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CARRIER GLOBAL CORP (CARR) — Hedge Fund Ownership Q4 2025

CARR
Q4 2025Q3 2025Q2 2025Q1 2025
  • CARRIER GLOBAL CORP (CARR) is held by 3 of 82 tracked hedge funds, with Causeway Capital Management (1%) and Dodge & Cox (0.4%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
  • The biggest increases in CARR holdings came from Causeway Capital Management (+26%), highlighting conviction.
  • The biggest decreases in CARR holdings came from Dodge & Cox (0%), suggesting profit-taking or de-risking.
  • 1 hedge fund exited CARR.
  • Overall, hedge funds increased exposure to CARRIER GLOBAL CORP (CARR) by +2% vs the prior quarter and -6% vs prior year.
# Fund % of Portfolio † Shares † Shares vs Prior Quarter † Shares vs Prior Year † Aggregate Value † Reported Price * Option
1
Causeway Capital Management
1.34% 1.8M +26.07% $97.7M $52.84
2
Dodge & Cox
0.38% 13.4M -0.05% -6.18% $709.2M $52.84
3
Markel Group
Tom Gayner
0.10% 235K $12.4M $52.84
Mairs & Power
EXITED
3 Total 15.5M +2.46% -6.11% $819.3M
* 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.