Summit Trail Advisors, LLC

Position in OSK — Oshkosh Corp

CIK 1698478 NEW YORK, NY

Position in OSK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,952,648

+$482,759 QoQ

Shares Held

19,238

+14.7% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#162

of 594 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $61,100,261 across 6 Farm & Heavy Construction Machinery names. OSK ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	40,488	$43,115,671
2	DE	Deere & Co	12,744	$8,083,901
3	PCAR	Paccar Inc	29,305	$3,520,116
4	OSK	Oshkosh Corp This page	19,238	$2,952,648
5	AGCO	Agco Corp /De	19,964	$2,389,690
6	CNH	CNH Industrial N.V.	92,452	$1,038,235

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,952,648	19,238	+14.7%	Shares	Sole	2026-08-11
2026-03-31	$2,469,889	16,778	-16.6%	Shares	Sole	2026-05-12
2025-12-31	$2,526,670	20,112	+193.9%	Shares	Sole	2026-02-17
2025-09-30	$887,407	6,842	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.