PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 6, 2016

Total Value ($000): $16,288,545 (100.0% shares, 0.0% debt)

Holdings (152)

ROYAL DUTCH SHELL PLC ADR 3.0%
Value ($000) $485,448 Shares 10,019,575 Est. Cost $59.60 Unrealized
PH PARKER HANNIFIN CORPORATION 2.7%
Value ($000) $436,262 Shares 3,927,461 Est. Cost $83.16 Unrealized +3.3%
ORCL ORACLE CORP 2.6%
Value ($000) $425,957 Shares 10,412,043 Est. Cost $27.49 Unrealized +16.2%
XOM EXXON MOBIL CORP 2.6%
Value ($000) $416,327 Shares 4,980,581 Est. Cost $53.23 Unrealized -2.4%
BEN FRANKLIN RESOURCES INC. 2.5%
Value ($000) $413,839 Shares 10,597,669 Est. Cost $27.71 Unrealized -21.2%
C CITIGROUP INC 2.5%
Value ($000) $411,796 Shares 9,863,370 Est. Cost $35.64 Unrealized -12.3%
BAC BANK OF AMERICA CORP 2.5%
Value ($000) $409,342 Shares 30,276,786 Est. Cost $10.54 Unrealized +3.0%
DOV DOVER CORP 2.4%
Value ($000) $394,662 Shares 6,134,956 Est. Cost $43.27 Unrealized -5.3%
WMT WAL-MART STORES 2.4%
Value ($000) $391,404 Shares 5,714,764 Est. Cost $20.34 Unrealized -10.0%
OMC OMNICOM GROUP 2.4%
Value ($000) $387,865 Shares 4,660,163 Est. Cost $41.47 Unrealized +29.7%
STAPLES INC 2.3%
Value ($000) $379,008 Shares 34,361,523 Est. Cost $13.55 Unrealized
NWSA NEWS CORP - CLASS A 2.3%
Value ($000) $374,292 Shares 29,310,269 Est. Cost $14.85 Unrealized -29.2%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 2.3%
Value ($000) $369,449 Shares 20,837,525 Est. Cost $6.49 Unrealized -2.0%
AIG AMERICAN INTERNATIONAL GROUP 2.2%
Value ($000) $357,131 Shares 6,607,420 Est. Cost $32.51 Unrealized +29.5%
VOYA VOYA FINANCIAL INC. 2.1%
Value ($000) $344,242 Shares 11,563,391 Est. Cost $30.26 Unrealized -10.4%
SEAGATE TECHNOLOGY 2.1%
Value ($000) $337,757 Shares 9,804,268 Est. Cost $34.64 Unrealized
JPM JP MORGAN CHASE & CO 2.0%
Value ($000) $318,489 Shares 5,378,062 Est. Cost $36.69 Unrealized +22.3%
MS MORGAN STANLEY 1.9%
Value ($000) $316,354 Shares 12,649,083 Est. Cost $18.04 Unrealized +7.0%
INTC INTEL CORPORATION 1.9%
Value ($000) $304,273 Shares 9,405,645 Est. Cost $18.51 Unrealized +31.8%
AXS AXIS CAPITAL HOLDINGS LTD 1.8%
Value ($000) $294,134 Shares 5,303,536 Est. Cost $32.09 Unrealized +27.9%
GS GOLDMAN SACHS GROUP INC 1.8%
Value ($000) $289,439 Shares 1,843,793 Est. Cost $121.71 Unrealized +3.7%
INTERPUBLIC GROUP OF COS INC 1.7%
Value ($000) $280,475 Shares 12,221,112 Est. Cost $9.90 Unrealized +50.2%
MET METLIFE INC 1.7%
Value ($000) $273,848 Shares 6,232,310 Est. Cost $24.72 Unrealized +8.2%
MUR MURPHY OIL CORP 1.7%
Value ($000) $272,363 Shares 10,812,354 Est. Cost $24.98 Unrealized -44.3%
BP BP PLC - SPONS ADR 1.7%
Value ($000) $271,235 Shares 8,987,246 Est. Cost $41.64 Unrealized
HPQ HP INC 1.6%
Value ($000) $261,037 Shares 21,188,101 Est. Cost $9.07 Unrealized -15.0%
SWK STANLEY BLACK & DECKER INC 1.5%
Value ($000) $251,267 Shares 2,388,244 Est. Cost $70.52 Unrealized +6.5%
F FORD MOTOR COMPANY 1.5%
Value ($000) $248,852 Shares 18,433,504 Est. Cost $8.25 Unrealized -9.7%
RF REGIONS FINL CORP 1.5%
Value ($000) $242,971 Shares 30,951,769 Est. Cost $6.44 Unrealized -12.5%
MSFT MICROSOFT CORP 1.4%
Value ($000) $226,695 Shares 4,104,570 Est. Cost $29.16 Unrealized +58.0%
UBS UBS GROUP AG 1.2%
Value ($000) $194,510 Shares 12,141,704 Est. Cost $17.24 Unrealized -5.8%
ABT ABBOTT LABORATORIES 1.2%
Value ($000) $194,182 Shares 4,642,170 Est. Cost $28.81 Unrealized +14.6%
STT STATE STREET CORP 1.2%
Value ($000) $191,904 Shares 3,279,296 Est. Cost $46.53 Unrealized -8.4%
AVT AVNET INC 1.2%
Value ($000) $190,525 Shares 4,300,793 Est. Cost $28.13 Unrealized +16.6%
XL GROUP PLC 1.2%
Value ($000) $188,523 Shares 5,122,904 Est. Cost $33.64 Unrealized
PNC PNC FINANCIAL SERVICES 1.1%
Value ($000) $186,309 Shares 2,203,011 Est. Cost $49.68 Unrealized +24.7%
CVE CENOVUS ENERGY INC. 1.1%
Value ($000) $174,076 Shares 13,390,425 Est. Cost $10.56 Unrealized -4.7%
BAX BAXTER INTERNATIONAL INC 1.0%
Value ($000) $167,787 Shares 4,084,406 Est. Cost $32.15 Unrealized +1.0%
WTW WILLIS TOWERS WATSON PLC 0.9%
Value ($000) $148,445 Shares 1,251,011 Est. Cost $100.14 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO -A 0.9%
Value ($000) $138,633 Shares 2,254,188 Est. Cost $53.64 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $128,253 Shares 1,185,329 Est. Cost $66.17 Unrealized +19.0%
HAL HALLIBURTON CO 0.8%
Value ($000) $126,255 Shares 3,534,585 Est. Cost $26.95 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.8%
Value ($000) $124,958 Shares 13,030,043 Est. Cost $8.83 Unrealized -3.0%
TEX TEREX CORP 0.7%
Value ($000) $119,543 Shares 4,804,769 Est. Cost $34.21 Unrealized -38.8%
EIX EDISON INTERNATIONAL 0.7%
Value ($000) $114,081 Shares 1,586,887 Est. Cost $39.86 Unrealized +9.3%
CIGNA CORP 0.6%
Value ($000) $104,535 Shares 761,695 Est. Cost $80.75 Unrealized
ACM AECOM 0.6%
Value ($000) $100,292 Shares 3,257,294 Est. Cost $28.78 Unrealized -7.3%
GLW CORNING INC 0.6%
Value ($000) $95,857 Shares 4,588,670 Est. Cost $13.55 Unrealized +5.2%
APACHE CORP 0.5%
Value ($000) $88,768 Shares 1,818,639 Est. Cost $52.18 Unrealized
KELLOGG COMPANY 0.5%
Value ($000) $85,275 Shares 1,113,983 Est. Cost $41.49 Unrealized +17.3%
CMA COMERICA INC 0.5%
Value ($000) $85,000 Shares 2,244,512 Est. Cost $26.14 Unrealized -6.4%
ALL ALLSTATE CORP 0.5%
Value ($000) $84,707 Shares 1,257,340 Est. Cost $48.77 Unrealized +3.6%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $78,504 Shares 2,757,432 Est. Cost $15.77 Unrealized +20.2%
COP CONOCOPHILLIPS 0.5%
Value ($000) $78,162 Shares 1,940,954 Est. Cost $30.51 Unrealized -7.9%
KEY KEY CORP 0.5%
Value ($000) $78,004 Shares 7,065,553 Est. Cost $7.20 Unrealized +3.2%
WFC WELLS FARGO CO 0.5%
Value ($000) $77,031 Shares 1,592,870 Est. Cost $28.02 Unrealized +32.4%
FLEX FLEXTRONICS INTERNATIONAL LTD 0.5%
Value ($000) $76,847 Shares 6,372,016 Est. Cost $7.07 Unrealized +13.7%
DAN DANA HOLDING CORP 0.5%
Value ($000) $74,721 Shares 5,303,153 Est. Cost $14.44 Unrealized -29.5%
KBR KBR INC 0.4%
Value ($000) $71,863 Shares 4,642,323 Est. Cost $15.36 Unrealized -20.1%
ACTUANT CORP- A 0.4%
Value ($000) $71,582 Shares 2,896,871 Est. Cost $27.46 Unrealized
SUPERIOR ENERGY SERVICES INC 0.4%
Value ($000) $68,509 Shares 5,116,467 Est. Cost $23.45 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $64,826 Shares 2,187,104 Est. Cost $17.98 Unrealized +3.9%
IVZ INVESCO LTD 0.4%
Value ($000) $63,824 Shares 2,074,213 Est. Cost $19.21 Unrealized -4.3%
BAKER HUGHES INC 0.4%
Value ($000) $63,375 Shares 1,445,923 Est. Cost $46.86 Unrealized
ETR ENTERGY CORP 0.4%
Value ($000) $63,180 Shares 796,919 Est. Cost $20.56 Unrealized +20.3%
WBS WEBSTER FINANCIAL CORP. 0.4%
Value ($000) $62,541 Shares 1,742,097 Est. Cost $27.74 Unrealized +23.5%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $62,063 Shares 3,718,600 Est. Cost $12.18 Unrealized -4.7%
TELEFONICA BRASIL - ADR 0.4%
Value ($000) $61,479 Shares 4,922,277 Est. Cost $12.73 Unrealized
NWS NEWS CORP - CLASS B 0.4%
Value ($000) $61,085 Shares 4,610,218 Est. Cost $14.59 Unrealized -24.4%
G GENPACT LTD 0.4%
Value ($000) $60,708 Shares 2,232,720 Est. Cost $20.64 Unrealized +11.0%
CVS CVS HEALTH CORPORATION 0.3%
Value ($000) $54,838 Shares 528,659 Est. Cost $74.28 Unrealized -2.5%
TE CONNECTIVITY LTD. 0.3%
Value ($000) $54,215 Shares 875,559 Est. Cost $45.54 Unrealized
ENDURANCE SPECIALTY HOLDINGS 0.3%
Value ($000) $52,770 Shares 807,616 Est. Cost $55.57 Unrealized
BAXALTA INC 0.3%
Value ($000) $51,591 Shares 1,277,007 Est. Cost $31.51 Unrealized
TORCHMARK CORP 0.3%
Value ($000) $51,257 Shares 946,406 Est. Cost $56.51 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $48,749 Shares 921,365 Est. Cost $36.03 Unrealized 0.0%
MASONITE INTERNATIONAL CORP 0.3%
Value ($000) $46,670 Shares 712,522 Est. Cost $54.77 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $45,371 Shares 887,191 Est. Cost $44.14 Unrealized -16.4%
SYNOVUS FINANCIAL CORP 0.3%
Value ($000) $44,316 Shares 1,532,901 Est. Cost $24.92 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.3%
Value ($000) $43,807 Shares 2,091,046 Est. Cost $15.71 Unrealized -6.5%
ROCK GIBRALTAR INDUSTRIES INC 0.2%
Value ($000) $40,291 Shares 1,408,780 Est. Cost $16.23 Unrealized +43.6%
ASB ASSOCIATED BANC CORP 0.2%
Value ($000) $39,110 Shares 2,180,070 Est. Cost $11.82 Unrealized +5.3%
GTLS CHART INDUSTRIES INC 0.2%
Value ($000) $36,883 Shares 1,698,111 Est. Cost $24.74 Unrealized -27.8%
TRIPLE-S MANAGEMENT CORP-B 0.2%
Value ($000) $35,242 Shares 1,417,632 Est. Cost $23.45 Unrealized
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $35,063 Shares 1,224,273 Est. Cost $19.42 Unrealized +29.6%
ESSENDANT INC 0.2%
Value ($000) $34,707 Shares 1,086,985 Est. Cost $36.89 Unrealized
DIOD DIODES INC. 0.2%
Value ($000) $33,050 Shares 1,644,271 Est. Cost $22.67 Unrealized -15.4%
VALIDUS HOLDINGS LTD 0.2%
Value ($000) $33,041 Shares 700,180 Est. Cost $38.70 Unrealized
TTEK TETRA TECH INC 0.2%
Value ($000) $32,585 Shares 1,092,735 Est. Cost $5.19 Unrealized +2.5%
T AT&T INC 0.2%
Value ($000) $32,239 Shares 823,058 Est. Cost $12.21 Unrealized +13.3%
CUBIC CORP 0.2%
Value ($000) $32,035 Shares 801,665 Est. Cost $46.62 Unrealized
SRI STONERIDGE INC 0.2%
Value ($000) $31,143 Shares 2,138,971 Est. Cost $11.39 Unrealized +10.4%
BBCN BANCORP INC 0.2%
Value ($000) $31,113 Shares 2,048,261 Est. Cost $14.30 Unrealized
FIRST MIDWEST BANCORP INC 0.2%
Value ($000) $29,623 Shares 1,643,896 Est. Cost $16.09 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.2%
Value ($000) $28,999 Shares 607,948 Est. Cost $40.36 Unrealized
UVV UNIVERSAL CORP 0.2%
Value ($000) $28,594 Shares 503,326 Est. Cost $52.41 Unrealized +3.6%
UPBD RENT A CENTER INC 0.2%
Value ($000) $28,265 Shares 1,783,256 Est. Cost $25.80 Unrealized -48.3%
NATIONAL PENN BANCSHARES INC 0.2%
Value ($000) $27,029 Shares 2,540,359 Est. Cost $10.23 Unrealized
ARGO GROUP INTERNATIONAL 0.2%
Value ($000) $26,776 Shares 466,563 Est. Cost $43.11 Unrealized
MAS MASCO CORP 0.2%
Value ($000) $26,628 Shares 846,671 Est. Cost $15.12 Unrealized +57.3%
CTSH COGNIZANT TECH SOLUTIONS - A 0.2%
Value ($000) $26,247 Shares 418,612 Est. Cost $54.63 Unrealized -5.7%
L-3 COMMUNICATIONS 0.2%
Value ($000) $25,300 Shares 213,500 Est. Cost $85.74 Unrealized
MARATHON OIL CORP COM 0.2%
Value ($000) $25,188 Shares 2,261,047 Est. Cost $11.14 Unrealized
LEGG MASON INC 0.2%
Value ($000) $24,505 Shares 706,600 Est. Cost $35.28 Unrealized
CMCO COLUMBUS MCKINNON CORP 0.1%
Value ($000) $24,127 Shares 1,530,895 Est. Cost $22.03 Unrealized -38.0%
EXC EXELON CORP 0.1%
Value ($000) $21,912 Shares 611,055 Est. Cost $14.88 Unrealized +6.4%
GENERAL CABLE CORP DEL NE 0.1%
Value ($000) $20,452 Shares 1,675,043 Est. Cost $14.95 Unrealized
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $19,624 Shares 304,670 Est. Cost $56.63 Unrealized -2.0%
OC OWENS CORNING 0.1%
Value ($000) $19,606 Shares 414,675 Est. Cost $39.75 Unrealized +11.8%
EPR EPR PROPERTIES 0.1%
Value ($000) $19,205 Shares 288,275 Est. Cost $56.08 Unrealized
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $19,100 Shares 587,338 Est. Cost $23.48 Unrealized +28.7%
TCF FINANCIAL CORP 0.1%
Value ($000) $18,888 Shares 1,540,587 Est. Cost $14.21 Unrealized
SCHNITZER STEEL INDS INC - A 0.1%
Value ($000) $18,841 Shares 1,021,731 Est. Cost $26.26 Unrealized
GNW GENWORTH FINANCIAL INC CL A 0.1%
Value ($000) $18,764 Shares 6,873,293 Est. Cost $11.35 Unrealized -77.7%
PCG PG&E CORP 0.1%
Value ($000) $18,666 Shares 312,561 Est. Cost $48.18 Unrealized +8.3%
TECH DATA CORP 0.1%
Value ($000) $18,287 Shares 238,205 Est. Cost $61.85 Unrealized
ACH OWENS & MINOR INC 0.1%
Value ($000) $18,165 Shares 449,414 Est. Cost $28.88 Unrealized +13.8%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $18,092 Shares 91,636 Est. Cost $128.55 Unrealized +16.7%
ANIXTER INTERNATIONAL INC 0.1%
Value ($000) $17,805 Shares 341,684 Est. Cost $52.11 Unrealized
SCSC SCANSOURCE INC 0.1%
Value ($000) $17,679 Shares 437,819 Est. Cost $34.88 Unrealized 0.0%
ARC DOCUMENT SOLUTIONS INC 0.1%
Value ($000) $17,574 Shares 3,905,326 Est. Cost $4.44 Unrealized
FMC TECHNOLOGIES INC 0.1%
Value ($000) $17,449 Shares 637,749 Est. Cost $27.36 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $17,439 Shares 496,260 Est. Cost $17.72 Unrealized +35.7%
AETNA INC 0.1%
Value ($000) $17,436 Shares 155,193 Est. Cost $66.35 Unrealized
CB CHUBB LTD 0.1%
Value ($000) $16,897 Shares 141,813 Est. Cost $96.06 Unrealized 0.0%
KSS KOHLS CORP 0.1%
Value ($000) $16,303 Shares 349,774 Est. Cost $51.96 Unrealized -9.7%
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $16,047 Shares 996,725 Est. Cost $25.24 Unrealized
HOSPITALITY PROPERTIES TRUST 0.1%
Value ($000) $15,616 Shares 587,962 Est. Cost $26.87 Unrealized
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $14,487 Shares 314,390 Est. Cost $23.83 Unrealized +42.5%
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $13,778 Shares 714,997 Est. Cost $17.65 Unrealized +5.9%
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.1%
Value ($000) $12,295 Shares 469,278 Est. Cost $18.43 Unrealized
PHH CORP 0.1%
Value ($000) $11,640 Shares 928,249 Est. Cost $20.33 Unrealized
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $10,970 Shares 133,274 Est. Cost $57.90 Unrealized +6.5%
KKR & CO LP 0.1%
Value ($000) $10,213 Shares 695,268 Est. Cost $15.06 Unrealized
PRI PRIMERICA INC 0.1%
Value ($000) $10,175 Shares 228,490 Est. Cost $37.87 Unrealized +14.0%
AMERICAN EQUITY INVT LIFE 0.1%
Value ($000) $9,914 Shares 590,141 Est. Cost $16.80 Unrealized
TRS TRIMAS CORP 0.1%
Value ($000) $9,506 Shares 542,568 Est. Cost $24.37 Unrealized -29.9%
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $8,255 Shares 815,735 Est. Cost $9.33 Unrealized
MATW MATTHEWS INTL CORP - CL A 0.0%
Value ($000) $6,598 Shares 128,197 Est. Cost $28.01 Unrealized +35.6%
AIZ ASSURANT INC 0.0%
Value ($000) $6,211 Shares 80,508 Est. Cost $43.91 Unrealized +42.0%
CDW CDW CORP 0.0%
Value ($000) $6,062 Shares 146,082 Est. Cost $33.01 Unrealized +5.1%
BPOP POPULAR INC. 0.0%
Value ($000) $5,402 Shares 188,830 Est. Cost $23.60 Unrealized -15.3%
APOLLO GLOBAL MANAGEMENT-A 0.0%
Value ($000) $3,858 Shares 225,350 Est. Cost $17.12 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $2,182 Shares 114,700 Est. Cost $25.46 Unrealized
KEY ENERGY SERVICES INC 0.0%
Value ($000) $2,152 Shares 5,825,628 Est. Cost $0.79 Unrealized
IBN ICICI BANK LTD 0.0%
Value ($000) $1,984 Shares 277,050 Est. Cost $10.36 Unrealized
MONSTER WORLDWIDE INC 0.0%
Value ($000) $1,253 Shares 384,426 Est. Cost $4.94 Unrealized
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $1,135 Shares 32,225 Est. Cost $40.52 Unrealized
TPC TUTOR PERINI CORP 0.0%
Value ($000) $936 Shares 60,200 Est. Cost $17.70 Unrealized -21.7%
PKX POSCO 0.0%
Value ($000) $819 Shares 17,300 Est. Cost $47.34 Unrealized
PBR PETROLEO BRASILEIRO S.A. - ADR 0.0%
Value ($000) $444 Shares 76,100 Est. Cost $14.63 Unrealized
ANNALY CAPITAL MANAGMENT INC 0.0%
Value ($000) $127 Shares 12,402 Est. Cost $10.24 Unrealized