OCA

Otter Creek Advisors Portfolio holdings

AUM $133M
1-Year Est. Return 37.04%
This Quarter Est. Return
1 Year Est. Return
+37.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.52M
3
+$4.96M
4
CLVT icon
Clarivate
CLVT
+$4.85M
5
XIFR
XPLR Infrastructure LP
XIFR
+$3.74M

Top Sells

1
+$2.8M
2
+$2.64M
3
+$2.3M
4
NXPI icon
NXP Semiconductors
NXPI
+$1.98M
5
VRT icon
Vertiv
VRT
+$1.97M

Sector Composition

1 Healthcare 21.67%
2 Industrials 18.02%
3 Technology 17.54%
4 Financials 17.42%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.05%
153,282
-81,200
27
$1.7M 1%
+5,737
28
$1.66M 0.98%
5,800
-9,200
29
$1.6M 0.94%
6,733
-5,867
30
$1.59M 0.93%
+8,200
31
$1.58M 0.93%
4,650
-1,550
32
$1.58M 0.93%
8,100
-6,800
33
$1.54M 0.9%
8,300
-6,400
34
$1.46M 0.85%
12,172
-10,128
35
$470K 0.28%
25,057
36
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