OCA
Otter Creek Advisors Portfolio holdings
AUM
$133M
This Quarter Return
+5.04%
1 Year Return
+37.04%
3 Year Return
+117.36%
5 Year Return
+167.21%
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(-5.5%)
Cap. Flow
-$21.8M
Cap. Flow
% of AUM
-17.82%
Top 10 Holdings %
Top 10 Hldgs %
48.89%
Holding
78
New
3
Increased
3
Reduced
23
Closed
4
Top Buys
| 1 |
RTX Corp
RTX
|
$3.59M |
| 2 |
Kirby Corp
KEX
|
$3.43M |
| 3 |
Vail Resorts
MTN
|
$2.95M |
| 4 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$1.35M |
| 5 |
Newmont
NEM
|
$483K |
Top Sells
| 1 |
Aramark
ARMK
|
$7.16M |
| 2 |
Archer Daniels Midland
ADM
|
$3.87M |
| 3 |
Southwest Airlines
LUV
|
$3.41M |
| 4 |
Leidos
LDOS
|
$3.05M |
| 5 |
Walmart
WMT
|
$2.93M |
Sector Composition
| 1 | Industrials | 17.29% |
| 2 | Financials | 14.29% |
| 3 | Healthcare | 12.2% |
| 4 | Utilities | 11.78% |
| 5 | Materials | 10.13% |
