O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in OTTR — Otter Tail Corp

CIK 1423442 Stamford, CT

Position in OTTR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,194,304

+$176,524 QoQ

Shares Held

13,273

+14.5% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#119

of 358 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $46,223,956 across 9 Conglomerates names. OTTR ranks #6 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	120,445	$19,501,249
2	HON	Honeywell International Inc	54,130	$12,119,707
3	DLX	Deluxe Corp	253,579	$6,055,466
4	VMI	Valmont Industries Inc	6,167	$3,562,059
5	GHC	Graham Holdings Co	2,645	$3,019,055
6	OTTR	Otter Tail Corp This page	13,273	$1,194,304
7	RCMT	Rcm Technologies, Inc.	13,700	$386,751
8	CRESY	Cresud Inc	18,663	$209,212

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,194,304	13,273	+14.5%	Shares	Sole	2026-08-13
2026-03-31	$1,017,780	11,596	+11.1%	Shares	Sole	2026-05-13
2025-12-31	$843,252	10,435	+14.2%	Shares	Sole	2026-02-11
2025-09-30	$748,795	9,135	+10.4%	Shares	Sole	2025-11-13
2025-06-30	$637,842	8,274	+13.1%	Shares	Sole	2025-08-12
2025-03-31	$588,067	7,317	+99.3%	Shares	Sole	2025-05-13
2024-12-31	$271,140	3,672	+7.5%	Shares	Sole	2025-02-12
2024-09-30	$266,994	3,416	-4.5%	Shares	Sole	2024-11-12
2024-06-30	$313,221	3,576	+14.7%	Shares	Sole	2024-08-14
2024-03-31	$269,481	3,119	+28.8%	Shares	Sole	2024-05-13
2023-12-31	$205,797	2,422	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.