Lafayette Investments, Inc.

Position in OTIS — Otis Worldwide Corp

CIK 1308377 ASHTON, MD

Position in OTIS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$965,024

-$201,813 QoQ

Shares Held

13,478

-11.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#499

of 1,211 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Lafayette Investments, Inc. holds $9,936,273 across 5 Specialty Industrial Machinery names. OTIS ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	5,054	$4,943,418
2	AOS	Smith A O Corp	42,940	$2,693,196
3	ETN	Eaton Corp plc	2,269	$966,866
4	OTIS	Otis Worldwide Corp This page	13,478	$965,024
5	GNRC	Generac Holdings Inc.	1,256	$367,769

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$965,024	13,478	-11.0%	Shares	Sole	2026-08-11
2026-03-31	$1,166,837	15,138	-2.2%	Shares	Sole	2026-04-27
2025-12-31	$1,351,479	15,472	-8.8%	Shares	Sole	2026-02-04
2025-09-30	$1,551,932	16,974	+27.7%	Shares	Sole	2025-11-06
2025-06-30	$1,315,975	13,290	+3.2%	Shares	Sole	2025-07-30
2025-03-31	$1,329,422	12,882	+11.1%	Shares	Sole	2025-04-24
2024-12-31	$1,074,276	11,600	+9.2%	Shares	Sole	2025-02-13
2024-06-30	$1,022,858	10,626	+0.1%	Shares	Sole	2024-07-31
2024-03-31	$1,053,850	10,616	+22.2%	Shares	Sole	2024-05-09
2023-12-31	$777,046	8,685	+6.3%	Shares	Sole	2024-01-31
2023-09-30	$655,972	8,168	+25.7%	Shares	Sole	2023-10-27
2023-06-30	$578,475	6,499	+6.3%	Shares	Sole	2023-07-24
2023-03-31	$515,937	6,113	+12.5%	Shares	Sole	2023-04-20
2022-12-31	$425,379	5,432	+4.9%	Shares	Sole	2023-01-24
2022-09-30	$330,292	5,177	+0.8%	Shares	Sole	2022-10-28
2022-06-30	$362,961	5,136	-15.8%	Shares	Sole	2022-07-27
2022-03-31	$469,318	6,099	+1.4%	Shares	Sole	2022-05-11
2021-12-31	$523,551	6,013	+42.3%	Shares	Sole	2022-02-10
2021-09-30	$347,715	4,226	+59.5%	Shares	Sole	2021-11-12
2021-06-30	$216,608	2,649	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.