Otter Creek Advisors, LLC In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Otter Creek Advisors, LLC reported 43 stock positions worth $143.4 million . Its top holding was Quanta Services (PWR) at 4.4% of the portfolio, followed by Fiserv (FISV, 4.3% ) and Parsons (PSN, 4.3% ). Compared with Q4 2024, it opened 13 new positions, sold out of 5, added to 6 and reduced 24. The biggest buy was a new position in SBA Communications (SBAC) and the biggest sale an exit from Vertiv Class A (VRT).
Location PALM BEACH GARDENS, FL
CIK 0001640361
Portfolio Value $143.4M (Q1 2025) Holdings 43 stocks · $143.4M 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 2024 PWR Quanta Services Inc. 25,015 $6.4M Add +209.8% FISV Fiserv Inc. 27,928 $6.2M Reduce -6.0% PSN Parsons Corp. 103,370 $6.1M Add +94.2% WRB WR Berkley Corp. filed as BERKLEY W R CORP 80,356 $5.7M Reduce -7.8% GEHC GE Healthcare Technology 67,312 $5.4M Reduce -11.4% FFIV F5 Inc. 19,650 $5.2M Add +52.7% META Meta Platforms Inc. Class A 9,052 $5.2M Add +11.7% NDAQ Nasdaq Inc. 65,927 $5.0M Reduce -6.4% ICE Intercontinental Exchange Inc. 28,735 $5.0M Reduce -13.5% SBAC SBA Communications Corp. 21,854 $4.8M New AMZN Amazon.com Inc. 24,997 $4.8M Add +8.7% FLEX Flex Ltd. 140,220 $4.6M Reduce -2.1% CNP Centerpoint Energy Inc. 118,116 $4.3M New AVGO Broadcom Inc. 24,105 $4.0M Add +92.8% AEE Ameren Corporation 39,722 $4.0M New GOOGL Alphabet Inc. Class A 25,515 $3.9M Reduce -6.3% BN Brookfield Corp. 69,162 $3.6M New LPLA LPL Financial Holdings Inc. 10,845 $3.5M New GWRE Guidewire Software Inc. 18,838 $3.5M New VLTO Veralto Corp. 35,001 $3.4M Reduce -25.8% SSNC Ss&c Technologies Holdings 39,792 $3.3M New MMM 3M Co. 22,620 $3.3M Reduce -38.7% J Jacobs Solutions Inc. 26,584 $3.2M Reduce -25.7% CRM Salesforce Inc. 11,725 $3.1M Reduce -6.4% V Visa Inc. Class A 8,914 $3.1M Reduce -39.8% MSFT Microsoft Corp. 7,750 $2.9M Reduce -29.9% TMO Thermo Fisher Scientific Inc. 5,801 $2.9M Reduce -34.8% RVTY Revvity Inc. 22,940 $2.4M New NXT Nextpower Inc. filed as NEXTRACKER INC 55,534 $2.3M New UBER Uber Technologies Inc. 29,800 $2.2M New GLW Corning Inc. 44,759 $2.0M Reduce -46.8% BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN 44,473 $2.0M Reduce -65.2% BRO Brown & Brown Inc. 15,387 $1.9M Reduce -53.4% CLH Clean Harbors Inc. 9,303 $1.8M Reduce -32.5% PTC PTC Inc. 11,397 $1.8M Reduce -40.6% CP Canadian Pacific Kansas City 23,915 $1.7M New GPGI Gpgi Inc. filed as COMPOSECURE INC 151,440 $1.6M Reduce -30.7% ABNB Airbnb Inc. Class A 13,538 $1.6M New AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 4,606 $1.6M Reduce -75.3% GE General Electric filed as GE AEROSPACE 7,834 $1.6M Reduce -70.1% DKNG Draftkings Inc. Class A 44,123 $1.5M New XYZ Block Inc. 9,432 $512K Reduce -83.9% AVTR Avantor Inc. 11,242 $182K Reduce -30.4%
Options reported separately and not counted above: HYG puts ($19.7M), BX puts ($3.5M).
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ VRT Vertiv Holdings Co. Class A Sold out 0.00% −3.39 LHX L3HARRIS Technologies Inc. Sold out 0.00% −3.38 XYZ Block Inc. Reduce -83.9% 0.36% −3.07 AJG Arthur J Gallagher & Co. Reduce -75.3% 1.11% −2.54 COHR Coherent Corp. Sold out 0.00% −2.23 BWIN Baldwin Insurance Group Inc./ Reduce -65.2% 1.39% −2.02 GE General Electric Reduce -70.1% 1.09% −1.92 GLW Corning Inc. Reduce -46.8% 1.43% −1.32 PTC PTC Inc. Reduce -40.6% 1.23% −1.20 MSFT Microsoft Corp. Reduce -29.9% 2.03% −1.18 TMO Thermo Fisher Scientific Inc. Reduce -34.8% 2.01% −1.18 GPGI Gpgi Inc. Reduce -30.7% 1.15% −1.16 J Jacobs Solutions Inc. Reduce -25.7% 2.24% −1.05 V Visa Inc. Class A Reduce -39.8% 2.18% −1.04 BRO Brown & Brown Inc. Reduce -53.4% 1.33% −0.98 MMM 3M Co. Reduce -38.7% 2.32% −0.96 VLTO Veralto Corp. Reduce -25.8% 2.38% −0.93 CLH Clean Harbors Inc. Reduce -32.5% 1.28% −0.91 GOOGL Alphabet Inc. Class A Reduce -6.3% 2.75% −0.80 CRM Salesforce Inc. Reduce -6.4% 2.19% −0.69 FLEX Flex Ltd. Reduce -2.1% 3.23% −0.55 AZPN Aspen Technology Inc. Sold out 0.00% −0.35 GEHC GE Healthcare Technology Reduce -11.4% 3.79% −0.30 NDAQ Nasdaq Inc. Reduce -6.4% 3.49% −0.26 IQV Iqvia Holdings Inc. Sold out 0.00% −0.16 AVTR Avantor Inc. Reduce -30.4% 0.13% −0.11 ICE Intercontinental Exchange Inc. Reduce -13.5% 3.46% +0.05 FISV Fiserv Inc. Reduce -6.0% 4.30% +0.10 WRB WR Berkley Corp. Reduce -7.8% 3.99% +0.47
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ SBAC SBA Communications Corp. New 3.35% +3.35 CNP Centerpoint Energy Inc. New 2.98% +2.98 AEE Ameren Corporation New 2.78% +2.78 PWR Quanta Services Inc. Add +209.8% 4.43% +2.68 BN Brookfield Corp. New 2.53% +2.53 LPLA LPL Financial Holdings Inc. New 2.47% +2.47 GWRE Guidewire Software Inc. New 2.46% +2.46 SSNC Ss&c Technologies Holdings New 2.32% +2.32 RVTY Revvity Inc. New 1.69% +1.69 NXT Nextpower Inc. New 1.63% +1.63 UBER Uber Technologies Inc. New 1.51% +1.51 FFIV F5 Inc. Add +52.7% 3.65% +1.42 CP Canadian Pacific Kansas City New 1.17% +1.17 ABNB Airbnb Inc. Class A New 1.13% +1.13 DKNG Draftkings Inc. Class A New 1.02% +1.02 PSN Parsons Corp. Add +94.2% 4.27% +0.89 AVGO Broadcom Inc. Add +92.8% 2.81% +0.82 META Meta Platforms Inc. Class A Add +11.7% 3.64% +0.37 AMZN Amazon.com Inc. Add +8.7% 3.32% −0.16
Options Activity Q4 2024 → Q1 2025 Security Type Change vs Q4 2024 Underlying Shares Value ▼ HYG Ishr Ibx Usd Hiyld CB ETF-Ui put New 250,000 $19.7M BX Blackstone Inc. put New 25,000 $3.5M
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