Davis Capital Management’s Otter Tail OTTR Stock Holding History

Davis Capital Management’s Portfolio OTTR Stock Details OTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$180	Buy	+2	New	+$177	﹤0.01%	872

Other funds holding OTTR

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Davis Capital Management's OTTR Position: Q2 2026 in Review

Davis Capital Management opened a new position in Otter Tail (OTTR) in Q2 2026: 2 shares worth $180. The stake represents ﹤0.01% of the portfolio and ranks #872 among its holdings.

72 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Davis Capital Management held 2 shares of Otter Tail worth $180 as of Q2 2026.
Otter Tail was a new Davis Capital Management position in Q2 2026.
Otter Tail made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #872 holding.
72 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.