SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. OTIS — OTIS WORLDWIDE CORP

Ownership history in SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.  ·  4 quarters on record

AI Ownership Summary

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported OTIS WORLDWIDE CORP (OTIS) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.22% in 2025 Q1. The latest visible filing shows OTIS at 0.15% 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.

What this OTIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'s position in OTIS WORLDWIDE 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

OTIS was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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.

OTIS stock page SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. fund profile SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. full holdings
How SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. held OTIS — position size vs. price
% of Fund (quarterly)    OTIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 2,540 — 0% 0.15% $230K 2026-02-17 $91.88
2025 Q3 UNCHANGED — — — 2,540 — 0% 0.16% $232K 2025-10-30 $91.09
2025 Q2 UNCHANGED — — — 2,540 — 0% 0.15% $222K 2025-08-12 $86.40
2025 Q1 INITIATED — — — 2,540 — — 0.22% $262K 2025-05-02 $94.98

🏢 Other funds also holding OTIS

As of 2026 Q1 — sorted by position size

BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 11.51% FIFTHDELTA Ltd 3Y 9.86% AdviceOne Advisory Services, LLC 6.54% GFI Investment Counsel Ltd. 3Y 7Y 6.17% Clean Energy Transition LLP 3Y 3.55% COERENTE CAPITAL MANAGEMENT 3Y 3.27% Guinness Asset Management LTD 3Y 7Y 3.12% J. Stern & Co. LLP 2.95% Regents Gate Capital LLP 2.88% SCHARF INVESTMENTS, LLC 3Y 7Y 2.77%

FAQ About SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. and OTIS

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

How long has SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported owning OTIS?

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported OTIS across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported OTIS position in SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for OTIS was 0.22% in 2025 Q1.

What is the latest reported OTIS position on this page?

The most recent filing on this page is 2025 Q4, when SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported 2,540 shares, equal to 0.15% of portfolio, with an estimated market value of $230K.

What does the chart on this OTIS ownership page compare?

The chart compares SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'s quarterly OTIS 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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