Ray Dalio's OTTR Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 15,201 shares of Otter Tail Corporation (OTTR) worth $1.33 M, representing 0.01% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 7 quarters.
Based on 13F filings, Ray Dalio has maintained this position in OTTR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 15,201 shares. Largest reduction occurred in Q4 2025, reducing 6,406 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Otter Tail Corporation (OTTR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Otter Tail Corporation (OTTR) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +15,201 | New Buy | 15,201 | $87.77 |
| Q4 2025 | -6,406 | Sold Out | 0 | $0.00 |
| Q3 2025 | +6,406 | New Buy | 6,406 | $81.97 |
| Q2 2025 | -2,526 | Sold Out | 0 | $0.00 |
| Q1 2025 | +2,526 | New Buy | 2,526 | $80.37 |
| Q3 2024 | -4,310 | Sold Out | 0 | $0.00 |
| Q2 2024 | +4,310 | New Buy | 4,310 | $87.59 |
Ray Dalio's Otter Tail Corporation Investment FAQs
Ray Dalio first purchased Otter Tail Corporation (OTTR) in Q2 2024, acquiring 4,310 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 Otter Tail Corporation (OTTR) for 7 quarters since Q2 2024.
Ray Dalio's largest addition to Otter Tail Corporation (OTTR) was in Q1 2026, adding 15,201 shares worth $1.33 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 15,201 shares of Otter Tail Corporation (OTTR), valued at approximately $1.33 M.
As of the Q1 2026 filing, Otter Tail Corporation (OTTR) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Otter Tail Corporation (OTTR) was 15,201 shares, as reported at the end of Q1 2026.