Skip to content

Harry Burn opened a new position in OSK, now 2.31% of the portfolio.

New holding of 572,547 shares worth $73.8M.
Published · Based on SEC filings

Low impact
New position
2026 Q3

Oshkosh Corp (OSK) is a new holding of Harry Burn's Sound Shore Management as of September 30, 2026, according to the 13F-HR filed with the SEC on November 6, 2026: 573K shares worth about $73.8M, 2.31% of the portfolio. The position did not appear in the prior quarter. OSK enters the book as the 28th largest of 40 stock positions.

What did the 2026 Q3 filing report for OSK?

As of September 30, 2026, from the 13F-HR filed November 6, 2026.

Value
Shares 573K
Reported value $73.8M
Portfolio weight 2.31%
Rank in portfolio 28th of 40

How big is the new OSK position?

Harry Burn opened 6 stock positions in 2026 Q3; OSK is the 4th largest of them by weight. An average stock position in the Harry Burn portfolio is 3% of the reported value, so the new name starts at about the fund's typical size.

Where does OSK sit in the Harry Burn portfolio?

OSK ranks 28th of 40 stock positions in the Harry Burn portfolio at 2.31%, about the fund's average stock position of 3%. The largest stock position is TEVA at 4.55%. Next come QCOM at 3.92% and TEL at 3.71%. The three largest stocks together are 12.18% of the book. The OSK purchase was the 6th largest of the quarter's 45 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Harry Burn reported 40 stock positions, with 6 opened and 6 closed. The total portfolio value is about $3.2B, down 2% from the prior quarter.

Harry Burn buys and sells, 2026 Q3

Has Harry Burn held OSK before?

Harry Burn has not reported OSK before in the filings we track. Our data starts with the quarter ended June 30, 2013.

Did other funds buy or sell OSK in 2026 Q3?

Among the other tracked funds that had filed for 2026 Q3 as of November 6, 2026, 2 hold OSK. The largest sellers were Edgar Wachenheim III and Richard Pzena. Every tracked holder of OSK is on the OSK ownership page.

FAQ

How many OSK shares does Harry Burn hold?

Harry Burn holds 573K shares of OSK as of September 30, 2026, worth about $73.8M.

What is OSK's weight in the Harry Burn portfolio?

OSK is 2.31% of the Harry Burn portfolio and ranks 28th of 40 stocks by weight.

Has Harry Burn owned OSK before?

No. Harry Burn has not reported OSK before in the filings we track, which start with the quarter ended June 30, 2013.

How many other tracked funds hold OSK?

2 other tracked funds that had filed for 2026 Q3 hold OSK.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Amelia Ingram
Amelia Ingram
Valuesider analyst