Fund HoldingsOtter Creek Advisors, LLC

Total Portfolio Value
$130.47M
Total Bought
$72.81M
Total Sold
$112.93M
Net Transaction
-$40.12M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
INVESCO QQQ TR(Put)035,000+35,000012,539+12,539
BLACKSTONE INC(BX)(Put)35,00090,000+55,0003,2549,643+6,389
ORACLE CORP(ORCL)048,000+48,00005,0843.90%+5,084
HUBBELL INC(HUBB)013,737+13,73704,3053.30%+4,305
BROADCOM INC(AVGO)(Put)05,000+5,00004,153+4,153
META PLATFORMS INC(META)5,80018,700+12,9001,6645,6144.30%+3,949
PLANET FITNESS INC(PLNT)(Put)080,000+80,00003,934+3,934
ALPHABET INC(GOOG)12,17237,172+25,0001,4574,8643.73%+3,407
PARSONS CORP DEL(PSN)38,00095,943+57,9431,8295,2154.00%+3,385
GENERAL ELECTRIC CO(GE)028,500+28,50003,1512.41%+3,151
CANADIAN PACIFIC KANSAS CITY(CP)037,500+37,50002,7902.14%+2,790
SAP SE(SAP)021,100+21,10002,7292.09%+2,729
BOOT BARN HLDGS INC(Put)030,000+30,00002,436+2,436
MICROSOFT CORP(MSFT)4,65012,650+8,0001,5843,9943.06%+2,411
VERTIV HOLDINGS CO(VRT)123,205143,205+20,0003,0525,3274.08%+2,275
S&P GLOBAL INC(SPGI)05,400+5,40001,9731.51%+1,973
UNITEDHEALTH GROUP INC(UNH)5,0008,530+3,5302,4034,3013.30%+1,898
HUBSPOT INC(HUBS)(Put)03,500+3,50001,724+1,724
LAUDER ESTEE COS INC(EL)010,000+10,00001,4461.11%+1,446
SUPER MICRO COMPUTER INC(SMCI)04,705+4,70501,2900.99%+1,290
VISA INC(V)6,73311,233+4,5001,5992,5841.98%+985
EATON CORP PLC(ETN)16,00017,100+1,1003,2183,6472.80%+429
QUANTA SVCS INC18,30019,900+1,6003,5953,7232.85%+128
HMN FINL INC25,05724,984-734704780.37%+8
INTERCONTINENTAL EXCHANGE IN(ICE)50,80046,100-4,7005,7445,0723.89%-673
GALLAGHER ARTHUR J & CO(AJG)14,50010,500-4,0003,1842,3931.83%-790
TJX COS INC NEW(TJX)28,90017,100-11,8002,4501,5201.16%-931
APOLLO GLOBAL MGMT INC(APO)(Put)12,5000-12,5009600-960
JACOBS SOLUTIONS INC(J)49,11234,901-14,2115,8394,7643.65%-1,075
FLEX LTD(FLEX)95,66655,357-40,3092,6441,4941.14%-1,151
CORTEVA INC(CTVA)59,49642,496-17,0003,4092,1741.67%-1,235
PEPSICO INC(PEP)8,3000-8,3001,5370-1,537
ANALOG DEVICES INC(ADI)8,1000-8,1001,5780-1,578
AMERICAN TOWER CORP NEW(AMT)8,2000-8,2001,5900-1,590
BLUE OWL CAPITAL INC(OBDC)153,28211,882-141,4001,7861540.12%-1,632
HOLOGIC INC74,30063,100-11,2006,0164,3793.36%-1,637
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)5,7370-5,7371,6970-1,697
E2OPEN PARENT HOLDINGS INC327,73423,148-304,5861,8351050.08%-1,730
BRP GROUP INC(BWIN)189,617125,617-64,0004,6992,9182.24%-1,781
IQVIA HLDGS INC(IQV)16,1137,313-8,8003,6221,4391.10%-2,183
ALLEGRO MICROSYSTEMS INC(ALGM)(Put)50,0000-50,0002,2570-2,257
AMERESCO INC102,09067,998-34,0924,9652,6222.01%-2,343
PAYPAL HLDGS INC(PYPL)37,5000-37,5002,5020-2,502
THERMO FISHER SCIENTIFIC INC(TMO)9,1003,600-5,5004,7481,8221.40%-2,926
ZIMMER BIOMET HOLDINGS INC(ZBH)21,6760-21,6763,1560-3,156
PTC INC(PTC)(Put)22,5000-22,5003,2020-3,202
RH(RH)15,6986,898-8,8005,1741,8241.40%-3,350
NEXTERA ENERGY PARTNERS LP(XIFR)63,7380-63,7383,7380-3,738
AVANTOR INC(AVTR)239,48740,003-199,4844,9198430.65%-4,076
BLACK KNIGHT INC68,6190-68,6194,0990-4,099
CLARIVATE PLC(CLVT)509,0610-509,0614,8510-4,851
ISHARES TR(Put)12,5000-12,5006,3410-6,341
AVID TECHNOLOGY INC316,2070-316,2078,0630-8,063
MOLSON COORS BEVERAGE CO(TAP)(Put)150,0000-150,0009,8760-9,876
ISHARES TR(Put)160,0000-160,00029,9630-29,963
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