PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 6, 2015

Total Value ($000): $15,706,604 (100.0% shares, 0.0% debt)

Holdings (148)

HEWLETT-PACKARD CO 3.1%
Value ($000) $490,274 Shares 19,143,841 Est. Cost $24.93 Unrealized
BAC BANK OF AMERICA CORP 3.0%
Value ($000) $465,404 Shares 29,871,875 Est. Cost $10.52 Unrealized +27.8%
AIG AMERICAN INTERNATIONAL GROUP 3.0%
Value ($000) $465,230 Shares 8,187,787 Est. Cost $32.51 Unrealized +45.2%
C CITIGROUP INC 2.9%
Value ($000) $461,918 Shares 9,310,992 Est. Cost $36.02 Unrealized +13.1%
XOM EXXON MOBIL CORP 2.9%
Value ($000) $454,267 Shares 6,109,850 Est. Cost $53.23 Unrealized -7.8%
MSFT MICROSOFT CORP 2.9%
Value ($000) $449,726 Shares 10,161,006 Est. Cost $29.16 Unrealized +33.5%
ROYAL DUTCH SHELL PLC ADR 2.8%
Value ($000) $439,191 Shares 9,267,589 Est. Cost $60.65 Unrealized
WMT WAL-MART STORES 2.6%
Value ($000) $410,043 Shares 6,323,926 Est. Cost $20.34 Unrealized -7.0%
ORCL ORACLE CORP 2.6%
Value ($000) $400,567 Shares 11,089,893 Est. Cost $27.49 Unrealized +19.7%
OMC OMNICOM GROUP 2.5%
Value ($000) $390,985 Shares 5,933,010 Est. Cost $41.47 Unrealized +18.8%
NWSA NEWS CORP - CLASS A 2.4%
Value ($000) $378,453 Shares 29,988,382 Est. Cost $14.85 Unrealized -17.6%
PH PARKER HANNIFIN CORPORATION 2.2%
Value ($000) $342,036 Shares 3,515,269 Est. Cost $82.82 Unrealized +10.6%
INTC INTEL CORPORATION 2.2%
Value ($000) $339,523 Shares 11,264,851 Est. Cost $18.51 Unrealized +22.3%
JPM JP MORGAN CHASE & CO 2.1%
Value ($000) $331,853 Shares 5,442,892 Est. Cost $36.69 Unrealized +35.2%
AXS AXIS CAPITAL HOLDINGS LTD 2.0%
Value ($000) $315,447 Shares 5,872,056 Est. Cost $32.09 Unrealized +29.8%
MS MORGAN STANLEY 1.9%
Value ($000) $304,862 Shares 9,678,165 Est. Cost $17.61 Unrealized +54.8%
SWK STANLEY BLACK & DECKER INC 1.9%
Value ($000) $301,967 Shares 3,113,709 Est. Cost $70.52 Unrealized +11.8%
STAPLES INC 1.9%
Value ($000) $299,109 Shares 25,499,485 Est. Cost $14.90 Unrealized
BP BP PLC - SPONS ADR 1.9%
Value ($000) $297,525 Shares 9,735,771 Est. Cost $41.64 Unrealized
BEN FRANKLIN RESOURCES INC. 1.8%
Value ($000) $287,961 Shares 7,728,411 Est. Cost $29.40 Unrealized -9.9%
VOYA VOYA FINANCIAL INC. 1.8%
Value ($000) $286,586 Shares 7,391,943 Est. Cost $32.03 Unrealized +23.0%
MET METLIFE INC 1.8%
Value ($000) $281,707 Shares 5,974,707 Est. Cost $24.63 Unrealized +33.6%
GS GOLDMAN SACHS GROUP INC 1.7%
Value ($000) $267,021 Shares 1,536,725 Est. Cost $120.81 Unrealized +31.5%
INTERPUBLIC GROUP OF COS INC 1.7%
Value ($000) $261,813 Shares 13,685,979 Est. Cost $9.90 Unrealized +37.2%
CIGNA CORP 1.6%
Value ($000) $254,231 Shares 1,882,912 Est. Cost $80.75 Unrealized
PNC PNC FINANCIAL SERVICES 1.6%
Value ($000) $253,604 Shares 2,843,098 Est. Cost $49.68 Unrealized +36.2%
F FORD MOTOR COMPANY 1.6%
Value ($000) $248,850 Shares 18,338,281 Est. Cost $8.25 Unrealized -1.3%
AVT AVNET INC 1.5%
Value ($000) $241,694 Shares 5,662,927 Est. Cost $27.95 Unrealized +17.9%
UBS UBS GROUP AG 1.5%
Value ($000) $234,012 Shares 12,635,636 Est. Cost $17.24 Unrealized +22.9%
WILLIS GROUP HOLDINGS LTD 1.5%
Value ($000) $228,551 Shares 5,578,508 Est. Cost $41.16 Unrealized
XL GROUP PLC 1.4%
Value ($000) $219,953 Shares 6,055,984 Est. Cost $33.64 Unrealized
STT STATE STREET CORP 1.4%
Value ($000) $218,754 Shares 3,254,783 Est. Cost $46.58 Unrealized +18.7%
ABT ABBOTT LABORATORIES 1.3%
Value ($000) $208,675 Shares 5,188,346 Est. Cost $28.81 Unrealized +34.7%
RF REGIONS FINL CORP 1.3%
Value ($000) $205,181 Shares 22,772,622 Est. Cost $6.59 Unrealized +3.7%
BAX BAXTER INTERNATIONAL INC 1.0%
Value ($000) $159,764 Shares 4,863,446 Est. Cost $32.15 Unrealized -0.3%
BAKER HUGHES INC 0.9%
Value ($000) $140,909 Shares 2,707,702 Est. Cost $46.86 Unrealized
LAMR LAMAR ADVERTISING CO -A 0.8%
Value ($000) $132,835 Shares 2,545,715 Est. Cost $53.64 Unrealized
DOV DOVER CORP 0.8%
Value ($000) $129,128 Shares 2,258,272 Est. Cost $44.84 Unrealized -5.9%
BAXALTA INC 0.8%
Value ($000) $129,026 Shares 4,094,765 Est. Cost $31.51 Unrealized
MUR MURPHY OIL CORP 0.7%
Value ($000) $114,666 Shares 4,738,285 Est. Cost $39.31 Unrealized -45.3%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $109,609 Shares 1,174,169 Est. Cost $66.17 Unrealized +9.5%
WFC WELLS FARGO CO 0.7%
Value ($000) $105,163 Shares 2,047,963 Est. Cost $28.02 Unrealized +46.6%
ON ON SEMICONDUCTOR CORP 0.7%
Value ($000) $103,292 Shares 10,988,475 Est. Cost $8.85 Unrealized +14.9%
EIX EDISON INTERNATIONAL 0.6%
Value ($000) $100,592 Shares 1,594,925 Est. Cost $39.78 Unrealized -1.2%
MAS MASCO CORP 0.6%
Value ($000) $87,759 Shares 3,485,282 Est. Cost $15.12 Unrealized +45.5%
PGR PROGRESSIVE CORP 0.6%
Value ($000) $86,437 Shares 2,821,040 Est. Cost $17.72 Unrealized +25.6%
KELLOGG COMPANY 0.5%
Value ($000) $86,257 Shares 1,296,130 Est. Cost $41.49 Unrealized +4.3%
GLW CORNING INC 0.5%
Value ($000) $82,079 Shares 4,794,326 Est. Cost $13.55 Unrealized +0.6%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $79,574 Shares 3,031,377 Est. Cost $15.77 Unrealized +24.1%
TEX TEREX CORP 0.5%
Value ($000) $77,799 Shares 4,336,634 Est. Cost $35.70 Unrealized -38.9%
ACM AECOM 0.5%
Value ($000) $76,852 Shares 2,793,606 Est. Cost $29.28 Unrealized -4.6%
CMA COMERICA INC 0.5%
Value ($000) $74,722 Shares 1,818,056 Est. Cost $26.61 Unrealized +14.9%
APACHE CORP 0.5%
Value ($000) $73,559 Shares 1,878,425 Est. Cost $52.18 Unrealized
KEY KEY CORP 0.4%
Value ($000) $68,145 Shares 5,237,925 Est. Cost $6.87 Unrealized +35.9%
PFE PFIZER INC 0.4%
Value ($000) $67,840 Shares 2,159,818 Est. Cost $17.97 Unrealized +14.7%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $66,056 Shares 3,493,200 Est. Cost $12.16 Unrealized +16.3%
DAN DANA HOLDING CORP 0.4%
Value ($000) $65,469 Shares 4,122,754 Est. Cost $15.33 Unrealized -4.6%
AETNA INC 0.4%
Value ($000) $64,367 Shares 588,309 Est. Cost $66.35 Unrealized
NWS NEWS CORP - CLASS B 0.4%
Value ($000) $63,599 Shares 4,960,905 Est. Cost $14.59 Unrealized -16.7%
SUPERIOR ENERGY SERVICES INC 0.4%
Value ($000) $62,842 Shares 4,975,635 Est. Cost $23.77 Unrealized
FLEX FLEXTRONICS INTERNATIONAL LTD 0.4%
Value ($000) $61,593 Shares 5,843,782 Est. Cost $6.96 Unrealized +16.8%
WBS WEBSTER FINANCIAL CORP. 0.4%
Value ($000) $60,842 Shares 1,707,613 Est. Cost $27.36 Unrealized +36.1%
ALL ALLSTATE CORP 0.4%
Value ($000) $59,818 Shares 1,027,087 Est. Cost $48.52 Unrealized +2.6%
CFG CITIZENS FINANCIAL GROUP 0.4%
Value ($000) $59,694 Shares 2,501,841 Est. Cost $15.71 Unrealized +11.7%
CVE CENOVUS ENERGY INC. 0.4%
Value ($000) $59,690 Shares 3,937,345 Est. Cost $11.67 Unrealized 0.0%
SYNOVUS FINANCIAL CORP 0.3%
Value ($000) $53,431 Shares 1,805,094 Est. Cost $24.92 Unrealized
TE CONNECTIVITY LTD. 0.3%
Value ($000) $52,259 Shares 872,578 Est. Cost $45.54 Unrealized
ETR ENTERGY CORP 0.3%
Value ($000) $51,846 Shares 796,411 Est. Cost $20.56 Unrealized +9.6%
TORCHMARK CORP 0.3%
Value ($000) $51,223 Shares 908,218 Est. Cost $56.84 Unrealized
CVS CVS HEALTH CORPORATION 0.3%
Value ($000) $50,871 Shares 527,265 Est. Cost $74.28 Unrealized +4.7%
ACTUANT CORP- A 0.3%
Value ($000) $50,280 Shares 2,734,071 Est. Cost $27.65 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $49,591 Shares 373,824 Est. Cost $79.34 Unrealized +50.3%
QCOM QUALCOMM INC 0.3%
Value ($000) $47,239 Shares 879,185 Est. Cost $44.14 Unrealized 0.0%
ENDURANCE SPECIALTY HOLDINGS 0.3%
Value ($000) $44,779 Shares 733,721 Est. Cost $54.64 Unrealized
G GENPACT LTD 0.3%
Value ($000) $42,923 Shares 1,817,984 Est. Cost $20.18 Unrealized +0.6%
KBR KBR INC 0.3%
Value ($000) $39,893 Shares 2,394,550 Est. Cost $18.88 Unrealized -19.8%
CON-WAY INC 0.3%
Value ($000) $39,641 Shares 835,417 Est. Cost $40.85 Unrealized
IVZ INVESCO LTD 0.3%
Value ($000) $39,632 Shares 1,269,047 Est. Cost $19.60 Unrealized +13.7%
ROCK GIBRALTAR INDUSTRIES INC 0.2%
Value ($000) $38,627 Shares 2,105,009 Est. Cost $16.23 Unrealized +12.9%
TELEFONICA BRASIL - ADR 0.2%
Value ($000) $35,774 Shares 3,918,272 Est. Cost $13.29 Unrealized
GNW GENWORTH FINANCIAL INC CL A 0.2%
Value ($000) $35,305 Shares 7,641,693 Est. Cost $11.82 Unrealized -50.2%
DIOD DIODES INC. 0.2%
Value ($000) $35,174 Shares 1,645,938 Est. Cost $22.71 Unrealized -5.1%
BBCN BANCORP INC 0.2%
Value ($000) $34,496 Shares 2,296,659 Est. Cost $14.29 Unrealized
TECH DATA CORP 0.2%
Value ($000) $34,402 Shares 502,223 Est. Cost $61.85 Unrealized
MASONITE INTERNATIONAL CORP 0.2%
Value ($000) $33,695 Shares 556,206 Est. Cost $51.88 Unrealized
VALIDUS HOLDINGS LTD 0.2%
Value ($000) $33,485 Shares 742,948 Est. Cost $38.22 Unrealized
ACH OWENS & MINOR INC 0.2%
Value ($000) $33,135 Shares 1,037,426 Est. Cost $28.88 Unrealized +2.5%
ASB ASSOCIATED BANC CORP 0.2%
Value ($000) $32,895 Shares 1,830,525 Est. Cost $11.71 Unrealized +14.5%
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $32,066 Shares 1,240,457 Est. Cost $19.42 Unrealized +36.2%
TTEK TETRA TECH INC 0.2%
Value ($000) $30,836 Shares 1,268,429 Est. Cost $5.19 Unrealized -1.4%
NATIONAL PENN BANCSHARES INC 0.2%
Value ($000) $30,365 Shares 2,584,286 Est. Cost $10.23 Unrealized
OC OWENS CORNING 0.2%
Value ($000) $30,062 Shares 717,291 Est. Cost $39.75 Unrealized +10.9%
LABORATORY CORP OF AMERICA HOLDINGS 0.2%
Value ($000) $29,695 Shares 273,766 Est. Cost $99.74 Unrealized
FIRST MIDWEST BANCORP INC 0.2%
Value ($000) $28,940 Shares 1,649,923 Est. Cost $16.09 Unrealized
TRIPLE-S MANAGEMENT CORP-B 0.2%
Value ($000) $28,661 Shares 1,609,269 Est. Cost $23.45 Unrealized
BRC BRADY CORP CL A 0.2%
Value ($000) $28,075 Shares 1,428,017 Est. Cost $20.66 Unrealized -11.1%
ASPEN INSURANCE HOLDINGS LTD 0.2%
Value ($000) $27,612 Shares 594,183 Est. Cost $40.22 Unrealized
AIZ ASSURANT INC 0.2%
Value ($000) $27,379 Shares 346,520 Est. Cost $43.91 Unrealized +38.1%
SRI STONERIDGE INC 0.2%
Value ($000) $26,947 Shares 2,183,711 Est. Cost $11.39 Unrealized +4.2%
T AT&T INC 0.2%
Value ($000) $26,815 Shares 823,058 Est. Cost $12.21 Unrealized +0.4%
ARGO GROUP INTERNATIONAL 0.2%
Value ($000) $25,974 Shares 458,984 Est. Cost $42.67 Unrealized
UVV UNIVERSAL CORP 0.2%
Value ($000) $24,755 Shares 499,385 Est. Cost $52.41 Unrealized +0.2%
MATW MATTHEWS INTL CORP - CL A 0.1%
Value ($000) $23,259 Shares 474,974 Est. Cost $28.01 Unrealized +43.9%
TCF FINANCIAL CORP 0.1%
Value ($000) $22,942 Shares 1,513,318 Est. Cost $14.24 Unrealized
ESSENDANT INC 0.1%
Value ($000) $22,935 Shares 707,229 Est. Cost $39.25 Unrealized
L-3 COMMUNICATIONS 0.1%
Value ($000) $22,286 Shares 213,223 Est. Cost $85.74 Unrealized
LEGG MASON INC 0.1%
Value ($000) $21,722 Shares 522,029 Est. Cost $33.64 Unrealized
UPBD RENT A CENTER INC 0.1%
Value ($000) $21,146 Shares 871,989 Est. Cost $32.89 Unrealized -18.3%
CUBIC CORP 0.1%
Value ($000) $21,006 Shares 500,868 Est. Cost $50.61 Unrealized
CTSH COGNIZANT TECH SOLUTIONS - A 0.1%
Value ($000) $20,857 Shares 333,132 Est. Cost $54.79 Unrealized +1.6%
GENERAL CABLE CORP DEL NE 0.1%
Value ($000) $20,346 Shares 1,709,779 Est. Cost $14.95 Unrealized
STANCORP FINANCIAL GROUP 0.1%
Value ($000) $20,168 Shares 176,601 Est. Cost $73.35 Unrealized
CMCO COLUMBUS MCKINNON CORP 0.1%
Value ($000) $20,164 Shares 1,110,370 Est. Cost $23.59 Unrealized -18.4%
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $17,119 Shares 594,208 Est. Cost $23.48 Unrealized +19.8%
SYMETRA FINANCIAL CORP 0.1%
Value ($000) $16,718 Shares 528,372 Est. Cost $22.45 Unrealized
PRI PRIMERICA INC 0.1%
Value ($000) $16,429 Shares 364,514 Est. Cost $37.87 Unrealized +15.6%
KSS KOHLS CORP 0.1%
Value ($000) $16,064 Shares 346,875 Est. Cost $51.96 Unrealized +8.2%
INGRAM MICRO INC CL-A 0.1%
Value ($000) $15,220 Shares 558,725 Est. Cost $21.95 Unrealized
ACE LTD 0.1%
Value ($000) $15,219 Shares 147,188 Est. Cost $103.26 Unrealized
HOSPITALITY PROPERTIES TRUST 0.1%
Value ($000) $15,033 Shares 587,696 Est. Cost $26.87 Unrealized
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $14,477 Shares 261,889 Est. Cost $56.85 Unrealized -2.3%
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $14,366 Shares 313,800 Est. Cost $23.83 Unrealized +55.2%
PCG PG&E CORP 0.1%
Value ($000) $13,876 Shares 262,800 Est. Cost $47.42 Unrealized -0.8%
SCHNITZER STEEL INDS INC - A 0.1%
Value ($000) $13,737 Shares 1,014,551 Est. Cost $26.26 Unrealized
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $13,302 Shares 184,904 Est. Cost $57.90 Unrealized -2.7%
CDW CDW CORP 0.1%
Value ($000) $13,066 Shares 319,785 Est. Cost $33.01 Unrealized +1.7%
PHH CORP 0.1%
Value ($000) $12,863 Shares 910,998 Est. Cost $20.38 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $12,754 Shares 265,937 Est. Cost $45.77 Unrealized -19.6%
MONSTER WORLDWIDE INC 0.1%
Value ($000) $12,596 Shares 1,961,943 Est. Cost $4.94 Unrealized
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $12,464 Shares 557,173 Est. Cost $17.36 Unrealized +5.2%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $12,411 Shares 71,600 Est. Cost $122.83 Unrealized +18.3%
EPR EPR PROPERTIES 0.1%
Value ($000) $12,376 Shares 239,975 Est. Cost $53.95 Unrealized
TPC TUTOR PERINI CORP 0.1%
Value ($000) $12,179 Shares 739,929 Est. Cost $17.70 Unrealized +3.6%
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.1%
Value ($000) $12,005 Shares 578,550 Est. Cost $18.43 Unrealized
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $11,798 Shares 730,525 Est. Cost $28.56 Unrealized
GTLS CHART INDUSTRIES INC 0.1%
Value ($000) $10,326 Shares 537,545 Est. Cost $35.18 Unrealized -25.1%
EXC EXELON CORP 0.1%
Value ($000) $9,910 Shares 333,668 Est. Cost $15.05 Unrealized +3.4%
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $8,906 Shares 805,935 Est. Cost $9.32 Unrealized
TRS TRIMAS CORP 0.1%
Value ($000) $8,516 Shares 520,885 Est. Cost $24.60 Unrealized -20.6%
BPOP POPULAR INC. 0.0%
Value ($000) $7,451 Shares 246,480 Est. Cost $23.60 Unrealized -4.5%
ARC DOCUMENT SOLUTIONS INC 0.0%
Value ($000) $4,280 Shares 719,410 Est. Cost $4.54 Unrealized
IBN ICICI BANK LTD - SPON ADR 0.0%
Value ($000) $2,321 Shares 277,050 Est. Cost $10.36 Unrealized
INFY INFOSYS LTD - SP ADR 0.0%
Value ($000) $2,190 Shares 114,700 Est. Cost $25.46 Unrealized
STEEL EXCEL INC 0.0%
Value ($000) $1,268 Shares 63,567 Est. Cost $35.35 Unrealized
WELLCARE HEALTH PLANS INC 0.0%
Value ($000) $1,232 Shares 14,300 Est. Cost $58.57 Unrealized
KEY ENERGY SERVICES INC 0.0%
Value ($000) $650 Shares 1,382,154 Est. Cost $1.82 Unrealized
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $592 Shares 17,025 Est. Cost $45.25 Unrealized
PBR PETROLEO BRASILEIRO S.A. - ADR 0.0%
Value ($000) $331 Shares 76,100 Est. Cost $14.63 Unrealized