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 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	–	228
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

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Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

LSV Asset Management

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Fidelity Investments

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

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