Heartland Advisors’s Oxford Industries OXM Stock Holding History

Heartland Advisors’s Portfolio OXM Stock Details OXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.13M	Buy	211,093 +61,093	+41%	+$2.3M	0.41%	96
2025 Q4	$5.13M	Buy	150,000 +25,000	+20%	+$930K	0.28%	142
2025 Q3	$5.07M	Buy	+125,000	New	+$5.42M	0.27%	139
2020 Q1	–	Sell	-41,410	Closed	-$3.12M	–	211
2019 Q4	$3.12M	Sell	41,410 -11,505	-22%	-$831K	0.23%	142
2019 Q3	$3.79M	Buy	52,915 +10,000	+23%	+$704K	0.29%	137
2019 Q2	$3.25M	Sell	42,915 -21,655	-34%	-$1.66M	0.24%	147
2019 Q1	$4.86M	Buy	64,570 +10,085	+19%	+$776K	0.36%	119
2018 Q4	$3.87M	Buy	54,485 +98	+0.2%	+$7.94K	0.32%	121
2018 Q3	$4.91M	Buy	+54,387	New	+$4.95M	0.33%	129

Other funds holding OXM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Heartland Advisors's OXM Position: Q1 2026 in Review

Heartland Advisors increased its Oxford Industries (OXM) stake by 41% in Q1 2026, buying an estimated $2.3M and bringing the position to 211,093 shares worth $8.13M. The position accounts for 0.41% of the portfolio, ranked #96.

Heartland Advisors first reported a position in OXM in Q3 2018 and has held it in 9 quarters since. 197 funds tracked by Wall St. Rank hold OXM as of Q1 2026.

Heartland Advisors held 211,093 shares of Oxford Industries worth $8.13M as of Q1 2026.
Heartland Advisors bought 61,093 Oxford Industries shares in Q1 2026, an estimated $2.3M.
Oxford Industries made up 0.41% of Heartland Advisors's portfolio in Q1 2026, its #96 holding.
Heartland Advisors first reported a position in Oxford Industries in Q3 2018 and has held it in 9 quarters since.
197 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.