Gates Capital Management’s Carrier Global CARR Stock Holding History

Gates Capital Management’s Portfolio CARR Stock Details CARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,250,000	Closed	-$91.5M	–	35
2025 Q2	$91.5M	Buy	+1,250,000	New	+$84.8M	1.58%	21
2025 Q1	–	Sell	-793,000	Closed	-$54.1M	–	34
2024 Q4	$54.1M	Sell	793,000 -607,000	-43%	-$45.8M	1.02%	31
2024 Q3	$113M	Buy	+1,400,000	New	+$97.5M	1.97%	20
2024 Q1	–	Sell	-700,000	Closed	-$40.2M	–	36
2023 Q4	$40.2M	Sell	700,000 -775,000	-53%	-$41M	0.93%	34
2023 Q3	$81.4M	Buy	1,475,000 +475,000	+48%	+$26.1M	2.04%	25
2023 Q2	$49.7M	Buy	+1,000,000	New	+$44M	1.17%	30

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Capital Management's CARR Position: Q1 2026 in Review

Gates Capital Management reduced its Carrier Global (CARR) stake by 23% in Q1 2026, selling an estimated $43M and leaving 2,494,791 shares worth $140M. The position accounts for 3.84% of the portfolio, ranked #7.

Gates Capital Management first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $236M in Q3 2024. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Gates Capital Management held 2,494,791 shares of Carrier Global worth $140M as of Q1 2026.
Gates Capital Management sold 725,689 Carrier Global shares in Q1 2026, an estimated $43M.
Carrier Global made up 3.84% of Gates Capital Management's portfolio in Q1 2026, its #7 holding.
Gates Capital Management first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
Gates Capital Management's Carrier Global position peaked at $236M in Q3 2024.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Gates Capital Management's 13F filing for Q1 2026, filed 15 May 2026.