Otter Creek Advisors as of Sept. 30, 2024
Portfolio Holdings for Otter Creek Advisors
Otter Creek Advisors holds 35 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Parsons Corporation (PSN) | 5.3 | $8.4M | 81k | 103.68 | |
| Quanta Services (PWR) | 5.2 | $8.2M | 27k | 298.15 | |
| Vertiv Holdings Com Cl A (VRT) | 4.9 | $7.8M | 78k | 99.49 | |
| Coherent Corp (COHR) | 4.6 | $7.2M | 81k | 88.91 | |
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 4.4 | $6.9M | 138k | 49.80 | |
| Tetra Tech (TTEK) | 4.3 | $6.8M | 145k | 47.16 | |
| Hubbell (HUBB) | 3.8 | $5.9M | 14k | 428.35 | |
| Meta Platforms Cl A (META) | 3.6 | $5.7M | 9.9k | 572.44 | |
| W.R. Berkley Corporation (WRB) | 3.6 | $5.6M | 99k | 56.73 | |
| Avantor (AVTR) | 3.5 | $5.5M | 213k | 25.87 | |
| Aspen Technology (AZPN) | 3.4 | $5.4M | 23k | 238.82 | |
| Fiserv (FI) | 3.4 | $5.3M | 30k | 179.65 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $5.3M | 32k | 165.85 | |
| Dynatrace Com New (DT) | 3.3 | $5.3M | 99k | 53.47 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 3.2 | $5.1M | 54k | 93.85 | |
| 3M Company (MMM) | 3.1 | $4.9M | 36k | 136.70 | |
| Amazon (AMZN) | 3.1 | $4.9M | 26k | 186.33 | |
| Arthur J. Gallagher & Co. (AJG) | 3.1 | $4.8M | 17k | 281.37 | |
| Ge Aerospace Com New (GE) | 3.0 | $4.7M | 25k | 188.58 | |
| Eaton Corp SHS (ETN) | 2.9 | $4.6M | 14k | 331.44 | |
| Microsoft Corporation (MSFT) | 2.9 | $4.6M | 11k | 430.30 | |
| Broadcom (AVGO) | 2.8 | $4.5M | 26k | 172.50 | |
| Veralto Corp Com Shs (VLTO) | 2.6 | $4.1M | 37k | 111.86 | |
| Brown & Brown (BRO) | 2.6 | $4.1M | 39k | 103.60 | |
| Clean Harbors (CLH) | 2.5 | $3.9M | 16k | 241.71 | |
| Corning Incorporated (GLW) | 2.4 | $3.8M | 84k | 45.15 | |
| Ptc (PTC) | 2.2 | $3.5M | 19k | 180.66 | |
| Nextracker Class A Com (NXT) | 2.1 | $3.3M | 89k | 37.48 | |
| Flex Ord (FLEX) | 1.9 | $3.0M | 90k | 33.43 | |
| Intercontinental Exchange (ICE) | 1.7 | $2.6M | 16k | 160.64 | |
| HMN Financial (HMNF) | 0.4 | $622k | 22k | 27.90 | |
| L3harris Technologies (LHX) | 0.3 | $448k | 1.9k | 237.87 | |
| Digitalbridge Group Cl A New (DBRG) | 0.2 | $390k | 28k | 14.13 | |
| Iqvia Holdings (IQV) | 0.2 | $345k | 1.5k | 236.97 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 0.2 | $252k | 9.1k | 27.62 |
