What smart money is saying about Oshkosh
OSK
No fund has written a full thesis on Oshkosh in our archive, but 2 fund letters report a position in it — most recently Aristotle Value Equity Strategy in September 2026.
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2
Reported positions
0
Bought
1
Sold
3
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Oshkosh — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- September 2026
“During the quarter, we sold our position in Oshkosh and purchased Carrier Global.”
Oshkosh - HoldsTowle Value StrategyJune 2026
“Below are the largest contributors and detractors to quarterly performance (as measured by contribution to return): Company Contribution % Company Contribution % 1. Methode Electronics (MEI) 3.88% 1. Alpha Met. (AMR) -0.57% 2. Oscar Health (OSCR) 2.89% 2. AdvanSix Inc. (ASIX) -0.53% 3. Molina Healthcare (MOH) 1.56% 3. Oshkosh Corp. (OSK) -0.46%”
Oshkosh
Also mentioned · 1
These funds discuss Oshkosh — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedSouthernSun AM SMID Cap CompositeJune 2026
“Our team traveled to Indianapolis for the FDIC Firefighter’s Convention to meet with senior leadership of MSA Safety and Oshkosh Corp and speak to everyday users of these companies’ equipment, to Orlando for”
Oshkosh
Read the letters behind these Oshkosh positions
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