OSK
Oshkosh Corp
7 super-investors hold OSK worth a combined $464M. The largest position: Alex Roepers at 11.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 39 — ranked #136 of 724 scored stocks.
Why super-investors own OSK
Collective ownership within the cohort is modest — seven holders with $464M in combined exposure — but the bulk of that figure sits with Greenhaven Associates, whose $373M position represents 6.1% of its portfolio and dwarfs every other holder. Alex Roepers carries the highest conviction at 11.7% of his own book, while Richard Pzena ($65M) and Mairs & Power ($5M) round out the meaningful stakes. Activity in 2026Q1 was entirely flat: no new entrants, no additions, no trims, no exits. The cohort owner count has also stalled at two for six consecutive quarters before ticking up recently, suggesting interest has plateaued rather than built momentum in either direction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Greenhaven Associates | 6.1% | 15q | $373M | 2,531,005 |
| 2 | Richard Pzena | 0.2% | 4q | $65M | 438,856 |
| 3 | Alex Roepers | 11.7% | 14q | $20M | 136,300 |
| 4 | Mairs & Power Funds | 0.1% | 40q | $5M | 33,183 |
| 5 | Lee Ainslie | <0.1% | 4q | $1M | 8,497 |
| 6 | Joel Greenblatt | 0.0% | 39q | $304K | 2,064 |
| 7 | Bill Nygren | 0.0% | 12q | $232K | 1,575 |
- 1Greenhaven Associatesport6.1%val$373M2,531,005 sh·15q held
- 2Richard Pzenaport0.2%val$65M438,856 sh·4q held
- 3Alex Roepersport11.7%val$20M136,300 sh·14q held
- 4Mairs & Power Fundsport0.1%val$5M33,183 sh·40q held
- 5Lee Ainslieport<0.1%val$1M8,497 sh·4q held
- 6Joel Greenblattport0.0%val$304K2,064 sh·39q held
- 7Bill Nygrenport0.0%val$232K1,575 sh·12q held
Owners of OSK also hold
Long US equity 13F-HR filings only. CUSIP 688239201. Not investment advice.