PZENA INVESTMENT MANAGEMENT LLC Q4 2016 Filing

Filed February 10, 2017

Portfolio Value

$17.5B

Holdings

157

Report Date

Q4 2016

Filing Type

13F-HR

All Holdings (157 positions)

StockValue
GENERAL CABLE CORP DEL NE
$32.2M
TCF FINANCIAL CORP
$31.9M
SRISTONERIDGE INC
$27.3M
WSFSWSFS FINANCIAL CORP
$27.2M
GNWGENWORTH FINANCIAL INC CL A
$26.6M
MCKMCKESSON CORPORATION
$26.2M
L-3 COMMUNICATIONS
$25.6M
ARWARROW ELECTRONICS INC
$21.7M
REEVEREST RE GROUP LTD
$20.1M
ARC DOCUMENT SOLUTIONS INC
$20.0M
UPBDRENT A CENTER INC
$19.6M
AETNA INC
$19.3M
LMEURLEGG MASON INC
$19.1M
PCGPG&E CORP
$19.0M
ROWAN COMPANIES PLC - A
$18.8M
HPTUSDHOSPITALITY PROPERTIES TRUST
$18.6M
PGRPROGRESSIVE CORP
$17.6M
KSSKOHLS CORP
$17.3M
PEOEXELON CORP
$17.2M
JBLJABIL CIRCUIT INC
$16.9M
TSMTAIWAN SEMICONDUCTOR - SP ADR
$15.8M
PGPROCTER & GAMBLE COMPANY
$15.2M
HIGTHE HARTFORD FINANCIAL SERVICES GROUP INC
$15.0M
WAIREURWESCO AIRCRAFT HOLDINGS INC
$15.0M
DRHDIAMONDROCK HOSPITALITY CO.
$11.9M
CBCHUBB LTD
$10.8M
OCOWENS CORNING
$10.5M
VIRTUSA CORP
$10.2M
BAXBAXTER INTERNATIONAL INC
$10.0M
NWSNEWS CORP - CLASS B
$9.7M
KKR & CO LP
$9.1M
CDWCDW CORP
$8.4M
AIZASSURANT INC
$7.4M
APOAPOLLO GLOBAL MANAGEMENT-A
$6.5M
BPOPPOPULAR INC.
$4.7M
TTEKTETRA TECH INC
$3.7M
PKXPOSCO - ADR
$3.3M
PLY GEM HOLDINGS INC
$2.9M
SHGSHINHAN FINANCIAL GROUP - ADR
$2.3M
SCHN1EURSCHNITZER STEEL INDS INC - A
$1.8M
INFYINFOSYS LTD - SP ADR
$1.7M
AANUSDAARONS INC
$1.6M
BBTUSDBB&T CORP
$1.5M
LUKOYLUKOIL PJSC - SPON ADR
$918K
ROCKGIBRALTAR INDUSTRIES INC
$426K
RNRRENAISSANCE RE HLDGS LTD
$345K
DOXAMDOCS LTD
$329K
PINCPREMIER INC CLASS A
$318K
DGDOLLAR GENERAL CORP
$316K
MDTMEDTRONIC PLC
$305K
LABORATORY CORP OF AMERICA HOLDINGS
$299K
VAREURVARIAN MEDICAL SYSTEMS INC
$257K
ABGAMERISOURCEBERGEN CORP
$223K
ABBVABBVIE INC
$218K
DVADAVITA HEALTHCARE PARTNERS INC
$214K
PDCOEURPATTERSON COS INC
$209K
AMGNAMGEN INC
$201K
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