OTIS
Otis Worldwide Corp
5 super-investors hold OTIS worth a combined $160M. The largest position: Terry Smith at 1.7% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 27 — ranked #485 of 724 scored stocks.
Why super-investors own OTIS
Terry Smith is the dominant voice here, holding OTIS at 1.7% of his portfolio — the highest concentration in the cohort and a $75M position that dwarfs the next-largest holder, Greenblatt's $61M stake (a rounding error in his diversified book). Cohort ownership has been locked at just one tracked owner for eight consecutive quarters, suggesting this remains a narrow, specialist holding rather than a broad institutional favorite. The sole activity in 2026Q1 was Smith trimming his position, a modest reduction that nonetheless marks the only directional move the cohort has made in recent memory. With no new entrants and the highest-conviction holder pulling back slightly, interest appears stable but faintly fading at the margin.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Terry Smith | 1.7% | 18q | $75M | 966,787 |
| 2 | Joel Greenblatt | <0.1% | 23q | $61M | 786,128 |
| 3 | First Eagle Investment Management | <0.1% | 15q | $15M | 196,033 |
| 4 | Thomas Gayner | 0.1% | 24q | $9M | 114,620 |
| 5 | Dodge & Cox Funds | 0.0% | 24q | $463K | 6,010 |
Owners of OTIS also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Terry Smith | TRIM | 1.7% | -23% | $75M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 68902V107. Not investment advice.