OSTIX
The Osterweis Strategic Income Fund
Professionally Managed Portfolios

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Phillips 66 0 58,000,000 58,000,000 1.02% $57.99M
IMGCN 5.75 10/15/28 144A 0 56,727,000 56,727,000 1.00% $56.49M
AFRM 0 11/15/26 0 56,750,000 56,750,000 0.97% $55.05M
Genuine Parts Co 0 54,000,000 54,000,000 0.95% $53.85M
Air Canada Pass-Through Trust, Series 2020-1, Class C 0 49,524,000 49,524,000 0.88% $50.08M
Stanley Black & Decker Inc 0 50,000,000 50,000,000 0.88% $49.99M
SHORT TERMS 0 50,000,000 50,000,000 0.88% $49.97M
Keurig Dr Pepper Inc 0 50,000,000 50,000,000 0.88% $49.96M
Glencore Funding LLC 0 50,000,000 50,000,000 0.88% $49.96M
NUTRIEN LTD DISC COML PAPER COMMERCIAL PAPER (ISITC) 0 50,000,000 50,000,000 0.88% $49.96M
Fidelity National Information Services Inc 0 50,000,000 50,000,000 0.88% $49.94M
Constellation Energy Generation LLC 0 50,000,000 50,000,000 0.88% $49.88M
Brookfield Infrastructure Holdings Canada Inc 0 50,000,000 50,000,000 0.88% $49.87M
Crown Castle Inc 0 50,000,000 50,000,000 0.88% $49.87M
HCA Inc 0 50,000,000 50,000,000 0.88% $49.86M
Mondelez International Inc 0 50,000,000 50,000,000 0.88% $49.83M
Sherwin-Williams Co/The 0 50,000,000 50,000,000 0.88% $49.82M
BASF SE 0 50,000,000 50,000,000 0.88% $49.77M
PayPal Holdings Inc 0 50,000,000 50,000,000 0.88% $49.76M
Rogers Communications Inc/Ontario 0 49,000,000 49,000,000 0.86% $48.91M
Jabil Inc 0 49,000,000 49,000,000 0.86% $48.90M
Dollarama Inc 0 49,000,000 49,000,000 0.86% $48.85M
VAC 3.25 12/15/27 0 49,500,000 49,500,000 0.84% $47.64M
CHTR 5 02/01/28 144A 0 44,475,000 44,475,000 0.78% $44.14M
Iron Mountain Inc. 0 40,206,000 40,206,000 0.72% $41.02M
VICI PROPERTIES / NOTE REGD 144A P/P 4.25000000 0 39,276,000 39,276,000 0.69% $39.18M
PENN NATIONAL GAMING CV SR UNSEC 2.75% 05-15-26 0 34,653,000 34,653,000 0.61% $34.66M
Boston Properties LP 0 33,750,000 33,750,000 0.59% $33.70M
CBRE Services Inc 0 34,000,000 34,000,000 0.59% $33.65M
SM Energy Company 0 29,500,000 29,500,000 0.54% $30.84M
RXO 6.375 05/15/31 144A 0 32,000,000 32,000,000 0.54% $30.78M
Q2 Holdings, Inc. 0 30,428,000 30,428,000 0.54% $30.30M
Extra Space Storage LP 0% CP 07/04/2026 0 30,000,000 30,000,000 0.53% $29.98M
Harley-Davidson Financial Services Inc 0 30,000,000 30,000,000 0.53% $29.93M
HCA Inc 0 30,000,000 30,000,000 0.53% $29.90M
TripAdvisor, Inc. 0.25%, Due 04/01/2026 0 29,000,000 29,000,000 0.51% $29.04M
Parker-Hannifin Corp 0 29,000,000 29,000,000 0.51% $28.84M
SM Energy Co. 0 24,750,000 24,750,000 0.44% $24.77M
AGC Capital Inc 0 22,000,000 22,000,000 0.39% $21.99M
Extra Space Storage LP 0 20,000,000 20,000,000 0.35% $19.98M
Parker-Hannifin Corp 0 20,000,000 20,000,000 0.35% $19.89M
GFL ENVIRONMENTAL HOLDINGS US INC 5.5% 02/01/2034 144A 0 18,500,000 18,500,000 0.32% $18.18M
Vistra Operations Co. LLC 0 15,841,000 15,841,000 0.28% $15.85M
Harley-Davidson Financial Services Inc 0 15,000,000 15,000,000 0.26% $14.97M
American Airlines Inc/AAdvantage Loyalty IP Ltd 0 15,000,000 15,000,000 0.26% $14.93M
SUN 5.375 07/15/31 144A 0 14,750,000 14,750,000 0.26% $14.64M
Upwork, Inc. 0 14,680,000 14,680,000 0.25% $14.40M
Performance Food Group Inc 0 14,500,000 14,500,000 0.25% $14.00M
INSTALLED BUILDING PRODUCTS IN COMPANY GUAR 144A 02/34 5.625 0 13,700,000 13,700,000 0.24% $13.40M
Harley-Davidson Financial Services Inc 0 10,000,000 10,000,000 0.18% $9.97M
Genesis Energy LP / Genesis Energy Finance Corp 0 9,500,000 9,500,000 0.17% $9.46M
The Goodyear Tire & Rubber Company 0 10,000,000 10,000,000 0.16% $9.03M
FORD MOTOR CRED 0 7,541,000 7,541,000 0.13% $7.49M
CHTR 5 1/8 05/01/27 0 4,584,000 4,584,000 0.08% $4.58M
Advanced Drainage Systems Inc 0 3,500,000 3,500,000 0.06% $3.41M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
AIRBNB INC ZERO COUPON 03/15/2026 76,000,000 0 -76,000,000 0.00% -$75.39M
BSY 0.125 01/15/26 74,800,000 0 -74,800,000 0.00% -$74.66M
Marriott Vacations Worldwide Corp. 70,011,000 0 -70,011,000 0.00% -$69.93M
Summit Hotel Properties, Inc. 70,037,000 0 -70,037,000 0.00% -$69.83M
CABO 0 03/15/26 69,305,000 0 -69,305,000 0.00% -$68.44M
Enphase Energy, Inc. 68,000,000 0 -68,000,000 0.00% -$67.32M
United Airlines Pass Through Certificates, Series 2015-1 63,930,000 0 -63,930,000 0.00% -$63.89M
ROYAL CARIBBEAN CRUISES SR UNSECURED 144A 08/26 5.5 61,302,000 0 -61,302,000 0.00% -$61.40M
Bacardi-Martini BV 60,000,000 0 -60,000,000 0.00% -$59.85M
PFGC 5.5 10/15/27 144A 57,195,000 0 -57,195,000 0.00% -$57.31M
NCL CORPORATION LTD REGD 144A P/P 5.87500000 55,490,000 0 -55,490,000 0.00% -$55.74M
Volkswagen Group of America Finance LLC 55,000,000 0 -55,000,000 0.00% -$54.97M
Bunge Ltd Finance Corp 54,000,000 0 -54,000,000 0.00% -$53.96M
GENESIS ENERGY LP SR UNSEC 7.75% 02-01-28 51,550,000 0 -51,550,000 0.00% -$51.79M
VAREX IMAGING CORP SR SECURED 144A 10/27 7.875 50,334,000 0 -50,334,000 0.00% -$51.52M
McCormick & Co Inc/MD 50,000,000 0 -50,000,000 0.00% -$49.99M
Glencore Funding LLC 50,000,000 0 -50,000,000 0.00% -$49.97M
HCA Inc 50,000,000 0 -50,000,000 0.00% -$49.97M
Genuine Parts Co 50,000,000 0 -50,000,000 0.00% -$49.95M
Hyundai Capital America 50,000,000 0 -50,000,000 0.00% -$49.95M
Extra Space Storage LP 50,000,000 0 -50,000,000 0.00% -$49.92M
PARKER-HANNIFIN CORP 50,000,000 0 -50,000,000 0.00% -$49.89M
Marriott International Inc/MD 50,000,000 0 -50,000,000 0.00% -$49.88M
American Honda Finance Corp 50,000,000 0 -50,000,000 0.00% -$49.86M
Dollarama Inc 50,000,000 0 -50,000,000 0.00% -$49.84M
Sysco Corp 50,000,000 0 -50,000,000 0.00% -$49.75M
Brookfield Infrastructure Holdings Canada Inc 49,000,000 0 -49,000,000 0.00% -$48.93M
Haemonetics Corp. 48,320,000 0 -48,320,000 0.00% -$47.96M
ALARM.COM HOLDINGS INC ZERO COUPON 01/15/2026 41,165,000 0 -41,165,000 0.00% -$41.27M
VAIL RESORTS INC ZERO COUPON 01/01/2026 40,704,000 0 -40,704,000 0.00% -$40.72M
Keurig Dr Pepper Inc 40,000,000 0 -40,000,000 0.00% -$39.94M
WMS 5 09/30/27 144A 37,338,000 0 -37,338,000 0.00% -$37.42M
Cintas Corp No 2 36,945,000 0 -36,945,000 0.00% -$36.93M
FAIR ISAAC CORP REGD 144A P/P 5.25000000 36,453,000 0 -36,453,000 0.00% -$36.53M
ALIMENTATION COUCHE-TARD INC YCP 0% 01/01/2026 34,000,000 0 -34,000,000 0.00% -$33.93M
PGY 8.875 08/01/30 30,000,000 0 -30,000,000 0.00% -$26.25M
HARLEY-DAVIDSON FND CP 25,500,000 0 -25,500,000 0.00% -$25.46M
RXO Inc 24,500,000 0 -24,500,000 0.00% -$25.09M
Bell Telephone Co of Canada or Bell Canada/The 25,000,000 0 -25,000,000 0.00% -$24.94M
SPRINGLEAF FIN 23,917,000 0 -23,917,000 0.00% -$24.17M
Penske Truck Leasing Co LP 22,000,000 0 -22,000,000 0.00% -$21.90M
Penske Truck Leasing Co LP 20,000,000 0 -20,000,000 0.00% -$19.98M
Alimentation Couche-Tard Inc 20,000,000 0 -20,000,000 0.00% -$19.97M
Canadian Pacific Railway Co 18,800,000 0 -18,800,000 0.00% -$18.79M
American Airlines Inc 17,234,000 0 -17,234,000 0.00% -$18.04M
FORD MOTOR CRED 14,000,000 0 -14,000,000 0.00% -$14.03M
WESTERN DIGITAL 13,029,000 0 -13,029,000 0.00% -$13.08M
Calumet Specialty Products Partners LP / Calumet Finance Corp. 9,880,000 0 -9,880,000 0.00% -$9.98M
Parker-Hannifin Corp 10,000,000 0 -10,000,000 0.00% -$9.98M
IEP 6 1/4 05/15/26 6,885,000 0 -6,885,000 0.00% -$6.90M
Consolidated Energy Finance SA 7,050,000 0 -7,050,000 0.00% -$6.84M
INSTALLED BUILDING PRODU REGD 144A P/P 5.75000000 6,750,000 0 -6,750,000 0.00% -$6.78M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
UNISYS CORP SR SECURED 144A 01/31 10.625 79,000,000 85,000,000 6,000,000 1.29% -$7.78M
OXFORD FIN LLC/CO ISS II SR UNSECURED 144A 02/27 6.375 50,341,000 71,689,000 21,348,000 1.26% $20.58M
BANIJAY ENTERTAINMENT SAS 46,177,000 59,944,000 13,767,000 1.09% $13.71M
CONDUENT BUS SRV 74,500,000 84,500,000 10,000,000 1.02% -$6.77M
K HOVNANIAN ENTS. I 8.00% 22,400,000 52,400,000 30,000,000 0.92% $29.01M
CPI CG INC REGD 144A P/P 10.00000000 29,196,000 47,460,000 18,264,000 0.89% $19.06M
SXC 4.875 06/30/29 144A 49,066,000 54,206,000 5,140,000 0.86% $3.37M
Advance Auto Parts, Inc. 27,080,000 41,965,000 14,885,000 0.75% $15.04M
SIMMONS FOODS INC/SIMMONS PREP SECURED 144A 03/29 4.625 27,438,000 43,604,000 16,166,000 0.74% $15.46M
JBT Marel Corporation, Convertible 3,985,000 40,779,000 36,794,000 0.72% $36.62M
NGL Energy Operating LLC / NGL Energy Finance Corp 37,030,000 38,780,000 1,750,000 0.71% $1.39M
AMN HEALTHCARE INC REGD 144A P/P 6.50000000 29,500,000 37,500,000 8,000,000 0.65% $7.14M
TUTOR PERINI CRP 24,500,000 33,277,000 8,777,000 0.64% $9.16M
ADNT 7.5 02/15/33 144A 31,000,000 36,000,000 5,000,000 0.64% $4.40M
AMERICAN AIRLINES INC SR SECURED 144A 02/28 7.25 5,000,000 36,164,000 31,164,000 0.64% $31.24M
Pebblebrook Hotel Trust, Convertible 8,600,000 33,350,000 24,750,000 0.57% $24.25M
HROW 8.625 09/15/30 144A 17,315,000 31,894,000 14,579,000 0.57% $14.07M
AXL 7.75 10/15/33 144A 29,000,000 31,750,000 2,750,000 0.54% $1.19M
Ziff Davis, Inc., Convertible 10,595,000 30,595,000 20,000,000 0.53% $19.68M
Directv Financing LLC / Directv Financing Co-Obligor Inc. 22,666,000 28,196,000 5,530,000 0.50% $5.33M
HMH Holding BV 21,400,000 22,600,000 1,200,000 0.40% $994.43K
UWMLLC 5.5 04/15/29 144A 20,820,000 24,195,000 3,375,000 0.40% $1.97M
CROWN AMERICAS LLC SR UNSEC 4.25% 09-30-26 15,025,000 20,895,000 5,870,000 0.37% $5.85M
GENESIS ENERGY LP SR UNSEC 8.875% 04-15-30 10,000,000 11,900,000 1,900,000 0.22% $1.88M
CACI International Inc. 4,500,000 11,500,000 7,000,000 0.21% $7.05M
UNITED WHOLESALE MTGE LL SR UNSECURED 144A 06/27 5.75 10,000,000 11,700,000 1,700,000 0.20% $1.46M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MSILF-TR SEC-INS 154,621,330 132,926,974 -21,694,356 2.35% -$21.69M
Federated U.S. Treasury Cash Reserves 154,621,330 132,926,974 -21,694,356 2.35% -$21.69M
First American US Treasury Money Market Fund 145,525,957 125,107,740 -20,418,218 2.21% -$20.42M
UNITED NATURAL FOODS INC REGD 144A P/P 6.75000000 67,549,000 52,027,000 -15,522,000 0.92% -$15.83M
AMERICAN AIRLINES INC / AADVANTAGE LOYALTY IP LTD 5.5% 04/20/2026 144A 51,123,167 26,286,583 -24,836,583 0.46% -$24.90M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
HAT Holdings I LLC / HAT Holdings II LLC 65,841,000 65,841,000 0 1.16% $176.53K
COEUR MINING INC REGD 144A P/P 5.12500000 66,150,000 66,150,000 0 1.16% -$202.21K
KEHEFO 9 02/15/29 144A 62,750,000 62,750,000 0 1.15% -$605.22K
WESCO Distribution Inc 64,308,000 64,308,000 0 1.14% -$621.22K
PITNEY BOWES INC REGD 144A P/P 7.25000000 62,645,000 62,645,000 0 1.11% -$918.18K
LIBERTY BROADBAND CORP CONV 3.125% 03/31/2053 144A 60,389,000 60,389,000 0 1.06% $422.72K
GRIFFON CORPORATION REGD 5.75000000 60,288,000 60,288,000 0 1.06% -$223.95K
UPBOUND GRP INC 57,600,000 57,600,000 0 0.99% -$1.16M
KEN GARFF AUTOMOTIVE LLC REGD 144A P/P 4.87500000 54,664,000 54,664,000 0 0.95% -$725.92K
CIACN 7.875 07/15/32 144A 51,750,000 51,750,000 0 0.95% -$1.50M
NWHM 9.25 10/01/29 144A 52,500,000 52,500,000 0 0.94% -$1.83M
JETBLUE AIRW/LOY 54,650,000 54,650,000 0 0.91% -$3.36M
GLOBAL INFRASTRUCTURE SO REGD 144A P/P 5.62500000 51,157,000 51,157,000 0 0.89% -$1.18M
WNC 4.5 10/15/28 144A 56,550,000 56,550,000 0 0.88% -$3.37M
ALLEGIANT TRAVEL CO REGD 144A P/P 7.25000000 48,569,000 48,569,000 0 0.86% -$623.24K
EMPRCC 9.75 05/01/29 144A 48,250,000 48,250,000 0 0.86% -$1.33M
New Enterprise Stone & Lime Co, Inc. 46,500,000 46,500,000 0 0.81% -$822.06K
ENVA 9 1/8 08/01/29 43,950,000 43,950,000 0 0.79% -$1.86M
WILLIAM CARTER SR UNSECURED 144A 02/31 7.375 43,300,000 43,300,000 0 0.78% -$613.82K
Match Group FinanceCo 2, Inc., Conv. 44,250,000 44,250,000 0 0.77% $307.54K
CSWHOL 5 12/15/28 144A 45,765,000 45,765,000 0 0.75% $146.22K
REAL ALLOY EQUITY 666 666 0 0.74% $0
Adams Homes Inc 40,389,000 40,389,000 0 0.74% -$563.87K
GOODYEAR TIRE & RUBBER REGD 6.62500000 38,082,000 38,082,000 0 0.66% -$1.85M
Calumet Specialty Products Partners LP / Calumet Finance Corp. 35,000,000 35,000,000 0 0.64% $715.58K
MTW 9.25 10/01/31 144A 34,500,000 34,500,000 0 0.64% -$1.13M
EnPro Inc. 33,604,000 33,604,000 0 0.60% -$677.73K
HL 7 1/4 02/15/28 33,967,000 33,967,000 0 0.60% -$250.88K
DLX 8 06/01/29 144A 33,721,000 33,721,000 0 0.60% -$448.22K
AMERICAN AXLE & MFG INC REGD 6.87500000 33,511,000 33,511,000 0 0.59% -$180.66K
SONIC AUTOMOTIVE INC REGD 144A P/P 4.62500000 34,500,000 34,500,000 0 0.59% -$435.58K
NSANY 1.85 09/16/26 33,400,000 33,400,000 0 0.58% $154.26K
OWENS & MINOR INC REGD 144A P/P 4.50000000 52,310,000 52,310,000 0 0.56% -$3.93M
GREAT LAKES DREDGE&DOCK REGD 144A P/P 5.25000000 30,747,000 30,747,000 0 0.55% $729.82K
CALUMET SPEC PROD PRT/FIN CORP 9.75% 07/15/2028 144A 29,232,000 29,232,000 0 0.54% $597.65K
Consolidated Energy Finance SA 31,700,000 31,700,000 0 0.52% $8.92M
KBR INC REGD 144A P/P 4.75000000 29,780,000 29,780,000 0 0.52% -$118.37K
CENTURY ALUMINUM COMPANY REGD 144A P/P 6.87500000 27,500,000 27,500,000 0 0.50% -$19.19K
Blackstone Mortgage Trust Inc 26,000,000 26,000,000 0 0.48% -$440.75K
ATLC 9 3/4 09/01/30 29,500,000 29,500,000 0 0.47% -$3.09M
Tidewater Inc. 24,000,000 24,000,000 0 0.45% -$215.77K
API GRP. DE INC 4.125% 26,650,000 26,650,000 0 0.45% -$646.03K
PRMWCN 4.375 04/30/29 144a 25,728,000 25,728,000 0 0.44% -$44.55K
FirstCash, Inc. 24,500,000 24,500,000 0 0.44% -$521.45K
EZCORP, Inc. 23,500,000 23,500,000 0 0.43% -$391.89K
DLX 8.125 09/15/29 144A 23,450,000 23,450,000 0 0.43% -$377.56K
BURLN 6.25 04/15/28 144A 25,489,000 25,489,000 0 0.42% -$1.35M
SIGNATURE AVIATION US HOLDINGS INC 144A 4.000000% 03/01/2028 25,600,000 25,600,000 0 0.42% $32.72K
US FOODS INC SR UNSECURED 144A 02/29 4.75 23,384,000 23,384,000 0 0.41% -$211.46K
IRON MOUNTAIN INC REGD 144A P/P 5.25000000 20,000,000 20,000,000 0 0.35% -$190.51K
Bancorp Inc/The 19,500,000 19,500,000 0 0.35% -$529.87K
HRI 7 06/15/30 144A 19,000,000 19,000,000 0 0.34% -$512.30K
FIRSTCASH INC REGD 144A P/P 5.62500000 19,500,000 19,500,000 0 0.34% -$211.61K
CONSOLIDATED ENERGY FIN REGD 144A P/P 12.00000000 19,750,000 19,750,000 0 0.34% $5.43M
Global Partners L.P./ GLP Finance Corp. 18,700,000 18,700,000 0 0.33% -$298.99K
Vistra Operations Co. LLC 17,150,000 17,150,000 0 0.30% -$154.30K
CORPBOND 14,650,000 14,650,000 0 0.26% -$257.55K
FIRSTCASH INC REGD 144A P/P 4.62500000 15,000,000 15,000,000 0 0.26% -$246.15K
IQVIA INC REGD 144A P/P 5.00000000 14,500,000 14,500,000 0 0.26% $19.97K
The New Home Company Inc. 14,750,000 14,750,000 0 0.25% -$771.68K
STYRO 9.625 03/15/29 144A 17,500,000 17,500,000 0 0.25% $2.26M
The Goodyear Tire & Rubber Company 14,500,000 14,500,000 0 0.24% -$456.65K
HAS Capital Income Opportunity Fund II LLC 21,807,000 21,807,000 0 0.23% -$674.14K
ENVA 11.25 12/15/28 144A 11,750,000 11,750,000 0 0.22% $3.62K
PERENTI FINANCE PTY LTD REGD 144A P/P 7.50000000 12,000,000 12,000,000 0 0.22% -$180.02K
UWM HOLDINGS LLC REGD 144A P/P 6.25000000 12,500,000 12,500,000 0 0.20% -$1.09M
XEROX CORP SR SECURED 144A 10/30 10.25 15,000,000 15,000,000 0 0.20% -$3.10M
FORD MOTOR CO 9,000,000 9,000,000 0 0.18% -$191.35K
THOR INDUSTRIES REGD 144A P/P 4.00000000 10,000,000 10,000,000 0 0.17% -$195.55K
STL Holding Company LLC 7,750,000 7,750,000 0 0.14% -$164.77K
Carriage Services, Inc. 7,800,000 7,800,000 0 0.13% -$142.01K
Etsy, Inc. 0.250%, Due 06/15/2028 7,750,000 7,750,000 0 0.12% -$2.71K
COMMERCIAL METALS CO SR UNSECURED 144A 11/33 5.75 6,750,000 6,750,000 0 0.12% -$221.70K
VST 5.05 12/30/26 144A 6,500,000 6,500,000 0 0.12% -$26.63K
HRI 5.75 03/15/31 144A 5,500,000 5,500,000 0 0.10% -$168.97K
NCR VOYIX CORP REGD 144A P/P 5.00000000 3,825,000 3,825,000 0 0.07% -$123.85K
HRI 6 03/15/34 144A 3,500,000 3,500,000 0 0.06% -$161.45K
ADR TONGJIANG CO. ESCROW 61,582,000 61,582,000 0 0.00% $0
SOUTHEASTERN GROCERS INC CVR RT 4,649,942 4,649,942 0 0.00% -$185.74K

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