Position in OTTR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,059
+$2,796 QoQ
Shares Held
34
+1033.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#330
of 361 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026SJS Investment Consulting Inc. holds $76,454 across 13 Conglomerates names. OTTR ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
118 | $26,420 | |
| 2 | VMI |
Valmont Industries Inc
|
38 | $21,948 | |
| 3 | MMM |
3M Co
|
74 | $11,981 | |
| 4 | CODI |
Compass Diversified Holdings
|
300 | $3,198 | |
| 5 | OTTR |
Otter Tail Corp
This page
|
34 | $3,059 | |
| 6 | BBUC |
Brookfield Business Corp
|
81 | $2,417 | |
| 7 | TRC |
Tejon Ranch Co
|
123 | $2,300 | |
| 8 | DLX |
Deluxe Corp
|
87 | $2,077 |
All Filings in OTTR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,059 | 34 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $263 | 3 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $242 | 3 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $245 | 3 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $231 | 3 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $482 | 6 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $443 | 6 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $625 | 8 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $788 | 9 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $777 | 9 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $764 | 9 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $683 | 9 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $631 | 8 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 | $578 | 8 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $352 | 6 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $307 | 5 | Shares | Defined | 2022-10-13 | |
| 2022-03-31 | $62 | 1 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||