Fulcrum Asset Management LLP

Position in CARR — CARRIER GLOBAL Corp

CIK 1353395 LONDON, X0

Back to CARR Full portfolio

Position in CARR

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$519,978

+$519,978 QoQ

Shares Held

7,089

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#845

of 1,618 holders

Holding Since

Sep 2020

8 quarters on record

Common Shares in CARR Over Time

Shares Held

Position Value (USD)

Derivatives in CARR

reported options exposure · as of Mar 31, 2025

CallValue

CallShares

PutValue

$1,920,602

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

Fulcrum Asset Management LLP holds $6,488,696 across 8 Building Products & Equipment names. CARR ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLDR	Builders FirstSource, Inc.	22,819	$2,041,844
2	MAS	Masco Corp /De/	24,012	$1,953,856
3	SPXC	SPX Technologies, Inc.	6,942	$1,701,970
4	CARR	CARRIER GLOBAL Corp This page	7,089	$519,978
5	LII	Lennox International Inc	376	$215,429
6	LPX	Louisiana-Pacific Corp	603	$47,431
7	TREX	Trex Co Inc	133	$6,655
8	ROCK	Gibraltar Industries, Inc.	34	$1,533

All Filings in CARR

Export CSV

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$519,978	7,089	—	Shares	Sole	2026-08-18
2025-03-31	$1,920,602	0	—	Put	Sole	2025-04-24
2022-03-31	$391,500	8,535	-78.1%	Principal	Sole	2022-05-10
2021-12-31	$2,110,261	38,906	0.0%	Principal	Sole	2022-03-24
2021-09-30	$2,013,774	38,906	+12.7%	Principal	Sole	2021-10-19
2021-06-30	$1,677,720	34,521	+212.4%	Principal	Sole	2021-07-13
2021-03-31	$466,615	11,052	-75.9%	Principal	Sole	2021-04-21
2020-09-30	$1,401,358	45,886	—	Principal	Sole	2020-10-21
No filing history on record for this holder in this stock.