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
51
0
52
0
53
-55,460