Richard Pzena - Pzena Investment Management 13F Activity & Position Changes (Q4 2013)

According to the SEC 13F filed on Aug 07, 2026, the Pzena Investment Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2013. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q4 2013, the filing reported:

New Buys - Columbus McKinnon Corporation, Corning Incorporated, Murphy USA Inc., News Corporation, ON Semiconductor Corporation, and 3 more

Increases - AECOM, ARC Document Solutions, Inc., Bank of America Corporation, Popular, Inc., Chemed Corp, and 33 more

Reductions - Abbott Laboratories, AMERICAN EQUITY INVT LIFE HL, American International Group, I, Assurant, Inc., Allstate Corporation (The), and 31 more

Complete Exits - Curtiss-Wright Corporation, Huntington Ingalls Industries, , Enviri Corporation, Skechers U.S.A., Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Showing 30 of 86 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2013	ABT Abbott Laboratories	Abbott Laboratories	Sell	-22,719	-0.4%	$246.33M	6,426,564
Q4 2013	ACM AECOM	AECOM	Buy	+19,350	+5.3%	$11.31M	384,425
Q4 2013	AELEUR AMERICAN EQUITY INVT LIFE HL	AMERICAN EQUITY INVT LIFE HL	Sell	-243,730	-15.5%	$35.09M	1,330,127
Q4 2013	AIG American International Group, I	American International Group, I	Sell	-188,987	-1.8%	$525.97M	10,302,937
Q4 2013	AIZ Assurant, Inc.	Assurant, Inc.	Sell	-145,429	-11.8%	$72.40M	1,090,868
Q4 2013	ALL Allstate Corporation (The)	Allstate Corporation (The)	Sell	-580,031	-36.1%	$56.02M	1,027,165
Q4 2013	ARC ARC Document Solutions, Inc.	ARC Document Solutions, Inc.	Buy	+95,074	+3.9%	$21.00M	2,554,462
Q4 2013	AVT Avnet, Inc.	Avnet, Inc.	Sell	-62,592	-1.3%	$208.36M	4,723,594
Q4 2013	AXS Axis Capital	Axis Capital	Sell	-121,578	-2.1%	$263.85M	5,546,522
Q4 2013	BAC Bank of America Corporation	Bank of America Corporation	Buy	+1,031,100	+4.1%	$408.49M	26,235,806
Q4 2013	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-58,641	-2.2%	$291.11M	2,634,751
Q4 2013	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Sell	-142,593	-4.2%	$186.45M	3,229,729
Q4 2013	BP BP p.l.c.	BP p.l.c.	Sell	-211,446	-1.9%	$528.23M	10,866,679
Q4 2013	BPOP Popular, Inc.	Popular, Inc.	Buy	+27,525	+32.9%	$3.20M	111,303
Q4 2013	BRC Brady Corporation	Brady Corporation	Sell	-256,110	-18.3%	$35.41M	1,144,940
Q4 2013	C Citigroup, Inc.	Citigroup, Inc.	Sell	-43,747	-0.5%	$418.44M	8,029,964
Q4 2013	CHE Chemed Corp	Chemed Corp	Buy	+1,400	+0.4%	$27.76M	362,343
Q4 2013	CMA Comerica Incorporated	Comerica Incorporated	Buy	+1,914,434	+98.3%	$183.59M	3,861,810
Q4 2013	CMCO Columbus McKinnon Corporation	Columbus McKinnon Corporation	Buy - Position Entry	+701,904	-	$19.05M	701,904
Q4 2013	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+607,375	+18.9%	$85.97M	3,829,275
Q4 2013	CW Curtiss-Wright Corporation	Curtiss-Wright Corporation	Sell - Position Exit	-223,731	-100.0%	$0.00	-
Q4 2013	DAN Dana Incorporated	Dana Incorporated	Buy	+667,052	+38.2%	$47.38M	2,414,609
Q4 2013	DGX Quest Diagnostics Incorporated	Quest Diagnostics Incorporated	Buy	+544,400	+81.2%	$65.05M	1,215,050
Q4 2013	DIOD Diodes Incorporated	Diodes Incorporated	Buy	+190,539	+15.4%	$33.68M	1,429,730
Q4 2013	DOOREUR MASONITE INTERNATIONAL CORP	MASONITE INTERNATIONAL CORP	Buy	+238,966	+31.5%	$59.90M	998,326
Q4 2013	DRH Diamondrock Hospitality Company	Diamondrock Hospitality Company	Buy	+14,100	+0.7%	$24.76M	2,144,094
Q4 2013	E ENI S.p.A.	ENI S.p.A.	Buy	+2,825	+11.4%	$1.33M	27,500
Q4 2013	ETR Entergy Corporation	Entergy Corporation	Buy	+44,932	+1.2%	$236.82M	3,743,077
Q4 2013	FITB Fifth Third Bancorp	Fifth Third Bancorp	Sell	-9,250	-0.4%	$49.80M	2,368,300
Q4 2013	FLEX Flex Ltd.	Flex Ltd.	Buy	+2,268,509	+354.2%	$22.60M	2,908,950