PZENA INVESTMENT MANAGEMENT LLC Q3 2022 Filing

Filed November 4, 2022

Portfolio Value

$20.1B

Holdings

175

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (175 positions)

StockValue
GEGENERAL ELECTRIC COMPANY
$852.0M
LEALEAR CORPORATION
$821.6M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
$818.8M
EIXEDISON INTERNATIONAL
$759.2M
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
$721.5M
WFCWELLS FARGO & COMPANY
$697.2M
TRVCCITIGROUP INC.
$636.9M
NRANRG ENERGY INC.
$635.5M
EQHEQUITABLE HOLDINGS INC.
$602.6M
MCKMCKESSON CORPORATION
$584.9M
NOVNOV INC
$571.5M
NWLNEWELL BRANDS INC
$541.1M
AIGAMERICAN INTERNATIONAL GROUP INC.
$512.9M
SSNCSS&C TECHNOLOGIES HOLDINGS INC.
$510.4M
COFCAPITAL ONE FINANCIAL CORPORATION
$493.6M
DOXAMDOCS LIMITED
$446.6M
HALHALLIBURTON COMPANY
$384.6M
HPEHEWLETT PACKARD ENTERPRISE CO.
$362.7M
GILGILDAN ACTIVEWEAR INC.
$343.7M
AVTAVNET INC.
$337.4M
PVHPVH CORP.
$330.4M
DOWDOW INC.
$330.0M
AXSAXIS CAPITAL HOLDINGS LIMITED
$291.1M
METMETLIFE INC.
$288.7M
BMYBRISTOL-MYERS SQUIBB COMPANY
$283.8M
CLVTRIP.COM GROUP LTD. SPON ADR
$277.9M
BACBANK OF AMERICA CORP
$273.8M
VOYAVOYA FINANCIAL INC.
$271.9M
SKAASKECHERS U.S.A. INC. CLASS A
$254.1M
FTITECHNIPFMC PLC
$223.1M
JPMJPMORGAN CHASE & CO.
$199.9M
MHKMOHAWK INDUSTRIES INC.
$184.9M
FMSFRESENIUS MEDICAL CARE AG & CO. KGAA SPON ADR
$184.2M
CAHCARDINAL HEALTH INC.
$182.1M
XOMEXXON MOBIL CORPORATION
$180.3M
BKNGBOOKING HOLDINGS INC.
$172.9M
GSGOLDMAN SACHS GROUP INC.
$166.2M
SHELSHELL PLC
$143.1M
TEXTEREX CORPORATION
$129.0M
ORCLORACLE CORPORATION
$126.5M
PFEPFIZER INC.
$125.6M
FLEXFLEX LTD.
$124.7M
COSCNO FINANCIAL GROUP INC.
$123.4M
OLNOLIN CORPORATION
$116.9M
CICIGNA CORPORATION
$115.3M
AMGNAMGEN INC.
$112.6M
JNJJOHNSON & JOHNSON
$103.8M
AXTAAXALTA COATING SYSTEMS LTD.
$102.2M
WBSWEBSTER FINANCIAL CORPORATION
$101.7M
GAPGAP INC.
$96.4M
BIDUNBAIDU INC. SPON ADR CLASS A
$88.1M
ELVELEVANCE HEALTH INC
$87.2M
BDCBELDEN INC.
$79.8M
JELDJELD-WEN HOLDING INC.
$77.0M
ASBASSOCIATED BANC-CORP
$74.0M
GDGENERAL DYNAMICS CORPORATION
$73.3M
UBSUBS GROUP AG
$71.6M
ON1OLD NATIONAL BANCORP
$71.0M
EPACENERPAC TOOL GROUP CORP CLASS A
$69.0M
RFREGIONS FINANCIAL CORPORATION
$66.9M
4DHDANA INCORPORATED
$65.5M
OECORION ENGINEERED CARBONS SA
$60.6M
GJBSTEELCASE INC. CLASS A
$60.3M
DWDMORGAN STANLEY
$60.3M
UMPQUSDUMPQUA HOLDINGS CORPORATION
$59.0M
CLSEURCELESTICA INC.
$57.8M
MTZMASTEC INC.
$57.1M
RGAREINSURANCE GROUP OF AMERICA INCORPORATED
$56.0M
KEYKEYCORP
$54.2M
WSFSWSFS FINANCIAL CORPORATION
$52.8M
DRHDIAMONDROCK HOSPITALITY COMPANY
$48.7M
CBRECBRE GROUP INC. CLASS A
$45.6M
BAPCREDICORP LTD.
$44.7M
1RGREV GROUP INC.
$44.1M
FITBFIFTH THIRD BANCORP
$44.0M
TBITRUEBLUE INC.
$42.5M
JNPJUNIPER NETWORKS INC.
$42.4M
GMS1EURGMS INC.
$42.1M
TRSTRIMAS CORPORATION
$42.1M
SCSCSCANSOURCE INC.
$41.9M
HOPEHOPE BANCORP INC.
$41.7M
SPBSPECTRUM BRANDS HOLDINGS INC.
$41.4M
USNAUSANA HEALTH SCIENCES INC.
$40.4M
UVSPUNIVEST FINANCIAL CORPORATION
$39.8M
37MMRC GLOBAL INC.
$39.4M
AMWDAMERICAN WOODMARK CORPORATION
$37.9M
IVZINVESCO LTD.
$36.8M
AELUSDAMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY
$36.2M
UVVUNIVERSAL CORP
$34.5M
MSMMSC INDUSTRIAL DIRECT CO. INC. CLASS A
$33.3M
HSICHENRY SCHEIN INC.
$33.2M
IBNICICI BANK LIMITED SPON ADR
$33.2M
DOOREURMASONITE INTERNATIONAL CORP.
$32.8M
TXTTEXTRON INC.
$31.8M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADR
$30.6M
ADNTADIENT PLC
$30.4M
MPAAMOTORCAR PARTS OF AMERICA INC.
$28.0M
ABEVAMBEV SA SPON ADR
$27.8M
VREXVAREX IMAGING CORPORATION
$26.4M
RRYDER SYSTEM INC.
$25.8M
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