Fund HoldingsPZENA INVESTMENT MANAGEMENT LLC

Total Portfolio Value
$26.60B
Total Bought
$26.60B
Total Sold
$23.28B
Net Transaction
+$3.33B
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)017,365,198+17,365,19801,311,5934.93%+1,311,593
DOW INC(DOW)018,560,356+18,560,35601,017,8503.83%+1,017,850
CAPITAL ONE FINL CORP(COF)07,751,043+7,751,04301,016,3173.82%+1,016,317
MAGNA INTL INC(MGA)012,876,813+12,876,81301,008,1263.79%+1,008,126
EDISON INTL(EIX)013,299,621+13,299,6210950,7903.57%+950,790
BAXTER INTL INC024,270,170+24,270,1700938,2853.53%+938,285
EQUITABLE HLDGS INC026,568,063+26,568,0630884,7163.33%+884,716
WELLS FARGO CO NEW(WFC)017,971,719+17,971,7190884,5683.33%+884,568
SS&C TECHNOLOGIES HLDGS INC(SSNC)014,472,892+14,472,8920884,4383.32%+884,438
LEAR CORP(LEA)06,253,857+6,253,8570883,1073.32%+883,107
CITIGROUP INC(C)016,850,636+16,850,6360866,7973.26%+866,797
UBS GROUP AG(UBS)030,145,113+30,145,1130786,7872.96%+786,787
PVH CORPORATION(PVH)06,345,668+6,345,6680774,9332.91%+774,933
BANK AMERICA CORP020,510,906+20,510,9060690,6022.60%+690,602
METLIFE INC(MET)010,112,602+10,112,6020668,7462.51%+668,746
NOV INC(NOV)031,126,144+31,126,1440631,2382.37%+631,238
MEDTRONIC PLC(MDT)07,500,562+7,500,5620617,8962.32%+617,896
WABTEC(WAB)04,551,240+4,551,2400577,5522.17%+577,552
CHARTER COMMUNICATIONS INC N(CHTR)01,449,425+1,449,4250563,3632.12%+563,363
NEWELL BRANDS INC(NWL)054,096,768+54,096,7680469,5601.77%+469,560
AVNET INC08,632,817+8,632,8170435,0941.64%+435,094
AMDOCS LTD(DOX)04,239,513+4,239,5130372,6111.40%+372,611
TE CONNECTIVITY LTD(TEL)02,560,162+2,560,1620359,7031.35%+359,703
FRESENIUS MEDICAL CARE AG(FMS)016,267,492+16,267,4920338,8521.27%+338,852
GILDAN ACTIVEWEAR INC(GIL)09,602,146+9,602,1460317,4471.19%+317,447
TYSON FOODS INC(TSN)05,887,724+5,887,7240316,4651.19%+316,465
SKYWORKS SOLUTIONS INC(SWKS)02,689,100+2,689,1000302,3091.14%+302,309
JPMORGAN CHASE & CO(JPM)01,768,274+1,768,2740300,7831.13%+300,783
BRISTOL-MYERS SQUIBB CO(BMY)05,592,816+5,592,8160286,9671.08%+286,967
GLOBAL PMTS INC(GPN)02,192,227+2,192,2270278,4131.05%+278,413
VOYA FINANCIAL INC(VOYA)03,781,018+3,781,0180275,8631.04%+275,863
SHELL PLC(SHEL)03,898,091+3,898,0910256,4940.96%+256,494
CNO FINL GROUP INC06,982,684+6,982,6840194,8170.73%+194,817
GOLDMAN SACHS GROUP INC(GS)0472,849+472,8490182,4110.69%+182,411
NOKIA CORP(NOK)052,313,442+52,313,4420178,9120.67%+178,912
THE CIGNA GROUP(CI)0544,326+544,3260162,9980.61%+162,998
GENERAL ELECTRIC CO(GE)01,266,075+1,266,0750161,5890.61%+161,589
DISNEY WALT CO(DIS)01,752,900+1,752,9000158,2690.59%+158,269
OLIN CORP(OLN)02,902,685+2,902,6850156,6000.59%+156,600
MOHAWK INDS INC(MHK)01,509,564+1,509,5640156,2400.59%+156,240
JELD-WEN HLDG INC07,347,195+7,347,1950138,7150.52%+138,715
CREDICORP LTD(BAP)0898,597+898,5970134,7270.51%+134,727
LEIDOS HOLDINGS INC(LDOS)01,145,120+1,145,1200123,9480.47%+123,948
CARDINAL HEALTH INC(CAH)01,160,629+1,160,6290116,9910.44%+116,991
GAP INC(GAP)05,577,338+5,577,3380116,6220.44%+116,622
AXALTA COATING SYS LTD(AXTA)03,402,995+3,402,9950115,6000.43%+115,600
AMERICAN INTL GROUP INC01,703,682+1,703,6820115,4240.43%+115,424
STEELCASE INC07,843,245+7,843,2450106,0410.40%+106,041
AXIS CAP HLDGS LTD
SHS
01,876,890+1,876,8900103,9230.39%+103,923
WEBSTER FINL CORP(WBS)01,998,370+1,998,3700101,4370.38%+101,437
JOHNSON & JOHNSON(JNJ)0637,662+637,662099,9470.38%+99,947
TRIP COM GROUP LTD(TCOM)02,711,810+2,711,810097,6520.37%+97,652
ELEVANCE HEALTH INC(ELV)0193,550+193,550091,2700.34%+91,270
GENERAL DYNAMICS CORP(GD)0344,778+344,778089,5290.34%+89,529
DIAMONDROCK HOSPITALITY CO(DRH)09,438,182+9,438,182088,6250.33%+88,625
ACUITY BRANDS INC(AYI)0425,541+425,541087,1640.33%+87,164
SPECTRUM BRANDS HLDGS INC NE(SPB)01,080,699+1,080,699086,2070.32%+86,207
RESIDEO TECHNOLOGIES INC(REZI)04,525,158+4,525,158085,1630.32%+85,163
ORION S.A.03,040,651+3,040,651084,3170.32%+84,317
ADVANCE AUTO PARTS INC(AAP)01,299,164+1,299,164079,2880.30%+79,288
PFIZER INC(PFE)02,723,445+2,723,445078,4080.29%+78,408
MRC GLOBAL INC07,001,859+7,001,859077,0900.29%+77,090
HALLIBURTON CO(HAL)02,113,066+2,113,066076,3870.29%+76,387
SCANSOURCE INC(SCSC)01,893,151+1,893,151074,9880.28%+74,988
UNIVERSAL CORP VA(UVV)01,087,062+1,087,062073,1810.28%+73,181
BELDEN INC0914,924+914,924070,6780.27%+70,678
MORGAN STANLEY(MS)0749,791+749,791069,9180.26%+69,918
ADIENT PLC(ADNT)01,817,382+1,817,382066,0800.25%+66,080
CVS HEALTH CORP(CVS)0824,250+824,250065,0830.24%+65,083
TRIMAS CORP(TRS)02,552,767+2,552,767064,6620.24%+64,662
CBRE GROUP INC(CBRE)0672,242+672,242062,5790.24%+62,579
HENRY SCHEIN INC(HSIC)0809,558+809,558061,2920.23%+61,292
ASSOCIATED BANC CORP02,826,786+2,826,786060,4650.23%+60,465
OLD NATL BANCORP IND(ONB)03,573,865+3,573,865060,3630.23%+60,363
EXXON MOBIL CORP0596,980+596,980059,6860.22%+59,686
GLOBE LIFE INC0478,750+478,750058,2730.22%+58,273
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0556,799+556,799057,9070.22%+57,907
AMERICAN WOODMARK CORPORATIO0618,442+618,442057,4220.22%+57,422
MASONITE INTL CORP0650,500+650,500055,0710.21%+55,071
FIDELITY NATIONAL FINANCIAL(FNF)01,076,590+1,076,590054,9280.21%+54,928
GMS INC0666,161+666,161054,9120.21%+54,912
DANA INC(DAN)03,667,248+3,667,248053,5780.20%+53,578
KORN FERRY(KFY)0898,130+898,130053,3040.20%+53,304
COLUMBIA BKG SYS INC(COLB)01,892,764+1,892,764050,4990.19%+50,499
MASTERBRAND INC(MBC)03,394,286+3,394,286050,4050.19%+50,405
REINSURANCE GRP OF AMERICA I(RGA)0307,981+307,981049,8250.19%+49,825
UNIVERSAL HLTH SVCS INC(UHS)0322,831+322,831049,2120.18%+49,212
TRUEBLUE INC03,092,337+3,092,337047,4360.18%+47,436
MSC INDL DIRECT INC(MSM)0461,966+461,966046,7790.18%+46,779
FIFTH THIRD BANCORP(FITB)01,346,164+1,346,164046,4290.17%+46,429
WSFS FINL CORP(WSFS)01,003,447+1,003,447046,0880.17%+46,088
REV GROUP INC02,510,881+2,510,881045,6230.17%+45,623
MCKESSON CORP(MCK)098,163+98,163045,4480.17%+45,448
INTERFACE INC(TILE)03,490,324+3,490,324044,0480.17%+44,048
USANA HEALTH SCIENCES INC0761,615+761,615040,8230.15%+40,823
AMBEV SA(ABEV)014,227,442+14,227,442039,8370.15%+39,837
HOOKER FURNISHINGS CORPORATI01,426,039+1,426,039037,1910.14%+37,191
REGIONS FINANCIAL CORP NEW(RF)01,899,232+1,899,232036,8070.14%+36,807
JUNIPER NETWORKS INC01,232,131+1,232,131036,3230.14%+36,323
COREBRIDGE FINL INC(CRBD)01,590,098+1,590,098034,4420.13%+34,442
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