Scopus Asset Management’s Oshkosh OSK Stock Holding History

Scopus Asset 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	$5.05M	Sell	34,329 -39,676	-54%	-$6.18M	0.16%	230
2025 Q4	$9.3M	Buy	+74,005	New	+$9.52M	0.26%	185
2024 Q4	–	Hold	0	–	–	–	305
2024 Q3	–	Hold	0	–	–	–	332
2024 Q1	–	Hold	0	–	–	–	326
2023 Q4	–	Sell	-28,773	Closed	-$2.78M	–	310
2023 Q3	$2.75M	Buy	+28,773	New	+$2.79M	0.1%	180
2023 Q2	–	Hold	0	–	–	–	276
2022 Q1	–	Hold	0	–	–	–	357
2021 Q4	–	Hold	0	–	–	–	407
2021 Q3	–	Hold	0	–	–	–	462
2018 Q4	–	Sell	-10,248	Closed	-$730K	–	210
2018 Q3	$730K	Sell	10,248 -55,747	-84%	-$4.02M	0.02%	218
2018 Q2	$4.64M	Buy	65,995 +49,225	+294%	+$3.68M	0.09%	250
2018 Q1	$1.3M	Sell	16,770 -213,230	-93%	-$18.2M	0.02%	279
2017 Q4	$20.9M	Buy	+230,000	New	+$20.2M	0.3%	148
2016 Q4	–	Sell	-260,000	Closed	-$14.6M	–	251
2016 Q3	$14.6M	Buy	260,000 +194,300	+296%	+$10.2M	0.34%	101
2016 Q2	$3.13M	Buy	+65,700	New	+$2.91M	0.09%	174
2015 Q4	–	Sell	-100,000	Closed	-$3.63M	–	180
2015 Q3	$3.63M	Buy	+100,000	New	+$3.9M	0.14%	123

Other funds holding OSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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