PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 4, 2018

Total Value ($000): $19,665,670 (100.0% shares, 0.0% debt)

Holdings (157)

MYLAN NV 4.5%
Value ($000) $876,648 Shares 21,293,375 Est. Cost $35.47 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 3.2%
Value ($000) $620,643 Shares 35,384,460 Est. Cost $9.07 Unrealized +46.3%
OMC OMNICOM GROUP 2.9%
Value ($000) $575,855 Shares 7,924,253 Est. Cost $48.42 Unrealized +16.7%
DOV DOVER CORP 2.9%
Value ($000) $565,075 Shares 5,753,153 Est. Cost $44.65 Unrealized +62.3%
C CITIGROUP INC 2.8%
Value ($000) $554,058 Shares 8,208,270 Est. Cost $35.64 Unrealized +61.7%
CTSH COGNIZANT TECH SOLUTIONS - A 2.7%
Value ($000) $538,705 Shares 6,691,984 Est. Cost $49.96 Unrealized +41.3%
VOYA VOYA FINANCIAL INC. 2.7%
Value ($000) $538,016 Shares 10,653,774 Est. Cost $29.02 Unrealized +59.9%
ORCL ORACLE CORP 2.6%
Value ($000) $511,411 Shares 11,178,377 Est. Cost $29.88 Unrealized +48.1%
BAC BANK OF AMERICA CORP 2.6%
Value ($000) $508,828 Shares 16,966,578 Est. Cost $10.54 Unrealized +147.3%
F FORD MOTOR COMPANY 2.5%
Value ($000) $496,594 Shares 44,818,988 Est. Cost $7.72 Unrealized -3.0%
COF CAPITAL ONE FINL CORP 2.4%
Value ($000) $467,381 Shares 4,877,701 Est. Cost $63.79 Unrealized +36.2%
MS MORGAN STANLEY 2.2%
Value ($000) $442,472 Shares 8,200,006 Est. Cost $18.07 Unrealized +141.7%
ROYAL DUTCH SHELL PLC ADR 2.1%
Value ($000) $418,480 Shares 6,558,222 Est. Cost $59.41 Unrealized
WFC WELLS FARGO CO 2.1%
Value ($000) $406,290 Shares 7,752,137 Est. Cost $41.45 Unrealized +15.1%
INTERPUBLIC GROUP OF COS INC 2.1%
Value ($000) $405,808 Shares 17,620,856 Est. Cost $12.16 Unrealized +34.9%
AIG AMERICAN INTERNATIONAL GROUP 2.1%
Value ($000) $405,454 Shares 7,450,456 Est. Cost $35.79 Unrealized +34.3%
JPM JP MORGAN CHASE & CO 2.0%
Value ($000) $395,872 Shares 3,599,814 Est. Cost $36.69 Unrealized +149.2%
AVT AVNET INC 1.9%
Value ($000) $383,421 Shares 9,181,546 Est. Cost $30.79 Unrealized +13.4%
MCK MCKESSON CORPORATION 1.9%
Value ($000) $371,284 Shares 2,635,648 Est. Cost $138.10 Unrealized +6.0%
BEN FRANKLIN RESOURCES INC. 1.9%
Value ($000) $369,579 Shares 10,656,848 Est. Cost $27.66 Unrealized -5.3%
AXS AXIS CAPITAL HOLDINGS LTD 1.9%
Value ($000) $367,177 Shares 6,377,926 Est. Cost $34.68 Unrealized +18.9%
EIX EDISON INTERNATIONAL 1.8%
Value ($000) $348,543 Shares 5,475,064 Est. Cost $42.87 Unrealized +2.2%
NWSA NEWS CORP - CLASS A 1.8%
Value ($000) $347,463 Shares 21,991,335 Est. Cost $14.85 Unrealized +1.3%
WMT WALMART INC 1.8%
Value ($000) $344,757 Shares 3,874,978 Est. Cost $20.35 Unrealized +39.3%
GS GOLDMAN SACHS GROUP INC 1.7%
Value ($000) $339,863 Shares 1,349,412 Est. Cost $121.71 Unrealized +79.4%
XOM EXXON MOBIL CORP 1.7%
Value ($000) $330,079 Shares 4,424,055 Est. Cost $54.12 Unrealized +3.0%
MUR MURPHY OIL CORP 1.4%
Value ($000) $273,942 Shares 10,601,453 Est. Cost $24.07 Unrealized -9.8%
MET METLIFE INC 1.4%
Value ($000) $273,868 Shares 5,967,922 Est. Cost $25.80 Unrealized +43.5%
STT STATE STREET CORP 1.3%
Value ($000) $248,085 Shares 2,487,563 Est. Cost $46.51 Unrealized +76.2%
MRK MERCK & CO INC 1.3%
Value ($000) $246,446 Shares 4,524,430 Est. Cost $42.04 Unrealized +0.5%
AMGN AMGEN INC 1.2%
Value ($000) $228,667 Shares 1,341,311 Est. Cost $144.41 Unrealized +0.0%
BP BP PLC - SPONS ADR 1.1%
Value ($000) $219,241 Shares 5,408,029 Est. Cost $41.64 Unrealized
EXPRESS SCRIPTS HOLDING CO 1.1%
Value ($000) $214,628 Shares 3,106,946 Est. Cost $64.02 Unrealized
CVE CENOVUS ENERGY INC. 1.1%
Value ($000) $210,587 Shares 24,658,950 Est. Cost $10.13 Unrealized -24.8%
HAL HALLIBURTON CO 1.0%
Value ($000) $196,801 Shares 4,192,614 Est. Cost $34.18 Unrealized +23.1%
WTW WILLIS TOWERS WATSON PLC 1.0%
Value ($000) $194,153 Shares 1,275,726 Est. Cost $104.27 Unrealized +34.9%
UBS UBS GROUP AG 1.0%
Value ($000) $188,760 Shares 10,688,586 Est. Cost $17.20 Unrealized +10.5%
RF REGIONS FINL CORP 0.9%
Value ($000) $181,306 Shares 9,758,134 Est. Cost $6.44 Unrealized +115.8%
CAH CARDINAL HEALTH INC 0.9%
Value ($000) $180,120 Shares 2,873,639 Est. Cost $56.47 Unrealized -4.1%
JELD JELD-WEN HOLDING INC 0.9%
Value ($000) $173,907 Shares 5,679,507 Est. Cost $32.76 Unrealized +10.6%
PFE PFIZER INC 0.8%
Value ($000) $155,002 Shares 4,367,493 Est. Cost $20.32 Unrealized +19.3%
XL GROUP LTD 0.8%
Value ($000) $154,746 Shares 2,800,319 Est. Cost $33.89 Unrealized
KEY KEY CORP 0.7%
Value ($000) $137,119 Shares 7,013,737 Est. Cost $7.37 Unrealized +98.3%
MD MEDNAX INC 0.6%
Value ($000) $125,652 Shares 2,258,712 Est. Cost $51.56 Unrealized +6.3%
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $125,278 Shares 3,945,755 Est. Cost $14.61 Unrealized +65.6%
R RYDER SYSTEM INC. 0.6%
Value ($000) $120,740 Shares 1,658,741 Est. Cost $79.46 Unrealized +1.4%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $116,860 Shares 2,724,652 Est. Cost $17.78 Unrealized +88.1%
TEX TEREX CORP 0.6%
Value ($000) $116,282 Shares 3,108,316 Est. Cost $30.35 Unrealized +42.9%
ACTUANT CORP- A 0.5%
Value ($000) $101,335 Shares 4,358,516 Est. Cost $26.67 Unrealized
G GENPACT LTD 0.5%
Value ($000) $96,016 Shares 3,001,426 Est. Cost $21.89 Unrealized +35.5%
BIDU BAIDU INC - SPON ADR 0.5%
Value ($000) $94,827 Shares 424,873 Est. Cost $174.45 Unrealized
AVANGRID INC 0.5%
Value ($000) $88,559 Shares 1,732,380 Est. Cost $42.74 Unrealized
THG HANOVER INSURANCE GROUP 0.4%
Value ($000) $88,494 Shares 750,653 Est. Cost $74.10 Unrealized +19.4%
COP CONOCOPHILLIPS 0.4%
Value ($000) $87,128 Shares 1,469,519 Est. Cost $30.86 Unrealized +41.8%
CAR AVIS BUDGET GROUP INC 0.4%
Value ($000) $84,804 Shares 1,810,500 Est. Cost $35.01 Unrealized +22.2%
HPQ HP INC 0.4%
Value ($000) $84,497 Shares 3,854,805 Est. Cost $9.07 Unrealized +91.4%
IVZ INVESCO LTD 0.4%
Value ($000) $83,456 Shares 2,607,199 Est. Cost $19.33 Unrealized +22.2%
ACM AECOM 0.4%
Value ($000) $82,402 Shares 2,312,710 Est. Cost $29.14 Unrealized +21.9%
WBS WEBSTER FINANCIAL CORP. 0.4%
Value ($000) $80,455 Shares 1,452,258 Est. Cost $29.02 Unrealized +94.8%
FLEX FLEX LTD 0.4%
Value ($000) $79,446 Shares 4,864,991 Est. Cost $7.65 Unrealized +78.3%
CSL CARLISLE COS INC 0.4%
Value ($000) $76,217 Shares 729,979 Est. Cost $99.37 Unrealized 0.0%
TELEFONICA BRASIL - ADR 0.4%
Value ($000) $74,100 Shares 4,824,254 Est. Cost $13.31 Unrealized
ALL ALLSTATE CORP 0.4%
Value ($000) $73,176 Shares 771,903 Est. Cost $50.60 Unrealized +59.5%
TE CONNECTIVITY LTD. 0.4%
Value ($000) $72,893 Shares 729,656 Est. Cost $45.54 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.4%
Value ($000) $70,616 Shares 1,574,494 Est. Cost $43.99 Unrealized
KELLOGG COMPANY 0.3%
Value ($000) $63,250 Shares 972,922 Est. Cost $41.49 Unrealized +13.9%
MICRO FOCUS INTL-SPN ADR 0.3%
Value ($000) $61,847 Shares 4,405,079 Est. Cost $31.90 Unrealized
FTI TECHNIPFMC PLC 0.3%
Value ($000) $61,142 Shares 2,076,120 Est. Cost $21.30 Unrealized +0.3%
TRS TRIMAS CORP 0.3%
Value ($000) $60,919 Shares 2,320,711 Est. Cost $20.81 Unrealized +24.4%
MSFT MICROSOFT CORP 0.3%
Value ($000) $59,576 Shares 652,741 Est. Cost $29.16 Unrealized +189.1%
KBR KBR INC 0.3%
Value ($000) $59,267 Shares 3,660,720 Est. Cost $15.23 Unrealized +7.7%
ANIXTER INTERNATIONAL INC 0.3%
Value ($000) $59,099 Shares 780,189 Est. Cost $63.78 Unrealized
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $57,221 Shares 373,505 Est. Cost $70.52 Unrealized +84.6%
MASONITE INTERNATIONAL CORP 0.3%
Value ($000) $56,822 Shares 926,190 Est. Cost $60.81 Unrealized
PH PARKER HANNIFIN CORPORATION 0.3%
Value ($000) $55,179 Shares 322,629 Est. Cost $83.16 Unrealized +102.1%
ASB ASSOCIATED BANC CORP 0.3%
Value ($000) $54,396 Shares 2,188,954 Est. Cost $12.10 Unrealized +56.1%
VALIDUS HOLDINGS LTD 0.3%
Value ($000) $53,090 Shares 787,102 Est. Cost $42.75 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $52,885 Shares 3,923,237 Est. Cost $13.48 Unrealized
HOPE HOPE BANCORP INC 0.3%
Value ($000) $52,521 Shares 2,887,381 Est. Cost $16.62 Unrealized +11.5%
ROCK GIBRALTAR INDUSTRIES INC 0.3%
Value ($000) $51,828 Shares 1,531,107 Est. Cost $32.36 Unrealized +7.3%
AMERICAN EQUITY INVT LIFE 0.2%
Value ($000) $48,194 Shares 1,641,482 Est. Cost $14.81 Unrealized
CUBIC CORP 0.2%
Value ($000) $45,402 Shares 713,870 Est. Cost $46.55 Unrealized
SNA SNAP-ON INC 0.2%
Value ($000) $45,373 Shares 307,533 Est. Cost $134.24 Unrealized 0.0%
SCSC SCANSOURCE INC 0.2%
Value ($000) $44,915 Shares 1,263,432 Est. Cost $37.47 Unrealized -8.8%
TRIPLE-S MANAGEMENT CORP-B 0.2%
Value ($000) $43,815 Shares 1,676,159 Est. Cost $23.06 Unrealized
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $43,774 Shares 703,641 Est. Cost $70.97 Unrealized -21.3%
SYNOVUS FINANCIAL CORP 0.2%
Value ($000) $43,611 Shares 873,259 Est. Cost $25.49 Unrealized
DIEBOLD NIXDORF INC 0.2%
Value ($000) $43,499 Shares 2,824,601 Est. Cost $20.48 Unrealized
VERIFONE SYSTEMS INC 0.2%
Value ($000) $43,488 Shares 2,827,595 Est. Cost $18.60 Unrealized
STEELCASE INC - CL A 0.2%
Value ($000) $40,486 Shares 2,976,916 Est. Cost $13.86 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $38,841 Shares 700,983 Est. Cost $44.14 Unrealized +17.6%
ESSENDANT INC 0.2%
Value ($000) $37,962 Shares 4,866,890 Est. Cost $20.19 Unrealized
L3 TECHNOLOGIES, INC. 0.2%
Value ($000) $34,951 Shares 168,036 Est. Cost $165.29 Unrealized
GTLS CHART INDUSTRIES INC 0.2%
Value ($000) $34,834 Shares 590,099 Est. Cost $25.03 Unrealized +114.9%
ARGO GROUP INTERNATIONAL 0.2%
Value ($000) $34,632 Shares 603,338 Est. Cost $47.28 Unrealized
UVV UNIVERSAL CORP 0.2%
Value ($000) $34,227 Shares 705,706 Est. Cost $54.40 Unrealized -8.8%
SUPERIOR ENERGY SERVICES INC 0.2%
Value ($000) $33,162 Shares 3,933,849 Est. Cost $22.60 Unrealized
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $32,838 Shares 940,099 Est. Cost $22.97 Unrealized +57.5%
CIGNA CORP 0.2%
Value ($000) $32,127 Shares 191,526 Est. Cost $115.89 Unrealized
TCF FINANCIAL CORP 0.2%
Value ($000) $31,403 Shares 1,376,728 Est. Cost $14.40 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.2%
Value ($000) $30,889 Shares 735,799 Est. Cost $15.71 Unrealized +105.6%
T AT&T INC 0.1%
Value ($000) $29,474 Shares 826,748 Est. Cost $12.21 Unrealized +29.5%
FIRST MIDWEST BANCORP INC 0.1%
Value ($000) $29,416 Shares 1,196,259 Est. Cost $16.42 Unrealized
ETR ENTERGY CORP 0.1%
Value ($000) $29,412 Shares 373,348 Est. Cost $20.64 Unrealized +39.7%
TORCHMARK CORP 0.1%
Value ($000) $27,761 Shares 329,821 Est. Cost $56.51 Unrealized
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.1%
Value ($000) $27,284 Shares 623,501 Est. Cost $23.06 Unrealized
LEGG MASON INC 0.1%
Value ($000) $26,012 Shares 639,905 Est. Cost $35.28 Unrealized
EVTC EVERTEC INC 0.1%
Value ($000) $25,681 Shares 1,570,680 Est. Cost $15.07 Unrealized 0.0%
PLY GEM HOLDINGS INC 0.1%
Value ($000) $23,505 Shares 1,088,198 Est. Cost $17.93 Unrealized
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $23,456 Shares 304,547 Est. Cost $56.63 Unrealized +43.3%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $23,377 Shares 91,025 Est. Cost $128.98 Unrealized +58.1%
CMA COMERICA INC 0.1%
Value ($000) $23,051 Shares 240,292 Est. Cost $26.39 Unrealized +153.4%
ACH OWENS & MINOR INC 0.1%
Value ($000) $22,929 Shares 1,474,535 Est. Cost $30.46 Unrealized -44.8%
KSS KOHLS CORP 0.1%
Value ($000) $22,672 Shares 346,078 Est. Cost $51.96 Unrealized +22.1%
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $21,872 Shares 424,540 Est. Cost $29.45 Unrealized +55.9%
BHF BRIGHTHOUSE FINANCIAL INC 0.1%
Value ($000) $21,249 Shares 413,395 Est. Cost $59.99 Unrealized -3.7%
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $20,478 Shares 712,758 Est. Cost $17.65 Unrealized +46.9%
BKR BAKER HUGHES A GE CO 0.1%
Value ($000) $16,313 Shares 587,422 Est. Cost $28.10 Unrealized -12.8%
WESCO AIRCRAFT HOLDINGS INC 0.1%
Value ($000) $15,972 Shares 1,558,248 Est. Cost $13.21 Unrealized
HOSPITALITY PROPERTIES TRUST 0.1%
Value ($000) $14,969 Shares 590,723 Est. Cost $26.87 Unrealized
KKR & CO LP 0.1%
Value ($000) $13,313 Shares 655,801 Est. Cost $15.86 Unrealized
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $11,502 Shares 996,725 Est. Cost $25.24 Unrealized
GNW GENWORTH FINANCIAL INC CL A 0.1%
Value ($000) $10,772 Shares 3,806,435 Est. Cost $11.28 Unrealized -73.4%
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $10,494 Shares 1,005,192 Est. Cost $9.80 Unrealized
APOLLO GLOBAL MANAGEMENT-A 0.0%
Value ($000) $9,669 Shares 326,430 Est. Cost $17.68 Unrealized
PKX POSCO - ADR 0.0%
Value ($000) $8,021 Shares 101,726 Est. Cost $59.84 Unrealized
REALOGY HOLDINGS CORP 0.0%
Value ($000) $7,604 Shares 278,724 Est. Cost $27.28 Unrealized
LAMR LAMAR ADVERTISING CO -A 0.0%
Value ($000) $7,511 Shares 117,981 Est. Cost $53.64 Unrealized
WSFS WSFS FINANCIAL CORP 0.0%
Value ($000) $5,742 Shares 119,881 Est. Cost $23.73 Unrealized +108.4%
ARC DOCUMENT SOLUTIONS INC 0.0%
Value ($000) $4,469 Shares 2,031,488 Est. Cost $4.43 Unrealized
IBN ICICI BANK LTD - SPON ADR 0.0%
Value ($000) $3,948 Shares 446,105 Est. Cost $8.85 Unrealized
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $3,433 Shares 80,968 Est. Cost $41.13 Unrealized
NWS NEWS CORP - CLASS B 0.0%
Value ($000) $3,085 Shares 191,591 Est. Cost $14.59 Unrealized +5.3%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $1,184 Shares 48,407 Est. Cost $8.83 Unrealized +173.0%
LUKOY LUKOIL PJSC - SPON ADR 0.0%
Value ($000) $1,132 Shares 16,350 Est. Cost $56.15 Unrealized
CHINA MOBILE LTD-SPON ADR 0.0%
Value ($000) $938 Shares 20,500 Est. Cost $50.54 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $738 Shares 16,519 Est. Cost $33.63 Unrealized -4.4%
PCG PG&E CORP 0.0%
Value ($000) $696 Shares 15,836 Est. Cost $53.81 Unrealized -22.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $691 Shares 332 Est. Cost $1933.58 Unrealized 0.0%
BRO BROWN & BROWN INC 0.0%
Value ($000) $689 Shares 27,100 Est. Cost $23.39 Unrealized +5.1%
INGR INGREDION INC 0.0%
Value ($000) $681 Shares 5,286 Est. Cost $126.82 Unrealized +5.5%
CB CHUBB LTD 0.0%
Value ($000) $580 Shares 4,239 Est. Cost $108.54 Unrealized +16.3%
DOX AMDOCS LTD 0.0%
Value ($000) $576 Shares 8,635 Est. Cost $51.89 Unrealized +10.5%
ALLEGHANY CORP 0.0%
Value ($000) $507 Shares 825 Est. Cost $608.50 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $498 Shares 4,567 Est. Cost $109.16 Unrealized -0.3%
BIIB BIOGEN INC 0.0%
Value ($000) $478 Shares 1,747 Est. Cost $315.95 Unrealized -1.8%
WRB WR BERKLEY CORP 0.0%
Value ($000) $446 Shares 6,139 Est. Cost $17.46 Unrealized 0.0%
CELGENE CORP 0.0%
Value ($000) $430 Shares 4,825 Est. Cost $96.52 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $424 Shares 4,920 Est. Cost $64.78 Unrealized +14.1%
CRI CARTERS INC 0.0%
Value ($000) $403 Shares 3,872 Est. Cost $92.13 Unrealized 0.0%
PREMIER INC CLASS A 0.0%
Value ($000) $392 Shares 12,524 Est. Cost $30.66 Unrealized
ORI OLD REPUBLIC INTL CORP 0.0%
Value ($000) $376 Shares 17,511 Est. Cost $10.53 Unrealized +7.3%
OHI OMEGA HEALTHCARE INVESTORS 0.0%
Value ($000) $361 Shares 13,336 Est. Cost $30.34 Unrealized
GENERAL CABLE CORP DEL NE 0.0%
Value ($000) $346 Shares 11,704 Est. Cost $15.10 Unrealized
NEU NEWMARKET CORP 0.0%
Value ($000) $292 Shares 727 Est. Cost $347.26 Unrealized 0.0%
AZO AUTOZONE INC. 0.0%
Value ($000) $283 Shares 437 Est. Cost $715.82 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $251 Shares 3,094 Est. Cost $80.43 Unrealized 0.0%