Fund HoldingsPZENA INVESTMENT MANAGEMENT LLC

Total Portfolio Value
$31.02B
Total Bought
$3.39B
Total Sold
$1.80B
Net Transaction
+$1.58B
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
DOLLAR GEN CORP NEW(DG)010,238,886+10,238,8860865,9032.79%+865,903
TE CONNECTIVITY PLC(TEL)02,614,993+2,614,9930394,8381.27%+394,838
DELTA AIR LINES INC DEL(DAL)05,536,640+5,536,6400281,2060.91%+281,206
MAGNA INTL INC(MGA)026,322,353+26,322,35301,460,3644.71%+1,460,364
BAXTER INTL INC032,222,202+32,222,20201,223,4773.94%+1,223,477
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)18,609,89818,609,588-3101,265,4731,436,2884.63%+170,815
BRISTOL-MYERS SQUIBB CO(BMY)014,201,746+14,201,7460734,7982.37%+734,798
MEDTRONIC PLC(MDT)08,582,993+8,582,9930772,7272.49%+772,727
METLIFE INC(MET)09,636,576+9,636,5760794,8252.56%+794,825
AMDOCS LTD(DOX)5,667,6036,363,739+696,136447,287556,7001.79%+109,413
NOKIA CORP(NOK)82,524,55390,785,960+8,261,407311,943396,7351.28%+84,792
CAPITAL ONE FINL CORP(COF)06,939,552+6,939,55201,039,0593.35%+1,039,059
CHARTER COMMUNICATIONS INC N(CHTR)3,023,5893,013,220-10,369903,932976,5243.15%+72,592
CISCO SYS INC(CSCO)1,034,7142,228,564+1,193,85049,159118,6040.38%+69,445
NEWELL BRANDS INC(NWL)052,466,712+52,466,7120402,9441.30%+402,944
CVS HEALTH CORP(CVS)12,936,38813,135,308+198,920764,023825,9482.66%+61,925
GLOBAL PMTS INC(GPN)6,423,4636,638,862+215,399621,149679,9522.19%+58,803
ZTO EXPRESS CAYMAN INC(ZTO)5,960,2727,039,599+1,079,327123,676174,3710.56%+50,695
MOHAWK INDS INC(MHK)01,087,476+1,087,4760174,7360.56%+174,736
SS&C TECHNOLOGIES HLDGS INC(SSNC)012,663,903+12,663,9030939,7883.03%+939,788
HEALTHCARE RLTY TR(HR)02,225,430+2,225,430040,3920.13%+40,392
ADVANCE AUTO PARTS INC(AAP)02,908,658+2,908,6580113,4090.37%+113,409
FRESENIUS MEDICAL CARE AG(FMS)16,184,22116,215,669+31,448308,957345,3941.11%+36,437
HELEN OF TROY LTD0581,442+581,442035,9620.12%+35,962
OLIN CORP(OLN)03,452,708+3,452,7080165,6610.53%+165,661
CREDICORP LTD(BAP)01,026,833+1,026,8330185,8260.60%+185,826
DOW INC(DOW)018,951,871+18,951,87101,035,3413.34%+1,035,341
TYSON FOODS INC(TSN)12,489,56412,543,781+54,217713,654747,1082.41%+33,454
GLOBE LIFE INC930,3781,008,732+78,35476,552106,8350.34%+30,283
VOYA FINANCIAL INC(VOYA)03,681,234+3,681,2340291,6270.94%+291,627
HUNTSMAN CORP(HUN)01,117,578+1,117,578027,0450.09%+27,045
JELD-WEN HLDG INC09,582,008+9,582,0080151,4920.49%+151,492
ROBERT HALF INC.(RHI)724,2621,027,683+303,42146,33869,2760.22%+22,938
SPECTRUM BRANDS HLDGS INC NE(SPB)01,310,861+1,310,8610124,7150.40%+124,715
AMERICAN WOODMARK CORPORATIO0483,562+483,562045,1890.15%+45,189
LEAR CORP(LEA)07,714,653+7,714,6530842,0542.71%+842,054
HAVERTY FURNITURE COS INC0719,637+719,637019,7680.06%+19,768
NOV INC(NOV)043,027,106+43,027,1060687,1432.22%+687,143
ADIENT PLC(ADNT)02,825,491+2,825,491063,7710.21%+63,771
ABM INDS INC415,889694,464+278,57521,03236,6400.12%+15,608
WESCO INTL INC(WCC)148,778228,819+80,04123,58438,4370.12%+14,853
BREAD FINANCIAL HOLDINGS INC637,408880,827+243,41928,40341,9100.14%+13,507
KOPPERS HOLDINGS INC(KOP)0770,169+770,169028,1340.09%+28,134
DOUGLAS DYNAMICS INC(PLOW)1,401,8751,624,820+222,94532,80444,8130.14%+12,009
MASTERBRAND INC(MBC)02,838,716+2,838,716052,6300.17%+52,630
UBS GROUP AG(UBS)030,802,466+30,802,4660802,7122.59%+802,712
COLUMBIA BKG SYS INC(COLB)2,432,4472,225,764-206,68348,38158,1150.19%+9,733
THE CIGNA GROUP(CI)0541,778+541,7780187,6940.61%+187,694
UNIVERSAL HLTH SVCS INC(UHS)455,323405,949-49,37484,20392,9660.30%+8,763
LEIDOS HOLDINGS INC(LDOS)0502,880+502,880081,9690.26%+81,969
MALIBU BOATS INC1,478,3161,555,331+77,01551,80060,3620.19%+8,562
VAREX IMAGING CORP2,569,2133,890,879+1,321,66637,84546,3790.15%+8,535
HENRY SCHEIN INC(HSIC)0986,467+986,467071,9130.23%+71,913
GENPACT LIMITED
SHS
1,163,8701,163,870037,46545,6350.15%+8,170
BAIDU INC309,581330,131+20,55026,77334,7590.11%+7,987
SHINHAN FINANCIAL GROUP CO L(SHG)1,082,5521,073,222-9,33037,68445,4720.15%+7,789
AVNET INC8,576,8218,274,168-302,653441,621449,3701.45%+7,750
PFIZER INC(PFE)07,281,709+7,281,7090210,7330.68%+210,733
FIFTH THIRD BANCORP(FITB)01,163,906+1,163,906049,8620.16%+49,862
AMBEV SA(ABEV)18,385,31218,351,089-34,22337,69044,7770.14%+7,087
KORN FERRY(KFY)1,044,8881,022,212-22,67670,15476,9110.25%+6,757
REGIONS FINANCIAL CORP NEW(RF)1,899,2321,899,232038,06144,3090.14%+6,248
ORION S.A.03,647,985+3,647,985064,9710.21%+64,971
MORGAN STANLEY(MS)749,823750,188+36572,87578,2000.25%+5,324
DIAMONDROCK HOSPITALITY CO(DRH)09,153,018+9,153,018079,9060.26%+79,906
HOOKER FURNISHINGS CORPORATI01,286,381+1,286,381023,2580.07%+23,258
FMC CORP(FMC)576,737575,294-1,44333,19137,9350.12%+4,744
UNIVEST FINANCIAL CORPORATIO(UVSP)1,268,2501,189,748-78,50228,95433,4800.11%+4,525
WEBSTER FINL CORP(WBS)01,726,539+1,726,539080,4740.26%+80,474
KEYCORP(KEY)1,745,9861,745,986024,81029,2450.09%+4,435
COMERICA INC433,892433,892022,14625,9940.08%+3,849
JOHNSON & JOHNSON(JNJ)230,144229,342-80233,63837,1670.12%+3,529
GENERAL DYNAMICS CORP(GD)270,352270,507+15578,44081,7470.26%+3,307
MSC INDL DIRECT INC(MSM)0461,931+461,931039,7540.13%+39,754
MARCUS & MILLICHAP INC(MMI)641,667583,697-57,97020,22523,1320.07%+2,907
ENTERGY CORP NEW(ETR)110,648110,594-5411,83914,5550.05%+2,716
ARROW ELECTRS INC221,245221,239-626,71829,3870.09%+2,670
INVESCO LTD(IVZ)886,851886,851013,26715,5730.05%+2,306
ALIBABA GROUP HLDG LTD(BABA)65,62565,310-3154,7256,9310.02%+2,206
PHIBRO ANIMAL HEALTH CORP(PAHC)1,837,0061,460,800-376,20630,80732,8970.11%+2,091
OLD NATL BANCORP IND(ONB)3,143,4732,983,728-159,74554,03655,6760.18%+1,640
GENESCO INC1,221,3421,217,858-3,48431,58433,0890.11%+1,505
MANPOWERGROUP INC WIS(MAN)351,121351,121024,50825,8140.08%+1,306
EXXON MOBIL CORP594,716594,716068,46469,7130.22%+1,249
SYNOVUS FINL CORP757,614711,469-46,14530,44931,6390.10%+1,191
ITAU UNIBANCO HLDG S A(ITUB)230,664371,725+141,0611,3472,4720.01%+1,125
KASPI KZ JSC(KSPI)867,9701,066,645+198,675111,977113,0540.36%+1,077
GOLDMAN SACHS GROUP INC(GS)439,281402,339-36,942198,696199,2020.64%+506
CIA ENERGETICA DE MINAS GERA(CIG)1,583,3941,583,39402,7873,2620.01%+475
SHYFT GROUP INC3,243,8343,099,622-144,21238,47238,9000.13%+428
MKS INSTRS INC(MKSI)03,323+3,32303610.00%+361
ARCELORMITTAL SA LUXEMBOURG(MT)25,08533,198+8,1135758720.00%+297
HOLOGIC INC03,030+3,03002470.00%+247
KB FINL GROUP INC(KB)38,94138,94102,2042,4050.01%+200
VALE S A253,398253,39802,8302,9600.01%+129
KONINKLIJKE PHILIPS N V(PHG)13,73713,013-7243464260.00%+80
ITURAN LOCATION AND CONTROL
SHS
22,65922,65905586010.00%+43
HSBC HLDGS PLC(HSBC)16,93816,448-4907377430.00%+7
HARTFORD FINL SVCS GROUP INC(HIG)2,0701,757-3132082070.00%-1
BARCLAYS PLC97,59285,302-12,2901,0451,0360.00%-9
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