West Family Investments, Inc.

Position in CARR — CARRIER GLOBAL Corp

CIK 1568303 CARLSBAD, CA

Position in CARR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$398,803

+$183,406 QoQ

Shares Held

5,437

+50.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#957

of 1,624 holders

Holding Since

Jun 2021

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

West Family Investments, Inc. holds $2,708,977 across 6 Building Products & Equipment names. CARR ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	5,791	$846,123
2	OC	Owens Corning	3,737	$594,033
3	CARR	CARRIER GLOBAL Corp This page	5,437	$398,803
4	MAS	Masco Corp /De/	4,180	$340,126
5	TREX	Trex Co Inc	5,348	$267,613
6	TT	Trane Technologies plc	534	$262,279

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,803	5,437	+50.7%	Shares	Sole	2026-08-10
2025-09-30	$215,397	3,608	+3.1%	Shares	Sole	2025-11-12
2025-03-31	$221,900	3,500	0.0%	Shares	Sole	2025-05-02
2024-12-31	$238,910	3,500	-1.2%	Shares	Sole	2025-02-07
2024-09-30	$285,256	3,544	-12.1%	Shares	Sole	2024-11-08
2021-12-31	$218,749	4,033	-10.5%	Shares	Sole	2022-02-15
2021-09-30	$233,282	4,507	+5.3%	Shares	Sole	2022-02-15
2021-06-30	$208,056	4,281	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.