Position in OTTR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$29,533,111
+$3,260,167 QoQ
Shares Held
336,483
+3.5% QoQ
Ownership
0.801%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.16850182624383.ToString("F0")%
Shared 0.ToString("F0")%
None 5.831498173756177.ToString("F0")%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Derivatives in OTTR
reported options exposure · as of Dec 31, 2023CallValue
$467,335
CallShares
5,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Conglomerates
Industrials · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $3,152,297,324 across 19 Conglomerates names. OTTR ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
9,124,527 | $2,162,996,496 | |
| 2 | MMM |
3M Co
|
5,462,282 | $793,287,212 | |
| 3 | VMI |
Valmont Industries Inc
|
273,727 | $109,373,094 | |
| 4 | OTTR |
Otter Tail Corp
This page
|
336,483 | $29,533,111 | |
| 5 | GHC |
Graham Holdings Co
|
13,290 | $14,050,983 | |
| 6 | CODI |
Compass Diversified Holdings
|
1,306,527 | $10,269,300 | |
| 7 | TTI |
Tetra Technologies Inc
|
1,131,254 | $9,638,283 | |
| 8 | DLX |
Deluxe Corp
|
332,948 | $9,169,387 |
All Filings in OTTR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,533,111 | 336,483 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $26,272,944 | 325,120 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $30,921,294 | 377,227 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $31,541,910 | 409,157 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,988,155 | 310,914 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $16,697,141 | 226,126 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,060,200 | 179,890 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,876,965 | 89,930 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,816,493 | 136,765 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $467,335 | 5,500 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $13,674,645 | 160,935 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $417,560 | 5,500 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $9,176,598 | 120,872 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,008,459 | 76,095 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,185,008 | 99,419 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,028,501 | 68,617 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,813,991 | 61,996 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,693,861 | 69,922 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,836,311 | 77,381 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,087,049 | 127,234 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $6,333,338 | 113,156 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,432,354 | 111,296 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $5,976,750 | 129,451 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,522,934 | 129,616 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,029,553 | 111,406 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,707,158 | 95,570 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,871,623 | 64,589 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||