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Equibles

MARTINGALE ASSET MANAGEMENT L P

Position in OTTR — Otter Tail Corp

CIK 936944 BOSTON, MA
Back to OTTR Full portfolio

Position in OTTR

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,943,823
+$456,634 QoQ
Shares Held
43,830
+10.3% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#65
of 362 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 68% Shared 0% None 32%

Common Shares in OTTR Over Time

Shares Held

Position Value (USD)

Position in Conglomerates

Industrials · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $18,896,159 across 5 Conglomerates names. OTTR ranks #2 (20.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VMI
Valmont Industries Inc
 13,493 $7,793,556
2 OTTR
Otter Tail Corp
This page 		43,830 $3,943,823
3 GHC
Graham Holdings Co
 2,851 $3,254,188
4 HON
Honeywell International Inc
 12,816 $2,869,502
5 MMM
3M Co
 6,393 $1,035,090

All Filings in OTTR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,943,823 43,830
2026-03-31 $3,487,189 39,731
2025-12-31 $2,686,205 33,241
2025-09-30 $2,662,713 32,484
2025-06-30 $2,548,748 33,062
2025-03-31 $2,673,346 33,263
2024-12-31 $2,790,191 37,787
2024-09-30 $2,515,813 32,188
2024-06-30 $2,632,691 30,057
2024-03-31 $2,596,924 30,057
2023-12-31 $2,970,721 34,962
2023-09-30 $2,986,237 39,334
2023-06-30 $4,183,932 52,988
2023-03-31 $4,267,687 59,052
2022-12-31 $3,435,473 58,516
2022-09-30 $3,408,761 55,409
2022-06-30 $3,849,704 57,347
2022-03-31 $2,757,875 44,126
2021-12-31 $2,372,143 33,214
2021-09-30 $1,959,733 35,014
2021-06-30 $644,975 13,214
2021-03-31 $526,522 11,404
2020-12-31 $485,924 11,404
2020-09-30 $1,382,489 38,222
2020-06-30 $3,685,903 95,022
2020-03-31 $4,224,678 95,022