Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2021   Q1 0 0.00 Sell 100.00% 0.05 $83.96–123.49 · VW $108.70i SEC
2020   Q4 43,363 0.05 Add 15.93% <0.01 $66.74–88.70 · VW $80.50i $3,732,000 SEC
2020   Q3 37,406 0.04 $73.49 $2,749,000 SEC
2020   Q2 37,406 0.04 Reduce 26.05% 0.01 $55.33–87.05 · VW $71.33i $2,679,000 SEC
2020   Q1 50,581 0.05 Buy 0.05 $46.72–95.20 · VW $68.75i $3,254,000 SEC
2017   Q3 0 0.00 Sell 100.00% 0.06 $64.14–83.49 · VW $76.72i SEC
2017   Q2 105,430 0.06 Reduce 56.46% 0.08 $61.74–75.00 · VW $68.54i $7,262,000 SEC
2017   Q1 242,160 0.14 Reduce 0.30% <0.01 $64.66–74.16 · VW $69.14i $16,610,000 SEC
2016   Q4 242,890 0.13 Reduce 22.90% 0.03 $52.00–71.99 · VW $62.87i $15,693,000 SEC
2016   Q3 315,040 0.15 Reduce 21.99% 0.04 $45.19–57.75 · VW $52.98i $17,642,000 SEC
2016   Q2 403,860 0.17 Reduce 13.32% 0.02 $38.47–49.71 · VW $45.30i $19,268,000 SEC
2016   Q1 465,920 0.18 Reduce 45.16% 0.14 $29.59–41.54 · VW $37.33i $19,042,000 SEC
2015   Q4 849,670 0.31 Reduce 1.69% <0.01 $35.08–44.13 · VW $39.42i $33,171,000 SEC
2015   Q3 864,280 0.28 Add 3.87% 0.01 $32.56–43.34 · VW $37.41i $31,399,000 SEC
2015   Q2 832,100 0.29 Reduce 15.60% 0.06 $42.36–55.69 · VW $46.81i $35,264,000 SEC
2015   Q1 985,900 0.41 Reduce 11.24% 0.05 $38.64–49.40 · VW $45.61i $48,102,000 SEC
2014   Q4 1,110,800 0.44 Add 0.22% <0.01 $39.72–49.50 · VW $45.96i $54,040,000 SEC
2014   Q3 1,108,400 0.42 Add 3.50% 0.01 $44.03–57.99 · VW $48.72i $48,936,000 SEC
2014   Q2 1,070,900 0.50 Reduce 9.46% 0.06 $51.26–60.45 · VW $55.75i $59,467,000 SEC
2014   Q1 1,182,800 0.63 Reduce 17.30% 0.12 $48.93–59.24 · VW $55.68i $69,631,000 SEC
2013   Q4 1,430,200 0.70 Reduce 8.04% 0.07 $45.66–53.70 · VW $49.91i $72,053,000 SEC
2013   Q3 1,555,300 0.81 Reduce 34.96% 0.35 $37.70–49.58 · VW $45.42i $76,179,000 SEC
2013   Q2 2,391,200 1.00 Reduce 14.49% 0.19 $33.88–42.66 · VW $38.17i $90,794,000 SEC
2013   Q1 2,796,400 1.34 Add 0.32% <0.01 $30.80–42.62 · VW $38.64i $118,819,000 SEC
2012   Q4 2,787,500 1.04 Add 4.54% 0.05 $26.74–31.65 · VW $29.35i $82,650,000 SEC
2012   Q3 2,666,400 0.93 Reduce 1.52% 0.01 $19.02–29.79 · VW $25.41i $73,139,000 SEC
2012   Q2 2,707,500 0.74 $20.95 $56,723,000 SEC
2012   Q1 2,707,500 0.90 Reduce 3.82% 0.04 $21.74–26.34 · VW $23.75i $62,733,000 SEC
2011   Q4 2,815,000 0.93 Add 3.33% 0.03 $14.07–22.92 · VW $19.46i $60,184,000 SEC
2011   Q3 2,724,300 0.78 Add 117.46% 0.42 $15.65–33.78 · VW $21.72i $42,881,000 SEC
2011   Q2 1,252,800 0.60 Buy 0.60 $25.25–36.73 · VW $30.31i $36,256,000 SEC
2007   Q1 0 0.00 Sell 100.00% 0.70 $46.92–57.60 · VW $52.51i SEC
2006   Q4 616,500 0.70 $48.42 $29,851,000 SEC
Price snapshot:
Current price$145.85
52-week low$116.25
52-week high$179.20