Main Street Research LLC quarter change: USA Bonds: Convertible Notes, Sold out
In convertible notes that pay a coupon (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Main Street Research LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1513211): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| BARR E S & CO | United States | $1.719B | 108 |
| Verdence Capital Advisors LLC | United States | $1.720B | 653 |
| Willis Johnson & Associates, Inc. | United States | $1.717B | 197 |
| Strategic Blueprint, LLC | United States | $1.720B | 639 |
| Oasis Management Co Ltd. | Cayman Islands | $1.717B | 111 |
| Glenorchy Capital Ltd | Australia | $1.715B | 67 |
| REBALANCE, LLC | United States | $1.722B | 101 |
| Legacy Wealth Management, LLC | United States | $1.715B | 30 |
| BAR HARBOR WEALTH MANAGEMENT | United States | $1.709B | 266 |
| GUYASUTA INVESTMENT ADVISORS INC | United States | $1.728B | 269 |