CARR β€” Carrier Global Corp

Ownership history in M. Kraus & Co  Β·  23 quarters on record

AI Ownership Summary

M. Kraus & Co reported Carrier Global Corp (CARR) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.54% in 2024 Q3. The latest visible filing shows CARR at 2.08% 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 M. Kraus & Co's position in Carrier Global Corp, 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 2.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.54% in 2024 Q3

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 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 M. Kraus & Co held CARR β€” position size vs. price
% of Fund (quarterly)    CARR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 141,263 -1,872 -1.3% 2.08% $7.5M 2026-02-14 (Est.) $65.40
2025 Q3 REDUCED 143,135 -2,506 -1.7% 2.39% $8.5M 2025-10-14 $57.04
2025 Q2 REDUCED 145,641 -2,420 -1.6% 3.13% $10.7M 2025-07-24 $78.80
2025 Q1 REDUCED 148,061 -143 -0.1% 2.85% $9.4M 2025-04-17 $59.05
2024 Q4 REDUCED 148,204 -1,733 -1.2% 3.04% $10.1M 2025-01-14 $67.43
2024 Q3 REDUCED 149,937 -3,052 -2.0% 3.54% $12.1M 2024-10-11 $79.97
2024 Q2 REDUCED 152,989 -1,630 -1.1% 2.96% $9.7M 2024-07-10 $62.32
2024 Q1 ADDED 154,619 +523 +0.3% 2.73% $9.0M 2024-04-10 $55.41
2023 Q4 ADDED 154,096 +907 +0.6% 2.88% $8.9M 2024-01-10 $55.56
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CARR

As of 2026 Q1 β€” sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.45% NEVILLE RODIE & SHAW INC 3Y 7Y 0.08% Bangor Savings Bank 3Y 7Y 0.01%

FAQ About M. Kraus & Co and CARR

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

How long has M. Kraus & Co reported owning CARR?

M. Kraus & Co reported CARR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CARR position in M. Kraus & Co's portfolio?

The largest reported portfolio weight for CARR was 3.54% in 2024 Q3.

What is the latest reported CARR position on this page?

The most recent filing on this page is 2025 Q4, when M. Kraus & Co reported 141,263 shares, equal to 2.08% of portfolio, with an estimated market value of $7.5M.

What does the chart on this CARR ownership page compare?

The chart compares M. Kraus & Co'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.

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