Otter Creek Advisors, LLC Top Holdings and 13F Report (2025) About Otter Creek Advisors, LLCInvestment ActivityOtter Creek Advisors, LLC has $145.26 million in total holdings as of December 31, 2024.Otter Creek Advisors, LLC owns shares of 35 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 33.12% of the portfolio was purchased this quarter.About 42.42% of the portfolio was sold this quarter.This quarter, Otter Creek Advisors, LLC has purchased 35 new stocks and bought additional shares in 12 stocks.Otter Creek Advisors, LLC sold shares of 15 stocks and completely divested from 8 stocks this quarter.Largest Holdings Fiserv $6,106,726GE HealthCare Technologies $5,941,290Flex $5,498,562Nasdaq $5,447,417Arthur J. Gallagher & Co. $5,296,073 Largest New Holdings this Quarter Nasdaq $5,447,417 HoldingBLOCK INC $4,980,499 HoldingJacobs Solutions $4,783,596 HoldingVisa $4,677,392 HoldingThermo Fisher Scientific $4,630,567 Holding Largest Purchases this Quarter Nasdaq 70,462 shares (about $5.45M)BLOCK INC 58,601 shares (about $4.98M)Jacobs Solutions 35,800 shares (about $4.78M)Visa 14,800 shares (about $4.68M)Thermo Fisher Scientific 8,901 shares (about $4.63M) Largest Sales this Quarter Quanta Services 19,369 shares (about $6.12M)Aspen Technology 20,493 shares (about $5.12M)Coherent 46,744 shares (about $4.43M)Avantor 196,935 shares (about $4.15M)Vertiv 34,571 shares (about $3.93M) 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 PortfolioSectorFIFiserv$6,106,726$20,747 ▲0.3%29,7284.2%Business ServicesGEHCGE HealthCare Technologies$5,941,290$1,719,882 ▲40.7%75,9954.1%MedicalFLEXFlex$5,498,562$2,055,593 ▲59.7%143,2293.8%Computer and TechnologyNDAQNasdaq$5,447,417$5,447,417 ▲New Holding70,4623.8%FinanceAJGArthur J. Gallagher & Co.$5,296,073$413,853 ▲8.5%18,6583.6%FinanceGOOGLAlphabet$5,151,800$906,368 ▼-15.0%27,2153.5%Computer and TechnologyWRBW. R. Berkley$5,100,838$709,137 ▼-12.2%87,1653.5%FinanceAMZNAmazon.com$5,045,312$672,430 ▼-11.8%22,9973.5%Retail/WholesaleBLOCK INC$4,980,499$4,980,499 ▲New Holding58,6013.4%CL AICEIntercontinental Exchange$4,952,049$2,502,921 ▲102.2%33,2333.4%FinanceBRPThe Baldwin Insurance Group$4,951,706$407,833 ▼-7.6%127,7533.4%FinanceVRTVertiv$4,925,221$3,927,612 ▼-44.4%43,3523.4%Computer and TechnologyLHXL3Harris Technologies$4,913,403$4,517,235 ▲1,140.2%23,3663.4%AerospacePSNParsons$4,911,022$2,547,208 ▼-34.2%53,2363.4%Business ServicesVERALTO CORP$4,805,588$1,037,750 ▲27.5%47,1833.3%COM SHSJJacobs Solutions$4,783,596$4,783,596 ▲New Holding35,8003.3%Business ServicesMMM3M$4,760,581$108,436 ▲2.3%36,8783.3%Multi-Sector ConglomeratesMETAMeta Platforms$4,743,802$1,052,747 ▼-18.2%8,1023.3%Computer and TechnologyVVisa$4,677,392$4,677,392 ▲New Holding14,8003.2%Business ServicesMSFTMicrosoft$4,657,575$147,947 ▲3.3%11,0503.2%Computer and TechnologyTMOThermo Fisher Scientific$4,630,567$4,630,567 ▲New Holding8,9013.2%MedicalGEGeneral Electric$4,375,569$250,185 ▲6.1%26,2343.0%TransportationCRMSalesforce$4,187,483$4,187,483 ▲New Holding12,5252.9%Computer and TechnologyGLWCorning$3,997,666$22,002 ▲0.6%84,1262.8%Computer and TechnologyPTCPTC$3,526,809$14,710 ▲0.4%19,1812.4%Computer and TechnologyBROBrown & Brown$3,366,148$634,360 ▼-15.9%32,9952.3%FinanceCMPOCompoSecure$3,348,394$3,348,394 ▲New Holding218,4212.3%Business ServicesCOHRCoherent$3,240,617$4,428,057 ▼-57.7%34,2092.2%Business ServicesFFIVF5$3,236,922$3,236,922 ▲New Holding12,8722.2%Computer and TechnologyCLHClean Harbors$3,172,248$522,648 ▼-14.1%13,7842.2%Business ServicesAVGOBroadcom$2,899,159$3,107,815 ▼-51.7%12,5052.0%Computer and TechnologyPWRQuanta Services$2,552,104$6,121,573 ▼-70.6%8,0751.8%ConstructionAZPNAspen Technology$502,257$5,115,682 ▼-91.1%2,0120.3%Computer and TechnologyAVTRAvantor$340,554$4,149,415 ▼-92.4%16,1630.2%MedicalIQVIQVIA$235,025$50,699 ▼-17.7%1,1960.2%MedicalTTEKTetra Tech$0$6,822,167 ▼-100.0%00.0%Industrial ProductsHUBBHubbell$0$5,939,928 ▼-100.0%00.0%Industrial ProductsDTDynatrace$0$5,268,559 ▼-100.0%00.0%Computer and TechnologyETNEaton$0$4,626,902 ▼-100.0%00.0%Industrial ProductsNXTNextracker$0$3,339,354 ▼-100.0%00.0%Oils/EnergyHMNFHMN Financial$0$622,393 ▼-100.0%00.0%FinanceDBRGDigitalBridge Group$0$389,890 ▼-100.0%00.0%FinanceNEPNextera Energy Partners$0$252,309 ▼-100.0%00.0%Oils/EnergyShowing 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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