Position in OTTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,207,675
-$1,532,980 QoQ
Shares Held
135,671
-13.3% QoQ
Ownership
0.323%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026UBS Group AG holds $1,307,083,025 across 27 Conglomerates names. OTTR ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
3,545,022 | $793,730,424 | |
| 2 | MMM |
3M Co
|
2,515,099 | $407,219,676 | |
| 3 | VMI |
Valmont Industries Inc
|
61,486 | $35,514,313 | |
| 4 | GHC |
Graham Holdings Co
|
13,607 | $15,531,300 | |
| 5 | OTTR |
Otter Tail Corp
This page
|
135,671 | $12,207,675 | |
| 6 | SEB |
Seaboard Corp /De/
|
1,820 | $8,125,078 | |
| 7 | TTI |
Tetra Technologies Inc
|
527,704 | $5,978,884 | |
| 8 | DLX |
Deluxe Corp
|
237,842 | $5,679,666 |
All Filings in OTTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,207,675 | 135,671 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $13,740,655 | 156,553 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $7,724,465 | 95,588 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $12,143,608 | 148,147 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,372,335 | 82,661 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,060,226 | 100,289 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $19,369,486 | 262,317 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,223,098 | 79,620 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,649,364 | 53,081 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,196,873 | 60,149 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,430,432 | 63,910 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,102,546 | 40,866 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,262,496 | 53,983 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,361,205 | 46,509 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,676,529 | 45,589 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,170,793 | 35,286 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,235,093 | 33,295 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,671,437 | 42,743 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,856,964 | 54,004 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,018,893 | 36,071 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,710,351 | 35,041 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,438,514 | 52,816 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,078,898 | 48,789 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,771,534 | 48,978 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,248,190 | 57,958 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,808,582 | 63,171 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||