Otter Creek Focus StrategyOCFSETF
13F holders, Q2 2025 (June 30)2holders
1new positions
1sold out
$26.93avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Otter Creek Focus Strategy (OCFS) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Comerica Bank ($301K) and UBS Group AG ($66K).
- Company
- Otter Creek Focus Strategy
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q2 2025)
- CUSIP
- 74316P595
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $66K |
| Exits | 1 | $236K |
All 13F filers, Q1 2025 → Q2 2025: 2,435 shares bought and 10,296 shares sold, net −7,861 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Comerica Bank | 0.00% | Reduce -3.6% | 11,187 | $301K |
| UBS Group AG | 0.00% | New | 2,435 | $66K |
"% of holder's portfolio" is OCFS's weight in each manager's 13F, not the share of Otter Creek Focus Strategy the manager owns.