OCA
Otter Creek Advisors Portfolio holdings
AUM
$133M
This Quarter Return
+0.06%
1 Year Return
+37.04%
3 Year Return
+117.36%
5 Year Return
+167.21%
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(+38%)
Cap. Flow
+$67.5M
Cap. Flow
% of AUM
28.58%
Top 10 Holdings %
Top 10 Hldgs %
53.7%
Holding
98
New
3
Increased
23
Reduced
3
Closed
4
Top Buys
| 1 |
PotlatchDeltic
PCH
|
$10.1M |
| 2 |
Mastercard
MA
|
$7.95M |
| 3 |
LNCE
Snyders-Lance, Inc.
LNCE
|
$6.36M |
| 4 |
Microsoft
MSFT
|
$5.85M |
| 5 |
AB InBev
BUD
|
$4.95M |
Top Sells
| 1 |
H&R Block
HRB
|
$6.48M |
| 2 |
Diageo
DEO
|
$5.56M |
| 3 |
MGIC Investment
MTG
|
$4.06M |
| 4 |
Citigroup
C
|
$3.95M |
| 5 |
United Parks & Resorts
PRKS
|
$2.5M |
Sector Composition
| 1 | Consumer Staples | 30.67% |
| 2 | Financials | 28.97% |
| 3 | Industrials | 8.96% |
| 4 | Communication Services | 7.89% |
| 5 | Materials | 5.72% |
