Position in OTIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,379,597
+$927,462 QoQ
Shares Held
103,067
+23.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#28
of 424 holders
Holding Since
Dec 2023
11 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, 2026LOUISBOURG INVESTMENTS INC. holds $10,577,170 across 2 Specialty Industrial Machinery names. OTIS ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
This page
|
103,067 | $7,379,597 | |
| 2 | ATS |
ATS Corp /ATS
|
111,104 | $3,197,573 |
All Filings in OTIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,379,597 | 103,067 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,452,135 | 83,707 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,662,795 | 76,277 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,406,347 | 59,131 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,132,989 | 21,541 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,465,551 | 23,891 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,978,708 | 32,164 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,724,482 | 35,833 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $3,410,780 | 35,433 | Shares | Sole | 2025-01-29 | |
| 2024-03-31 | $3,526,368 | 35,523 | Shares | Sole | 2025-01-29 | |
| 2023-12-31 | $3,184,058 | 35,588 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||