RP
Richard Pzena (Pzena Investment Management) disclosed new in OSHKOSH CORP
Richard Pzena (Pzena Investment Management) filed a 13F change in OSHKOSH CORP (688239201) on 2025-07-25, covering period end 2025-06-30.
Action
New
Capital
$59,709,210 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
158 changes from Richard Pzena (Pzena Investment Management), filed 2025-07-25 for period end 2025-06-30.
$30.8B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
21871X109 COREBRIDGE FINL INC | Increased | $410.5M | $664.7M | 1.33% |
83088M102 SKYWORKS SOLUTIONS INC | Increased | $408.0M | $909.7M | 1.33% |
256677105 DOLLAR GEN CORP NEW | Increased | $232.4M | $1.4B | 0.76% |
172967424 CITIGROUP INC | Increased | $209.0M | $1.2B | 0.68% |
559222401 MAGNA INTL INC | Increased | $161.5M | $1.6B | 0.53% |
14040H105 CAPITAL ONE FINL CORP | Increased | $155.5M | $1.2B | 0.51% |
260557103 DOW INC | Reduced | -$154.1M | $717.4M | 0.50% |
110122108 BRISTOL-MYERS SQUIBB CO | Reduced | -$133.7M | $687.1M | 0.43% |
949746101 WELLS FARGO CO NEW | Increased | $125.3M | $831.0M | 0.41% |
G98196101 WNS HLDGS LTD | New | $105.1M | $105.1M | 0.34% |
62955J103 NOV INC | Reduced | -$101.7M | $530.9M | 0.33% |
902494103 TYSON FOODS INC | Reduced | -$79.5M | $766.9M | 0.26% |
2.9452E+105 EQUITABLE HLDGS INC | Reduced | -$69.5M | $237.9M | 0.23% |
37940X102 GLOBAL PMTS INC | Increased | $68.4M | $884.5M | 0.22% |
654902204 NOKIA CORP | Reduced | -$68.4M | $355.7M | 0.22% |
71813109 BAXTER INTL INC | Reduced | -$67.6M | $1.2B | 0.22% |
47580P103 JELD-WEN HLDG INC | Sold out | -$61.6M | $0 | 0.20% |
501889208 LKQ CORP | Increased | $60.3M | $103.1M | 0.20% |
688239201 OSHKOSH CORP | New | $59.7M | $59.7M | 0.19% |
G87052109 TE CONNECTIVITY PLC | Increased | $59.1M | $407.9M | 0.19% |
16119P108 CHARTER COMMUNICATIONS INC N | Increased | $57.6M | $1.1B | 0.19% |
192446102 COGNIZANT TECHNOLOGY SOLUTIO | Increased | $55.4M | $1.4B | 0.18% |
G0457F107 ARCOS DORADOS HOLDINGS INC | New | $51.5M | $51.5M | 0.17% |
59156R108 METLIFE INC | Increased | $48.2M | $735.4M | 0.16% |
53807103 AVNET INC | Increased | $46.7M | $389.7M | 0.15% |
60505104 BANK AMERICA CORP | Increased | $46.1M | $311.2M | 0.15% |
521865204 LEAR CORP | Increased | $45.9M | $722.1M | 0.15% |
126650100 CVS HEALTH CORP | Reduced | -$42.8M | $1.2B | 0.14% |
879369106 TELEFLEX INCORPORATED | New | $42.1M | $42.1M | 0.14% |
693656100 PVH CORPORATION | Increased | $41.3M | $439.6M | 0.13% |
H42097107 UBS GROUP AG | Increased | $41.1M | $829.7M | 0.13% |
651229106 NEWELL BRANDS INC | Reduced | -$41.0M | $261.2M | 0.13% |
372460105 GENUINE PARTS CO | Increased | $36.4M | $72.3M | 0.12% |
358029106 FRESENIUS MEDICAL CARE AG | Increased | $36.0M | $418.9M | 0.12% |
406216101 HALLIBURTON CO | Increased | $35.7M | $76.1M | 0.12% |
00751Y106 ADVANCE AUTO PARTS INC | Increased | $35.2M | $204.3M | 0.11% |
G2519Y108 CREDICORP LTD | Increased | $35.1M | $229.7M | 0.11% |
G0084W101 ADIENT PLC | Increased | $31.1M | $81.2M | 0.10% |
247361702 DELTA AIR LINES INC DEL | Increased | $27.6M | $212.1M | 0.09% |
770323103 ROBERT HALF INC. | Increased | $25.7M | $97.6M | 0.08% |
46625H100 JPMORGAN CHASE & CO. | Increased | $22.7M | $99.2M | 0.07% |
617446448 MORGAN STANLEY | Increased | $22.4M | $111.4M | 0.07% |
913456109 UNIVERSAL CORP VA | Reduced | -$22.2M | $28.9M | 0.07% |
447011107 HUNTSMAN CORP | Reduced | -$21.4M | $55.3M | 0.07% |
825698103 SHYFT GROUP INC | Increased | $19.9M | $44.9M | 0.06% |
717081103 PFIZER INC | Reduced | -$19.9M | $159.0M | 0.06% |
G5960L103 MEDTRONIC PLC | Increased | $18.3M | $771.9M | 0.06% |
98980A105 ZTO EXPRESS CAYMAN INC | Reduced | -$18.0M | $135.3M | 0.06% |
235825205 DANA INC | Reduced | -$17.3M | $2.7M | 0.06% |
84790A105 SPECTRUM BRANDS HLDGS INC NE | Reduced | -$17.3M | $78.1M | 0.06% |
444859102 HUMANA INC | Reduced | -$16.5M | $996.7M | 0.05% |
929089100 VOYA FINANCIAL INC | Increased | $16.1M | $259.9M | 0.05% |
125523100 THE CIGNA GROUP | Increased | $16.0M | $173.1M | 0.05% |
71742Q106 PHIBRO ANIMAL HEALTH CORP | Sold out | -$15.5M | $0 | 0.05% |
38141G104 GOLDMAN SACHS GROUP INC | Increased | $14.7M | $89.4M | 0.05% |
25960R105 DOUGLAS DYNAMICS INC | Increased | $14.4M | $67.2M | 0.05% |
929740108 WABTEC | Increased | $13.1M | $75.5M | 0.04% |
419596101 HAVERTY FURNITURE COS INC | Increased | $12.7M | $31.8M | 0.04% |
G4388N106 HELEN OF TROY LTD | Reduced | -$12.5M | $28.0M | 0.04% |
76118Y104 RESIDEO TECHNOLOGIES INC | Increased | $12.5M | $59.3M | 0.04% |
896215209 TRIMAS CORP | Increased | $12.3M | $62.3M | 0.04% |
680665205 OLIN CORP | Reduced | -$11.9M | $76.9M | 0.04% |
30506109 AMERICAN WOODMARK CORPORATIO | Increased | $11.8M | $61.3M | 0.04% |
824596100 SHINHAN FINANCIAL GROUP CO L | Increased | $11.8M | $46.4M | 0.04% |
12504L109 CBRE GROUP INC | Reduced | -$11.4M | $41.4M | 0.04% |
40415F101 HDFC BANK LTD | Increased | $10.7M | $44.7M | 0.03% |
G02602103 AMDOCS LTD | Increased | $10.4M | $597.7M | 0.03% |
55345K103 MRC GLOBAL INC | Increased | $10.2M | $71.6M | 0.03% |
693506107 PPG INDS INC | Increased | $10.0M | $115.3M | 0.03% |
48581R205 KASPI KZ JSC | Increased | $9.6M | $142.7M | 0.03% |
18581108 BREAD FINANCIAL HOLDINGS INC | Increased | $9.2M | $45.7M | 0.03% |
369550108 GENERAL DYNAMICS CORP | Increased | $9.1M | $85.0M | 0.03% |
806037107 SCANSOURCE INC | Increased | $8.7M | $40.8M | 0.03% |
29415F104 ENVISTA HOLDINGS CORPORATION | Increased | $8.5M | $48.1M | 0.03% |
1.2621E+107 CNO FINL GROUP INC | Reduced | -$8.4M | $98.5M | 0.03% |
57638P104 MASTERBRAND INC | Increased | $8.1M | $45.4M | 0.03% |
500643200 KORN FERRY | Increased | $7.9M | $60.0M | 0.03% |
02319V103 AMBEV SA | Reduced | -$7.4M | $24.9M | 0.02% |
92214X106 VAREX IMAGING CORP | Reduced | -$7.3M | $36.8M | 0.02% |
525327102 LEIDOS HOLDINGS INC | Increased | $7.3M | $38.5M | 0.02% |
371532102 GENESCO INC | Increased | $7.2M | $28.2M | 0.02% |
90328M107 USANA HEALTH SCIENCES INC | Increased | $7.0M | $36.6M | 0.02% |
20602D101 CONCENTRIX CORP | Reduced | -$6.9M | $120.3M | 0.02% |
95082P105 WESCO INTL INC | Increased | $6.8M | $42.4M | 0.02% |
3.7959E+106 GLOBE LIFE INC | Reduced | -$6.4M | $117.6M | 0.02% |
56418H100 MANPOWERGROUP INC WIS | Reduced | -$6.1M | $14.2M | 0.02% |
947890109 WEBSTER FINL CORP | Increased | $6.1M | $88.1M | 0.02% |
50060P106 KOPPERS HOLDINGS INC | Increased | $5.9M | $40.1M | 0.02% |
915271100 UNIVEST FINANCIAL CORPORATIO | Reduced | -$5.7M | $26.7M | 0.02% |
26874784 AMERICAN INTL GROUP INC | Reduced | -$5.7M | $36.7M | 0.02% |
56117J100 MALIBU BOATS INC | Increased | $5.3M | $52.4M | 0.02% |
957100 ABM INDS INC | Increased | $5.3M | $45.5M | 0.02% |
42735100 ARROW ELECTRS INC | Increased | $5.2M | $28.2M | 0.02% |
780259305 SHELL PLC | Reduced | -$5.2M | $258.1M | 0.02% |
45487105 ASSOCIATED BANC CORP | Increased | $5.1M | $45.4M | 0.02% |
L72967109 ORION S.A. | Increased | $5.0M | $48.0M | 0.02% |
G3922B107 GENPACT LIMITED | Reduced | -$4.7M | $32.2M | 0.02% |
78467J100 SS&C TECHNOLOGIES HLDGS INC | Reduced | -$4.5M | $866.1M | 0.01% |
608190104 MOHAWK INDS INC | Reduced | -$4.2M | $123.3M | 0.01% |
87161C501 SYNOVUS FINL CORP | Increased | $3.9M | $35.2M | 0.01% |
89785X101 TRUEBLUE INC | Increased | $3.9M | $18.9M | 0.01% |
929328102 WSFS FINL CORP | Increased | $3.8M | $44.6M | 0.01% |
7591EP100 REGIONS FINANCIAL CORP NEW | Increased | $3.4M | $44.7M | 0.01% |
680033107 OLD NATL BANCORP IND | Reduced | -$3.4M | $57.5M | 0.01% |
553530106 MSC INDL DIRECT INC | Increased | $3.4M | $39.3M | 0.01% |
12541W209 C H ROBINSON WORLDWIDE INC | Reduced | -$3.4M | $24.1M | 0.01% |
36752103 ELEVANCE HEALTH INC | Reduced | -$2.9M | $84.5M | 0.01% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $2.7M | $9.6M | 0.01% |
31620R303 FIDELITY NATIONAL FINANCIAL | Reduced | -$2.7M | $12.5M | 0.01% |
30231G102 EXXON MOBIL CORP | Reduced | -$2.7M | $70.5M | 0.01% |
913903100 UNIVERSAL HLTH SVCS INC | Reduced | -$2.7M | $71.0M | 0.01% |
493267108 KEYCORP | Increased | $2.4M | $28.7M | 0.01% |
42226K105 HEALTHCARE RLTY TR | Reduced | -$2.3M | $35.3M | 0.01% |
17275R102 CISCO SYS INC | Reduced | -$1.9M | $111.0M | 0.01% |
316773100 FIFTH THIRD BANCORP | Increased | $1.9M | $39.1M | 0.01% |
56752108 BAIDU INC | Reduced | -$1.7M | $23.7M | 0.01% |
478160104 JOHNSON & JOHNSON | Reduced | -$1.5M | $37.6M | 0.00% |
858155203 STEELCASE INC | Increased | $1.2M | $60.0M | 0.00% |
40412C101 HCA HEALTHCARE INC | Reduced | -$1.1M | $38.3M | 0.00% |
806407102 HENRY SCHEIN INC | Increased | $1.1M | $67.2M | 0.00% |
439038100 HOOKER FURNISHINGS CORPORATI | Increased | $1.0M | $14.4M | 0.00% |
566324109 MARCUS & MILLICHAP INC | Reduced | -$983,316 | $18.9M | 0.00% |
01609W102 ALIBABA GROUP HLDG LTD | Reduced | -$968,413 | $6.0M | 0.00% |
252784301 DIAMONDROCK HOSPITALITY CO | Increased | $874,912 | $67.3M | 0.00% |
48241A105 KB FINL GROUP INC | Increased | $711,334 | $3.4M | 0.00% |
197236102 COLUMBIA BKG SYS INC | Increased | $631,597 | $36.0M | 0.00% |
465562106 ITAU UNIBANCO HLDG S A | Increased | $527,474 | $2.8M | 0.00% |
204409601 CIA ENERGETICA DE MINAS GERA | Increased | $325,891 | $3.1M | 0.00% |
375558103 GILEAD SCIENCES INC | Sold out | -$298,277 | $0 | 0.00% |
6.738E+207 BARCLAYS PLC | Increased | $290,207 | $1.2M | 0.00% |
37733W204 GSK PLC | New | $288,384 | $288,384 | 0.00% |
128030202 CAL MAINE FOODS INC | New | $281,255 | $281,255 | 0.00% |
45104G104 ICICI BANK LIMITED | Reduced | -$280,306 | $335,626 | 0.00% |
3.073E+108 CENCORA INC | Sold out | -$272,528 | $0 | 0.00% |
58933Y105 MERCK & CO INC | New | $263,128 | $263,128 | 0.00% |
278642103 EBAY INC. | Sold out | -$261,438 | $0 | 0.00% |
200340107 COMERICA INC | Increased | $249,318 | $25.2M | 0.00% |
254709108 DISCOVER FINL SVCS | Sold out | -$249,051 | $0 | 0.00% |
90384S303 ULTA BEAUTY INC | New | $245,606 | $245,606 | 0.00% |
456837103 ING GROEP N.V. | Increased | $241,736 | $1.2M | 0.00% |
302491303 FMC CORP | Reduced | -$227,785 | $23.4M | 0.00% |
00724F101 ADOBE INC | New | $225,551 | $225,551 | 0.00% |
416515104 HARTFORD INSURANCE GROUP INC | New | $220,119 | $220,119 | 0.00% |
G01767105 ALKERMES PLC | New | $212,830 | $212,830 | 0.00% |
24703L202 DELL TECHNOLOGIES INC | New | $208,788 | $208,788 | 0.00% |
03938L203 ARCELORMITTAL SA LUXEMBOURG | Increased | $204,217 | $1.2M | 0.00% |
639057207 NATWEST GROUP PLC | Reduced | -$183,074 | $342,574 | 0.00% |
8.7612E+110 TARGET CORP | Increased | $169,131 | $36.2M | 0.00% |
71654V101 PETROLEO BRASILEIRO SA PETRO | Increased | $145,673 | $2.7M | 0.00% |
404280406 HSBC HLDGS PLC | Increased | $125,063 | $1.1M | 0.00% |
500472303 KONINKLIJKE PHILIPS N V | Increased | $104,003 | $503,062 | 0.00% |
29446M102 EQUINOR ASA | Increased | $91,445 | $337,431 | 0.00% |
9.1912E+109 VALE S A | Reduced | -$77,187 | $2.8M | 0.00% |
254687106 DISNEY WALT CO | Increased | $64,388 | $315,481 | 0.00% |
80105N105 SANOFI | Reduced | -$29,115 | $269,564 | 0.00% |
86562M209 SUMITOMO MITSUI FINL GROUP I | Increased | $21,228 | $363,422 | 0.00% |
172755100 CIRRUS LOGIC INC | Increased | $10,704 | $242,601 | 0.00% |
458140100 INTEL CORP | Reduced | -$3,821 | $276,102 | 0.00% |