OSTERWEIS CAPITAL MANAGEMENT LLC/CA SPH — SUBURBAN PROPANE PARTNERS LP UT LTD PT INT

Ownership history in OSTERWEIS CAPITAL MANAGEMENT LLC/CA  ·  1 quarter on record

AI Ownership Summary

OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported SUBURBAN PROPANE PARTNERS LP UT LTD PT INT (SPH) in 1 quarterly 13F filing .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OSTERWEIS CAPITAL MANAGEMENT LLC/CA's position in SUBURBAN PROPANE PARTNERS LP UT LTD PT INT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
1 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPH stock page OSTERWEIS CAPITAL MANAGEMENT LLC/CA fund profile OSTERWEIS CAPITAL MANAGEMENT LLC/CA full holdings
How OSTERWEIS CAPITAL MANAGEMENT LLC/CA held SPH — position size vs. price
% of Fund (quarterly)    SPH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPH

As of 2026 Q1 — sorted by position size

ALPS ADVISORS INC 3Y 7Y 1.42% Advocate Investing Services LLC 0.78% Smith Asset Management Co., LLC 0.71% PARK CIRCLE Co 3Y 7Y 0.6% Fractal Investments LLC 3Y 0.5% BOWEN HANES & CO INC 3Y 7Y 0.49% October Effect Ltd 0.39% Wealthstar Advisors, LLC 3Y 7Y 0.3% Clearwave Capital, LLC 0.29% LEVIN CAPITAL STRATEGIES, L.P. 3Y 7Y 0.22%

FAQ About OSTERWEIS CAPITAL MANAGEMENT LLC/CA and SPH

These are the practical questions this page is built to answer before you even open the full history table.

How long has OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported owning SPH?

OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported SPH across 0 quarterly 13F filings.

What was the largest reported SPH position in OSTERWEIS CAPITAL MANAGEMENT LLC/CA's portfolio?

This page shows the quarter-by-quarter portfolio weight history for SPH in OSTERWEIS CAPITAL MANAGEMENT LLC/CA.

What is the latest reported SPH position on this page?

The most recent filing on this page is 2000 Q2, when OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported 45,900 shares, equal to 0.26% of portfolio, with an estimated market value of $918K.

What does the chart on this SPH ownership page compare?

The chart compares OSTERWEIS CAPITAL MANAGEMENT LLC/CA's quarterly SPH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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