Position in OSK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,088,785
+$351,416 QoQ
Shares Held
20,125
+8.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#160
of 597 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OSK Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $135,002,428 across 4 Farm & Heavy Construction Machinery names. OSK ranks #4 (2.3% of the industry book) .
All Filings in OSK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,088,785 | 20,125 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,737,369 | 18,595 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,324,783 | 18,505 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $244,225 | 1,883 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $212,546 | 1,872 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||