| LEA |
LEAR CORP |
Common Stock |
14% |
$600,771,241 |
|
7,764,912 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2024 |
| PVH |
PVH CORP. /DE/ |
Common Stock |
13% |
$462,887,911 |
+$17,616,151 |
6,465,818 |
+4% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Jun 2025 |
| HOFT |
HOOKER FURNISHINGS Corp |
Common Stock |
13% |
$14,372,987 |
+$1,315,705 |
1,416,002 |
+10% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2025 |
| GCO |
GENESCO INC |
Common Stock |
13% |
$26,445,334 |
+$6,644,314 |
1,399,224 |
+34% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Apr 2025 |
| NWL |
NEWELL BRANDS INC. |
Common Stock |
12% |
$241,725,023 |
|
49,432,520 |
|
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2024 |
| 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% |
$553,562,644 |
|
43,348,680 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2024 |
| BAX |
BAXTER INTERNATIONAL INC |
Common Stock |
11% |
$1,358,726,316 |
+$385,874,780 |
55,458,217 |
+40% |
PZENA INVESTMENT MANAGEMENT LLC |
31 Aug 2025 |
| HVT |
HAVERTY FURNITURE COMPANIES INC |
Common Stock |
10% |
$30,805,395 |
+$11,813,502 |
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% |
$32,643,800 |
+$4,375,247 |
3,579,364 |
+15% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Jun 2025 |
| VREX |
Varex Imaging Corp |
Common Stock |
10% |
$31,922,227 |
+$2,662,817 |
4,244,977 |
+9.1% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Jun 2025 |
| PLOW |
DOUGLAS DYNAMICS, INC |
Common Stock |
10% |
$52,044,153 |
+$1,174,346 |
2,325,476 |
+2.3% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Apr 2025 |
| MGA |
MAGNA INTERNATIONAL INC |
Common Stock |
10% |
$911,214,812 |
+$46,293,597 |
28,289,811 |
+5.4% |
PZENA INVESTMENT MANAGEMENT LLC |
31 Jan 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% |
$354,135,914 |
|
7,364,024 |
|
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2024 |
| SWKS |
SKYWORKS SOLUTIONS, INC. |
Common Stock |
8.2% |
$894,547,942 |
+$324,533,180 |
12,321,597 |
+57% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Jun 2025 |
| OEC |
Orion S.A. |
Common Stock |
8.1% |
$50,989,975 |
+$10,351,422 |
4,577,197 |
+25% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Jun 2025 |
| AMWD |
AMERICAN WOODMARK CORP |
Common Stock |
7.9% |
$70,817,573 |
+$18,973,207 |
1,148,331 |
+37% |
PZENA INVESTMENT MANAGEMENT LLC |
30 Jun 2025 |
| MBUU |
MALIBU BOATS, INC. |
Class A |
7.8% |
$41,216,272 |
|
1,555,331 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2024 |
| AAP |
ADVANCE AUTO PARTS INC |
Common Stock |
7.2% |
$139,121,508 |
+$33,602,371 |
4,312,508 |
+32% |
PZENA INVESTMENT MANAGEMENT LLC |
31 Mar 2025 |
| MRC |
MRC GLOBAL INC. |
Common Stock |
6.8% |
$66,248,681 |
|
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% |
$29,775,977 |
|
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 |
| DG |
DOLLAR GENERAL CORP |
Common Stock |
5.4% |
$1,056,159,802 |
|
11,861,633 |
|
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2024 |
| SSNC |
SS&C Technologies Holdings Inc |
Common Stock |
4.7% |
$908,430,382 |
|
11,667,485 |
|
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2024 |
| CNO |
CNO Financial Group, Inc. |
Common Stock |
4.3% |
$165,353,387 |
|
4,577,890 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2024 |
| PAHC |
PHIBRO ANIMAL HEALTH CORP |
Class A |
3.6% |
$15,461,009 |
-$15,741,679 |
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% |
$382,172,659 |
-$384,466,427 |
8,234,705 |
-50% |
PZENA INVESTMENT MANAGEMENT LLC |
31 Dec 2024 |
| SCSC |
SCANSOURCE, INC. |
Common Stock |
2.1% |
$15,965,028 |
|
514,503 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2024 |
| TILE |
INTERFACE INC |
Common Stock |
0.5% |
$6,190,503 |
|
317,299 |
|
PZENA INVESTMENT MANAGEMENT LLC |
30 Sep 2024 |
| GIL |
Gildan Activewear Inc. |
Common Stock |
0.4% |
$25,584,334 |
|
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 |
-$55,784,160 |
0 |
-100% |
PZENA INVESTMENT MANAGEMENT LLC |
28 Apr 2025 |