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Otter Creek Advisors’s Houlihan Lokey HLI Stock Holding History

Otter Creek Advisors’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-141,200
Closed -$6.37M – 69
2019
Q3 		$6.37M Buy
141,200
+86,200
+157% +$3.82M 3.53% 5
2019
Q2 		$2.45M Sell
55,000
-17,300
-24% -$808K 0.95% 55
2019
Q1 		$3.31M Buy
+72,300
New +$3.19M 1.01% 40
2018
Q4 		– Sell
-100,500
Closed -$4.52M – 75
2018
Q3 		$4.52M Buy
+100,500
New +$4.87M 1.12% 43

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return