Chuck Royce's OTTR Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 31,535 shares of Otter Tail Corporation (OTTR) worth $2.77 M, representing 0.03% of the portfolio. First purchased in 2018-Q1, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in OTTR, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 8,693 shares. Largest reduction occurred in Q4 2019, reducing 1,143 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Otter Tail Corporation (OTTR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Otter Tail Corporation (OTTR) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -193 | Reduce 0.61% | 31,535 | $87.77 |
| Q4 2025 | -212 | Reduce 0.66% | 31,728 | $80.81 |
| Q3 2025 | +180 | Add 0.57% | 31,940 | $81.97 |
| Q2 2025 | +1,389 | Add 4.57% | 31,760 | $77.09 |
| Q1 2025 | +1,816 | Add 6.36% | 30,371 | $80.37 |
| Q4 2024 | +2,751 | Add 10.66% | 28,555 | $73.84 |
| Q3 2024 | +2,698 | Add 11.68% | 25,804 | $78.16 |
| Q2 2024 | -149 | Reduce 0.64% | 23,106 | $87.59 |
| Q1 2024 | -1,133 | Reduce 4.65% | 23,255 | $86.40 |
| Q4 2023 | +8,693 | Add 55.39% | 24,388 | $84.97 |
| Q3 2023 | +7,658 | Add 95.28% | 15,695 | $75.92 |
| Q2 2023 | +8,037 | New Buy | 8,037 | $78.96 |
| Q4 2019 | -1,143 | Sold Out | 0 | $0.00 |
| Q3 2019 | +404 | Add 54.67% | 1,143 | $53.37 |
| Q2 2019 | -58 | Reduce 7.28% | 739 | $52.77 |
| Q1 2019 | +190 | Add 31.30% | 797 | $50.19 |
| Q4 2018 | -128 | Reduce 17.41% | 607 | $49.42 |
| Q3 2018 | +257 | Add 53.77% | 735 | $47.62 |
| Q2 2018 | +180 | Add 60.40% | 478 | $48.12 |
| Q1 2018 | +298 | New Buy | 298 | $43.62 |
Chuck Royce's Otter Tail Corporation Investment FAQs
Chuck Royce first purchased Otter Tail Corporation (OTTR) in Q1 2018, acquiring 298 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Otter Tail Corporation (OTTR) for 20 quarters since Q1 2018.
Chuck Royce's largest addition to Otter Tail Corporation (OTTR) was in Q4 2023, adding 24,388 shares worth $2.07 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 31,535 shares of Otter Tail Corporation (OTTR), valued at approximately $2.77 M.
As of the Q1 2026 filing, Otter Tail Corporation (OTTR) represents approximately 0.03% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Otter Tail Corporation (OTTR) was 31,940 shares, as reported at the end of Q3 2025.