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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

OSTERWEIS CAPITAL MANAGEMENT INC

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001007524-26-000001

Total Value
$2.36B
Positions
331
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (331)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPHABET INCGOOG265,989$83.5M3.53%
2AIRBNB INCABNB76,750,000$76.1M3.22%
3BENTLEY SYS INCBSY75,804,000$75.7M3.20%
4MARRIOTT VACATIONS WORLDWIDEVAC71,011,000$70.9M3.00%
5SUMMIT HOTEL PPTYS866082AA870,537,000$70.3M2.98%
6CABLE ONE INCCABO70,305,000$69.4M2.94%
7ENPHASE ENERGY INCENPH68,500,000$67.8M2.87%
8MICROSOFT CORPMSFT133,896$64.8M2.74%
9AMAZON COM INCAMZN255,675$59.0M2.50%
10HAEMONETICS CORP MASSHAE48,570,000$48.2M2.04%
11BROADCOM INCAVGO138,628$48.0M2.03%
12VAIL RESORTS INCMTN41,704,000$41.7M1.77%
13ALARM COM HLDGS INCALRM41,165,000$41.3M1.75%
14VISA INCV106,019$37.2M1.57%
15JPMORGAN CHASE & CO.VYLD106,243$34.2M1.45%
16DANAHER CORPORATION235851102142,433$32.6M1.38%
17WASTE CONNECTIONS INCWCN178,599$31.3M1.33%
18ANALOG DEVICES INCADI113,501$30.8M1.30%
19APPLIED MATLS INC038222105116,588$30.0M1.27%
20ALPHABET INCGOOG93,218$29.3M1.24%
21ELI LILLY & COLLY26,764$28.8M1.22%
22AMERICAN WTR WKS CO INC NEW030420103219,190$28.6M1.21%
23AUTOZONE INCAZO8,333$28.3M1.20%
24AIR PRODS & CHEMS INCAIIR109,167$27.0M1.14%
25TERRENO RLTY CORP88146M101436,574$25.6M1.08%
26PROGRESSIVE CORP743315103108,003$24.6M1.04%
27BROWN & BROWN INCBRO305,306$24.3M1.03%
28L3HARRIS TECHNOLOGIES INCLHX82,116$24.1M1.02%
29LAMAR ADVERTISING CO NEWLAMR184,389$23.3M0.99%
30KEYSIGHT TECHNOLOGIES INCKEYS111,494$22.7M0.96%
31AMETEK INCAME107,913$22.2M0.94%
32INTUITINTU32,322$21.4M0.91%
33INTERCONTINENTAL EXCHANGE IN45866F104130,953$21.2M0.90%
34US FOODS HLDG CORPUSFD281,511$21.2M0.90%
35MICROSOFT CORPMSFT42,728$20.7M0.87%
36FERGUSON ENTERPRISES INCFERG92,004$20.5M0.87%
37SALESFORCE INCCRM74,156$19.6M0.83%
38NVIDIA CORPORATIONNVDA104,039$19.4M0.82%
39ELI LILLY & COLLY18,014$19.4M0.82%
40AMAZON COM INCAMZN80,658$18.6M0.79%
41BOSTON SCIENTIFIC CORPBSX190,533$18.2M0.77%
42CANADIAN PACIFIC KANSAS CITYCP244,849$18.0M0.76%
43BOEING COBA-PA80,827$17.5M0.74%
44META PLATFORMS INCMETA25,247$16.7M0.71%
45FIRSTSERVICE CORP NEWFSV102,354$15.9M0.67%
46CASELLA WASTE SYS INCCWST160,735$15.7M0.67%
47SYNOPSYS INCSNPS33,106$15.6M0.66%
48BROADCOM INCAVGO43,488$15.1M0.64%
49NVR INCNVR2,012$14.7M0.62%
50DEERE & CODE30,986$14.4M0.61%
51LABCORP HOLDINGS INCLH57,250$14.4M0.61%
52GUARDANT HEALTH INCGH135,936$13.9M0.59%
53CECO ENVIRONMENTAL CORPCECO223,682$13.4M0.57%
54LIFE TIME GROUP HOLDINGS INCLTH482,665$12.8M0.54%
55SERVICETITAN INCTTAN117,055$12.5M0.53%
56VISA INCV35,223$12.4M0.52%
57AXOS FINANCIAL INCAX142,685$12.3M0.52%
58APPLE INCAAPL44,538$12.1M0.51%
59NOVANTA INCNOVTU101,695$12.1M0.51%
60MODINE MFG CO60782810089,222$11.9M0.50%
61LATTICE SEMICONDUCTOR CORPLSCC160,565$11.8M0.50%
62VERICEL CORPVCEL322,975$11.6M0.49%
63GLAUKOS CORPGKOS101,613$11.5M0.49%
64AMERICAN WTR WKS CO INC NEW03042010383,905$10.9M0.46%
65SITIME CORPSITM30,698$10.8M0.46%
66VITAL FARMS INCVITL335,630$10.7M0.45%
67CHIME FINL INC16935C109422,350$10.6M0.45%
68JPMORGAN CHASE & CO.VYLD32,752$10.6M0.45%
69DANAHER CORPORATION23585110245,672$10.5M0.44%
70MACOM TECH SOLUTIONS HLDGS I55405Y10060,970$10.4M0.44%
71ANALOG DEVICES INCADI38,435$10.4M0.44%
72ZIFF DAVIS INCZD10,595,000$10.4M0.44%
73WASTE CONNECTIONS INCWCN59,066$10.4M0.44%
74AUTOZONE INCAZO2,994$10.2M0.43%
75NOVARTIS AGNVSEF73,196$10.1M0.43%
76ARTIVION INCAORT220,727$10.1M0.43%
77PROGRESSIVE CORP74331510343,275$9.9M0.42%
78SPX TECHNOLOGIES INCSPXC48,130$9.6M0.41%
79BROWN & BROWN INCBRO120,440$9.6M0.41%
80APPLIED MATLS INC03822210536,289$9.3M0.39%
81TURNING PT BRANDS INC90041L10584,555$9.2M0.39%
82LAMAR ADVERTISING CO NEWLAMR71,409$9.0M0.38%
83REPLIGEN CORPRGEN54,635$9.0M0.38%
84CORPAY INCCPAY29,433$8.9M0.37%
85PEBBLEBROOK HOTEL TRPEB-PH8,871,000$8.6M0.36%
86AIR PRODS & CHEMS INCAIIR34,141$8.4M0.36%
87HURON CONSULTING GROUP INCHURN48,660$8.4M0.36%
88VSE CORPVSECU48,460$8.4M0.35%
89WAYSTAR HLDG CORPWAY253,275$8.3M0.35%
90US FOODS HLDG CORPUSFD110,025$8.3M0.35%
91RAMBUS INC DELRMBS89,065$8.2M0.35%
92TERRENO RLTY CORP88146M101138,810$8.1M0.34%
93TWIST BIOSCIENCE CORPTWST256,878$8.1M0.34%
94ATRICURE INCATRC203,575$8.1M0.34%
95HINGE HEALTH INCHNGE172,260$8.0M0.34%
96L3HARRIS TECHNOLOGIES INCLHX26,954$7.9M0.33%
97KEYSIGHT TECHNOLOGIES INCKEYS38,869$7.9M0.33%
98TWILIO INCTWLO55,215$7.9M0.33%
99PALOMAR HLDGS INCPLMR57,510$7.8M0.33%
100GUIDEWIRE SOFTWARE INCGWRE37,644$7.6M0.32%
101BOSTON SCIENTIFIC CORPBSX78,947$7.5M0.32%
102PROCEPT BIOROBOTICS CORPPRCT237,480$7.5M0.32%
103AMETEK INCAME35,292$7.2M0.31%
104INTUITINTU10,868$7.2M0.30%
105MAGNOLIA OIL & GAS CORPMGY325,647$7.1M0.30%
106INTERCONTINENTAL EXCHANGE IN45866F10443,600$7.1M0.30%
107ETSY INCETSY7,750,000$6.9M0.29%
108SALESFORCE INCCRM23,592$6.2M0.26%
109FERGUSON ENTERPRISES INCFERG27,254$6.1M0.26%
110BOEING COBA-PA27,874$6.1M0.26%
111DEERE & CODE12,548$5.8M0.25%
112CANADIAN PACIFIC KANSAS CITYCP78,770$5.8M0.25%
113NVIDIA CORPORATIONNVDA28,468$5.3M0.22%
114SILICON MOTION TECHNOLOGY COSIMO56,335$5.2M0.22%
115CAVA GROUP INCCAVA87,415$5.1M0.22%
116SYNOPSYS INCSNPS10,145$4.8M0.20%
117LABCORP HOLDINGS INCLH18,813$4.7M0.20%
118AGILYSYS INCAGYS39,420$4.7M0.20%
119NVR INCNVR613$4.5M0.19%
120CORPAY INCCPAY13,989$4.2M0.18%
121NEXTPOWER INCNXT48,250$4.2M0.18%
122JBT MAREL CORPORATIONJBTM4,085,000$4.2M0.18%
123AUTODESK INCADSK14,000$4.1M0.18%
124AMPRIUS TECHNOLOGIES INCAMPX-WT454,830$3.6M0.15%
125AFFIRM HLDGS INCAFRM46,209$3.4M0.15%
126BERKSHIRE HATHAWAY INC DELBRK-A4$3.0M0.13%
127BERKSHIRE HATHAWAY INC DELBRK-A5,805$2.9M0.12%
128BRAZE INCBRZE69,305$2.4M0.10%
129SCHWAB STRATEGIC TR80852410290,152$2.4M0.10%
130ENTERPRISE PRODS PARTNERS L29379210768,720$2.2M0.09%
131FAIR ISAAC CORPFICO1,292$2.2M0.09%
132NOVARTIS AGNVSEF14,487$2.0M0.08%
133ALPHABET INCGOOG6,098$1.9M0.08%
134CARDINAL INFRASTRUCTURE GROUCDNL76,225$1.8M0.08%
135PROCTER AND GAMBLE CO74271810912,630$1.8M0.08%
136PALANTIR TECHNOLOGIES INCPLTR9,042$1.6M0.07%
137VANGUARD INDEX FDS9229083632,283$1.4M0.06%
138WORKDAY INCWDAY6,000$1.3M0.05%
139ESSEX PPTY TR INC2971781054,000$1.0M0.04%
140UNION PAC CORPUNP4,259$985,1920.04%
141EXXON MOBIL CORPXOM7,560$909,7710.04%
142ABBVIE INCABBV3,751$857,0660.04%
143BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.03%
144SELECT SECTOR SPDR TR81369Y8035,182$746,0530.03%
145FIRST TR EXCHANGE TRAD FD VI33739H10127,878$647,6160.03%
146PROCTER AND GAMBLE CO7427181094,516$647,1880.03%
147ENTERPRISE PRODS PARTNERS L29379210719,095$612,1860.03%
148AMERICAN EXPRESS COAXP1,525$564,1740.02%
149ISHARES TR46432F8426,240$558,2300.02%
150JOHNSON & JOHNSONJNJ2,651$548,6240.02%
151LEVI STRAUSS & CO NEWLEVI25,000$518,5000.02%
152PIMCO ETF TR72201R7835,370$509,1830.02%
153HOME DEPOT INCHD1,346$463,1590.02%
154BERKLEY W R CORPWRB-PH6,331$443,9300.02%
155ISHARES TR46432F8599,000$438,7500.02%
156COSTCO WHSL CORP NEW22160K105489$421,6840.02%
157MERCK & CO INCMRK4,003$421,3560.02%
158ABBOTT LABSABLZF3,352$419,9720.02%
159MORGAN STANLEYMS-PQ2,278$404,4130.02%
160WELLS FARGO CO NEW9497461014,307$401,4130.02%
161EXXON MOBIL CORPXOM3,237$389,5410.02%
162JOHNSON & JOHNSONJNJ1,859$384,7200.02%
163ORACLE CORPORCL-PD1,919$374,0320.02%
164WALMART INCWMT3,072$342,2520.01%
165APPLE INCAAPL1,250$339,8250.01%
166SPDR SERIES TRUST78468R6633,365$307,4940.01%
167RTX CORPORATIONRTX1,625$298,0250.01%
168KLA CORPKLAC218$264,8870.01%
169CRANE COMPANYCR1,325$244,3700.01%
170ISHARES TR4642875491,889$243,9880.01%
171TESLA INCTSLA534$240,1500.01%
172CISCO SYS INCCSCO3,067$236,2510.01%
173AIRBNB INCABNB1,715$232,7600.01%
174SERVICENOW INCNOW1,485$227,4870.01%
175INTUITIVE SURGICAL INCISRG398$225,4110.01%
176TESLA INCTSLA500$224,8600.01%
177VANGUARD STAR FDS9219097682,819$212,6870.01%
178PROSHARES TR74348A4672,001$208,2550.01%
179GENERAL DYNAMICS CORPGD594$199,9760.01%
180PNC FINL SVCS GROUP INC693475105914$190,7790.01%
181MCKESSON CORPMCK232$190,3070.01%
182DISNEY WALT CO2546871061,600$182,0320.01%
183S&P GLOBAL INCSPGI335$175,0680.01%
184NETFLIX INCNFLX1,850$173,4560.01%
185SOUTHERN COSOMN1,981$172,7430.01%
186HEICO CORP NEWHEI-A531$171,8260.01%
187VANGUARD ADMIRAL FDS INC9219328281,542$171,1200.01%
188TJX COS INC NEW8725401091,104$169,5850.01%
189NORFOLK SOUTHN CORP655844108582$168,0350.01%
190VANGUARD SCOTTSDALE FDS92206C1022,852$167,4980.01%
191PARKER-HANNIFIN CORPPH187$164,3660.01%
192DUKE ENERGY CORP NEWDUKB1,395$163,5080.01%
193FASTENAL COFAST3,958$158,8350.01%
194MARSH & MCLENNAN COS INC571748102841$156,0220.01%
195AT&T INCT-PC6,234$154,8530.01%
196CITIGROUP INCC-PR1,314$153,3310.01%
197INTERNATIONAL BUSINESS MACHSINTR508$150,4750.01%
198TAIWAN SEMICONDUCTOR MFG LTD874039100473$143,7400.01%
199PALO ALTO NETWORKS INCPANW760$139,9920.01%
200BOOKING HOLDINGS INCBKNG26$139,2390.01%
201BANK NEW YORK MELLON CORP0640581001,199$139,1920.01%
202OREILLY AUTOMOTIVE INC67103H1071,515$138,1830.01%
203UBER TECHNOLOGIES INCUBER1,669$136,3740.01%
204LAM RESEARCH CORPLRCX796$136,2590.01%
205CROWDSTRIKE HLDGS INCCRWD286$134,0650.01%
206PROLOGIS INC.PLDGP1,020$130,2130.01%
207QUANTA SVCS INC74762E102300$126,6180.01%
208THE CIGNA GROUP125523100432$118,8990.01%
209LYFT INCLYFT6,099$118,1380.01%
210CHEVRON CORP NEWCVX753$114,7650.00%
211MARKEL GROUP INCMKL53$113,9310.00%
212KKR & CO INCKKRT872$111,1630.00%
213NEXTNAV INCNXNVW6,533$108,7090.00%
214CME GROUP INCCME384$104,8630.00%
215AGNICO EAGLE MINES LTDAEM591$100,1920.00%
216VANGUARD INDEX FDS922908652471$98,4290.00%
217NASDAQ INCNDAQ1,000$97,1300.00%
218MCDONALDS CORPMCD314$95,9680.00%
219RBC BEARINGS INCRBC212$95,0670.00%
220OLD DOMINION FREIGHT LINE INODFL606$95,0210.00%
221VERTIV HOLDINGS COVRT579$93,8040.00%
222NEW FOUND GOLD CORPNFGC31,250$92,8130.00%
223SUMMIT THERAPEUTICS INCSMMT5,000$87,4500.00%
224EMCOR GROUP INCEME136$83,2030.00%
225QXO INCQXO-PB4,245$81,8860.00%
226ALLIANCEBERNSTEIN HLDG L P01881G1062,124$81,7320.00%
227MSCI INCMSCI137$78,6010.00%
228BLACKROCK INCBLK73$78,1350.00%
229KRANESHARES TRUST5007673062,291$78,0090.00%
230HA SUSTAINABLE INFRA CAP INC41068X1002,390$75,1180.00%
231SHOPIFY INCSHOP463$74,5290.00%
232VANGUARD INDEX FDS922908736143$69,8840.00%
233ISHARES TR464287200100$68,4940.00%
234TKO GROUP HOLDINGS INCTKO327$68,3430.00%
235NORTHROP GRUMMAN CORPNOC119$67,8550.00%
236ARS PHARMACEUTICALS INCSPRY5,610$65,3570.00%
237MICRON TECHNOLOGY INCMU223$63,6460.00%
238PERPETUA RESOURCES CORPPPTA2,622$63,4790.00%
239SPDR GOLD TRGLD159$63,0130.00%
240ADOBE INCADBE176$61,5980.00%
241PHILIP MORRIS INTL INC718172109383$61,4330.00%
242COCA COLA COKO872$60,9620.00%
243WASTE MGMT INC DEL94106L109273$59,9810.00%
244ENTERGY CORP NEWENO626$57,8610.00%
245LOWES COS INC548661107236$56,9140.00%
246VALERO ENERGY CORPVLO341$55,5110.00%
247PRIMORIS SVCS CORP74164F103431$53,5040.00%
248CATERPILLAR INCCAT91$52,1310.00%
249ASTRAZENECA PLCAZN560$51,4810.00%
250THERMO FISHER SCIENTIFIC INCTMO88$50,9920.00%
251GALLAGHER ARTHUR J & CO363576109197$50,9820.00%
252PTC INCPTC289$50,3470.00%
253RELIANCE INCRS174$50,2630.00%
254INGERSOLL RAND INCIR631$49,9880.00%
255EQT CORPEQT921$49,3660.00%
256CASEYS GEN STORES INC14752810388$48,6380.00%
257CUMMINS INCCMI95$48,4930.00%
258BANK AMERICA CORP060505104878$48,2900.00%
259CONOCOPHILLIPSCOP511$47,8350.00%
260AUTOMATIC DATA PROCESSING INADP185$47,5880.00%
261ISHARES BITCOIN TRUST ETFIBIT942$46,7700.00%
262INSULET CORPPODD163$46,3310.00%
263TRIMBLE INCTRMB589$46,1480.00%
264EQUIFAX INCEFX210$45,5660.00%
265MERCK & CO INCMRK428$45,0510.00%
266MARRIOTT INTL INC NEW571903202144$44,6750.00%
267IDACORP INCIDA352$44,5490.00%
268BROADRIDGE FINL SOLUTIONS IN11133T103199$44,4110.00%
269AGILENT TECHNOLOGIES INCA324$44,0870.00%
270COLUMBIA BKG SYS INC1972361021,553$43,4060.00%
271FISERV INCFISV645$43,3250.00%
272HOWMET AEROSPACE INCHWM208$42,6440.00%
273ILLINOIS TOOL WKS INC452308109172$42,3640.00%
274MARTIN MARIETTA MATLS INC57328410668$42,3410.00%
275SS&C TECHNOLOGIES HLDGS INCSSNC478$41,7870.00%
276EVERCORE INCEVR120$40,8300.00%
277ESCO TECHNOLOGIES INCESE205$40,0550.00%
278AMGEN INCAMGN117$38,2950.00%
279EOG RES INCEOG363$38,1190.00%
280GOLDMAN SACHS GROUP INCGSCE43$37,7970.00%
281GRIFFON CORPGFF512$37,7090.00%
282BP PLCBPPFF1,057$36,7100.00%
283CACI INTL INC12719030465$34,6330.00%
2843M COMMM215$34,4220.00%
285AZZ INCAZZ313$33,5470.00%
286BLACKSTONE SECD LENDING FDBX1,272$33,4920.00%
287PEPSICO INCPEP230$33,0100.00%
288ALIGN TECHNOLOGY INCALGN211$32,9480.00%
289SNAP INCSNAP4,000$32,2800.00%
290ADVANCED MICRO DEVICES INCAMD150$32,1240.00%
291TEXAS INSTRS INC882508104180$31,2280.00%
292APPLOVIN CORPAPP46$30,9960.00%
293GREEN BRICK PARTNERS INCGRBK-PA491$30,7660.00%
294CARLISLE COS INC14233910096$30,7070.00%
295CDW CORPCDW217$29,5550.00%
296TMC THE METALS COMPANY INCTMCWW4,675$28,8450.00%
297CAPITAL ONE FINL CORP14040H105118$28,5980.00%
298PALANTIR TECHNOLOGIES INCPLTR160$28,4400.00%
299TRAVELERS COMPANIES INCTRV96$27,8460.00%
300SONY GROUP CORPSNEJF1,078$27,5970.00%
301SOMNIGROUP INTERNATIONAL INCSGI309$27,5880.00%
302STIFEL FINL CORP860630102212$26,5470.00%
303NEXTERA ENERGY INCNEE-PW330$26,4920.00%
304LPL FINL HLDGS INC50212V10070$25,0020.00%
305DUTCH BROS INCBROS396$24,2430.00%
306EXLSERVICE HOLDINGS INCEXLS550$23,3420.00%
307UNILEVER PLCUNLYF356$23,2530.00%
308RIVIAN AUTOMOTIVE INCRIVN1,175$23,1590.00%
309SCHWAB CHARLES CORPSCHW-PJ226$22,5800.00%
310MASTERCARD INCORPORATEDMA39$22,2640.00%
311ING GROEP N.V.INGVF740$20,7200.00%
312SUNCOR ENERGY INC NEWSU437$19,3850.00%
313STRYKER CORPORATIONSYK54$18,9790.00%
314PACCAR INCPCAR161$17,6310.00%
315BARCLAYS PLCBCLYF687$17,4840.00%
316MONDELEZ INTL INC609207105323$17,3870.00%
317LENNOX INTL INC52610710734$16,5100.00%
318ISHARES ETHEREUM TR46438R105735$16,4860.00%
319NEWSMAX INCNMAX2,120$16,3880.00%
320HSBC HLDGS PLCHBCYF191$15,0260.00%
321MITSUBISHI UFJ FINL GROUP IN606822104947$15,0190.00%
322RB GLOBAL INCRBA145$14,9160.00%
323SHELL PLCRYDAF201$14,7690.00%
324HIPPO HLDGS INCHIPOW490$14,7390.00%
325MORNINGSTAR INCMORN64$13,9080.00%
326PULSE BIOSCIENCES INCPLSE1,000$13,7300.00%
327LLOYDS BANKING GROUP PLCLLOBF2,532$13,4200.00%
328GSK PLCGLAXF243$11,9170.00%
329VERTEX PHARMACEUTICALS INCVRTX21$9,5210.00%
330POOL CORPPOOL41$9,3790.00%
331CHEVRON CORP NEWCVX50$7,6210.00%