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Caption Management, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1706766 OKLAHOMA CITY, OK

Position in CARR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,885,110
+$380,310 QoQ
Shares Held
66,600
-16.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#347
of 1,615 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CARR Over Time

Shares Held

Position Value (USD)

Derivatives in CARR

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$18,019,200
PutShares
320,000

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

Caption Management, LLC holds $5,187,134 across 3 Building Products & Equipment names. CARR ranks #1 (94.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CARR
CARRIER GLOBAL Corp
This page
66,600 $4,885,110

All Filings in CARR

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,885,110 66,600
2026-03-31 $4,504,800 80,000
2026-03-31 $18,019,200 320,000
2025-12-31 $3,434,600 65,000
2025-12-31 $26,420,000 500,000
2024-06-30 $3,469,400 55,000
2024-03-31 $10,969,131 188,700
2024-03-31 $14,921,971 256,700
2023-12-31 $2,613,975 45,500
2021-06-30 $4,860,000 100,000
2021-03-31 $3,166,500 75,000
2020-12-31 $14,695,712 389,600
2020-09-30 $4,428,300 145,000
2020-06-30 $7,130,398 320,900