Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OSTERWEIS CAPITAL MANAGEMENT INC | 02-14-2024 | 12-31-2023 | 244 | 1,575,487,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INSULET CORP | COM | 101 | $7,785,459 | 35,881 | 0.00 | 0.00 | 13,482 | 60.19 | 12-31-2023 |
| RBC BEARINGS INC | COM | 102 | $7,757,270 | 27,229 | 0.00 | 27,229 | +Inf | 12-31-2023 | |
| ELI LILLY & CO | COM | 103 | $7,635,086 | 13,098 | 0.00 | 0.00 | -586 | -4.28 | 12-31-2023 |
| VERRA MOBILITY CORP | CL A COM STK | 104 | $7,359,121 | 319,545 | 0.00 | 0.00 | -73,520 | -18.70 | 12-31-2023 |
