SEC 13F Intelligence

Delphi Management Inc /Ma/ / OSK

Delphi Management Inc /Ma/’s Oshkosh Corp Position

Does Delphi Management Inc /Ma/ own Oshkosh Corp (OSK)? Not currently — the last reported position was 12.4K shares worth $1M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q1 2025
Shares
12.4K
% of Portfolio
+1.19%
Quarters Held
13
position exited

Position History OSK

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $2MQ2 ’19Q3 ’19: $1MQ1 ’21: $1MQ1 ’21Q2 ’21: $994,000Q3 ’21: $781,000Q3 ’21Q4 ’21: $941,000Q4 ’23: $687,000Q4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q4 ’24: $1MQ1 ’25: $1MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202512.4K$1M+1.19%
Q4 202414.3K$1M+1.31%
Q2 202417.3K$2M+1.53%
Q1 202416.0K$2M+1.54%
Q4 20237.2K$687,000+0.70%
Q4 20218.3K$941,000+0.89%
Q3 20217.6K$781,000+0.80%
Q2 20218.0K$994,000+0.95%
Q1 202110.6K$1M+1.33%
Q3 201918.0K$1M+1.32%
Q2 201919.9K$2M+1.49%
Q1 201919.9K$1M+1.39%
Q4 201824.3K$1M+1.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Delphi Management Inc /Ma/’s full portfolio or all institutional holders of OSK.