Position in OTIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$60,497,560
+$59,421,521 QoQ
Shares Held
844,938
+7079.4% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#71
of 1,191 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CI INVESTMENTS INC. holds $488,409,915 across 22 Specialty Industrial Machinery names. OTIS ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
179,612 | $211,018,954 | |
| 2 | OTIS |
Otis Worldwide Corp
This page
|
844,938 | $60,497,560 | |
| 3 | CSW |
Csw Industrials, Inc.
|
200,343 | $55,755,456 | |
| 4 | EMR |
Emerson Electric Co
|
284,112 | $40,670,632 | |
| 5 | INIO |
Innio N.V.
|
963,082 | $38,089,893 | |
| 6 | AME |
Ametek Inc/
|
136,981 | $33,141,183 | |
| 7 | PH |
Parker-Hannifin Corp
|
13,560 | $13,263,307 | |
| 8 | ETN |
Eaton Corp plc
|
22,481 | $9,579,603 |
All Filings in OTIS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,497,560 | 844,938 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $1,076,039 | 11,769 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,186,853 | 11,986 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,233,756 | 11,955 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,002,225 | 10,822 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $758,554 | 7,298 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $657,167 | 6,827 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $668,682 | 6,736 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $520,357 | 5,816 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $99,985 | 1,245 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $105,921 | 1,190 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $93,093 | 1,103 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $92,562 | 1,182 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $36,047 | 565 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,674 | 52 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,078 | 53 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,614 | 53 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,360 | 53 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||