OCA
Otter Creek Advisors Portfolio holdings
AUM
$101M
1-Year Est. Return
29.92%
This Fund
S&P 500
1 Year Est. Return
+29.92%
AUM
$133M
AUM Growth
-$10.2M
(-7.1%)
Holding
55
Top Buys
| 1 | +$4.33M | |
| 2 | +$4.13M | |
| 3 | +$4.11M | |
| 4 |
Take-Two Interactive
TTWO
|
+$4.1M |
| 5 |
Workday
WDAY
|
+$3.71M |
Top Sells
| 1 | +$6.17M | |
| 2 | +$4.22M | |
| 3 | +$4.12M | |
| 4 |
Ameren
AEE
|
+$3.99M |
| 5 |
Brookfield
BN
|
+$3.62M |
Sector Composition
| 1 | Technology | 35.63% |
| 2 | Industrials | 20.39% |
| 3 | Financials | 16.86% |
| 4 | Healthcare | 12.81% |
| 5 | Communication Services | 7.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Veralto
VLTO
$23.4B
| – | – |
-35,001
|
|
||
52
Airbnb
ABNB
$79.9B
| – | – |
-13,538
|
|
||
|
53
Ameren
AEE
$30.8B
| – | – |
-39,722
|
|
||
54
Arthur J. Gallagher & Co
AJG
$58.7B
| – | – |
-4,606
|
|
||
55
GE Aerospace
GE
$339B
| – | – |
-7,834
|
|