PZENA INVESTMENT MANAGEMENT LLC Q2 2019 Filing

Filed August 2, 2019

Portfolio Value

$19.0B

Holdings

172

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (172 positions)

StockValue
GEGENERAL ELECTRIC CO
$625.3M
AIGAMERICAN INTERNATIONAL GROUP
$580.5M
TRVCCITIGROUP INC
$546.1M
NOVEURNATIONAL OILWELL VARCO INC
$538.5M
HALHALLIBURTON CO
$536.5M
LEALEAR CORP
$534.0M
MCKMCKESSON CORPORATION
$518.9M
COFCAPITAL ONE FINL CORP
$510.4M
HPEHEWLETT PACKARD ENTERPRISE COMPANY
$500.6M
EIXEDISON INTERNATIONAL
$499.5M
CTSHCOGNIZANT TECH SOLUTIONS - A
$484.8M
WFCWELLS FARGO CO
$464.6M
ORCLORACLE CORP
$450.7M
BACBANK OF AMERICA CORP
$426.4M
MYLAN NV
$401.8M
DWDMORGAN STANLEY
$389.7M
NWLNEWELL BRANDS INC.
$385.7M
VOYAVOYA FINANCIAL INC.
$382.9M
IPGINTERPUBLIC GROUP OF COS INC
$373.0M
METMETLIFE INC
$362.5M
AXA EQUITABLE HOLDINGS INC
$361.3M
SWKSTANLEY BLACK & DECKER INC
$347.8M
OMCOMNICOM GROUP
$347.5M
FFORD MOTOR COMPANY
$338.3M
AVTAVNET INC
$332.3M
MHKMOHAWK INDUSTRIES INC
$291.8M
PVHPVH CORP
$284.1M
AXSAXIS CAPITAL HOLDINGS LTD
$278.3M
JPMJP MORGAN CHASE & CO
$275.1M
GSGOLDMAN SACHS GROUP INC
$230.5M
WABWABTEC CORP
$229.1M
FTITECHNIPFMC PLC
$229.0M
AMGNAMGEN INC
$225.1M
KKRKKR & CO INC
$218.2M
RDS/AROYAL DUTCH SHELL PLC ADR
$202.6M
XOMEXXON MOBIL CORP
$201.0M
WMTWALMART INC
$179.6M
CVECENOVUS ENERGY INC.
$178.4M
CAHCARDINAL HEALTH INC
$171.7M
JELDJELD-WEN HOLDING INC
$162.5M
BKRBAKER HUGHES A GE CO
$155.6M
GILGILDAN ACTIVEWEAR INC
$142.1M
PFEPFIZER INC
$136.6M
RRYDER SYSTEM INC.
$136.5M
KEYKEY CORP
$124.6M
FITBFIFTH THIRD BANCORP
$115.2M
ANIXTER INTERNATIONAL INC
$110.7M
TEXTEREX CORP
$109.0M
AGREURAVANGRID INC
$107.2M
ACTUANT CORP- A
$107.0M
MRKMERCK & CO INC
$105.9M
ACMAECOM
$104.2M
CUCAAVIS BUDGET GROUP INC
$102.0M
WTWWILLIS TOWERS WATSON PLC
$100.2M
K6BKBR INC
$98.0M
BIDUNBAIDU INC - SPON ADR
$93.8M
FLEXFLEX LTD
$92.3M
UBSUBS GROUP AG
$91.0M
BENFRANKLIN RESOURCES INC.
$74.2M
RFREGIONS FINL CORP
$72.5M
CICIGNA CORP
$72.4M
JNPJUNIPER NETWORKS INC
$69.4M
NWSANEWS CORP - CLASS A
$68.9M
COSCNO FINANCIAL GROUP INC
$64.3M
WBSWEBSTER FINANCIAL CORP.
$58.6M
TAT&T INC
$57.8M
PHPARKER HANNIFIN CORPORATION
$55.8M
IVZINVESCO LTD
$54.3M
DOOREURMASONITE INTERNATIONAL CORP
$53.9M
KELKELLOGG COMPANY
$53.2M
CSLCARLISLE COS INC
$53.2M
SPBSPECTRUM BRANDS HOLDINGS INC
$52.3M
1RGREV GROUP INC
$49.6M
TRSTRIMAS CORP
$48.1M
JBLJABIL CIRCUIT INC
$46.0M
ASBASSOCIATED BANC CORP
$45.1M
SNASNAP-ON INC
$43.9M
MSFTMICROSOFT CORP
$42.7M
ROCKGIBRALTAR INDUSTRIES INC
$41.6M
SCSCSCANSOURCE INC
$40.6M
HOPEHOPE BANCORP INC
$39.5M
ETRENTERGY CORP
$39.1M
CVSCVS HEALTH CORPORATION
$39.0M
MURMURPHY OIL CORP
$38.6M
UVVUNIVERSAL CORP
$36.6M
VREXVAREX IMAGING CORP
$36.5M
C&J ENERGY SERVICES INC
$35.4M
IBNICICI BANK LTD - SPON ADR
$34.5M
DOVDOVER CORP
$33.4M
GGENPACT LTD
$33.2M
TRIPLE-S MANAGEMENT CORP-B
$32.6M
CLSEURCELESTICA INC.
$32.0M
SYU1SYNOVUS FINANCIAL CORP
$31.8M
AELUSDAMERICAN EQUITY INVT LIFE
$31.6M
CSCOCISCO SYSTEMS INC
$31.6M
FMBIUSDFIRST MIDWEST BANCORP INC
$31.0M
WSFSWSFS FINANCIAL CORP
$27.4M
TCF FINANCIAL CORP
$26.8M
ALSALLSTATE CORP
$25.7M
LMEURLEGG MASON INC
$24.5M
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