Pzena Investment Management LLC Buys Westinghouse Air Brake Technologies Corp, Gildan Activewear Inc, Avnet Inc, Sells Anixter International Inc, Walmart Inc, Merck Inc

• New Purchases: OLN, NEX, MSM, VAL, DAN, SCBFY, EXPE, HUM, LEN, MMS, VTR,
• Added Positions: WAB, GIL, HAL, AVT, FTI, AXS, NOV, LEA, WBS, HOFT, CAR, CNO, R, SMCI, MYL, CVE, TEX, EIX, IPG, SPB, EQH, AMGN, IVZ, KEY, FITB, CTSH, FLEX, AGR, SVC, BKR, SNA, MHK, CAH, BIIB, UVV, MCK, AIG, JNPR, HPE, K, G, REVG, GE, RF, UBS, TSM, SYKE, SCSC, WFC, HOPE, ALL, THG, ASB, MPAA, MUR, JELD, IBN, TRS, FMBI, VOYA, GTS, BIDU, AEL, GL, RE, LM, DOOR, ARW, CLS, ACM, ARGO, WSFS, WLTW, HIG, TCF, NSIT, VREX, RLGY, DRH, SNV, HRB, BRX, DNFGY, CDGXY, STWD, VZ, JCOM, UNH, KB, LAMR, LNVGY, SSL, CB, RNR,
• Reduced Positions: AXE, WMT, MRK, ORCL, JPM, BAC, KBR, SLB, ROCK, OMC, ETR, PVH, CSL, JBL, EPAC, NWSA, KKR, MET, GS, BMY, INTC, SCS, CBRE, HNHPF, WLMIY, PCFBY, APO, AES,
• Sold Out: CJ, FL, CS, ACWI, ARC, VIV, CIDHY, WAIR, NLY, UAL, WU, VER,

For the details of Richard Pzena's stock buys and sells, go to https://www.gurufocus.com/guru/richard+pzena/current-portfolio/portfolio

1. Halliburton Co (HAL) - 31,566,930 shares, 3.61% of the total portfolio. Shares added by 18.24%
2. National Oilwell Varco Inc (NOV) - 29,696,759 shares, 3.47% of the total portfolio. Shares added by 8.04%
3. General Electric Co (GE) - 64,303,114 shares, 3.35% of the total portfolio. Shares added by 1.47%
4. Lear Corp (LEA) - 4,553,308 shares, 2.92% of the total portfolio. Shares added by 8.63%
5. Citigroup Inc (C) - 7,580,561 shares, 2.83% of the total portfolio. Shares reduced by 0.56%

Pzena Investment Management LLC initiated holding in Olin Corp. The purchase prices were between $16.82 and $19.42, with an estimated average price of $17.89. The stock is now traded at around $16.05. The impact to a portfolio due to this purchase was 0.3%. The holding were 3,663,120 shares as of .

Pzena Investment Management LLC initiated holding in NexTier Oilfield Solutions Inc. The purchase prices were between $4.07 and $6.91, with an estimated average price of $5.41. The stock is now traded at around $5.21. The impact to a portfolio due to this purchase was 0.25%. The holding were 7,886,281 shares as of .

Pzena Investment Management LLC initiated holding in MSC Industrial Direct Co Inc. The purchase prices were between $67.52 and $79.28, with an estimated average price of $74.01. The stock is now traded at around $70.24. The impact to a portfolio due to this purchase was 0.15%. The holding were 410,056 shares as of .

Pzena Investment Management LLC initiated holding in Valaris PLC. The purchase prices were between $3.52 and $6.56, with an estimated average price of $4.89. The stock is now traded at around $5.24. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,264,044 shares as of .

Pzena Investment Management LLC initiated holding in Dana Inc. The purchase prices were between $13.09 and $18.96, with an estimated average price of $16.76. The stock is now traded at around $15.93. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,432,829 shares as of .

Pzena Investment Management LLC initiated holding in Standard Chartered PLC. The purchase prices were between $15.65 and $19.65, with an estimated average price of $17.82. The stock is now traded at around $16.63. The impact to a portfolio due to this purchase was 0.02%. The holding were 167,706 shares as of .

Pzena Investment Management LLC added to a holding in Westinghouse Air Brake Technologies Corp by 46.70%. The purchase prices were between $63.59 and $80.97, with an estimated average price of $74.23. The stock is now traded at around $77.44. The impact to a portfolio due to this purchase was 0.75%. The holding were 6,535,590 shares as of .

Pzena Investment Management LLC added to a holding in Gildan Activewear Inc by 132.73%. The purchase prices were between $25.53 and $35.38, with an estimated average price of $29.18. The stock is now traded at around $28.30. The impact to a portfolio due to this purchase was 0.67%. The holding were 8,489,008 shares as of .

Pzena Investment Management LLC added to a holding in Avnet Inc by 26.95%. The purchase prices were between $39.17 and $43.81, with an estimated average price of $41.17. The stock is now traded at around $35.97. The impact to a portfolio due to this purchase was 0.38%. The holding were 8,996,453 shares as of .

Pzena Investment Management LLC added to a holding in TechnipFMC PLC by 44.31%. The purchase prices were between $18.56 and $23.51, with an estimated average price of $20.79. The stock is now traded at around $16.82. The impact to a portfolio due to this purchase was 0.34%. The holding were 11,223,056 shares as of .

Pzena Investment Management LLC added to a holding in Axis Capital Holdings Ltd by 22.22%. The purchase prices were between $58.05 and $65.4, with an estimated average price of $60.37. The stock is now traded at around $64.80. The impact to a portfolio due to this purchase was 0.27%. The holding were 5,383,049 shares as of .

Pzena Investment Management LLC added to a holding in Webster Financial Corp by 62.86%. The purchase prices were between $42.41 and $53.59, with an estimated average price of $48.24. The stock is now traded at around $46.97. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,998,320 shares as of .

Pzena Investment Management LLC sold out a holding in C&J Energy Services Inc. The sale prices were between $7.36 and $10.13, with an estimated average price of $9.18.

Pzena Investment Management LLC sold out a holding in Foot Locker Inc. The sale prices were between $37.13 and $46.63, with an estimated average price of $42.07.

Pzena Investment Management LLC sold out a holding in iShares MSCI ACWI Index Fund. The sale prices were between $71.68 and $79.55, with an estimated average price of $76.58.

Pzena Investment Management LLC sold out a holding in Credit Suisse Group AG. The sale prices were between $11.42 and $13.63, with an estimated average price of $12.81.

Pzena Investment Management LLC sold out a holding in Telefonica Brasil SA. The sale prices were between $12.73 and $14.52, with an estimated average price of $13.37.

Pzena Investment Management LLC sold out a holding in China Agri-Industries Holdings Ltd. The sale prices were between $9.66 and $9.66, with an estimated average price of $9.66.

Pzena Investment Management LLC reduced to a holding in Anixter International Inc by 95.05%. The sale prices were between $66.46 and $92.97, with an estimated average price of $81.43. The stock is now traded at around $98.07. The impact to a portfolio due to this sale was -0.66%. Pzena Investment Management LLC still held 90,574 shares as of .

Pzena Investment Management LLC reduced to a holding in Walmart Inc by 46.56%. The sale prices were between $116.12 and $121.28, with an estimated average price of $119.15. The stock is now traded at around $116.45. The impact to a portfolio due to this sale was -0.41%. Pzena Investment Management LLC still held 736,701 shares as of .

Pzena Investment Management LLC reduced to a holding in Merck & Co Inc by 92.36%. The sale prices were between $81.3 and $91.74, with an estimated average price of $86.22. The stock is now traded at around $85.07. The impact to a portfolio due to this sale was -0.32%. Pzena Investment Management LLC still held 58,811 shares as of .

Pzena Investment Management LLC reduced to a holding in KBR Inc by 46.11%. The sale prices were between $23.66 and $30.67, with an estimated average price of $28.27. The stock is now traded at around $29.17. The impact to a portfolio due to this sale was -0.18%. Pzena Investment Management LLC still held 1,609,446 shares as of .

Pzena Investment Management LLC reduced to a holding in Schlumberger Ltd by 98.82%. The sale prices were between $30.71 and $40.79, with an estimated average price of $35.85. The stock is now traded at around $34.42. The impact to a portfolio due to this sale was -0.17%. Pzena Investment Management LLC still held 10,668 shares as of .

Pzena Investment Management LLC reduced to a holding in Gibraltar Industries Inc by 73%. The sale prices were between $44.09 and $54.3, with an estimated average price of $50.34. The stock is now traded at around $55.35. The impact to a portfolio due to this sale was -0.15%. Pzena Investment Management LLC still held 217,340 shares as of .