Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$622,418
-$9,109,009 QoQ
Shares Held
8,693
-93.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#590
of 1,216 holders
Holding Since
Dec 2024
4 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, 2026Sone Capital Management, LLC holds $24,751,968 across 2 Specialty Industrial Machinery names. OTIS ranks #2 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IEX |
Idex Corp /De/
|
106,321 | $24,129,550 | |
| 2 | OTIS |
Otis Worldwide Corp
This page
|
8,693 | $622,418 |
All Filings in OTIS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,418 | 8,693 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,731,427 | 126,251 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,559,852 | 395,648 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $4,619,942 | 49,886 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||