Alex Roepers
Atlantic Investment Management
Alex Roepers Oshkosh Corp stake
total: 128
Atlantic Investment Management OSK trades
- Total transactions:
- 20
- New positions:
- 5
- Sold out:
- 4
- Added:
- 4
- Reduced:
- 7
- Held since:
- 2024 Q4
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Alex Roepers holds 136,300 Oshkosh Corp (OSK) shares with a market value of roughly $20.06M accounting for 11.69% of the overall portfolio. To date, the estimated cost basis is nearly $95.74 for "buy" trades and estimated average "sell" price is $128.63. Atlantic Investment Management first purchased OSK in 2015 Q3, initially acquiring 333,016 shares. Alex Roepers later completely sold out the position and invested in Oshkosh Corp again in 2024 Q4. Since the initial investment in Oshkosh Corp (OSK), Atlantic Investment Management has made 19 more transactions.
When did Alex Roepers buy Oshkosh Corp (OSK)?
Alex Roepers first invested in Oshkosh Corp (OSK) in 2015 Q3 at the reported quarter-end price of $36.33 per share.
What's the cost basis of Atlantic Investment Management's OSK stake?
The estimated cost basis for Oshkosh Corp (OSK) stake is around $95.74 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $95.74
- Weighted AVG sell price:
- $128.63
Alex Roepers's historical trades in Oshkosh Corp
20 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
11.69%
|
136,300
|
$147.21
|
$20,064,723
|
-11.84% (-18,300)
|
-1.52%
|
|
2025 Q4
|
10.93%
|
154,600
|
$125.63
|
$19,422,398
|
+3.69% (+5,500)
|
+0.39%
|
|
2025 Q3
|
11.11%
|
149,100
|
$129.70
|
$19,338,270
|
-28.69% (-60,000)
|
-3.97%
|
|
2025 Q2
|
12.11%
|
209,100
|
$113.54
|
$23,741,214
|
-11.36% (-26,800)
|
-1.7%
|
|
2025 Q1
|
12.40%
|
235,900
|
$94.08
|
$22,193,472
|
+2.57% (+5,900)
|
+0.31%
|
|
2024 Q4
|
10.56%
|
230,000
|
$95.07
|
$21,866,100
|
new
|
+10.56%
|
|
2020 Q2
|
0.00%
|
$64.33
|
-100% (-362,185)
|
|||
|
2020 Q1
|
13.15%
|
$64.33
|
new
|
|||
|
2019 Q4
|
0.00%
|
$75.80
|
-100% (-426,788)
|
|||
|
2019 Q3
|
11.35%
|
$75.80
|
-8.84% (-41,385)
|
|||
|
2019 Q2
|
10.52%
|
$83.49
|
-4.74% (-23,291)
|
|||
|
2019 Q1
|
9.44%
|
$75.13
|
+1.75% (+8,439)
|
|||
|
2018 Q4
|
7.77%
|
$61.31
|
+773.46% (+427,725)
|
|||
|
2018 Q3
|
0.66%
|
$71.25
|
-10.95% (-6,800)
|
|||
|
2018 Q2
|
0.68%
|
$70.32
|
new
|
|||
|
2017 Q1
|
0.00%
|
$64.62
|
-100% (-60,000)
|
|||
|
2016 Q4
|
0.48%
|
$64.62
|
new
|
|||
|
2016 Q1
|
0.00%
|
$39.04
|
-100% (-332,431)
|
|||
|
2015 Q4
|
1.34%
|
$39.04
|
-0.18% (-585)
|
|||
|
2015 Q3
|
1.15%
|
$36.33
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.