Penn Capital Management
OXM icon

Penn Capital Management’s Oxford Industries OXM Stock Holding History

Penn Capital Management’s Portfolio OXM Stock Details OXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$620K Buy
25,379
+15,326
+152% +$537K 0.05% 144
2026
Q2 		$351K Buy
+10,053
New +$418K 0.02% 178
2018
Q1 		– Sell
-4,457
Closed -$335K – 275
2017
Q4 		$335K Sell
4,457
-11,502
-72% -$769K 0.02% 245
2017
Q3 		$1.01M Buy
15,959
+11,553
+262% +$705K 0.07% 210
2017
Q2 		$275K Sell
4,406
-76,179
-95% -$4.4M 0.02% 246
2017
Q1 		$4.61M Sell
80,585
-68,111
-46% -$3.77M 0.32% 96
2016
Q4 		$8.94M Sell
148,696
-29,014
-16% -$1.91M 0.56% 73
2016
Q3 		$12M Buy
177,710
+25,127
+16% +$1.57M 0.82% 37
2016
Q2 		$8.64M Buy
152,583
+69,935
+85% +$4.33M 0.49% 75
2016
Q1 		$5.56M Sell
82,648
-25,186
-23% -$1.71M 0.32% 115
2015
Q4 		$6.88M Buy
107,834
+41,212
+62% +$2.84M 0.3% 100
2015
Q3 		$4.92M Sell
66,622
-58,454
-47% -$4.85M 0.26% 150
2015
Q2 		$10.9M Sell
125,076
-44,179
-26% -$3.5M 0.45% 83
2015
Q1 		$12.8M Buy
169,255
+80,105
+90% +$4.51M 0.5% 69
2014
Q4 		$4.92M Buy
89,150
+8,664
+11% +$528K 0.21% 157
2014
Q3 		$4.91M Buy
+80,486
New +$5.08M 0.21% 157
2013
Q3 		– Sell
-12,315
Closed -$768K – 313
2013
Q2 		$768K Buy
+12,315
New +$749K 0.03% 302

Other funds holding OXM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Global Alpha Capital Management
Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
RBO & Co
RBO & Co Saint Helena, California $612M AUM 4.23% 1-Year Est. Return

Penn Capital Management's OXM Position: Q3 2026 in Review

Penn Capital Management increased its Oxford Industries (OXM) stake by 152% in Q3 2026, buying an estimated $537K and bringing the position to 25,379 shares worth $620K. The position accounts for 0.05% of the portfolio, ranked #144.

Penn Capital Management first reported a position in OXM in Q2 2013 and has held it in 17 quarters since. The position peaked at $12.8M in Q1 2015. 128 funds tracked by Wall St. Rank hold OXM as of Q3 2026.

  • Penn Capital Management held 25,379 shares of Oxford Industries worth $620K as of Q3 2026.
  • Penn Capital Management bought 15,326 Oxford Industries shares in Q3 2026, an estimated $537K.
  • Oxford Industries made up 0.05% of Penn Capital Management's portfolio in Q3 2026, its #144 holding.
  • Penn Capital Management first reported a position in Oxford Industries in Q2 2013 and has held it in 17 quarters since.
  • Penn Capital Management's Oxford Industries position peaked at $12.8M in Q1 2015.
  • 128 funds tracked by Wall St. Rank held Oxford Industries as of Q3 2026.

Based on Penn Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.