PZENA INVESTMENT MANAGEMENT LLC Q1 2021 Filing

Filed May 7, 2021

Portfolio Value

$24.6B

Holdings

170

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (170 positions)

StockValue
VREXVAREX IMAGING CORPORATION
$34.0M
HIGHARTFORD FINANCIAL SERVICES GROUP INC.
$33.9M
IPGINTERPUBLIC GROUP OF COMPANIES INC.
$32.1M
CSCOCISCO SYSTEMS INC.
$29.6M
K6BKBR INC.
$29.0M
CUCAAVIS BUDGET GROUP INC.
$28.0M
ACMAECOM
$26.9M
ARWARROW ELECTRONICS INC.
$25.9M
MSMMSC INDUSTRIAL DIRECT CO. INC. CLASS A
$23.6M
GLGLOBE LIFE INC.
$23.4M
SHGSHINHAN FINANCIAL GROUP CO. LTD. SPON ADR
$23.0M
GGENPACT LIMITED
$21.7M
PAHCPHIBRO ANIMAL HEALTH CORPORATION CLASS A
$21.3M
ETRENTERGY CORPORATION
$19.0M
37MMRC GLOBAL INC.
$17.3M
BACVERIZON COMMUNICATIONS INC.
$14.0M
SNASNAP-ON INCORPORATED
$13.0M
THGHANOVER INSURANCE GROUP INC.
$12.7M
LUKOYOIL COMPANY LUKOIL PJSC SPON ADR
$6.8M
PLANTRONICS INC.
$6.5M
SSUSAMSUNG ELECTRONICS CO. LTD. SPON GDR
$6.2M
HON HAI PRECISION INDUSTRY CO. LTD. SPON GDR 144A
$5.9M
ABEVAMBEV SA SPON ADR
$5.8M
GXYYYGALAXY ENTERTAINMENT GROUP LIMITED UNSPON ADR
$4.2M
PCFBYPACIFIC BASIN SHIPPING LIMITED UNSPON ADR
$3.6M
LNVGYLENOVO GROUP LIMITED SPON ADR
$3.4M
CIGCOMPANHIA ENERGETICA DE MINAS GERAIS SA SPON ADR
$3.4M
WLMIYWILMAR INTERNATIONAL LIMITED UNSPON ADR
$3.2M
SCBFYSTANDARD CHARTERED PLC UNSPON ADR
$3.1M
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR
$3.1M
CHINA RESOURCES POWER HOLDINGS CO. LTD. UNSPON ADR
$3.1M
KBIAKB FINANCIAL GROUP INC. SPON ADR
$2.6M
CICHYCHINA CONSTRUCTION BANK CORPORATION UNSPON ADR
$2.6M
CEZ AS UNSPON ADR
$2.6M
HYUNDAI MOTOR COMPANY SPON GDR 144A
$2.6M
COWNEURCOWEN INC CLASS A
$2.4M
SSLSASOL LIMITED SPON ADR
$2.2M
DONGFENG MOTOR GROUP CO. LTD. UNSPON ADR CLASS H
$1.3M
OTP BANK NYRT SPON ADR 144A
$1.2M
ITUBITAU UNIBANCO HOLDING S.A. SPON ADR PFD
$1.2M
REUNERT LIMITED UNSPON ADR
$1.1M
SJMJ.M. SMUCKER COMPANY
$725K
KRKROGER CO.
$722K
TMUST-MOBILE US INC.
$694K
ABBVABBVIE INC.
$687K
GRAND BAOXIN AUTO GROUP LIMITED UNSPON ADR
$682K
ABGAMERISOURCEBERGEN CORPORATION
$675K
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD.
$667K
GILDGILEAD SCIENCES INC.
$666K
MRKMERCK & CO. INC.
$659K
ALXNALEXION PHARMACEUTICALS INC.
$646K
DLTRDOLLAR TREE INC.
$610K
REGNREGENERON PHARMACEUTICALS INC.
$594K
METAFACEBOOK INC. CLASS A
$574K
UNHUNITEDHEALTH GROUP INCORPORATED
$571K
CHRWC.H. ROBINSON WORLDWIDE INC.
$562K
JXC1J2 GLOBAL INC.
$543K
WBAWALGREENS BOOTS ALLIANCE INC
$543K
SOLARWINDS CORP.
$539K
MRNAMODERNA INC.
$494K
MMSMAXIMUS INC.
$492K
DISCAUSDDISCOVERY INC. CLASS A
$455K
PKNPERKINELMER INC.
$446K
INTCINTEL CORPORATION
$427K
ITRNITURAN LOCATION AND CONTROL LTD.
$376K
CHINA DONGXIANG (GROUP) CO. LTD. UNSPON ADR
$364K
INGRINGREDION INCORPORATED
$347K
TSNTYSON FOODS INC. CLASS A
$320K
HHPDHON HAI PRECISION INDUSTRY CO. LTD. SPON GDR REGS
$232K
SIRIEURSIRIUS XM HOLDINGS INC.
$66K
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