Islay Capital Management’s Oshkosh OSK Stock Holding History

Islay Capital Management’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	$153K	Sell	1,000 -700	-41%	-$98.6K	0.07%	105
2026 Q1	$250K	Hold	1,700	–	–	0.13%	90
2025 Q4	$214K	Hold	1,700	–	–	0.13%	79
2025 Q3	$220K	Sell	1,700 -8,502	-83%	-$1.13M	0.13%	94
2025 Q2	$1.16M	Buy	+10,202	New	+$991K	0.75%	40
2023 Q3	–	Sell	-573	Closed	-$49.6K	–	227
2023 Q2	$49.6K	Hold	573	–	–	0.04%	127
2023 Q1	$47.7K	Hold	573	–	–	0.05%	134
2022 Q4	$50.5K	Hold	573	–	–	0.06%	132
2022 Q3	$40K	Hold	573	–	–	0.05%	152
2022 Q2	$47K	Hold	573	–	–	0.05%	185
2022 Q1	$58K	Hold	573	–	–	0.05%	187
2021 Q4	$65K	Sell	573 -56	-9%	-$6.12K	0.05%	181
2021 Q3	$64K	Hold	629	–	–	0.05%	194
2021 Q2	$78K	Sell	629 -585	-48%	-$74K	0.06%	181
2021 Q1	$144K	Sell	1,214 -2,236	-65%	-$232K	0.12%	100
2020 Q4	$297K	Hold	3,450	–	–	0.27%	55
2020 Q3	$254K	Hold	3,450	–	–	0.26%	56
2020 Q2	$247K	Sell	3,450 -48	-1%	-$3.28K	0.29%	54
2020 Q1	$225K	Buy	3,498 +2,531	+262%	+$198K	0.29%	53
2019 Q4	$92K	Buy	+967	New	+$83.3K	0.09%	110

Other funds holding OSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Islay Capital Management's OSK Position: Q2 2026 in Review

Islay Capital Management reduced its Oshkosh (OSK) stake by 41% in Q2 2026, selling an estimated $98.6K and leaving 1,000 shares worth $153K. The position accounts for 0.07% of the portfolio, ranked #105.

Islay Capital Management first reported a position in OSK in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.16M in Q2 2025. 598 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

Islay Capital Management held 1,000 shares of Oshkosh worth $153K as of Q2 2026.
Islay Capital Management sold 700 Oshkosh shares in Q2 2026, an estimated $98.6K.
Oshkosh made up 0.07% of Islay Capital Management's portfolio in Q2 2026, its #105 holding.
Islay Capital Management first reported a position in Oshkosh in Q4 2019 and has held it in 20 quarters since.
Islay Capital Management's Oshkosh position peaked at $1.16M in Q2 2025.
598 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Islay Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.