CWM, LLC

Position in OTTR — Otter Tail Corp

CIK 1535847 OMAHA, NE

Position in OTTR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$737,882

+$55,604 QoQ

Shares Held

8,407

-0.4% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.39253003449506363.ToString("F0")% Shared 0.ToString("F0")% None 99.60746996550493.ToString("F0")%

Industrials · as of Mar 31, 2026

CWM, LLC holds $61,019,454 across 19 Conglomerates names. OTTR ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMI	Valmont Industries Inc	55,926	$22,346,351
2	HON	Honeywell International Inc	80,374	$18,166,935
3	MMM	3M Co	116,373	$16,900,850
4	DLX	Deluxe Corp	34,601	$952,911
5	OTTR	Otter Tail Corp This page	8,407	$737,882
6	GHC	Graham Holdings Co	624	$659,730
7	TTI	Tetra Technologies Inc	72,207	$615,203
8	CODI	Compass Diversified Holdings	34,732	$272,993

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$737,882	8,407	-0.4%	Shares	Sole	2026-05-14
2025-12-31	$682,278	8,443	-14.0%	Shares	Sole	2026-01-26
2025-09-30	$804,617	9,816	-5.8%	Shares	Sole	2025-10-15
2025-06-30	$803,123	10,418	-2.7%	Shares	Sole	2025-07-25
2025-03-31	$860,521	10,707	-10.6%	Shares	Sole	2025-05-01
2024-12-31	$884,750	11,982	+2.8%	Shares	Sole	2025-02-04
2024-09-30	$911,189	11,658	-4.8%	Shares	Sole	2024-10-08
2024-06-30	$1,072,451	12,244	-9.8%	Shares	Sole	2024-07-10
2024-03-31	$1,173,312	13,580	-10.5%	Shares	Sole	2024-04-05
2023-12-31	$1,289,929	15,181	-8.6%	Shares	Sole	2024-02-01
2023-09-30	$1,260,879	16,608	-18.2%	Shares	Sole	2023-10-11
2023-06-30	$1,603,203	20,304	-10.1%	Shares	Sole	2023-08-03
2023-03-31	$1,632,434	22,588	-2.1%	Shares	Sole	2023-05-01
2022-12-31	$1,354,615	23,073	+0.3%	Shares	Sole	2023-02-01
2022-09-30	$1,415,821	23,014	-7.8%	Shares	Sole	2022-10-27
2022-06-30	$1,675,631	24,961	-11.0%	Shares	Sole	2022-07-28
2022-03-31	$1,752,187	28,035	-16.9%	Shares	Sole	2022-04-21
2021-12-31	$2,410,067	33,745	-15.7%	Shares	Sole	2022-01-31
2021-06-30	$1,953,620	40,025	0.0%	Shares	Sole	2021-09-15
2021-03-31	$1,847,954	40,025	0.0%	Shares	Sole	2021-09-15
2020-12-31	$1,705,465	40,025	0.0%	Shares	Sole	2021-09-15
2020-09-30	$1,447,704	40,025	0.0%	Shares	Sole	2021-09-15
2020-06-30	$1,552,569	40,025	0.0%	Shares	Sole	2021-09-15
2020-03-31	$1,779,511	40,025	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.