PZENA INVESTMENT MANAGEMENT LLC Q2 2018 Filing

Filed August 3, 2018

Portfolio Value

$19.9B

Holdings

161

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (161 positions)

StockValue
ETRENTERGY CORP
$30.8B
WOOFOOT LOCKER INC
$30.6B
COPCONOCOPHILLIPS
$28.9B
TAT&T INC
$27.2B
EVTCEVERTEC INC
$25.9B
KSSKOHLS CORP
$25.2B
XL GROUP LTD
$23.5B
CUBIC CORP
$23.2B
ARWARROW ELECTRONICS INC
$22.9B
GTLSCHART INDUSTRIES INC
$22.9B
TSMTAIWAN SEMICONDUCTOR - SP ADR
$22.8B
TMKTORCHMARK CORP
$22.8B
SUPERIOR ENERGY SERVICES INC
$22.3B
LMEURLEGG MASON INC
$22.2B
CMACOMERICA INC
$21.8B
HIGTHE HARTFORD FINANCIAL SERVICES GROUP INC
$21.7B
REEVEREST RE GROUP LTD
$21.0B
IBNICICI BANK LTD - SPON ADR
$20.0B
JBLJABIL CIRCUIT INC
$19.7B
WAIREURWESCO AIRCRAFT HOLDINGS INC
$16.9B
HPTUSDHOSPITALITY PROPERTIES TRUST
$16.9B
ROWAN COMPANIES PLC - A
$16.2B
KKR & CO LP
$15.9B
BKRBAKER HUGHES A GE CO
$14.5B
DRHDIAMONDROCK HOSPITALITY CO.
$13.2B
APOAPOLLO GLOBAL MANAGEMENT-A
$11.0B
PKXPOSCO - ADR
$7.9B
BHFBRIGHTHOUSE FINANCIAL INC
$7.5B
WSFSWSFS FINANCIAL CORP
$6.4B
EWYISHARES MSCI SOUTH KOREA ETF
$6.0B
EWTISHARES MSCI TAIWAN CAPPED ETF
$4.5B
ARC DOCUMENT SOLUTIONS INC
$3.6B
SHGSHINHAN FINANCIAL GROUP - ADR
$3.2B
NWSNEWS CORP - CLASS B
$2.7B
CFGCITIZENS FINANCIAL GROUP
$1.0B
CHLUSDCHINA MOBILE LTD-SPON ADR
$910.0M
HCP INC
$764.0M
LAMRLAMAR ADVERTISING CO -A
$687.0M
BKNGBOOKING HOLDINGS INC
$673.0M
WRBWR BERKLEY CORP
$672.0M
INGRINGREDION INC
$622.0M
METAFACEBOOK INC - A
$622.0M
SSNCSS&C TECHNOLOGIES HOLDINGS
$596.0M
LUKOYLUKOIL PJSC - SPON ADR
$587.0M
DOXAMDOCS LTD
$566.0M
PCGPG&E CORP
$532.0M
PINCPREMIER INC CLASS A
$529.0M
OHIOMEGA HEALTHCARE INVESTORS
$524.0M
PRAHPRA HEALTH SCIENCES INC
$521.0M
BIIBBIOGEN INC
$520.0M
ZBHZIMMER BIOMET HOLDINGS INC
$509.0M
SOSOUTHERN CO
$502.0M
JLLJONES LANG LASALLE INC
$491.0M
YUSDALLEGHANY CORP
$474.0M
CRICARTERS INC
$420.0M
CELGCELGENE CORP
$359.0M
NEUNEWMARKET CORP
$321.0M
AZOAUTOZONE INC.
$299.0M
MOHMOLINA HEALTHCARE INC
$292.0M
CRLCHARLES RIVER LABORATORIES
$250.0M
SPIRIT REALTY CAPITAL INC
$99.0M
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