Otter Creek Advisors, LLC Top Holdings and 13F Report (2024) → Man who Predicted Trump 2016 Win: “Prepare for Election Meltdown” (From Paradigm Press) (Ad) About Otter Creek Advisors, LLCInvestment ActivityOtter Creek Advisors, LLC has $168.48 million in total holdings as of March 31, 2024.Otter Creek Advisors, LLC owns shares of 46 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 44.11% of the portfolio was purchased this quarter.About 51.96% of the portfolio was sold this quarter.This quarter, Otter Creek Advisors, LLC has purchased 49 new stocks and bought additional shares in 20 stocks.Otter Creek Advisors, LLC sold shares of 15 stocks and completely divested from 12 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $26,153,500Vertiv $8,149,115Parsons $7,101,099Avantor $6,340,952Amazon.com $5,573,742 Largest New Holdings this Quarter Amazon.com $5,573,742 HoldingBroadcom $4,652,189 HoldingFiserv $4,474,960 HoldingTarget $4,253,040 HoldingHome Depot $2,301,600 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 35,000 shares (about $18.31M)Amazon.com 30,900 shares (about $5.57M)Broadcom 3,510 shares (about $4.65M)Fiserv 28,000 shares (about $4.47M)Target 24,000 shares (about $4.25M) Largest Sales this Quarter Intercontinental Exchange 20,700 shares (about $2.84M)NextEra Energy 43,000 shares (about $2.75M)Quanta Services 10,375 shares (about $2.70M)Clarivate 332,825 shares (about $2.47M)Hologic 28,485 shares (about $2.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOtter Creek Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$26,153,500$18,307,450 ▲233.3%50,00015.5%FinanceVRTVertiv$8,149,115$3,269,332 ▲67.0%99,7814.8%Computer and TechnologyPSNParsons$7,101,099$3,344,792 ▲89.0%85,6074.2%Business ServicesAVTRAvantor$6,340,952$308,988 ▲5.1%247,9843.8%MedicalAMZNAmazon.com$5,573,742$5,573,742 ▲New Holding30,9003.3%Retail/WholesaleMETAMeta Platforms$5,535,612$1,699,530 ▲44.3%11,4003.3%Computer and TechnologyJJacobs Solutions$5,426,515$1,907,943 ▲54.2%35,2993.2%Business ServicesAVGOBroadcom$4,652,189$4,652,189 ▲New Holding3,5102.8%Computer and TechnologyAJGArthur J. Gallagher & Co.$4,625,740$1,500,240 ▲48.0%18,5002.7%FinanceTJXTJX Companies$4,543,616$1,419,880 ▲45.5%44,8002.7%Retail/WholesaleFIFiserv$4,474,960$4,474,960 ▲New Holding28,0002.7%Business ServicesIQVIQVIA$4,472,360$1,165,064 ▲35.2%17,6852.7%MedicalNXTNextracker$4,427,267$2,476,836 ▲127.0%78,6792.6%Oils/EnergyVVisa$4,362,858$1,395,400 ▲47.0%15,6332.6%Business ServicesBRPThe Baldwin Insurance Group$4,348,437$223,909 ▲5.4%150,2572.6%FinanceCPCanadian Pacific Kansas City$4,346,781$608,373 ▼-12.3%49,3002.6%TransportationTMOThermo Fisher Scientific$4,300,954$174,363 ▼-3.9%7,4002.6%MedicalETNEaton$4,283,716$1,500,864 ▲53.9%13,7002.5%Industrial ProductsTGTTarget$4,253,040$4,253,040 ▲New Holding24,0002.5%Retail/WholesaleGEGeneral Electric$3,502,250$252,162 ▲7.8%25,0002.1%TransportationORCLOracle$3,341,2260.0%26,6002.0%Computer and TechnologyWRBW. R. Berkley$3,230,626$2,227,008 ▲221.9%36,5291.9%FinanceGOOGLAlphabet$3,135,118$15,093 ▼-0.5%20,7721.9%Computer and TechnologyMSFTMicrosoft$2,924,004$2,524,320 ▲631.6%6,9501.7%Computer and TechnologyICEIntercontinental Exchange$2,831,058$2,844,801 ▼-50.1%20,6001.7%FinanceSPGIS&P Global$2,807,970$1,276,350 ▲83.3%6,6001.7%Business ServicesPWRQuanta Services$2,684,773$2,695,425 ▼-50.1%10,3341.6%ConstructionZBRAZebra Technologies$2,597,509$708,686 ▼-21.4%8,6171.5%Industrial ProductsNEPNextEra Energy Partners$2,487,136$540,237 ▼-17.8%82,6841.5%Oils/EnergyLPLALPL Financial$2,309,543$1,327,967 ▲135.3%8,7411.4%FinanceHDHome Depot$2,301,600$2,301,600 ▲New Holding6,0001.4%Retail/WholesaleSMCISuper Micro Computer$2,177,624$2,177,624 ▲New Holding2,1561.3%Computer and TechnologyHUBBHubbell$1,923,755$1,216,095 ▼-38.7%4,6351.1%Industrial ProductsBROBrown & Brown$1,798,685$1,798,685 ▲New Holding20,5471.1%FinanceOWLBlue Owl Capital$1,709,811$1,508,443 ▲749.1%90,6581.0%FinanceDBRGDigitalBridge Group$1,646,102$6,552 ▲0.4%85,4231.0%FinanceHOLXHologic$1,607,145$2,220,690 ▼-58.0%20,6151.0%MedicalRHRH$1,039,556$1,450,155 ▼-58.2%2,9850.6%Consumer StaplesHLTHilton Worldwide$959,8950.0%4,5000.6%Consumer DiscretionaryAZPNAspen Technology$746,480$746,480 ▲New Holding3,5000.4%Computer and TechnologySBCFSeacoast Banking Co. of Florida$736,208$1,382,688 ▼-65.3%28,9960.4%FinanceNEENextEra Energy$703,010$2,748,130 ▼-79.6%11,0000.4%UtilitiesITRIItron$693,900$693,900 ▲New Holding7,5000.4%Computer and TechnologyPLDPrologis$651,100$2,083,520 ▼-76.2%5,0000.4%FinanceHMNFHMN Financial$478,696$48,467 ▼-9.2%22,6870.3%FinanceCLVTClarivate$79,429$2,472,961 ▼-96.9%10,6900.0%Computer and TechnologyBXBlackstone$0$35,021,000 ▼-100.0%00.0%FinanceIWMiShares Russell 2000 ETF$0$6,021,000 ▼-100.0%00.0%FinanceYUMYum! Brands$0$3,675,000 ▼-100.0%00.0%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$0$3,368,000 ▼-100.0%00.0%ETFAMTAmerican Tower$0$3,346,000 ▼-100.0%00.0%FinanceCTVACorteva$0$3,062,000 ▼-100.0%00.0%Consumer StaplesBACBank of America$0$2,862,000 ▼-100.0%00.0%FinanceETWOE2open Parent$0$2,670,000 ▼-100.0%00.0%Computer and TechnologyKEYSKeysight Technologies$0$2,232,000 ▼-100.0%00.0%Computer and TechnologyAMRCAmeresco$0$2,181,000 ▼-100.0%00.0%Oils/EnergyAZTAAzenta$0$1,511,000 ▼-100.0%00.0%MedicalUNHUnitedHealth Group$0$384,000 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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