Ray Dalio’s CARR Holdings & Trades

First Buy
Q3 2020
Duration Held
21 Quarters
Largest Add
Q3 2021
+345,567 Shares
Current Position
134,658 Shares
$8.04 M Value

Ray Dalio's CARR Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 134,658 shares of Carrier Global Corporation (CARR) worth $8.04 M, representing 0.03% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 21 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in CARR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2021, adding 345,567 shares. Largest reduction occurred in Q4 2024, reducing 420,538 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Carrier Global Corporation (CARR) Holding Value Over Time

Track share changes against reported price movement

Quarterly Carrier Global Corporation (CARR) Trades by Ray Dalio

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2020 +23,956 New Buy 23,956 $30.56
Q4 2020 -23,956 Sold Out 23,956 $0.00
Q1 2021 +313,260 New Buy 313,260 $42.22
Q2 2021 +23,386 Add 7.47% 336,646 $48.60
Q3 2021 +345,567 Add 102.65% 682,213 $51.76
Q4 2021 -173,088 Reduce 25.37% 509,125 $54.24
Q1 2022 -131,570 Reduce 25.84% 377,555 $45.87
Q2 2022 +46,872 Add 12.41% 424,427 $35.66
Q3 2022 -424,427 Sold Out 424,427 $0.00
Q4 2024 +3,889 New Buy 3,889 $68.26
Q1 2025 +589 Add 15.15% 4,478 $63.40
Q2 2025 -1,262 Reduce 28.18% 3,216 $73.19
Q3 2025 +131,442 Add 4087.13% 134,658 $59.70

Ray Dalio's Carrier Global Corporation Investment FAQs

Ray Dalio first purchased Carrier Global Corporation (CARR) in Q3 2020, acquiring 23,956 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Carrier Global Corporation (CARR) for 21 quarters since Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's largest addition to Carrier Global Corporation (CARR) was in Q3 2021, adding 682,213 shares worth $35.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 134,658 shares of Carrier Global Corporation (CARR), valued at approximately $8.04 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Carrier Global Corporation (CARR) represents approximately 0.03% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's peak holding in Carrier Global Corporation (CARR) was 682,213 shares, as reported at the end of Q3 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.