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Oshkosh (OSK): Southpoint Capital Advisors LP exited its position 1.4M shares

Southpoint Capital Advisors LP exited its position in Oshkosh, per its Q1 2026 13F.

1.4M
Prior-quarter shares · no longer reported
Holdings as of
Mar 31, 2026
Filed
May 15, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Dec 16, 2025Federal contract · $53.6M obligatedDepartment of Defense awarded OSHKOSH CORP: $53.6M obligated to date
  2. Jan 30, 2026Federal contract · $25.6M obligatedDepartment of Defense awarded OSHKOSH CORP: $25.6M obligated to date
  3. Mar 6, 2026Federal contract · $42.4M obligatedDepartment of Defense awarded OSHKOSH CORP: $42.4M obligated to date
  4. Mar 16, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
  5. Mar 31, 2026Federal contract · $34.3M obligatedDepartment of Defense awarded OSHKOSH CORP: $34.3M obligated to date
  6. Apr 1, 2026Federal contract · $27.5M obligatedDepartment of Defense awarded OSHKOSH CORP: $27.5M obligated to date
  7. Apr 10, 2026Federal contract · $38.9M obligatedDepartment of Defense awarded OSHKOSH CORP: $38.9M obligated to date
  8. May 8, 2026Company filing · Form 8-K · ResultsReported its results
  9. May 12, 2026InsiderDirector sold ~$68K of OSK shares in the open market

What came next

  1. May 18, 2026FDA · NHTSA campaign 26V311000Vehicle recall of 76 units: electrical system, propulsion system, fuses, relays, contacts, and shunts
  2. May 29, 2026Federal contract · $70.6M obligatedDepartment of Defense awarded OSHKOSH CORP: $70.6M obligated to date
  3. May 29, 2026Federal contract · $21.5M obligatedDepartment of Defense awarded OSHKOSH CORP: $21.5M obligated to date
  4. Jun 2, 2026Federal contract · $129.1M obligatedDepartment of Defense awarded OSHKOSH CORP: $129M obligated to date
  5. Jun 16, 2026Federal contract · $43.8M obligatedDepartment of Defense awarded OSHKOSH CORP: $43.8M obligated to date
  6. Jul 28, 2026Company filing · Form 8-K · ResultsReported its results
View the official recordSEC Form 13F-HR

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Oshkosh

For Oshkosh, OQRO holds 1 insider filing (SEC Form 4 or Form 144) and 3 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its OSK page.

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Other disclosures at Oshkosh

Everything OQRO holds on this company is on its OSK page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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