PZENA INVESTMENT MANAGEMENT LLC Q3 2017 Filing

Filed November 3, 2017

Portfolio Value

$18.9B

Holdings

151

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (151 positions)

StockValue
MYLAN NV
$712.8M
TRVCCITIGROUP INC
$605.3M
HPEHEWLETT PACKARD ENTERPRISE COMPANY
$552.5M
DOVDOVER CORP
$513.0M
VOYAVOYA FINANCIAL INC.
$511.1M
CTSHCOGNIZANT TECH SOLUTIONS - A
$502.3M
BACBANK OF AMERICA CORP
$497.4M
ORCLORACLE CORP
$480.5M
OMCOMNICOM GROUP
$469.8M
BENFRANKLIN RESOURCES INC.
$460.4M
RDS/AROYAL DUTCH SHELL PLC ADR
$455.6M
DWDMORGAN STANLEY
$434.9M
WMTWAL-MART STORES
$406.4M
AIGAMERICAN INTERNATIONAL GROUP
$399.5M
JPMJP MORGAN CHASE & CO
$392.7M
COFCAPITAL ONE FINL CORP
$388.5M
MCKMCKESSON CORPORATION
$377.7M
XOMEXXON MOBIL CORP
$341.4M
GSGOLDMAN SACHS GROUP INC
$332.9M
AVTAVNET INC
$320.5M
NWSANEWS CORP - CLASS A
$310.0M
WFCWELLS FARGO CO
$304.3M
FFORD MOTOR COMPANY
$304.2M
METMETLIFE INC
$290.8M
HLTHILTON WORLDWIDE HOLDINGS INC
$289.7M
STTSTATE STREET CORP
$265.9M
AXSAXIS CAPITAL HOLDINGS LTD
$262.3M
MURMURPHY OIL CORP
$255.2M
CICIGNA CORP
$252.4M
BPBP PLC - SPONS ADR
$238.0M
CVECENOVUS ENERGY INC.
$234.8M
EXPRESS SCRIPTS HOLDING CO
$222.2M
TEXTEREX CORP
$203.6M
XL GROUP LTD
$202.6M
WTWWILLIS TOWERS WATSON PLC
$194.8M
UBSUBS GROUP AG
$189.9M
HALHALLIBURTON CO
$186.5M
IPGINTERPUBLIC GROUP OF COS INC
$186.4M
RFREGIONS FINL CORP
$180.0M
PHPARKER HANNIFIN CORPORATION
$155.9M
PFEPFIZER INC
$143.1M
MICRO FOCUS INTL-SPN ADR
$139.9M
JELDJELD-WEN HOLDING INC
$139.5M
EIXEDISON INTERNATIONAL
$137.6M
SWKSTANLEY BLACK & DECKER INC
$131.1M
KEYKEY CORP
$128.9M
CAHCARDINAL HEALTH INC
$120.9M
ALSALLSTATE CORP
$118.0M
7HPHP INC
$109.9M
LAMRLAMAR ADVERTISING CO -A
$109.0M
ONON SEMICONDUCTOR CORP
$106.9M
STXSEAGATE TECHNOLOGY
$104.1M
BIDUNBAIDU INC - SPON ADR
$103.7M
ACTUANT CORP- A
$100.3M
MRKMERCK & CO INC
$97.3M
MSFTMICROSOFT CORP
$95.0M
FITBFIFTH THIRD BANCORP
$88.6M
IVZNVESCO LTD
$88.0M
CSCOCISCO SYSTEMS INC
$84.6M
ACMAECOM
$82.0M
AGREURAVANGRID INC
$81.6M
WBSWEBSTER FINANCIAL CORP.
$81.1M
GGENPACT LTD
$75.9M
FLEXFLEX LTD
$73.4M
THGHANOVER INSURANCE GROUP
$72.4M
COPCONOCOPHILLIPS
$72.2M
K6BKBR INC
$71.3M
ASPEN INSURANCE HOLDINGS LTD
$68.2M
TRSTRIMAS CORP
$66.7M
VIV1USDTELEFONICA BRASIL - ADR
$60.8M
TELTE CONNECTIVITY LTD.
$60.6M
KELKELLOGG COMPANY
$60.6M
DOOREURMASONITE INTERNATIONAL CORP
$59.4M
CFGCITIZENS FINANCIAL GROUP
$59.1M
ASBASSOCIATED BANC CORP
$59.0M
ROCKGIBRALTAR INDUSTRIES INC
$57.7M
SCSCSCANSOURCE INC
$57.5M
ESSENDANT INC
$57.0M
CVSCVS HEALTH CORPORATION
$56.9M
CMACOMERICA INC
$56.9M
SYU1SYNOVUS FINANCIAL CORP
$53.8M
AELUSDAMERICAN EQUITY INVT LIFE
$53.8M
GTLSCHART INDUSTRIES INC
$53.1M
VERIFONE SYSTEMS INC
$50.1M
CUBIC CORP
$48.2M
RRYDER SYSTEM INC.
$47.6M
ACHOWENS & MINOR INC
$47.2M
TRIPLE-S MANAGEMENT CORP-B
$46.0M
SUPERIOR ENERGY SERVICES INC
$45.2M
HOPEHOPE BANCORP INC
$43.0M
DBDEURDIEBOLD NIXDORF INC
$42.3M
ANIXTER INTERNATIONAL INC
$41.1M
IEIINSIGHT ENTERPRISES INC
$39.4M
QCOMQUALCOMM INC
$38.6M
CUCAAVIS BUDGET GROUP INC
$37.7M
ARGO GROUP INTERNATIONAL
$36.6M
FTITECHNIPFMC PLC
$35.5M
VALIDUS HOLDINGS LTD
$33.9M
PLY GEM HOLDINGS INC
$33.3M
GENERAL CABLE CORP DEL NE
$33.0M
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