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
$96M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$5.08M
2 +$4.31M
3 +$3.87M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.27M
5
GE icon
GE Aerospace
GE
+$3.15M

Top Sells

1 +$8.06M
2 +$4.85M
3 +$4.21M
4
BKI
Black Knight, Inc. Common Stock
BKI
+$4.1M
5
XIFR
XPLR Infrastructure LP
XIFR
+$3.74M

Sector Composition

1 Industrials 31.58%
2 Technology 20.73%
3 Financials 16.21%
4 Healthcare 13.31%
5 Communication Services 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
0
53
-37,500
54
0
55
0