Lodge Hill Capital, LLC: OSHKOSH CORP (OSK) (OSK): Quarterly 13F Position History
As of Q1 2026, Lodge Hill Capital, LLC reported 240,000 shares of OSHKOSH CORP (OSK) (OSK), worth $35.3M and representing 6.8% of its 13F equity book. Quarter-over-quarter share count change: + 215,000 (+860.0%) . The position first appeared in Q4 2017 and has been disclosed across 34 13F-HR filings in Pactolio's tracked window.
- 240,000Shares Held (Latest Filing)
- $35.3MReported Market Value (Latest Filing)
- 6.8%Portfolio Weight (% of 13F Equity Book)
- +215,000Quarter-over-Quarter Share Change
- +$32.2MQuarter-over-Quarter Value Change
- 787,300Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 34 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 240,000 | +215,000 | +860.0% | $35.3M | 6.8% | $147.2 |
| Q4 2025 | 25,000 | +25,000 | — | $3.1M | 0.6% | $125.6 |
| Q3 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 50,122 | -100.0% | $0 | 0.0% | — |
| Q2 2022 | 50,122 | 40,000 | -44.4% | $4.1M | 1.4% | $82.1 |
| Q1 2022 | 90,122 | +30,000 | +49.9% | $9.1M | 4.3% | $100.7 |
| Q4 2021 | 60,122 | 70,000 | -53.8% | $6.8M | 1.8% | $112.7 |
| Q3 2021 | 130,122 | 50,000 | -27.8% | $13.3M | 4.5% | $102.4 |
| Q2 2021 | 180,122 | +70,000 | +63.6% | $22.4M | 6.5% | $124.6 |
| Q1 2021 | 110,122 | 130,000 | -54.1% | $13.1M | 5.5% | $118.7 |
| Q4 2020 | 240,122 | 50,340 | -17.3% | $20.7M | 7.1% | $86.1 |
| Q3 2020 | 290,462 | +79,700 | +37.8% | $21.3M | 7.4% | $73.5 |
| Q2 2020 | 210,762 | 75,560 | -26.4% | $15.1M | 5.6% | $71.6 |
| Q1 2020 | 286,322 | +154,271 | +116.8% | $18.4M | 8.8% | $64.3 |
| Q4 2019 | 132,051 | 109,960 | -45.4% | $12.5M | 4.0% | $94.7 |
| Q3 2019 | 242,011 | +104,120 | +75.5% | $18.3M | 6.0% | $75.8 |
| Q2 2019 | 137,891 | 230,640 | -62.6% | $11.5M | 3.6% | $83.5 |
| Q1 2019 | 368,531 | 65,820 | -15.2% | $27.7M | 8.4% | $75.1 |
| Q4 2018 | 434,351 | +64,551 | +17.5% | $26.6M | 9.2% | $61.3 |
| Q3 2018 | 369,800 | 160,500 | -30.3% | $26.3M | 6.5% | $71.2 |
| Q2 2018 | 530,300 | 257,000 | -32.6% | $37.3M | 7.3% | $70.3 |
| Q1 2018 | 787,300 | +217,300 | +38.1% | $60.8M | 8.0% | $77.3 |
| Q4 2017 | 570,000 | — | — | $51.8M | 6.9% | $90.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Lodge Hill Capital, LLC first disclose a OSK position in 13F-HR filings?
Lodge Hill Capital, LLC first reported OSHKOSH CORP (OSK) (OSK) on its 13F-HR filing for the period ending 2017-12-31 (Q4 2017). The position has appeared on 34 reported quarters within Pactolio's tracked window.
What was Lodge Hill Capital, LLC's most recent quarter-over-quarter share-count change in OSK?
Between Q4 2025 and Q1 2026, Lodge Hill Capital, LLC added 215,000 shares of OSK (+860.0%), bringing the total reported position to 240,000 shares at a market value of $35.3M.
Does the implied price-per-share represent Lodge Hill Capital, LLC's cost basis in OSK?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.