Otter Tail Corporation
US ˙ NasdaqGS ˙ US6896481032

SecurityOTTR / Otter Tail Corporation
InstitutionEngineers Gate Manager LP
Latest Disclosed Ownership11,967 shares
Latest Disclosed Value $ 1,050,343
Engineers Gate Manager LP reports 78.19% increase in ownership of OTTR / Otter Tail Corporation

On May 15, 2026 - Engineers Gate Manager LP filed a 13F-HR form disclosing ownership of 11,967 shares of Otter Tail Corporation (US:OTTR) valued at $1,050,344 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,716 shares of Otter Tail Corporation. This represents a change in shares of 78.19% during the quarter. The current value of the position is $1,026,410 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F OTTER TAIL COM 689648103 11,967 5,251 78.19 1,050 93.73 0.0131
2026-02-17 2025-12-31 13F OTTER TAIL COM 689648103 6,716 6,716 543 0.0064
2025-11-14 2025-09-30 13F OTTER TAIL COM 689648103 0 -3,638 -100.00 0 -100.00
2025-08-14 2025-06-30 13F OTTER TAIL COM 689648103 3,638 -2,996 -45.16 280 -47.47 0.0035
2025-05-15 2025-03-31 13F OTTER TAIL COM 689648103 6,634 6,634 533 0.0090
2025-02-14 2024-12-31 13F OTTER TAIL COM 689648103 0 -9,693 -100.00 0 -100.00
2024-11-14 2024-09-30 13F OTTER TAIL COM 689648103 9,693 9,693 758 0.0148
2023-05-15 2023-03-31 13F OTTER TAIL COM 689648103 0 -8,696 -100.00 0 -100.00
2023-02-14 2022-12-31 13F OTTER TAIL COM 689648103 8,696 8,696 511 0.0307
2022-11-14 2022-09-30 13F OTTER TAIL COM 689648103 0 -4,690 -100.00 0 -100.00
2022-08-15 2022-06-30 13F OTTER TAIL COM 689648103 4,690 4,690 315 0.0115
2022-05-16 2022-03-31 13F OTTER TAIL COM 689648103 0 -19,751 -100.00 0 -100.00
2022-02-14 2021-12-31 13F OTTER TAIL COM 689648103 19,751 19,751 1,411 0.0635
2020-11-16 2020-09-30 13F OTTER TAIL COM 689648103 0 -5,378 -100.00 0 -100.00
2020-08-17 2020-06-30 13F OTTER TAIL COM 689648103 5,378 5,378 209 0.0106
2019-05-15 2019-03-31 13F OTTER TAIL COM 689648103 0 -12,365 -100.00 0 -100.00
2019-02-14 2018-12-31 13F OTTER TAIL COM 689648103 12,365 12,365 614 0.0491
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.