PZENA INVESTMENT MANAGEMENT LLC Q2 2022 Filing

Filed August 5, 2022

Portfolio Value

$22.3B

Holdings

168

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (168 positions)

StockValue
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
$929.2M
EIXEDISON INTERNATIONAL
$882.8M
GEGENERAL ELECTRIC COMPANY
$830.0M
LEALEAR CORPORATION
$813.6M
MCKMCKESSON CORPORATION
$793.8M
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
$786.2M
NWLNEWELL BRANDS INC
$715.3M
TRVCCITIGROUP INC.
$705.2M
WFCWELLS FARGO & COMPANY
$665.6M
NRANRG ENERGY INC.
$631.0M
NOVNOV INC
$623.1M
EQHEQUITABLE HOLDINGS INC.
$577.4M
AIGAMERICAN INTERNATIONAL GROUP INC.
$547.7M
DOXAMDOCS LIMITED
$528.8M
HALHALLIBURTON COMPANY
$523.0M
SSNCSS&C TECHNOLOGIES HOLDINGS INC.
$517.8M
COFCAPITAL ONE FINANCIAL CORPORATION
$504.6M
AVTAVNET INC.
$460.6M
PVHPVH CORP.
$451.8M
HPEHEWLETT PACKARD ENTERPRISE CO.
$425.3M
AXSAXIS CAPITAL HOLDINGS LIMITED
$387.0M
GILGILDAN ACTIVEWEAR INC.
$362.3M
FMSFRESENIUS MEDICAL CARE AG & CO. KGAA SPON ADR
$328.6M
DOWDOW INC.
$323.9M
BMYBRISTOL-MYERS SQUIBB COMPANY
$321.2M
METMETLIFE INC.
$316.9M
BACBANK OF AMERICA CORP
$286.2M
SKAASKECHERS U.S.A. INC. CLASS A
$285.8M
VOYAVOYA FINANCIAL INC.
$279.7M
CLVTRIP.COM GROUP LTD. SPON ADR
$268.4M
XOMEXXON MOBIL CORPORATION
$267.6M
MHKMOHAWK INDUSTRIES INC.
$256.7M
JPMJPMORGAN CHASE & CO.
$217.8M
GSGOLDMAN SACHS GROUP INC.
$178.6M
FTITECHNIPFMC PLC
$177.0M
ORCLORACLE CORPORATION
$166.2M
PFEPFIZER INC.
$155.7M
SHELSHELL PLC
$155.0M
BKNGBOOKING HOLDINGS INC.
$154.2M
CAHCARDINAL HEALTH INC.
$151.4M
JELDJELD-WEN HOLDING INC.
$129.2M
OLNOLIN CORPORATION
$127.6M
AMGNAMGEN INC.
$127.0M
COSCNO FINANCIAL GROUP INC.
$125.3M
TEXTEREX CORPORATION
$121.8M
JNJJOHNSON & JOHNSON
$113.1M
FLEXFLEX LTD.
$112.9M
CICIGNA CORPORATION
$112.8M
AXTAAXALTA COATING SYSTEMS LTD.
$112.0M
BIDUNBAIDU INC. SPON ADR CLASS A
$109.3M
GJBSTEELCASE INC. CLASS A
$99.9M
BDCBELDEN INC.
$97.1M
WBSWEBSTER FINANCIAL CORPORATION
$96.1M
ELVELEVANCE HEALTH INC
$92.8M
SPBSPECTRUM BRANDS HOLDINGS INC.
$87.1M
UBSUBS GROUP AG
$82.5M
GAPGAP INC.
$82.4M
4DHDANA INCORPORATED
$81.6M
GDGENERAL DYNAMICS CORPORATION
$76.4M
EPACENERPAC TOOL GROUP CORP CLASS A
$74.7M
RRYDER SYSTEM INC.
$70.6M
ASBASSOCIATED BANC-CORP
$69.0M
CLSEURCELESTICA INC.
$68.0M
RFREGIONS FINANCIAL CORPORATION
$67.2M
ON1OLD NATIONAL BANCORP
$66.0M
MTZMASTEC INC.
$65.6M
AELUSDAMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY
$63.7M
DWDMORGAN STANLEY
$59.2M
UMPQUSDUMPQUA HOLDINGS CORPORATION
$59.1M
OECORION ENGINEERED CARBONS SA
$58.1M
37MMRC GLOBAL INC.
$54.7M
RGAREINSURANCE GROUP OF AMERICA INCORPORATED
$54.4M
BKRBAKER HUGHES COMPANY CLASS A
$53.1M
DRHDIAMONDROCK HOSPITALITY COMPANY
$52.7M
USNAUSANA HEALTH SCIENCES INC.
$52.5M
SCSCSCANSOURCE INC.
$50.4M
UVVUNIVERSAL CORP
$50.0M
KEYKEYCORP
$48.6M
GMS1EURGMS INC.
$48.0M
TRSTRIMAS CORPORATION
$47.6M
WSFSWSFS FINANCIAL CORPORATION
$47.4M
ARGO GROUP INTERNATIONAL HOLDINGS LTD.
$47.4M
JNPJUNIPER NETWORKS INC.
$46.3M
HOPEHOPE BANCORP INC.
$46.2M
FITBFIFTH THIRD BANCORP
$46.2M
SMCIUSDSUPER MICRO COMPUTER INC.
$45.5M
1RGREV GROUP INC.
$44.3M
UVSPUNIVEST FINANCIAL CORPORATION
$43.5M
IVZINVESCO LTD.
$43.3M
PKXPOSCO HOLDINGS INC. SPON ADR
$42.4M
TXTTEXTRON INC.
$40.7M
AMWDAMERICAN WOODMARK CORPORATION
$39.2M
HSICHENRY SCHEIN INC.
$38.7M
PAHCPHIBRO ANIMAL HEALTH CORPORATION CLASS A
$37.0M
MSMMSC INDUSTRIAL DIRECT CO. INC. CLASS A
$34.4M
TBITRUEBLUE INC.
$32.1M
IBNICICI BANK LIMITED SPON ADR
$30.4M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADR
$28.6M
VREXVAREX IMAGING CORPORATION
$27.7M
IPGINTERPUBLIC GROUP OF COMPANIES INC.
$27.1M
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