PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 4, 2017

Total Value ($000): $18,261,398 (100.0% shares, 0.0% debt)

Holdings (152)

C CITIGROUP INC 3.1%
Value ($000) $559,545 Shares 8,366,402 Est. Cost $35.64 Unrealized +30.4%
ORCL ORACLE CORP 2.8%
Value ($000) $504,673 Shares 10,065,272 Est. Cost $28.11 Unrealized +42.7%
BAC BANK OF AMERICA CORP 2.7%
Value ($000) $497,101 Shares 20,490,554 Est. Cost $10.54 Unrealized +81.2%
OMC OMNICOM GROUP 2.7%
Value ($000) $495,658 Shares 5,978,986 Est. Cost $46.39 Unrealized +32.4%
MYLAN NV 2.6%
Value ($000) $479,027 Shares 12,339,687 Est. Cost $38.92 Unrealized
VOYA VOYA FINANCIAL INC. 2.6%
Value ($000) $473,117 Shares 12,825,081 Est. Cost $29.02 Unrealized +12.5%
CTSH COGNIZANT TECH SOLUTIONS - A 2.5%
Value ($000) $465,522 Shares 7,010,880 Est. Cost $49.53 Unrealized +13.9%
BEN FRANKLIN RESOURCES INC. 2.5%
Value ($000) $463,506 Shares 10,348,419 Est. Cost $27.69 Unrealized -2.3%
DOV DOVER CORP 2.5%
Value ($000) $449,176 Shares 5,599,307 Est. Cost $43.27 Unrealized +31.2%
XOM EXXON MOBIL CORP 2.3%
Value ($000) $421,159 Shares 5,216,886 Est. Cost $53.98 Unrealized +2.8%
MS MORGAN STANLEY 2.2%
Value ($000) $405,708 Shares 9,104,754 Est. Cost $18.07 Unrealized +85.6%
AIG AMERICAN INTERNATIONAL GROUP 2.2%
Value ($000) $403,918 Shares 6,460,619 Est. Cost $33.90 Unrealized +46.9%
ROYAL DUTCH SHELL PLC ADR 2.2%
Value ($000) $401,254 Shares 7,543,786 Est. Cost $59.41 Unrealized
WMT WAL-MART STORES 2.1%
Value ($000) $388,567 Shares 5,134,336 Est. Cost $20.32 Unrealized +8.4%
JPM JP MORGAN CHASE & CO 2.1%
Value ($000) $379,710 Shares 4,154,377 Est. Cost $36.69 Unrealized +86.8%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 2.0%
Value ($000) $367,124 Shares 22,129,234 Est. Cost $7.41 Unrealized +44.8%
MCK MCKESSON CORPORATION 1.9%
Value ($000) $345,181 Shares 2,097,855 Est. Cost $136.55 Unrealized +3.7%
COF CAPITAL ONE FINL CORP 1.8%
Value ($000) $333,921 Shares 4,041,646 Est. Cost $61.25 Unrealized +14.2%
NWSA NEWS CORP - CLASS A 1.7%
Value ($000) $317,710 Shares 23,190,514 Est. Cost $14.85 Unrealized -20.1%
GS GOLDMAN SACHS GROUP INC 1.7%
Value ($000) $313,833 Shares 1,414,300 Est. Cost $121.71 Unrealized +51.7%
MET METLIFE INC 1.6%
Value ($000) $301,214 Shares 5,482,597 Est. Cost $24.72 Unrealized +40.1%
CIGNA CORP 1.6%
Value ($000) $298,486 Shares 1,783,177 Est. Cost $115.89 Unrealized
STAPLES INC 1.6%
Value ($000) $298,438 Shares 29,636,356 Est. Cost $13.55 Unrealized
AXS AXIS CAPITAL HOLDINGS LTD 1.6%
Value ($000) $296,318 Shares 4,582,706 Est. Cost $32.09 Unrealized +59.2%
AVT AVNET INC 1.6%
Value ($000) $294,844 Shares 7,583,434 Est. Cost $30.42 Unrealized +6.1%
RF REGIONS FINL CORP 1.6%
Value ($000) $291,608 Shares 19,918,612 Est. Cost $6.44 Unrealized +57.7%
INTC INTEL CORPORATION 1.6%
Value ($000) $286,461 Shares 8,490,243 Est. Cost $18.82 Unrealized +57.1%
F FORD MOTOR COMPANY 1.5%
Value ($000) $266,464 Shares 23,812,718 Est. Cost $7.92 Unrealized -10.5%
HLT HILTON WORLDWIDE HOLDINGS INC 1.4%
Value ($000) $256,856 Shares 4,152,880 Est. Cost $55.58 Unrealized +8.3%
STT STATE STREET CORP 1.4%
Value ($000) $252,452 Shares 2,813,464 Est. Cost $46.51 Unrealized +38.0%
MUR MURPHY OIL CORP 1.3%
Value ($000) $243,761 Shares 9,510,782 Est. Cost $24.35 Unrealized -21.6%
XL GROUP LTD 1.2%
Value ($000) $227,666 Shares 5,197,849 Est. Cost $33.89 Unrealized
INTERPUBLIC GROUP OF COS INC 1.2%
Value ($000) $219,947 Shares 8,940,925 Est. Cost $9.90 Unrealized +75.6%
BP BP PLC - SPONS ADR 1.2%
Value ($000) $214,500 Shares 6,190,476 Est. Cost $41.64 Unrealized
PH PARKER HANNIFIN CORPORATION 1.1%
Value ($000) $205,092 Shares 1,283,268 Est. Cost $83.16 Unrealized +67.2%
TEX TEREX CORP 1.1%
Value ($000) $194,323 Shares 5,181,944 Est. Cost $30.35 Unrealized +11.5%
WTW WILLIS TOWERS WATSON PLC 1.1%
Value ($000) $193,322 Shares 1,329,037 Est. Cost $103.10 Unrealized +20.1%
UBS UBS GROUP AG 1.0%
Value ($000) $188,833 Shares 11,120,923 Est. Cost $17.20 Unrealized -5.5%
EXPRESS SCRIPTS HOLDING CO 1.0%
Value ($000) $181,234 Shares 2,838,878 Est. Cost $63.84 Unrealized
SWK STANLEY BLACK & DECKER INC 1.0%
Value ($000) $173,884 Shares 1,235,586 Est. Cost $70.52 Unrealized +54.1%
CVE CENOVUS ENERGY INC. 0.9%
Value ($000) $162,722 Shares 22,078,963 Est. Cost $10.50 Unrealized -24.7%
EIX EDISON INTERNATIONAL 0.8%
Value ($000) $139,521 Shares 1,784,386 Est. Cost $40.95 Unrealized +35.9%
KEY KEY CORP 0.7%
Value ($000) $128,735 Shares 6,869,516 Est. Cost $7.25 Unrealized +71.0%
ALL ALLSTATE CORP 0.7%
Value ($000) $128,289 Shares 1,450,578 Est. Cost $50.60 Unrealized +37.9%
ON ON SEMICONDUCTOR CORP 0.7%
Value ($000) $125,247 Shares 8,920,698 Est. Cost $8.83 Unrealized +70.1%
SEAGATE TECHNOLOGY 0.7%
Value ($000) $121,928 Shares 3,146,522 Est. Cost $30.86 Unrealized
LAMR LAMAR ADVERTISING CO -A 0.6%
Value ($000) $117,155 Shares 1,592,425 Est. Cost $53.64 Unrealized
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $111,741 Shares 2,298,718 Est. Cost $29.39 Unrealized +32.4%
COP CONOCOPHILLIPS 0.6%
Value ($000) $109,952 Shares 2,501,175 Est. Cost $30.73 Unrealized +15.5%
HPQ HP INC 0.6%
Value ($000) $106,839 Shares 6,112,050 Est. Cost $9.07 Unrealized +52.5%
JELD JELD-WEN HOLDING INC 0.6%
Value ($000) $102,680 Shares 3,163,282 Est. Cost $30.86 Unrealized +5.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $97,609 Shares 737,844 Est. Cost $66.17 Unrealized +51.7%
MSFT MICROSOFT CORP 0.5%
Value ($000) $92,844 Shares 1,346,933 Est. Cost $29.16 Unrealized +113.7%
IVZ INVESCO LTD 0.5%
Value ($000) $88,423 Shares 2,512,726 Est. Cost $19.18 Unrealized +13.6%
WFC WELLS FARGO CO 0.5%
Value ($000) $83,290 Shares 1,503,167 Est. Cost $32.60 Unrealized +29.4%
CAH CARDINAL HEALTH INC 0.5%
Value ($000) $82,502 Shares 1,058,804 Est. Cost $60.58 Unrealized -3.6%
FITB FIFTH THIRD BANCORP 0.5%
Value ($000) $82,250 Shares 3,168,331 Est. Cost $12.24 Unrealized +47.2%
ACTUANT CORP- A 0.4%
Value ($000) $81,464 Shares 3,311,551 Est. Cost $27.10 Unrealized
WBS WEBSTER FINANCIAL CORP. 0.4%
Value ($000) $79,015 Shares 1,513,122 Est. Cost $28.60 Unrealized +76.6%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $78,462 Shares 2,506,781 Est. Cost $16.36 Unrealized +53.2%
PFE PFIZER INC 0.4%
Value ($000) $78,341 Shares 2,332,274 Est. Cost $18.41 Unrealized +17.4%
BIDU BAIDU INC - SPON ADR 0.4%
Value ($000) $77,242 Shares 431,862 Est. Cost $172.62 Unrealized
AVANGRID INC 0.4%
Value ($000) $75,958 Shares 1,720,464 Est. Cost $42.74 Unrealized
G GENPACT LTD 0.4%
Value ($000) $74,308 Shares 2,670,064 Est. Cost $20.93 Unrealized +12.5%
FLEX FLEX LTD 0.4%
Value ($000) $74,247 Shares 4,552,258 Est. Cost $7.07 Unrealized +75.2%
KBR KBR INC 0.4%
Value ($000) $72,588 Shares 4,769,262 Est. Cost $15.18 Unrealized -13.0%
ACM AECOM 0.4%
Value ($000) $72,018 Shares 2,227,578 Est. Cost $28.89 Unrealized +10.3%
KELLOGG COMPANY 0.4%
Value ($000) $67,435 Shares 970,849 Est. Cost $41.49 Unrealized +18.4%
DAN DANA INC 0.4%
Value ($000) $67,375 Shares 3,017,256 Est. Cost $14.44 Unrealized +17.0%
AMERICAN EQUITY INVT LIFE 0.4%
Value ($000) $64,049 Shares 2,437,159 Est. Cost $14.81 Unrealized
ASB ASSOCIATED BANC CORP 0.3%
Value ($000) $59,603 Shares 2,365,210 Est. Cost $11.96 Unrealized +50.3%
MASONITE INTERNATIONAL CORP 0.3%
Value ($000) $59,405 Shares 786,818 Est. Cost $58.46 Unrealized
TE CONNECTIVITY LTD. 0.3%
Value ($000) $57,397 Shares 729,498 Est. Cost $45.54 Unrealized
CMA COMERICA INC 0.3%
Value ($000) $56,695 Shares 774,101 Est. Cost $26.39 Unrealized +84.4%
CVS CVS HEALTH CORPORATION 0.3%
Value ($000) $56,328 Shares 700,074 Est. Cost $70.97 Unrealized -15.0%
TRS TRIMAS CORP 0.3%
Value ($000) $56,066 Shares 2,689,007 Est. Cost $20.81 Unrealized +3.7%
CFG CITIZENS FINANCIAL GROUP 0.3%
Value ($000) $55,677 Shares 1,560,442 Est. Cost $15.71 Unrealized +60.1%
ASPEN INSURANCE HOLDINGS LTD 0.3%
Value ($000) $54,550 Shares 1,094,283 Est. Cost $45.94 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $52,870 Shares 824,940 Est. Cost $37.24 Unrealized +25.0%
SYNOVUS FINANCIAL CORP 0.3%
Value ($000) $52,137 Shares 1,178,496 Est. Cost $25.49 Unrealized
TELEFONICA BRASIL - ADR 0.3%
Value ($000) $51,863 Shares 3,844,520 Est. Cost $12.87 Unrealized
ESSENDANT INC 0.3%
Value ($000) $51,790 Shares 3,492,271 Est. Cost $24.17 Unrealized
SCSC SCANSOURCE INC 0.3%
Value ($000) $51,419 Shares 1,275,903 Est. Cost $37.38 Unrealized +3.9%
ACH OWENS & MINOR INC 0.3%
Value ($000) $50,455 Shares 1,567,412 Est. Cost $30.57 Unrealized -1.9%
GTLS CHART INDUSTRIES INC 0.3%
Value ($000) $45,684 Shares 1,315,403 Est. Cost $24.74 Unrealized +41.0%
GLW CORNING INC 0.2%
Value ($000) $43,757 Shares 1,456,133 Est. Cost $13.55 Unrealized +68.1%
VERIFONE SYSTEMS INC 0.2%
Value ($000) $43,589 Shares 2,408,238 Est. Cost $18.73 Unrealized
HOPE HOPE BANCORP INC 0.2%
Value ($000) $42,625 Shares 2,285,505 Est. Cost $16.20 Unrealized +14.6%
CUBIC CORP 0.2%
Value ($000) $42,324 Shares 914,129 Est. Cost $46.39 Unrealized
SUPERIOR ENERGY SERVICES INC 0.2%
Value ($000) $41,703 Shares 3,998,348 Est. Cost $23.30 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $41,071 Shares 743,776 Est. Cost $44.14 Unrealized +0.2%
ANIXTER INTERNATIONAL INC 0.2%
Value ($000) $36,634 Shares 468,465 Est. Cost $53.26 Unrealized
TORCHMARK CORP 0.2%
Value ($000) $36,541 Shares 477,661 Est. Cost $56.51 Unrealized
VALIDUS HOLDINGS LTD 0.2%
Value ($000) $35,814 Shares 689,124 Est. Cost $39.11 Unrealized
TRIPLE-S MANAGEMENT CORP-B 0.2%
Value ($000) $34,999 Shares 2,069,718 Est. Cost $23.06 Unrealized
ARGO GROUP INTERNATIONAL 0.2%
Value ($000) $34,702 Shares 572,635 Est. Cost $46.12 Unrealized
FTI TECHNIPFMC PLC 0.2%
Value ($000) $34,594 Shares 1,271,841 Est. Cost $22.64 Unrealized -8.6%
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $33,309 Shares 832,926 Est. Cost $19.94 Unrealized +111.9%
HAL HALLIBURTON CO 0.2%
Value ($000) $32,156 Shares 752,886 Est. Cost $27.15 Unrealized +42.4%
BAKER HUGHES INC 0.2%
Value ($000) $31,640 Shares 580,451 Est. Cost $46.86 Unrealized
T AT&T INC 0.2%
Value ($000) $31,093 Shares 824,085 Est. Cost $12.21 Unrealized +30.4%
FIRST MIDWEST BANCORP INC 0.2%
Value ($000) $29,793 Shares 1,278,104 Est. Cost $16.16 Unrealized
ETR ENTERGY CORP 0.2%
Value ($000) $28,415 Shares 370,134 Est. Cost $20.56 Unrealized +35.8%
ROCK GIBRALTAR INDUSTRIES INC 0.2%
Value ($000) $28,294 Shares 793,663 Est. Cost $35.29 Unrealized 0.0%
L3 TECHNOLOGIES, INC. 0.2%
Value ($000) $28,075 Shares 168,036 Est. Cost $165.29 Unrealized
GENERAL CABLE CORP DEL NE 0.2%
Value ($000) $27,974 Shares 1,710,959 Est. Cost $15.01 Unrealized
TCF FINANCIAL CORP 0.1%
Value ($000) $26,626 Shares 1,670,379 Est. Cost $14.40 Unrealized
LEGG MASON INC 0.1%
Value ($000) $24,414 Shares 639,775 Est. Cost $35.28 Unrealized
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $23,892 Shares 304,670 Est. Cost $56.63 Unrealized +31.9%
UVV UNIVERSAL CORP 0.1%
Value ($000) $23,790 Shares 367,692 Est. Cost $53.40 Unrealized +29.9%
AETNA INC 0.1%
Value ($000) $23,525 Shares 154,946 Est. Cost $66.35 Unrealized
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $23,217 Shares 91,194 Est. Cost $128.98 Unrealized +60.1%
DIOD DIODES INC. 0.1%
Value ($000) $22,568 Shares 939,163 Est. Cost $22.67 Unrealized +9.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $21,870 Shares 496,033 Est. Cost $17.72 Unrealized +81.1%
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $20,811 Shares 712,955 Est. Cost $17.65 Unrealized +57.2%
PCG PG&E CORP 0.1%
Value ($000) $20,774 Shares 313,010 Est. Cost $48.18 Unrealized +36.1%
SRI STONERIDGE INC 0.1%
Value ($000) $19,233 Shares 1,248,090 Est. Cost $11.70 Unrealized +43.3%
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.1%
Value ($000) $19,188 Shares 548,866 Est. Cost $20.17 Unrealized
HOSPITALITY PROPERTIES TRUST 0.1%
Value ($000) $17,103 Shares 586,728 Est. Cost $26.87 Unrealized
WESCO AIRCRAFT HOLDINGS INC 0.1%
Value ($000) $16,839 Shares 1,552,004 Est. Cost $13.31 Unrealized
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $16,527 Shares 314,390 Est. Cost $23.83 Unrealized +72.2%
ARC DOCUMENT SOLUTIONS INC 0.1%
Value ($000) $15,918 Shares 3,826,438 Est. Cost $4.43 Unrealized
VIRTUSA CORP 0.1%
Value ($000) $15,776 Shares 536,604 Est. Cost $26.38 Unrealized
PLY GEM HOLDINGS INC 0.1%
Value ($000) $15,432 Shares 859,716 Est. Cost $19.05 Unrealized
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $15,335 Shares 338,149 Est. Cost $23.73 Unrealized +92.7%
GNW GENWORTH FINANCIAL INC CL A 0.1%
Value ($000) $15,094 Shares 4,003,626 Est. Cost $11.28 Unrealized -66.4%
OC OWENS CORNING 0.1%
Value ($000) $13,607 Shares 203,330 Est. Cost $39.75 Unrealized +57.7%
KSS KOHLS CORP 0.1%
Value ($000) $13,580 Shares 351,174 Est. Cost $51.96 Unrealized -26.2%
DXC DXC TECHNOLOGY COMPANY 0.1%
Value ($000) $13,005 Shares 169,514 Est. Cost $62.87 Unrealized 0.0%
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $11,453 Shares 1,045,949 Est. Cost $9.74 Unrealized
KKR & CO LP 0.1%
Value ($000) $10,713 Shares 575,974 Est. Cost $15.16 Unrealized
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $10,206 Shares 996,725 Est. Cost $25.24 Unrealized
NWS NEWS CORP - CLASS B 0.0%
Value ($000) $7,932 Shares 560,534 Est. Cost $14.59 Unrealized -16.1%
APOLLO GLOBAL MANAGEMENT-A 0.0%
Value ($000) $7,887 Shares 298,175 Est. Cost $16.31 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $7,505 Shares 51,626 Est. Cost $96.06 Unrealized +25.8%
CMCO COLUMBUS MCKINNON CORP 0.0%
Value ($000) $7,464 Shares 293,625 Est. Cost $21.94 Unrealized +10.1%
PKX POSCO - ADR 0.0%
Value ($000) $5,852 Shares 93,495 Est. Cost $55.06 Unrealized
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $3,385 Shares 77,844 Est. Cost $40.07 Unrealized
LUKOY LUKOIL PJSC - SPON ADR 0.0%
Value ($000) $798 Shares 16,350 Est. Cost $56.15 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $372 Shares 5,778 Est. Cost $49.53 Unrealized +7.5%
ABBV ABBVIE INC 0.0%
Value ($000) $372 Shares 5,137 Est. Cost $42.99 Unrealized +9.2%
PREMIER INC CLASS A 0.0%
Value ($000) $361 Shares 10,029 Est. Cost $30.33 Unrealized
ALLEGHANY CORP 0.0%
Value ($000) $358 Shares 602 Est. Cost $608.72 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $357 Shares 7,454 Est. Cost $34.22 Unrealized +2.5%
OHI OMEGA HEALTHCARE INVESTORS 0.0%
Value ($000) $340 Shares 10,286 Est. Cost $33.05 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $260 Shares 2,023 Est. Cost $110.49 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $246 Shares 2,602 Est. Cost $59.09 Unrealized +14.5%
AMGN AMGEN INC 0.0%
Value ($000) $231 Shares 1,339 Est. Cost $125.99 Unrealized -0.5%
DVA DAVITA HEALTHCARE PARTNERS INC 0.0%
Value ($000) $220 Shares 3,398 Est. Cost $62.36 Unrealized +6.2%
BRO BROWN & BROWN INC 0.0%
Value ($000) $219 Shares 5,087 Est. Cost $20.10 Unrealized -0.6%
TDG TRANSDIGM GROUP INC. 0.0%
Value ($000) $204 Shares 758 Est. Cost $163.01 Unrealized +6.4%
ANNALY CAPITAL MANAGMENT INC 0.0%
Value ($000) $156 Shares 12,906 Est. Cost $11.08 Unrealized