PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 3, 2018

Total Value ($000): $19,892,059 (100.0% shares, 0.0% debt)

Holdings (161)

MYLAN NV 3.8%
Value ($000) $763,102 Shares 21,115,152 Est. Cost $35.47 Unrealized
OMC OMNICOM GROUP 2.8%
Value ($000) $556,853 Shares 7,301,076 Est. Cost $48.42 Unrealized +15.8%
C CITIGROUP INC 2.7%
Value ($000) $530,071 Shares 7,920,962 Est. Cost $35.64 Unrealized +48.8%
ORCL ORACLE CORP 2.5%
Value ($000) $503,296 Shares 11,422,967 Est. Cost $30.12 Unrealized +36.7%
CTSH COGNIZANT TECH SOLUTIONS - A 2.5%
Value ($000) $501,124 Shares 6,344,149 Est. Cost $49.96 Unrealized +41.0%
COF CAPITAL ONE FINL CORP 2.5%
Value ($000) $499,711 Shares 5,437,557 Est. Cost $65.76 Unrealized +26.2%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 2.5%
Value ($000) $496,796 Shares 34,003,860 Est. Cost $9.07 Unrealized +43.5%
EIX EDISON INTERNATIONAL 2.5%
Value ($000) $495,809 Shares 7,836,404 Est. Cost $43.45 Unrealized +3.1%
VOYA VOYA FINANCIAL INC. 2.4%
Value ($000) $476,732 Shares 10,143,242 Est. Cost $29.02 Unrealized +60.2%
F FORD MOTOR COMPANY 2.4%
Value ($000) $472,208 Shares 42,656,575 Est. Cost $7.72 Unrealized +0.3%
AIG AMERICAN INTERNATIONAL GROUP 2.3%
Value ($000) $465,419 Shares 8,778,185 Est. Cost $37.07 Unrealized +19.5%
BAC BANK OF AMERICA CORP 2.3%
Value ($000) $462,411 Shares 16,403,367 Est. Cost $10.54 Unrealized +135.8%
WFC WELLS FARGO CO 2.2%
Value ($000) $440,851 Shares 7,951,849 Est. Cost $41.50 Unrealized +4.4%
NWL NEWELL BRANDS INC. 2.1%
Value ($000) $427,655 Shares 16,582,214 Est. Cost $18.22 Unrealized 0.0%
DOV DOVER CORP 2.1%
Value ($000) $420,382 Shares 5,742,918 Est. Cost $44.65 Unrealized +52.3%
ROYAL DUTCH SHELL PLC ADR 2.1%
Value ($000) $415,835 Shares 6,006,566 Est. Cost $59.41 Unrealized
MS MORGAN STANLEY 2.0%
Value ($000) $390,920 Shares 8,247,266 Est. Cost $18.07 Unrealized +129.3%
INTERPUBLIC GROUP OF COS INC 2.0%
Value ($000) $389,829 Shares 16,630,916 Est. Cost $12.16 Unrealized +42.5%
AVT AVNET INC 1.9%
Value ($000) $387,516 Shares 9,035,108 Est. Cost $30.79 Unrealized +9.2%
MCK MCKESSON CORPORATION 1.9%
Value ($000) $378,417 Shares 2,836,710 Est. Cost $138.08 Unrealized -0.2%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $373,328 Shares 4,512,607 Est. Cost $54.15 Unrealized +3.7%
AXS AXIS CAPITAL HOLDINGS LTD 1.8%
Value ($000) $365,420 Shares 6,569,931 Est. Cost $35.01 Unrealized +31.4%
MET METLIFE INC 1.8%
Value ($000) $362,525 Shares 8,314,788 Est. Cost $28.66 Unrealized +25.3%
JPM JP MORGAN CHASE & CO 1.8%
Value ($000) $352,267 Shares 3,380,686 Est. Cost $36.69 Unrealized +142.6%
NWSA NEWS CORP - CLASS A 1.7%
Value ($000) $345,215 Shares 22,271,937 Est. Cost $14.85 Unrealized -2.2%
BEN FRANKLIN RESOURCES INC. 1.7%
Value ($000) $337,545 Shares 10,531,839 Est. Cost $27.66 Unrealized -14.9%
MRK MERCK & CO INC 1.5%
Value ($000) $297,693 Shares 4,904,336 Est. Cost $42.23 Unrealized +5.4%
WMT WALMART INC 1.5%
Value ($000) $293,028 Shares 3,421,223 Est. Cost $20.35 Unrealized +24.1%
AMGN AMGEN INC 1.5%
Value ($000) $291,301 Shares 1,578,099 Est. Cost $143.78 Unrealized -2.5%
MUR MURPHY OIL CORP 1.3%
Value ($000) $264,769 Shares 7,840,371 Est. Cost $24.07 Unrealized -2.8%
GS GOLDMAN SACHS GROUP INC 1.3%
Value ($000) $264,375 Shares 1,198,597 Est. Cost $121.71 Unrealized +64.9%
AXA EQUITABLE HOLDINGS INC 1.2%
Value ($000) $242,178 Shares 11,750,490 Est. Cost $20.61 Unrealized
EXPRESS SCRIPTS HOLDING CO 1.2%
Value ($000) $239,625 Shares 3,103,548 Est. Cost $64.02 Unrealized
BP BP PLC - SPONS ADR 1.2%
Value ($000) $238,876 Shares 5,231,617 Est. Cost $41.64 Unrealized
GENERAL ELECTRIC CO 1.2%
Value ($000) $232,025 Shares 17,048,137 Est. Cost $13.58 Unrealized
CVE CENOVUS ENERGY INC. 1.1%
Value ($000) $219,792 Shares 21,174,613 Est. Cost $10.13 Unrealized -13.7%
WTW WILLIS TOWERS WATSON PLC 1.0%
Value ($000) $194,399 Shares 1,282,314 Est. Cost $104.27 Unrealized +31.3%
JELD JELD-WEN HOLDING INC 1.0%
Value ($000) $194,191 Shares 6,792,253 Est. Cost $32.14 Unrealized -9.8%
NATIONAL OILWELL VARCO INC 1.0%
Value ($000) $191,593 Shares 4,414,593 Est. Cost $43.40 Unrealized
HAL HALLIBURTON CO 0.9%
Value ($000) $171,550 Shares 3,807,157 Est. Cost $34.18 Unrealized +24.7%
UBS UBS GROUP AG 0.8%
Value ($000) $165,328 Shares 10,777,590 Est. Cost $17.20 Unrealized -5.5%
PFE PFIZER INC 0.8%
Value ($000) $161,688 Shares 4,456,667 Est. Cost $20.40 Unrealized +19.1%
R RYDER SYSTEM INC. 0.8%
Value ($000) $149,916 Shares 2,086,223 Est. Cost $77.54 Unrealized -9.6%
CAH CARDINAL HEALTH INC 0.7%
Value ($000) $143,176 Shares 2,932,134 Est. Cost $56.25 Unrealized -19.8%
TEX TEREX CORP 0.7%
Value ($000) $137,971 Shares 3,270,221 Est. Cost $30.81 Unrealized +28.8%
KEY KEY CORP 0.7%
Value ($000) $137,844 Shares 7,054,444 Est. Cost $7.37 Unrealized +89.8%
ACTUANT CORP- A 0.6%
Value ($000) $125,913 Shares 4,290,049 Est. Cost $26.67 Unrealized
ANIXTER INTERNATIONAL INC 0.6%
Value ($000) $123,918 Shares 1,957,635 Est. Cost $63.49 Unrealized
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $118,764 Shares 2,760,019 Est. Cost $18.00 Unrealized +93.0%
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $116,973 Shares 4,075,715 Est. Cost $14.89 Unrealized +58.7%
MD MEDNAX INC 0.5%
Value ($000) $99,535 Shares 2,299,800 Est. Cost $51.50 Unrealized -7.0%
STT STATE STREET CORP 0.5%
Value ($000) $96,220 Shares 1,033,619 Est. Cost $46.51 Unrealized +67.4%
AVANGRID INC 0.5%
Value ($000) $93,620 Shares 1,768,747 Est. Cost $42.95 Unrealized
BIDU BAIDU INC - SPON ADR 0.5%
Value ($000) $93,307 Shares 383,981 Est. Cost $174.45 Unrealized
RF REGIONS FINL CORP 0.4%
Value ($000) $86,622 Shares 4,871,896 Est. Cost $6.44 Unrealized +114.3%
WBS WEBSTER FINANCIAL CORP. 0.4%
Value ($000) $80,878 Shares 1,269,670 Est. Cost $29.02 Unrealized +114.5%
G GENPACT LTD 0.4%
Value ($000) $79,752 Shares 2,756,705 Est. Cost $21.89 Unrealized +29.3%
CSL CARLISLE COS INC 0.4%
Value ($000) $78,331 Shares 723,214 Est. Cost $99.37 Unrealized -3.0%
ACM AECOM 0.4%
Value ($000) $77,629 Shares 2,350,270 Est. Cost $29.20 Unrealized +13.0%
MICRO FOCUS INTL-SPN ADR 0.4%
Value ($000) $73,351 Shares 4,247,315 Est. Cost $31.90 Unrealized
MASONITE INTERNATIONAL CORP 0.4%
Value ($000) $71,997 Shares 1,002,048 Est. Cost $61.65 Unrealized
THG HANOVER INSURANCE GROUP 0.4%
Value ($000) $70,067 Shares 586,038 Est. Cost $74.10 Unrealized +26.9%
REALOGY HOLDINGS CORP 0.4%
Value ($000) $69,707 Shares 3,057,328 Est. Cost $23.21 Unrealized
IVZ INVESCO LTD 0.3%
Value ($000) $69,589 Shares 2,620,054 Est. Cost $19.33 Unrealized +3.0%
KELLOGG COMPANY 0.3%
Value ($000) $69,433 Shares 993,749 Est. Cost $41.57 Unrealized +8.2%
TRS TRIMAS CORP 0.3%
Value ($000) $67,285 Shares 2,288,592 Est. Cost $20.81 Unrealized +36.4%
KBR KBR INC 0.3%
Value ($000) $66,399 Shares 3,705,325 Est. Cost $15.23 Unrealized +3.6%
FLEX FLEX LTD 0.3%
Value ($000) $65,638 Shares 4,651,885 Est. Cost $7.65 Unrealized +46.6%
ESSENDANT INC 0.3%
Value ($000) $65,310 Shares 4,940,224 Est. Cost $20.09 Unrealized
TELEFONICA BRASIL - ADR 0.3%
Value ($000) $65,271 Shares 5,498,838 Est. Cost $13.13 Unrealized
FTI TECHNIPFMC PLC 0.3%
Value ($000) $64,870 Shares 2,043,789 Est. Cost $21.30 Unrealized +3.8%
CAR AVIS BUDGET GROUP INC 0.3%
Value ($000) $63,930 Shares 1,967,077 Est. Cost $35.52 Unrealized +16.5%
CIGNA CORP 0.3%
Value ($000) $62,687 Shares 368,856 Est. Cost $141.88 Unrealized
ASB ASSOCIATED BANC CORP 0.3%
Value ($000) $61,142 Shares 2,239,624 Est. Cost $12.28 Unrealized +63.1%
ASPEN INSURANCE HOLDINGS LTD 0.3%
Value ($000) $60,288 Shares 1,481,269 Est. Cost $43.99 Unrealized
ROCK GIBRALTAR INDUSTRIES INC 0.3%
Value ($000) $58,871 Shares 1,569,893 Est. Cost $32.48 Unrealized +14.4%
ALL ALLSTATE CORP 0.3%
Value ($000) $57,502 Shares 630,026 Est. Cost $50.60 Unrealized +57.3%
HOPE HOPE BANCORP INC 0.3%
Value ($000) $53,822 Shares 3,018,616 Est. Cost $16.69 Unrealized +8.3%
TRIPLE-S MANAGEMENT CORP-B 0.3%
Value ($000) $52,585 Shares 1,346,254 Est. Cost $23.06 Unrealized
AMERICAN EQUITY INVT LIFE 0.3%
Value ($000) $51,873 Shares 1,440,920 Est. Cost $14.81 Unrealized
PH PARKER HANNIFIN CORPORATION 0.3%
Value ($000) $51,551 Shares 330,770 Est. Cost $84.86 Unrealized +79.0%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $50,885 Shares 383,145 Est. Cost $71.67 Unrealized +61.8%
SCSC SCANSOURCE INC 0.2%
Value ($000) $49,343 Shares 1,224,386 Est. Cost $37.47 Unrealized +0.6%
SNA SNAP-ON INC 0.2%
Value ($000) $48,932 Shares 304,454 Est. Cost $134.24 Unrealized -7.4%
VERIFONE SYSTEMS INC 0.2%
Value ($000) $48,270 Shares 2,115,261 Est. Cost $18.60 Unrealized
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $46,511 Shares 722,786 Est. Cost $70.45 Unrealized -26.6%
STEELCASE INC - CL A 0.2%
Value ($000) $45,815 Shares 3,393,731 Est. Cost $13.82 Unrealized
HPQ HP INC 0.2%
Value ($000) $43,598 Shares 1,921,477 Est. Cost $9.07 Unrealized +90.1%
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $43,066 Shares 880,153 Est. Cost $22.97 Unrealized +87.3%
UVV UNIVERSAL CORP 0.2%
Value ($000) $42,582 Shares 644,690 Est. Cost $54.40 Unrealized +1.8%
DIEBOLD NIXDORF INC 0.2%
Value ($000) $40,881 Shares 3,420,967 Est. Cost $18.99 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $39,943 Shares 711,742 Est. Cost $44.16 Unrealized +4.0%
NAVIGANT CONSULTING INC 0.2%
Value ($000) $37,791 Shares 1,706,924 Est. Cost $22.14 Unrealized
TCF FINANCIAL CORP 0.2%
Value ($000) $34,423 Shares 1,398,166 Est. Cost $14.56 Unrealized
ARGO GROUP INTERNATIONAL 0.2%
Value ($000) $34,230 Shares 588,657 Est. Cost $47.28 Unrealized
CELESTICA INC. 0.2%
Value ($000) $33,321 Shares 2,807,149 Est. Cost $11.87 Unrealized
L3 TECHNOLOGIES, INC. 0.2%
Value ($000) $32,869 Shares 170,909 Est. Cost $165.74 Unrealized
SYNOVUS FINANCIAL CORP 0.2%
Value ($000) $32,392 Shares 613,128 Est. Cost $25.49 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $32,272 Shares 327,267 Est. Cost $29.16 Unrealized +207.8%
FIRST MIDWEST BANCORP INC 0.2%
Value ($000) $31,732 Shares 1,245,852 Est. Cost $16.78 Unrealized
ETR ENTERGY CORP 0.2%
Value ($000) $30,775 Shares 380,920 Est. Cost $20.83 Unrealized +43.4%
FOOT LOCKER INC 0.2%
Value ($000) $30,558 Shares 580,404 Est. Cost $52.65 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $28,884 Shares 414,882 Est. Cost $30.86 Unrealized +67.8%
T AT&T INC 0.1%
Value ($000) $27,226 Shares 847,883 Est. Cost $12.27 Unrealized +18.4%
EVTC EVERTEC INC 0.1%
Value ($000) $25,854 Shares 1,183,250 Est. Cost $15.07 Unrealized +29.5%
KSS KOHLS CORP 0.1%
Value ($000) $25,229 Shares 346,078 Est. Cost $51.96 Unrealized +28.3%
XL GROUP LTD 0.1%
Value ($000) $23,462 Shares 419,343 Est. Cost $33.89 Unrealized
CUBIC CORP 0.1%
Value ($000) $23,187 Shares 361,173 Est. Cost $46.55 Unrealized
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $22,926 Shares 304,547 Est. Cost $56.63 Unrealized +34.4%
GTLS CHART INDUSTRIES INC 0.1%
Value ($000) $22,918 Shares 371,555 Est. Cost $25.03 Unrealized +151.0%
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.1%
Value ($000) $22,795 Shares 623,501 Est. Cost $23.06 Unrealized
TORCHMARK CORP 0.1%
Value ($000) $22,757 Shares 279,538 Est. Cost $56.51 Unrealized
SUPERIOR ENERGY SERVICES INC 0.1%
Value ($000) $22,293 Shares 2,288,814 Est. Cost $22.60 Unrealized
LEGG MASON INC 0.1%
Value ($000) $22,219 Shares 639,775 Est. Cost $35.28 Unrealized
CMA COMERICA INC 0.1%
Value ($000) $21,847 Shares 240,292 Est. Cost $26.39 Unrealized +155.4%
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $21,690 Shares 424,208 Est. Cost $29.45 Unrealized +50.0%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $20,979 Shares 91,025 Est. Cost $128.98 Unrealized +55.5%
IBN ICICI BANK LTD - SPON ADR 0.1%
Value ($000) $19,987 Shares 2,488,980 Est. Cost $8.18 Unrealized
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $19,715 Shares 712,758 Est. Cost $17.65 Unrealized +52.0%
WESCO AIRCRAFT HOLDINGS INC 0.1%
Value ($000) $16,938 Shares 1,505,601 Est. Cost $13.21 Unrealized
HOSPITALITY PROPERTIES TRUST 0.1%
Value ($000) $16,901 Shares 590,723 Est. Cost $26.87 Unrealized
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $16,167 Shares 996,725 Est. Cost $25.24 Unrealized
KKR & CO LP 0.1%
Value ($000) $15,930 Shares 641,030 Est. Cost $15.86 Unrealized
BKR BAKER HUGHES A GE CO 0.1%
Value ($000) $14,480 Shares 438,379 Est. Cost $28.10 Unrealized -2.8%
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $13,169 Shares 1,072,425 Est. Cost $9.95 Unrealized
APOLLO GLOBAL MANAGEMENT-A 0.1%
Value ($000) $11,028 Shares 346,032 Est. Cost $18.49 Unrealized
PKX POSCO - ADR 0.0%
Value ($000) $7,905 Shares 106,653 Est. Cost $60.50 Unrealized
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $7,496 Shares 187,061 Est. Cost $59.99 Unrealized -19.8%
WSFS WSFS FINANCIAL CORP 0.0%
Value ($000) $6,368 Shares 119,479 Est. Cost $23.73 Unrealized +118.6%
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value ($000) $6,012 Shares 88,787 Est. Cost $67.71 Unrealized
EWT ISHARES MSCI TAIWAN CAPPED ETF 0.0%
Value ($000) $4,528 Shares 125,790 Est. Cost $36.00 Unrealized
ARC DOCUMENT SOLUTIONS INC 0.0%
Value ($000) $3,592 Shares 2,029,126 Est. Cost $4.43 Unrealized
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $3,199 Shares 83,124 Est. Cost $41.06 Unrealized
NWS NEWS CORP - CLASS B 0.0%
Value ($000) $2,652 Shares 167,328 Est. Cost $14.59 Unrealized +1.6%
CFG CITIZENS FINANCIAL GROUP 0.0%
Value ($000) $1,011 Shares 25,992 Est. Cost $15.71 Unrealized +91.8%
CHINA MOBILE LTD-SPON ADR 0.0%
Value ($000) $910 Shares 20,500 Est. Cost $50.54 Unrealized
HCP INC 0.0%
Value ($000) $764 Shares 29,591 Est. Cost $25.82 Unrealized
LAMR LAMAR ADVERTISING CO -A 0.0%
Value ($000) $687 Shares 10,061 Est. Cost $53.64 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $673 Shares 332 Est. Cost $1933.58 Unrealized +7.2%
WRB WR BERKLEY CORP 0.0%
Value ($000) $672 Shares 9,284 Est. Cost $17.87 Unrealized +4.5%
META FACEBOOK INC - A 0.0%
Value ($000) $622 Shares 3,201 Est. Cost $179.45 Unrealized 0.0%
INGR INGREDION INC 0.0%
Value ($000) $622 Shares 5,615 Est. Cost $126.28 Unrealized -6.9%
SSNC SS&C TECHNOLOGIES HOLDINGS 0.0%
Value ($000) $596 Shares 11,485 Est. Cost $50.62 Unrealized 0.0%
LUKOY LUKOIL PJSC - SPON ADR 0.0%
Value ($000) $587 Shares 8,519 Est. Cost $56.15 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $566 Shares 8,557 Est. Cost $51.89 Unrealized +11.0%
PCG PG&E CORP 0.0%
Value ($000) $532 Shares 12,507 Est. Cost $53.81 Unrealized -20.4%
PREMIER INC CLASS A 0.0%
Value ($000) $529 Shares 14,537 Est. Cost $31.46 Unrealized
OHI OMEGA HEALTHCARE INVESTORS 0.0%
Value ($000) $524 Shares 16,911 Est. Cost $30.48 Unrealized
PRA HEALTH SCIENCES INC 0.0%
Value ($000) $521 Shares 5,583 Est. Cost $93.32 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $520 Shares 1,790 Est. Cost $315.11 Unrealized -10.8%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $509 Shares 4,567 Est. Cost $109.16 Unrealized -6.3%
SO SOUTHERN CO 0.0%
Value ($000) $502 Shares 10,846 Est. Cost $33.63 Unrealized -2.3%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $491 Shares 2,958 Est. Cost $168.30 Unrealized 0.0%
ALLEGHANY CORP 0.0%
Value ($000) $474 Shares 825 Est. Cost $608.50 Unrealized
CRI CARTERS INC 0.0%
Value ($000) $420 Shares 3,872 Est. Cost $92.13 Unrealized -7.1%
CELGENE CORP 0.0%
Value ($000) $359 Shares 4,518 Est. Cost $96.52 Unrealized
NEU NEWMARKET CORP 0.0%
Value ($000) $321 Shares 794 Est. Cost $346.21 Unrealized -3.3%
AZO AUTOZONE INC. 0.0%
Value ($000) $299 Shares 445 Est. Cost $714.55 Unrealized -9.7%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $292 Shares 2,979 Est. Cost $80.43 Unrealized +8.4%
CRL CHARLES RIVER LABORATORIES 0.0%
Value ($000) $250 Shares 2,225 Est. Cost $108.11 Unrealized 0.0%
SPIRIT REALTY CAPITAL INC 0.0%
Value ($000) $99 Shares 12,328 Est. Cost $8.03 Unrealized