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CARRIER GLOBAL CORP (CARR) — Hedge Fund Ownership Q1 2026

CARR
Q1 2026Q4 2025Q3 2025Q2 2025
  • CARRIER GLOBAL CORP (CARR) is held by 3 of 84 tracked hedge funds, with Causeway Capital Management (1%) and Dodge & Cox (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
  • The biggest increases in CARR holdings came from Dodge & Cox (+98%) and Causeway Capital Management (+14%), highlighting conviction.
  • Overall, hedge funds increased exposure to CARRIER GLOBAL CORP (CARR) by +87% vs the prior quarter and +85% vs prior year.
# Fund % of Portfolio † Shares † Shares vs Prior Quarter † Shares vs Prior Year † Aggregate Value † Reported Price * Option
1
Causeway Capital Management
1.45% 2.1M +13.74% $118.4M $56.31
2
Dodge & Cox
0.82% 26.6M +98.36% +86.32% $1.50B $56.31
3
Markel Group
Tom Gayner
0.11% 235K $13.2M $56.31
3 Total 29.0M +86.78% +84.92% $1.63B
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.