Waterloo Capital, L.P.

Position in CARR — CARRIER GLOBAL Corp

CIK 1730942 Austin, TX

Position in CARR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$300,441

New position

Shares Held

4,096

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,085

of 1,624 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Waterloo Capital, L.P. holds $1,526,447 across 3 Building Products & Equipment names. CARR ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	1,994	$979,373
2	CARR	CARRIER GLOBAL Corp This page	4,096	$300,441
3	JCI	Johnson Controls International plc	1,688	$246,633

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,441	4,096	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.