PZENA INVESTMENT MANAGEMENT LLC Q3 2020 Filing

Filed October 30, 2020

Portfolio Value

$16.0B

Holdings

167

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (167 positions)

StockValue
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
$610.7M
GEGENERAL ELECTRIC COMPANY
$555.9M
LEALEAR CORPORATION
$531.8M
AIGAMERICAN INTERNATIONAL GROUP INC.
$497.0M
MCKMCKESSON CORPORATION
$496.7M
HALHALLIBURTON COMPANY
$481.7M
PVHPVH CORP.
$439.2M
COFCAPITAL ONE FINANCIAL CORPORATION
$434.7M
WFCWELLS FARGO & COMPANY
$433.5M
NWLNEWELL BRANDS INC
$425.4M
HPEHEWLETT PACKARD ENTERPRISE CO.
$418.2M
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
$399.1M
EQHEQUITABLE HOLDINGS INC.
$376.4M
TRVCCITIGROUP INC.
$368.0M
NOVEURNATIONAL OILWELL VARCO INC.
$343.8M
GILGILDAN ACTIVEWEAR INC.
$330.2M
FFORD MOTOR COMPANY
$320.3M
AVTAVNET INC.
$309.2M
DWDMORGAN STANLEY
$298.7M
EIXEDISON INTERNATIONAL
$297.9M
AXSAXIS CAPITAL HOLDINGS LIMITED
$291.4M
BKRBAKER HUGHES COMPANY CLASS A
$287.5M
DOWDOW INC.
$271.0M
BACBANK OF AMERICA CORP
$260.6M
MYLMYLAN N.V.
$254.7M
SWKSTANLEY BLACK & DECKER INC.
$246.1M
TXTTEXTRON INC.
$244.0M
VOYAVOYA FINANCIAL INC.
$225.9M
NRANRG ENERGY INC.
$218.9M
MHKMOHAWK INDUSTRIES INC.
$213.0M
METMETLIFE INC.
$202.6M
FLEXFLEX LTD.
$196.6M
GSGOLDMAN SACHS GROUP INC.
$183.1M
JPMJPMORGAN CHASE & CO.
$176.7M
ORCLORACLE CORPORATION
$164.9M
CLVTRIP.COM GROUP LTD. SPON ADR
$157.7M
FTITECHNIPFMC PLC
$154.2M
CAHCARDINAL HEALTH INC.
$145.8M
RRYDER SYSTEM INC.
$134.5M
COSCNO FINANCIAL GROUP INC.
$131.6M
AMGNAMGEN INC.
$127.6M
JELDJELD-WEN HOLDING INC.
$122.0M
XOMEXXON MOBIL CORPORATION
$117.9M
TEXTEREX CORPORATION
$116.3M
BIDUNBAIDU INC. SPON ADR CLASS A
$107.6M
RDS/AROYAL DUTCH SHELL PLC SPON ADR CLASS A
$104.2M
PFEPFIZER INC.
$100.4M
BMYBRISTOL-MYERS SQUIBB COMPANY
$87.8M
OLNOLIN CORPORATION
$77.6M
EPACENERPAC TOOL GROUP CORP CLASS A
$76.3M
CICIGNA CORPORATION
$75.8M
WBSWEBSTER FINANCIAL CORPORATION
$72.8M
CVECENOVUS ENERGY INC.
$71.7M
CVSCVS HEALTH CORPORATION
$67.7M
UBSUBS GROUP AG
$67.3M
PHPARKER-HANNIFIN CORPORATION
$65.9M
RFREGIONS FINANCIAL CORPORATION
$63.1M
JNPJUNIPER NETWORKS INC.
$62.4M
FITBFIFTH THIRD BANCORP
$56.1M
CUCAAVIS BUDGET GROUP INC.
$55.5M
KEYKEYCORP
$55.5M
SPBSPECTRUM BRANDS HOLDINGS INC.
$51.7M
IVZINVESCO LTD.
$51.6M
CLSEURCELESTICA INC.
$47.4M
RGAREINSURANCE GROUP OF AMERICA INCORPORATED
$45.5M
ETRENTERGY CORPORATION
$44.1M
BDCBELDEN INC.
$43.6M
PKXPOSCO SPON ADR
$43.6M
4DHDANA INCORPORATED
$42.4M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADR
$41.7M
HOFTHOOKER FURNITURE CORPORATION
$41.7M
GAPGAP INC.
$41.4M
ASBASSOCIATED BANC-CORP
$41.0M
TRIPLE-S MANAGEMENT CORPORATION CLASS B
$38.8M
KELKELLOGG COMPANY
$37.8M
GJBSTEELCASE INC. CLASS A
$37.7M
SNASNAP-ON INCORPORATED
$37.5M
IBNICICI BANK LIMITED SPON ADR
$34.9M
1RGREV GROUP INC.
$33.7M
MOG/AMOOG INC. CLASS A
$32.7M
SCSCSCANSOURCE INC.
$32.2M
DOVDOVER CORPORATION
$31.3M
TRSTRIMAS CORPORATION
$31.3M
MPAAMOTORCAR PARTS OF AMERICA INC.
$29.8M
IPGINTERPUBLIC GROUP OF COMPANIES INC.
$29.4M
ARGO GROUP INTERNATIONAL HOLDINGS LTD.
$28.9M
HOUSREALOGY HOLDINGS CORP.
$28.6M
TCFTCF FINANCIAL CORPORATION
$28.5M
UMPQUSDUMPQUA HOLDINGS CORPORATION
$27.7M
UVVUNIVERSAL CORP
$26.9M
HOPEHOPE BANCORP INC.
$26.2M
UVSPUNIVEST FINANCIAL CORPORATION
$25.8M
AELUSDAMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY
$25.5M
MURMURPHY OIL CORPORATION
$25.1M
WSFSWSFS FINANCIAL CORPORATION
$24.4M
SMCIUSDSUPER MICRO COMPUTER INC.
$22.9M
ARWARROW ELECTRONICS INC.
$22.9M
FMBIUSDFIRST MIDWEST BANCORP INC.
$22.8M
CSCOCISCO SYSTEMS INC.
$22.5M
ACMAECOM
$22.2M
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