OSTERWEIS CAPITAL MANAGEMENT INC Diversified Active

Location: San Francisco, CA

CIK: 0001007524 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value: $1.575B (88.1% shares, 11.9% debt)

Holdings (197)

MSFT MICROSOFT CORP 6.5%
Value $103M Shares 272,601 Est. Cost Unrealized
GOOG ALPHABET INC 4.0%
Value $63.64M Shares 451,573 Est. Cost Unrealized
AMZN AMAZON COM INC 2.9%
Value $45.74M Shares 301,069 Est. Cost Unrealized
TGT TARGET CORP 2.7%
Value $42.37M Shares 297,488 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 2.4%
Value $38.1M Shares 139,142 Est. Cost Unrealized
SYY SYSCO CORP 2.4%
Value $38M Shares 519,554 Est. Cost Unrealized
ROST ROSS STORES INC 2.4%
Value $37.79M Shares 273,038 Est. Cost Unrealized
ADI ANALOG DEVICES INC 2.4%
Value $37.67M Shares 189,722 Est. Cost Unrealized
V VISA INC 2.3%
Value $36.93M Shares 141,855 Est. Cost Unrealized
WCN WASTE CONNECTIONS INC 2.3%
Value $36.79M Shares 246,490 Est. Cost Unrealized
PGR PROGRESSIVE CORP 2.3%
Value $36.1M Shares 226,650 Est. Cost Unrealized
EGP EASTGROUP PPTYS INC 2.3%
Value $35.81M Shares 195,101 Est. Cost Unrealized
BDX BECTON DICKINSON & CO 2.2%
Value $34.91M Shares 143,164 Est. Cost Unrealized
LAMR LAMAR ADVERTISING CO NEW 2.1%
Value $33.14M Shares 311,784 Est. Cost Unrealized
UNP UNION PAC CORP 2.1%
Value $32.81M Shares 133,595 Est. Cost Unrealized
LHX L3HARRIS TECHNOLOGIES INC 2.1%
Value $32.38M Shares 153,753 Est. Cost Unrealized
KVUE KENVUE INC 2.1%
Value $32.33M Shares 1,501,498 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 2.0%
Value $31.8M Shares 372,606 Est. Cost Unrealized
ADBE ADOBE INC 2.0%
Value $31.63M Shares 53,024 Est. Cost Unrealized
AME AMETEK INC 2.0%
Value $30.74M Shares 186,420 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 1.9%
Value $30.37M Shares 525,265 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.8%
Value $28.87M Shares 54,396 Est. Cost Unrealized
DHR DANAHER CORPORATION 1.8%
Value $27.9M Shares 120,593 Est. Cost Unrealized
BRO BROWN & BROWN INC 1.7%
Value $27.5M Shares 386,779 Est. Cost Unrealized
AMAT APPLIED MATLS INC 1.7%
Value $26.87M Shares 165,797 Est. Cost Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 1.7%
Value $26.02M Shares 64,190 Est. Cost Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 1.6%
Value $25.94M Shares 163,052 Est. Cost Unrealized
JAZZ INVESTMENTS I LTD 1.6%
Value $25.34M Shares 26,000,000 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 1.5%
Value $24.27M Shares 164,626 Est. Cost Unrealized
LENDINGTREE INC 1.5%
Value $23.39M Shares 28,017,000 Est. Cost Unrealized
A AGILENT TECHNOLOGIES INC 1.5%
Value $23.05M Shares 165,800 Est. Cost Unrealized
TFX TELEFLEX INCORPORATED 1.2%
Value $18.46M Shares 74,023 Est. Cost Unrealized
HAEMONETICS CORP MASS 1.0%
Value $16.11M Shares 18,000,000 Est. Cost Unrealized
HERBALIFE LTD 0.8%
Value $12.91M Shares 13,050,000 Est. Cost Unrealized
PATRICK INDS INC 0.8%
Value $12.82M Shares 11,250,000 Est. Cost Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.8%
Value $12.75M Shares 137,155 Est. Cost Unrealized
INTEGRA LIFESCIENCES HLDGS C 0.8%
Value $12.27M Shares 13,000,000 Est. Cost Unrealized
SNPS SYNOPSYS INC 0.7%
Value $11.03M Shares 21,421 Est. Cost Unrealized
AXON AXON ENTERPRISE INC 0.7%
Value $11M Shares 42,577 Est. Cost Unrealized
FSV FIRSTSERVICE CORP NEW 0.7%
Value $10.71M Shares 66,103 Est. Cost Unrealized
CWAN CLEARWATER ANALYTICS HLDGS I 0.7%
Value $10.68M Shares 533,110 Est. Cost Unrealized
SPSC SPS COMM INC 0.6%
Value $9.919M Shares 51,170 Est. Cost Unrealized
EZCORP INC 0.6%
Value $9.85M Shares 10,500,000 Est. Cost Unrealized
IOSP INNOSPEC INC 0.6%
Value $9.811M Shares 79,610 Est. Cost Unrealized
KBR KBR INC 0.6%
Value $9.581M Shares 172,905 Est. Cost Unrealized
JAMF HLDG CORP 0.6%
Value $9.089M Shares 10,600,000 Est. Cost Unrealized
META META PLATFORMS INC 0.6%
Value $8.965M Shares 25,327 Est. Cost Unrealized
ENVESTNET INC 0.6%
Value $8.883M Shares 9,490,000 Est. Cost Unrealized
JOHN BEAN TECHNOLOGIES CORP 0.6%
Value $8.802M Shares 9,700,000 Est. Cost Unrealized
ONTO ONTO INNOVATION INC 0.5%
Value $8.628M Shares 56,430 Est. Cost Unrealized
ELF E L F BEAUTY INC 0.5%
Value $8.598M Shares 59,565 Est. Cost Unrealized
CVCO CAVCO INDS INC DEL 0.5%
Value $8.448M Shares 24,372 Est. Cost Unrealized
DV DOUBLEVERIFY HLDGS INC 0.5%
Value $8.319M Shares 226,185 Est. Cost Unrealized
ENSG ENSIGN GROUP INC 0.5%
Value $8.136M Shares 72,505 Est. Cost Unrealized
NVS NOVARTIS AG 0.5%
Value $8.061M Shares 79,840 Est. Cost Unrealized
SOUTHWEST AIRLS CO 0.5%
Value $7.987M Shares 7,875,000 Est. Cost Unrealized
PODD INSULET CORP 0.5%
Value $7.785M Shares 35,881 Est. Cost Unrealized
RBC RBC BEARINGS INC 0.5%
Value $7.757M Shares 27,229 Est. Cost Unrealized
LLY ELI LILLY & CO 0.5%
Value $7.635M Shares 13,098 Est. Cost Unrealized
VRRM VERRA MOBILITY CORP 0.5%
Value $7.359M Shares 319,545 Est. Cost Unrealized
PGNY PROGYNY INC 0.5%
Value $7.333M Shares 197,230 Est. Cost Unrealized
SHOCKWAVE MED INC 0.5%
Value $7.143M Shares 37,484 Est. Cost Unrealized
ACMR ACM RESH INC 0.5%
Value $7.096M Shares 363,136 Est. Cost Unrealized
JAZZ INVESTMENTS I LTD 0.5%
Value $7.095M Shares 7,000,000 Est. Cost Unrealized
TYLER TEX INDPT SCH DIST 0.5%
Value $7.095M Shares 7,000,000 Est. Cost Unrealized
AAPL APPLE INC 0.4%
Value $7.034M Shares 36,535 Est. Cost Unrealized
AXONICS INC 0.4%
Value $6.448M Shares 103,614 Est. Cost Unrealized
MANH MANHATTAN ASSOCIATES INC 0.4%
Value $6.44M Shares 29,907 Est. Cost Unrealized
FIVN FIVE9 INC 0.4%
Value $6.271M Shares 79,690 Est. Cost Unrealized
ETSY INC 0.4%
Value $6.224M Shares 7,750,000 Est. Cost Unrealized
FORD MTR CO DEL 0.4%
Value $6M Shares 6,000,000 Est. Cost Unrealized
INSP INSPIRE MED SYS INC 0.4%
Value $5.895M Shares 28,977 Est. Cost Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.4%
Value $5.582M Shares 51,195 Est. Cost Unrealized
NTRA NATERA INC 0.3%
Value $5.503M Shares 87,850 Est. Cost Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.3%
Value $5.492M Shares 257,980 Est. Cost Unrealized
ZWS ZURN ELKAY WATER SOLNS CORP 0.3%
Value $5.309M Shares 180,505 Est. Cost Unrealized
CELH CELSIUS HLDGS INC 0.3%
Value $5.281M Shares 96,855 Est. Cost Unrealized
TMDX TRANSMEDICS GROUP INC 0.3%
Value $5.096M Shares 64,565 Est. Cost Unrealized
UFPT UFP TECHNOLOGIES INC 0.3%
Value $4.645M Shares 26,999 Est. Cost Unrealized
ADSK AUTODESK INC 0.3%
Value $4.397M Shares 18,060 Est. Cost Unrealized
LNTH LANTHEUS HLDGS INC 0.3%
Value $4.312M Shares 69,555 Est. Cost Unrealized
GNRC GENERAC HLDGS INC 0.2%
Value $3.898M Shares 30,160 Est. Cost Unrealized
BBIO BRIDGEBIO PHARMA INC 0.2%
Value $3.572M Shares 88,485 Est. Cost Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC 0.2%
Value $3.505M Shares 15,147 Est. Cost Unrealized
CAVA CAVA GROUP INC 0.2%
Value $3.18M Shares 73,995 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value $2.925M Shares 19,962 Est. Cost Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.2%
Value $2.876M Shares 41,545 Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $2.713M Shares 5 Est. Cost Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value $2.501M Shares 94,930 Est. Cost Unrealized
RELY REMITLY GLOBAL INC 0.1%
Value $2.315M Shares 119,185 Est. Cost Unrealized
NCL CORP LTD 0.1%
Value $2.295M Shares 2,500,000 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $1.657M Shares 10,130 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $1.635M Shares 10,429 Est. Cost Unrealized
CYTK CYTOKINETICS INC 0.1%
Value $1.448M Shares 17,340 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $1.336M Shares 3,746 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value $1.13M Shares 3,260 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $1.084M Shares 10,842 Est. Cost Unrealized
ESS ESSEX PPTY TR INC 0.1%
Value $1.005M Shares 4,055 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value $925K Shares 1,868 Est. Cost Unrealized
CRM SALESFORCE INC 0.0%
Value $763K Shares 2,898 Est. Cost Unrealized
ABBV ABBVIE INC 0.0%
Value $762K Shares 4,916 Est. Cost Unrealized
GOOGL ALPHABET INC 0.0%
Value $708K Shares 5,070 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value $684K Shares 13,896 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $670K Shares 39,000 Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $658K Shares 3,421 Est. Cost Unrealized
PERSPECTIVE THERAPEUTICS INC 0.0%
Value $636K Shares 1,582,100 Est. Cost Unrealized
AKOYA BIOSCIENCES INC 0.0%
Value $616K Shares 126,131 Est. Cost Unrealized
MRK MERCK & CO INC 0.0%
Value $605K Shares 5,552 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value $506K Shares 766 Est. Cost Unrealized
HYS PIMCO ETF TR 0.0%
Value $500K Shares 5,370 Est. Cost Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $478K Shares 2,200 Est. Cost Unrealized
ABT ABBOTT LABS 0.0%
Value $441K Shares 4,010 Est. Cost Unrealized
ISTB ISHARES TR 0.0%
Value $428K Shares 9,000 Est. Cost Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value $418K Shares 956 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $408K Shares 775 Est. Cost Unrealized
DIS DISNEY WALT CO 0.0%
Value $328K Shares 3,630 Est. Cost Unrealized
CVX CHEVRON CORP NEW 0.0%
Value $282K Shares 1,890 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $259K Shares 5,049 Est. Cost Unrealized
WRB BERKLEY W R CORP 0.0%
Value $249K Shares 3,527 Est. Cost Unrealized
CR CRANE COMPANY 0.0%
Value $236K Shares 2,000 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value $235K Shares 2,450 Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $234K Shares 1,377 Est. Cost Unrealized
ABNB AIRBNB INC 0.0%
Value $233K Shares 1,715 Est. Cost Unrealized
INTEGRAL AD SCIENCE HLDNG CO 0.0%
Value $228K Shares 15,850 Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $196K Shares 870 Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value $195K Shares 1,845 Est. Cost Unrealized
FISV FISERV INC 0.0%
Value $189K Shares 1,423 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $184K Shares 982 Est. Cost Unrealized
BA BOEING CO 0.0%
Value $182K Shares 700 Est. Cost Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value $178K Shares 3,198 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.0%
Value $173K Shares 823 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $152K Shares 346 Est. Cost Unrealized
MGC VANGUARD WORLD FD 0.0%
Value $151K Shares 891 Est. Cost Unrealized
HEI HEICO CORP NEW 0.0%
Value $143K Shares 801 Est. Cost Unrealized
FAST FASTENAL CO 0.0%
Value $130K Shares 2,004 Est. Cost Unrealized
ENVA ENOVA INTL INC 0.0%
Value $127K Shares 2,300 Est. Cost Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $122K Shares 4,686 Est. Cost Unrealized
RTX RTX CORPORATION 0.0%
Value $122K Shares 1,445 Est. Cost Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value $121K Shares 900 Est. Cost Unrealized
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value $120K Shares 430 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value $120K Shares 253 Est. Cost Unrealized
AVGO BROADCOM INC 0.0%
Value $117K Shares 105 Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value $116K Shares 164 Est. Cost Unrealized
O REALTY INCOME CORP 0.0%
Value $115K Shares 2,000 Est. Cost Unrealized
CXT CRANE NXT CO 0.0%
Value $114K Shares 2,000 Est. Cost Unrealized
NOBL PROSHARES TR 0.0%
Value $113K Shares 1,185 Est. Cost Unrealized
NFGC NEW FOUND GOLD CORP 0.0%
Value $109K Shares 31,250 Est. Cost Unrealized
AMGN AMGEN INC 0.0%
Value $99,943 Shares 347 Est. Cost Unrealized
IDXX IDEXX LABS INC 0.0%
Value $96,024 Shares 173 Est. Cost Unrealized
ALTERYX INC 0.0%
Value $94,320 Shares 2,000 Est. Cost Unrealized
LYFT LYFT INC 0.0%
Value $91,424 Shares 6,099 Est. Cost Unrealized
DOCU DOCUSIGN INC 0.0%
Value $89,175 Shares 1,500 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.0%
Value $78,812 Shares 679 Est. Cost Unrealized
EFX EQUIFAX INC 0.0%
Value $74,187 Shares 300 Est. Cost Unrealized
ATR APTARGROUP INC 0.0%
Value $72,936 Shares 590 Est. Cost Unrealized
BOH BANK HAWAII CORP 0.0%
Value $72,460 Shares 1,000 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $69,443 Shares 1,842 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.0%
Value $68,799 Shares 168 Est. Cost Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value $65,916 Shares 2,390 Est. Cost Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $60,648 Shares 50 Est. Cost Unrealized
CSCO CISCO SYS INC 0.0%
Value $60,523 Shares 1,198 Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value $60,438 Shares 250 Est. Cost Unrealized
USB US BANCORP DEL 0.0%
Value $56,654 Shares 1,309 Est. Cost Unrealized
TJX TJX COS INC NEW 0.0%
Value $56,286 Shares 600 Est. Cost Unrealized
MS MORGAN STANLEY 0.0%
Value $55,018 Shares 590 Est. Cost Unrealized
NFLX NETFLIX INC 0.0%
Value $48,688 Shares 100 Est. Cost Unrealized
ECL ECOLAB INC 0.0%
Value $46,612 Shares 235 Est. Cost Unrealized
NKE NIKE INC 0.0%
Value $43,428 Shares 400 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $35,820 Shares 200 Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $30,616 Shares 395 Est. Cost Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $28,725 Shares 500 Est. Cost Unrealized
MCD MCDONALDS CORP 0.0%
Value $27,575 Shares 93 Est. Cost Unrealized
KO COCA COLA CO 0.0%
Value $24,751 Shares 420 Est. Cost Unrealized
HDB HDFC BANK LTD 0.0%
Value $23,489 Shares 350 Est. Cost Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $22,368 Shares 250 Est. Cost Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value $21,490 Shares 1,675 Est. Cost Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $19,002 Shares 20 Est. Cost Unrealized
FLAHERTY & CRUMRINE DYNAMIC 0.0%
Value $18,638 Shares 1,050 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $17,478 Shares 745 Est. Cost Unrealized
POOL POOL CORP 0.0%
Value $16,347 Shares 41 Est. Cost Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value $15,040 Shares 400 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $14,654 Shares 238 Est. Cost Unrealized
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value $13,050 Shares 5,000 Est. Cost Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $12,391 Shares 111 Est. Cost Unrealized
PLSE PULSE BIOSCIENCES INC 0.0%
Value $12,240 Shares 1,000 Est. Cost Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value $12,190 Shares 1,000 Est. Cost Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value $11,535 Shares 1,500 Est. Cost Unrealized
VIRTUS DIVIDEND INTEREST & P 0.0%
Value $9,715 Shares 771 Est. Cost Unrealized
MMM 3M CO 0.0%
Value $8,199 Shares 75 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $6,924 Shares 114 Est. Cost Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $4,383 Shares 14 Est. Cost Unrealized
CPRT COPART INC 0.0%
Value $3,675 Shares 75 Est. Cost Unrealized
WMT WALMART INC 0.0%
Value $3,153 Shares 20 Est. Cost Unrealized
VMC VULCAN MATLS CO 0.0%
Value $2,270 Shares 10 Est. Cost Unrealized
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value $1,103 Shares 450 Est. Cost Unrealized
VLTO VERALTO CORP 0.0%
Value $576 Shares 7 Est. Cost Unrealized
BP PRUDHOE BAY RTY TR 0.0%
Value $296 Shares 120 Est. Cost Unrealized