4
OSK
Oshkosh Corp (OSK) · Consumer Discretionary
Consensus score 4/100 · #101 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
3.2%
of their portfolios
Combined value
$390M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Greenhaven Associates Concentrated | 6.1% | $373M | HOLD |
| Horizon Kinetics Franchise/inflation | 0.2% | $17M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.