Position in OTTR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$473,834
+$11,638 QoQ
Shares Held
5,266
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#180
of 358 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Opus Capital Group, LLC holds $668,912 across 2 Conglomerates names. OTTR ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTTR |
Otter Tail Corp
This page
|
5,266 | $473,834 | |
| 2 | CODI |
Compass Diversified Holdings
|
18,300 | $195,078 |
All Filings in OTTR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,834 | 5,266 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $462,196 | 5,266 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $425,545 | 5,266 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $431,654 | 5,266 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $405,955 | 5,266 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $423,228 | 5,266 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $388,841 | 5,266 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $411,590 | 5,266 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $461,248 | 5,266 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $454,982 | 5,266 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $447,452 | 5,266 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $399,794 | 5,266 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $415,803 | 5,266 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $380,573 | 5,266 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $309,166 | 5,266 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||