PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 5, 2016

Total Value ($000): $15,984,875 (100.0% shares, 0.0% debt)

Holdings (144)

ROYAL DUTCH SHELL PLC ADR 3.1%
Value ($000) $493,760 Shares 8,941,688 Est. Cost $59.60 Unrealized
XOM EXXON MOBIL CORP 2.8%
Value ($000) $447,366 Shares 4,772,418 Est. Cost $53.23 Unrealized +8.7%
DOV DOVER CORP 2.7%
Value ($000) $429,382 Shares 6,194,201 Est. Cost $43.27 Unrealized +6.0%
PH PARKER HANNIFIN CORPORATION 2.6%
Value ($000) $414,375 Shares 3,835,028 Est. Cost $83.16 Unrealized +16.0%
C CITIGROUP INC 2.6%
Value ($000) $408,939 Shares 9,647,065 Est. Cost $35.64 Unrealized -7.1%
BAC BANK OF AMERICA CORP 2.5%
Value ($000) $397,393 Shares 29,946,738 Est. Cost $10.54 Unrealized +7.6%
ORCL ORACLE CORP 2.5%
Value ($000) $392,436 Shares 9,587,982 Est. Cost $27.49 Unrealized +25.8%
WMT WAL-MART STORES 2.5%
Value ($000) $392,038 Shares 5,368,914 Est. Cost $20.34 Unrealized -4.0%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 2.4%
Value ($000) $379,368 Shares 20,764,556 Est. Cost $6.49 Unrealized +19.5%
SEAGATE TECHNOLOGY 2.4%
Value ($000) $377,587 Shares 15,500,305 Est. Cost $30.86 Unrealized
OMC OMNICOM GROUP 2.4%
Value ($000) $376,872 Shares 4,624,761 Est. Cost $41.47 Unrealized +43.9%
VOYA VOYA FINANCIAL INC. 2.4%
Value ($000) $375,744 Shares 15,175,429 Est. Cost $29.58 Unrealized -7.3%
BEN FRANKLIN RESOURCES INC. 2.2%
Value ($000) $356,069 Shares 10,670,335 Est. Cost $27.71 Unrealized -18.7%
AIG AMERICAN INTERNATIONAL GROUP 2.1%
Value ($000) $343,567 Shares 6,495,886 Est. Cost $32.51 Unrealized +33.2%
MS MORGAN STANLEY 2.1%
Value ($000) $334,951 Shares 12,892,657 Est. Cost $18.07 Unrealized +10.1%
JPM JP MORGAN CHASE & CO 2.1%
Value ($000) $333,277 Shares 5,363,320 Est. Cost $36.69 Unrealized +31.7%
BP BP PLC - SPONS ADR 2.0%
Value ($000) $315,266 Shares 8,878,224 Est. Cost $41.64 Unrealized
INTC INTEL CORPORATION 1.9%
Value ($000) $305,837 Shares 9,324,290 Est. Cost $18.51 Unrealized +35.7%
NWSA NEWS CORP - CLASS A 1.9%
Value ($000) $305,407 Shares 26,908,102 Est. Cost $14.85 Unrealized -27.5%
AXS AXIS CAPITAL HOLDINGS LTD 1.8%
Value ($000) $292,325 Shares 5,315,007 Est. Cost $32.09 Unrealized +29.2%
STAPLES INC 1.8%
Value ($000) $292,255 Shares 33,904,301 Est. Cost $13.55 Unrealized
MUR MURPHY OIL CORP 1.8%
Value ($000) $291,677 Shares 9,186,692 Est. Cost $24.98 Unrealized -14.7%
GS GOLDMAN SACHS GROUP INC 1.7%
Value ($000) $275,474 Shares 1,854,044 Est. Cost $121.71 Unrealized +5.1%
INTERPUBLIC GROUP OF COS INC 1.6%
Value ($000) $262,707 Shares 11,372,595 Est. Cost $9.90 Unrealized +64.5%
HPQ HP INC 1.6%
Value ($000) $262,471 Shares 20,913,999 Est. Cost $9.07 Unrealized -0.0%
RF REGIONS FINL CORP 1.6%
Value ($000) $258,734 Shares 30,403,525 Est. Cost $6.44 Unrealized -0.7%
SWK STANLEY BLACK & DECKER INC 1.6%
Value ($000) $257,924 Shares 2,319,041 Est. Cost $70.52 Unrealized +22.7%
MET METLIFE INC 1.5%
Value ($000) $244,564 Shares 6,140,192 Est. Cost $24.72 Unrealized +13.9%
F FORD MOTOR COMPANY 1.5%
Value ($000) $231,964 Shares 18,453,743 Est. Cost $8.25 Unrealized -3.9%
ABT ABBOTT LABORATORIES 1.3%
Value ($000) $209,422 Shares 5,327,448 Est. Cost $29.39 Unrealized +13.5%
CVE CENOVUS ENERGY INC. 1.3%
Value ($000) $200,818 Shares 14,530,992 Est. Cost $10.69 Unrealized +14.2%
STT STATE STREET CORP 1.1%
Value ($000) $179,568 Shares 3,330,276 Est. Cost $46.51 Unrealized -3.0%
AVT AVNET INC 1.1%
Value ($000) $175,648 Shares 4,335,912 Est. Cost $28.13 Unrealized +18.9%
MSFT MICROSOFT CORP 1.1%
Value ($000) $175,155 Shares 3,423,007 Est. Cost $29.16 Unrealized +57.7%
PNC PNC FINANCIAL SERVICES 1.1%
Value ($000) $174,256 Shares 2,141,005 Est. Cost $49.68 Unrealized +26.7%
XL GROUP PLC 1.1%
Value ($000) $171,942 Shares 5,161,867 Est. Cost $33.64 Unrealized
HAL HALLIBURTON CO 1.0%
Value ($000) $164,687 Shares 3,636,273 Est. Cost $27.15 Unrealized +25.7%
UBS UBS GROUP AG 1.0%
Value ($000) $160,540 Shares 12,387,311 Est. Cost $17.20 Unrealized -11.2%
WTW WILLIS TOWERS WATSON PLC 0.9%
Value ($000) $150,552 Shares 1,211,101 Est. Cost $100.14 Unrealized +7.5%
TEX TEREX CORP 0.9%
Value ($000) $145,511 Shares 7,164,504 Est. Cost $30.48 Unrealized -25.0%
BAX BAXTER INTERNATIONAL INC 0.9%
Value ($000) $140,899 Shares 3,115,865 Est. Cost $32.15 Unrealized +16.6%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $133,798 Shares 1,103,032 Est. Cost $66.17 Unrealized +31.6%
EIX EDISON INTERNATIONAL 0.8%
Value ($000) $125,541 Shares 1,616,335 Est. Cost $40.01 Unrealized +21.3%
LAMR LAMAR ADVERTISING CO -A 0.8%
Value ($000) $125,030 Shares 1,885,825 Est. Cost $53.64 Unrealized
ON ON SEMICONDUCTOR CORP 0.7%
Value ($000) $116,229 Shares 13,177,864 Est. Cost $8.83 Unrealized +7.7%
ACM AECOM 0.7%
Value ($000) $111,106 Shares 3,497,198 Est. Cost $28.89 Unrealized +5.3%
CMA COMERICA INC 0.6%
Value ($000) $100,989 Shares 2,455,354 Est. Cost $26.39 Unrealized +10.2%
CIGNA CORP 0.6%
Value ($000) $98,732 Shares 771,405 Est. Cost $81.35 Unrealized
ALL ALLSTATE CORP 0.6%
Value ($000) $90,125 Shares 1,288,423 Est. Cost $48.90 Unrealized +10.6%
COP CONOCOPHILLIPS 0.5%
Value ($000) $87,857 Shares 2,015,064 Est. Cost $30.59 Unrealized +7.2%
MRK MERCK & CO INC 0.5%
Value ($000) $81,541 Shares 1,415,390 Est. Cost $37.24 Unrealized +6.0%
KELLOGG COMPANY 0.5%
Value ($000) $79,460 Shares 973,180 Est. Cost $41.49 Unrealized +22.7%
KEY KEY CORP 0.5%
Value ($000) $79,356 Shares 7,181,553 Est. Cost $7.22 Unrealized +10.7%
SUPERIOR ENERGY SERVICES INC 0.5%
Value ($000) $78,508 Shares 4,264,415 Est. Cost $23.45 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $76,983 Shares 2,186,404 Est. Cost $17.98 Unrealized +17.1%
FLEX FLEXTRONICS INTERNATIONAL LTD 0.5%
Value ($000) $75,194 Shares 6,372,403 Est. Cost $7.07 Unrealized +31.8%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $74,674 Shares 2,602,784 Est. Cost $15.77 Unrealized +32.3%
IVZ INVESCO LTD 0.5%
Value ($000) $73,848 Shares 2,891,452 Est. Cost $19.18 Unrealized -0.4%
GLW CORNING INC 0.5%
Value ($000) $73,084 Shares 3,568,545 Est. Cost $13.55 Unrealized +14.5%
WBS WEBSTER FINANCIAL CORP. 0.4%
Value ($000) $65,691 Shares 1,934,946 Est. Cost $28.60 Unrealized +27.3%
***TELEFONICA BRASIL - ADR 0.4%
Value ($000) $65,618 Shares 4,824,877 Est. Cost $12.73 Unrealized
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $65,476 Shares 3,722,350 Est. Cost $12.18 Unrealized +4.8%
ETR ENTERGY CORP 0.4%
Value ($000) $65,067 Shares 799,844 Est. Cost $20.56 Unrealized +28.5%
KBR KBR INC 0.4%
Value ($000) $64,719 Shares 4,888,123 Est. Cost $15.22 Unrealized -17.3%
ACTUANT CORP- A 0.4%
Value ($000) $62,619 Shares 2,769,506 Est. Cost $27.46 Unrealized
BAKER HUGHES INC 0.4%
Value ($000) $62,504 Shares 1,384,985 Est. Cost $46.86 Unrealized
G GENPACT LTD 0.4%
Value ($000) $59,666 Shares 2,223,016 Est. Cost $20.64 Unrealized +20.5%
DAN DANA HOLDING CORP 0.4%
Value ($000) $55,960 Shares 5,299,270 Est. Cost $14.44 Unrealized -30.0%
ENDURANCE SPECIALTY HOLDINGS 0.3%
Value ($000) $53,971 Shares 803,625 Est. Cost $55.57 Unrealized
TORCHMARK CORP 0.3%
Value ($000) $52,516 Shares 849,491 Est. Cost $56.51 Unrealized
APACHE CORP 0.3%
Value ($000) $51,892 Shares 932,140 Est. Cost $52.18 Unrealized
CVS CVS HEALTH CORPORATION 0.3%
Value ($000) $50,731 Shares 529,884 Est. Cost $74.28 Unrealized +0.3%
TE CONNECTIVITY LTD. 0.3%
Value ($000) $50,183 Shares 878,715 Est. Cost $45.54 Unrealized
WFC WELLS FARGO CO 0.3%
Value ($000) $48,245 Shares 1,019,329 Est. Cost $28.02 Unrealized +32.8%
QCOM QUALCOMM INC 0.3%
Value ($000) $47,599 Shares 888,541 Est. Cost $44.14 Unrealized -8.7%
SYNOVUS FINANCIAL CORP 0.3%
Value ($000) $44,393 Shares 1,531,317 Est. Cost $24.92 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.3%
Value ($000) $41,872 Shares 2,095,671 Est. Cost $15.71 Unrealized -1.6%
MASONITE INTERNATIONAL CORP 0.3%
Value ($000) $41,644 Shares 629,640 Est. Cost $54.77 Unrealized
GTLS CHART INDUSTRIES INC 0.3%
Value ($000) $40,427 Shares 1,675,388 Est. Cost $24.74 Unrealized -0.2%
ASB ASSOCIATED BANC CORP 0.2%
Value ($000) $39,694 Shares 2,314,511 Est. Cost $11.88 Unrealized +7.2%
AMERICAN EQUITY INVT LIFE 0.2%
Value ($000) $38,129 Shares 2,675,697 Est. Cost $14.81 Unrealized
TRIPLE-S MANAGEMENT CORP-B 0.2%
Value ($000) $38,102 Shares 1,559,649 Est. Cost $23.54 Unrealized
ESSENDANT INC 0.2%
Value ($000) $35,857 Shares 1,173,329 Est. Cost $36.42 Unrealized
T AT&T INC 0.2%
Value ($000) $35,698 Shares 826,158 Est. Cost $12.21 Unrealized +23.7%
ROCK GIBRALTAR INDUSTRIES INC 0.2%
Value ($000) $35,541 Shares 1,125,789 Est. Cost $16.23 Unrealized +77.3%
VALIDUS HOLDINGS LTD 0.2%
Value ($000) $35,494 Shares 730,472 Est. Cost $39.11 Unrealized
SCSC SCANSOURCE INC 0.2%
Value ($000) $34,347 Shares 925,541 Est. Cost $37.19 Unrealized +5.6%
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $34,263 Shares 1,317,814 Est. Cost $19.94 Unrealized +34.0%
CUBIC CORP 0.2%
Value ($000) $34,163 Shares 850,674 Est. Cost $46.25 Unrealized
BBCN BANCORP INC 0.2%
Value ($000) $33,725 Shares 2,260,405 Est. Cost $14.36 Unrealized
ANIXTER INTERNATIONAL INC 0.2%
Value ($000) $32,976 Shares 618,924 Est. Cost $52.63 Unrealized
CTSH COGNIZANT TECH SOLUTIONS - A 0.2%
Value ($000) $31,625 Shares 552,498 Est. Cost $54.38 Unrealized -1.5%
L-3 COMMUNICATIONS 0.2%
Value ($000) $31,417 Shares 214,175 Est. Cost $85.74 Unrealized
DIOD DIODES INC. 0.2%
Value ($000) $30,699 Shares 1,633,795 Est. Cost $22.67 Unrealized -16.5%
TTEK TETRA TECH INC 0.2%
Value ($000) $29,887 Shares 972,107 Est. Cost $5.19 Unrealized +15.3%
UVV UNIVERSAL CORP 0.2%
Value ($000) $28,905 Shares 500,604 Est. Cost $52.41 Unrealized +5.1%
FIRST MIDWEST BANCORP INC 0.2%
Value ($000) $28,729 Shares 1,636,052 Est. Cost $16.09 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.2%
Value ($000) $28,152 Shares 606,995 Est. Cost $40.36 Unrealized
SRI STONERIDGE INC 0.2%
Value ($000) $27,983 Shares 1,872,997 Est. Cost $11.39 Unrealized +32.5%
ARGO GROUP INTERNATIONAL 0.2%
Value ($000) $26,606 Shares 512,641 Est. Cost $43.90 Unrealized
NWS NEWS CORP - CLASS B 0.2%
Value ($000) $26,304 Shares 2,253,975 Est. Cost $14.59 Unrealized -23.5%
MAS MASCO CORP 0.2%
Value ($000) $26,180 Shares 846,154 Est. Cost $15.12 Unrealized +80.7%
FMC TECHNOLOGIES INC 0.2%
Value ($000) $25,440 Shares 953,866 Est. Cost $27.13 Unrealized
EPR EPR PROPERTIES 0.1%
Value ($000) $23,258 Shares 288,275 Est. Cost $56.08 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $22,215 Shares 610,976 Est. Cost $14.88 Unrealized +18.6%
UPBD RENT A CENTER INC 0.1%
Value ($000) $21,827 Shares 1,777,408 Est. Cost $25.80 Unrealized -47.8%
CMCO COLUMBUS MCKINNON CORP 0.1%
Value ($000) $21,551 Shares 1,523,044 Est. Cost $22.03 Unrealized -35.0%
GENERAL CABLE CORP DEL NE 0.1%
Value ($000) $21,280 Shares 1,674,245 Est. Cost $14.95 Unrealized
PCG PG&E CORP 0.1%
Value ($000) $19,979 Shares 312,569 Est. Cost $48.18 Unrealized +17.3%
TCF FINANCIAL CORP 0.1%
Value ($000) $19,513 Shares 1,542,538 Est. Cost $14.21 Unrealized
AETNA INC 0.1%
Value ($000) $18,943 Shares 155,102 Est. Cost $66.35 Unrealized
LEGG MASON INC 0.1%
Value ($000) $18,867 Shares 639,775 Est. Cost $35.28 Unrealized
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $18,859 Shares 304,670 Est. Cost $56.63 Unrealized +12.1%
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $18,627 Shares 578,654 Est. Cost $23.48 Unrealized +44.8%
TRS TRIMAS CORP 0.1%
Value ($000) $17,944 Shares 996,886 Est. Cost $21.17 Unrealized -18.0%
SCHNITZER STEEL INDS INC - A 0.1%
Value ($000) $17,885 Shares 1,016,166 Est. Cost $26.26 Unrealized
CB CHUBB LTD 0.1%
Value ($000) $17,774 Shares 135,979 Est. Cost $96.06 Unrealized +7.8%
GNW GENWORTH FINANCIAL INC CL A 0.1%
Value ($000) $17,676 Shares 6,851,300 Est. Cost $11.35 Unrealized -71.5%
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $17,602 Shares 996,725 Est. Cost $25.24 Unrealized
BB&T CORP 0.1%
Value ($000) $17,129 Shares 481,014 Est. Cost $35.61 Unrealized
HOSPITALITY PROPERTIES TRUST 0.1%
Value ($000) $16,933 Shares 587,962 Est. Cost $26.87 Unrealized
ACH OWENS & MINOR INC 0.1%
Value ($000) $16,800 Shares 449,443 Est. Cost $28.88 Unrealized +15.5%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $16,749 Shares 91,689 Est. Cost $128.55 Unrealized +16.9%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $16,625 Shares 496,260 Est. Cost $17.72 Unrealized +41.6%
ARC DOCUMENT SOLUTIONS INC 0.1%
Value ($000) $15,234 Shares 3,916,110 Est. Cost $4.44 Unrealized
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.1%
Value ($000) $14,424 Shares 549,878 Est. Cost $19.57 Unrealized
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $13,953 Shares 314,390 Est. Cost $23.83 Unrealized +52.1%
KSS KOHLS CORP 0.1%
Value ($000) $13,383 Shares 352,924 Est. Cost $51.96 Unrealized -23.5%
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $13,187 Shares 713,963 Est. Cost $17.65 Unrealized -4.1%
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $11,445 Shares 135,169 Est. Cost $57.98 Unrealized +9.2%
OC OWENS CORNING 0.1%
Value ($000) $10,476 Shares 203,330 Est. Cost $39.75 Unrealized +25.3%
KKR & CO LP 0.1%
Value ($000) $8,580 Shares 695,268 Est. Cost $15.06 Unrealized
DRH DIAMONDROCK HOSPITALITY CO. 0.0%
Value ($000) $7,374 Shares 816,616 Est. Cost $9.33 Unrealized
PRI PRIMERICA INC 0.0%
Value ($000) $7,170 Shares 125,265 Est. Cost $37.87 Unrealized +37.1%
AIZ ASSURANT INC 0.0%
Value ($000) $6,927 Shares 80,260 Est. Cost $43.91 Unrealized +58.2%
CDW CDW CORP 0.0%
Value ($000) $5,855 Shares 146,082 Est. Cost $33.01 Unrealized +12.2%
APOLLO GLOBAL MANAGEMENT-A 0.0%
Value ($000) $5,782 Shares 381,650 Est. Cost $16.31 Unrealized
BPOP POPULAR INC. 0.0%
Value ($000) $5,533 Shares 188,830 Est. Cost $23.60 Unrealized -4.3%
INFY INFOSYS LTD - SP ADR 0.0%
Value ($000) $2,047 Shares 114,700 Est. Cost $25.46 Unrealized
KEY ENERGY SERVICES INC 0.0%
Value ($000) $1,355 Shares 5,842,346 Est. Cost $0.79 Unrealized
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $1,100 Shares 33,600 Est. Cost $40.20 Unrealized
PKX POSCO - ADR 0.0%
Value ($000) $841 Shares 18,900 Est. Cost $47.10 Unrealized
PBR PETROLEO BRASILEIRO S.A. - ADR 0.0%
Value ($000) $545 Shares 76,100 Est. Cost $14.63 Unrealized
ANNALY CAPITAL MANAGMENT INC 0.0%
Value ($000) $137 Shares 12,402 Est. Cost $10.24 Unrealized