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SUMMITRY LLC: CARR position timeline

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

SUMMITRY LLC held 1,366,130 CARR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,366,130 shares
    Change vs previous 13F -53,682 shares

    3.3% of the 13F portfolio, value $100,205,639.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 1,419,812 shares
    Change vs previous 13F +429,060 shares

    2.82% of the 13F portfolio, value $79,949,631.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 990,752 shares
    Change vs previous 13F -23,891 shares

    2.18% of the 13F portfolio, value $52,351,310.

    13F-HR 0001941040-26-000079 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,014,643 shares
    Change vs previous 13F +23,420 shares

    2.56% of the 13F portfolio, value $60,574,206.

    13F-HR 0001941040-25-000598 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 991,223 shares
    Change vs previous 13F +17,585 shares

    3.28% of the 13F portfolio, value $72,547,596.

    13F-HR 0001941040-25-000465 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 973,638 shares
    Change vs previous 13F +442,594 shares

    3.12% of the 13F portfolio, value $61,728,679.

    13F-HR 0001085146-25-003029 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 531,044 shares
    Change vs previous 13F +16,473 shares

    1.78% of the 13F portfolio, value $36,249,056.

    13F-HR 0001085146-25-001020 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 514,571 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $41,417,852.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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