Stock Taper 
OSTERWEIS CAPITAL MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 3.96K | $26.99M |
 Snap Inc. | SNAP | 4K | $17.76K |
 Essex Property Trust, Inc. | ESS | 4K | $1.17M |
 Union Pacific Corporation | UNP | 4K | $1.09M |
 The Clorox Company | CLX | 4.41K | $420.99K |
 Johnson & Johnson | JNJ | 4.43K | $1.13M |
 Alphabet Inc. | GOOGL | 4.51K | $1.61M |
 TMC the metals company inc. | TMC | 4.67K | $20.71K |
 Summit Therapeutics Inc. | SMMT | 5K | $72.85K |
 Berkshire Hathaway Inc. | BRK-B | 5.19K | $2.6M |
 Lyft, Inc. | LYFT | 6.1K | $89.11K |
 W. R. Berkley Corporation | WRB | 6.33K | $446.52K |
 Workday, Inc. | WDAY | 6.49K | $794.87K |
 Micron Technology, Inc. | MU | 8.96K | $10.35M |
 Palantir Technologies Inc. | PLTR | 9.04K | $1.05M |
 Exxon Mobil Corporation | XOM | 9.49K | $1.3M |
 Autodesk, Inc. | ADSK | 12K | $2.33M |
 AutoZone, Inc. | AZO | 12.51K | $39.99M |
 The Procter & Gamble Company | PG | 15.96K | $2.34M |
 SiTime Corporation | SITM | 16.67K | $12.43M |