OCA
Otter Creek Advisors Portfolio holdings
AUM
$133M
This Quarter Return
+3.73%
1 Year Return
+37.04%
3 Year Return
+117.36%
5 Year Return
+167.21%
10 Year Return
–
AUM
$281M
AUM Growth
+$281M
(-15%)
Cap. Flow
-$69.4M
Cap. Flow
% of AUM
-24.68%
Top 10 Holdings %
Top 10 Hldgs %
41.75%
Holding
89
New
10
Increased
2
Reduced
20
Closed
9
Top Buys
| 1 |
CDK
CDK Global, Inc.
CDK
|
$11.1M |
| 2 |
FedEx
FDX
|
$11M |
| 3 |
RTX Corp
RTX
|
$11M |
| 4 |
Leidos
LDOS
|
$8.49M |
| 5 |
Bank of America
BAC
|
$7.85M |
Top Sells
| 1 |
FNB Corp
FNB
|
$15.3M |
| 2 |
Treehouse Foods
THS
|
$13.3M |
| 3 |
LNCE
Snyders-Lance, Inc.
LNCE
|
$9.09M |
| 4 |
DigitalBridge
DBRG
|
$8.88M |
| 5 |
PayPal
PYPL
|
$8.26M |
Sector Composition
| 1 | Financials | 27.73% |
| 2 | Industrials | 27.47% |
| 3 | Materials | 11.02% |
| 4 | Healthcare | 7.59% |
| 5 | Technology | 6.77% |
