Oshkosh Corporation
US ˙ NYSE ˙ US6882392011

SecurityOSK / Oshkosh Corporation
InstitutionCwm, Llc
Latest Disclosed Ownership39,703 shares
Latest Disclosed Value $ 5,844,742
Cwm, Llc reports 6.03% increase in ownership of OSK / Oshkosh Corporation

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 39,703 shares of Oshkosh Corporation (US:OSK) valued at $5,844,679 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 37,445 shares of Oshkosh Corporation. This represents a change in shares of 6.03% during the quarter. The current value of the position is $5,322,187 USD.

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 COM 688239201 39,703 2,258 6.03 5,845 146,000.00 0.0152
2026-01-26 2025-12-31 13F OSHKOSH COM 688239201 37,445 224 0.60 5 0.00 0.0127
2025-10-15 2025-09-30 13F OSHKOSH COM 688239201 37,221 -1,489 -3.85 5 0.00 0.0145
2025-07-25 2025-06-30 13F OSHKOSH COM 688239201 38,710 8,733 29.13 4 100.00 0.0155
2025-05-01 2025-03-31 13F OSHKOSH COM 688239201 29,977 27,065 929.43 3 0.0112
2025-02-04 2024-12-31 13F OSHKOSH COM 688239201 2,912 -844 -22.47 0 0.0011
2024-10-08 2024-09-30 13F OSHKOSH COM 688239201 3,756 -1,888 -33.45 0 0.0016
2024-07-10 2024-06-30 13F OSHKOSH COM 688239201 5,644 1,500 36.20 1 0.0029
2024-04-05 2024-03-31 13F OSHKOSH COM 688239201 4,144 1,454 54.05 1 0.0025
2024-02-01 2023-12-31 13F OSHKOSH COM 688239201 2,690 404 17.67 0 0.0016
2023-10-11 2023-09-30 13F OSHKOSH COM 688239201 2,286 362 18.81 0 0.0013
2023-08-03 2023-06-30 13F OSHKOSH COM 688239201 1,924 -82 -4.09 0 0.0010
2023-05-01 2023-03-31 13F OSHKOSH COM 688239201 2,006 118 6.25 0 0.0011
2023-02-01 2022-12-31 13F OSHKOSH COM 688239201 1,888 -65 -3.33 0 -100.00 0.0012
2022-10-27 2022-09-30 13F OSHKOSH COM 688239201 1,953 105 5.68 137 -9.87 0.0011
2022-07-28 2022-06-30 13F OSHKOSH COM 688239201 1,848 25 1.37 152 -16.94 0.0012
2022-04-21 2022-03-31 13F OSHKOSH COM 688239201 1,823 -126 -6.46 183 -16.82 0.0013
2022-01-31 2021-12-31 13F OSHKOSH COM 688239201 1,949 101 5.47 220 -4.35 0.0015
2021-09-15 2021-06-30 13F/A-1 OSHKOSH COM 688239201 1,848 0 0.00 230 0.00 0.0018
2021-07-29 2021-06-30 13F OSHKOSH COM 688239201 1,848 0 230 0.0018
2021-09-15 2021-03-31 13F/A-1 OSHKOSH COM 688239201 1,848 0 0.00 230 0.00 0.0018
2021-04-27 2021-03-31 13F OSHKOSH COM 688239201 1,760 -88 209 0.0018
2021-09-15 2020-12-31 13F/A-1 OSHKOSH COM 688239201 1,848 0 0.00 230 0.00 0.0018
2021-01-27 2020-12-31 13F OSHKOSH COM 688239201 1,755 -93 151 0.0014
2021-09-15 2020-09-30 13F/A-1 OSHKOSH COM 688239201 1,848 0 0.00 230 0.00 0.0018
2020-10-19 2020-09-30 13F OSHKOSH COM 688239201 1,774 -74 130 0.0014
2021-09-15 2020-06-30 13F/A-1 OSHKOSH COM 688239201 1,848 0 0.00 230 0.00 0.0018
2020-07-22 2020-06-30 13F OSHKOSH COM 688239201 1,706 -142 122 0.0014
2021-09-15 2020-03-31 13F/A-1 OSHKOSH COM 688239201 1,848 0 0.00 230 0.00 0.0018
2020-04-28 2020-03-31 13F OSHKOSH COM 688239201 1,401 -447 90 0.0013
2021-09-14 2019-12-31 13F/A-1 OSHKOSH COM 688239201 1,848 0 0.00 230 0.00 0.0018
2020-01-27 2019-12-31 13F OSHKOSH COM 688239201 1,355 -493 128 0.0016
2021-09-14 2019-09-30 13F/A-1 OSHKOSH COM 688239201 1,848 0 0.00 230 0.00 0.0018
2019-10-22 2019-09-30 13F OSHKOSH COM 688239201 1,319 -529 100 0.0015
2021-09-14 2019-06-30 13F/A-1 OSHKOSH COM 688239201 1,848 0 0.00 230 0.00 0.0018
2019-07-31 2019-06-30 13F OSHKOSH COM 688239201 1,419 -429 118 0.0020
2021-09-02 2019-03-31 13F/A-1 OSHKOSH COM 688239201 1,848 583 46.09 230 194.87 0.0018
2019-04-22 2019-03-31 13F OSHKOSH COM 688239201 1,265 0 95 0.0019
2019-01-25 2018-12-31 13F OSHKOSH COM 688239201 1,265 645 104.03 78 77.27 0.0019
2018-10-29 2018-09-30 13F OSHKOSH COM 688239201 620 267 75.64 44 76.00 0.0011
2018-07-31 2018-06-30 13F OSHKOSH COM 688239201 353 100 39.53 25 25.00 0.0008
2018-04-26 2018-03-31 13F OSHKOSH COM 688239201 253 -48 -15.95 20 -25.93 0.0008
2018-01-16 2017-12-31 13F OSHKOSH COM 688239201 301 -41 -11.99 27 -3.57 0.0012
2017-10-16 2017-09-30 13F OSHKOSH COM 688239201 342 41 13.62 28 33.33 0.0013
2017-07-17 2017-06-30 13F OSHKOSH COM 688239201 301 26 9.45 21 10.53 0.0011
2017-04-17 2017-03-31 13F OSHKOSH COM 688239201 275 -1,370 -83.28 19 -82.08 0.0011
2017-01-19 2016-12-31 13F OSHKOSH COM 688239201 1,645 -79,015 -97.96 106 -97.65 0.0065
2016-10-17 2016-09-30 13F OSHKOSH COM 688239201 80,660 -8,423 -9.46 4,517 6.28 0.3118
2016-07-21 2016-06-30 13F OSHKOSH COM 688239201 89,083 -4,728 -5.04 4,250 10.85 0.3100
2016-04-18 2016-03-31 13F OSHKOSH COM 688239201 93,811 -3,560 -3.66 3,834 0.87 0.3367
2016-02-01 2015-12-31 13F OSHKOSH COM 688239201 97,371 291 0.30 3,801 7.77 0.3714
2015-10-30 2015-09-30 13F OSHKOSH COM 688239201 97,080 5,282 5.75 3,527 -9.33 0.3551
2015-07-09 2015-06-30 13F OSHKOSH COM 688239201 91,798 8,022 9.58 3,890 -4.82 0.3732
2015-04-30 2015-03-31 13F OSHKOSH COM 688239201 83,776 6,829 8.87 4,087 9.19 0.4139
2015-02-12 2014-12-31 13F OSHKOSH COM 688239201 76,947 -82,001 -51.59 3,743 -46.67 0.4543
2014-11-14 2014-09-30 13F OSHKOSH COM 688239201 158,948 19,006 13.58 7,018 -9.69 1.0190
2014-08-14 2014-06-30 13F OSHKOSH COM 688239201 139,942 27,821 24.81 7,771 17.72 1.3905
2014-05-16 2014-03-31 13F OSHKOSH COM 688239201 112,121 21,551 23.79 6,601 44.32 0.8998
2014-02-14 2013-12-31 13F OSHKOSH COM 688239201 90,570 69,958 339.40 4,574 352.87 0.7135
2013-11-14 2013-09-30 13F OSHKOSH COM 688239201 20,612 20,612 1,010 0.2650
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.