OSTERWEIS CAPITAL MANAGEMENT INC
Position in SPXC — SPX Technologies, Inc.
CIK 1007524
SAN FRANCISCO, CA
Position in SPXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,433,548
+$7,640,087 QoQ
Shares Held
71,108
+45.2% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#87
of 507 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPXC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $17,468,372 across 2 Building Products & Equipment names. SPXC ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXC |
SPX Technologies, Inc.
This page
|
71,108 | $17,433,548 | |
| 2 | CSL |
Carlisle Companies Inc
|
96 | $34,824 |
All Filings in SPXC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,433,548 | 71,108 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,793,461 | 48,982 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,628,887 | 48,130 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,352,114 | 60,778 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,158,470 | 48,655 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||