PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 7, 2014

Total Value ($000): $18,293,321 (100.0% shares, 0.0% debt)

Holdings (144)

HEWLETT-PACKARD CO 4.0%
Value ($000) $739,057 Shares 20,836,112 Est. Cost $24.80 Unrealized
BAC BANK OF AMERICA CORP 2.9%
Value ($000) $539,639 Shares 31,650,403 Est. Cost $10.52 Unrealized +19.5%
ROYAL DUTCH SHELL PLC ADR 2.9%
Value ($000) $530,229 Shares 6,964,781 Est. Cost $64.03 Unrealized
C CITIGROUP INC 2.9%
Value ($000) $526,104 Shares 10,152,529 Est. Cost $36.02 Unrealized +3.9%
AIG AMERICAN INTERNATIONAL GROUP 2.9%
Value ($000) $526,009 Shares 9,737,296 Est. Cost $32.51 Unrealized +28.6%
CIGNA CORP 2.8%
Value ($000) $506,482 Shares 5,584,763 Est. Cost $80.75 Unrealized
BP BP PLC - SPONS ADR 2.7%
Value ($000) $498,525 Shares 11,343,006 Est. Cost $41.89 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $469,715 Shares 10,131,902 Est. Cost $26.75 Unrealized +40.8%
ORCL ORACLE CORP 2.6%
Value ($000) $467,013 Shares 12,199,933 Est. Cost $27.49 Unrealized +24.5%
INTC INTEL CORPORATION 2.5%
Value ($000) $453,178 Shares 13,014,868 Est. Cost $18.51 Unrealized +39.1%
OMC OMNICOM GROUP 2.4%
Value ($000) $436,194 Shares 6,334,510 Est. Cost $40.69 Unrealized +20.0%
MS MORGAN STANLEY 2.4%
Value ($000) $433,878 Shares 12,550,716 Est. Cost $17.61 Unrealized +39.8%
PH PARKER HANNIFIN CORPORATION 2.4%
Value ($000) $432,704 Shares 3,790,663 Est. Cost $82.58 Unrealized +18.0%
STT STATE STREET CORP 2.3%
Value ($000) $426,821 Shares 5,798,406 Est. Cost $46.58 Unrealized +11.8%
XOM EXXON MOBIL CORP 2.2%
Value ($000) $405,031 Shares 4,306,551 Est. Cost $55.12 Unrealized +11.6%
STAPLES INC 2.2%
Value ($000) $403,037 Shares 33,308,825 Est. Cost $15.37 Unrealized
NWSA NEWS CORP - CLASS A 2.2%
Value ($000) $398,934 Shares 24,399,642 Est. Cost $15.17 Unrealized +1.8%
JPM JP MORGAN CHASE & CO 2.1%
Value ($000) $382,315 Shares 6,346,529 Est. Cost $36.69 Unrealized +17.6%
VOYA VOYA FINANCIAL INC. 1.9%
Value ($000) $350,329 Shares 8,959,814 Est. Cost $32.03 Unrealized +6.0%
GS GOLDMAN SACHS GROUP INC 1.9%
Value ($000) $349,370 Shares 1,903,198 Est. Cost $120.81 Unrealized +16.4%
TRW AUTOMOTIVE HOLDINGS CORP 1.9%
Value ($000) $340,365 Shares 3,361,631 Est. Cost $74.34 Unrealized
MET METLIFE INC 1.8%
Value ($000) $331,880 Shares 6,177,965 Est. Cost $24.53 Unrealized +35.7%
BAKER HUGHES INC 1.8%
Value ($000) $321,531 Shares 4,942,070 Est. Cost $46.46 Unrealized
BDX BECTON DICKINSON & CO 1.7%
Value ($000) $310,862 Shares 2,731,408 Est. Cost $79.34 Unrealized +20.6%
ABT ABBOTT LABORATORIES 1.7%
Value ($000) $303,088 Shares 7,287,523 Est. Cost $28.81 Unrealized +18.4%
AXS AXIS CAPITAL HOLDINGS LTD 1.6%
Value ($000) $300,349 Shares 6,345,849 Est. Cost $31.62 Unrealized +7.3%
INTERPUBLIC GROUP OF COS INC 1.5%
Value ($000) $271,997 Shares 14,846,993 Est. Cost $9.90 Unrealized +30.4%
PNC PNC FINANCIAL SERVICES 1.5%
Value ($000) $265,818 Shares 3,106,074 Est. Cost $47.49 Unrealized +26.0%
MAS MASCO CORP 1.4%
Value ($000) $263,728 Shares 11,025,399 Est. Cost $15.12 Unrealized +10.4%
UBS AG 1.4%
Value ($000) $262,870 Shares 15,133,540 Est. Cost $17.14 Unrealized
GM GENERAL MOTORS CO 1.3%
Value ($000) $239,621 Shares 7,502,229 Est. Cost $26.94 Unrealized -1.7%
MUR MURPHY OIL CORP 1.3%
Value ($000) $232,428 Shares 4,084,131 Est. Cost $40.56 Unrealized -0.2%
AVT AVNET INC 1.2%
Value ($000) $219,909 Shares 5,299,000 Est. Cost $27.23 Unrealized +24.9%
GLW CORNING INC 1.1%
Value ($000) $201,926 Shares 10,440,873 Est. Cost $13.40 Unrealized +15.4%
WILLIS GROUP HOLDINGS LTD 1.1%
Value ($000) $196,469 Shares 4,745,620 Est. Cost $41.22 Unrealized
CMA COMERICA INC 1.0%
Value ($000) $181,005 Shares 3,630,268 Est. Cost $26.61 Unrealized +24.5%
LAMAR ADVERTISING CO -A 0.9%
Value ($000) $173,063 Shares 3,513,960 Est. Cost $50.63 Unrealized
PARTNERRE LTD 0.9%
Value ($000) $167,259 Shares 1,522,062 Est. Cost $90.94 Unrealized
WFC WELLS FARGO CO 0.9%
Value ($000) $162,294 Shares 3,128,858 Est. Cost $28.02 Unrealized +33.5%
LABORATORY CORP OF AMERICA HOLDINGS 0.9%
Value ($000) $158,557 Shares 1,558,296 Est. Cost $99.74 Unrealized
BEN FRANKLIN RESOURCES INC. 0.8%
Value ($000) $145,132 Shares 2,657,604 Est. Cost $29.21 Unrealized +15.0%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $126,247 Shares 1,184,416 Est. Cost $66.17 Unrealized +14.2%
PGR PROGRESSIVE CORP 0.6%
Value ($000) $113,716 Shares 4,498,243 Est. Cost $17.72 Unrealized -0.2%
ON ON SEMICONDUCTOR CORP 0.6%
Value ($000) $110,953 Shares 12,410,896 Est. Cost $8.74 Unrealized +5.7%
ETR ENTERGY CORP 0.6%
Value ($000) $108,308 Shares 1,400,601 Est. Cost $20.56 Unrealized +17.0%
TEX TEREX CORP 0.6%
Value ($000) $107,526 Shares 3,384,526 Est. Cost $38.55 Unrealized -5.2%
SUPERIOR ENERGY SERVICES INC 0.6%
Value ($000) $105,651 Shares 3,214,210 Est. Cost $26.30 Unrealized
WMT WAL-MART STORES 0.6%
Value ($000) $104,201 Shares 1,362,638 Est. Cost $19.99 Unrealized +1.6%
NWS NEWS CORP - CLASS B 0.5%
Value ($000) $98,370 Shares 6,098,582 Est. Cost $14.59 Unrealized +3.7%
KELLOGG COMPANY 0.5%
Value ($000) $97,113 Shares 1,576,503 Est. Cost $41.49 Unrealized -2.3%
TE CONNECTIVITY LTD. 0.5%
Value ($000) $96,107 Shares 1,738,229 Est. Cost $45.54 Unrealized
KSS KOHLS CORP 0.5%
Value ($000) $93,849 Shares 1,537,750 Est. Cost $51.96 Unrealized +8.9%
XL GROUP PLC 0.5%
Value ($000) $92,264 Shares 2,781,550 Est. Cost $32.76 Unrealized
KEY KEY CORP 0.4%
Value ($000) $71,629 Shares 5,373,500 Est. Cost $6.85 Unrealized +28.9%
RF REGIONS FINL CORP 0.4%
Value ($000) $70,346 Shares 7,006,620 Est. Cost $6.03 Unrealized +14.6%
AETNA INC 0.4%
Value ($000) $70,013 Shares 864,356 Est. Cost $65.88 Unrealized
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $67,181 Shares 2,669,084 Est. Cost $15.45 Unrealized +14.6%
LEGG MASON INC 0.4%
Value ($000) $66,206 Shares 1,294,100 Est. Cost $32.55 Unrealized
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.4%
Value ($000) $64,807 Shares 1,739,776 Est. Cost $23.83 Unrealized +19.5%
IVZ INVESCO LTD 0.3%
Value ($000) $63,753 Shares 1,614,821 Est. Cost $19.50 Unrealized +23.1%
URS CORP 0.3%
Value ($000) $61,002 Shares 1,058,876 Est. Cost $47.34 Unrealized
APACHE CORP 0.3%
Value ($000) $59,291 Shares 631,633 Est. Cost $83.86 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.3%
Value ($000) $58,550 Shares 2,500,000 Est. Cost $15.71 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $58,544 Shares 2,924,275 Est. Cost $11.99 Unrealized +16.2%
OC OWENS CORNING 0.3%
Value ($000) $58,261 Shares 1,834,986 Est. Cost $39.75 Unrealized -11.2%
WELLCARE HEALTH PLANS INC 0.3%
Value ($000) $57,652 Shares 955,450 Est. Cost $58.57 Unrealized
MASONITE INTERNATIONAL CORP 0.3%
Value ($000) $56,874 Shares 1,026,983 Est. Cost $51.88 Unrealized
HOSPITALITY PROPERTIES TRUST 0.3%
Value ($000) $53,419 Shares 1,989,531 Est. Cost $26.87 Unrealized
AIZ ASSURANT INC 0.3%
Value ($000) $52,451 Shares 815,719 Est. Cost $39.59 Unrealized +32.0%
PRI PRIMERICA INC 0.3%
Value ($000) $49,198 Shares 1,020,292 Est. Cost $37.87 Unrealized +27.6%
FLEX FLEXTRONICS INTERNATIONAL LTD 0.3%
Value ($000) $47,122 Shares 4,566,125 Est. Cost $6.53 Unrealized +25.2%
TECH DATA CORP 0.3%
Value ($000) $46,734 Shares 793,983 Est. Cost $62.26 Unrealized
DAN DANA HOLDING CORP 0.3%
Value ($000) $46,096 Shares 2,404,591 Est. Cost $15.04 Unrealized +20.8%
ACTUANT CORP- A 0.2%
Value ($000) $45,310 Shares 1,484,612 Est. Cost $32.62 Unrealized
GNW GENWORTH FINANCIAL INC CL A 0.2%
Value ($000) $44,229 Shares 3,376,250 Est. Cost $17.09 Unrealized -15.4%
WBS WEBSTER FINANCIAL CORP. 0.2%
Value ($000) $43,001 Shares 1,475,682 Est. Cost $25.61 Unrealized +16.1%
SYNOVUS FINANCIAL CORP 0.2%
Value ($000) $42,601 Shares 1,802,069 Est. Cost $24.27 Unrealized
UPBD RENT A CENTER INC 0.2%
Value ($000) $40,417 Shares 1,331,683 Est. Cost $32.92 Unrealized -18.3%
BRC BRADY CORP CL A 0.2%
Value ($000) $39,727 Shares 1,770,349 Est. Cost $20.66 Unrealized 0.0%
TTEK TETRA TECH INC 0.2%
Value ($000) $39,607 Shares 1,585,540 Est. Cost $5.19 Unrealized +0.4%
ARW ARROW ELECTRONICS INC 0.2%
Value ($000) $37,724 Shares 681,555 Est. Cost $56.81 Unrealized +6.2%
ASB ASSOCIATED BANC CORP 0.2%
Value ($000) $36,755 Shares 2,109,923 Est. Cost $11.71 Unrealized +6.4%
UNITED STATIONERS INC 0.2%
Value ($000) $35,467 Shares 944,022 Est. Cost $40.21 Unrealized
CON-WAY INC 0.2%
Value ($000) $34,378 Shares 723,757 Est. Cost $39.33 Unrealized
KBR KBR INC 0.2%
Value ($000) $32,700 Shares 1,736,600 Est. Cost $20.31 Unrealized -9.8%
MLKN HERMAN MILLER INC 0.2%
Value ($000) $31,830 Shares 1,066,328 Est. Cost $21.04 Unrealized +8.7%
SYMETRA FINANCIAL CORP 0.2%
Value ($000) $31,477 Shares 1,349,225 Est. Cost $22.45 Unrealized
FIRST MIDWEST BANCORP INC 0.2%
Value ($000) $30,904 Shares 1,920,691 Est. Cost $16.09 Unrealized
DIOD DIODES INC. 0.2%
Value ($000) $30,563 Shares 1,277,711 Est. Cost $23.22 Unrealized +13.9%
ENDURANCE SPECIALTY HOLDINGS 0.2%
Value ($000) $29,589 Shares 536,224 Est. Cost $52.55 Unrealized
NATIONAL PENN BANCSHARES INC 0.2%
Value ($000) $28,846 Shares 2,970,779 Est. Cost $10.23 Unrealized
TCF FINANCIAL CORP 0.2%
Value ($000) $28,736 Shares 1,850,357 Est. Cost $14.18 Unrealized
VALIDUS HOLDINGS LTD 0.2%
Value ($000) $28,501 Shares 728,176 Est. Cost $38.03 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $28,325 Shares 222,875 Est. Cost $56.44 Unrealized +68.4%
CMCO COLUMBUS MCKINNON CORP 0.2%
Value ($000) $28,093 Shares 1,277,536 Est. Cost $23.74 Unrealized -3.0%
LLY LILLY ELI 0.2%
Value ($000) $27,897 Shares 430,175 Est. Cost $40.99 Unrealized +25.3%
BBCN BANCORP INC 0.2%
Value ($000) $27,566 Shares 1,889,366 Est. Cost $14.22 Unrealized
AMERICAN EQUITY INVT LIFE 0.2%
Value ($000) $27,527 Shares 1,203,123 Est. Cost $15.70 Unrealized
SRI STONERIDGE INC 0.1%
Value ($000) $27,211 Shares 2,414,484 Est. Cost $11.39 Unrealized +2.3%
NSIT INSIGHT ENTERPRISES INC 0.1%
Value ($000) $26,168 Shares 1,156,327 Est. Cost $18.64 Unrealized +42.9%
DGX QUEST DIAGNOSTICS 0.1%
Value ($000) $26,074 Shares 429,700 Est. Cost $46.32 Unrealized +5.9%
L-3 COMMUNICATIONS 0.1%
Value ($000) $25,884 Shares 217,663 Est. Cost $85.74 Unrealized
ACM AECOM TECHNOLOGY CORP 0.1%
Value ($000) $25,820 Shares 765,025 Est. Cost $29.88 Unrealized +14.3%
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $25,311 Shares 1,996,101 Est. Cost $9.32 Unrealized
ARGO GROUP INTERNATIONAL 0.1%
Value ($000) $25,123 Shares 499,361 Est. Cost $42.39 Unrealized
ARC DOCUMENT SOLUTIONS INC 0.1%
Value ($000) $24,797 Shares 3,061,348 Est. Cost $4.54 Unrealized
MATW MATTHEWS INTL CORP - CL A 0.1%
Value ($000) $24,605 Shares 560,613 Est. Cost $28.01 Unrealized +21.8%
ROCK GIBRALTAR INDUSTRIES INC 0.1%
Value ($000) $22,939 Shares 1,675,631 Est. Cost $15.99 Unrealized -4.2%
GFF GRIFFON CORPORATION 0.1%
Value ($000) $22,764 Shares 1,998,583 Est. Cost $7.80 Unrealized +8.2%
PHH CORP 0.1%
Value ($000) $22,470 Shares 1,004,898 Est. Cost $20.38 Unrealized
TPC TUTOR PERINI CORP 0.1%
Value ($000) $21,400 Shares 810,599 Est. Cost $17.65 Unrealized +65.4%
SCHNITZER STEEL INDS INC - A 0.1%
Value ($000) $19,328 Shares 803,642 Est. Cost $30.26 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.1%
Value ($000) $17,957 Shares 419,861 Est. Cost $36.99 Unrealized
MONSTER WORLDWIDE INC 0.1%
Value ($000) $17,572 Shares 3,194,903 Est. Cost $4.94 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $17,541 Shares 522,529 Est. Cost $20.29 Unrealized +1.5%
MWA MUELLER WATER PRODUCTS INC 0.1%
Value ($000) $17,225 Shares 2,080,258 Est. Cost $5.51 Unrealized +32.2%
ACH OWENS & MINOR INC 0.1%
Value ($000) $17,193 Shares 525,138 Est. Cost $28.72 Unrealized 0.0%
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $16,436 Shares 814,863 Est. Cost $17.21 Unrealized +9.9%
MUSA MURPHY USA INC 0.1%
Value ($000) $16,018 Shares 301,887 Est. Cost $40.94 Unrealized +22.8%
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $15,916 Shares 628,825 Est. Cost $29.41 Unrealized
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $14,636 Shares 174,779 Est. Cost $57.48 Unrealized +3.9%
PIPR PIPER JAFFRAY COS 0.1%
Value ($000) $14,139 Shares 270,654 Est. Cost $36.02 Unrealized +48.0%
RNR RENAISSANCE RE HLDGS LTD 0.1%
Value ($000) $13,988 Shares 139,894 Est. Cost $89.85 Unrealized +14.2%
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $13,219 Shares 184,593 Est. Cost $16.60 Unrealized +45.6%
ALL ALLSTATE CORP 0.1%
Value ($000) $11,638 Shares 189,640 Est. Cost $37.30 Unrealized +25.9%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $11,600 Shares 71,600 Est. Cost $122.83 Unrealized +3.7%
EXC EXELON CORP 0.1%
Value ($000) $11,467 Shares 336,366 Est. Cost $15.05 Unrealized +3.9%
ASHLAND INC 0.1%
Value ($000) $11,282 Shares 108,375 Est. Cost $104.99 Unrealized
GENERAL CABLE CORP DEL NE 0.1%
Value ($000) $11,179 Shares 741,319 Est. Cost $15.08 Unrealized
EPR EPR PROPERTIES 0.1%
Value ($000) $10,815 Shares 213,400 Est. Cost $53.49 Unrealized
RRX REGAL BELOIT CORP 0.1%
Value ($000) $10,775 Shares 167,700 Est. Cost $73.78 Unrealized -2.5%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $10,292 Shares 105,750 Est. Cost $56.48 Unrealized +10.5%
TORCHMARK CORP 0.1%
Value ($000) $9,982 Shares 190,597 Est. Cost $60.41 Unrealized
TRS TRIMAS CORP 0.1%
Value ($000) $9,980 Shares 410,202 Est. Cost $25.91 Unrealized 0.0%
INGRAM MICRO INC CL-A 0.0%
Value ($000) $8,561 Shares 331,700 Est. Cost $18.99 Unrealized
INTERNATIONAL GAME TECHNOLOGY 0.0%
Value ($000) $8,542 Shares 506,350 Est. Cost $15.29 Unrealized
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.0%
Value ($000) $7,797 Shares 386,375 Est. Cost $17.28 Unrealized
ACE LTD 0.0%
Value ($000) $4,791 Shares 45,684 Est. Cost $103.43 Unrealized
ADVANCED SEMICONDUCTOR E-ADR 0.0%
Value ($000) $3,273 Shares 553,800 Est. Cost $4.74 Unrealized
BPOP POPULAR INC. 0.0%
Value ($000) $3,259 Shares 110,730 Est. Cost $21.46 Unrealized +12.1%
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $3,073 Shares 67,600 Est. Cost $45.41 Unrealized
STEEL EXCEL INC 0.0%
Value ($000) $2,232 Shares 68,662 Est. Cost $35.35 Unrealized
PBR PETROLEO BRASILEIRO S.A. - ADR 0.0%
Value ($000) $1,094 Shares 77,100 Est. Cost $14.63 Unrealized
USNZY USINAS SIDERURG MINAS - SP ADR 0.0%
Value ($000) $36 Shares 13,782 Est. Cost $2.61 Unrealized