LHC
OSK icon

Lodge Hill Capital’s Oshkosh OSK Stock Holding History

Lodge Hill Capital’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 		$27.9M Sell
182,000
-58,000
-24% -$8.17M 4.68% 8
2026
Q1 		$35.3M Buy
240,000
+215,000
+860% +$33.5M 6.82% 2
2025
Q4 		$3.14M Buy
+25,000
New +$3.22M 0.59% 21
2022
Q3 		– Sell
-50,122
Closed -$4.12M – 28
2022
Q2 		$4.12M Sell
50,122
-40,000
-44% -$3.67M 1.35% 28
2022
Q1 		$9.07M Buy
90,122
+30,000
+50% +$3.37M 4.33% 13
2021
Q4 		$6.78M Sell
60,122
-70,000
-54% -$7.65M 1.52% 30
2021
Q3 		$13.3M Sell
130,122
-50,000
-28% -$5.74M 4.2% 10
2021
Q2 		$22.4M Buy
180,122
+70,000
+64% +$8.85M 6.51% 2
2021
Q1 		$13.1M Sell
110,122
-130,000
-54% -$13.5M 5.14% 12
2020
Q4 		$20.7M Sell
240,122
-50,340
-17% -$4.01M 7.09% 3
2020
Q3 		$21.3M Buy
290,462
+79,700
+38% +$6.14M 6.13% 4
2020
Q2 		$15.1M Sell
210,762
-75,560
-26% -$5.16M 4.7% 7
2020
Q1 		$18.4M Buy
286,322
+154,271
+117% +$12.1M 8.09% 2
2019
Q4 		$12.5M Sell
132,051
-109,960
-45% -$9.48M 3.35% 10
2019
Q3 		$18.3M Buy
242,011
+104,120
+76% +$7.97M 5.29% 7
2019
Q2 		$11.5M Sell
137,891
-230,640
-63% -$18.2M 2.74% 16
2019
Q1 		$27.7M Sell
368,531
-65,820
-15% -$4.86M 7.57% 4
2018
Q4 		$26.6M Buy
434,351
+64,551
+17% +$4.14M 7.37% 3
2018
Q3 		$26.3M Sell
369,800
-160,500
-30% -$11.6M 3.97% 9
2018
Q2 		$37.3M Sell
530,300
-257,000
-33% -$19.2M 2.87% 14
2018
Q1 		$60.8M Buy
787,300
+217,300
+38% +$18.5M 6.93% 5
2017
Q4 		$51.8M Buy
+570,000
New +$49.9M 5.64% 4
2016
Q1 		– Sell
-375,099
Closed -$14.6M – 36
2015
Q4 		$14.6M Sell
375,099
-460,000
-55% -$18.7M 3.1% 14
2015
Q3 		$30.3M Buy
835,099
+288,099
+53% +$11.2M 6.47% 4
2015
Q2 		$23.2M Buy
547,000
+285,000
+109% +$14.3M 4.04% 7
2015
Q1 		$12.8M Buy
+262,000
New +$12M 2.3% 20

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lodge Hill Capital's OSK Position: Q2 2026 in Review

Lodge Hill Capital reduced its Oshkosh (OSK) stake by 24% in Q2 2026, selling an estimated $8.17M and leaving 182,000 shares worth $27.9M. The position accounts for 4.68% of the portfolio, ranked #8.

Lodge Hill Capital first reported a position in OSK in Q1 2015 and has held it in 26 quarters since. The position peaked at $60.8M in Q1 2018. 599 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Lodge Hill Capital held 182,000 shares of Oshkosh worth $27.9M as of Q2 2026.
  • Lodge Hill Capital sold 58,000 Oshkosh shares in Q2 2026, an estimated $8.17M.
  • Oshkosh made up 4.68% of Lodge Hill Capital's portfolio in Q2 2026, its #8 holding.
  • Lodge Hill Capital first reported a position in Oshkosh in Q1 2015 and has held it in 26 quarters since.
  • Lodge Hill Capital's Oshkosh position peaked at $60.8M in Q1 2018.
  • 599 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

Based on Lodge Hill Capital's 13F filing for Q2 2026, filed 14 Aug 2026.