OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Position in TREX — Trex Co Inc
CIK 1005607
SAN FRANCISCO, CA
Position in TREX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,969,769
+$2,389,456 QoQ
Shares Held
199,236
-4.3% QoQ
Ownership
0.196%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#73
of 468 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TREX Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $10,173,755 across 2 Building Products & Equipment names. TREX ranks #1 (98.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TREX |
Trex Co Inc
This page
|
199,236 | $9,969,769 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
2,781 | $203,986 |
All Filings in TREX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,969,769 | 199,236 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $7,580,313 | 208,136 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,256,246 | 149,836 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||