← Top Holdings

OSKOshkosh Corp (OSK)

CUSIP: 688239201

7

Guru Owners

$504.2M

Total Value Held

3.4M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Edgar Wachenheim	Greenhaven Associates	2531005	$372.6M	6.14%	$147.21	Q1 2026
Richard Pzena	Pzena Investment Management	438856	$64.6M	0.21%	$147.21	Q1 2026
FPA Queens Road	Bragg Financial Advisors	257398	$37.9M	1.20%	$147.21	Q1 2026
Alex Roepers	Atlantic Investment Management	136300	$20.1M	11.69%	$147.21	Q1 2026
Mairs & Power	Mairs & Power	33183	$4.9M	0.05%	$147.21	Q1 2026
Ray Dalio	Bridgewater Associates	19602	$2.9M	0.01%	$147.21	Q1 2026
Lee Ainslie	Maverick Capital	8497	$1.3M	0.01%	$147.21	Q1 2026

Edgar Wachenheim

$372.6M

6.14%

$64.6M

0.21%

FPA Queens Road

$37.9M

1.20%

$20.1M

11.69%

$4.9M

0.05%

$2.9M

0.01%

$1.3M

0.01%

📊 Fundamentals

Market Cap$8.8B

P/E Ratio15.8x

Near market avg

Forward P/E10.1x

P/FCF16.6x

EPS (TTM)$8.98

Revenue (TTM)$10.4B

Profit Margin5.54%

Div Yield1.61%

Beta1.23

52-Week Range

$116.77

$180.49

Current: $141.83

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 15.8x trailing earnings → 10.1x forward · 5.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '267 owners · $504.2M

INCREASEDEdgar Wachenheim$372.6M

REDUCEDRichard Pzena$64.6M

INCREASEDFPA Queens Road$37.9M

REDUCEDAlex Roepers$20.1M

REDUCEDMairs & Power$4.9M

REDUCEDRay Dalio$2.9M

NEWLee Ainslie$1.3M

SOLDBill Nygren

Q4 '257 owners · $446.3M

REDUCEDEdgar Wachenheim$316.8M

REDUCEDRichard Pzena$64.5M

INCREASEDFPA Queens Road$32.3M

INCREASEDAlex Roepers$19.4M

INCREASEDRay Dalio$8.7M

REDUCEDMairs & Power$4.4M

Q3 '257 owners · $456.9M

REDUCEDEdgar Wachenheim$327.7M

REDUCEDRichard Pzena$66.7M

INCREASEDFPA Queens Road$33.2M

REDUCEDAlex Roepers$19.3M

INCREASEDRay Dalio$5.1M

NEWMairs & Power$4.6M

NEWBill Nygren$213K

Q2 '255 owners · $404.1M

INCREASEDEdgar Wachenheim$290.0M

NEWRichard Pzena$59.7M

INCREASEDFPA Queens Road$29.0M

REDUCEDAlex Roepers$23.7M

REDUCEDRay Dalio$1.6M

SOLDMairs & Power

Q1 '255 owners · $296.4M

NEWEdgar Wachenheim$240.2M

INCREASEDAlex Roepers$22.2M

INCREASEDFPA Queens Road$22.0M

NEWRay Dalio$8.1M

REDUCEDMairs & Power$4.0M

Q4 '243 owners · $48.5M

NEWFPA Queens Road$21.9M

NEWAlex Roepers$21.9M

REDUCEDMairs & Power$4.8M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

7%analyst est. 7.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.1%current: 5.1%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

OSK: Held by 7 superinvestors · 3 congress member trades

SELLLisa McClainR

$1,001 - $15,0002025-10-31

BUYLisa McClainR

$1,001 - $15,0002025-10-30

SELLLisa McClainR

$1,001 - $15,0002025-10-30