Otter Creek Advisors, LLC Top Holdings and 13F Report (2025)

About Otter Creek Advisors, LLC

Investment Activity

Otter Creek Advisors, LLC has $166.66 million in total holdings as of March 31, 2025.
Otter Creek Advisors, LLC owns shares of 45 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 44.38% of the portfolio was purchased this quarter.
About 28.89% of the portfolio was sold this quarter.
This quarter, Otter Creek Advisors, LLC has purchased 35 new stocks and bought additional shares in 6 stocks.
Otter Creek Advisors, LLC sold shares of 24 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares iBoxx $ High Yield Corporate Bond ETF: $19,722,500
Quanta Services: $6,358,312
Fiserv: $6,167,340
Parsons: $6,120,538
W. R. Berkley: $5,718,061

Largest New Holdings this Quarter

464288513 - iShares iBoxx $ High Yield Corporate Bond ETF: $19,722,500 Holding
78410G104 - SBA Communications: $4,808,099 Holding
15189T107 - CenterPoint Energy: $4,279,343 Holding
023608102 - Ameren: $3,988,089 Holding
11271J107 - Brookfield: $3,624,780 Holding

Largest Purchases this Quarter

iShares iBoxx $ High Yield Corporate Bond ETF: 250,000 shares (about $19.72M)
SBA Communications: 21,854 shares (about $4.81M)
Quanta Services: 16,940 shares (about $4.31M)
CenterPoint Energy: 118,116 shares (about $4.28M)
Ameren: 39,722 shares (about $3.99M)

Largest Sales this Quarter

Arthur J. Gallagher & Co.: 14,052 shares (about $4.85M)
The Baldwin Insurance Group: 83,280 shares (about $3.72M)
GE Aerospace: 18,400 shares (about $3.68M)
BLOCK INC: 49,169 shares (about $2.67M)
Brown & Brown: 17,608 shares (about $2.19M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$19,722,500	$19,722,500 ▲	New Holding	250,000	11.8%	ETF
PWR Quanta Services	$6,358,312	$4,305,809 ▲	209.8%	25,015	3.8%	Construction
FI Fiserv	$6,167,340	$397,494 ▼	-6.1%	27,928	3.7%	Business Services
PSN Parsons	$6,120,538	$2,968,434 ▲	94.2%	103,370	3.7%	Business Services
WRB W. R. Berkley	$5,718,061	$484,522 ▼	-7.8%	80,356	3.4%	Finance
GEHC GE HealthCare Technologies	$5,432,751	$700,805 ▼	-11.4%	67,312	3.3%	Medical
FFIV F5	$5,232,204	$1,804,778 ▲	52.7%	19,650	3.1%	Computer and Technology
META Meta Platforms	$5,217,211	$547,542 ▲	11.7%	9,052	3.1%	Computer and Technology
NDAQ Nasdaq	$5,001,221	$344,025 ▼	-6.4%	65,927	3.0%	Finance
ICE Intercontinental Exchange	$4,956,787	$775,905 ▼	-13.5%	28,735	3.0%	Finance
SBAC SBA Communications	$4,808,099	$4,808,099 ▲	New Holding	21,854	2.9%	Finance
AMZN Amazon.com	$4,755,929	$380,520 ▲	8.7%	24,997	2.9%	Retail/Wholesale
FLEX Flex	$4,638,479	$99,538 ▼	-2.1%	140,220	2.8%	Computer and Technology
CNP CenterPoint Energy	$4,279,343	$4,279,343 ▲	New Holding	118,116	2.6%	Utilities
AVGO Broadcom	$4,035,900	$1,942,188 ▲	92.8%	24,105	2.4%	Computer and Technology
AEE Ameren	$3,988,089	$3,988,089 ▲	New Holding	39,722	2.4%	Utilities
GOOGL Alphabet	$3,945,640	$262,888 ▼	-6.2%	25,515	2.4%	Computer and Technology
BN Brookfield	$3,624,780	$3,624,780 ▲	New Holding	69,162	2.2%	Finance
LPLA LPL Financial	$3,547,836	$3,547,836 ▲	New Holding	10,845	2.1%	Finance
GWRE Guidewire Software	$3,529,487	$3,529,487 ▲	New Holding	18,838	2.1%	Computer and Technology
BX Blackstone	$3,494,500	$3,494,500 ▲	New Holding	25,000	2.1%	Finance
VERALTO CORP	$3,410,849	$1,187,136 ▼	-25.8%	35,001	2.0%	COM SHS
SSNC SS&C Technologies	$3,323,826	$3,323,826 ▲	New Holding	39,792	2.0%	Computer and Technology
MMM 3M	$3,321,974	$2,093,930 ▼	-38.7%	22,620	2.0%	Multi-Sector Conglomerates
J Jacobs Solutions	$3,213,740	$1,114,122 ▼	-25.7%	26,584	1.9%	Business Services
CRM Salesforce	$3,146,521	$214,688 ▼	-6.4%	11,725	1.9%	Computer and Technology
V Visa	$3,124,000	$2,062,807 ▼	-39.8%	8,914	1.9%	Business Services
MSFT Microsoft	$2,909,272	$1,238,787 ▼	-29.9%	7,750	1.7%	Computer and Technology
TMO Thermo Fisher Scientific	$2,886,578	$1,542,560 ▼	-34.8%	5,801	1.7%	Medical
RVTY Revvity	$2,427,053	$2,427,053 ▲	New Holding	22,940	1.5%	Medical
NXT Nextracker	$2,340,203	$2,340,203 ▲	New Holding	55,534	1.4%	Energy
UBER Uber Technologies	$2,171,228	$2,171,228 ▲	New Holding	29,800	1.3%	Computer and Technology
GLW Corning	$2,049,067	$1,802,221 ▼	-46.8%	44,759	1.2%	Computer and Technology
BRP The Baldwin Insurance Group	$1,987,499	$3,721,784 ▼	-65.2%	44,473	1.2%	Finance
BRO Brown & Brown	$1,914,142	$2,190,434 ▼	-53.4%	15,387	1.1%	Finance
CLH Clean Harbors	$1,833,621	$883,205 ▼	-32.5%	9,303	1.1%	Business Services
PTC PTC	$1,765,965	$1,206,131 ▼	-40.6%	11,397	1.1%	Computer and Technology
CP Canadian Pacific Kansas City	$1,679,072	$1,679,072 ▲	New Holding	23,915	1.0%	Transportation
CMPO CompoSecure	$1,646,153	$728,084 ▼	-30.7%	151,440	1.0%	Business Services
ABNB Airbnb	$1,617,249	$1,617,249 ▲	New Holding	13,538	1.0%	Consumer Discretionary
AJG Arthur J. Gallagher & Co.	$1,590,175	$4,851,311 ▼	-75.3%	4,606	1.0%	Finance
GE GE Aerospace	$1,567,975	$3,682,760 ▼	-70.1%	7,834	0.9%	Industrials
DKNG DraftKings	$1,465,325	$1,465,325 ▲	New Holding	44,123	0.9%	Consumer Discretionary
BLOCK INC	$512,441	$2,671,354 ▼	-83.9%	9,432	0.3%	CL A
AVTR Avantor	$182,233	$79,769 ▼	-30.4%	11,242	0.1%	Medical
VRT Vertiv	$0	$4,925,221 ▼	-100.0%	0	0.0%	Computer and Technology
LHX L3Harris Technologies	$0	$4,913,403 ▼	-100.0%	0	0.0%	Aerospace
COHR Coherent	$0	$3,240,617 ▼	-100.0%	0	0.0%	Business Services
AZPN Aspen Technology	$0	$502,257 ▼	-100.0%	0	0.0%	Computer and Technology
IQV IQVIA	$0	$235,025 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Otter Creek Advisors, LLC Top Holdings and 13F Report (2025)

About Otter Creek Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Otter Creek Advisors, LLC Top Holdings and 13F Report (2025)

About Otter Creek Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofOtter Creek Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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