오시코시 주식회사
MX ˙ BMV ˙ US6882392011
SecurityMX:OSK / Oshkosh Corporation
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership25,304 shares
Latest Disclosed Value $ 3,724,804
Captrust Financial Advisors reports 108.38% increase in ownership of OSK / Oshkosh Corporation

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 25,304 shares of Oshkosh Corporation (MX:OSK) valued at $3,724,804 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,143 shares of Oshkosh Corporation. This represents a change in shares of 108.38% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F OSHKOSH CORP COM Stock 688239201 25,304 13,161 108.38 3,725 144.20 0.0065
2026-02-17 2025-12-31 13F OSHKOSH CORP COM Stock 688239201 12,143 970 8.68 1,526 5.24 0.0029
2025-11-19 2025-09-30 13F OSHKOSH CORP COM Stock 688239201 11,173 9 0.08 1,449 14.36 0.0030
2025-08-15 2025-06-30 13F OSHKOSH CORP COM Stock 688239201 11,164 1,151 11.50 1,268 34.50 0.0028
2025-05-15 2025-03-31 13F OSHKOSH CORP COM Stock 688239201 10,013 6,754 207.24 942 204.85 0.0024
2025-02-14 2024-12-31 13F OSHKOSH CORP COM Stock 688239201 3,259 122 3.89 310 -1.59 0.0009
2024-11-14 2024-09-30 13F OSHKOSH CORP COM Stock 688239201 3,137 -63 -1.97 314 -9.25 0.0009
2024-08-15 2024-06-30 13F OSHKOSH CORP COM Stock 688239201 3,200 647 25.34 346 8.81 0.0011
2024-05-15 2024-03-31 13F OSHKOSH CORP COM Stock 688239201 2,553 -1,107 -30.25 318 -19.70 0.0012
2024-02-14 2023-12-31 13F OSHKOSH CORP COM Stock 688239201 3,660 690 23.23 397 39.93 0.0014
2023-11-15 2023-09-30 13F OSHKOSH CORP COM Stock 688239201 2,970 -1,457 -32.91 283 -26.11 0.0011
2023-08-15 2023-06-30 13F OSHKOSH CORP COM Stock 688239201 4,427 4,427 383 0.0015
2022-11-16 2022-09-30 13F OSHKOSH CORP COM Common Stock 688239201 0 -3,817 -100.00 0 -100.00
2022-08-23 2022-06-30 13F/A-1 OSHKOSH CORP COM Common Stock 688239201 3,817 2,606 215.19 314 157.38 0.0020
2022-08-16 2022-06-30 13F OSHKOSH CORP COM COM 688239201 3,996 2,785 328 0.0024
2022-05-16 2022-03-31 13F OSHKOSH COM 688239201 1,211 151 14.25 122 2.52 0.0008
2022-02-14 2021-12-31 13F OSHKOSH CORP COM Common Stock 688239201 1,060 -210 -16.54 119 -8.46 0.0008
2021-11-16 2021-09-30 13F OSHKOSH CORP COM Common Stock 688239201 1,270 3 0.24 130 -17.72 0.0011
2021-08-16 2021-06-30 13F OSHKOSH CORP COM Common Stock 688239201 1,267 -61 -4.59 158 0.00 0.0015
2021-05-17 2021-03-31 13F OSHKOSH CORP COM Common Stock 688239201 1,328 679 104.62 158 182.14 0.0017
2021-02-16 2020-12-31 13F OSHKOSH CORP COM Common Stock 688239201 649 -346 -34.77 56 -23.29 0.0007
2020-11-17 2020-09-30 13F OSHKOSH CORP COM Common Stock 688239201 995 -42,645 -97.72 73 -97.62 0.0012
2020-08-14 2020-06-30 13F OSHKOSH CORP COM Common Stock 688239201 43,640 9,399 27.45 3,065 39.57 0.0505
2020-05-15 2020-03-31 13F OSHKOSH CORP COM Common Stock 688239201 34,241 14,074 69.79 2,196 15.03 0.0484
2020-02-14 2019-12-31 13F OSHKOSH COM 688239201 20,167 20,067 20,067.00 1,909 23,762.50 0.0301
2019-11-14 2019-09-30 13F OSHKOSH CORP COM Common Stock 688239201 100 0 0.00 8 0.00 0.0003
2019-08-13 2019-06-30 13F OSHKOSH CORP COM Common Stock 688239201 100 0 0.00 8 0.00 0.0003
2019-05-15 2019-03-31 13F OSHKOSH CORP COM Common Stock 688239201 100 0 0.00 8 33.33 0.0003
2019-02-13 2018-12-31 13F OSHKOSH CORP COM Common Stock 688239201 100 0 0.00 6 -14.29 0.0003
2018-11-15 2018-09-30 13F OSHKOSH CORP COM Common Stock 688239201 100 0 0.00 7 0.00 0.0003
2018-08-13 2018-06-30 13F OSHKOSH CORP COM Common Stock 688239201 100 0 0.00 7 0.00 0.0004
2018-05-15 2018-03-31 13F OSHKOSH CORP COM Common Stock 688239201 100 -12 -10.71 7 -30.00 0.0004
2018-02-14 2017-12-31 13F OSHKOSH CORP COM Common Stock 688239201 112 112 10 0.0006
2017-11-13 2017-09-30 13F OSHKOSH CORP COM Common Stock 688239201 0 -329 -100.00 0 -100.00
2017-08-10 2017-06-30 13F OSHKOSH CORP COM Common Stock 688239201 329 329 23 0.0020
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.