Curi Capital, LLC

Position in OTTR — Otter Tail Corp

CIK 1332905 CHICAGO, IL

Position in OTTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$715,070

-$17,984 QoQ

Shares Held

7,947

-4.8% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#153

of 358 holders

Holding Since

Mar 2020

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Curi Capital, LLC holds $7,967,169 across 4 Conglomerates names. OTTR ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	20,694	$3,350,565
2	VMI	Valmont Industries Inc	3,573	$2,063,764
3	HON	Honeywell International Inc	8,208	$1,837,770
4	OTTR	Otter Tail Corp This page	7,947	$715,070

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$715,070	7,947	-4.8%	Shares	Sole	2026-08-14
2026-03-31	$733,054	8,352	+0.0%	Shares	Other	2026-05-15
2025-12-31	$674,762	8,350	+5.4%	Shares	Other	2026-02-17
2020-03-31	$352,123	7,920	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.