Position in OTIS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$13,835,697
-$4,779,123 QoQ
Shares Held
193,236
-20.0% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#152
of 1,209 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Derivatives in OTIS
reported options exposure · as of Jun 30, 2024CallValue
$8,692,278
CallShares
90,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Jefferies Financial Group Inc. holds $167,968,439 across 23 Specialty Industrial Machinery names. OTIS ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
40,030 | $39,154,143 | |
| 2 | AME |
Ametek Inc/
|
125,512 | $30,366,373 | |
| 3 | GEV |
GE Vernova Inc.
|
12,236 | $14,375,586 | |
| 4 | OTIS |
Otis Worldwide Corp
This page
|
193,236 | $13,835,697 | |
| 5 | IEX |
Idex Corp /De/
|
43,616 | $9,898,651 | |
| 6 | CR |
Crane Co
|
42,350 | $9,447,014 | |
| 7 | WTS |
Watts Water Technologies Inc
|
22,337 | $8,743,818 | |
| 8 | ITW |
Illinois Tool Works Inc
|
31,604 | $8,547,933 |
All Filings in OTIS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,835,697 | 193,236 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $18,614,820 | 241,500 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $360,842 | 4,131 | Shares | Defined | 2026-02-09 | |
| 2024-09-30 | $2,444,980 | 23,523 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,355,912 | 34,863 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $8,692,278 | 90,300 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $956,863 | 9,639 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,733,249 | 86,434 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $4,849,274 | 54,200 | Call | Defined | 2024-05-06 | |
| 2023-09-30 | $6,975,565 | 86,858 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,445,522 | 16,240 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,979,855 | 23,458 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||