Interval Partners’s Oshkosh OSK Stock Holding History

Interval 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 Q3	–	Sell	-115,187	Closed	-$13.1M	–	484
2025 Q2	$13.1M	Buy	+115,187	New	+$11.2M	0.3%	114
2024 Q2	–	Sell	-39,184	Closed	-$4.89M	–	468
2024 Q1	$4.89M	Sell	39,184 -161,700	-80%	-$18M	0.18%	177
2023 Q4	$21.8M	Buy	+200,884	New	+$19.4M	0.95%	47
2020 Q3	–	Sell	-27,000	Closed	-$1.93M	–	308
2020 Q2	$1.93M	Sell	27,000 -13,848	-34%	-$945K	0.19%	140
2020 Q1	$2.63M	Buy	+40,848	New	+$3.2M	0.27%	103
2019 Q4	–	Hold	0	–	–	–	274
2018 Q3	–	Sell	-20,000	Closed	-$1.41M	–	258
2018 Q2	$1.41M	Sell	20,000 -40,000	-67%	-$2.99M	0.07%	181
2018 Q1	$4.64M	Buy	+60,000	New	+$5.11M	0.27%	123
2017 Q3	–	Sell	-55,000	Closed	-$3.79M	–	248
2017 Q2	$3.79M	Hold	55,000	–	–	0.26%	143
2017 Q1	$3.77M	Buy	55,000 +6,772	+14%	+$465K	0.25%	129
2016 Q4	$3.12M	Sell	48,228 -21,772	-31%	-$1.35M	0.26%	116
2016 Q3	$3.92M	Buy	+70,000	New	+$3.68M	0.32%	93

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

Fidelity Investments

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management

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