{
 "manager": "Pzena Investment Management",
 "page": "https://www.moatshark.com/m/pzena-investment-management",
 "form": "13F-HR",
 "period": "2026-06-30",
 "filed": "2026-08-07",
 "previous_period": "2026-03-31",
 "filing_url": "https://www.sec.gov/Archives/edgar/data/1027796/000102779626000049/0001027796-26-000049-index.htm",
 "total_value_usd": 34066282976,
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holdings": [
  {
   "company": "Magna International",
   "ticker": "MGA",
   "moatshark_slug": "mga",
   "sector": "Consumer discretionary",
   "value_usd": 2227312133,
   "shares": 23882824,
   "portfolio_pct": 6.54,
   "previous_pct": 6.39,
   "change": "REDUCE",
   "share_change_pct": -5.7,
   "quarters_held": 15
  },
  {
   "company": "Humana",
   "ticker": "HUM",
   "moatshark_slug": "hum",
   "sector": "Health care",
   "value_usd": 1749013682,
   "shares": 4403136,
   "portfolio_pct": 5.13,
   "previous_pct": 3.08,
   "change": "REDUCE",
   "share_change_pct": -19.5,
   "quarters_held": 12
  },
  {
   "company": "Baxter International",
   "ticker": "BAX",
   "moatshark_slug": "bax",
   "sector": "Health care",
   "value_usd": 1392097779,
   "shares": 65295393,
   "portfolio_pct": 4.09,
   "previous_pct": 3.52,
   "change": "ADD",
   "share_change_pct": 1.2,
   "quarters_held": 12
  },
  {
   "company": "CVS Health",
   "ticker": "CVS",
   "moatshark_slug": "cvs",
   "sector": "Consumer staples",
   "value_usd": 1217558500,
   "shares": 11769536,
   "portfolio_pct": 3.57,
   "previous_pct": 3.21,
   "change": "REDUCE",
   "share_change_pct": -14.5,
   "quarters_held": 11
  },
  {
   "company": "Dollar General",
   "ticker": "DG",
   "moatshark_slug": "dg",
   "sector": "Consumer discretionary",
   "value_usd": 1176661326,
   "shares": 10222060,
   "portfolio_pct": 3.45,
   "previous_pct": 2.66,
   "change": "ADD",
   "share_change_pct": 48.2,
   "quarters_held": 10
  },
  {
   "company": "Skyworks Solutions",
   "ticker": "SWKS",
   "moatshark_slug": "swks",
   "sector": "Technology",
   "value_usd": 1082972112,
   "shares": 15973040,
   "portfolio_pct": 3.18,
   "previous_pct": 2.8,
   "change": "REDUCE",
   "share_change_pct": -0.8,
   "quarters_held": 11
  },
  {
   "company": "Cognizant Technology Solutions",
   "ticker": "CTSH",
   "moatshark_slug": "ctsh",
   "sector": "Technology",
   "value_usd": 1027474831,
   "shares": 26529172,
   "portfolio_pct": 3.02,
   "previous_pct": 4.04,
   "change": "ADD",
   "share_change_pct": 30.9,
   "quarters_held": 46
  },
  {
   "company": "Bristol-Myers Squibb",
   "ticker": "BMY",
   "moatshark_slug": "bmy",
   "sector": "Health care",
   "value_usd": 979945875,
   "shares": 17007044,
   "portfolio_pct": 2.88,
   "previous_pct": 3.37,
   "change": "REDUCE",
   "share_change_pct": -0.5,
   "quarters_held": 28
  },
  {
   "company": "Tyson Foods",
   "ticker": "TSN",
   "moatshark_slug": "tsn",
   "sector": "Consumer staples",
   "value_usd": 974203270,
   "shares": 17016651,
   "portfolio_pct": 2.86,
   "previous_pct": 3.57,
   "change": "REDUCE",
   "share_change_pct": -0.8,
   "quarters_held": 12
  },
  {
   "company": "Corebridge Financial",
   "ticker": "CRBG",
   "moatshark_slug": "crbg",
   "sector": "Insurance",
   "value_usd": 967399884,
   "shares": 33789727,
   "portfolio_pct": 2.84,
   "previous_pct": 2.1,
   "change": "ADD",
   "share_change_pct": 24.9,
   "quarters_held": 12
  },
  {
   "company": "PPG Industries",
   "ticker": "PPG",
   "moatshark_slug": "ppg",
   "sector": "Materials",
   "value_usd": 946964155,
   "shares": 7807438,
   "portfolio_pct": 2.78,
   "previous_pct": 2.6,
   "change": "ADD",
   "share_change_pct": 4.4,
   "quarters_held": 6
  },
  {
   "company": "MetLife",
   "ticker": "MET",
   "moatshark_slug": "met",
   "sector": "Insurance",
   "value_usd": 941792472,
   "shares": 11130983,
   "portfolio_pct": 2.76,
   "previous_pct": 2.6,
   "change": "REDUCE",
   "share_change_pct": -1.5,
   "quarters_held": 53
  },
  {
   "company": "Capital One Financial",
   "ticker": "COF",
   "moatshark_slug": "cof",
   "sector": "Financials",
   "value_usd": 921632231,
   "shares": 4593920,
   "portfolio_pct": 2.71,
   "previous_pct": 2.71,
   "change": "ADD",
   "share_change_pct": 0.3,
   "quarters_held": 40
  },
  {
   "company": "UBS Group",
   "ticker": "UBS",
   "moatshark_slug": "ubs",
   "sector": "Financials",
   "value_usd": 905521392,
   "shares": 22604129,
   "portfolio_pct": 2.66,
   "previous_pct": 2.65,
   "change": "REDUCE",
   "share_change_pct": -14.8,
   "quarters_held": 47
  },
  {
   "company": "Lear Corporation (LEA)",
   "ticker": "LEA",
   "moatshark_slug": "lea",
   "sector": "Consumer discretionary",
   "value_usd": 889945647,
   "shares": 6638413,
   "portfolio_pct": 2.61,
   "previous_pct": 2.66,
   "change": "REDUCE",
   "share_change_pct": -1.8,
   "quarters_held": 31
  },
  {
   "company": "Global Payments",
   "ticker": "GPN",
   "moatshark_slug": "gpn",
   "sector": "Financials",
   "value_usd": 848344310,
   "shares": 11691625,
   "portfolio_pct": 2.49,
   "previous_pct": 2.54,
   "change": "ADD",
   "share_change_pct": 0.7,
   "quarters_held": 12
  },
  {
   "company": "Citigroup",
   "ticker": "C",
   "moatshark_slug": "c",
   "sector": "Financials",
   "value_usd": 776608508,
   "shares": 5548789,
   "portfolio_pct": 2.28,
   "previous_pct": 3.01,
   "change": "REDUCE",
   "share_change_pct": -32.1,
   "quarters_held": 53
  },
  {
   "company": "Wells Fargo & Company",
   "ticker": "WFC",
   "moatshark_slug": "wfc",
   "sector": "Financials",
   "value_usd": 729501955,
   "shares": 8827468,
   "portfolio_pct": 2.14,
   "previous_pct": 2.27,
   "change": "ADD",
   "share_change_pct": 0.6,
   "quarters_held": 53
  },
  {
   "company": "Amdocs",
   "ticker": "DOX",
   "moatshark_slug": "dox",
   "sector": "Technology",
   "value_usd": 706818578,
   "shares": 13985330,
   "portfolio_pct": 2.07,
   "previous_pct": 2.69,
   "change": "ADD",
   "share_change_pct": 10.3,
   "quarters_held": 39
  },
  {
   "company": "Ss&C Technologies Holdings",
   "ticker": "SSNC",
   "moatshark_slug": "ssnc",
   "sector": "Technology",
   "value_usd": 684819044,
   "shares": 11036568,
   "portfolio_pct": 2.01,
   "previous_pct": 2.13,
   "change": "ADD",
   "share_change_pct": 13.8,
   "quarters_held": 21
  },
  {
   "company": "NOV",
   "ticker": "NOV",
   "moatshark_slug": "nov",
   "sector": "Industrials",
   "value_usd": 674776414,
   "shares": 36376087,
   "portfolio_pct": 1.98,
   "previous_pct": 2.29,
   "change": "REDUCE",
   "share_change_pct": -3.1,
   "quarters_held": 22
  },
  {
   "company": "Accenture",
   "ticker": "ACN",
   "moatshark_slug": "acn",
   "sector": "Technology",
   "value_usd": 639892324,
   "shares": 5142176,
   "portfolio_pct": 1.88,
   "previous_pct": 1.55,
   "change": "ADD",
   "share_change_pct": 113.8,
   "quarters_held": 4
  },
  {
   "company": "PVH",
   "ticker": "PVH",
   "moatshark_slug": "pvh",
   "sector": "Consumer discretionary",
   "value_usd": 444570634,
   "shares": 5986677,
   "portfolio_pct": 1.31,
   "previous_pct": 1.31,
   "change": "ADD",
   "share_change_pct": 3.8,
   "quarters_held": 30
  },
  {
   "company": "LKQ",
   "ticker": "LKQ",
   "moatshark_slug": "lkq",
   "sector": "Industrials",
   "value_usd": 398696364,
   "shares": 15142285,
   "portfolio_pct": 1.17,
   "previous_pct": 0.59,
   "change": "ADD",
   "share_change_pct": 142.9,
   "quarters_held": 6
  },
  {
   "company": "CDW",
   "ticker": "CDW",
   "moatshark_slug": "cdw",
   "sector": "Consumer discretionary",
   "value_usd": 371134896,
   "shares": 2638900,
   "portfolio_pct": 1.09,
   "previous_pct": 0.44,
   "change": "ADD",
   "share_change_pct": 136.6,
   "quarters_held": 2
  },
  {
   "company": "Bank of America",
   "ticker": "BAC",
   "moatshark_slug": "bac",
   "sector": "Financials",
   "value_usd": 359564484,
   "shares": 6310363,
   "portfolio_pct": 1.06,
   "previous_pct": 1.02,
   "change": "REDUCE",
   "share_change_pct": -1.7,
   "quarters_held": 53
  },
  {
   "company": "DOW",
   "ticker": "DOW",
   "moatshark_slug": "dow",
   "sector": "Materials",
   "value_usd": 342191821,
   "shares": 12507011,
   "portfolio_pct": 1,
   "previous_pct": 2.56,
   "change": "REDUCE",
   "share_change_pct": -34,
   "quarters_held": 26
  },
  {
   "company": "Fresenius Medical Care",
   "ticker": "FMS",
   "moatshark_slug": "fms",
   "sector": "Health care",
   "value_usd": 338970952,
   "shares": 14992081,
   "portfolio_pct": 1,
   "previous_pct": 1.1,
   "change": "REDUCE",
   "share_change_pct": -0.4,
   "quarters_held": 20
  },
  {
   "company": "Credicorp",
   "ticker": "BAP",
   "moatshark_slug": "bap",
   "sector": "Financials",
   "value_usd": 325910551,
   "shares": 836569,
   "portfolio_pct": 0.96,
   "previous_pct": 1,
   "change": "REDUCE",
   "share_change_pct": -8.3,
   "quarters_held": 16
  },
  {
   "company": "Voya Financial",
   "ticker": "VOYA",
   "moatshark_slug": "voya",
   "sector": "Insurance",
   "value_usd": 319538852,
   "shares": 3529646,
   "portfolio_pct": 0.94,
   "previous_pct": 0.81,
   "change": "REDUCE",
   "share_change_pct": -3.9,
   "quarters_held": 49
  },
  {
   "company": "Newell Brands",
   "ticker": "NWL",
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   "sector": "Other",
   "value_usd": 294662677,
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   "portfolio_pct": 0.86,
   "previous_pct": 0.53,
   "change": "ADD",
   "share_change_pct": 0.4,
   "quarters_held": 33
  },
  {
   "company": "Universal Health Services",
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   "moatshark_slug": "uhs",
   "sector": "Health care",
   "value_usd": 292819232,
   "shares": 1969327,
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   "previous_pct": 1.11,
   "change": "ADD",
   "share_change_pct": 3,
   "quarters_held": 11
  },
  {
   "company": "Avnet",
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   "moatshark_slug": "avt",
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   "value_usd": 277153484,
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   "portfolio_pct": 0.81,
   "previous_pct": 1.14,
   "change": "REDUCE",
   "share_change_pct": -45.2,
   "quarters_held": 53
  },
  {
   "company": "Advance Auto Parts",
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   "sector": "Consumer discretionary",
   "value_usd": 273114752,
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   "portfolio_pct": 0.8,
   "previous_pct": 0.74,
   "change": "ADD",
   "share_change_pct": 2.1,
   "quarters_held": 12
  },
  {
   "company": "Kaspi Kz Jsc",
   "ticker": "KSPI",
   "moatshark_slug": "kspi",
   "sector": "Financials",
   "value_usd": 266148376,
   "shares": 3071888,
   "portfolio_pct": 0.78,
   "previous_pct": 0.64,
   "change": "ADD",
   "share_change_pct": 14.9,
   "quarters_held": 9
  },
  {
   "company": "Medtronic",
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   "moatshark_slug": "mdt",
   "sector": "Health care",
   "value_usd": 246267980,
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   "portfolio_pct": 0.72,
   "previous_pct": 0.89,
   "change": "REDUCE",
   "share_change_pct": -0.3,
   "quarters_held": 14
  },
  {
   "company": "Delta Air Lines",
   "ticker": "DAL",
   "moatshark_slug": "dal",
   "sector": "Industrials",
   "value_usd": 245268098,
   "shares": 2618707,
   "portfolio_pct": 0.72,
   "previous_pct": 0.61,
   "change": "REDUCE",
   "share_change_pct": -6.7,
   "quarters_held": 8
  },
  {
   "company": "Equitable Holdings",
   "ticker": "EQH",
   "moatshark_slug": "eqh",
   "sector": "Insurance",
   "value_usd": 244051960,
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   "portfolio_pct": 0.72,
   "previous_pct": 0.54,
   "change": "ADD",
   "share_change_pct": 24.6,
   "quarters_held": 26
  },
  {
   "company": "Globe Life",
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   "sector": "Insurance",
   "value_usd": 242256309,
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   "portfolio_pct": 0.71,
   "previous_pct": 0.46,
   "change": "ADD",
   "share_change_pct": 32.1,
   "quarters_held": 28
  },
  {
   "company": "Workday",
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   "moatshark_slug": "wday",
   "sector": "Technology",
   "value_usd": 241322874,
   "shares": 1971270,
   "portfolio_pct": 0.71,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Spectrum Brands Holdings",
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   "moatshark_slug": "spb",
   "sector": "Industrials",
   "value_usd": 207584286,
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   "portfolio_pct": 0.61,
   "previous_pct": 0.56,
   "change": "ADD",
   "share_change_pct": 3.5,
   "quarters_held": 30
  },
  {
   "company": "Magnum ICE Cream",
   "ticker": "MICC",
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   "sector": "Consumer staples",
   "value_usd": 201109348,
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   "portfolio_pct": 0.59,
   "previous_pct": 0.29,
   "change": "ADD",
   "share_change_pct": 87.6,
   "quarters_held": 2
  },
  {
   "company": "Shell",
   "ticker": "RDS.A",
   "moatshark_slug": "rds-a",
   "sector": "Energy",
   "value_usd": 200149649,
   "shares": 2581244,
   "portfolio_pct": 0.59,
   "previous_pct": 0.97,
   "change": "REDUCE",
   "share_change_pct": -19.2,
   "quarters_held": 18
  },
  {
   "company": "Robert Half",
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   "moatshark_slug": "rhi",
   "sector": "Industrials",
   "value_usd": 191024764,
   "shares": 6222305,
   "portfolio_pct": 0.56,
   "previous_pct": 0.49,
   "change": "ADD",
   "share_change_pct": 4.3,
   "quarters_held": 11
  },
  {
   "company": "ZTO Express Cayman",
   "ticker": "ZTO",
   "moatshark_slug": "zto",
   "sector": "Industrials",
   "value_usd": 163873768,
   "shares": 7322331,
   "portfolio_pct": 0.48,
   "previous_pct": 0.61,
   "change": "REDUCE",
   "share_change_pct": -1.9,
   "quarters_held": 12
  },
  {
   "company": "Masterbrand",
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   "sector": "Other",
   "value_usd": 157740380,
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   "portfolio_pct": 0.46,
   "previous_pct": 0.1,
   "change": "ADD",
   "share_change_pct": 301.9,
   "quarters_held": 15
  },
  {
   "company": "Cigna Group",
   "ticker": "CI",
   "moatshark_slug": "ci",
   "sector": "Health care",
   "value_usd": 154942084,
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   "portfolio_pct": 0.45,
   "previous_pct": 0.5,
   "change": "REDUCE",
   "share_change_pct": -2.8,
   "quarters_held": 31
  },
  {
   "company": "Cisco Systems",
   "ticker": "CSCO",
   "moatshark_slug": "csco",
   "sector": "Technology",
   "value_usd": 150504904,
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   "portfolio_pct": 0.44,
   "previous_pct": 0.33,
   "change": "REDUCE",
   "share_change_pct": -2.1,
   "quarters_held": 53
  },
  {
   "company": "Pfizer",
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   "moatshark_slug": "pfe",
   "sector": "Health care",
   "value_usd": 143490842,
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   "portfolio_pct": 0.42,
   "previous_pct": 0.54,
   "change": "ADD",
   "share_change_pct": 0.6,
   "quarters_held": 47
  },
  {
   "company": "Mohawk Industries",
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   "value_usd": 138660899,
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   "portfolio_pct": 0.41,
   "previous_pct": 0.37,
   "change": "REDUCE",
   "share_change_pct": -0.9,
   "quarters_held": 30
  },
  {
   "company": "Halliburton",
   "ticker": "HAL",
   "moatshark_slug": "hal",
   "sector": "Energy",
   "value_usd": 133277583,
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   "portfolio_pct": 0.39,
   "previous_pct": 0.51,
   "change": "REDUCE",
   "share_change_pct": -3.5,
   "quarters_held": 42
  },
  {
   "company": "Ke Holdings",
   "ticker": "BEKE",
   "moatshark_slug": "beke",
   "sector": "Real estate",
   "value_usd": 128992153,
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   "portfolio_pct": 0.38,
   "previous_pct": null,
   "change": "NEW",
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   "quarters_held": 1
  },
  {
   "company": "KT",
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   "moatshark_slug": "kt",
   "sector": "Communication and media",
   "value_usd": 125910720,
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   "portfolio_pct": 0.37,
   "previous_pct": 0.5,
   "change": "ADD",
   "share_change_pct": 1.5,
   "quarters_held": 2
  },
  {
   "company": "CNO Financial Group",
   "ticker": "CNO",
   "moatshark_slug": "cno",
   "sector": "Insurance",
   "value_usd": 124476082,
   "shares": 2441665,
   "portfolio_pct": 0.37,
   "previous_pct": 0.33,
   "change": "REDUCE",
   "share_change_pct": -1.2,
   "quarters_held": 30
  },
  {
   "company": "TE Connectivity",
   "ticker": "TEL",
   "moatshark_slug": "tel",
   "sector": "Industrials",
   "value_usd": 112021976,
   "shares": 555637,
   "portfolio_pct": 0.33,
   "previous_pct": 0.41,
   "change": "REDUCE",
   "share_change_pct": -8,
   "quarters_held": 8
  },
  {
   "company": "Globant",
   "ticker": "GLOB",
   "moatshark_slug": "glob",
   "sector": "Technology",
   "value_usd": 111700239,
   "shares": 3859718,
   "portfolio_pct": 0.33,
   "previous_pct": 0.44,
   "change": "ADD",
   "share_change_pct": 30,
   "quarters_held": 2
  },
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