SEC 13F Intelligence

Covalis Capital LLP / OSK

Covalis Capital LLP’s Oshkosh Corp Position

Does Covalis Capital LLP own Oshkosh Corp (OSK)? Not currently — the last reported position was 136.4K shares worth $18M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$18M
Q3 2025
Shares
136.4K
% of Portfolio
+2.06%
Quarters Held
3
position exited

Position History OSK

Reported value by quarter
Q1 ’25: $9MQ1 ’25Q2 ’25: $19MQ2 ’25Q3 ’25: $18MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025136.4K$18M+2.06%
Q2 2025164.4K$19M+2.27%
Q1 202592.6K$9M+1.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Covalis Capital LLP’s full portfolio or all institutional holders of OSK.