Hudson Bay Capital Reduces Oshkosh Corporation Holdings

Investment firm cuts stake in truck and specialty vehicle manufacturer by over 30%

Mar. 20, 2026 at 9:37am

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Hudson Bay Capital Management LP has reduced its holdings in Oshkosh Corporation (NYSE: OSK) by 31.4% during the third quarter, according to a recent 13F filing with the Securities and Exchange Commission. The institutional investor now owns 85,935 shares of the company's stock, down from 125,217 shares previously.

Why it matters

Oshkosh is a major manufacturer of specialty trucks, military vehicles, and access equipment, serving critical end markets like defense, fire and emergency services, and commercial construction. Hudson Bay Capital's reduced stake in the company could signal a shift in investor sentiment or portfolio strategy for the hedge fund.

The details

According to the 13F filing, Hudson Bay Capital sold 39,282 shares of Oshkosh stock during the third quarter. The firm now owns approximately 0.14% of Oshkosh's outstanding shares, valued at $11.1 million as of the most recent SEC reporting period.

  • Hudson Bay Capital filed the 13F report for the third quarter of 2026.

The players

Hudson Bay Capital Management LP

An institutional investment firm that manages a variety of hedge funds and other investment products.

Oshkosh Corporation

A leading designer, manufacturer and marketer of specialty trucks, military vehicles and access equipment, serving critical end markets like defense, fire and emergency services, and commercial construction.

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The takeaway

Hudson Bay Capital's reduced stake in Oshkosh Corporation could signal a shift in investor sentiment around the specialty vehicle manufacturer, though the reasons behind the firm's portfolio changes are not entirely clear from the limited information provided in the 13F filing.