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Disclosery

SaddleRock Capital Management LLC: JCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SaddleRock Capital Management LLC on JCI, newest first. How the timeline and the estimate are built.

SaddleRock Capital Management LLC held 78,126 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,126 shares
    Change vs previous 13F +7,526 shares

    11.02% of the 13F portfolio, value $11,414,990.

    13F-HR 0002018754-26-000006 filed by SaddleRock Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 70,600 shares
    Change vs previous 13F -13,686 shares

    9.86% of the 13F portfolio, value $9,245,070.

    13F-HR 0002018754-26-000005 filed by SaddleRock Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 84,286 shares
    Change vs previous 13F not available

    10.11% of the 13F portfolio, value $10,093,249.

    13F-HR 0002018754-26-000003 filed by SaddleRock Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).