AR
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Alex Roepers’s Oshkosh OSK Stock Holding History

Alex Roepers’s Portfolio OSK Stock Details OSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.8M Sell
83,700
-52,600
-39% -$7.41M 6.69% 8
2026
Q1 		$20.1M Sell
136,300
-18,300
-12% -$2.85M 11.69% 5
2025
Q4 		$19.4M Buy
154,600
+5,500
+4% +$707K 10.93% 5
2025
Q3 		$19.3M Sell
149,100
-60,000
-29% -$7.96M 11.11% 5
2025
Q2 		$23.7M Sell
209,100
-26,800
-11% -$2.6M 12.11% 4
2025
Q1 		$22.2M Buy
235,900
+5,900
+3% +$591K 12.4% 4
2024
Q4 		$21.9M Buy
+230,000
New +$24.1M 10.56% 4
2020
Q2 		– Sell
-362,185
Closed -$23.3M – 18
2020
Q1 		$23.3M Buy
+362,185
New +$28.4M 13.15% 3
2019
Q4 		– Sell
-426,788
Closed -$32.4M – 17
2019
Q3 		$32.4M Sell
426,788
-41,385
-9% -$3.17M 11.35% 5
2019
Q2 		$39.1M Sell
468,173
-23,291
-5% -$1.83M 10.52% 6
2019
Q1 		$36.9M Buy
491,464
+8,439
+2% +$623K 9.44% 6
2018
Q4 		$29.6M Buy
483,025
+427,725
+773% +$27.4M 7.77% 6
2018
Q3 		$3.94M Sell
55,300
-6,800
-11% -$490K 0.66% 13
2018
Q2 		$4.37M Buy
+62,100
New +$4.64M 0.68% 11
2017
Q1 		– Sell
-60,000
Closed -$3.88M – 22
2016
Q4 		$3.88M Buy
+60,000
New +$3.71M 0.48% 16
2016
Q1 		– Sell
-332,431
Closed -$13M – 17
2015
Q4 		$13M Sell
332,431
-585
-0.2% -$23.8K 1.34% 7
2015
Q3 		$12.1M Buy
+333,016
New +$13M 1.15% 11

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alex Roepers's OSK Position: Q2 2026 in Review

Alex Roepers reduced its Oshkosh (OSK) stake by 39% in Q2 2026, selling an estimated $7.41M and leaving 83,700 shares worth $12.8M. The position accounts for 6.69% of the portfolio, ranked #8.

Alex Roepers first reported a position in OSK in Q3 2015 and has held it in 17 quarters since. The position peaked at $39.1M in Q2 2019. 594 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Alex Roepers held 83,700 shares of Oshkosh worth $12.8M as of Q2 2026.
  • Alex Roepers sold 52,600 Oshkosh shares in Q2 2026, an estimated $7.41M.
  • Oshkosh made up 6.69% of Alex Roepers's portfolio in Q2 2026, its #8 holding.
  • Alex Roepers first reported a position in Oshkosh in Q3 2015 and has held it in 17 quarters since.
  • Alex Roepers's Oshkosh position peaked at $39.1M in Q2 2019.
  • 594 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Atlantic Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.