Follow-The-Filings

Security

OSK

Oshkosh Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

21 owners 5 new 1 exit max 11.7% (Alex Roepers - Atlantic I...)

grid → activity →
owners 21
rank #191
master % 0.02%
max % 11.7%
tracked value $1.9B
qoq N 5 A 5 R 8 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Alex Roepers - Atlantic Investment Management, Inc. 2026 Q1 11.7% Reduce +0.75 pp 136,300 $20M hist
Greenhaven Associates Inc. 2026 Q2 stale 4.5% Add -1.60 pp 2,558,680 $393M hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0.2% Reduce +0.02 pp 438,856 $65M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.2% Reduce -0.01 pp 115,789 $17M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add 0.00 pp 1,364,152 $193M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.02 pp 130,315 $19M hist
Mairs & Power Inc. 2026 Q1 0.1% Reduce +0.01 pp 33,183 $5M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 250,713 $37M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 123,790 $18M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 7,765,452 $976M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,018,125 $128M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.01 pp 70,368 $10M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 43,000 $6M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.02 pp 19,602 $3M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% New 0.0% 8,497 $1M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 21,641 $3M hist
Natixis Advisors, LLC 2026 Q1 0.0% New 0.0% 10,300 $2M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 2,502 $314 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 2,064 $304 hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.0% Reduce 0.00 pp 1,575 $232 hist
Ancora Advisors LLC 2026 Q1 0.0% — 174 $26 hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 20,519 $3M hist

21 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $9.66B $10.73B $10.42B
Gross profit $1.68B $1.97B $1.82B
Gross margin * 17.4% 18.4% 17.5%
Net income — — —
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.48B $4.53B $5.17B
Total non-current assets * $4.65B $4.9B $4.9B
Total assets $9.13B $9.42B $10.07B
Total current liabilities $3.09B $2.99B $2.66B
Total non-current liabilities — — —
Total equity $3.71B $4.15B $4.53B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $599.6M $550.1M $783.4M
Cash from investing -$1.29B -$388.8M -$204.9M
Cash from financing $3.4M -$75.1M -$315.9M
Net change in cash -$680.5M $79.5M $274.9M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders