PZENA INVESTMENT MANAGEMENT LLC Q2 2017 Filing

Filed August 4, 2017

Portfolio Value

$18.3B

Holdings

152

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (152 positions)

StockValue
TRVCCITIGROUP INC
$559.5M
ORCLORACLE CORP
$504.7M
BACBANK OF AMERICA CORP
$497.1M
OMCOMNICOM GROUP
$495.7M
MYLAN NV
$479.0M
VOYAVOYA FINANCIAL INC.
$473.1M
CTSHCOGNIZANT TECH SOLUTIONS - A
$465.5M
BENFRANKLIN RESOURCES INC.
$463.5M
DOVDOVER CORP
$449.2M
XOMEXXON MOBIL CORP
$421.2M
DWDMORGAN STANLEY
$405.7M
AIGAMERICAN INTERNATIONAL GROUP
$403.9M
RDS/AROYAL DUTCH SHELL PLC ADR
$401.3M
WMTWAL-MART STORES
$388.6M
JPMJP MORGAN CHASE & CO
$379.7M
HPEHEWLETT PACKARD ENTERPRISE COMPANY
$367.1M
MCKMCKESSON CORPORATION
$345.2M
COFCAPITAL ONE FINL CORP
$333.9M
NWSANEWS CORP - CLASS A
$317.7M
GSGOLDMAN SACHS GROUP INC
$313.8M
METMETLIFE INC
$301.2M
CICIGNA CORP
$298.5M
STAPLES INC
$298.4M
AXSAXIS CAPITAL HOLDINGS LTD
$296.3M
AVTAVNET INC
$294.8M
RFREGIONS FINL CORP
$291.6M
INTCINTEL CORPORATION
$286.5M
FFORD MOTOR COMPANY
$266.5M
HLTHILTON WORLDWIDE HOLDINGS INC
$256.9M
STTSTATE STREET CORP
$252.5M
MURMURPHY OIL CORP
$243.8M
XL GROUP LTD
$227.7M
IPGINTERPUBLIC GROUP OF COS INC
$219.9M
BPBP PLC - SPONS ADR
$214.5M
PHPARKER HANNIFIN CORPORATION
$205.1M
TEXTEREX CORP
$194.3M
WTWWILLIS TOWERS WATSON PLC
$193.3M
UBSUBS GROUP AG
$188.8M
EXPRESS SCRIPTS HOLDING CO
$181.2M
SWKSTANLEY BLACK & DECKER INC
$173.9M
CVECENOVUS ENERGY INC.
$162.7M
EIXEDISON INTERNATIONAL
$139.5M
KEYKEY CORP
$128.7M
ALSALLSTATE CORP
$128.3M
ONON SEMICONDUCTOR CORP
$125.2M
STXSEAGATE TECHNOLOGY
$121.9M
LAMRLAMAR ADVERTISING CO -A
$117.2M
ABTABBOTT LABORATORIES
$111.7M
COPCONOCOPHILLIPS
$110.0M
7HPHP INC
$106.8M
JELDJELD-WEN HOLDING INC
$102.7M
JNJJOHNSON & JOHNSON
$97.6M
MSFTMICROSOFT CORP
$92.8M
IVZINVESCO LTD
$88.4M
WFCWELLS FARGO CO
$83.3M
CAHCARDINAL HEALTH INC
$82.5M
FITBFIFTH THIRD BANCORP
$82.3M
ACTUANT CORP- A
$81.5M
WBSWEBSTER FINANCIAL CORP.
$79.0M
CSCOCISCO SYSTEMS INC
$78.5M
PFEPFIZER INC
$78.3M
BIDUNBAIDU INC - SPON ADR
$77.2M
AGREURAVANGRID INC
$76.0M
GGENPACT LTD
$74.3M
FLEXFLEX LTD
$74.2M
K6BKBR INC
$72.6M
ACMAECOM
$72.0M
KELKELLOGG COMPANY
$67.4M
4DHDANA INC
$67.4M
AELUSDAMERICAN EQUITY INVT LIFE
$64.0M
ASBASSOCIATED BANC CORP
$59.6M
DOOREURMASONITE INTERNATIONAL CORP
$59.4M
TELTE CONNECTIVITY LTD.
$57.4M
CMACOMERICA INC
$56.7M
CVSCVS HEALTH CORPORATION
$56.3M
TRSTRIMAS CORP
$56.1M
CFGCITIZENS FINANCIAL GROUP
$55.7M
ASPEN INSURANCE HOLDINGS LTD
$54.5M
MRKMERCK & CO INC
$52.9M
SYU1SYNOVUS FINANCIAL CORP
$52.1M
VIV1USDTELEFONICA BRASIL - ADR
$51.9M
ESSENDANT INC
$51.8M
SCSCSCANSOURCE INC
$51.4M
ACHOWENS & MINOR INC
$50.5M
GTLSCHART INDUSTRIES INC
$45.7M
GLWCORNING INC
$43.8M
VERIFONE SYSTEMS INC
$43.6M
HOPEHOPE BANCORP INC
$42.6M
CUBIC CORP
$42.3M
SUPERIOR ENERGY SERVICES INC
$41.7M
QCOMQUALCOMM INC
$41.1M
ANIXTER INTERNATIONAL INC
$36.6M
TMKTORCHMARK CORP
$36.5M
VALIDUS HOLDINGS LTD
$35.8M
TRIPLE-S MANAGEMENT CORP-B
$35.0M
ARGO GROUP INTERNATIONAL
$34.7M
FTITECHNIPFMC PLC
$34.6M
IEIINSIGHT ENTERPRISES INC
$33.3M
HALHALLIBURTON CO
$32.2M
BKRBAKER HUGHES INC
$31.6M
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