Otter Creek Advisors as of Dec. 31, 2024
Portfolio Holdings for Otter Creek Advisors
Otter Creek Advisors holds 35 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fiserv (FI) | 4.2 | $6.1M | 30k | 205.42 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 4.1 | $5.9M | 76k | 78.18 | |
| Flex Ord (FLEX) | 3.8 | $5.5M | 143k | 38.39 | |
| Nasdaq Omx (NDAQ) | 3.8 | $5.4M | 71k | 77.31 | |
| Arthur J. Gallagher & Co. (AJG) | 3.6 | $5.3M | 19k | 283.85 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $5.2M | 27k | 189.30 | |
| W.R. Berkley Corporation (WRB) | 3.5 | $5.1M | 87k | 58.52 | |
| Amazon (AMZN) | 3.5 | $5.0M | 23k | 219.39 | |
| Block Cl A (XYZ) | 3.4 | $5.0M | 59k | 84.99 | |
| Intercontinental Exchange (ICE) | 3.4 | $5.0M | 33k | 149.01 | |
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 3.4 | $5.0M | 128k | 38.76 | |
| Vertiv Holdings Com Cl A (VRT) | 3.4 | $4.9M | 43k | 113.61 | |
| L3harris Technologies (LHX) | 3.4 | $4.9M | 23k | 210.28 | |
| Parsons Corporation (PSN) | 3.4 | $4.9M | 53k | 92.25 | |
| Veralto Corp Com Shs (VLTO) | 3.3 | $4.8M | 47k | 101.85 | |
| Jacobs Engineering Group (J) | 3.3 | $4.8M | 36k | 133.62 | |
| 3M Company (MMM) | 3.3 | $4.8M | 37k | 129.09 | |
| Meta Platforms Cl A (META) | 3.3 | $4.7M | 8.1k | 585.51 | |
| Visa Com Cl A (V) | 3.2 | $4.7M | 15k | 316.04 | |
| Microsoft Corporation (MSFT) | 3.2 | $4.7M | 11k | 421.50 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $4.6M | 8.9k | 520.23 | |
| Ge Aerospace Com New (GE) | 3.0 | $4.4M | 26k | 166.79 | |
| salesforce (CRM) | 2.9 | $4.2M | 13k | 334.33 | |
| Corning Incorporated (GLW) | 2.8 | $4.0M | 84k | 47.52 | |
| Ptc (PTC) | 2.4 | $3.5M | 19k | 183.87 | |
| Brown & Brown (BRO) | 2.3 | $3.4M | 33k | 102.02 | |
| Composecure Com Cl A (CMPO) | 2.3 | $3.3M | 218k | 15.33 | |
| Coherent Corp (COHR) | 2.2 | $3.2M | 34k | 94.73 | |
| F5 Networks (FFIV) | 2.2 | $3.2M | 13k | 251.47 | |
| Clean Harbors (CLH) | 2.2 | $3.2M | 14k | 230.14 | |
| Broadcom (AVGO) | 2.0 | $2.9M | 13k | 231.84 | |
| Quanta Services (PWR) | 1.8 | $2.6M | 8.1k | 316.05 | |
| Aspen Technology | 0.3 | $502k | 2.0k | 249.63 | |
| Avantor (AVTR) | 0.2 | $341k | 16k | 21.07 | |
| Iqvia Holdings (IQV) | 0.2 | $235k | 1.2k | 196.51 |
