PZENA INVESTMENT MANAGEMENT LLC Q1 2019 Filing

Filed May 3, 2019

Portfolio Value

$18.4B

Holdings

171

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (171 positions)

StockValue
GEGENERAL ELECTRIC CO
$603.9M
MYLAN NV
$595.9M
CTSHCOGNIZANT TECH SOLUTIONS - A
$553.2M
AIGAMERICAN INTERNATIONAL GROUP
$529.8M
HPEHEWLETT PACKARD ENTERPRISE COMPANY
$520.1M
TRVCCITIGROUP INC
$488.4M
EIXEDISON INTERNATIONAL
$465.4M
ORCLORACLE CORP
$462.4M
COFCAPITAL ONE FINL CORP
$461.8M
NOVEURNATIONAL OILWELL VARCO INC
$442.5M
MCKMCKESSON CORPORATION
$431.2M
OMCOMNICOM GROUP
$409.8M
BACBANK OF AMERICA CORP
$409.5M
VOYAVOYA FINANCIAL INC.
$405.7M
NWLNEWELL BRANDS INC.
$380.7M
DWDMORGAN STANLEY
$379.2M
HALHALLIBURTON CO
$364.1M
WFCWELLS FARGO CO
$363.5M
LEALEAR CORP
$354.3M
IPGINTERPUBLIC GROUP OF COS INC
$346.1M
FFORD MOTOR COMPANY
$342.6M
SWKSTANLEY BLACK & DECKER INC
$330.0M
AVTAVNET INC
$326.3M
AXA EQUITABLE HOLDINGS INC
$320.2M
METMETLIFE INC
$316.6M
AXSAXIS CAPITAL HOLDINGS LTD
$302.6M
JPMJP MORGAN CHASE & CO
$293.4M
BENFRANKLIN RESOURCES INC.
$286.4M
NWSANEWS CORP - CLASS A
$274.1M
XOMEXXON MOBIL CORP
$238.6M
PVHPVH CORP
$237.3M
RDS/AROYAL DUTCH SHELL PLC ADR
$226.8M
GSGOLDMAN SACHS GROUP INC
$217.0M
KKRKKR & CO INC
$204.7M
CVECENOVUS ENERGY INC.
$181.4M
AMGNAMGEN INC
$180.5M
MHKMOHAWK INDUSTRIES INC
$172.2M
WMTWALMART INC
$161.6M
MRKMERCK & CO INC
$158.9M
BKRBAKER HUGHES A GE CO
$153.6M
CAHCARDINAL HEALTH INC
$145.6M
JELDJELD-WEN HOLDING INC
$135.6M
PFEPFIZER INC
$135.6M
RRYDER SYSTEM INC.
$134.6M
GILGILDAN ACTIVEWEAR INC
$133.7M
BIDUNBAIDU INC - SPON ADR
$118.2M
WTWWILLIS TOWERS WATSON PLC
$117.3M
FTITECHNIPFMC PLC
$117.1M
KEYKEY CORP
$110.0M
AGREURAVANGRID INC
$106.9M
ANIXTER INTERNATIONAL INC
$105.0M
ACTUANT CORP- A
$104.9M
FITBFIFTH THIRD BANCORP
$104.1M
TEXTEREX CORP
$103.5M
CUCAAVIS BUDGET GROUP INC
$99.9M
DOVDOVER CORP
$99.4M
UBSUBS GROUP AG
$96.7M
FLEXFLEX LTD
$94.5M
K6BKBR INC
$93.8M
ACMAECOM
$79.5M
CICIGNA CORP
$74.3M
JNPJUNIPER NETWORKS INC
$69.0M
RFREGIONS FINL CORP
$68.0M
WABWABTEC CORP
$67.8M
MDMEDNAX INC
$62.2M
CSLCARLISLE COS INC
$59.2M
WBSWEBSTER FINANCIAL CORP.
$57.2M
KELKELLOGG COMPANY
$57.0M
PHPARKER HANNIFIN CORPORATION
$56.4M
TAT&T INC
$54.1M
TRSTRIMAS CORP
$54.0M
IVZINVESCO LTD
$51.1M
DOOREURMASONITE INTERNATIONAL CORP
$49.4M
MURMURPHY OIL CORP
$45.9M
GGENPACT LTD
$45.6M
ASBASSOCIATED BANC CORP
$45.0M
ROCKGIBRALTAR INDUSTRIES INC
$43.2M
1RGREV GROUP INC
$43.0M
SNASNAP-ON INC
$41.9M
JBLJABIL CIRCUIT INC
$40.0M
COSCNO FINANCIAL GROUP INC
$38.9M
SCSCSCANSOURCE INC
$38.9M
CVSCVS HEALTH CORPORATION
$38.8M
C&J ENERGY SERVICES INC
$38.7M
HOPEHOPE BANCORP INC
$37.7M
MSFTMICROSOFT CORP
$37.6M
ETRENTERGY CORP
$36.3M
VREXVAREX IMAGING CORP
$35.9M
L3 TECHNOLOGIES, INC.
$35.2M
HOUSREALOGY HOLDINGS CORP
$34.8M
IBNICICI BANK LTD - SPON ADR
$33.7M
CLSEURCELESTICA INC.
$33.6M
SPBSPECTRUM BRANDS HOLDINGS INC
$33.4M
ARGO GROUP INTERNATIONAL
$33.2M
AELUSDAMERICAN EQUITY INVT LIFE
$31.9M
SYU1SYNOVUS FINANCIAL CORP
$31.3M
CSCOCISCO SYSTEMS INC
$31.3M
FMBIUSDFIRST MIDWEST BANCORP INC
$30.6M
TRIPLE-S MANAGEMENT CORP-B
$30.5M
UVVUNIVERSAL CORP
$27.3M
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