Position in OTTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$794,973
+$24,354 QoQ
Shares Held
8,835
+0.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#145
of 360 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $135,605,211 across 7 Conglomerates names. OTTR ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
669,714 | $108,433,390 | |
| 2 | BBUC |
Brookfield Business Corp
|
755,051 | $22,538,269 | |
| 3 | VMI |
Valmont Industries Inc
|
4,635 | $2,677,173 | |
| 4 | OTTR |
Otter Tail Corp
This page
|
8,835 | $794,973 | |
| 5 | GHC |
Graham Holdings Co
|
563 | $642,618 | |
| 6 | SEB |
Seaboard Corp /De/
|
76 | $339,288 | |
| 7 | NNBR |
Nn Inc
|
50,000 | $179,500 |
All Filings in OTTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,973 | 8,835 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $770,619 | 8,780 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $681,308 | 8,431 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $698,629 | 8,523 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $929,704 | 12,060 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $976,494 | 12,150 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $795,256 | 10,770 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $878,595 | 11,241 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $958,407 | 10,942 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $937,699 | 10,853 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $826,416 | 9,726 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $713,874 | 9,403 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,249,697 | 15,827 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $789,621 | 10,926 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $337,875 | 5,755 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $354,047 | 5,755 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $388,748 | 5,791 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $386,999 | 6,192 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $430,305 | 6,025 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $337,273 | 6,026 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | $191,651 | 4,151 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $413,230 | 9,698 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $191,411 | 5,292 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $264,081 | 6,808 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $153,964 | 3,463 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||