| BAX |
BAXTER INTERNATIONAL INC |
Common Stock |
14% |
$1,354,250,196 |
+$294,443,670 |
70,866,049 |
+28% |
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2025 |
| LEA |
LEAR CORP |
Common Stock |
14% |
$656,135,064 |
|
7,764,912 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2024 |
| PVH |
PVH CORP. /DE/ |
Common Stock |
13% |
$443,555,115 |
+$16,880,402 |
6,465,818 |
+4% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Jun 2025 |
| HOFT |
HOOKER FURNISHINGS Corp |
Common Stock |
13% |
$14,372,845 |
+$1,315,692 |
1,416,002 |
+10% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2025 |
| NWL |
NEWELL BRANDS INC. |
Common Stock |
12% |
$253,094,502 |
|
49,432,520 |
|
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2024 |
| SWKS |
SKYWORKS SOLUTIONS, INC. |
Common Stock |
12% |
$1,112,980,246 |
+$331,667,780 |
17,552,125 |
+42% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Jan 2026 |
| GCO |
GENESCO INC |
Common Stock |
12% |
$30,806,599 |
-$3,852,460 |
1,243,696 |
-11% |
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2025 |
| DOX |
AMDOCS LTD |
Common Stock |
11% |
$982,050,885 |
+$460,045,978 |
12,195,663 |
+88% |
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2025 |
| NOV |
NOV Inc. |
Common Stock |
11% |
$520,184,160 |
|
43,348,680 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2024 |
| HVT |
HAVERTY FURNITURE COMPANIES INC |
Common Stock |
10% |
$31,164,323 |
+$11,951,146 |
1,560,557 |
+62% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Jun 2025 |
| SPB |
Spectrum Brands Holdings, Inc. |
Common Stock |
10% |
$137,657,375 |
+$62,991,548 |
2,459,485 |
+84% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2025 |
| SHYF |
SHYFT GROUP, INC. |
Common Stock |
10% |
$43,489,273 |
+$5,828,865 |
3,579,364 |
+15% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Jun 2025 |
| VREX |
Varex Imaging Corp |
Common Stock |
10% |
$36,167,204 |
+$3,016,915 |
4,244,977 |
+9.1% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Jun 2025 |
| PLOW |
DOUGLAS DYNAMICS, INC |
Common Stock |
10% |
$55,950,953 |
+$1,262,500 |
2,325,476 |
+2.3% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Apr 2025 |
| MGA |
MAGNA INTERNATIONAL INC |
Common Stock |
10% |
$990,426,283 |
+$50,317,877 |
28,289,811 |
+5.4% |
PZENA INVESTMENT MANAGEMENT LLC |
31 Jan 2025 |
| MBUU |
MALIBU BOATS, INC. |
Common Stock |
9% |
$48,576,407 |
+$4,700,519 |
1,721,957 |
+11% |
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2025 |
| ARCO |
Arcos Dorados Holdings Inc. |
Common Stock |
8.7% |
$77,134,234 |
+$33,033,231 |
11,427,294 |
+75% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2025 |
| AVT |
AVNET INC |
Common Stock |
8.5% |
$382,487,407 |
|
7,364,024 |
|
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2024 |
| OEC |
Orion S.A. |
Common Stock |
8.1% |
$48,016,627 |
+$9,747,806 |
4,577,197 |
+25% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Jun 2025 |
| AMWD |
AMERICAN WOODMARK CORP |
Common Stock |
7.9% |
$61,286,425 |
+$16,419,654 |
1,148,331 |
+37% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Jun 2025 |
| AAP |
ADVANCE AUTO PARTS INC |
Common Stock |
7.2% |
$142,054,014 |
+$34,310,666 |
4,312,508 |
+32% |
PZENA INVESTMENT MANAGEMENT LLC |
31 Mar 2025 |
| MRC |
MRC GLOBAL INC. |
Common Stock |
6.8% |
$67,229,715 |
|
5,770,791 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2024 |
| USNA |
USANA HEALTH SCIENCES INC |
Common Stock |
6.6% |
$33,406,921 |
+$4,490,060 |
1,212,588 |
+16% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2025 |
| KOP |
Koppers Holdings Inc. |
Common Stock |
6.1% |
$31,009,518 |
|
1,221,328 |
|
PZENA INVESTMENT MANAGEMENT LLC |
31 Mar 2025 |
| AEBI |
Aebi Schmidt Holding AG |
Common Stock |
5.9% |
$57,097,910 |
|
4,578,822 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2025 |
| TSN |
TYSON FOODS, INC. |
Common Stock |
5.5% |
$906,200,777 |
|
15,458,901 |
|
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2025 |
| DG |
DOLLAR GENERAL CORP |
Common Stock |
4.9% |
$1,431,803,778 |
-$143,066,421 |
10,784,083 |
-9.1% |
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2025 |
| SSNC |
SS&C Technologies Holdings Inc |
Common Stock |
4.7% |
$848,109,485 |
|
11,667,485 |
|
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2024 |
| CNO |
CNO Financial Group, Inc. |
Common Stock |
4.3% |
$181,192,886 |
|
4,577,890 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2024 |
| PAHC |
PHIBRO ANIMAL HEALTH CORP |
Class A |
3.6% |
$13,043,417 |
-$13,280,199 |
723,830 |
-50% |
PZENA INVESTMENT MANAGEMENT LLC |
31 Mar 2025 |
| TRS |
TRIMAS CORP |
Common Stock |
3.2% |
$50,319,650 |
|
1,302,265 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2025 |
| EQH |
Equitable Holdings, Inc. |
Common Stock |
2.6% |
$420,134,649 |
-$422,656,262 |
8,234,705 |
-50% |
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2024 |
| SCSC |
SCANSOURCE, INC. |
Common Stock |
2.1% |
$16,958,019 |
|
514,503 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2024 |
| TILE |
INTERFACE INC |
Common Stock |
0.5% |
$5,901,761 |
|
317,299 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2024 |
| GIL |
Gildan Activewear Inc. |
Common Stock |
0.4% |
$27,042,475 |
|
636,743 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2024 |
| SCS |
STEELCASE INC |
Common Stock |
0.3% |
$6,734,815 |
-$83,383,708 |
391,559 |
-93% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2025 |
| JELD |
JELD-WEN Holding, Inc. |
Common Stock |
0% |
$0 |
-$55,062,369 |
0 |
-100% |
PZENA INVESTMENT MANAGEMENT LLC |
28 Apr 2025 |