MARTINGALE ASSET MANAGEMENT L P

Position in OTTR — Otter Tail Corp

CIK 936944 BOSTON, MA

Position in OTTR

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$3,487,189

+$800,984 QoQ

Shares Held

39,731

+19.5% QoQ

Ownership

0.095%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 65.01472401902795.ToString("F0")% Shared 0.ToString("F0")% None 34.985275980972034.ToString("F0")%

Industrials · as of Mar 31, 2026

MARTINGALE ASSET MANAGEMENT L P holds $24,998,770 across 5 Conglomerates names. OTTR ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMI	Valmont Industries Inc	29,379	$11,738,967
2	HON	Honeywell International Inc	25,432	$6,028,731
3	OTTR	Otter Tail Corp This page	39,731	$3,487,189
4	GHC	Graham Holdings Co	2,851	$3,014,248
5	MMM	3M Co	5,024	$729,635

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,487,189	39,731	+19.5%	Shares	Sole	2026-05-13
2025-12-31	$2,686,205	33,241	+2.3%	Shares	Sole	2026-02-13
2025-09-30	$2,662,713	32,484	-1.7%	Shares	Sole	2025-11-13
2025-06-30	$2,548,748	33,062	-0.6%	Shares	Sole	2025-08-11
2025-03-31	$2,673,346	33,263	-12.0%	Shares	Sole	2025-05-14
2024-12-31	$2,790,191	37,787	+17.4%	Shares	Sole	2025-02-13
2024-09-30	$2,515,813	32,188	+7.1%	Shares	Sole	2024-11-14
2024-06-30	$2,632,691	30,057	0.0%	Shares	Sole	2024-08-12
2024-03-31	$2,596,924	30,057	-14.0%	Shares	Sole	2024-05-14
2023-12-31	$2,970,721	34,962	-11.1%	Shares	Sole	2024-02-12
2023-09-30	$2,986,237	39,334	-25.8%	Shares	Sole	2023-11-14
2023-06-30	$4,183,932	52,988	-10.3%	Shares	Sole	2023-08-11
2023-03-31	$4,267,687	59,052	+0.9%	Shares	Sole	2023-05-12
2022-12-31	$3,435,473	58,516	+5.6%	Shares	Sole	2023-02-13
2022-09-30	$3,408,761	55,409	-3.4%	Shares	Sole	2022-11-14
2022-06-30	$3,849,704	57,347	+30.0%	Shares	Sole	2022-08-11
2022-03-31	$2,757,875	44,126	+32.9%	Shares	Sole	2022-05-12
2021-12-31	$2,372,143	33,214	-5.1%	Shares	Sole	2022-02-11
2021-09-30	$1,959,733	35,014	+165.0%	Shares	Sole	2021-11-12
2021-06-30	$644,975	13,214	+15.9%	Shares	Sole	2021-08-13
2021-03-31	$526,522	11,404	0.0%	Shares	Sole	2021-05-13
2020-12-31	$485,924	11,404	-70.2%	Shares	Sole	2021-02-10
2020-09-30	$1,382,489	38,222	-59.8%	Shares	Sole	2020-11-12
2020-06-30	$3,685,903	95,022	0.0%	Shares	Sole	2020-08-10
2020-03-31	$4,224,678	95,022	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.