TOWLE & CO OSK OSHKOSH CORP

Ownership history in TOWLE & CO  ·  3 quarters on record

AI Ownership Summary

TOWLE & CO reported OSHKOSH CORP (OSK) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 2.61% in 2026 Q1. The latest visible filing shows OSK at 2.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOWLE & CO's position in OSHKOSH CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OSK was reported at 2.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.61% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TOWLE & CO held OSK — position size vs. price
% of Fund (quarterly)    OSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 45,676 -27,942 -38.0% 2.61% $6.7M 2026-05-14 $126.12
2025 Q4 ADDED 73,618 +18,652 +33.9% 2.44% $9.2M 2026-02-12 $166.52
2025 Q3 INITIATED 54,966 1.80% $7.1M 2025-11-10 $121.55

FAQ About TOWLE & CO and OSK

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOWLE & CO reported owning OSK?

TOWLE & CO reported OSK across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported OSK position in TOWLE & CO's portfolio?

The largest reported portfolio weight for OSK was 2.61% in 2026 Q1.

What is the latest reported OSK position on this page?

The most recent filing on this page is 2026 Q1, when TOWLE & CO reported 45,676 shares, equal to 2.61% of portfolio, with an estimated market value of $6.7M.

What does the chart on this OSK ownership page compare?

The chart compares TOWLE & CO's quarterly OSK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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