Position in OTIS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$15,027,766
-$2,539,845 QoQ
Shares Held
209,885
-7.9% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
#147
of 1,211 holders
Holding Since
Jun 2025
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, 2026COERENTE CAPITAL MANAGEMENT holds $44,688,221 across 3 Specialty Industrial Machinery names. OTIS ranks #2 (33.6% of the industry book) .
All Filings in OTIS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,027,766 | 209,885 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $17,567,611 | 227,914 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $15,728,765 | 180,066 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,814,220 | 162,028 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,791,100 | 108,979 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||