Position in CARR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,546,779
+$95,318 QoQ
Shares Held
27,469
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Richard Bernstein Advisors LLC holds $11,927,997 across 6 Building Products & Equipment names. CARR ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXC |
SPX Technologies, Inc.
|
14,672 | $2,933,519 | |
| 2 | OC |
Owens Corning
|
24,121 | $2,610,374 | |
| 3 | AAON |
Aaon, Inc.
|
22,573 | $1,867,915 | |
| 4 | CARR |
CARRIER GLOBAL Corp
This page
|
27,469 | $1,546,779 | |
| 5 | JCI |
Johnson Controls International plc
|
11,805 | $1,545,864 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
|
10,381 | $1,423,546 |
All Filings in CARR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,546,779 | 27,469 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,451,461 | 27,469 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,806,522 | 30,260 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,568,227 | 62,416 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,957,174 | 62,416 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,507,344 | 66,032 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,314,915 | 66,032 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,165,298 | 66,032 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,838,440 | 66,032 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,793,538 | 66,032 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,641,930 | 65,977 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||