SEC 13F Intelligence

Southport Management, L.L.C. / OTIS

Southport Management, L.L.C.’s Otis Worldwide Corp Position

Does Southport Management, L.L.C. own Otis Worldwide Corp (OTIS)? Not currently — the last reported position was 7.5K shares worth $617M in Q3 2021; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$617M
Q3 2021
Shares
7.5K
% of Portfolio
+2.35%
Quarters Held
4
position exited

Position History OTIS

Reported value by quarter
Q4 ’20: $1.0BQ4 ’20Q1 ’21: $1.0BQ1 ’21Q2 ’21: $1.2BQ2 ’21Q3 ’21: $617MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20217.5K$617M+2.35%
Q2 202115.0K$1.2B+4.15%
Q1 202115.0K$1.0B+3.80%
Q4 202015.0K$1.0B+6.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Southport Management, L.L.C.’s full portfolio or all institutional holders of OTIS.