Position in OTIS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$217,984,481
+$29,112,583 QoQ
Shares Held
3,044,476
+24.2% QoQ
Ownership
0.800%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#28
of 1,216 holders
Holding Since
Mar 2023
12 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, 2026Canoe Financial LP holds $330,224,528 across 4 Specialty Industrial Machinery names. OTIS ranks #1 (66.0% of the industry book) .
All Filings in OTIS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,984,481 | 3,044,476 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $188,871,898 | 2,450,336 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $243,520,444 | 2,787,870 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $220,525,137 | 2,411,956 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $145,667,727 | 1,471,094 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $155,147,680 | 1,503,369 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $95,705,304 | 1,033,423 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $13,435,908 | 129,266 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $98,039,366 | 1,018,485 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $101,105,005 | 1,018,485 | Shares | Sole | 2024-05-08 | |
| 2023-06-30 | $86,241,254 | 968,894 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $81,217,613 | 962,294 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||