Convergence Investment Partners’s Oshkosh OSK Stock Holding History

Convergence Investment Partners’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
2025 Q4	–	Sell	-8,960	Closed	-$1.16M	–	288
2025 Q3	$1.16M	Buy	+8,960	New	+$1.19M	0.26%	142
2022 Q1	–	Sell	-1,449	Closed	-$163K	–	245
2021 Q4	$163K	Sell	1,449 -468	-24%	-$51.1K	0.08%	203
2021 Q3	$196K	Buy	1,917 +80	+4%	+$9.19K	0.11%	193
2021 Q2	$229K	Buy	1,837 +20	+1%	+$2.53K	0.1%	192
2021 Q1	$216K	Buy	+1,817	New	+$188K	0.1%	192
2019 Q4	–	Sell	-15,018	Closed	-$1.14M	–	291
2019 Q3	$1.14M	Buy	15,018 +1,034	+7%	+$79.1K	0.32%	114
2019 Q2	$1.17M	Sell	13,984 -7,911	-36%	-$623K	0.28%	134
2019 Q1	$1.65M	Sell	21,895 -2,548	-10%	-$188K	0.36%	108
2018 Q4	$1.5M	Buy	+24,443	New	+$1.57M	0.34%	107
2018 Q2	–	Sell	-259	Closed	-$20K	–	716
2018 Q1	$20K	Sell	259 -4,854	-95%	-$414K	﹤0.01%	597
2017 Q4	$465K	Sell	5,113 -11,528	-69%	-$1.01M	0.06%	271
2017 Q3	$1.37M	Buy	16,641 +3,319	+25%	+$244K	0.19%	198
2017 Q2	$918K	Sell	13,322 -11,047	-45%	-$744K	0.13%	250
2017 Q1	$1.67M	Buy	24,369 +887	+4%	+$61K	0.23%	159
2016 Q4	$1.52M	Buy	23,482 +14,141	+151%	+$875K	0.21%	197
2016 Q3	$523K	Sell	9,341 -3,152	-25%	-$166K	0.08%	283
2016 Q2	$596K	Buy	+12,493	New	+$554K	0.08%	274

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return