PZENA INVESTMENT MANAGEMENT LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$30.8B
Holdings
152
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (152 positions)
| Stock | Value |
|---|---|
MGAMAGNA INTL INC | $1.6B |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $1.4B |
DGDOLLAR GEN CORP NEW | $1.4B |
BAXBAXTER INTL INC | $1.2B |
TRVCCITIGROUP INC | $1.2B |
CVSCVS HEALTH CORP | $1.2B |
COFCAPITAL ONE FINL CORP | $1.2B |
CHTRCHARTER COMMUNICATIONS INC N | $1.1B |
HUMHUMANA INC | $996.7M |
AWMSKYWORKS SOLUTIONS INC | $909.7M |
GPNGLOBAL PMTS INC | $884.5M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $866.1M |
WFCWELLS FARGO CO NEW | $831.0M |
UBSUBS GROUP AG | $829.7M |
MDTMEDTRONIC PLC | $771.9M |
TSNTYSON FOODS INC | $766.9M |
METMETLIFE INC | $735.4M |
LEALEAR CORP | $722.1M |
DOWDOW INC | $717.4M |
BMYBRISTOL-MYERS SQUIBB CO | $687.1M |
CRBGCOREBRIDGE FINL INC | $664.7M |
DOXAMDOCS LTD | $597.7M |
NOVNOV INC | $530.9M |
PVHPVH CORPORATION | $439.6M |
FMSFRESENIUS MEDICAL CARE AG | $418.9M |
TELTE CONNECTIVITY PLC | $407.9M |
AVTAVNET INC | $389.7M |
NOKNOKIA CORP | $355.7M |
BACBANK AMERICA CORP | $311.2M |
NWLNEWELL BRANDS INC | $261.2M |
VOYAVOYA FINANCIAL INC | $259.9M |
SHELSHELL PLC | $258.1M |
EQHEQUITABLE HLDGS INC | $237.9M |
BAPCREDICORP LTD | $229.7M |
DALDELTA AIR LINES INC DEL | $212.1M |
AWNADVANCE AUTO PARTS INC | $204.3M |
CITHE CIGNA GROUP | $173.1M |
PFEPFIZER INC | $159.0M |
KSPIKASPI KZ JSC | $142.7M |
ZTOZTO EXPRESS CAYMAN INC | $135.3M |
MHKMOHAWK INDS INC | $123.3M |
CNXCCONCENTRIX CORP | $120.3M |
GLGLOBE LIFE INC | $117.6M |
PPGPPG INDS INC | $115.3M |
DWDMORGAN STANLEY | $111.4M |
CSCOCISCO SYS INC | $111.0M |
—WNS HLDGS LTD | $105.1M |
LKQ1LKQ CORP | $103.1M |
JPMJPMORGAN CHASE & CO. | $99.2M |
COSCNO FINL GROUP INC | $98.5M |
RHIROBERT HALF INC. | $97.6M |
GSGOLDMAN SACHS GROUP INC | $89.4M |
WBSWEBSTER FINL CORP | $88.1M |
GDGENERAL DYNAMICS CORP | $85.0M |
ELVELEVANCE HEALTH INC | $84.5M |
ADNTADIENT PLC | $81.2M |
SPBSPECTRUM BRANDS HLDGS INC NE | $78.1M |
OLNOLIN CORP | $76.9M |
HALHALLIBURTON CO | $76.1M |
WABWABTEC | $75.5M |
GPCGENUINE PARTS CO | $72.3M |
37MMRC GLOBAL INC | $71.6M |
UHSUNIVERSAL HLTH SVCS INC | $71.0M |
XOMEXXON MOBIL CORP | $70.5M |
DRHDIAMONDROCK HOSPITALITY CO | $67.3M |
PLOWDOUGLAS DYNAMICS INC | $67.2M |
HSICHENRY SCHEIN INC | $67.2M |
TRSTRIMAS CORP | $62.3M |
AMWDAMERICAN WOODMARK CORPORATIO | $61.3M |
GJBSTEELCASE INC | $60.0M |
KFYKORN FERRY | $60.0M |
OSKOSHKOSH CORP | $59.7M |
REZIRESIDEO TECHNOLOGIES INC | $59.3M |
ON1OLD NATL BANCORP IND | $57.5M |
HUNHUNTSMAN CORP | $55.3M |
MBUUMALIBU BOATS INC | $52.4M |
ARCOARCOS DORADOS HOLDINGS INC | $51.5M |
NVSTENVISTA HOLDINGS CORPORATION | $48.1M |
OECORION S.A. | $48.0M |
SHGSHINHAN FINANCIAL GROUP CO L | $46.4M |
BFHBREAD FINANCIAL HOLDINGS INC | $45.7M |
ABMABM INDS INC | $45.5M |
MBCMASTERBRAND INC | $45.4M |
ASBASSOCIATED BANC CORP | $45.4M |
SHYFSHYFT GROUP INC | $44.9M |
HDBHDFC BANK LTD | $44.7M |
RFREGIONS FINANCIAL CORP NEW | $44.7M |
WSFSWSFS FINL CORP | $44.6M |
WCCWESCO INTL INC | $42.4M |
TFXTELEFLEX INCORPORATED | $42.1M |
CBRECBRE GROUP INC | $41.4M |
SCSCSCANSOURCE INC | $40.8M |
KOPKOPPERS HOLDINGS INC | $40.1M |
MSMMSC INDL DIRECT INC | $39.3M |
FITBFIFTH THIRD BANCORP | $39.1M |
LDOSLEIDOS HOLDINGS INC | $38.5M |
HCAHCA HEALTHCARE INC | $38.3M |
JNJJOHNSON & JOHNSON | $37.6M |
VREXVAREX IMAGING CORP | $36.8M |
AIGAMERICAN INTL GROUP INC | $36.7M |
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