PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 8, 2014

Total Value ($000): $18,013,965 (100.0% shares, 0.0% debt)

Holdings (140)

HEWLETT-PACKARD CO 4.5%
Value ($000) $819,011 Shares 24,317,414 Est. Cost $24.80 Unrealized
ROYAL DUTCH SHELL PLC ADR 3.2%
Value ($000) $572,117 Shares 6,945,699 Est. Cost $64.03 Unrealized
BP BP PLC - SPONS ADR 3.1%
Value ($000) $563,368 Shares 10,679,954 Est. Cost $41.77 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 3.0%
Value ($000) $536,272 Shares 9,825,424 Est. Cost $32.51 Unrealized +24.3%
INTC INTEL CORPORATION 2.8%
Value ($000) $504,700 Shares 16,333,339 Est. Cost $18.51 Unrealized +11.8%
ORCL ORACLE CORP 2.8%
Value ($000) $497,464 Shares 12,273,978 Est. Cost $27.49 Unrealized +26.1%
CIGNA CORP 2.7%
Value ($000) $485,759 Shares 5,281,715 Est. Cost $80.18 Unrealized
BAC BANK OF AMERICA CORP 2.7%
Value ($000) $483,176 Shares 31,436,311 Est. Cost $10.52 Unrealized +16.4%
C CITIGROUP INC 2.6%
Value ($000) $474,215 Shares 10,068,251 Est. Cost $36.02 Unrealized -1.7%
OMC OMNICOM GROUP 2.6%
Value ($000) $467,067 Shares 6,558,083 Est. Cost $40.69 Unrealized +16.4%
MSFT MICROSOFT CORP 2.4%
Value ($000) $427,069 Shares 10,241,463 Est. Cost $26.75 Unrealized +27.0%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $424,019 Shares 4,211,548 Est. Cost $54.98 Unrealized +12.5%
NWSA NEWS CORP - CLASS A 2.4%
Value ($000) $423,702 Shares 23,617,742 Est. Cost $15.16 Unrealized +0.0%
MS MORGAN STANLEY 2.3%
Value ($000) $418,900 Shares 12,957,017 Est. Cost $17.61 Unrealized +29.0%
STT STATE STREET CORP 2.2%
Value ($000) $391,066 Shares 5,814,240 Est. Cost $46.58 Unrealized +2.8%
BAKER HUGHES INC 2.1%
Value ($000) $382,194 Shares 5,133,571 Est. Cost $46.46 Unrealized
JPM JP MORGAN CHASE & CO 2.0%
Value ($000) $361,416 Shares 6,272,406 Est. Cost $36.62 Unrealized +12.5%
PH PARKER HANNIFIN CORPORATION 2.0%
Value ($000) $360,904 Shares 2,870,465 Est. Cost $77.80 Unrealized +32.1%
STAPLES INC 2.0%
Value ($000) $355,110 Shares 32,759,270 Est. Cost $15.43 Unrealized
TRW AUTOMOTIVE HOLDINGS CORP 2.0%
Value ($000) $353,108 Shares 3,944,455 Est. Cost $74.34 Unrealized
MET METLIFE INC 1.9%
Value ($000) $339,434 Shares 6,109,317 Est. Cost $24.43 Unrealized +30.3%
GS GOLDMAN SACHS GROUP INC 1.8%
Value ($000) $317,965 Shares 1,898,978 Est. Cost $120.81 Unrealized +6.5%
VOYA VOYA FINANCIAL INC. 1.8%
Value ($000) $317,858 Shares 8,746,768 Est. Cost $31.98 Unrealized 0.0%
BDX BECTON DICKINSON & CO 1.7%
Value ($000) $307,635 Shares 2,600,468 Est. Cost $78.51 Unrealized +20.6%
INTERPUBLIC GROUP OF COS INC 1.7%
Value ($000) $306,998 Shares 15,735,405 Est. Cost $9.90 Unrealized +21.4%
ABT ABBOTT LABORATORIES 1.6%
Value ($000) $294,386 Shares 7,197,691 Est. Cost $28.74 Unrealized +9.6%
PNC PNC FINANCIAL SERVICES 1.5%
Value ($000) $273,266 Shares 3,068,684 Est. Cost $47.34 Unrealized +26.3%
GM GENERAL MOTORS CO 1.5%
Value ($000) $271,377 Shares 7,475,961 Est. Cost $26.94 Unrealized -2.4%
AXS AXIS CAPITAL HOLDINGS LTD 1.5%
Value ($000) $270,837 Shares 6,116,467 Est. Cost $31.54 Unrealized +5.8%
UBS AG 1.4%
Value ($000) $254,273 Shares 13,879,543 Est. Cost $17.12 Unrealized
WILLIS GROUP HOLDINGS LTD 1.3%
Value ($000) $241,488 Shares 5,577,087 Est. Cost $41.22 Unrealized
MAS MASCO CORP 1.3%
Value ($000) $240,075 Shares 10,814,171 Est. Cost $15.09 Unrealized +5.2%
GLW CORNING INC 1.2%
Value ($000) $222,777 Shares 10,149,295 Est. Cost $13.34 Unrealized +17.4%
AVT AVNET INC 1.2%
Value ($000) $214,875 Shares 4,849,354 Est. Cost $26.60 Unrealized +28.7%
BEN FRANKLIN RESOURCES INC. 1.0%
Value ($000) $182,223 Shares 3,150,471 Est. Cost $29.21 Unrealized +12.1%
CMA COMERICA INC 1.0%
Value ($000) $176,478 Shares 3,518,311 Est. Cost $26.40 Unrealized +21.7%
WFC WELLS FARGO CO 1.0%
Value ($000) $171,737 Shares 3,267,447 Est. Cost $28.02 Unrealized +29.6%
LABORATORY CORP OF AMERICA HOLDINGS 0.9%
Value ($000) $169,424 Shares 1,654,529 Est. Cost $99.74 Unrealized
PARTNERRE LTD 0.9%
Value ($000) $167,480 Shares 1,533,562 Est. Cost $90.94 Unrealized
ETR ENTERGY CORP 0.7%
Value ($000) $135,005 Shares 1,644,594 Est. Cost $20.56 Unrealized +14.0%
TE CONNECTIVITY LTD. 0.7%
Value ($000) $133,868 Shares 2,164,740 Est. Cost $45.54 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $120,906 Shares 1,155,666 Est. Cost $65.93 Unrealized +11.0%
SUPERIOR ENERGY SERVICES INC 0.6%
Value ($000) $107,327 Shares 2,969,760 Est. Cost $25.76 Unrealized
ON ON SEMICONDUCTOR CORP 0.6%
Value ($000) $106,509 Shares 11,653,082 Est. Cost $8.71 Unrealized +4.6%
MUR MURPHY OIL CORP 0.6%
Value ($000) $104,495 Shares 1,571,830 Est. Cost $40.67 Unrealized +0.3%
WMT WAL-MART STORES 0.6%
Value ($000) $102,528 Shares 1,365,763 Est. Cost $19.99 Unrealized +2.7%
NWS NEWS CORP - CLASS B 0.6%
Value ($000) $102,446 Shares 5,870,845 Est. Cost $14.57 Unrealized +1.9%
APACHE CORP 0.6%
Value ($000) $100,683 Shares 1,000,631 Est. Cost $83.86 Unrealized
KELLOGG COMPANY 0.5%
Value ($000) $90,917 Shares 1,383,828 Est. Cost $41.63 Unrealized +0.3%
XL GROUP PLC 0.5%
Value ($000) $84,605 Shares 2,584,925 Est. Cost $32.73 Unrealized
KSS KOHLS CORP 0.4%
Value ($000) $78,730 Shares 1,494,500 Est. Cost $51.83 Unrealized +4.5%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $74,267 Shares 2,928,498 Est. Cost $17.74 Unrealized +0.2%
KEY KEY CORP 0.4%
Value ($000) $70,765 Shares 4,938,275 Est. Cost $6.67 Unrealized +32.9%
LAMAR ADVERTISING CO -A 0.4%
Value ($000) $68,379 Shares 1,290,161 Est. Cost $53.00 Unrealized
LEGG MASON INC 0.4%
Value ($000) $66,933 Shares 1,304,475 Est. Cost $32.55 Unrealized
AETNA INC 0.4%
Value ($000) $66,885 Shares 824,931 Est. Cost $65.16 Unrealized
RF REGIONS FINL CORP 0.4%
Value ($000) $66,554 Shares 6,266,836 Est. Cost $5.93 Unrealized +18.5%
URS CORP 0.4%
Value ($000) $63,868 Shares 1,392,973 Est. Cost $47.34 Unrealized
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $63,209 Shares 2,543,609 Est. Cost $15.34 Unrealized +8.5%
CON-WAY INC 0.3%
Value ($000) $60,085 Shares 1,191,924 Est. Cost $39.33 Unrealized
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $58,729 Shares 1,640,026 Est. Cost $23.55 Unrealized +17.0%
TEX TEREX CORP 0.3%
Value ($000) $58,158 Shares 1,415,040 Est. Cost $41.33 Unrealized -1.6%
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $57,942 Shares 2,713,900 Est. Cost $11.84 Unrealized +20.6%
HOSPITALITY PROPERTIES TRUST 0.3%
Value ($000) $56,399 Shares 1,855,220 Est. Cost $26.88 Unrealized
FLEX FLEXTRONICS INTERNATIONAL LTD 0.3%
Value ($000) $54,163 Shares 4,892,800 Est. Cost $6.53 Unrealized +15.4%
IVZ NVESCO LTD 0.3%
Value ($000) $53,580 Shares 1,419,341 Est. Cost $18.88 Unrealized +16.2%
MASONITE INTERNATIONAL CORP 0.3%
Value ($000) $53,266 Shares 946,782 Est. Cost $51.58 Unrealized
OC OWENS CORNING 0.3%
Value ($000) $52,290 Shares 1,351,852 Est. Cost $41.34 Unrealized -0.5%
DAN DANA HOLDING CORP 0.3%
Value ($000) $51,358 Shares 2,103,116 Est. Cost $14.60 Unrealized +22.6%
GNW GENWORTH FINANCIAL INC CL A 0.3%
Value ($000) $51,037 Shares 2,933,175 Est. Cost $17.49 Unrealized 0.0%
AIZ ASSURANT INC 0.3%
Value ($000) $48,589 Shares 741,256 Est. Cost $38.32 Unrealized +38.8%
TECH DATA CORP 0.3%
Value ($000) $47,053 Shares 752,605 Est. Cost $62.44 Unrealized
PRI PRIMERICA INC 0.2%
Value ($000) $44,318 Shares 926,192 Est. Cost $36.81 Unrealized +24.7%
PIPR PIPER JAFFRAY COS 0.2%
Value ($000) $41,700 Shares 805,479 Est. Cost $36.02 Unrealized +25.0%
UNITED STATIONERS INC 0.2%
Value ($000) $39,774 Shares 959,091 Est. Cost $40.21 Unrealized
TTEK TETRA TECH INC 0.2%
Value ($000) $39,664 Shares 1,442,326 Est. Cost $5.18 Unrealized +5.6%
ACTUANT CORP- A 0.2%
Value ($000) $38,501 Shares 1,113,707 Est. Cost $33.32 Unrealized
ASB ASSOCIATED BANC CORP 0.2%
Value ($000) $38,289 Shares 2,117,748 Est. Cost $11.71 Unrealized +3.0%
UPBD RENT A CENTER INC 0.2%
Value ($000) $37,849 Shares 1,319,702 Est. Cost $32.92 Unrealized -14.1%
WBS WEBSTER FINANCIAL CORP. 0.2%
Value ($000) $37,848 Shares 1,199,998 Est. Cost $24.67 Unrealized +23.6%
SYNOVUS FINANCIAL CORP 0.2%
Value ($000) $37,568 Shares 1,540,945 Est. Cost $24.38 Unrealized
MUSA MURPHY USA INC 0.2%
Value ($000) $36,920 Shares 755,157 Est. Cost $40.94 Unrealized +10.0%
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $35,751 Shares 1,163,002 Est. Cost $18.64 Unrealized +48.3%
FIRST MIDWEST BANCORP INC 0.2%
Value ($000) $32,913 Shares 1,932,666 Est. Cost $16.09 Unrealized
ARW ARROW ELECTRONICS INC 0.2%
Value ($000) $32,282 Shares 534,375 Est. Cost $55.85 Unrealized +4.3%
NATIONAL PENN BANCSHARES INC 0.2%
Value ($000) $31,454 Shares 2,972,929 Est. Cost $10.23 Unrealized
TCF FINANCIAL CORP 0.2%
Value ($000) $30,490 Shares 1,862,582 Est. Cost $14.18 Unrealized
WELLCARE HEALTH PLANS INC 0.2%
Value ($000) $30,272 Shares 405,464 Est. Cost $56.17 Unrealized
BBCN BANCORP INC 0.2%
Value ($000) $30,253 Shares 1,896,716 Est. Cost $14.22 Unrealized
CMCO COLUMBUS MCKINNON CORP 0.2%
Value ($000) $30,240 Shares 1,117,917 Est. Cost $23.84 Unrealized +4.7%
DIOD DIODES INC. 0.2%
Value ($000) $30,141 Shares 1,040,773 Est. Cost $22.49 Unrealized +23.0%
AMERICAN EQUITY INVT LIFE 0.2%
Value ($000) $29,805 Shares 1,211,573 Est. Cost $15.70 Unrealized
SYMETRA FINANCIAL CORP 0.1%
Value ($000) $26,985 Shares 1,186,675 Est. Cost $22.33 Unrealized
LLY LILLY ELI 0.1%
Value ($000) $26,817 Shares 431,350 Est. Cost $40.99 Unrealized +17.2%
CHE CHEMED CORP 0.1%
Value ($000) $26,346 Shares 281,109 Est. Cost $67.07 Unrealized +25.5%
L-3 COMMUNICATIONS 0.1%
Value ($000) $26,328 Shares 218,038 Est. Cost $85.74 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $26,049 Shares 223,500 Est. Cost $56.44 Unrealized +56.9%
TPC TUTOR PERINI CORP 0.1%
Value ($000) $25,849 Shares 814,399 Est. Cost $17.65 Unrealized +71.8%
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $25,846 Shares 2,016,076 Est. Cost $9.32 Unrealized
ARGO GROUP INTERNATIONAL 0.1%
Value ($000) $25,694 Shares 502,711 Est. Cost $42.39 Unrealized
MATW MATTHEWS INTL CORP - CL A 0.1%
Value ($000) $25,552 Shares 614,676 Est. Cost $28.01 Unrealized +11.3%
DGX QUEST DIAGNOSTICS 0.1%
Value ($000) $25,301 Shares 431,100 Est. Cost $46.32 Unrealized +0.1%
ACM AECOM TECHNOLOGY CORP 0.1%
Value ($000) $24,445 Shares 759,150 Est. Cost $29.88 Unrealized +3.9%
SRI STONERIDGE INC 0.1%
Value ($000) $23,781 Shares 2,218,384 Est. Cost $11.37 Unrealized -7.8%
PHH CORP 0.1%
Value ($000) $23,220 Shares 1,010,448 Est. Cost $20.38 Unrealized
GFF GRIFFON CORPORATION 0.1%
Value ($000) $23,202 Shares 1,871,089 Est. Cost $7.76 Unrealized +6.2%
ENDURANCE SPECIALTY HOLDINGS 0.1%
Value ($000) $21,799 Shares 422,544 Est. Cost $51.84 Unrealized
MONSTER WORLDWIDE INC 0.1%
Value ($000) $21,077 Shares 3,222,853 Est. Cost $4.94 Unrealized
SCHNITZER STEEL INDS INC - A 0.1%
Value ($000) $20,993 Shares 805,242 Est. Cost $30.26 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.1%
Value ($000) $19,192 Shares 422,536 Est. Cost $36.99 Unrealized
VALIDUS HOLDINGS LTD 0.1%
Value ($000) $18,596 Shares 486,308 Est. Cost $37.47 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $18,506 Shares 315,151 Est. Cost $37.30 Unrealized +20.3%
KBR KBR INC 0.1%
Value ($000) $18,369 Shares 770,200 Est. Cost $22.81 Unrealized -7.5%
MLKN HERMAN MILLER INC 0.1%
Value ($000) $18,193 Shares 601,632 Est. Cost $19.62 Unrealized +19.6%
MWA MUELLER WATER PRODUCTS INC 0.1%
Value ($000) $18,047 Shares 2,088,783 Est. Cost $5.51 Unrealized +34.9%
ARC DOCUMENT SOLUTIONS INC 0.1%
Value ($000) $18,047 Shares 3,079,648 Est. Cost $4.54 Unrealized
RNR RENAISSANCE RE HLDGS LTD 0.1%
Value ($000) $15,935 Shares 148,928 Est. Cost $89.85 Unrealized +14.0%
FE FIRSTENERGY CORP 0.1%
Value ($000) $14,626 Shares 421,249 Est. Cost $20.21 Unrealized +2.5%
ROCK GIBRALTAR INDUSTRIES INC 0.1%
Value ($000) $13,850 Shares 892,994 Est. Cost $16.58 Unrealized 0.0%
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $13,674 Shares 185,618 Est. Cost $16.60 Unrealized +39.9%
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $11,956 Shares 572,050 Est. Cost $16.49 Unrealized +1.7%
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $11,356 Shares 355,650 Est. Cost $32.56 Unrealized
VCA INC 0.1%
Value ($000) $10,955 Shares 312,197 Est. Cost $26.09 Unrealized
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $10,559 Shares 134,354 Est. Cost $56.80 Unrealized +2.6%
INGRAM MICRO INC CL-A 0.1%
Value ($000) $9,979 Shares 341,625 Est. Cost $18.99 Unrealized
TORCHMARK CORP 0.1%
Value ($000) $9,187 Shares 112,149 Est. Cost $66.04 Unrealized
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.0%
Value ($000) $8,265 Shares 386,375 Est. Cost $17.28 Unrealized
INTERNATIONAL GAME TECHNOLOGY 0.0%
Value ($000) $8,056 Shares 506,350 Est. Cost $15.29 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $7,794 Shares 213,642 Est. Cost $14.72 Unrealized +14.6%
ASHLAND INC 0.0%
Value ($000) $7,794 Shares 71,675 Est. Cost $105.44 Unrealized
EPR EPR PROPERTIES 0.0%
Value ($000) $7,728 Shares 138,325 Est. Cost $55.02 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $7,672 Shares 83,125 Est. Cost $54.87 Unrealized +1.0%
RRX REGAL BELOIT CORP 0.0%
Value ($000) $7,552 Shares 96,125 Est. Cost $75.15 Unrealized +1.0%
EG EVEREST RE GROUP LTD 0.0%
Value ($000) $7,531 Shares 46,925 Est. Cost $120.47 Unrealized +2.8%
ACE LTD 0.0%
Value ($000) $5,819 Shares 56,109 Est. Cost $103.43 Unrealized
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $4,727 Shares 103,075 Est. Cost $45.41 Unrealized
ADVANCED SEMICONDUCTOR E-ADR 0.0%
Value ($000) $4,589 Shares 706,068 Est. Cost $4.74 Unrealized
BPOP POPULAR INC. 0.0%
Value ($000) $3,785 Shares 110,730 Est. Cost $21.46 Unrealized +8.3%
STEEL EXCEL INC 0.0%
Value ($000) $2,431 Shares 68,762 Est. Cost $35.35 Unrealized
PBR PETROLEO BRASILEIRO S.A. - ADR 0.0%
Value ($000) $1,128 Shares 77,100 Est. Cost $14.63 Unrealized