RP
Richard Pzena (Pzena Investment Management) disclosed sold out in SHYFT GROUP INC
Richard Pzena (Pzena Investment Management) filed a 13F change in SHYFT GROUP INC (825698103) on 2025-11-07, covering period end 2025-09-30.
Action
Sold out
Capital
$0 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
160 changes from Richard Pzena (Pzena Investment Management), filed 2025-11-07 for period end 2025-09-30.
$30.9B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
16119P108 CHARTER COMMUNICATIONS INC N | Reduced | -$971.9M | $111.4M | 3.14% |
559222401 MAGNA INTL INC | Increased | $363.7M | $1.9B | 1.18% |
913903100 UNIVERSAL HLTH SVCS INC | Increased | $257.6M | $328.5M | 0.83% |
G5960L103 MEDTRONIC PLC | Reduced | -$207.3M | $564.6M | 0.67% |
192446102 COGNIZANT TECHNOLOGY SOLUTIO | Reduced | -$173.8M | $1.2B | 0.56% |
256677105 DOLLAR GEN CORP NEW | Reduced | -$148.4M | $1.2B | 0.48% |
H42097107 UBS GROUP AG | Increased | $137.3M | $967.1M | 0.44% |
172967424 CITIGROUP INC | Increased | $116.5M | $1.3B | 0.38% |
71813109 BAXTER INTL INC | Increased | $115.6M | $1.3B | 0.37% |
260557103 DOW INC | Reduced | -$94.5M | $622.9M | 0.31% |
693656100 PVH CORPORATION | Increased | $84.4M | $524.0M | 0.27% |
G1151C101 ACCENTURE PLC IRELAND | New | $83.3M | $83.3M | 0.27% |
14040H105 CAPITAL ONE FINL CORP | Reduced | -$79.5M | $1.1B | 0.26% |
693506107 PPG INDS INC | Increased | $68.4M | $183.7M | 0.22% |
59156R108 METLIFE INC | Increased | $61.3M | $796.7M | 0.20% |
H00501108 AEBI SCHMIDT HLDG AG | New | $57.1M | $57.1M | 0.18% |
G02602103 AMDOCS LTD | Reduced | -$56.7M | $541.0M | 0.18% |
406216101 HALLIBURTON CO | Increased | $55.4M | $131.5M | 0.18% |
G98196101 WNS HLDGS LTD | Reduced | -$54.8M | $50.3M | 0.18% |
858155203 STEELCASE INC | Reduced | -$53.3M | $6.7M | 0.17% |
444859102 HUMANA INC | Increased | $52.1M | $1.0B | 0.17% |
84790A105 SPECTRUM BRANDS HLDGS INC NE | Increased | $51.1M | $129.2M | 0.16% |
21871X109 COREBRIDGE FINL INC | Increased | $51.0M | $715.7M | 0.16% |
G2519Y108 CREDICORP LTD | Increased | $50.7M | $280.4M | 0.16% |
825698103 SHYFT GROUP INC | Sold out | -$44.9M | $0 | 0.15% |
00751Y106 ADVANCE AUTO PARTS INC | Increased | $41.0M | $245.3M | 0.13% |
126650100 CVS HEALTH CORP | Increased | $39.4M | $1.2B | 0.13% |
78467J100 SS&C TECHNOLOGIES HLDGS INC | Increased | $37.1M | $903.2M | 0.12% |
76118Y104 RESIDEO TECHNOLOGIES INC | Increased | $35.9M | $95.2M | 0.12% |
87161C501 SYNOVUS FINL CORP | Sold out | -$35.2M | $0 | 0.11% |
83088M102 SKYWORKS SOLUTIONS INC | Increased | $35.0M | $944.7M | 0.11% |
521865204 LEAR CORP | Increased | $32.2M | $754.3M | 0.10% |
83444M101 SOLVENTUM CORP | New | $31.7M | $31.7M | 0.10% |
62955J103 NOV INC | Increased | $30.8M | $561.7M | 0.10% |
654902204 NOKIA CORP | Increased | $30.7M | $386.4M | 0.10% |
358029106 FRESENIUS MEDICAL CARE AG | Reduced | -$28.8M | $390.1M | 0.09% |
608190104 MOHAWK INDS INC | Increased | $28.7M | $152.0M | 0.09% |
247361702 DELTA AIR LINES INC DEL | Increased | $28.0M | $240.1M | 0.09% |
G0457F107 ARCOS DORADOS HOLDINGS INC | Increased | $25.6M | $77.1M | 0.08% |
949746101 WELLS FARGO CO NEW | Increased | $25.4M | $856.4M | 0.08% |
3.7959E+106 GLOBE LIFE INC | Increased | $25.2M | $142.8M | 0.08% |
60505104 BANK AMERICA CORP | Increased | $24.3M | $335.5M | 0.08% |
G8060N102 SENSATA TECHNOLOGIES HLDG PL | New | $22.3M | $22.3M | 0.07% |
12541W209 C H ROBINSON WORLDWIDE INC | Reduced | -$21.9M | $2.2M | 0.07% |
37940X102 GLOBAL PMTS INC | Increased | $21.8M | $906.3M | 0.07% |
125523100 THE CIGNA GROUP | Reduced | -$20.4M | $152.7M | 0.07% |
2.9452E+105 EQUITABLE HLDGS INC | Reduced | -$19.7M | $218.2M | 0.06% |
680665205 OLIN CORP | Increased | $19.0M | $95.9M | 0.06% |
98980A105 ZTO EXPRESS CAYMAN INC | Increased | $18.3M | $153.6M | 0.06% |
20602D101 CONCENTRIX CORP | Reduced | -$18.2M | $102.1M | 0.06% |
780259305 SHELL PLC | Reduced | -$17.0M | $241.1M | 0.05% |
53807103 AVNET INC | Reduced | -$16.2M | $373.5M | 0.05% |
902494103 TYSON FOODS INC | Reduced | -$15.9M | $750.9M | 0.05% |
30506109 AMERICAN WOODMARK CORPORATIO | Increased | $15.7M | $77.0M | 0.05% |
92214X106 VAREX IMAGING CORP | Increased | $15.6M | $52.4M | 0.05% |
40415F101 HDFC BANK LTD | Reduced | -$15.4M | $29.3M | 0.05% |
110122108 BRISTOL-MYERS SQUIBB CO | Reduced | -$15.0M | $672.1M | 0.05% |
369550108 GENERAL DYNAMICS CORP | Increased | $15.0M | $100.1M | 0.05% |
02319V103 AMBEV SA | Reduced | -$14.8M | $10.1M | 0.05% |
36752103 ELEVANCE HEALTH INC FORMERLY | Reduced | -$14.5M | $70.0M | 0.05% |
197236102 COLUMBIA BKG SYS INC | Increased | $13.5M | $49.6M | 0.04% |
617446448 MORGAN STANLEY | Increased | $13.4M | $124.9M | 0.04% |
929089100 VOYA FINANCIAL INC | Increased | $12.7M | $272.7M | 0.04% |
56752108 BAIDU INC | Reduced | -$12.7M | $11.0M | 0.04% |
L72967109 ORION S.A. | Reduced | -$12.4M | $35.6M | 0.04% |
896215209 TRIMAS CORP | Reduced | -$12.0M | $50.3M | 0.04% |
371532102 GENESCO INC | Increased | $11.9M | $40.2M | 0.04% |
651229106 NEWELL BRANDS INC | Reduced | -$11.6M | $249.7M | 0.04% |
372460105 GENUINE PARTS CO | Increased | $11.6M | $83.9M | 0.04% |
770323103 ROBERT HALF INC. | Increased | $10.5M | $108.1M | 0.03% |
947890109 WEBSTER FINL CORP | Increased | $10.2M | $98.2M | 0.03% |
913456109 UNIVERSAL CORP VA | Reduced | -$10.1M | $18.9M | 0.03% |
717081103 PFIZER INC | Increased | $9.6M | $168.6M | 0.03% |
38141G104 GOLDMAN SACHS GROUP INC | Increased | $9.0M | $98.4M | 0.03% |
57638P104 MASTERBRAND INC | Increased | $8.9M | $54.3M | 0.03% |
478160104 JOHNSON & JOHNSON | Increased | $8.4M | $46.0M | 0.03% |
957100 ABM INDS INC | Increased | $8.2M | $53.7M | 0.03% |
46625H100 JPMORGAN CHASE & CO. | Increased | $8.0M | $107.3M | 0.03% |
525327102 LEIDOS HOLDINGS INC | Increased | $7.7M | $46.2M | 0.02% |
G0084W101 ADIENT PLC | Increased | $7.6M | $88.8M | 0.02% |
688239201 OSHKOSH CORP | Increased | $7.0M | $66.7M | 0.02% |
447011107 HUNTSMAN CORP | Reduced | -$6.9M | $48.4M | 0.02% |
G87052109 TE CONNECTIVITY PLC | Increased | $6.9M | $414.8M | 0.02% |
806407102 HENRY SCHEIN INC | Reduced | -$5.8M | $61.5M | 0.02% |
929328102 WSFS FINL CORP | Increased | $5.5M | $50.1M | 0.02% |
17275R102 CISCO SYS INC | Reduced | -$5.3M | $105.7M | 0.02% |
879369106 TELEFLEX INCORPORATED | Increased | $5.3M | $47.4M | 0.02% |
12504L109 CBRE GROUP INC | Increased | $5.2M | $46.6M | 0.02% |
50060P106 KOPPERS HOLDINGS INC | Reduced | -$5.1M | $35.0M | 0.02% |
42226K105 HEALTHCARE RLTY TR | Increased | $4.8M | $40.1M | 0.02% |
40412C101 HCA HEALTHCARE INC | Increased | $4.8M | $43.1M | 0.02% |
302491303 FMC CORP | Reduced | -$4.2M | $19.2M | 0.01% |
30231G102 EXXON MOBIL CORP | Increased | $4.1M | $74.6M | 0.01% |
7591EP100 REGIONS FINANCIAL CORP NEW | Increased | $3.8M | $48.5M | 0.01% |
200340107 COMERICA INC | Increased | $3.7M | $28.9M | 0.01% |
500643200 KORN FERRY | Reduced | -$3.2M | $56.8M | 0.01% |
90328M107 USANA HEALTH SCIENCES INC | Reduced | -$3.2M | $33.4M | 0.01% |
316773100 FIFTH THIRD BANCORP | Increased | $3.0M | $42.1M | 0.01% |
95082P105 WESCO INTL INC | Increased | $2.7M | $45.1M | 0.01% |
42735100 ARROW ELECTRS INC | Reduced | -$2.6M | $25.5M | 0.01% |
8.7612E+110 TARGET CORP | Reduced | -$2.6M | $33.6M | 0.01% |
55345K103 MRC GLOBAL INC | Increased | $2.6M | $74.2M | 0.01% |
235825205 DANA INC | Reduced | -$2.5M | $202,284 | 0.01% |
G4388N106 HELEN OF TROY LTD | Reduced | -$2.5M | $25.5M | 0.01% |
419596101 HAVERTY FURNITURE COS INC | Increased | $2.4M | $34.2M | 0.01% |
628464109 MYERS INDS INC | New | $2.4M | $2.4M | 0.01% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $2.2M | $11.9M | 0.01% |
493267108 KEYCORP | Increased | $2.2M | $30.9M | 0.01% |
56117J100 MALIBU BOATS INC | Increased | $2.2M | $54.5M | 0.01% |
25960R105 DOUGLAS DYNAMICS INC | Increased | $2.1M | $69.4M | 0.01% |
26874784 AMERICAN INTL GROUP INC | Reduced | -$2.1M | $34.6M | 0.01% |
1.2621E+107 CNO FINL GROUP INC | Increased | $2.1M | $100.5M | 0.01% |
18581108 BREAD FINANCIAL HOLDINGS INC | Reduced | -$1.9M | $43.8M | 0.01% |
929740108 WABTEC | Reduced | -$1.8M | $73.7M | 0.01% |
553530106 MSC INDL DIRECT INC | Increased | $1.7M | $41.0M | 0.01% |
824596100 SHINHAN FINANCIAL GROUP CO L | Increased | $1.6M | $48.0M | 0.01% |
G3922B107 GENPACT LIMITED | Reduced | -$1.6M | $30.7M | 0.01% |
45487105 ASSOCIATED BANC CORP | Increased | $1.4M | $46.8M | 0.00% |
01609W102 ALIBABA GROUP HLDG LTD | Increased | $1.3M | $7.4M | 0.00% |
89785X101 TRUEBLUE INC | Reduced | -$1.2M | $17.7M | 0.00% |
48581R205 KASPI KZ JSC | Reduced | -$1.2M | $141.5M | 0.00% |
29415F104 ENVISTA HOLDINGS CORPORATION | Increased | $1.1M | $49.2M | 0.00% |
204409601 CIA ENERGETICA DE MINAS GERA | Increased | $1.1M | $4.2M | 0.00% |
501889208 LKQ CORP | Reduced | -$1.1M | $102.0M | 0.00% |
252784301 DIAMONDROCK HOSPITALITY CO | Increased | $1.0M | $68.3M | 0.00% |
31620R303 FIDELITY NATIONAL FINANCIAL | Increased | $986,354 | $13.5M | 0.00% |
56418H100 MANPOWERGROUP INC WIS | Reduced | -$877,802 | $13.3M | 0.00% |
806037107 SCANSOURCE INC | Increased | $807,984 | $41.6M | 0.00% |
48241A105 KB FINL GROUP INC | Reduced | -$490,781 | $2.9M | 0.00% |
639057207 NATWEST GROUP PLC | Sold out | -$342,574 | $0 | 0.00% |
566324109 MARCUS & MILLICHAP INC | Reduced | -$338,995 | $18.5M | 0.00% |
45104G104 ICICI BANK LIMITED | Sold out | -$335,626 | $0 | 0.00% |
9.1912E+109 VALE S A | Increased | $328,763 | $3.1M | 0.00% |
38222105 APPLIED MATLS INC | New | $301,582 | $301,582 | 0.00% |
40637H109 HALOZYME THERAPEUTICS INC | New | $301,207 | $301,207 | 0.00% |
500472303 KONINKLIJKE PHILIPS N V | Increased | $297,633 | $800,695 | 0.00% |
680033107 OLD NATL BANCORP IND | Increased | $276,874 | $57.8M | 0.00% |
456837103 ING GROEP N.V. | Increased | $276,530 | $1.5M | 0.00% |
90384S303 ULTA BEAUTY INC | Sold out | -$245,606 | $0 | 0.00% |
404280406 HSBC HLDGS PLC | Increased | $227,350 | $1.4M | 0.00% |
465562106 ITAU UNIBANCO HLDG S A | Increased | $224,892 | $3.0M | 0.00% |
369604301 GE AEROSPACE | New | $221,404 | $221,404 | 0.00% |
G01767105 ALKERMES PLC | Sold out | -$212,830 | $0 | 0.00% |
03938L203 ARCELORMITTAL SA LUXEMBOURG | Increased | $209,832 | $1.4M | 0.00% |
37733W204 GSK PLC | Increased | $87,853 | $376,237 | 0.00% |
29446M102 EQUINOR ASA | Increased | $65,673 | $403,104 | 0.00% |
71654V101 PETROLEO BRASILEIRO SA PETRO | Increased | $64,524 | $2.7M | 0.00% |
915271100 UNIVEST FINANCIAL CORPORATIO | Increased | $63,080 | $26.7M | 0.00% |
00724F101 ADOBE INC | Increased | $57,355 | $282,906 | 0.00% |
86562M209 SUMITOMO MITSUI FINL GROUP I | Increased | $49,839 | $413,261 | 0.00% |
80105N105 SANOFI SA | Increased | $45,060 | $314,624 | 0.00% |
6.738E+207 BARCLAYS PLC | Increased | $43,409 | $1.2M | 0.00% |
172755100 CIRRUS LOGIC INC | Increased | $35,793 | $278,394 | 0.00% |
24703L202 DELL TECHNOLOGIES INC | Increased | $30,094 | $238,882 | 0.00% |
254687106 DISNEY WALT CO | Reduced | -$24,193 | $291,288 | 0.00% |
58933Y105 MERCK & CO INC | Increased | $15,855 | $278,983 | 0.00% |
128030202 CAL MAINE FOODS INC | Reduced | -$12,129 | $269,126 | 0.00% |
416515104 HARTFORD INSURANCE GROUP INC | Increased | $11,313 | $231,432 | 0.00% |
439038100 HOOKER FURNISHINGS CORPORATI | Reduced | -$2,901 | $14.4M | 0.00% |
458140100 INTEL CORP | Increased | $2,866 | $278,968 | 0.00% |