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 Q3	–	Sell	-1,000	Closed	-$153K	–	171
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Islay Capital Management's OSK Position: Q3 2026 in Review

Islay Capital Management sold out of Oshkosh (OSK) in Q3 2026, closing a stake of 1,000 shares — an estimated $153K sold.

Islay Capital Management first reported a position in OSK in Q4 2019 and held it in 20 quarters. The position peaked at $1.16M in Q2 2025. 353 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

Islay Capital Management reported no remaining Oshkosh position as of Q3 2026 after selling out during the quarter.
Islay Capital Management sold 1,000 Oshkosh shares in Q3 2026, an estimated $153K.
Islay Capital Management first reported a position in Oshkosh in Q4 2019 and held it in 20 quarters.
Islay Capital Management's Oshkosh position peaked at $1.16M in Q2 2025.
353 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

Based on Islay Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.