Oshkosh Corporation
MX ˙ BMV ˙ US6882392011
SecurityMX:OSK / Oshkosh Corporation
InstitutionNicolet Advisory Services, Llc
Latest Disclosed Ownership42,601 shares
Latest Disclosed Value $ 6,375,267
Nicolet Advisory Services, Llc reports 0.30% decrease in ownership of OSK / Oshkosh Corporation

On February 13, 2026 - Nicolet Advisory Services, Llc filed a 13F-HR form disclosing ownership of 42,601 shares of Oshkosh Corporation (MX:OSK) valued at $6,375,267 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 42,731 shares of Oshkosh Corporation. This represents a change in shares of -0.30% 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)
2026-02-13 2025-12-31 13F OSHKOSH COM 688239201 42,601 -130 -0.30 6,375 14.37 0.4295
2025-11-13 2025-09-30 13F OSHKOSH COM 688239201 42,731 -163 -0.38 5,575 -0.45 0.4337
2025-08-13 2025-06-30 13F OSHKOSH COM 688239201 42,894 -1,359 -3.07 5,599 49.79 0.4764
2025-05-08 2025-03-31 13F OSHKOSH COM 688239201 44,253 2,023 4.79 3,739 -1.16 0.3709
2025-02-12 2024-12-31 13F OSHKOSH COM 688239201 42,230 282 0.67 3,782 -8.87 0.3474
2024-11-12 2024-09-30 13F OSHKOSH COM 688239201 41,948 -1,721 -3.94 4,150 -8.35 0.3918
2024-08-14 2024-06-30 13F OSHKOSH COM 688239201 43,669 338 0.78 4,528 -16.44 0.4338
2024-05-10 2024-03-31 13F OSHKOSH COM 688239201 43,331 80 0.18 5,420 19.02 0.5505
2024-02-13 2023-12-31 13F OSHKOSH COM 688239201 43,251 -1,061 -2.39 4,554 11.48 0.4897
2023-11-07 2023-09-30 13F OSHKOSH COM 688239201 44,312 1,200 2.78 4,085 10.86 0.4524
2023-08-09 2023-06-30 13F OSHKOSH COM 688239201 43,112 133 0.31 3,684 12.25 0.4043
2023-05-09 2023-03-31 13F OSHKOSH COM 688239201 42,979 -776 -1.77 3,283 -19.97 0.3783
2023-02-09 2022-12-31 13F OSHKOSH COM 688239201 43,755 34,335 364.49 4,102 483.36 0.5422
2022-11-10 2022-09-30 13F OSHKOSH COM 688239201 9,420 664 7.58 703 -2.09 0.1147
2022-08-08 2022-06-30 13F OSHKOSH COM 688239201 8,756 3 0.03 718 -12.65 0.1066
2022-05-10 2022-03-31 13F OSHKOSH COM 688239201 8,753 121 1.40 822 -15.52 0.1073
2022-02-08 2021-12-31 13F OSHKOSH COM 688239201 8,632 15 0.17 973 10.32 0.1196
2021-11-16 2021-09-30 13F OSHKOSH COM 688239201 8,617 -18 -0.21 882 -18.03 0.1119
2021-08-11 2021-06-30 13F OSHKOSH COM 688239201 8,635 -752 -8.01 1,076 -3.41 0.1403
2021-05-03 2021-03-31 13F OSHKOSH COM 688239201 9,387 -1,298 -12.15 1,114 21.09 0.1563
2021-02-09 2020-12-31 13F OSHKOSH COM 688239201 10,685 -155 -1.43 920 15.43 0.1290
2020-10-27 2020-09-30 13F OSHKOSH COM 688239201 10,840 1,123 11.56 797 14.51 0.1238
2020-08-14 2020-06-30 13F OSHKOSH COM 688239201 9,717 -355 -3.52 696 7.41 0.1069
2020-04-21 2020-03-31 13F OSHKOSH COM 688239201 10,072 186 1.88 648 -30.77 0.1141
2020-01-23 2019-12-31 13F OSHKOSH COM 688239201 9,886 -157 -1.56 936 23.00 0.1471
2019-10-22 2019-09-30 13F OSHKOSH COM 688239201 10,043 278 2.85 761 -6.63 0.1154
2019-07-26 2019-06-30 13F OSHKOSH COM 688239201 9,765 153 1.59 815 12.88 0.1244
2019-05-10 2019-03-31 13F OSHKOSH COM 688239201 9,612 9,612 722 0.1225
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.