OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1005607
SAN FRANCISCO, CA
Position in CARR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$203,986
-$17,739 QoQ
Shares Held
2,781
-25.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,260
of 1,618 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $10,173,755 across 2 Building Products & Equipment names. CARR ranks #2 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TREX |
Trex Co Inc
|
199,236 | $9,969,769 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
2,781 | $203,986 |
All Filings in CARR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,986 | 2,781 | Shares | Sole | 2026-08-04 | |
| 2025-09-30 | $221,725 | 3,714 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $286,026 | 3,908 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $247,767 | 3,908 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $303,961 | 4,453 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $358,421 | 4,453 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $280,895 | 4,453 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $279,256 | 4,804 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $281,734 | 4,904 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $270,700 | 4,904 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $400,861 | 8,064 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $438,376 | 9,582 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $404,002 | 9,794 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $351,830 | 9,894 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $359,952 | 10,094 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $506,221 | 11,036 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $706,909 | 13,033 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,189,237 | 22,976 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $7,688,568 | 158,201 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $6,588,642 | 156,055 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $5,447,824 | 144,428 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,321,348 | 141,498 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,940,461 | 132,334 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||