Byrne Asset Management LLC CARR CARRIER GLOBAL CORPORATION COM

Ownership history in Byrne Asset Management LLC  ·  9 quarters on record

AI Ownership Summary

Byrne Asset Management LLC reported CARRIER GLOBAL CORPORATION COM (CARR) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows CARR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CARR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Byrne Asset Management LLC's position in CARRIER GLOBAL CORPORATION COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CARR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Byrne Asset Management LLC held CARR — position size vs. price
% of Fund (quarterly)    CARR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 80 -50 -38.5% 0.00% $5K 2026-05-15 (Est.) $64.67
2025 Q3 ADDED 130 +63 +94.0% 0.00% $8K 2025-10-22 $56.08
2024 Q4 UNCHANGED 67 0% 0.00% $5K 2025-01-28 $66.11
2024 Q2 REDUCED 47.2% +27.6% 67 -60 -47.2% 0.00% $4K 2024-07-23 $66.66
2024 Q1 ADDED 127 +60 +89.6% 0.01% $7K 2024-04-22 $52.04
2023 Q4 UNCHANGED 67 0% 0.00% $4K 2024-01-29 $54.65
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Byrne Asset Management LLC and CARR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Byrne Asset Management LLC reported owning CARR?

Byrne Asset Management LLC reported CARR across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CARR position in Byrne Asset Management LLC's portfolio?

The largest reported portfolio weight for CARR was 0.01% in 2024 Q1.

What is the latest reported CARR position on this page?

The most recent filing on this page is 2026 Q1, when Byrne Asset Management LLC reported 80 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this CARR ownership page compare?

The chart compares Byrne Asset Management LLC's quarterly CARR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Byrne Asset Management LLC time their CARR position?

Based on 13F filing dates vs. subsequent CARR price moves, Byrne Asset Management LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on CARR relative to SPY over the holding period was +2.9%.

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