Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
OSK —
OSHKOSH CORP
CUSIP: 688239201 · Held by 8 superinvestors · Combined value: $472,014,899
Latest News
Loading financials…
| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Greenhaven Associates | 5.1% | $316,750,416 | 2,521,296 | REDUCE | -5,310 |
| 2 | Richard Pzena | 0.2% | $64,526,206 | 513,621 | REDUCE | -892 |
| 3 | FPA Queens Road | 1.1% | $32,254,875 | 256,745 | ADD | +733 |
| 4 | Ken Griffin | 0.0% | $25,753,019 | 204,991 | REDUCE | -10,693 |
| 5 | Alex Roepers | 10.9% | $19,422,398 | 154,600 | ADD | +5,500 |
| 6 | Ray Dalio | 0.0% | $8,695,606 | 69,216 | ADD | +30,184 |
| 7 | Mairs & Power | 0.0% | $4,405,718 | 35,069 | REDUCE | -475 |
| 8 | Bill Nygren | 0.0% | $206,661 | 1,645 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Alex Roepers | ADD | +5,500 | +3.7% |
| FPA Queens Road | ADD | +733 | +0.3% |
| Ray Dalio | ADD | +30,184 | +77.3% |
| Greenhaven Associates | REDUCE | -5,310 | -0.2% |
| Ken Griffin | REDUCE | -10,693 | -5.0% |
| Mairs & Power | REDUCE | -475 | -1.3% |
| Richard Pzena | REDUCE | -892 | -0.2% |
| Jim Simons | SOLD | -50,600 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | NEW BUY | +1,645 | New |
| Jim Simons | NEW BUY | +50,600 | New |
| FPA Queens Road | ADD | +901 | +0.4% |
| Ray Dalio | ADD | +24,550 | +169.5% |
| Alex Roepers | REDUCE | -60,000 | -28.7% |
| Greenhaven Associates | REDUCE | -27,800 | -1.1% |
| Ken Griffin | REDUCE | -90,664 | -29.6% |
| Mairs & Power | REDUCE | -2,246 | -5.9% |
| Richard Pzena | REDUCE | -11,374 | -2.2% |
Who Owns OSK? Superinvestor Holdings
OSHKOSH CORP is held by 8 tracked superinvestors, with a combined position value of $472 million . The largest positions are held by Greenhaven Associates (5.1% of portfolio), Richard Pzena (0.2% of portfolio), FPA Queens Road (1.1% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 4 reduced or exited.