OSTERWEIS CAPITAL MANAGEMENT INC quarter change: Foreign Bonds: Other Debt, Added
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, OSTERWEIS CAPITAL MANAGEMENT INC opened 0 positions, added to 0, reduced 2, sold out of 1 and left 0 unchanged. The largest increase in value was NVS (+$113,873); the largest decrease was SIMO (-$2,095,331).
Two Form 13F-HR filings compared (SEC CIK 1007524): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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.
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