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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Penn Capital Management's OXM Position: Q2 2026 in Review

Penn Capital Management opened a new position in Oxford Industries (OXM) in Q2 2026: 10,053 shares worth $351K. The stake represents 0.02% of the portfolio and ranks #178 among its holdings. This is a return to the name: Penn Capital Management previously reported a position in OXM as recently as Q4 2017.

Penn Capital Management first reported a position in OXM in Q2 2013 and has held it in 16 quarters since. The position peaked at $12.8M in Q1 2015. 195 funds tracked by Wall St. Rank hold OXM as of Q2 2026.

Penn Capital Management held 10,053 shares of Oxford Industries worth $351K as of Q2 2026.
Oxford Industries was a new Penn Capital Management position in Q2 2026.
Oxford Industries made up 0.02% of Penn Capital Management's portfolio in Q2 2026, its #178 holding.
Penn Capital Management first reported a position in Oxford Industries in Q2 2013 and has held it in 16 quarters since.
Penn Capital Management's Oxford Industries position peaked at $12.8M in Q1 2015.
195 funds tracked by Wall St. Rank held Oxford Industries as of Q2 2026.

Based on Penn Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.