🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Oshkosh Corporation

OSK Industrials
$134.29 $-1.24 (-0.91%)
Market Cap: $8.29 B
Gurus Holding
11
Popularity Rank
#296
% of Shares Held
6.75%
Net Activity (Q2 2026)
+$283.67 M

Guru Ownership Trend

Guru Analysis for Oshkosh Corporation (OSK)

Oshkosh Corporation (OSK), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $559.58 M.

Top institutional holders include Cliff Asness and Richard Pzena.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $283.67 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 147.7%. Conversely, Joel Greenblatt reduced exposure by 36.9%.

Key Holders

Top 5 by Value

$517.95 M
$63.81 M
$17.56 M
$13.63 M
$12.62 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$309.34 M
Total Buy Value
New Buys 1
Additions 2
-$25.68 M
Total Sell Value
Reductions 7
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
9
Net Buyers
3

FAQs for Oshkosh Corporation (OSK)

Major holders include Cliff Asness ($517.95 M), Richard Pzena ($63.81 M), Steven Cohen ($17.56 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 4.17 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $283.67 M, with 3 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited OSK. The total reported sell value was $25.68 M.

Yes, 1 managers opened new positions in OSK, and 2 increased their existing holdings. The total reported buy value was $309.34 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.18% Add 147.7% 3,379,539 $517.95 M Q2 2026
0.19% Reduce -5.3% 415,766 $63.81 M Q2 2026
0.02% Reduce -7.6% 114,444 $17.56 M Q2 2026
0.15% Reduce -23.3% 88,816 $13.63 M Q2 2026
0.03% Reduce -36.9% 82,230 $12.62 M Q2 2026
0.05% 33,183 $5.09 M Q2 2026
0.01% Reduce -8.6% 18,433 $2.83 M Q2 2026
0.02% Add 0.3% 15,054 $2.31 M Q2 2026
0.01% Reduce -35.1% 12,715 $1.95 M Q2 2026
0.00% Reduce -32.5% 3,750 $575,550 Q2 2026
0.00% New Buy 2,990 $458,905 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form