OCA
Otter Creek Advisors Portfolio holdings
AUM
$133M
This Quarter Return
+2.29%
1 Year Return
+37.04%
3 Year Return
+117.36%
5 Year Return
+167.21%
10 Year Return
–
AUM
$319M
AUM Growth
+$319M
(+4.5%)
Cap. Flow
+$5.68M
Cap. Flow
% of AUM
1.78%
Top 10 Holdings %
Top 10 Hldgs %
44.71%
Holding
95
New
6
Increased
6
Reduced
17
Closed
4
Top Buys
| 1 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$13.3M |
| 2 |
DigitalBridge
DBRG
|
$11.7M |
| 3 |
DuPont de Nemours
DD
|
$10.6M |
| 4 |
Delta Air Lines
DAL
|
$8.14M |
| 5 |
EOG Resources
EOG
|
$3.97M |
Top Sells
| 1 |
ARCH
Arch Resources, Inc.
ARCH
|
$10.2M |
| 2 |
Southwest Airlines
LUV
|
$7.42M |
| 3 |
AGR
Avangrid, Inc.
AGR
|
$6.09M |
| 4 |
PayPal
PYPL
|
$5.71M |
| 5 |
NOV
NOV
|
$4.63M |
Sector Composition
| 1 | Financials | 32.3% |
| 2 | Consumer Staples | 14.82% |
| 3 | Industrials | 12.62% |
| 4 | Materials | 8.34% |
| 5 | Utilities | 7.87% |
