Applied Finance Capital Management, LLC
Position in OTIS — Otis Worldwide Corp
CIK 1966007
SAN JUAN, PR
Position in OTIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$861,204
-$169,818 QoQ
Shares Held
12,028
-10.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#522
of 1,211 holders
Holding Since
Jun 2024
9 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, 2026Applied Finance Capital Management, LLC holds $25,283,123 across 6 Specialty Industrial Machinery names. OTIS ranks #3 (3.4% of the industry book) .
All Filings in OTIS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,204 | 12,028 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,031,022 | 13,376 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,131,007 | 12,948 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $752,834 | 8,234 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $943,660 | 9,530 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,031,484 | 9,995 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $897,761 | 9,694 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,007,594 | 9,694 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $922,459 | 9,583 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||