,625 Est. Cost $56.44 Unrealized +41.9%
PRI PRIMERICA INC 0.2%
Value ($000) $39,796 Shares 844,745 Est. Cost $35.93 Unrealized +23.7%
TTEK TETRA TECH INC 0.2%
Value ($000) $38,717 Shares 1,308,457 Est. Cost $5.16 Unrealized +12.9%
ARGO GROUP INTERNATIONAL 0.2%
Value ($000) $37,473 Shares 816,406 Est. Cost $42.39 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.2%
Value ($000) $37,466 Shares 943,737 Est. Cost $36.99 Unrealized
ACTUANT CORP- A 0.2%
Value ($000) $37,233 Shares 1,090,284 Est. Cost $33.29 Unrealized
WELLCARE HEALTH PLANS INC 0.2%
Value ($000) $36,482 Shares 574,333 Est. Cost $56.17 Unrealized
FLEX FLEXTRONICS INTERNATIONAL LTD 0.2%
Value ($000) $35,482 Shares 3,840,050 Est. Cost $6.25 Unrealized +3.4%
TPC TUTOR PERINI CORP 0.2%
Value ($000) $34,451 Shares 1,201,649 Est. Cost $17.65 Unrealized +43.8%
BBCN BANCORP INC 0.2%
Value ($000) $34,162 Shares 1,993,124 Est. Cost $14.22 Unrealized
SYNOVUS FINANCIAL CORP 0.2%
Value ($000) $34,117 Shares 10,064,075 Est. Cost $3.15 Unrealized
INGRAM MICRO INC CL-A 0.2%
Value ($000) $34,032 Shares 1,151,280 Est. Cost $18.99 Unrealized
WBS WEBSTER FINANCIAL CORP. 0.2%
Value ($000) $33,958 Shares 1,093,314 Est. Cost $24.10 Unrealized +27.4%
NATIONAL PENN BANCSHARES INC 0.2%
Value ($000) $31,990 Shares 3,061,223 Est. Cost $10.23 Unrealized
TCF FINANCIAL CORP 0.2%
Value ($000) $31,959 Shares 1,918,296 Est. Cost $14.18 Unrealized
CHE CHEMED CORP 0.2%
Value ($000) $31,044 Shares 347,051 Est. Cost $67.07 Unrealized +15.1%
ASB ASSOCIATED BANC CORP 0.2%
Value ($000) $30,482 Shares 1,687,823 Est. Cost $11.62 Unrealized 0.0%
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $30,107 Shares 1,198,988 Est. Cost $18.64 Unrealized +23.4%
AMERICAN EQUITY INVT LIFE 0.2%
Value ($000) $29,583 Shares 1,252,453 Est. Cost $15.70 Unrealized
CMCO COLUMBUS MCKINNON CORP 0.2%
Value ($000) $27,582 Shares 1,029,573 Est. Cost $23.75 Unrealized -0.5%
PHH CORP 0.2%
Value ($000) $26,759 Shares 1,035,567 Est. Cost $20.38 Unrealized
LLY LILLY ELI 0.1%
Value ($000) $25,405 Shares 431,625 Est. Cost $40.99 Unrealized +8.7%
VCA ANTECH INC 0.1%
Value ($000) $24,640 Shares 764,519 Est. Cost $26.09 Unrealized
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $24,459 Shares 2,081,578 Est. Cost $9.32 Unrealized
SCHNITZER STEEL INDS INC - A 0.1%
Value ($000) $23,909 Shares 828,741 Est. Cost $30.26 Unrealized
MONSTER WORLDWIDE INC 0.1%
Value ($000) $23,635 Shares 3,159,782 Est. Cost $4.91 Unrealized
SRI STONERIDGE INC 0.1%
Value ($000) $23,220 Shares 2,067,707 Est. Cost $11.44 Unrealized -1.7%
MATW MATTHEWS INTL CORP - CL A 0.1%
Value ($000) $23,144 Shares 567,120 Est. Cost $27.75 Unrealized +13.1%
GFF GRIFFON CORPORATION 0.1%
Value ($000) $23,036 Shares 1,929,351 Est. Cost $7.76 Unrealized +17.4%
MWA MUELLER WATER PRODUCTS INC 0.1%
Value ($000) $20,467 Shares 2,154,405 Est. Cost $5.51 Unrealized +39.5%
MLKN HERMAN MILLER INC 0.1%
Value ($000) $20,091 Shares 625,294 Est. Cost $19.62 Unrealized +10.5%
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $19,984 Shares 336,650 Est. Cost $54.43 Unrealized 0.0%
RNR RENAISSANCE RE HLDGS LTD 0.1%
Value ($000) $19,613 Shares 200,949 Est. Cost $89.85 Unrealized +4.2%
FIRST MIDWEST BANCORP INC 0.1%
Value ($000) $17,884 Shares 1,047,099 Est. Cost $15.29 Unrealized
ARC DOCUMENT SOLUTIONS INC 0.1%
Value ($000) $17,824 Shares 2,395,685 Est. Cost $4.16 Unrealized
ACM AECOM TECHNOLOGY CORP 0.1%
Value ($000) $16,994 Shares 528,256 Est. Cost $29.37 Unrealized -0.2%
UNITED STATIONERS INC 0.1%
Value ($000) $16,683 Shares 406,203 Est. Cost $38.49 Unrealized
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $13,593 Shares 190,301 Est. Cost $16.60 Unrealized +45.0%
ENGILITY HOLDINGS INC 0.1%
Value ($000) $11,324 Shares 251,366 Est. Cost $28.42 Unrealized
VALIDUS HOLDINGS LTD 0.1%
Value ($000) $10,845 Shares 287,595 Est. Cost $36.94 Unrealized
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $9,209 Shares 114,251 Est. Cost $56.54 Unrealized -0.1%
TORCHMARK CORP 0.0%
Value ($000) $8,352 Shares 106,124 Est. Cost $65.14 Unrealized
KBR KBR INC 0.0%
Value ($000) $8,310 Shares 311,475 Est. Cost $25.32 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.0%
Value ($000) $7,781 Shares 388,650 Est. Cost $17.28 Unrealized
BANCORPSOUTH INC 0.0%
Value ($000) $6,733 Shares 269,735 Est. Cost $17.70 Unrealized
ADVANCED SEMICONDUCTOR E-ADR 0.0%
Value ($000) $6,645 Shares 1,197,375 Est. Cost $4.74 Unrealized
MUR MURPHY OIL CORP 0.0%
Value ($000) $6,191 Shares 98,495 Est. Cost $38.91 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $5,013 Shares 149,382 Est. Cost $13.80 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $4,922 Shares 144,650 Est. Cost $19.25 Unrealized 0.0%
JBL JABIL CIRCUIT INC 0.0%
Value ($000) $4,885 Shares 271,400 Est. Cost $16.18 Unrealized 0.0%
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $4,416 Shares 100,475 Est. Cost $45.39 Unrealized
ROWAN COMPANIES PLC - A 0.0%
Value ($000) $4,328 Shares 128,496 Est. Cost $33.68 Unrealized
BPOP POPULAR INC. 0.0%
Value ($000) $3,449 Shares 111,303 Est. Cost $21.46 Unrealized -0.0%
SYMETRA FINANCIAL CORP 0.0%
Value ($000) $3,321 Shares 167,550 Est. Cost $19.82 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $3,299 Shares 136,200 Est. Cost $17.14 Unrealized 0.0%
EG EVEREST RE GROUP LTD 0.0%
Value ($000) $2,724 Shares 17,800 Est. Cost $114.97 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $2,608 Shares 28,400 Est. Cost $53.80 Unrealized 0.0%
KELLOGG COMPANY 0.0%
Value ($000) $2,605 Shares 41,541 Est. Cost $37.53 Unrealized 0.0%
STEEL EXCEL INC 0.0%
Value ($000) $2,598 Shares 81,192 Est. Cost $29.00 Unrealized
ASHLAND INC 0.0%
Value ($000) $2,547 Shares 25,600 Est. Cost $99.49 Unrealized
ENDURANCE SPECIALTY HOLDINGS 0.0%
Value ($000) $2,541 Shares 47,200 Est. Cost $53.83 Unrealized
EPR EPR PROPERTIES 0.0%
Value ($000) $2,520 Shares 47,200 Est. Cost $53.39 Unrealized
RRX REGAL BELOIT CORP 0.0%
Value ($000) $2,501 Shares 34,400 Est. Cost $73.83 Unrealized 0.0%
INTERNATIONAL GAME TECHNOLOGY 0.0%
Value ($000) $2,373 Shares 168,800 Est. Cost $14.06 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $2,367 Shares 19,184 Est. Cost $62.64 Unrealized +55.1%
TECH DATA CORP 0.0%
Value ($000) $2,217 Shares 36,375 Est. Cost $60.95 Unrealized
E ENI SPA -SPONSORED ADR 0.0%
Value ($000) $1,380 Shares 27,500 Est. Cost $43.21 Unrealized
TMUS T MOBILE US INC 0.0%
Value ($000) $581 Shares 17,600 Est. Cost $19.47 Unrealized +57.3%
PROTECTIVE LIFE CORP 0.0%
Value ($000) $488 Shares 9,275 Est. Cost $38.41 Unrealized
ACE LTD 0.0%
Value ($000) $331 Shares 3,342 Est. Cost $99.04 Unrealized
HARTE-HANKS INC. 0.0%
Value ($000) $319 Shares 36,124 Est. Cost $8.60 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $297 Shares 5,050 Est. Cost $37.32 Unrealized +14.7%