Position in CARR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,318,901
+$461,714 QoQ
Shares Held
72,514
-15.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#345
of 1,624 holders
Holding Since
Jun 2021
21 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, 2026Atria Investments, Inc holds $38,080,148 across 16 Building Products & Equipment names. CARR ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
25,900 | $12,721,044 | |
| 2 | MAS |
Masco Corp /De/
|
88,713 | $7,218,576 | |
| 3 | CARR |
CARRIER GLOBAL Corp
This page
|
72,514 | $5,318,901 | |
| 4 | JCI |
Johnson Controls International plc
|
17,731 | $2,590,676 | |
| 5 | LII |
Lennox International Inc
|
3,576 | $2,048,869 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
|
7,979 | $1,252,383 | |
| 7 | AAON |
Aaon, Inc.
|
9,472 | $1,201,617 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
10,006 | $895,336 |
All Filings in CARR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,318,901 | 72,514 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,857,187 | 86,258 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,572,145 | 48,678 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,648,411 | 44,362 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,214,504 | 43,920 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,673,514 | 42,169 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,767,874 | 40,549 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,297,192 | 40,964 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,681,720 | 42,513 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,411,417 | 58,686 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $2,381,187 | 41,448 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,475,830 | 44,852 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,126,544 | 42,779 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,027,457 | 44,316 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,874,070 | 45,432 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,569,902 | 44,148 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,424,117 | 39,936 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,812,690 | 39,518 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,996,380 | 55,243 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,134,171 | 60,552 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,788,327 | 57,373 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||