&PARTNERS

Position in OTTR — Otter Tail Corp

CIK 107136 NASHVILLE, TN

Position in OTTR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$241,718

+$14,804 QoQ

Shares Held

2,754

-1.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

&PARTNERS holds $47,469,191 across 5 Conglomerates names. OTTR ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	153,757	$22,330,129
2	HON	Honeywell International Inc	87,654	$20,778,643
3	TTI	Tetra Technologies Inc	371,236	$3,162,930
4	VMI	Valmont Industries Inc	2,392	$955,771
5	OTTR	Otter Tail Corp This page	2,754	$241,718

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$241,718	2,754	-1.9%	Shares	Sole	2026-05-15
2025-12-31	$226,914	2,808	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$229,925	2,805	+5.8%	Shares	Sole	2025-11-14
2025-06-30	$204,442	2,652	-1.7%	Shares	Sole	2025-08-14
2025-03-31	$216,918	2,699	+1.7%	Shares	Sole	2025-05-15
2024-09-30	$207,514	2,655	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.