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Gates Capital Management’s Otis Worldwide OTIS Stock Holding History

Gates Capital Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,000,000
Closed -$84.4M – 35
2023
Q1 		$84.4M Sell
1,000,000
-750,000
-43% -$62.1M 2.24% 20
2022
Q4 		$137M Sell
1,750,000
-50,000
-3% -$3.69M 4.31% 8
2022
Q3 		$115M Sell
1,800,000
-400,000
-18% -$29.3M 4.21% 12
2022
Q2 		$155M Buy
+2,200,000
New +$162M 5.44% 9

Other funds holding OTIS

BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Gates Capital Management reduced its Otis Worldwide (OTIS) stake by 2.7% in Q1 2026, selling an estimated $1.79M and leaving 737,558 shares worth $56.9M. The position accounts for 1.55% of the portfolio, ranked #30.

Gates Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $230M in Q2 2021. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Gates Capital Management held 737,558 shares of Otis Worldwide worth $56.9M as of Q1 2026.
  • Gates Capital Management sold 20,413 Otis Worldwide shares in Q1 2026, an estimated $1.79M.
  • Otis Worldwide made up 1.55% of Gates Capital Management's portfolio in Q1 2026, its #30 holding.
  • Gates Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Gates Capital Management's Otis Worldwide position peaked at $230M in Q2 2021.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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