PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 7, 2015

Total Value ($000): $17,721,941 (100.0% shares, 0.0% debt)

Holdings (151)

HEWLETT-PACKARD CO 3.0%
Value ($000) $539,730 Shares 17,984,993 Est. Cost $24.89 Unrealized
C CITIGROUP INC 3.0%
Value ($000) $528,217 Shares 9,562,226 Est. Cost $36.02 Unrealized +12.6%
AIG AMERICAN INTERNATIONAL GROUP 3.0%
Value ($000) $526,083 Shares 8,509,917 Est. Cost $32.51 Unrealized +40.0%
BAC BANK OF AMERICA CORP 2.9%
Value ($000) $517,734 Shares 30,419,181 Est. Cost $10.52 Unrealized +24.8%
MSFT MICROSOFT CORP 2.6%
Value ($000) $469,013 Shares 10,623,172 Est. Cost $29.16 Unrealized +34.7%
ORCL ORACLE CORP 2.6%
Value ($000) $459,355 Shares 11,398,384 Est. Cost $27.49 Unrealized +34.6%
BP BP PLC - SPONS ADR 2.6%
Value ($000) $454,326 Shares 11,369,511 Est. Cost $41.64 Unrealized
NWSA NEWS CORP - CLASS A 2.5%
Value ($000) $444,156 Shares 30,442,522 Est. Cost $14.85 Unrealized -9.2%
CIGNA CORP 2.5%
Value ($000) $438,256 Shares 2,705,286 Est. Cost $80.75 Unrealized
ROYAL DUTCH SHELL PLC ADR 2.4%
Value ($000) $426,834 Shares 7,487,007 Est. Cost $63.80 Unrealized
PH PARKER HANNIFIN CORPORATION 2.3%
Value ($000) $413,005 Shares 3,550,288 Est. Cost $82.82 Unrealized +22.6%
OMC OMNICOM GROUP 2.3%
Value ($000) $409,634 Shares 5,894,861 Est. Cost $41.47 Unrealized +27.2%
MS MORGAN STANLEY 2.2%
Value ($000) $382,678 Shares 9,865,367 Est. Cost $17.61 Unrealized +61.2%
JPM JP MORGAN CHASE & CO 2.1%
Value ($000) $371,324 Shares 5,479,983 Est. Cost $36.69 Unrealized +33.9%
WMT WAL-MART STORES 2.1%
Value ($000) $367,474 Shares 5,180,794 Est. Cost $20.65 Unrealized +1.1%
VOYA VOYA FINANCIAL INC. 2.0%
Value ($000) $356,603 Shares 7,673,842 Est. Cost $32.03 Unrealized +26.0%
BAX BAXTER INTERNATIONAL INC 2.0%
Value ($000) $351,792 Shares 5,030,632 Est. Cost $32.15 Unrealized -2.1%
AXS AXIS CAPITAL HOLDINGS LTD 2.0%
Value ($000) $351,461 Shares 6,585,359 Est. Cost $32.09 Unrealized +25.2%
XOM EXXON MOBIL CORP 2.0%
Value ($000) $349,037 Shares 4,195,152 Est. Cost $55.12 Unrealized -1.5%
INTC INTEL CORPORATION 1.9%
Value ($000) $342,008 Shares 11,244,703 Est. Cost $18.51 Unrealized +35.6%
STAPLES INC 1.9%
Value ($000) $339,703 Shares 22,188,292 Est. Cost $15.37 Unrealized
SWK STANLEY BLACK & DECKER INC 1.9%
Value ($000) $339,367 Shares 3,224,699 Est. Cost $70.52 Unrealized +10.1%
MET METLIFE INC 1.9%
Value ($000) $335,691 Shares 5,995,550 Est. Cost $24.63 Unrealized +34.5%
GS GOLDMAN SACHS GROUP INC 1.8%
Value ($000) $322,584 Shares 1,545,017 Est. Cost $120.81 Unrealized +36.3%
ABT ABBOTT LABORATORIES 1.8%
Value ($000) $311,173 Shares 6,340,115 Est. Cost $28.81 Unrealized +36.5%
PNC PNC FINANCIAL SERVICES 1.6%
Value ($000) $285,501 Shares 2,984,856 Est. Cost $49.68 Unrealized +36.2%
UBS UBS GROUP AG 1.5%
Value ($000) $270,532 Shares 12,760,935 Est. Cost $17.24 Unrealized +21.2%
INTERPUBLIC GROUP OF COS INC 1.5%
Value ($000) $267,877 Shares 13,901,251 Est. Cost $9.90 Unrealized +41.7%
F FORD MOTOR COMPANY 1.5%
Value ($000) $265,975 Shares 17,719,859 Est. Cost $8.26 Unrealized +6.0%
BAKER HUGHES INC 1.5%
Value ($000) $261,156 Shares 4,232,667 Est. Cost $46.86 Unrealized
BEN FRANKLIN RESOURCES INC. 1.5%
Value ($000) $260,156 Shares 5,306,059 Est. Cost $30.73 Unrealized +1.8%
STT STATE STREET CORP 1.4%
Value ($000) $251,836 Shares 3,270,591 Est. Cost $46.58 Unrealized +23.7%
AVT AVNET INC 1.4%
Value ($000) $248,117 Shares 6,035,442 Est. Cost $27.95 Unrealized +24.3%
XL GROUP PLC 1.3%
Value ($000) $227,016 Shares 6,102,592 Est. Cost $33.64 Unrealized
MUR MURPHY OIL CORP 1.1%
Value ($000) $194,336 Shares 4,674,915 Est. Cost $39.55 Unrealized -23.2%
WILLIS GROUP HOLDINGS LTD 1.1%
Value ($000) $192,353 Shares 4,101,348 Est. Cost $41.22 Unrealized
RF REGIONS FINL CORP 1.0%
Value ($000) $176,782 Shares 17,063,917 Est. Cost $6.51 Unrealized +6.5%
LAMR LAMAR ADVERTISING CO -A 0.9%
Value ($000) $152,445 Shares 2,652,136 Est. Cost $53.64 Unrealized
CMA COMERICA INC 0.9%
Value ($000) $151,802 Shares 2,957,942 Est. Cost $26.61 Unrealized +22.4%
GLW CORNING INC 0.9%
Value ($000) $151,593 Shares 7,683,393 Est. Cost $13.55 Unrealized +18.9%
PGR PROGRESSIVE CORP 0.7%
Value ($000) $126,172 Shares 4,533,665 Est. Cost $17.72 Unrealized +13.4%
MAS MASCO CORP 0.7%
Value ($000) $125,926 Shares 4,721,623 Est. Cost $15.12 Unrealized +33.7%
WFC WELLS FARGO CO 0.7%
Value ($000) $124,983 Shares 2,222,313 Est. Cost $28.02 Unrealized +47.6%
ON ON SEMICONDUCTOR CORP 0.7%
Value ($000) $119,679 Shares 10,237,702 Est. Cost $8.75 Unrealized +40.2%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $114,435 Shares 1,174,169 Est. Cost $66.17 Unrealized +12.6%
AETNA INC 0.6%
Value ($000) $105,121 Shares 824,734 Est. Cost $66.35 Unrealized
SUPERIOR ENERGY SERVICES INC 0.6%
Value ($000) $99,583 Shares 4,733,009 Est. Cost $24.34 Unrealized
TEX TEREX CORP 0.5%
Value ($000) $92,928 Shares 3,996,888 Est. Cost $36.88 Unrealized -28.5%
ACM AECOM 0.5%
Value ($000) $92,534 Shares 2,797,271 Est. Cost $29.28 Unrealized +8.4%
EIX EDISON INTERNATIONAL 0.5%
Value ($000) $88,790 Shares 1,597,509 Est. Cost $39.78 Unrealized -0.8%
LABORATORY CORP OF AMERICA HOLDINGS 0.5%
Value ($000) $87,203 Shares 719,376 Est. Cost $99.74 Unrealized
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $83,242 Shares 3,031,377 Est. Cost $15.77 Unrealized +30.8%
KELLOGG COMPANY 0.5%
Value ($000) $81,267 Shares 1,296,130 Est. Cost $41.49 Unrealized -0.9%
KEY KEY CORP 0.5%
Value ($000) $80,052 Shares 5,329,700 Est. Cost $6.87 Unrealized +40.3%
NWS NEWS CORP - CLASS B 0.4%
Value ($000) $78,088 Shares 5,483,700 Est. Cost $14.59 Unrealized -8.6%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $72,728 Shares 3,493,200 Est. Cost $12.16 Unrealized +15.3%
DAN DANA HOLDING CORP 0.4%
Value ($000) $72,642 Shares 3,529,729 Est. Cost $15.45 Unrealized +12.9%
PFE PFIZER INC 0.4%
Value ($000) $72,419 Shares 2,159,818 Est. Cost $17.97 Unrealized +15.6%
WBS WEBSTER FINANCIAL CORP. 0.4%
Value ($000) $69,404 Shares 1,754,838 Est. Cost $27.36 Unrealized +37.9%
CFG CITIZENS FINANCIAL GROUP 0.4%
Value ($000) $68,325 Shares 2,501,841 Est. Cost $15.71 Unrealized +15.5%
SYNOVUS FINANCIAL CORP 0.4%
Value ($000) $67,808 Shares 2,200,121 Est. Cost $24.92 Unrealized
FLEX FLEXTRONICS INTERNATIONAL LTD 0.4%
Value ($000) $64,720 Shares 5,722,407 Est. Cost $6.93 Unrealized +32.7%
IVZ INVESCO LTD 0.3%
Value ($000) $61,165 Shares 1,631,500 Est. Cost $19.60 Unrealized +27.1%
DOV DOVER CORP 0.3%
Value ($000) $58,549 Shares 834,269 Est. Cost $49.33 Unrealized 0.0%
GNW GENWORTH FINANCIAL INC CL A 0.3%
Value ($000) $58,419 Shares 7,717,118 Est. Cost $11.82 Unrealized -32.5%
ETR ENTERGY CORP 0.3%
Value ($000) $56,147 Shares 796,411 Est. Cost $20.56 Unrealized +19.8%
TE CONNECTIVITY LTD. 0.3%
Value ($000) $56,107 Shares 872,578 Est. Cost $45.54 Unrealized
CVS CVS HEALTH CORPORATION 0.3%
Value ($000) $55,300 Shares 527,265 Est. Cost $74.28 Unrealized +1.3%
ACTUANT CORP- A 0.3%
Value ($000) $54,888 Shares 2,377,118 Est. Cost $29.04 Unrealized
TORCHMARK CORP 0.3%
Value ($000) $53,111 Shares 912,243 Est. Cost $56.84 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $52,952 Shares 373,824 Est. Cost $79.34 Unrealized +48.0%
TECH DATA CORP 0.3%
Value ($000) $50,333 Shares 874,442 Est. Cost $61.85 Unrealized
OC OWENS CORNING 0.3%
Value ($000) $48,255 Shares 1,169,813 Est. Cost $39.75 Unrealized +3.1%
KBR KBR INC 0.3%
Value ($000) $46,646 Shares 2,394,550 Est. Cost $18.88 Unrealized -18.8%
ROCK GIBRALTAR INDUSTRIES INC 0.3%
Value ($000) $44,603 Shares 2,189,654 Est. Cost $16.23 Unrealized +11.9%
ENDURANCE SPECIALTY HOLDINGS 0.3%
Value ($000) $44,428 Shares 676,228 Est. Cost $54.09 Unrealized
MASONITE INTERNATIONAL CORP 0.2%
Value ($000) $41,659 Shares 594,193 Est. Cost $51.88 Unrealized
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.2%
Value ($000) $40,647 Shares 977,801 Est. Cost $23.83 Unrealized +39.7%
TELEFONICA BRASIL - ADR 0.2%
Value ($000) $39,749 Shares 2,853,465 Est. Cost $14.84 Unrealized
ARW ARROW ELECTRONICS INC 0.2%
Value ($000) $38,954 Shares 698,095 Est. Cost $56.85 Unrealized +6.9%
ASB ASSOCIATED BANC CORP 0.2%
Value ($000) $38,766 Shares 1,912,475 Est. Cost $11.71 Unrealized +15.5%
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $36,999 Shares 1,237,026 Est. Cost $19.42 Unrealized +52.9%
AIZ ASSURANT INC 0.2%
Value ($000) $36,984 Shares 552,001 Est. Cost $43.91 Unrealized +18.8%
ACH OWENS & MINOR INC 0.2%
Value ($000) $36,977 Shares 1,087,551 Est. Cost $28.88 Unrealized +0.7%
BRC BRADY CORP CL A 0.2%
Value ($000) $36,900 Shares 1,491,492 Est. Cost $20.66 Unrealized +2.4%
GENERAL CABLE CORP DEL NE 0.2%
Value ($000) $34,902 Shares 1,768,979 Est. Cost $14.95 Unrealized
TTEK TETRA TECH INC 0.2%
Value ($000) $34,467 Shares 1,344,254 Est. Cost $5.19 Unrealized -1.2%
STANCORP FINANCIAL GROUP 0.2%
Value ($000) $34,191 Shares 452,205 Est. Cost $73.35 Unrealized
VALIDUS HOLDINGS LTD 0.2%
Value ($000) $33,318 Shares 757,398 Est. Cost $38.22 Unrealized
FIRST MIDWEST BANCORP INC 0.2%
Value ($000) $32,879 Shares 1,733,198 Est. Cost $16.09 Unrealized
PRI PRIMERICA INC 0.2%
Value ($000) $32,849 Shares 718,963 Est. Cost $37.87 Unrealized +23.3%
BBCN BANCORP INC 0.2%
Value ($000) $32,367 Shares 2,188,443 Est. Cost $14.25 Unrealized
APACHE CORP 0.2%
Value ($000) $31,532 Shares 547,150 Est. Cost $83.86 Unrealized
NATIONAL PENN BANCSHARES INC 0.2%
Value ($000) $30,833 Shares 2,733,386 Est. Cost $10.23 Unrealized
TRIPLE-S MANAGEMENT CORP-B 0.2%
Value ($000) $29,688 Shares 1,156,963 Est. Cost $25.66 Unrealized
ESSENDANT INC 0.2%
Value ($000) $29,245 Shares 745,104 Est. Cost $39.25 Unrealized
T AT&T INC 0.2%
Value ($000) $29,235 Shares 823,058 Est. Cost $12.21 Unrealized 0.0%
TRS TRIMAS CORP 0.2%
Value ($000) $28,370 Shares 958,435 Est. Cost $24.60 Unrealized -3.2%
DIOD DIODES INC. 0.2%
Value ($000) $27,486 Shares 1,140,007 Est. Cost $23.22 Unrealized +14.6%
CMCO COLUMBUS MCKINNON CORP 0.2%
Value ($000) $26,814 Shares 1,072,577 Est. Cost $23.74 Unrealized -4.1%
MATW MATTHEWS INTL CORP - CL A 0.2%
Value ($000) $26,780 Shares 503,945 Est. Cost $28.01 Unrealized +40.4%
TCF FINANCIAL CORP 0.1%
Value ($000) $26,435 Shares 1,591,518 Est. Cost $14.24 Unrealized
ARGO GROUP INTERNATIONAL 0.1%
Value ($000) $26,434 Shares 474,584 Est. Cost $42.67 Unrealized
SRI STONERIDGE INC 0.1%
Value ($000) $26,420 Shares 2,256,190 Est. Cost $11.39 Unrealized +6.0%
CON-WAY INC 0.1%
Value ($000) $26,067 Shares 679,364 Est. Cost $39.33 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.1%
Value ($000) $25,518 Shares 532,742 Est. Cost $39.50 Unrealized
UPBD RENT A CENTER INC 0.1%
Value ($000) $25,216 Shares 889,444 Est. Cost $32.89 Unrealized -8.7%
CUBIC CORP 0.1%
Value ($000) $24,559 Shares 516,167 Est. Cost $50.61 Unrealized
PHH CORP 0.1%
Value ($000) $24,194 Shares 929,448 Est. Cost $20.38 Unrealized
L-3 COMMUNICATIONS 0.1%
Value ($000) $24,175 Shares 213,223 Est. Cost $85.74 Unrealized
LEGG MASON INC 0.1%
Value ($000) $23,655 Shares 459,054 Est. Cost $32.55 Unrealized
KSS KOHLS CORP 0.1%
Value ($000) $21,718 Shares 346,875 Est. Cost $51.96 Unrealized +33.6%
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $19,549 Shares 918,233 Est. Cost $17.36 Unrealized +24.4%
SYMETRA FINANCIAL CORP 0.1%
Value ($000) $18,256 Shares 755,300 Est. Cost $22.45 Unrealized
SCHNITZER STEEL INDS INC - A 0.1%
Value ($000) $18,243 Shares 1,044,251 Est. Cost $26.26 Unrealized
HOSPITALITY PROPERTIES TRUST 0.1%
Value ($000) $16,929 Shares 587,397 Est. Cost $26.87 Unrealized
GTLS CHART INDUSTRIES INC 0.1%
Value ($000) $16,515 Shares 461,954 Est. Cost $36.63 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $16,331 Shares 265,937 Est. Cost $45.77 Unrealized +1.3%
TPC TUTOR PERINI CORP 0.1%
Value ($000) $16,301 Shares 755,354 Est. Cost $17.70 Unrealized +29.0%
INGRAM MICRO INC CL-A 0.1%
Value ($000) $16,202 Shares 647,315 Est. Cost $21.95 Unrealized
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $15,421 Shares 730,525 Est. Cost $28.56 Unrealized
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $14,467 Shares 184,904 Est. Cost $57.90 Unrealized +3.6%
MONSTER WORLDWIDE INC 0.1%
Value ($000) $13,497 Shares 2,063,818 Est. Cost $4.94 Unrealized
RRX REGAL BELOIT CORP 0.1%
Value ($000) $13,458 Shares 185,400 Est. Cost $73.44 Unrealized +5.2%
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $13,424 Shares 490,826 Est. Cost $22.50 Unrealized +12.9%
EPR EPR PROPERTIES 0.1%
Value ($000) $13,146 Shares 239,975 Est. Cost $53.95 Unrealized
PCG PG&E CORP 0.1%
Value ($000) $13,050 Shares 265,783 Est. Cost $47.42 Unrealized 0.0%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $13,032 Shares 71,600 Est. Cost $122.83 Unrealized +18.3%
CDW CDW CORP 0.1%
Value ($000) $11,052 Shares 322,409 Est. Cost $33.01 Unrealized 0.0%
GFF GRIFFON CORPORATION 0.1%
Value ($000) $11,018 Shares 692,110 Est. Cost $7.80 Unrealized +53.0%
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $10,751 Shares 839,292 Est. Cost $9.32 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $10,484 Shares 333,668 Est. Cost $15.05 Unrealized +9.1%
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.0%
Value ($000) $8,775 Shares 386,375 Est. Cost $17.28 Unrealized
WELLCARE HEALTH PLANS INC 0.0%
Value ($000) $8,458 Shares 99,706 Est. Cost $58.57 Unrealized
ACE LTD 0.0%
Value ($000) $7,745 Shares 76,171 Est. Cost $103.13 Unrealized
BPOP POPULAR INC. 0.0%
Value ($000) $7,113 Shares 246,480 Est. Cost $23.60 Unrealized +7.4%
CTSH COGNIZANT TECH SOLUTIONS - A 0.0%
Value ($000) $6,802 Shares 111,341 Est. Cost $53.07 Unrealized +4.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $6,618 Shares 102,015 Est. Cost $37.30 Unrealized +45.6%
IBN ICICI BANK LTD - SPON ADR 0.0%
Value ($000) $6,176 Shares 592,750 Est. Cost $10.36 Unrealized
G GENPACT LTD 0.0%
Value ($000) $5,977 Shares 280,200 Est. Cost $19.51 Unrealized +3.9%
ARC DOCUMENT SOLUTIONS INC 0.0%
Value ($000) $5,802 Shares 762,459 Est. Cost $4.54 Unrealized
INFY NFOSYS LTD - SP ADR 0.0%
Value ($000) $3,864 Shares 243,756 Est. Cost $25.46 Unrealized
WIT WIPRO LTD - ADR 0.0%
Value ($000) $3,048 Shares 254,675 Est. Cost $13.32 Unrealized
KEY ENERGY SERVICES INC 0.0%
Value ($000) $2,547 Shares 1,414,936 Est. Cost $1.82 Unrealized
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $1,717 Shares 46,325 Est. Cost $45.25 Unrealized
UVV UNIVERSAL CORP 0.0%
Value ($000) $1,664 Shares 29,036 Est. Cost $50.58 Unrealized 0.0%
STEEL EXCEL INC 0.0%
Value ($000) $1,398 Shares 67,212 Est. Cost $35.35 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $1,347 Shares 13,210 Est. Cost $101.97 Unrealized
PBR PETROLEO BRASILEIRO S.A. - ADR 0.0%
Value ($000) $689 Shares 76,100 Est. Cost $14.63 Unrealized
MWA MUELLER WATER PRODUCTS INC 0.0%
Value ($000) $375 Shares 41,158 Est. Cost $5.51 Unrealized +48.0%
USNZY USINAS SIDERURG MINAS SP ADR 0.0%
Value ($000) $51 Shares 37,407 Est. Cost $1.96 Unrealized