Otter Creek Advisors, LLC In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Otter Creek Advisors, LLC reported 45 stock positions worth $142.3 million . Its top holding was Vertiv Class A (VRT) at 5.7% of the portfolio, followed by Parsons (PSN, 5.0% ) and Avantor (AVTR, 4.5% ). Compared with Q4 2023, it opened 9 new positions, sold out of 9, added to 19 and reduced 15. The biggest buy was a new position in Amazon.com (AMZN) and the biggest sale an exit from Yum! Brands (YUM).
Location PALM BEACH GARDENS, FL
CIK 0001640361
Portfolio Value $142.3M (Q1 2024) Holdings 45 stocks · $142.3M Holdings quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 VRT Vertiv Holdings Co. Class A 99,781 $8.1M Add +67.0% PSN Parsons Corp. 85,607 $7.1M Add +89.0% AVTR Avantor Inc. 247,984 $6.3M Add +5.1% AMZN Amazon.com Inc. 30,900 $5.6M New META Meta Platforms Inc. Class A 11,400 $5.5M Add +44.3% J Jacobs Solutions Inc. 35,299 $5.4M Add +54.2% AVGO Broadcom Inc. 3,510 $4.7M New AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 18,500 $4.6M Add +48.0% TJX TJX Companies Inc. filed as TJX COS INC NEW 44,800 $4.5M Add +45.5% FISV Fiserv Inc. 28,000 $4.5M New IQV Iqvia Holdings Inc. 17,685 $4.5M Add +35.2% NXT Nextpower Inc. filed as NEXTRACKER INC 78,679 $4.4M Add +127.0% V Visa Inc. Class A 15,633 $4.4M Add +47.0% BWIN Baldwin Insurance Group Inc./ filed as BRP GROUP INC 150,257 $4.3M Add +5.4% CP Canadian Pacific Kansas City 49,300 $4.3M Reduce -12.3% TMO Thermo Fisher Scientific Inc. 7,400 $4.3M Reduce -3.9% ETN Eaton Corp. PLC 13,700 $4.3M Add +53.9% TGT Target Corp. 24,000 $4.3M New GE General Electric 25,000 $3.5M Add +7.8% ORCL Oracle Corp. 26,600 $3.3M No change WRB WR Berkley Corp. filed as BERKLEY W R CORP 36,529 $3.2M Add +221.9% GOOGL Alphabet Inc. Class A 20,772 $3.1M Reduce -0.5% MSFT Microsoft Corp. 6,950 $2.9M Add +631.6% ICE Intercontinental Exchange Inc. 20,600 $2.8M Reduce -50.1% SPGI S&P Global Inc. 6,600 $2.8M Add +83.3% PWR Quanta Services Inc. 10,334 $2.7M Reduce -50.1% ZBRA Zebra Technologies Corp. Class A 8,617 $2.6M Reduce -21.4% XIFR XPLR Infrastructure LP filed as NEXTERA ENERGY PARTNERS LP 82,684 $2.5M Reduce -17.9% LPLA LPL Financial Holdings Inc. 8,741 $2.3M Add +135.3% HD Home Depot Inc. 6,000 $2.3M New SMCI Super Micro Computer Inc. 2,156 $2.2M New HUBB Hubbell Inc. 4,635 $1.9M Reduce -38.7% BRO Brown & Brown Inc. 20,547 $1.8M New OWL Blue Owl Capital Inc. 90,658 $1.7M Add +749.1% DBRG Digitalbridge Group Inc. 85,423 $1.6M Add +0.4% HOLX Hologic Inc. 20,615 $1.6M Reduce -58.0% RH RH 2,985 $1.0M Reduce -58.3% HLT Hilton Worldwide Holdings Inc. 4,500 $960K No change AZPN Aspen Technology Inc. 3,500 $746K New SBCF Seacoast Banking Corp. 28,996 $736K Reduce -65.3% NEE Nextera Energy Inc. 11,000 $703K Reduce -79.6% ITRI Itron Inc. 7,500 $694K New PLD Prologis Inc. 5,000 $651K Reduce -76.2% HMNF HMN Financial Inc. 22,687 $479K Reduce -9.2% CLVT Clarivate PLC 10,690 $79K Reduce -96.9%
Options reported separately and not counted above: SPY puts ($26.2M).
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ YUM Yum! Brands Inc. Sold out 0.00% −3.14 AMT American Tower Corp. Sold out 0.00% −2.86 CLVT Clarivate PLC Reduce -96.9% 0.06% −2.67 CTVA Corteva Inc. Sold out 0.00% −2.62 ICE Intercontinental Exchange Inc. Reduce -50.1% 1.99% −2.55 BAC Bank of America Corp. Sold out 0.00% −2.45 NEE Nextera Energy Inc. Reduce -79.6% 0.49% −2.31 ETWO E2OPEN Parent Holdings Inc. Sold out 0.00% −2.28 PLD Prologis Inc. Reduce -76.2% 0.46% −1.94 PWR Quanta Services Inc. Reduce -50.1% 1.89% −1.94 KEYS Keysight Technologies Inc. Sold out 0.00% −1.91 HOLX Hologic Inc. Reduce -58.0% 1.13% −1.88 AMRC Ameresco Inc. Class A Sold out 0.00% −1.87 SBCF Seacoast Banking Corp. Reduce -65.3% 0.52% −1.52 AZTA Azenta Inc. Sold out 0.00% −1.29 RH RH Reduce -58.3% 0.73% −1.05 XIFR XPLR Infrastructure LP Reduce -17.9% 1.75% −0.87 HUBB Hubbell Inc. Reduce -38.7% 1.35% −0.78 CP Canadian Pacific Kansas City Reduce -12.3% 3.05% −0.75 ZBRA Zebra Technologies Corp. Class A Reduce -21.4% 1.83% −0.74 TMO Thermo Fisher Scientific Inc. Reduce -3.9% 3.02% −0.48 UNH Unitedhealth Group Inc. Sold out 0.00% −0.33 GOOGL Alphabet Inc. Class A Reduce -0.5% 2.20% −0.29 HMNF HMN Financial Inc. Reduce -9.2% 0.34% −0.16
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ AMZN Amazon.com Inc. New 3.92% +3.92 VRT Vertiv Holdings Co. Class A Add +67.0% 5.73% +3.27 AVGO Broadcom Inc. New 3.27% +3.27 FISV Fiserv Inc. New 3.14% +3.14 TGT Target Corp. New 2.99% +2.99 PSN Parsons Corp. Add +89.0% 4.99% +2.56 MSFT Microsoft Corp. Add +631.6% 2.05% +1.75 NXT Nextpower Inc. Add +127.0% 3.11% +1.72 HD Home Depot Inc. New 1.62% +1.62 WRB WR Berkley Corp. Add +221.9% 2.27% +1.58 SMCI Super Micro Computer Inc. New 1.53% +1.53 META Meta Platforms Inc. Class A Add +44.3% 3.89% +1.50 J Jacobs Solutions Inc. Add +54.2% 3.81% +1.27 BRO Brown & Brown Inc. New 1.26% +1.26 ETN Eaton Corp. PLC Add +53.9% 3.01% +1.18 OWL Blue Owl Capital Inc. Add +749.1% 1.20% +1.07 LPLA LPL Financial Holdings Inc. Add +135.3% 1.62% +0.90 AJG Arthur J Gallagher & Co. Add +48.0% 3.25% +0.84 TJX TJX Companies Inc. Add +45.5% 3.19% +0.72 V Visa Inc. Class A Add +47.0% 3.07% +0.70 SPGI S&P Global Inc. Add +83.3% 1.97% +0.62 IQV Iqvia Holdings Inc. Add +35.2% 3.14% +0.55 AZPN Aspen Technology Inc. New 0.52% +0.52 ITRI Itron Inc. New 0.49% +0.49 BWIN Baldwin Insurance Group Inc./ Add +5.4% 3.06% +0.12 GE General Electric Add +7.8% 2.46% −0.07 DBRG Digitalbridge Group Inc. Add +0.4% 1.16% −0.12 AVTR Avantor Inc. Add +5.1% 4.46% −0.15
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ BX Blackstone Inc. put Sold out 267,500 $35.0Mbefore exit SPY SS SPDR S&P 500 ETF Trust-US put Add +233.3% 50,000 $26.2M IWM iShares Russell 2000 ETF put Sold out 30,000 $6.0Mbefore exit XLK SS Technology Select Sector put Sold out 17,500 $3.4Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q3 2025 28 $100.8M FLEX, AMZN, HOLX, FESM, GPGI Q2 2025 39 $133.2M VRT, FLEX, GPGI, LPLA, CRM Q1 2025 43 $143.4M PWR, FISV, PSN, WRB, GEHC Q4 2024 35 $145.3M FISV, GEHC, FLEX, NDAQ, AJG Q3 2024 35 $157.6M PSN, PWR, VRT, COHR, BWIN Q2 2024 39 $154.1M VRT, PSN, GOOGL, BWIN, AVGO Q1 2024 45 $142.3M VRT, PSN, AVTR, AMZN, META