Position in OTIS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,006,060
-$864,175 QoQ
Shares Held
97,850
+8.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#218
of 1,216 holders
Holding Since
Jun 2023
5 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, 2026Edgestream Partners, L.P. holds $78,666,936 across 17 Specialty Industrial Machinery names. OTIS ranks #6 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MIDD |
MIDDLEBY Corp
|
78,694 | $10,889,949 | |
| 2 | WTS |
Watts Water Technologies Inc
|
23,100 | $9,042,495 | |
| 3 | AME |
Ametek Inc/
|
36,994 | $8,950,328 | |
| 4 | DCI |
DONALDSON Co INC
|
98,972 | $8,884,716 | |
| 5 | XYL |
Xylem Inc.
|
70,459 | $8,328,958 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
97,850 | $7,006,060 | |
| 7 | FELE |
Franklin Electric Co Inc
|
55,663 | $5,966,516 | |
| 8 | MWA |
Mueller Water Products, Inc.
|
202,070 | $5,219,468 |
All Filings in OTIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,006,060 | 97,850 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $7,870,235 | 90,100 | Shares | Sole | 2026-02-13 | |
| 2023-12-31 | $3,089,041 | 34,526 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $589,073 | 7,335 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,958,274 | 44,470 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||