OSTERWEIS CAPITAL MANAGEMENT INC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$20.3B

Holdings

337

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (337 positions)

StockValue
EMNEASTMAN CHEM CO
$4K
DGDOLLAR GEN CORP NEW
$4K
AESAES CORP
$4K
WBDWARNER BROS DISCOVERY INC
$4K
GEHCGE HEALTHCARE TECHNOLOGIES I
$4K
METMETLIFE INC
$4K
WBAWALGREENS BOOTS ALLIANCE INC
$4K
CCLCARNIVAL CORP
$4K
IFFINTERNATIONAL FLAVORS&FRAGRA
$4K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$4K
NDAQNASDAQ INC
$4K
FISFIDELITY NATL INFORMATION SV
$4K
DDDUPONT DE NEMOURS INC
$4K
FTVFORTIVE CORP
$4K
EWEDWARDS LIFESCIENCES CORP
$4K
JNPJUNIPER NETWORKS INC
$4K
MASMASCO CORP
$3K
SMCISUPER MICRO COMPUTER INC
$3K
DC4DEXCOM INC
$3K
EBAEBAY INC.
$3K
BXPBXP INC
$3K
LUVSOUTHWEST AIRLS CO
$3K
ELLAUDER ESTEE COS INC
$3K
AOSSMITH A O CORP
$3K
KEYKEYCORP
$3K
CARRCARRIER GLOBAL CORPORATION
$3K
CTVACORTEVA INC
$3K
HOLXHOLOGIC INC
$3K
DAYDAYFORCE INC
$3K
HSTHOST HOTELS & RESORTS INC
$3K
CECELANESE CORP DEL
$3K
MRNAMODERNA INC
$3K
7HPHP INC
$3K
MCHPMICROCHIP TECHNOLOGY INC.
$2K
UDRUDR INC
$2K
DALDELTA AIR LINES INC DEL
$2K
WDCWESTERN DIGITAL CORP
$2K
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