OSTERWEIS CAPITAL MANAGEMENT INC: CP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSTERWEIS CAPITAL MANAGEMENT INC on CP, newest first. How the timeline and the estimate are built.

OSTERWEIS CAPITAL MANAGEMENT INC held 304,752 CP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 304,752 shares
Change vs previous 13F -17,491 shares
1.25% of the 13F portfolio, value $26,406,761.
13F-HR 0001007524-26-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 322,243 shares
Change vs previous 13F -1,376 shares
1.31% of the 13F portfolio, value $25,347,634.
13F-HR 0001007524-26-000002 filed by OSTERWEIS CAPITAL MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 323,619 shares
Change vs previous 13F -13,669 shares
1.01% of the 13F portfolio, value $23,828,067.
13F-HR 0001007524-26-000001 filed by OSTERWEIS CAPITAL MANAGEMENT INC
Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 337,288 shares
Change vs previous 13F not available
1.13% of the 13F portfolio, value $25,124,584.
13F-HR 0001007524-25-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).