Fund HoldingsOtter Creek Advisors, LLC

Total Portfolio Value
$166.66M
Total Bought
$70.93M
Total Sold
$50.32M
Net Transaction
+$20.61M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR(Put)0250,000+250,000019,723+19,723
SBA COMMUNICATIONS CORP NEW(SBAC)021,854+21,85404,8082.88%+4,808
CENTERPOINT ENERGY INC(CNP)0118,116+118,11604,2792.57%+4,279
AMEREN CORP(AEE)039,722+39,72203,9882.39%+3,988
QUANTA SVCS INC8,07525,015+16,9402,5526,3583.82%+3,806
BROOKFIELD CORP(BN)069,162+69,16203,6252.17%+3,625
LPL FINL HLDGS INC(LPLA)010,845+10,84503,5482.13%+3,548
GUIDEWIRE SOFTWARE INC(GWRE)018,838+18,83803,5292.12%+3,529
BLACKSTONE INC(BX)(Put)025,000+25,00003,495+3,495
SS&C TECHNOLOGIES HLDGS INC(SSNC)039,792+39,79203,3241.99%+3,324
REVVITY INC(RVTY)022,940+22,94002,4271.46%+2,427
NEXTRACKER INC055,534+55,53402,3401.40%+2,340
UBER TECHNOLOGIES INC(UBER)029,800+29,80002,1711.30%+2,171
F5 INC(FFIV)12,87219,650+6,7783,2375,2323.14%+1,995
CANADIAN PACIFIC KANSAS CITY(CP)023,915+23,91501,6791.01%+1,679
AIRBNB INC013,538+13,53801,6170.97%+1,617
DRAFTKINGS INC NEW(DKNG)044,123+44,12301,4650.88%+1,465
PARSONS CORP DEL(PSN)53,236103,370+50,1344,9116,1213.67%+1,210
BROADCOM INC(AVGO)12,50524,105+11,6002,8994,0362.42%+1,137
BERKLEY W R CORP87,16580,356-6,8095,1015,7183.43%+617
META PLATFORMS INC(META)8,1029,052+9504,7445,2173.13%+473
FISERV INC(FISV)29,72827,928-1,8006,1076,1673.70%+61
INTERCONTINENTAL EXCHANGE IN(ICE)33,23328,735-4,4984,9524,9572.97%+5
AVANTOR INC(AVTR)16,16311,242-4,9213411820.11%-158
IQVIA HLDGS INC(IQV)1,1960-1,1962350-235
AMAZON COM INC(AMZN)22,99724,997+2,0005,0454,7562.85%-289
NASDAQ INC(NDAQ)70,46265,927-4,5355,4475,0013.00%-446
ASPEN TECHNOLOGY INC2,0120-2,0125020-502
GE HEALTHCARE TECHNOLOGIES I(GEHC)75,99567,312-8,6835,9415,4333.26%-509
FLEX LTD(FLEX)143,229140,220-3,0095,4994,6382.78%-860
SALESFORCE INC(CRM)12,52511,725-8004,1873,1471.89%-1,041
ALPHABET INC(GOOG)27,21525,515-1,7005,1523,9462.37%-1,206
CLEAN HARBORS INC(CLH)13,7849,303-4,4813,1721,8341.10%-1,339
VERALTO CORP(VLTO)47,18335,001-12,1824,8063,4112.05%-1,395
3M CO(MMM)36,87822,620-14,2584,7613,3221.99%-1,439
BROWN & BROWN INC(BRO)32,99515,387-17,6083,3661,9141.15%-1,452
VISA INC(V)14,8008,914-5,8864,6773,1241.87%-1,553
JACOBS SOLUTIONS INC(J)35,80026,584-9,2164,7843,2141.93%-1,570
COMPOSECURE INC(GPGI)218,421151,440-66,9813,3481,6460.99%-1,702
THERMO FISHER SCIENTIFIC INC(TMO)8,9015,801-3,1004,6312,8871.73%-1,744
MICROSOFT CORP(MSFT)11,0507,750-3,3004,6582,9091.75%-1,748
PTC INC(PTC)19,18111,397-7,7843,5271,7661.06%-1,761
CORNING INC(GLW)84,12644,759-39,3673,9982,0491.23%-1,949
GE AEROSPACE(GE)26,2347,834-18,4004,3761,5680.94%-2,808
THE BALDWIN INSURANCE GRP IN(BWIN)127,75344,473-83,2804,9521,9871.19%-2,964
COHERENT CORP(COHR)34,2090-34,2093,2410-3,241
GALLAGHER ARTHUR J & CO(AJG)18,6584,606-14,0525,2961,5900.95%-3,706
BLOCK INC(XYZ)58,6019,432-49,1694,9805120.31%-4,468
L3HARRIS TECHNOLOGIES INC(LHX)23,3660-23,3664,9130-4,913
VERTIV HOLDINGS CO(VRT)43,3520-43,3524,9250-4,925
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