Otter Creek Advisors, LLC Top Holdings and 13F Report (2024) About Otter Creek Advisors, LLCInvestment ActivityOtter Creek Advisors, LLC has $157.65 million in total holdings as of September 30, 2024.Otter Creek Advisors, LLC owns shares of 35 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 22.99% of the portfolio was purchased this quarter.About 23.88% of the portfolio was sold this quarter.This quarter, Otter Creek Advisors, LLC has purchased 39 new stocks and bought additional shares in 18 stocks.Otter Creek Advisors, LLC sold shares of 14 stocks and completely divested from 5 stocks this quarter.Largest Holdings Parsons $8,382,320Quanta Services $8,182,428Vertiv $7,752,559Coherent $7,197,532The Baldwin Insurance Group $6,886,095 Largest New Holdings this Quarter 3M $4,926,395 Holding Largest Purchases this Quarter Tetra Tech 124,438 shares (about $5.87M)3M 36,038 shares (about $4.93M)Broadcom 21,830 shares (about $3.77M)Dynatrace 62,371 shares (about $3.33M)GE HealthCare Technologies 34,570 shares (about $3.24M) Largest Sales this Quarter Vertiv 44,556 shares (about $4.43M)L3Harris Technologies 12,504 shares (about $2.97M)NextEra Energy Partners 96,788 shares (about $2.67M)The Baldwin Insurance Group 48,340 shares (about $2.41M)Corning 44,986 shares (about $2.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOtter Creek Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPSNParsons$8,382,320$1,902,528 ▼-18.5%80,8485.3%Business ServicesPWRQuanta Services$8,182,428$2,664,268 ▲48.3%27,4445.2%ConstructionVRTVertiv$7,752,559$4,432,876 ▼-36.4%77,9234.9%Computer and TechnologyCOHRCoherent$7,197,532$1,010,107 ▲16.3%80,9534.6%Business ServicesBRPThe Baldwin Insurance Group$6,886,095$2,407,332 ▼-25.9%138,2754.4%FinanceTTEKTetra Tech$6,822,167$5,868,497 ▲615.4%144,6604.3%Industrial ProductsHUBBHubbell$5,939,928$1,080,727 ▲22.2%13,8673.8%Industrial ProductsMETAMeta Platforms$5,667,1560.0%9,9003.6%Computer and TechnologyWRBW. R. Berkley$5,632,266$2,506,362 ▲80.2%99,2833.6%FinanceAVTRAvantor$5,512,844$2,365,319 ▲75.1%213,0983.5%MedicalAZPNAspen Technology$5,374,643$1,647,858 ▲44.2%22,5053.4%Computer and TechnologyFIFiserv$5,322,491$215,580 ▼-3.9%29,6273.4%Business ServicesGOOGLAlphabet$5,307,698$1,935,304 ▼-26.7%32,0033.4%Computer and TechnologyDTDynatrace$5,268,559$3,334,977 ▲172.5%98,5333.3%Computer and TechnologyGEHCGE HealthCare Technologies$5,067,524$3,244,394 ▲178.0%53,9963.2%MedicalMMM3M$4,926,395$4,926,395 ▲New Holding36,0383.1%Multi-Sector ConglomeratesAMZNAmazon.com$4,856,1320.0%26,0623.1%Retail/WholesaleAJGArthur J. Gallagher & Co.$4,839,564$365,781 ▼-7.0%17,2003.1%FinanceGEGeneral Electric$4,664,338$936,488 ▼-16.7%24,7343.0%TransportationETNEaton$4,626,902$86,174 ▲1.9%13,9602.9%Industrial ProductsMSFTMicrosoft$4,603,780$1,291,330 ▼-21.9%10,6992.9%Computer and TechnologyAVGOBroadcom$4,469,475$3,765,675 ▲535.0%25,9102.8%Computer and TechnologyVERALTO CORP$4,138,149$1,516,262 ▲57.8%36,9942.6%COM SHSBROBrown & Brown$4,062,467$162,030 ▲4.2%39,2132.6%FinanceCLHClean Harbors$3,880,655$156,386 ▲4.2%16,0552.5%Business ServicesGLWCorning$3,777,385$2,031,118 ▼-35.0%83,6632.4%Computer and TechnologyPTCPTC$3,450,785$925,340 ▲36.6%19,1012.2%Computer and TechnologyNXTNextracker$3,339,354$38,979 ▲1.2%89,0972.1%Oils/EnergyFLEXFlex$2,998,136$145,855 ▲5.1%89,6841.9%Computer and TechnologyICEIntercontinental Exchange$2,640,279$803,200 ▲43.7%16,4361.7%FinanceHMNFHMN Financial$622,393$4,938 ▼-0.8%22,3080.4%FinanceLHXL3Harris Technologies$448,147$2,974,326 ▼-86.9%1,8840.3%AerospaceDBRGDigitalBridge Group$389,890$343,501 ▼-46.8%27,5930.2%FinanceIQVIQVIA$344,556$1,570,171 ▼-82.0%1,4540.2%MedicalNEPNextEra Energy Partners$252,309$2,673,288 ▼-91.4%9,1350.2%Oils/EnergyTJXTJX Companies$0$4,932,480 ▼-100.0%00.0%Retail/WholesaleVVisa$0$4,838,110 ▼-100.0%00.0%Business ServicesCPCanadian Pacific Kansas City$0$1,952,504 ▼-100.0%00.0%TransportationSPGIS&P Global$0$1,516,400 ▼-100.0%00.0%Business ServicesTMOThermo Fisher Scientific$0$1,327,200 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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