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Pzena Focused Value strategy's investment thesis on Oshkosh Corporation ($OSK) — Q2 2025 | Buyside Digest

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$OSKNYSEOshkosh Corporation

BULL

Pzena Focused Value strategy—OSK

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$153.60USD

-2.2% vs last month

$124.21Pitched

+23.7% since pitch

Market Cap$9.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In Q2 2025, the Pzena Focused Value Composite returned 3.0% Gross (2.7% Net), slightly underperforming the Russell 1000 Value Index's 3.8% return amidst a highly volatile, tariff-sensitive market. Health care, industrials,...

— Daniel L. Babkes

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What other investors think about $OSK, and what else Pzena Focused Value strategy is buying.

Other pitches on $OSK

Other investors who've written on Oshkosh Corporation

FPA Queens Road Small Cap Value FundBULL

Pitched Apr 18, 2025

Oshkosh maintains strong vocational vehicle positions, a low leverage balance sheet, and robust long-term return metrics. Short-term performance hiccups...

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