Jeremy Grantham's OSK Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 50,230 shares of Oshkosh Corporation (OSK) worth $6.31 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 29 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 |
|---|---|---|---|---|
| Q4 2025 | +24,284 | Add 93.59% | 50,230 | $125.63 |
| Q3 2025 | -44,736 | Reduce 63.29% | 25,946 | $129.70 |
| Q2 2025 | +13,841 | Add 24.35% | 70,682 | $113.54 |
| Q1 2025 | +2,052 | Add 3.75% | 56,841 | $94.08 |
| Q4 2024 | -468 | Reduce 0.85% | 54,789 | $95.07 |
| Q3 2024 | +38,913 | Add 238.09% | 55,257 | $100.21 |
| Q2 2024 | +16,344 | New Buy | 16,344 | $108.20 |
| Q4 2022 | -3,100 | Sold Out | 0 | $0.00 |
| Q3 2022 | +600 | Add 24.00% | 3,100 | $70.32 |
| Q2 2022 | +2,500 | New Buy | 2,500 | $82.00 |
| Q2 2021 | -3,867 | Sold Out | 0 | $0.00 |
| Q1 2021 | -8,711 | Reduce 69.26% | 3,867 | $118.70 |
| Q4 2020 | -200 | Reduce 1.57% | 12,578 | $86.10 |
| Q3 2020 | -700 | Reduce 5.19% | 12,778 | $73.49 |
| Q2 2020 | -6,700 | Reduce 33.20% | 13,478 | $71.60 |
| Q1 2020 | +1,547 | Add 8.30% | 20,178 | $64.33 |
| Q4 2019 | -4,300 | Reduce 18.75% | 18,631 | $94.63 |
| Q3 2019 | -12,800 | Reduce 35.82% | 22,931 | $75.79 |
| Q2 2019 | -13,800 | Reduce 27.86% | 35,731 | $83.48 |
| Q1 2019 | -1,200 | Reduce 2.37% | 49,531 | $75.12 |
| Q4 2018 | -10,000 | Reduce 16.47% | 50,731 | $61.30 |
| Q3 2018 | -4,900 | Reduce 7.47% | 60,731 | $71.23 |
| Q2 2018 | -6,569 | Reduce 9.10% | 65,631 | $70.32 |
| Q1 2018 | +5,400 | Add 8.08% | 72,200 | $77.27 |
| Q4 2017 | +23,400 | Add 53.92% | 66,800 | $90.88 |
| Q3 2017 | +43,400 | New Buy | 43,400 | $82.53 |
| Q4 2013 | -12,339 | Sold Out | 0 | $0.00 |
| Q3 2013 | -8,187 | Reduce 39.89% | 12,339 | $48.95 |
| Q2 2013 | +20,526 | Add 0.00% | 20,526 | $37.95 |
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 29 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 Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 50,230 shares of Oshkosh Corporation (OSK), valued at approximately $6.31 M.
As of the Q4 2025 filing, Oshkosh Corporation (OSK) represents approximately 0.02% 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.