Otter Creek Advisors

Latest statistics and disclosures from Otter Creek Advisors's latest quarterly 13F-HR filing:

Companies in the Otter Creek Advisors portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Netflix (NFLX) 5.09 35800 +411% 367.32
CarMax (KMX) 4.59 136500 NEW 86.83
BlackRock (BLK) 4.00 22000 -60% 469.32
Walt Disney Company (DIS) 3.12 57745 139.65
FLIR Systems (FLIR) 2.95 140938 +4% 54.10
SVB Financial (SIVB) 2.79 32100 -2% 224.61
Harris Corporation (HRS) 2.74 37438 189.14
Zimmer Holdings (ZMH) 2.44 53587 -10% 117.73
Tesla Motors (TSLA) 2.24 25900 +12% 223.47
Xylem 2.24 69066 83.64
Newmont Mining Corporation (NEM) 2.21 148432 38.47
eBay (EBAY) 2.15 140958 39.50
Leidos Holdings 2.11 68337 79.85
Hill-Rom Holdings (HRC) 1.98 49000 NEW 104.61
Evercore Partners (EVR) 1.96 57100 +107% 88.56
Middleby Corporation (MIDD) 1.94 37000 NEW 135.70
Nextera Energy Partners 1.93 103570 -38% 48.25
Thermo Fisher Scientific (TMO) 1.92 16899 293.69
McCormick & Company, Incorporated (MKC) 1.86 31000 NEW 155.00
International Flavors & Fragrances (IFF) 1.85 33000 NEW 145.09
American Water Works (AWK) 1.83 40806 115.99
Seacoast Bkg Corp Fla 1.77 180017 +3% 25.44
Ashland 1.74 56140 79.98
Ollies Bargain Outlt Hldgs I 1.72 51000 -63% 87.12
Teradyne (TER) 1.71 92300 NEW 47.91
T. Rowe Price (TROW) 1.63 38500 -77% 109.71
Citigroup Inc 1.63 60000 NEW 70.03
United Technologies Corporation (UTX) 1.46 28927 +3% 130.19
Texas Instruments Incorporated (TXN) 1.42 32000 -48% 114.75
Booking Holdings 1.42 1962 NEW 1874.62
Workday Inc cl a 1.40 17600 NEW 205.57
Broadcom Ltd 1.39 12500 -58% 287.84
Shopify Inc cl a 1.34 11500 -67% 300.17
Charles Schwab Corporation (SCHW) 1.33 85824 40.19
E TRADE Financial Corporation (ETFC) 1.30 75346 44.59
salesforce (CRM) 1.29 22000 NEW 151.73
Illinois Tool Works (ITW) 1.24 21300 NEW 150.80
DineEquity (DIN) 1.24 33500 +39% 95.46
CenterState Banks (CSFL) 1.21 136339 23.03
Paypal Holdings 1.19 26983 114.44
Berkshire Hathaway (BRK.B) 1.18 14346 213.16
NVIDIA Corporation (NVDA) 1.18 18500 -34% 164.22
Vail Resorts (MTN) 1.17 13581 223.18
Jacobs Engineering (JEC) 1.16 35410 84.38
Alibaba Group Holding Ltd Spon 1.11 17000 -79% 169.47
Microsoft Corporation (MSFT) 1.08 20850 133.96
Western Union Company (WU) 1.08 140000 -26% 19.89
Abbott Laboratories (ABT) 1.07 32848 84.11
Trimble Navigation (TRMB) 1.06 60835 -31% 45.11
Kirby Corporation (KEX) 1.05 34362 -24% 79.01
Nutrien0ltd0com0npv0isin0#ca67077m10860sedol0#bdrjln0 1.05 50756 53.45
Stifel Financial (SF) 1.04 45500 -81% 59.05
Snap-on Incorporated (SNA) 1.03 16000 -46% 165.62
Potlatch Corporation (PCH) 0.96 63402 38.97
Houlihan Lokey Inc cl a 0.95 55000 -23% 44.53
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.90 6700 NEW 346.87
SJW (SJW) 0.85 36202 60.77
Wayfair 0.71 12500 -82% 146.00

Past 13F-HR SEC Filings by Otter Creek Advisors

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