Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,754
+$16,643 QoQ
Shares Held
95
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,913
of 2,094 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $28,538,147 across 5 Specialty Industrial Machinery names. CMI ranks #4 (0.2% of the industry book) .
All Filings in CMI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,754 | 95 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $51,111 | 95 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $48,492 | 95 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $40,125 | 95 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,112 | 95 | Shares | Sole | 2025-08-14 | |
| 2023-09-30 | $31,527 | 138 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,832 | 138 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,965 | 138 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $33,436 | 138 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||