Alex Roepers - Atlantic Investment Management, Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $171,658,756
Holdings Activity Buys Sells    History
Holding/activity history for  Oshkosh Corp. (OSK)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 136,300 11.69 Reduce 11.84% 1.29 $147.21 $20,064,723 SEC
2025   Q4 154,600 10.93 Add 3.69% 0.39 $125.63 $19,422,398 SEC
2025   Q3 149,100 11.11 Reduce 28.69% 3.47 $129.70 $19,338,270 SEC
2025   Q2 209,100 12.11 Reduce 11.36% 1.41 $113.54 $23,741,214 SEC
2025   Q1 235,900 12.40 Add 2.57% 0.31 $94.08 $22,193,472 SEC
2024   Q4 230,000 10.56 Buy 10.56 $95.07 $21,866,100 SEC
2020   Q2 0 0.00 Sell 100.00% 13.15 SEC
2020   Q1 362,185 13.15 Buy 13.15 $64.33 $23,299,000 SEC
2019   Q4 0 0.00 Sell 100.00% 11.35 SEC
2019   Q3 426,788 11.35 Reduce 8.84% 0.93 $75.80 $32,351,000 SEC
2019   Q2 468,173 10.52 Reduce 4.74% 0.45 $83.49 $39,088,000 SEC
2019   Q1 491,464 9.44 Add 1.75% 0.16 $75,130.00 $36,923,690,000 SEC
2018   Q4 483,025 7.77 Add 773.46% 6.88 $61.31 $29,614,000 SEC
2018   Q3 55,300 0.66 Reduce 10.95% 0.07 $71.25 $3,940,000 SEC
2018   Q2 62,100 0.68 Buy 0.68 $70.32 $4,367,000 SEC
2017   Q1 0 0.00 Sell 100.00% 0.48 SEC
2016   Q4 60,000 0.48 Buy 0.48 $64.62 $3,877,000 SEC
2016   Q1 0 0.00 Sell 100.00% 1.34 SEC
2015   Q4 332,431 1.34 Reduce 0.18% <0.01 $39.04 $12,978,000 SEC
2015   Q3 333,016 1.15 Buy 1.15 $36.33 $12,098,000 SEC
2011   Q3 0 0.00 Sell 100.00% 13.66 SEC
2011   Q2 4,200,000 13.66 Add 82.61% 6.18 $28.94 $121,548,000 SEC
2011   Q1 2,300,000 12.26 Add 15.00% 1.60 $35.38 $81,374,000 SEC
2010   Q4 2,000,000 8.57 Buy 8.57 $35.24 $70,480,000 SEC
2008   Q3 0 0.00 Sell 100.00% 0.59 SEC
2008   Q2 428,900 0.59 Reduce 50.08% 0.86 $20.69 $8,874,000 SEC
2008   Q1 859,250 1.71 Reduce 2.36% 0.06 $36.28 $31,174,000 SEC
2007   Q4 880,000 2.75 Add 31.34% 0.66 $47.26 $41,589,000 SEC
2007   Q3 670,000 2.29 $61.97 $41,520,000 SEC
2007   Q2 670,000 2.46 Reduce 10.67% 0.25 $62.92 $42,156,000 SEC
2007   Q1 750,000 2.34 Reduce 8.54% 0.20 $53.00 $39,750,000 SEC
2006   Q4 820,000 2.35 Buy 2.35 $48.42 $39,704,000 SEC