Otter Creek Advisors

Otter Creek Advisors as of June 30, 2017

Portfolio Holdings for Otter Creek Advisors

Otter Creek Advisors holds 72 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broad 3.3 $23M 100k 233.05
Stifel Financial (SF) 2.9 $20M 437k 45.98
Eaton Vance 2.6 $19M 390k 47.32
BlackRock (BLK) 2.5 $18M 42k 422.41
Western Union Company (WU) 2.4 $17M 896k 19.05
Lpl Financial Holdings (LPLA) 2.3 $16M 383k 42.46
Weyerhaeuser Company (WY) 2.2 $16M 468k 33.50
Wal-Mart Stores (WMT) 2.2 $16M 205k 75.68
Calavo Growers (CVGW) 2.2 $15M 223k 69.05
F.N.B. Corporation (FNB) 2.2 $15M 1.1M 14.16
Paypal Holdings (PYPL) 2.2 $15M 283k 53.67
Klx Inc Com $0.01 2.1 $15M 289k 50.00
MGIC Investment (MTG) 1.9 $14M 1.2M 11.20
FLIR Systems 1.9 $14M 389k 34.66
TreeHouse Foods (THS) 1.9 $14M 165k 81.69
Nextera Energy Partners (NEP) 1.9 $13M 360k 36.99
Burlington Stores (BURL) 1.9 $13M 143k 91.99
Dave & Buster's Entertainmnt (PLAY) 1.8 $13M 192k 66.51
Citigroup (C) 1.8 $13M 188k 66.88
Berkshire Hathaway (BRK.B) 1.8 $12M 73k 169.36
American Water Works (AWK) 1.7 $12M 151k 77.95
Colony Northstar 1.7 $12M 830k 14.09
Aramark Hldgs (ARMK) 1.7 $12M 283k 40.98
Seacoast Bkg Corp Fla (SBCF) 1.6 $12M 477k 24.10
Abbott Laboratories (ABT) 1.6 $11M 236k 48.60
Realty Income (O) 1.6 $11M 205k 55.19
Alphabet Inc Class A cs (GOOGL) 1.6 $11M 12k 929.69
E TRADE Financial Corporation 1.5 $11M 282k 38.03
Dow Chemical Company 1.5 $11M 169k 63.07
Oshkosh Corporation (OSK) 1.5 $10M 152k 68.88
Mondelez Int (MDLZ) 1.4 $9.9M 230k 43.19
priceline.com Incorporated 1.4 $9.9M 5.3k 1870.38
T. Rowe Price (TROW) 1.4 $9.6M 130k 74.21
Thermo Fisher Scientific (TMO) 1.4 $9.6M 55k 174.48
Newmont Mining Corporation (NEM) 1.4 $9.5M 294k 32.39
Darden Restaurants (DRI) 1.3 $9.2M 102k 90.44
Texas Instruments Incorporated (TXN) 1.3 $9.2M 120k 76.93
Alibaba Group Holding (BABA) 1.3 $9.1M 64k 140.90
Skyworks Solutions (SWKS) 1.2 $8.8M 91k 95.96
Lance 1.2 $8.4M 243k 34.62
Pool Corporation (POOL) 1.2 $8.3M 71k 117.58
Delta Air Lines (DAL) 1.2 $8.1M 151k 53.75
Ultimate Software 1.1 $8.1M 39k 210.05
Ollies Bargain Outlt Hldgs I (OLLI) 1.1 $7.9M 185k 42.60
Jack in the Box (JACK) 1.1 $7.6M 78k 98.50
Potlatch Corporation (PCH) 1.1 $7.5M 165k 45.70
Cerner Corporation 1.1 $7.5M 113k 66.47
Best Buy (BBY) 1.0 $7.2M 126k 57.33
Trimble Navigation (TRMB) 1.0 $7.1M 200k 35.67
Intel Corporation (INTC) 1.0 $7.2M 213k 33.74
SVB Financial (SIVBQ) 1.0 $7.0M 40k 175.80
Texas Roadhouse (TXRH) 1.0 $6.9M 136k 50.95
Medidata Solutions 1.0 $6.8M 88k 78.19
Ellie Mae 1.0 $6.8M 62k 109.92
Ashland (ASH) 0.9 $6.4M 97k 65.91
CarMax (KMX) 0.9 $6.2M 99k 63.06
Blackbaud (BLKB) 0.9 $6.0M 70k 85.76
Kirby Corporation (KEX) 0.9 $6.0M 91k 66.84
DaVita (DVA) 0.8 $5.8M 90k 64.77
Newell Rubbermaid (NWL) 0.8 $5.5M 102k 53.63
Activision Blizzard 0.7 $5.2M 90k 57.58
Post Holdings Inc Common (POST) 0.7 $4.8M 61k 77.64
Workday Inc cl a (WDAY) 0.7 $4.8M 49k 97.01
Financial Engines 0.6 $4.4M 120k 36.60
Tesla Motors (TSLA) 0.6 $4.2M 12k 361.62
NVIDIA Corporation (NVDA) 0.6 $4.1M 28k 144.56
EOG Resources (EOG) 0.6 $4.0M 44k 90.51
Bridgepoint Education 0.6 $4.0M 271k 14.76
Anadarko Petroleum Corporation 0.6 $3.9M 85k 45.35
Rh (RH) 0.4 $2.8M 44k 64.50
Teradyne (TER) 0.3 $2.5M 82k 30.02
Lci Industries (LCII) 0.2 $1.4M 14k 102.41