Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CARR — CARRIER GLOBAL CORPORATION

Ownership history in Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD  ·  9 quarters on record

AI Ownership Summary

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD reported CARRIER GLOBAL CORPORATION (CARR) in 9 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.71% in 2024 Q4. The latest visible filing shows CARR at 0.96% 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 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD's position in CARRIER GLOBAL CORPORATION, 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
2025 Q4

CARR was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.71% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 92,933 — 0% 0.96% $4.9M 2026-02-11 $66.60
2025 Q3 ADDED — — — 92,933 +41,021 +79.0% 1.14% $5.5M 2025-11-05 $56.20
2025 Q2 REDUCED 50.0% -19.0% ✅ 51,912 -51,910 -50.0% 0.83% $3.8M 2025-07-31 $67.58
2025 Q1 UNCHANGED — — — 103,822 — 0% 1.64% $6.6M 2025-05-07 $68.73
2024 Q4 ADDED — — — 103,822 +30,711 +42.0% 1.71% $7.1M 2025-02-10 $64.83
2024 Q3 ADDED — — — 73,111 +35,012 +91.9% 1.48% $5.9M 2024-11-04 $70.63
2024 Q2 UNCHANGED — — — 38,099 — 0% 0.66% $2.4M 2024-07-29 $65.79
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD and CARR

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

How long has Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD reported owning CARR?

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD reported CARR across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported CARR position in Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD's portfolio?

The largest reported portfolio weight for CARR was 1.71% in 2024 Q4.

What is the latest reported CARR position on this page?

The most recent filing on this page is 2025 Q4, when Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD reported 92,933 shares, equal to 0.96% of portfolio, with an estimated market value of $4.9M.

What does the chart on this CARR ownership page compare?

The chart compares Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD'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 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD time their CARR position?

Based on 13F filing dates vs. subsequent CARR price moves, Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on CARR relative to SPY over the holding period was -7.2%.

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