CARR CARRIER GLOBAL CORP

Ownership history in OAKMONT Corp  ·  16 quarters on record

AI Ownership Summary

OAKMONT Corp reported CARRIER GLOBAL CORP (CARR) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.02% in 2023 Q3. The latest visible filing shows CARR at 0.01% 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 OAKMONT Corp'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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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 OAKMONT Corp held CARR — position size vs. price
% of Fund (quarterly)    CARR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 1,413 0% 0.01% $75K 2026-02-14 (Est.) $65.40
2025 Q3 UNCHANGED 1,413 0% 0.02% $84K 2025-11-07 $57.26
2025 Q2 UNCHANGED 1,413 0% 0.02% $103K 2025-07-17 $76.08
2025 Q1 UNCHANGED 1,413 0% 0.02% $90K 2025-05-15 $72.67
2024 Q4 UNCHANGED 1,413 0% 0.02% $96K 2025-02-12 $62.70
2024 Q3 UNCHANGED 1,413 0% 0.02% $103K 2024-11-14 $73.66
2024 Q2 UNCHANGED 1,413 0% 0.02% $89K 2024-08-01 $64.73
2024 Q1 UNCHANGED 1,413 0% 0.02% $82K 2024-05-09 $63.74
2023 Q4 REDUCED 1,413 -33 -2.3% 0.02% $81K 2024-02-14 $53.57
2023 Q3 UNCHANGED 1,446 0% 0.02% $80K 2023-11-01 $48.21
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OAKMONT Corp and CARR

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

How long has OAKMONT Corp reported owning CARR?

OAKMONT Corp reported CARR across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CARR position in OAKMONT Corp's portfolio?

The largest reported portfolio weight for CARR was 0.02% in 2023 Q3.

What is the latest reported CARR position on this page?

The most recent filing on this page is 2025 Q4, when OAKMONT Corp reported 1,413 shares, equal to 0.01% of portfolio, with an estimated market value of $75K.

What does the chart on this CARR ownership page compare?

The chart compares OAKMONT Corp'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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