Position in OTIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$244,728
-$24,666 QoQ
Shares Held
3,418
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#810
of 1,211 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HOLDERNESS INVESTMENTS CO holds $10,622,221 across 8 Specialty Industrial Machinery names. OTIS ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
11,718 | $4,993,274 | |
| 2 | GEV |
GE Vernova Inc.
|
2,300 | $2,702,178 | |
| 3 | EMR |
Emerson Electric Co
|
6,351 | $909,145 | |
| 4 | ITW |
Illinois Tool Works Inc
|
2,439 | $659,676 | |
| 5 | CMI |
Cummins Inc
|
618 | $440,763 | |
| 6 | DOV |
DOVER Corp
|
1,842 | $413,123 | |
| 7 | IR |
Ingersoll Rand Inc.
|
3,163 | $259,334 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
3,418 | $244,728 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,728 | 3,418 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $269,394 | 3,495 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $310,267 | 3,552 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $331,342 | 3,624 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $489,554 | 4,944 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $593,503 | 5,751 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $529,636 | 5,719 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $596,511 | 5,739 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $556,960 | 5,786 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $596,711 | 6,011 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $545,588 | 6,098 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $486,758 | 6,061 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $552,307 | 6,205 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $517,203 | 6,128 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $484,660 | 6,189 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $395,049 | 6,192 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $439,779 | 6,223 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $500,944 | 6,510 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $552,459 | 6,345 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $522,395 | 6,349 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $530,605 | 6,489 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $455,603 | 6,656 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $434,008 | 6,425 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $431,134 | 6,907 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $379,711 | 6,678 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||