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Oshkosh Corporation

OSK Industrials
$128.51 +$1.39 (1.09%)
Market Cap: $8.01 B
Gurus Holding
12
Popularity Rank
#275
% of Shares Held
3.72%
Net Activity (Q1 2026)
+$8.77 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 Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $297.87 M.

Top institutional holders include Cliff Asness and Richard Pzena.

Institutional sentiment is currently Bullish. This is evidenced by a $8.77 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Ray Dalio reduced exposure by 71.7%.

Key Holders

Top 5 by Value

$193.03 M
$64.6 M
$19.18 M
$18.22 M
$17.05 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$36.56 M
Total Buy Value
New Buys 4
Additions 2
-$27.79 M
Total Sell Value
Reductions 6
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
8
Net Buyers
6

FAQs for Oshkosh Corporation (OSK)

Major holders include Cliff Asness ($193.03 M), Richard Pzena ($64.6 M), Joel Greenblatt ($19.18 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 2.32 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $8.77 M, with 6 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited OSK. The total reported sell value was $27.79 M.

Yes, 4 managers opened new positions in OSK, and 2 increased their existing holdings. The total reported buy value was $36.56 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.09% Add 1.7% 1,364,152 $193.03 M Q1 2026
0.21% Reduce -14.6% 438,856 $64.6 M Q1 2026
0.06% Add 53.4% 130,315 $19.18 M Q1 2026
0.02% New Buy 123,790 $18.22 M Q1 2026
0.18% Reduce -0.4% 115,789 $17.05 M Q1 2026
0.01% New Buy 43,000 $6.33 M Q1 2026
0.05% Reduce -5.4% 33,183 $4.88 M Q1 2026
0.01% Reduce -59.9% 20,167 $2.97 M Q1 2026
0.01% Reduce -71.7% 19,602 $2.89 M Q1 2026
0.02% Reduce -0.2% 15,003 $2.21 M Q1 2026
0.01% New Buy 8,497 $1.25 M Q1 2026
0.01% New Buy 5,559 $818,340 Q1 2026
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