PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 8, 2015

Total Value ($000): $17,991,627 (100.0% shares, 0.0% debt)

Holdings (151)

CIGNA CORP 3.4%
Value ($000) $610,734 Shares 4,718,281 Est. Cost $80.75 Unrealized
HEWLETT-PACKARD CO 3.1%
Value ($000) $551,013 Shares 17,683,338 Est. Cost $24.80 Unrealized
ORCL ORACLE CORP 2.8%
Value ($000) $509,065 Shares 11,797,564 Est. Cost $27.49 Unrealized +34.0%
AIG AMERICAN INTERNATIONAL GROUP 2.8%
Value ($000) $505,156 Shares 9,219,859 Est. Cost $32.51 Unrealized +26.8%
C CITIGROUP INC 2.8%
Value ($000) $502,963 Shares 9,762,477 Est. Cost $36.02 Unrealized +5.3%
BAC BANK OF AMERICA CORP 2.6%
Value ($000) $475,741 Shares 30,912,335 Est. Cost $10.52 Unrealized +21.2%
BP BP PLC - SPONS ADR 2.6%
Value ($000) $466,691 Shares 11,932,772 Est. Cost $41.64 Unrealized
PH PARKER HANNIFIN CORPORATION 2.4%
Value ($000) $434,946 Shares 3,661,776 Est. Cost $82.82 Unrealized +22.3%
OMC OMNICOM GROUP 2.4%
Value ($000) $430,199 Shares 5,516,790 Est. Cost $40.69 Unrealized +30.3%
NWSA NEWS CORP - CLASS A 2.4%
Value ($000) $427,869 Shares 26,725,106 Est. Cost $15.04 Unrealized -5.5%
ROYAL DUTCH SHELL PLC ADR 2.4%
Value ($000) $425,099 Shares 7,126,558 Est. Cost $64.15 Unrealized
MS MORGAN STANLEY 2.2%
Value ($000) $394,513 Shares 11,053,886 Est. Cost $17.61 Unrealized +51.4%
MSFT MICROSOFT CORP 2.1%
Value ($000) $374,698 Shares 9,216,540 Est. Cost $27.62 Unrealized +34.8%
STAPLES INC 2.1%
Value ($000) $372,342 Shares 22,864,122 Est. Cost $15.37 Unrealized
INTC INTEL CORPORATION 2.0%
Value ($000) $366,268 Shares 11,713,076 Est. Cost $18.51 Unrealized +40.5%
AXS AXIS CAPITAL HOLDINGS LTD 2.0%
Value ($000) $355,719 Shares 6,896,456 Est. Cost $32.09 Unrealized +17.8%
XOM EXXON MOBIL CORP 2.0%
Value ($000) $354,346 Shares 4,168,772 Est. Cost $55.12 Unrealized +0.8%
VOYA VOYA FINANCIAL INC. 1.9%
Value ($000) $350,790 Shares 8,137,084 Est. Cost $32.03 Unrealized +17.7%
JPM JP MORGAN CHASE & CO 1.9%
Value ($000) $349,088 Shares 5,762,434 Est. Cost $36.69 Unrealized +20.7%
BAX BAXTER INTERNATIONAL INC 1.9%
Value ($000) $344,447 Shares 5,028,418 Est. Cost $32.15 Unrealized -1.6%
SWK STANLEY BLACK & DECKER INC 1.8%
Value ($000) $320,435 Shares 3,360,265 Est. Cost $70.52 Unrealized +2.8%
BAKER HUGHES INC 1.8%
Value ($000) $319,166 Shares 5,019,909 Est. Cost $46.86 Unrealized
PNC PNC FINANCIAL SERVICES 1.8%
Value ($000) $316,738 Shares 3,397,023 Est. Cost $49.68 Unrealized +29.4%
MET METLIFE INC 1.7%
Value ($000) $311,098 Shares 6,154,256 Est. Cost $24.63 Unrealized +26.7%
INTERPUBLIC GROUP OF COS INC 1.7%
Value ($000) $309,574 Shares 13,995,213 Est. Cost $9.90 Unrealized +44.1%
GS GOLDMAN SACHS GROUP INC 1.7%
Value ($000) $307,111 Shares 1,633,832 Est. Cost $120.81 Unrealized +24.0%
STT STATE STREET CORP 1.7%
Value ($000) $304,540 Shares 4,141,716 Est. Cost $46.58 Unrealized +18.4%
ABT ABBOTT LABORATORIES 1.6%
Value ($000) $295,296 Shares 6,373,745 Est. Cost $28.81 Unrealized +29.9%
UBS UBS GROUP AG 1.6%
Value ($000) $291,062 Shares 15,506,768 Est. Cost $17.24 Unrealized +0.9%
F FORD MOTOR COMPANY 1.6%
Value ($000) $284,660 Shares 17,636,933 Est. Cost $8.26 Unrealized +6.9%
AVT AVNET INC 1.5%
Value ($000) $266,070 Shares 5,979,096 Est. Cost $27.95 Unrealized +24.3%
TRW AUTOMOTIVE HOLDINGS CORP 1.4%
Value ($000) $258,932 Shares 2,469,544 Est. Cost $74.34 Unrealized
BEN FRANKLIN RESOURCES INC. 1.4%
Value ($000) $248,491 Shares 4,841,999 Est. Cost $30.67 Unrealized +5.2%
***XL GROUP PLC 1.3%
Value ($000) $228,858 Shares 6,218,968 Est. Cost $33.64 Unrealized
MUR MURPHY OIL CORP 1.2%
Value ($000) $218,416 Shares 4,687,046 Est. Cost $39.55 Unrealized -19.0%
WILLIS GROUP HOLDINGS LTD 1.2%
Value ($000) $216,330 Shares 4,490,045 Est. Cost $41.22 Unrealized
GLW CORNING INC 1.0%
Value ($000) $175,200 Shares 7,724,858 Est. Cost $13.55 Unrealized +31.6%
LAMR LAMAR ADVERTISING CO -A 0.9%
Value ($000) $160,947 Shares 2,715,488 Est. Cost $53.64 Unrealized
MAS MASCO CORP 0.9%
Value ($000) $156,436 Shares 5,859,013 Est. Cost $15.12 Unrealized +27.7%
ON ON SEMICONDUCTOR CORP 0.8%
Value ($000) $141,439 Shares 11,679,520 Est. Cost $8.75 Unrealized +30.9%
CMA COMERICA INC 0.8%
Value ($000) $141,168 Shares 3,128,023 Est. Cost $26.61 Unrealized +11.7%
WFC WELLS FARGO CO 0.7%
Value ($000) $125,245 Shares 2,302,295 Est. Cost $28.02 Unrealized +42.2%
PGR PROGRESSIVE CORP 0.7%
Value ($000) $124,179 Shares 4,565,394 Est. Cost $17.72 Unrealized +10.1%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $118,106 Shares 1,174,016 Est. Cost $66.17 Unrealized +13.5%
RF REGIONS FINL CORP 0.6%
Value ($000) $115,337 Shares 12,204,991 Est. Cost $6.34 Unrealized +2.0%
KELLOGG COMPANY 0.6%
Value ($000) $110,646 Shares 1,677,730 Est. Cost $41.49 Unrealized +0.6%
WMT WAL-MART STORES 0.6%
Value ($000) $109,726 Shares 1,334,049 Est. Cost $19.99 Unrealized +15.3%
SUPERIOR ENERGY SERVICES INC 0.6%
Value ($000) $99,566 Shares 4,456,841 Est. Cost $24.55 Unrealized
TEX TEREX CORP 0.5%
Value ($000) $98,133 Shares 3,690,586 Est. Cost $37.75 Unrealized -33.1%
ETR ENTERGY CORP 0.5%
Value ($000) $95,516 Shares 1,232,622 Est. Cost $20.56 Unrealized +29.5%
AETNA INC 0.5%
Value ($000) $92,426 Shares 867,609 Est. Cost $66.35 Unrealized
LABORATORY CORP OF AMERICA HOLDINGS 0.5%
Value ($000) $91,803 Shares 728,078 Est. Cost $99.74 Unrealized
NWS NEWS CORP - CLASS B 0.5%
Value ($000) $87,273 Shares 5,499,230 Est. Cost $14.59 Unrealized -4.8%
ACM AECOM 0.5%
Value ($000) $86,896 Shares 2,819,465 Est. Cost $29.28 Unrealized -6.3%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $83,042 Shares 3,016,965 Est. Cost $15.77 Unrealized +27.5%
KEY KEY CORP 0.4%
Value ($000) $76,079 Shares 5,372,825 Est. Cost $6.87 Unrealized +30.2%
PFE PFIZER INC 0.4%
Value ($000) $75,133 Shares 2,159,618 Est. Cost $17.97 Unrealized +11.9%
DAN DANA HOLDING CORP 0.4%
Value ($000) $74,473 Shares 3,519,504 Est. Cost $15.45 Unrealized +12.4%
FLEX FLEXTRONICS INTERNATIONAL LTD 0.4%
Value ($000) $70,192 Shares 5,537,807 Est. Cost $6.86 Unrealized +27.9%
OC OWENS CORNING 0.4%
Value ($000) $70,161 Shares 1,616,621 Est. Cost $39.75 Unrealized -0.3%
TE CONNECTIVITY LTD. 0.4%
Value ($000) $68,772 Shares 960,228 Est. Cost $45.54 Unrealized
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $65,847 Shares 3,493,200 Est. Cost $12.16 Unrealized +6.6%
IVZ NVESCO LTD 0.4%
Value ($000) $64,820 Shares 1,633,150 Est. Cost $19.60 Unrealized +23.2%
WBS WEBSTER FINANCIAL CORP. 0.3%
Value ($000) $61,320 Shares 1,655,063 Est. Cost $26.73 Unrealized +25.6%
SYNOVUS FINANCIAL CORP 0.3%
Value ($000) $60,632 Shares 2,164,646 Est. Cost $24.82 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.3%
Value ($000) $60,325 Shares 2,500,000 Est. Cost $15.71 Unrealized +6.4%
CVS CVS HEALTH CORPORATION 0.3%
Value ($000) $54,409 Shares 527,165 Est. Cost $74.28 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $53,677 Shares 373,824 Est. Cost $79.34 Unrealized +49.4%
ACTUANT CORP- A 0.3%
Value ($000) $47,844 Shares 2,015,332 Est. Cost $30.11 Unrealized
GNW GENWORTH FINANCIAL INC CL A 0.3%
Value ($000) $47,608 Shares 6,512,725 Est. Cost $12.53 Unrealized -39.3%
TECH DATA CORP 0.3%
Value ($000) $47,150 Shares 816,169 Est. Cost $62.15 Unrealized
BRC BRADY CORP CL A 0.3%
Value ($000) $45,016 Shares 1,591,229 Est. Cost $20.66 Unrealized +5.6%
ARW ARROW ELECTRONICS INC 0.2%
Value ($000) $42,271 Shares 691,263 Est. Cost $56.85 Unrealized +4.7%
PARTNERRE LTD 0.2%
Value ($000) $41,257 Shares 360,861 Est. Cost $90.94 Unrealized
ENDURANCE SPECIALTY HOLDINGS 0.2%
Value ($000) $41,080 Shares 671,903 Est. Cost $54.09 Unrealized
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.2%
Value ($000) $40,892 Shares 977,801 Est. Cost $23.83 Unrealized +36.5%
MASONITE INTERNATIONAL CORP 0.2%
Value ($000) $39,919 Shares 593,500 Est. Cost $51.88 Unrealized
GENERAL CABLE CORP DEL NE 0.2%
Value ($000) $39,608 Shares 2,298,792 Est. Cost $14.95 Unrealized
WELLCARE HEALTH PLANS INC 0.2%
Value ($000) $39,050 Shares 426,966 Est. Cost $58.57 Unrealized
TORCHMARK CORP 0.2%
Value ($000) $38,413 Shares 699,436 Est. Cost $56.42 Unrealized
APACHE CORP 0.2%
Value ($000) $37,966 Shares 629,308 Est. Cost $83.86 Unrealized
KSS KOHLS CORP 0.2%
Value ($000) $37,861 Shares 483,850 Est. Cost $51.96 Unrealized +31.0%
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $37,651 Shares 1,320,174 Est. Cost $19.42 Unrealized +32.6%
PRI PRIMERICA INC 0.2%
Value ($000) $36,460 Shares 716,313 Est. Cost $37.87 Unrealized +37.2%
ACH OWENS & MINOR INC 0.2%
Value ($000) $36,460 Shares 1,077,426 Est. Cost $28.88 Unrealized +3.3%
ASB ASSOCIATED BANC CORP 0.2%
Value ($000) $35,318 Shares 1,898,825 Est. Cost $11.71 Unrealized +7.7%
KBR KBR INC 0.2%
Value ($000) $34,673 Shares 2,394,550 Est. Cost $18.88 Unrealized -26.6%
UNITED STATIONERS INC 0.2%
Value ($000) $33,074 Shares 806,874 Est. Cost $40.21 Unrealized
DIOD DIODES INC. 0.2%
Value ($000) $32,287 Shares 1,130,482 Est. Cost $23.22 Unrealized +20.5%
TTEK TETRA TECH INC 0.2%
Value ($000) $32,021 Shares 1,333,104 Est. Cost $5.19 Unrealized -4.7%
BBCN BANCORP INC 0.2%
Value ($000) $31,429 Shares 2,172,043 Est. Cost $14.25 Unrealized
VALIDUS HOLDINGS LTD 0.2%
Value ($000) $31,153 Shares 739,978 Est. Cost $38.09 Unrealized
AIZ ASSURANT INC 0.2%
Value ($000) $31,098 Shares 506,398 Est. Cost $43.17 Unrealized +18.2%
ROCK GIBRALTAR INDUSTRIES INC 0.2%
Value ($000) $30,319 Shares 1,847,573 Est. Cost $15.87 Unrealized -2.6%
FIRST MIDWEST BANCORP INC 0.2%
Value ($000) $29,891 Shares 1,720,823 Est. Cost $16.09 Unrealized
CON-WAY INC 0.2%
Value ($000) $29,771 Shares 674,614 Est. Cost $39.33 Unrealized
NATIONAL PENN BANCSHARES INC 0.2%
Value ($000) $29,183 Shares 2,709,611 Est. Cost $10.23 Unrealized
TELEFONICA BRASIL - ADR 0.2%
Value ($000) $29,101 Shares 1,903,275 Est. Cost $15.29 Unrealized
TCF FINANCIAL CORP 0.2%
Value ($000) $29,058 Shares 1,848,459 Est. Cost $14.24 Unrealized
CMCO COLUMBUS MCKINNON CORP 0.2%
Value ($000) $28,721 Shares 1,066,128 Est. Cost $23.74 Unrealized -0.4%
L-3 COMMUNICATIONS 0.1%
Value ($000) $26,815 Shares 213,173 Est. Cost $85.74 Unrealized
MATW MATTHEWS INTL CORP - CL A 0.1%
Value ($000) $25,760 Shares 500,095 Est. Cost $28.01 Unrealized +32.3%
LEGG MASON INC 0.1%
Value ($000) $25,318 Shares 458,656 Est. Cost $32.55 Unrealized
SRI STONERIDGE INC 0.1%
Value ($000) $25,308 Shares 2,241,636 Est. Cost $11.39 Unrealized +5.4%
TRS TRIMAS CORP 0.1%
Value ($000) $24,291 Shares 788,937 Est. Cost $24.77 Unrealized -4.7%
UPBD RENT A CENTER INC 0.1%
Value ($000) $24,126 Shares 879,219 Est. Cost $32.92 Unrealized -7.4%
ARGO GROUP INTERNATIONAL 0.1%
Value ($000) $23,600 Shares 470,585 Est. Cost $42.67 Unrealized
PHH CORP 0.1%
Value ($000) $22,283 Shares 921,948 Est. Cost $20.38 Unrealized
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $21,454 Shares 917,604 Est. Cost $17.36 Unrealized +14.7%
GFF GRIFFON CORPORATION 0.1%
Value ($000) $20,368 Shares 1,168,562 Est. Cost $7.80 Unrealized +42.0%
SYMETRA FINANCIAL CORP 0.1%
Value ($000) $20,343 Shares 867,135 Est. Cost $22.45 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.1%
Value ($000) $19,377 Shares 410,262 Est. Cost $36.99 Unrealized
HOSPITALITY PROPERTIES TRUST 0.1%
Value ($000) $19,349 Shares 586,524 Est. Cost $26.87 Unrealized
AMERICAN EQUITY INVT LIFE 0.1%
Value ($000) $18,638 Shares 639,809 Est. Cost $15.70 Unrealized
MWA MUELLER WATER PRODUCTS INC 0.1%
Value ($000) $17,512 Shares 1,777,821 Est. Cost $5.51 Unrealized +46.8%
TPC TUTOR PERINI CORP 0.1%
Value ($000) $17,446 Shares 747,154 Est. Cost $17.65 Unrealized +33.1%
SCHNITZER STEEL INDS INC - A 0.1%
Value ($000) $16,576 Shares 1,045,126 Est. Cost $26.26 Unrealized
CUBIC CORP 0.1%
Value ($000) $16,009 Shares 309,232 Est. Cost $52.64 Unrealized
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $15,372 Shares 187,604 Est. Cost $57.90 Unrealized +9.8%
ASHLAND INC 0.1%
Value ($000) $15,159 Shares 119,075 Est. Cost $106.31 Unrealized
RRX REGAL BELOIT CORP 0.1%
Value ($000) $14,817 Shares 185,400 Est. Cost $73.44 Unrealized +2.0%
EPR EPR PROPERTIES 0.1%
Value ($000) $14,406 Shares 239,975 Est. Cost $53.95 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $13,497 Shares 189,640 Est. Cost $37.30 Unrealized +49.3%
MONSTER WORLDWIDE INC 0.1%
Value ($000) $13,085 Shares 2,063,818 Est. Cost $4.94 Unrealized
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $12,938 Shares 730,525 Est. Cost $28.56 Unrealized
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $12,469 Shares 71,660 Est. Cost $122.83 Unrealized +13.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $12,384 Shares 198,910 Est. Cost $45.57 Unrealized 0.0%
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $12,263 Shares 162,142 Est. Cost $16.60 Unrealized +53.6%
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $11,859 Shares 839,292 Est. Cost $9.32 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $11,215 Shares 333,668 Est. Cost $15.05 Unrealized +11.8%
INGRAM MICRO INC CL-A 0.1%
Value ($000) $11,104 Shares 442,050 Est. Cost $20.52 Unrealized
MLKN HERMAN MILLER INC 0.1%
Value ($000) $10,857 Shares 391,110 Est. Cost $21.04 Unrealized +6.9%
EIX EDISON INTERNATIONAL 0.1%
Value ($000) $10,346 Shares 165,609 Est. Cost $42.55 Unrealized 0.0%
STANCORP FINANCIAL GROUP 0.1%
Value ($000) $10,000 Shares 145,766 Est. Cost $68.60 Unrealized
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.1%
Value ($000) $9,072 Shares 386,375 Est. Cost $17.28 Unrealized
INTERNATIONAL GAME TECHNOLOGY 0.0%
Value ($000) $8,849 Shares 508,254 Est. Cost $15.29 Unrealized
ARC DOCUMENT SOLUTIONS INC 0.0%
Value ($000) $7,473 Shares 809,658 Est. Cost $4.54 Unrealized
G GENPACT LTD 0.0%
Value ($000) $6,283 Shares 270,225 Est. Cost $19.48 Unrealized 0.0%
IBN CICI BANK LTD - SPON ADR 0.0%
Value ($000) $6,141 Shares 592,750 Est. Cost $10.36 Unrealized
CTSH COGNIZANT TECH SOLUTIONS - A 0.0%
Value ($000) $5,311 Shares 85,125 Est. Cost $52.28 Unrealized 0.0%
ACE LTD 0.0%
Value ($000) $5,256 Shares 47,147 Est. Cost $104.02 Unrealized
GAZPROM OAO - SPON ADR 0.0%
Value ($000) $4,420 Shares 937,500 Est. Cost $4.71 Unrealized
INFY NFOSYS LTD - SP ADR 0.0%
Value ($000) $4,275 Shares 121,878 Est. Cost $35.08 Unrealized
ADVANCED SEMICONDUCTOR E-ADR 0.0%
Value ($000) $3,987 Shares 553,800 Est. Cost $4.74 Unrealized
BPOP POPULAR INC. 0.0%
Value ($000) $3,808 Shares 110,730 Est. Cost $21.46 Unrealized +16.2%
WIT WIPRO LTD - ADR 0.0%
Value ($000) $3,392 Shares 254,675 Est. Cost $13.32 Unrealized
KEY ENERGY SERVICES INC 0.0%
Value ($000) $2,336 Shares 1,283,343 Est. Cost $1.82 Unrealized
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $1,728 Shares 46,325 Est. Cost $45.25 Unrealized
STEEL EXCEL INC 0.0%
Value ($000) $1,445 Shares 67,212 Est. Cost $35.35 Unrealized
PBR PETROLEO BRASILEIRO S.A. - ADR 0.0%
Value ($000) $457 Shares 76,100 Est. Cost $14.63 Unrealized
USNZY USINAS SIDERURG MINAS SP ADR 0.0%
Value ($000) $59 Shares 37,407 Est. Cost $1.96 Unrealized