Position in CARR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$401,370
-$307,234 QoQ
Shares Held
5,472
-56.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#955
of 1,624 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 91%
Shared 9%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Dempze Nancy E holds $817,314 across 2 Building Products & Equipment names. CARR ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMS |
Advanced Drainage Systems, Inc.
|
2,650 | $415,944 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
5,472 | $401,370 |
All Filings in CARR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,370 | 5,472 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $708,604 | 12,584 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $811,515 | 15,358 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,142,665 | 52,641 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,665,205 | 50,078 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,027,919 | 47,759 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,558,519 | 37,482 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,504,042 | 31,110 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,273,267 | 20,185 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $604,258 | 10,395 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||