In a delayed quarterly disclosure, prominent investor Alex Roepers' Atlantic Investment Management reported a significant reduction in its stake in industrial vehicle manufacturer Oshkosh Corp. The 13F filing, made public on August 14, 2026, revealed that the firm sold over 52,000 shares during the second quarter, which ended June 30. This sizable trade, valued at an estimated $8.07 million, lowered Atlantic's total holding to just under 84,000 shares.
The sale occurred during a quarter where Oshkosh reported a 6.7% increase in revenue but also saw its net income and operating margins decline year-over-year. The company also trimmed its full-year earnings per share guidance, citing a slower-than-expected production ramp-up for its fire trucks. As 13F filings are submitted with a time lag, this trade reflects a portfolio adjustment made between April and June.