Alex Roepers - Atlantic Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $171,658,756
Holdings Activity Buys Sells    History
Holding/activity history for  Oshkosh Corp. (OSK)
← All OSK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 136,300 11.69 Reduce 11.84% 1.29 $126.25–180.49 · VW $151.32i $20,064,723 SEC
2025   Q4 154,600 10.93 Add 3.69% 0.39 $118.49–141.13 · VW $128.42i $19,422,398 SEC
2025   Q3 149,100 11.11 Reduce 28.69% 3.47 $113.93–144.30 · VW $129.31i $19,338,270 SEC
2025   Q2 209,100 12.11 Reduce 11.36% 1.41 $76.82–114.37 · VW $101.58i $23,741,214 SEC
2025   Q1 235,900 12.40 Add 2.57% 0.31 $89.08–118.39 · VW $100.52i $22,193,472 SEC
2024   Q4 230,000 10.56 Buy 10.56 $92.61–115.96 · VW $101.21i $21,866,100 SEC
2020   Q2 0 0.00 Sell 100.00% 13.15 $55.33–87.05 · VW $71.33i SEC
2020   Q1 362,185 13.15 Buy 13.15 $46.72–95.20 · VW $68.75i $23,299,000 SEC
2019   Q4 0 0.00 Sell 100.00% 11.35 $69.18–95.62 · VW $86.48i SEC
2019   Q3 426,788 11.35 Reduce 8.84% 0.93 $66.04–86.45 · VW $76.10i $32,351,000 SEC
2019   Q2 468,173 10.52 Reduce 4.74% 0.45 $70.95–84.86 · VW $79.77i $39,088,000 SEC
2019   Q1 491,464 9.44 Add 1.75% 0.16 $59.04–82.48 · VW $72.22i $36,923,690 SEC
2018   Q4 483,025 7.77 Add 773.46% 6.88 $51.42–73.64 · VW $62.12i $29,614,000 SEC
2018   Q3 55,300 0.66 Reduce 10.95% 0.07 $66.77–77.05 · VW $71.69i $3,940,000 SEC
2018   Q2 62,100 0.68 Buy 0.68 $67.88–81.92 · VW $73.37i $4,367,000 SEC
2017   Q1 0 0.00 Sell 100.00% 0.48 $64.66–74.16 · VW $69.14i SEC
2016   Q4 60,000 0.48 Buy 0.48 $52.00–71.99 · VW $62.87i $3,877,000 SEC
2016   Q1 0 0.00 Sell 100.00% 1.34 $29.59–41.54 · VW $37.33i SEC
2015   Q4 332,431 1.34 Reduce 0.18% <0.01 $35.08–44.13 · VW $39.42i $12,978,000 SEC
2015   Q3 333,016 1.15 Buy 1.15 $32.56–43.34 · VW $37.41i $12,098,000 SEC
2011   Q3 0 0.00 Sell 100.00% 13.66 $15.65–33.78 · VW $21.72i SEC
2011   Q2 4,200,000 13.66 Add 82.61% 6.18 $25.25–36.73 · VW $30.31i $121,548,000 SEC
2011   Q1 2,300,000 12.26 Add 15.00% 1.60 $32.37–40.11 · VW $35.95i $81,374,000 SEC
2010   Q4 2,000,000 8.57 Buy 8.57 $27.35–35.98 · VW $32.86i $70,480,000 SEC
2008   Q3 0 0.00 Sell 100.00% 0.59 $9.05–20.95 · VW $14.39i SEC
2008   Q2 428,900 0.59 Reduce 50.08% 0.86 $19.75–42.59 · VW $27.68i $8,874,000 SEC
2008   Q1 859,250 1.71 Reduce 2.36% 0.06 $35.00–48.21 · VW $39.83i $31,174,000 SEC
2007   Q4 880,000 2.75 Add 31.34% 0.66 $44.85–63.55 · VW $51.89i $41,589,000 SEC
2007   Q3 670,000 2.29 $61.97 $41,520,000 SEC
2007   Q2 670,000 2.46 Reduce 10.67% 0.25 $52.16–64.59 · VW $59.89i $42,156,000 SEC
2007   Q1 750,000 2.34 Reduce 8.54% 0.20 $46.92–57.60 · VW $52.51i $39,750,000 SEC
2006   Q4 820,000 2.35 Buy 2.35 $43.60–55.54 · VW $49.19i $39,704,000 SEC
Price snapshot:
Current price$145.85
Avg. buy price$96.13
+/- since buy51.72%
52-week low$116.25
52-week high$179.20