PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 6, 2015

Total Value ($000): $18,716,654 (100.0% shares, 0.0% debt)

Holdings (141)

HEWLETT-PACKARD CO 3.9%
Value ($000) $731,434 Shares 18,226,607 Est. Cost $24.80 Unrealized
BAC BANK OF AMERICA CORP 3.0%
Value ($000) $558,586 Shares 31,223,345 Est. Cost $10.52 Unrealized +28.8%
ORCL ORACLE CORP 2.9%
Value ($000) $550,812 Shares 12,248,441 Est. Cost $27.49 Unrealized +25.5%
C CITIGROUP INC 2.9%
Value ($000) $536,026 Shares 9,906,230 Est. Cost $36.02 Unrealized +9.8%
CIGNA CORP 2.8%
Value ($000) $530,891 Shares 5,158,791 Est. Cost $80.75 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 2.8%
Value ($000) $527,423 Shares 9,416,582 Est. Cost $32.51 Unrealized +26.5%
ROYAL DUTCH SHELL PLC ADR 2.6%
Value ($000) $485,588 Shares 7,252,999 Est. Cost $64.15 Unrealized
OMC OMNICOM GROUP 2.5%
Value ($000) $472,888 Shares 6,104,146 Est. Cost $40.69 Unrealized +23.5%
PH PARKER HANNIFIN CORPORATION 2.5%
Value ($000) $466,106 Shares 3,614,628 Est. Cost $82.58 Unrealized +23.5%
BP BP PLC - SPONS ADR 2.5%
Value ($000) $463,953 Shares 12,170,845 Est. Cost $41.64 Unrealized
STAPLES INC 2.5%
Value ($000) $461,199 Shares 25,452,479 Est. Cost $15.37 Unrealized
INTC INTEL CORPORATION 2.4%
Value ($000) $453,250 Shares 12,489,655 Est. Cost $18.51 Unrealized +43.9%
MS MORGAN STANLEY 2.4%
Value ($000) $448,861 Shares 11,568,574 Est. Cost $17.61 Unrealized +49.7%
NWSA NEWS CORP - CLASS A 2.2%
Value ($000) $415,783 Shares 26,499,842 Est. Cost $15.04 Unrealized -10.3%
STT STATE STREET CORP 2.1%
Value ($000) $396,000 Shares 5,044,580 Est. Cost $46.58 Unrealized +18.3%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $395,219 Shares 4,274,944 Est. Cost $55.12 Unrealized +5.2%
MSFT MICROSOFT CORP 2.1%
Value ($000) $392,592 Shares 8,451,927 Est. Cost $26.75 Unrealized +49.1%
JPM JP MORGAN CHASE & CO 2.0%
Value ($000) $370,190 Shares 5,915,463 Est. Cost $36.69 Unrealized +21.8%
AXS AXIS CAPITAL HOLDINGS LTD 1.9%
Value ($000) $361,665 Shares 7,078,975 Est. Cost $32.09 Unrealized +12.5%
VOYA VOYA FINANCIAL INC. 1.9%
Value ($000) $354,719 Shares 8,369,969 Est. Cost $32.03 Unrealized +11.7%
GS GOLDMAN SACHS GROUP INC 1.8%
Value ($000) $343,694 Shares 1,773,174 Est. Cost $120.81 Unrealized +24.9%
MET METLIFE INC 1.8%
Value ($000) $327,564 Shares 6,055,902 Est. Cost $24.53 Unrealized +33.6%
INTERPUBLIC GROUP OF COS INC 1.7%
Value ($000) $308,867 Shares 14,870,805 Est. Cost $9.90 Unrealized +30.0%
ABT ABBOTT LABORATORIES 1.7%
Value ($000) $308,857 Shares 6,860,439 Est. Cost $28.81 Unrealized +22.6%
TRW AUTOMOTIVE HOLDINGS CORP 1.6%
Value ($000) $301,574 Shares 2,932,176 Est. Cost $74.34 Unrealized
BAX BAXTER INTERNATIONAL INC 1.5%
Value ($000) $289,066 Shares 3,944,140 Est. Cost $32.29 Unrealized 0.0%
BAKER HUGHES INC 1.5%
Value ($000) $289,058 Shares 5,155,311 Est. Cost $46.86 Unrealized
PNC PNC FINANCIAL SERVICES 1.4%
Value ($000) $269,420 Shares 2,953,199 Est. Cost $47.49 Unrealized +29.2%
UBS UBS GROUP AG 1.4%
Value ($000) $267,999 Shares 15,718,432 Est. Cost $17.24 Unrealized 0.0%
GLW CORNING INC 1.4%
Value ($000) $260,418 Shares 11,357,075 Est. Cost $13.55 Unrealized +12.2%
MAS MASCO CORP 1.4%
Value ($000) $255,046 Shares 10,120,875 Est. Cost $15.12 Unrealized +15.8%
AVT AVNET INC 1.3%
Value ($000) $249,861 Shares 5,808,009 Est. Cost $27.75 Unrealized +19.6%
MUR MURPHY OIL CORP 1.3%
Value ($000) $241,877 Shares 4,787,751 Est. Cost $39.55 Unrealized -14.8%
F FORD MOTOR COMPANY 1.2%
Value ($000) $233,330 Shares 15,053,523 Est. Cost $8.16 Unrealized 0.0%
WILLIS GROUP HOLDINGS LTD 1.1%
Value ($000) $213,182 Shares 4,757,456 Est. Cost $41.22 Unrealized
SWK STANLEY BLACK & DECKER INC 1.1%
Value ($000) $212,278 Shares 2,209,389 Est. Cost $69.48 Unrealized 0.0%
***XL GROUP PLC 1.1%
Value ($000) $211,942 Shares 6,166,478 Est. Cost $33.64 Unrealized
LAMR LAMAR ADVERTISING CO -A 1.0%
Value ($000) $183,226 Shares 3,415,838 Est. Cost $53.64 Unrealized
ON ON SEMICONDUCTOR CORP 0.9%
Value ($000) $174,643 Shares 17,240,221 Est. Cost $8.75 Unrealized +0.4%
BEN FRANKLIN RESOURCES INC. 0.9%
Value ($000) $169,291 Shares 3,057,445 Est. Cost $29.74 Unrealized +11.7%
CMA COMERICA INC 0.9%
Value ($000) $166,407 Shares 3,552,661 Est. Cost $26.61 Unrealized +17.0%
WFC WELLS FARGO CO 0.7%
Value ($000) $137,477 Shares 2,507,783 Est. Cost $28.02 Unrealized +38.3%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $123,807 Shares 1,183,966 Est. Cost $66.17 Unrealized +16.8%
PGR PROGRESSIVE CORP 0.7%
Value ($000) $122,338 Shares 4,532,718 Est. Cost $17.72 Unrealized +6.8%
RF REGIONS FINL CORP 0.6%
Value ($000) $120,453 Shares 11,406,580 Est. Cost $6.33 Unrealized +7.4%
ETR ENTERGY CORP 0.6%
Value ($000) $117,820 Shares 1,346,826 Est. Cost $20.56 Unrealized +29.7%
WMT WAL-MART STORES 0.6%
Value ($000) $116,974 Shares 1,362,063 Est. Cost $19.99 Unrealized +9.2%
KELLOGG COMPANY 0.6%
Value ($000) $104,204 Shares 1,592,353 Est. Cost $41.48 Unrealized -2.0%
TEX TEREX CORP 0.5%
Value ($000) $102,568 Shares 3,678,906 Est. Cost $37.75 Unrealized -24.3%
TE CONNECTIVITY LTD. 0.5%
Value ($000) $102,468 Shares 1,620,040 Est. Cost $45.54 Unrealized
SUPERIOR ENERGY SERVICES INC 0.5%
Value ($000) $90,623 Shares 4,497,396 Est. Cost $24.55 Unrealized
LABORATORY CORP OF AMERICA HOLDINGS 0.5%
Value ($000) $89,627 Shares 830,648 Est. Cost $99.74 Unrealized
NWS NEWS CORP - CLASS B 0.5%
Value ($000) $85,917 Shares 5,697,438 Est. Cost $14.59 Unrealized -9.6%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $83,551 Shares 3,003,808 Est. Cost $15.77 Unrealized +16.1%
AETNA INC 0.4%
Value ($000) $78,371 Shares 882,256 Est. Cost $66.35 Unrealized
KEY KEY CORP 0.4%
Value ($000) $75,698 Shares 5,445,875 Est. Cost $6.87 Unrealized +25.4%
DAN DANA HOLDING CORP 0.4%
Value ($000) $74,163 Shares 3,411,341 Est. Cost $15.39 Unrealized +5.4%
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.4%
Value ($000) $72,509 Shares 1,739,251 Est. Cost $23.83 Unrealized +31.2%
PFE PFIZER INC 0.4%
Value ($000) $67,613 Shares 2,170,568 Est. Cost $17.97 Unrealized 0.0%
OC OWENS CORNING 0.4%
Value ($000) $65,738 Shares 1,835,756 Est. Cost $39.75 Unrealized -16.4%
IVZ INVESCO LTD 0.3%
Value ($000) $65,163 Shares 1,648,866 Est. Cost $19.60 Unrealized +23.5%
PARTNERRE LTD 0.3%
Value ($000) $63,521 Shares 556,563 Est. Cost $90.94 Unrealized
WELLCARE HEALTH PLANS INC 0.3%
Value ($000) $63,104 Shares 769,004 Est. Cost $58.57 Unrealized
ACM AECOM TECHNOLOGY CORP 0.3%
Value ($000) $62,435 Shares 2,055,826 Est. Cost $29.96 Unrealized +0.2%
CFG CITIZENS FINANCIAL GROUP 0.3%
Value ($000) $62,150 Shares 2,500,000 Est. Cost $15.71 Unrealized +3.0%
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $60,478 Shares 2,968,250 Est. Cost $12.02 Unrealized +12.8%
MASONITE INTERNATIONAL CORP 0.3%
Value ($000) $58,942 Shares 959,033 Est. Cost $51.88 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $56,045 Shares 402,735 Est. Cost $79.34 Unrealized +35.9%
FLEX FLEXTRONICS INTERNATIONAL LTD 0.3%
Value ($000) $55,649 Shares 4,977,532 Est. Cost $6.64 Unrealized +19.1%
SYNOVUS FINANCIAL CORP 0.3%
Value ($000) $53,560 Shares 1,977,103 Est. Cost $24.52 Unrealized
TECH DATA CORP 0.3%
Value ($000) $50,398 Shares 797,058 Est. Cost $62.26 Unrealized
WBS WEBSTER FINANCIAL CORP. 0.2%
Value ($000) $46,287 Shares 1,422,907 Est. Cost $25.61 Unrealized +20.7%
BRC BRADY CORP CL A 0.2%
Value ($000) $44,359 Shares 1,622,484 Est. Cost $20.66 Unrealized -6.5%
KSS KOHLS CORP 0.2%
Value ($000) $41,785 Shares 684,550 Est. Cost $51.96 Unrealized +11.2%
ENDURANCE SPECIALTY HOLDINGS 0.2%
Value ($000) $40,700 Shares 680,150 Est. Cost $54.09 Unrealized
KBR KBR INC 0.2%
Value ($000) $39,846 Shares 2,350,825 Est. Cost $18.98 Unrealized -19.9%
GENERAL CABLE CORP DEL NE 0.2%
Value ($000) $39,671 Shares 2,662,468 Est. Cost $14.95 Unrealized
APACHE CORP 0.2%
Value ($000) $39,553 Shares 631,133 Est. Cost $83.86 Unrealized
ARW ARROW ELECTRONICS INC 0.2%
Value ($000) $39,455 Shares 681,555 Est. Cost $56.81 Unrealized -2.1%
ACTUANT CORP- A 0.2%
Value ($000) $39,395 Shares 1,446,212 Est. Cost $32.62 Unrealized
PRI PRIMERICA INC 0.2%
Value ($000) $38,926 Shares 717,390 Est. Cost $37.87 Unrealized +34.6%
TTEK TETRA TECH INC 0.2%
Value ($000) $38,853 Shares 1,455,167 Est. Cost $5.19 Unrealized +0.8%
UNITED STATIONERS INC 0.2%
Value ($000) $36,552 Shares 866,972 Est. Cost $40.21 Unrealized
ASB ASSOCIATED BANC CORP 0.2%
Value ($000) $36,547 Shares 1,961,723 Est. Cost $11.71 Unrealized +7.9%
HOSPITALITY PROPERTIES TRUST 0.2%
Value ($000) $36,409 Shares 1,174,495 Est. Cost $26.87 Unrealized
CON-WAY INC 0.2%
Value ($000) $34,381 Shares 699,082 Est. Cost $39.33 Unrealized
UPBD RENT A CENTER INC 0.2%
Value ($000) $33,469 Shares 921,503 Est. Cost $32.92 Unrealized -2.2%
DIOD DIODES INC. 0.2%
Value ($000) $32,873 Shares 1,192,336 Est. Cost $23.22 Unrealized +9.1%
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $31,815 Shares 1,228,843 Est. Cost $18.95 Unrealized +25.7%
CMCO COLUMBUS MCKINNON CORP 0.2%
Value ($000) $31,526 Shares 1,124,311 Est. Cost $23.74 Unrealized +0.2%
ACH OWENS & MINOR INC 0.2%
Value ($000) $31,382 Shares 893,816 Est. Cost $28.68 Unrealized -0.2%
LEGG MASON INC 0.2%
Value ($000) $30,560 Shares 572,607 Est. Cost $32.55 Unrealized
FIRST MIDWEST BANCORP INC 0.2%
Value ($000) $30,522 Shares 1,783,841 Est. Cost $16.09 Unrealized
VALIDUS HOLDINGS LTD 0.2%
Value ($000) $30,314 Shares 729,413 Est. Cost $38.03 Unrealized
ROCK GIBRALTAR INDUSTRIES INC 0.2%
Value ($000) $30,208 Shares 1,857,795 Est. Cost $15.87 Unrealized -6.8%
SRI STONERIDGE INC 0.2%
Value ($000) $29,757 Shares 2,313,934 Est. Cost $11.39 Unrealized +2.7%
NATIONAL PENN BANCSHARES INC 0.2%
Value ($000) $29,355 Shares 2,789,079 Est. Cost $10.23 Unrealized
GNW GENWORTH FINANCIAL INC CL A 0.2%
Value ($000) $28,728 Shares 3,379,775 Est. Cost $17.09 Unrealized -38.5%
TCF FINANCIAL CORP 0.2%
Value ($000) $28,153 Shares 1,771,757 Est. Cost $14.18 Unrealized
L-3 COMMUNICATIONS 0.1%
Value ($000) $27,454 Shares 217,523 Est. Cost $85.74 Unrealized
BBCN BANCORP INC 0.1%
Value ($000) $26,917 Shares 1,871,819 Est. Cost $14.22 Unrealized
AMERICAN EQUITY INVT LIFE 0.1%
Value ($000) $25,935 Shares 888,485 Est. Cost $15.70 Unrealized
GFF GRIFFON CORPORATION 0.1%
Value ($000) $25,437 Shares 1,912,533 Est. Cost $7.80 Unrealized +11.7%
MATW MATTHEWS INTL CORP - CL A 0.1%
Value ($000) $25,427 Shares 522,438 Est. Cost $28.01 Unrealized +25.0%
TRS TRIMAS CORP 0.1%
Value ($000) $25,411 Shares 812,107 Est. Cost $24.77 Unrealized -4.7%
ARGO GROUP INTERNATIONAL 0.1%
Value ($000) $25,176 Shares 453,861 Est. Cost $42.39 Unrealized
AIZ ASSURANT INC 0.1%
Value ($000) $23,806 Shares 347,892 Est. Cost $39.59 Unrealized +34.8%
PHH CORP 0.1%
Value ($000) $22,849 Shares 953,648 Est. Cost $20.38 Unrealized
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $20,043 Shares 918,146 Est. Cost $17.36 Unrealized +6.5%
MWA MUELLER WATER PRODUCTS INC 0.1%
Value ($000) $20,021 Shares 1,955,158 Est. Cost $5.51 Unrealized +45.0%
SYMETRA FINANCIAL CORP 0.1%
Value ($000) $20,013 Shares 868,260 Est. Cost $22.45 Unrealized
TPC TUTOR PERINI CORP 0.1%
Value ($000) $18,493 Shares 768,299 Est. Cost $17.65 Unrealized +41.7%
ASPEN INSURANCE HOLDINGS LTD 0.1%
Value ($000) $17,875 Shares 408,386 Est. Cost $36.99 Unrealized
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $17,036 Shares 730,525 Est. Cost $28.56 Unrealized
SCHNITZER STEEL INDS INC - A 0.1%
Value ($000) $17,035 Shares 755,117 Est. Cost $30.26 Unrealized
CUBIC CORP 0.1%
Value ($000) $16,456 Shares 312,615 Est. Cost $52.64 Unrealized
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $15,907 Shares 174,629 Est. Cost $57.48 Unrealized +12.4%
MLKN HERMAN MILLER INC 0.1%
Value ($000) $15,469 Shares 525,608 Est. Cost $21.04 Unrealized +10.5%
ASHLAND INC 0.1%
Value ($000) $14,260 Shares 119,075 Est. Cost $106.31 Unrealized
RRX REGAL BELOIT CORP 0.1%
Value ($000) $13,942 Shares 185,400 Est. Cost $73.44 Unrealized -4.3%
EPR EPR PROPERTIES 0.1%
Value ($000) $13,830 Shares 239,975 Est. Cost $53.95 Unrealized
MONSTER WORLDWIDE INC 0.1%
Value ($000) $13,772 Shares 2,980,853 Est. Cost $4.94 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $13,322 Shares 189,640 Est. Cost $37.30 Unrealized +38.6%
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $13,121 Shares 170,643 Est. Cost $16.60 Unrealized +52.1%
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $12,553 Shares 844,178 Est. Cost $9.32 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $12,472 Shares 336,366 Est. Cost $15.05 Unrealized +14.8%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $12,193 Shares 71,600 Est. Cost $122.83 Unrealized +8.6%
TORCHMARK CORP 0.1%
Value ($000) $10,325 Shares 190,597 Est. Cost $60.41 Unrealized
INGRAM MICRO INC CL-A 0.0%
Value ($000) $9,168 Shares 331,700 Est. Cost $18.99 Unrealized
ARC DOCUMENT SOLUTIONS INC 0.0%
Value ($000) $8,941 Shares 874,849 Est. Cost $4.54 Unrealized
INTERNATIONAL GAME TECHNOLOGY 0.0%
Value ($000) $8,735 Shares 506,350 Est. Cost $15.29 Unrealized
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.0%
Value ($000) $8,647 Shares 386,375 Est. Cost $17.28 Unrealized
ACE LTD 0.0%
Value ($000) $5,018 Shares 43,684 Est. Cost $103.43 Unrealized
BPOP POPULAR INC. 0.0%
Value ($000) $3,770 Shares 110,730 Est. Cost $21.46 Unrealized +10.1%
ADVANCED SEMICONDUCTOR E-ADR 0.0%
Value ($000) $3,395 Shares 553,800 Est. Cost $4.74 Unrealized
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $2,819 Shares 69,800 Est. Cost $45.25 Unrealized
STEEL EXCEL INC 0.0%
Value ($000) $1,711 Shares 67,212 Est. Cost $35.35 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $1,516 Shares 22,011 Est. Cost $40.94 Unrealized +40.9%
PBR PETROLEO BRASILEIRO S.A. - ADR 0.0%
Value ($000) $556 Shares 76,100 Est. Cost $14.63 Unrealized
PIPR PIPER JAFFRAY COS 0.0%
Value ($000) $272 Shares 4,688 Est. Cost $36.02 Unrealized +52.4%
USNZY USINAS SIDERURG MINAS SP ADR 0.0%
Value ($000) $26 Shares 13,782 Est. Cost $2.61 Unrealized