Jeremy Grantham's OSK Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 25,946 shares of Oshkosh Corporation (OSK) worth $3.37 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in OSK, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 43,400 shares. Largest reduction occurred in Q3 2025, reducing 44,736 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Oshkosh Corporation (OSK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Oshkosh Corporation (OSK) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +20,527 | Add 0.00% | 20,526 | $37.95 |
| Q3 2013 | -8,187 | Reduce 39.89% | 12,339 | $48.95 |
| Q4 2013 | -12,339 | Sold Out | 0 | $0.00 |
| Q3 2017 | +43,400 | New Buy | 43,400 | $82.53 |
| Q4 2017 | +23,400 | Add 53.92% | 66,800 | $90.88 |
| Q1 2018 | +5,400 | Add 8.08% | 72,200 | $77.27 |
| Q2 2018 | -6,569 | Reduce 9.10% | 65,631 | $70.32 |
| Q3 2018 | -4,900 | Reduce 7.47% | 60,731 | $71.23 |
| Q4 2018 | -10,000 | Reduce 16.47% | 50,731 | $61.30 |
| Q1 2019 | -1,200 | Reduce 2.37% | 49,531 | $75.12 |
| Q2 2019 | -13,800 | Reduce 27.86% | 35,731 | $83.48 |
| Q3 2019 | -12,800 | Reduce 35.82% | 22,931 | $75.79 |
| Q4 2019 | -4,300 | Reduce 18.75% | 18,631 | $94.63 |
| Q1 2020 | +1,547 | Add 8.30% | 20,178 | $64.33 |
| Q2 2020 | -6,700 | Reduce 33.20% | 13,478 | $71.60 |
| Q3 2020 | -700 | Reduce 5.19% | 12,778 | $73.49 |
| Q4 2020 | -200 | Reduce 1.57% | 12,578 | $86.10 |
| Q1 2021 | -8,711 | Reduce 69.26% | 3,867 | $118.70 |
| Q2 2021 | -3,867 | Sold Out | 0 | $0.00 |
| Q2 2022 | +2,500 | New Buy | 2,500 | $82.00 |
| Q3 2022 | +600 | Add 24.00% | 3,100 | $70.32 |
| Q4 2022 | -3,100 | Sold Out | 0 | $0.00 |
| Q2 2024 | +16,344 | New Buy | 16,344 | $108.20 |
| Q3 2024 | +38,913 | Add 238.09% | 55,257 | $100.21 |
| Q4 2024 | -468 | Reduce 0.85% | 54,789 | $95.07 |
| Q1 2025 | +2,052 | Add 3.75% | 56,841 | $94.08 |
| Q2 2025 | +13,841 | Add 24.35% | 70,682 | $113.54 |
| Q3 2025 | -44,736 | Reduce 63.29% | 25,946 | $129.70 |
Jeremy Grantham's Oshkosh Corporation Investment FAQs
Jeremy Grantham first purchased Oshkosh Corporation (OSK) in Q2 2013, acquiring 20,526 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Oshkosh Corporation (OSK) for 28 quarters since Q2 2013.
Jeremy Grantham's largest addition to Oshkosh Corporation (OSK) was in Q3 2017, adding 43,400 shares worth $3.58 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 25,946 shares of Oshkosh Corporation (OSK), valued at approximately $3.37 M.
As of the Q3 2025 filing, Oshkosh Corporation (OSK) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Oshkosh Corporation (OSK) was 72,200 shares, as reported at the end of Q1 2018.