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 |
---|---|---|---|
AMATApplied Matls Inc
| 0.83% | $16.286M 80,603 shares@ $202.06 avg price | Decreased -31.74% |
SKXSkechers U S A Inc
| 0.83% | $16.199M 242,065 shares@ $66.93 avg price | Increased 19.37% |
CVCOCavco Inds Inc Del
| 0.79% | $15.411M 35,986 shares@ $428.25 avg price | Increased 22.94% |
MODModine Mfg Co
| 0.74% | $14.511M 109,275 shares@ $132.79 avg price | Increased 9.8% |
METAMeta Platforms Inc
| 0.74% | $14.509M 25,346 shares@ $572.44 avg price | |
GNRCGenerac Hldgs Inc
| 0.72% | $14.034M 88,330 shares@ $158.88 avg price | Increased 2.2% |
AGYSAgilysys Inc
| 0.7% | $13.817M 126,795 shares@ $108.97 avg price | Increased 23.52% |
BOOTBoot Barn Hldgs Inc
| 0.7% | $13.735M 82,110 shares@ $167.29 avg price | Increased 245.22% |
TECHBio-techne Corp
| 0.69% | $13.544M 169,443 shares@ $79.94 avg price | Decreased -1.77% |
3023⤦Ezcorp Inc
| 0.64% | $12.608M 12.75M shares@ $0.99 avg price |