Otter Creek Focus StrategyOCFSETF
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$23.91avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Otter Creek Focus Strategy (OCFS) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Comerica Bank ($277K) and Goldman Sachs Group Inc. ($236K).
- Company
- Otter Creek Focus Strategy
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q1 2025)
- CUSIP
- 74316P595
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $236K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 9,880 shares bought, net +9,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Comerica Bank | 0.00% | No change | 11,603 | $277K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,880 | $236K |
"% of holder's portfolio" is OCFS's weight in each manager's 13F, not the share of Otter Creek Focus Strategy the manager owns.