Otter Creek Advisors

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

Portfolio Holdings for Otter Creek Advisors

Companies in the Otter Creek Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Zimmer Holdings (ZMH) 7.48 68418 +74% 101.08
L3harris Technologies Inc Com stock 5.49 28164 +7% 180.12
Skyworks Solutions (SWKS) 4.87 50353 NEW 89.36
Jacobs Engineering (JEC) 4.42 51550 +7% 79.26
Nextera Energy Partners 4.05 87171 +20% 43.00
Paypal Holdings 4.01 38714 95.73
Tesla Motors (TSLA) 3.85 6800 -69% 523.97
Thermo Fisher Scientific (TMO) 3.79 12360 -3% 283.58
Hologic (HOLX) 3.67 96536 +172% 35.10
Netflix (NFLX) 3.37 8300 +27% 375.54
Aon 3.26 18280 -12% 165.04
Blackrock Municipal 2020 Term Trust (BKK) 3.18 200337 +304% 14.67
Zillow Group Inc Cl A stock 3.16 86000 +56% 33.97
Shopify Inc cl a 3.02 6700 -25% 416.87
Qorvo 2.92 33543 NEW 80.60
Greenlight Capital Re Ltd cl a 2.89 449563 +149% 5.95
Alphabet Inc Class A cs 2.68 2134 NEW 1162.14
Ameres (AMRC) 2.67 144900 NEW 17.03
salesforce (CRM) 2.34 15000 NEW 144.00
Itron (ITRI) 2.32 38459 NEW 55.83
Analog Devices (ADI) 2.20 22676 NEW 89.63
Microsoft Corporation (MSFT) 2.05 12040 -7% 157.72
Quanta Services (PWR) 2.05 59841 -46% 31.73
BP (BP) 1.93 73000 +40% 24.38
International Flavors & Fragrances (IFF) 1.90 17200 +109% 102.09
Seacoast Bkg Corp Fla 1.89 95372 -8% 18.31
Grand Canyon Education (LOPE) 1.65 20000 -41% 76.30
Hess Midstream Lp cl a shs 1.54 140090 NEW 10.16
Guidewire Software 1.50 17500 NEW 79.31
Trade Desk 1.32 6300 -16% 193.02
Prudential Public Limited Company (PUK) 1.21 45000 NEW 24.78
Planet Fitness Inc-cl A 1.05 20000 -23% 48.70
Floor & Decor Hldgs Inc cl a 0.88 25500 -45% 32.08
Novagold Resources Inc Cad Com 0.80 100000 7.38
Blackstone Group Inc Com Cl A stock 0.79 16000 NEW 45.56
Halliburton Company (HAL) 0.74 100000 6.85
BlackRock Florida Municipal 2020 Term Tr (BFO) 0.68 43483 +228% 14.42
Broadcom Ltd 0.67 2600 NEW 236.92
CarMax (KMX) 0.66 11400 -43% 53.86
National Vision Hldgs Inc 0.42 20000 NEW 19.40
SVB Financial (SIVB) 0.38 2300 -89% 150.87
Klx Energy Servics Holdngs I 0.23 300000 +500% 0.70

Past Filings by Otter Creek Advisors

View past SEC 13F filings by Otter Creek Advisors

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