Position in IR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,735
+$1,180 QoQ
Shares Held
631
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#673
of 885 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IR 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. IR ranks #5 (0.2% of the industry book) .
All Filings in IR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,735 | 631 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $50,555 | 631 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,987 | 631 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $52,133 | 631 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $52,486 | 631 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $800 | 10 | Shares | Sole | 2025-06-05 | |
| No filing history on record for this holder in this stock. | ||||||