PZENA INVESTMENT MANAGEMENT LLC Q2 2020 Filing

Filed July 31, 2020

Portfolio Value

$15.3B

Holdings

169

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (169 positions)

StockValue
9KGNEXTIER OILFIELD SOLUTIONS INC.
$21.1B
UMPQUSDUMPQUA HOLDINGS CORPORATION
$20.5B
K6BKBR INC.
$20.2B
HIGHARTFORD FINANCIAL SERVICES GROUP INC.
$19.5B
DRHDIAMONDROCK HOSPITALITY COMPANY
$18.8B
GJBSTEELCASE INC. CLASS A
$18.0B
GLGLOBE LIFE INC.
$17.9B
OECORION ENGINEERED CARBONS SA
$14.0B
BACVERIZON COMMUNICATIONS INC.
$13.3B
PLANTRONICS INC.
$12.7B
SYU1SYNOVUS FINANCIAL CORP.
$12.0B
PKXPOSCO SPON ADR
$11.5B
CCLCARNIVAL CORPORATION
$11.3B
THGHANOVER INSURANCE GROUP INC.
$9.9B
COWNEURCOWEN INC CLASS A
$8.7B
HPOSERVICE PROPERTIES TRUST
$7.6B
IEIINSIGHT ENTERPRISES INC.
$5.5B
SYKES ENTERPRISES INCORPORATED
$4.7B
CMACOMERICA INCORPORATED
$4.6B
SHGSHINHAN FINANCIAL GROUP CO. LTD. SPON ADR
$4.3B
LUKOYOIL COMPANY LUKOIL PJSC SPON ADR
$4.1B
SSUSAMSUNG ELECTRONICS CO. LTD. SPON GDR
$3.8B
HON HAI PRECISION INDUSTRY CO. LTD. SPON GDR 144A
$3.6B
LNVGYLENOVO GROUP LIMITED SPON ADR
$3.3B
WLMIYWILMAR INTERNATIONAL LIMITED UNSPON ADR
$2.9B
CHINA RESOURCES POWER HOLDINGS CO. LTD. UNSPON ADR
$2.8B
VALARIS PLC CLASS A
$2.8B
OMCOMNICOM GROUP INC
$2.7B
CICHYCHINA CONSTRUCTION BANK CORPORATION UNSPON ADR
$2.5B
HYUNDAI MOTOR COMPANY SPON GDR 144A
$2.3B
CEZ AS UNSPON ADR
$2.3B
DONGFENG MOTOR GROUP CO. LTD. UNSPON ADR CLASS H
$2.2B
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR
$2.0B
PCFBYPACIFIC BASIN SHIPPING LIMITED UNSPON ADR
$2.0B
SCBFYSTANDARD CHARTERED PLC UNSPON ADR
$1.8B
CIGCOMPANHIA ENERGETICA DE MINAS GERAIS SA SPON ADR
$1.7B
CHLUSDCHINA MOBILE LIMITED SPON ADR
$1.7B
GXYYYGALAXY ENTERTAINMENT GROUP LIMITED UNSPON ADR
$1.6B
KBIAKB FINANCIAL GROUP INC. SPON ADR
$1.5B
SSLSASOL LIMITED SPON ADR
$1.2B
SBIDSTATE BANK OF INDIA SPON GDR REGS
$1.1B
IWDISHARES TR RUS 1000 VAL ETF
$1.1B
CHINA DONGXIANG (GROUP) CO. LTD. UNSPON ADR
$1.0B
GRAND BAOXIN AUTO GROUP LIMITED UNSPON ADR
$988.0M
OTP BANK NYRT SPON ADR 144A
$979.0M
GMGENERAL MOTORS COMPANY
$928.0M
BIIBBIOGEN INC.
$868.0M
ABBVABBVIE INC.
$709.0M
PINCPREMIER INC. CLASS A
$704.0M
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD.
$692.0M
INGRINGREDION INCORPORATED
$684.0M
ALXNALEXION PHARMACEUTICALS INC.
$672.0M
WBAWALGREENS BOOTS ALLIANCE INC
$671.0M
CHRWC.H. ROBINSON WORLDWIDE INC.
$662.0M
EX9EXELIXIS INC.
$658.0M
LMEURLEGG MASON INC.
$640.0M
UTHUNITED THERAPEUTICS CORPORATION
$639.0M
SEBSEABOARD CORPORATION
$631.0M
REUNERT LIMITED UNSPON ADR
$627.0M
ABGAMERISOURCEBERGEN CORPORATION
$602.0M
PRGOPERRIGO CO. PLC
$591.0M
DLTRDOLLAR TREE INC.
$577.0M
EDCONSOLIDATED EDISON INC.
$570.0M
DOXAMDOCS LIMITED
$563.0M
TSNTYSON FOODS INC. CLASS A
$560.0M
JAZZJAZZ PHARMACEUTICALS PLC
$540.0M
ITRNITURAN LOCATION AND CONTROL LTD.
$228.0M
HHPDHON HAI PRECISION INDUSTRY CO. LTD. SPON GDR REGS
$127.0M
A.P. MOLLER - MAERSK A/S UNSPON ADR
$102.0M
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