Position in OTIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$265,636
-$152,137 QoQ
Shares Held
3,710
-31.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#790
of 1,211 holders
Holding Since
Mar 2025
6 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, 2026FORTRESS PRIVATE LEDGER, LLC holds $6,153,862 across 7 Specialty Industrial Machinery names. OTIS ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMR |
NUSCALE POWER Corp
|
148,809 | $1,492,554 | |
| 2 | GEV |
GE Vernova Inc.
|
1,181 | $1,387,509 | |
| 3 | CMI |
Cummins Inc
|
1,862 | $1,327,997 | |
| 4 | ETN |
Eaton Corp plc
|
1,989 | $847,552 | |
| 5 | PH |
Parker-Hannifin Corp
|
562 | $549,703 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,046 | $282,911 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
3,710 | $265,636 |
All Filings in OTIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,636 | 3,710 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $417,773 | 5,420 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $370,975 | 4,247 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $292,758 | 3,202 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $287,356 | 2,902 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $207,741 | 2,013 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||