Otter Creek Focus StrategyOCFSETF
13F holders, Q3 2025 (September 30)2holders
0new positions
0sold out
$28.16avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Otter Creek Focus Strategy (OCFS) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holders were Comerica Bank ($232K) and UBS Group AG ($44K).
- Company
- Otter Creek Focus Strategy
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q3 2025)
- CUSIP
- 74316P595
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 3,800 shares sold, net −3,800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Comerica Bank | 0.00% | Reduce -26.3% | 8,246 | $232K |
| UBS Group AG | 0.00% | Reduce -35.3% | 1,576 | $44K |
"% of holder's portfolio" is OCFS's weight in each manager's 13F, not the share of Otter Creek Focus Strategy the manager owns.