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LRI Investments, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 2023325 PALM BEACH GARDENS, FL

Position in CARR

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$4,102,318
+$1,021,373 QoQ
Shares Held
55,928
+2.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#369
of 1,618 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CARR Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

LRI Investments, LLC holds $24,507,500 across 17 Building Products & Equipment names. CARR ranks #2 (16.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CARR
CARRIER GLOBAL Corp
This page
55,928 $4,102,318

All Filings in CARR

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,102,318 55,928
2026-03-31 $3,080,945 54,714
2025-12-31 $2,992,329 56,630
2025-09-30 $3,647,192 61,092
2025-06-30 $4,199,056 57,372
2025-03-31 $3,637,321 57,371
2024-12-31 $4,013,278 58,794
2024-09-30 $4,708,423 58,497
2024-06-30 $3,705,066 58,736
2024-03-31 $3,337,185 57,409