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HOTCHKIS & WILEY’s OTTR Holdings & Trades

First Buy
Q4 2017
Duration Held
29 Quarters
Largest Add
Q4 2019
+137,090 Shares
Current Position
80,353 Shares
$7.05 M Value

HOTCHKIS & WILEY's OTTR Position Overview

HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 80,353 shares of Otter Tail Corporation (OTTR) worth $7.05 M, representing 0.02% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 29 quarters.

Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in OTTR, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2019, adding 137,090 shares. Largest reduction occurred in Q1 2025, reducing 53,415 shares.

Analysis based on 13F filings available since 2013 Q2

HOTCHKIS & WILEY's Otter Tail Corporation (OTTR) Holding Value Over Time

Track share changes against reported price movement

Quarterly Otter Tail Corporation (OTTR) Trades by HOTCHKIS & WILEY

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -3,216 Reduce 3.85% 80,353 $87.77
Q4 2025 +226 Add 0.27% 83,569 $80.81
Q3 2025 -27,322 Reduce 24.69% 83,343 $81.97
Q2 2025 -7,580 Reduce 6.41% 110,665 $77.09
Q1 2025 -53,415 Reduce 31.12% 118,245 $80.37
Q4 2024 +36,010 Add 26.55% 171,660 $73.84
Q3 2024 -5,100 Reduce 3.62% 135,650 $78.16
Q2 2024 +3,970 Add 2.90% 140,750 $87.59
Q1 2024 -6,080 Reduce 4.26% 136,780 $86.40
Q4 2023 -2,360 Reduce 1.63% 142,860 $84.97
Q3 2023 +1,790 Add 1.25% 145,220 $75.92
Q2 2023 +3,460 Add 2.47% 143,430 $78.96
Q1 2023 -23,940 Reduce 14.61% 139,970 $72.27
Q4 2022 +31,390 Add 23.69% 163,910 $58.71
Q3 2022 -24,980 Reduce 15.86% 132,520 $61.52
Q2 2022 -8,570 Reduce 5.16% 157,500 $67.13
Q1 2022 +28,865 Add 21.04% 166,070 $62.50
Q4 2021 -36,260 Reduce 20.90% 137,205 $71.42
Q3 2021 -24,350 Reduce 12.31% 173,465 $55.97
Q2 2021 +11,300 Add 6.06% 197,815 $48.81
Q1 2021 +26,975 Add 16.91% 186,515 $46.17
Q4 2020 +29,860 Add 23.03% 159,540 $42.61
Q3 2020 +16,410 Add 14.49% 129,680 $36.17
Q2 2020 +8,430 Add 8.04% 113,270 $38.79
Q1 2020 -32,250 Reduce 23.52% 104,840 $44.46
Q4 2019 +137,090 New Buy 137,090 $51.29
Q2 2018 -8,788 Sold Out 0 $0.00
Q1 2018 +126 Add 1.45% 8,788 $43.35
Q4 2017 +8,662 New Buy 8,662 $44.45

HOTCHKIS & WILEY's Otter Tail Corporation Investment FAQs

HOTCHKIS & WILEY first purchased Otter Tail Corporation (OTTR) in Q4 2017, acquiring 8,662 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY has held Otter Tail Corporation (OTTR) for 29 quarters since Q4 2017.

HOTCHKIS & WILEY's largest addition to Otter Tail Corporation (OTTR) was in Q4 2019, adding 137,090 shares worth $7.03 M.

According to the latest 13F filing for Q1 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 80,353 shares of Otter Tail Corporation (OTTR), valued at approximately $7.05 M.

As of the Q1 2026 filing, Otter Tail Corporation (OTTR) represents approximately 0.02% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.

HOTCHKIS & WILEY's peak holding in Otter Tail Corporation (OTTR) was 197,815 shares, as reported at the end of Q2 2021.