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SUMMITRY LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1280043 Foster City, CA

Position in CARR

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$100,205,635
+$20,256,022 QoQ
Shares Held
1,366,130
-3.8% QoQ
Ownership
0.164%
of shares outstanding
% of Portfolio
3.79%
of 13F equity value
Holder Rank
#66
of 1,624 holders
Holding Since
Mar 2024
10 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, 2026

SUMMITRY LLC holds $102,374,945 across 6 Building Products & Equipment names. CARR ranks #1 (97.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CARR
CARRIER GLOBAL Corp
This page
1,366,130 $100,205,635

All Filings in CARR

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $100,205,635 1,366,130
2026-03-31 $79,949,613 1,419,812
2025-12-31 $52,351,335 990,752
2025-09-30 $60,574,187 1,014,643
2025-06-30 $72,547,611 991,223
2025-03-31 $61,728,649 973,638
2024-12-31 $36,249,063 531,044
2024-09-30 $41,417,819 514,571
2024-06-30 $40,388,042 640,267
2024-03-31 $36,567,199 629,059