John Tavernetti
@Osterweis Capital Management Inc
Latest period2024 - Q3ReportedManaged Assets$1.974BTotal holdings190
Assets growth rate1.99%Assets growth rate (2-Q avg)7.84%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Osterweis Capital Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 190 positions.
Assets under management
The assets under management (AUM) of Osterweis Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.974B in assets, with a quarterly growth rate of 1.99% and a 2-quarter average growth rate of 7.84%. The portfolio is managed by John Tavernetti, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ODFLOld Dominion Freight Line In
| 1.31% | $25.816M 129,964 shares@ $198.64 avg price | Increased 0.07% |
AAgilent Technologies Inc
| 1.26% | $24.827M 167,209 shares@ $148.48 avg price | Increased 1.09% |
8522⤦Block Inc
| 1.25% | $24.531M 25M shares@ $0.99 avg price | New Position |
AMEAmetek Inc
| 1.25% | $24.479M 142,559 shares@ $171.71 avg price | Increased 1.25% |
DEDeere & Co
| 1.11% | $21.828M 52,305 shares@ $417.34 avg price | New Position |
TGTTarget Corp
| 1.04% | $20.412M 130,965 shares@ $155.87 avg price | Decreased -51.97% |
4050⤦Haemonetics Corp Mass
| 1% | $19.703M 21.3M shares@ $0.93 avg price | Increased 18.34% |
CRMSalesforce Inc
| 0.97% | $19.087M 69,736 shares@ $273.71 avg price | Increased 2487.61% |
FSVFirstservice Corp New
| 0.93% | $18.18M 99,638 shares@ $182.46 avg price | Increased 5.3% |
GWREGuidewire Software Inc
| 0.9% | $17.646M 96,460 shares@ $182.94 avg price | Increased 0.21% |