OTIS — OTIS WORLDWIDE CORP COM

Ownership history in Cheviot Value Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Cheviot Value Management, LLC reported a position in OTIS WORLDWIDE CORP COM (OTIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 50 — 0% 0.00% $5K $90.59
2025 Q2 REDUCED 50 -272 -84.5% 0.00% $4K $97.64
2025 Q1 INITIATED 322 — — 0.00% $31K $101.32
% of Fund (quarterly)    OTIS price (monthly, adj. close)

Other funds also holding OTIS

As of 2025 Q4 — sorted by position size

FIFTHDELTA Ltd 3Y 13.97% BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 13.85% AdviceOne Advisory Services, LLC 7.25% GFI Investment Counsel Ltd. 3Y 7Y 5.14% Clean Energy Transition LLP 3Y 4.34% Canoe Financial LP 3.31% J. Stern & Co. LLP 3.29% Guinness Asset Management LTD 3Y 7Y 3.02% COERENTE CAPITAL MANAGEMENT 3Y 2.87% Sone Capital Management, LLC 2.8%
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