13F HOLDINGS REPORT
Otter Creek Advisors, LLC
Quarter ended Q3 2024 · Filed November 12, 2024 · Accession 0001172661-24-004541
Total Value
$157.6M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PARSONS CORP DEL | PSN | 80,848 | $8.4M | 5.32% |
| 2 | QUANTA SVCS INC | 74762E102 | 27,444 | $8.2M | 5.19% |
| 3 | VERTIV HOLDINGS CO | VRT | 77,923 | $7.8M | 4.92% |
| 4 | COHERENT CORP | COHR | 80,953 | $7.2M | 4.57% |
| 5 | THE BALDWIN INSURANCE GRP IN | 05589G102 | 138,275 | $6.9M | 4.37% |
| 6 | TETRA TECH INC NEW | TTEK | 144,660 | $6.8M | 4.33% |
| 7 | HUBBELL INC | HUBB | 13,867 | $5.9M | 3.77% |
| 8 | META PLATFORMS INC | META | 9,900 | $5.7M | 3.59% |
| 9 | BERKLEY W R CORP | WRB-PH | 99,283 | $5.6M | 3.57% |
| 10 | AVANTOR INC | AVTR | 213,098 | $5.5M | 3.50% |
| 11 | ASPEN TECHNOLOGY INC | 29109X106 | 22,505 | $5.4M | 3.41% |
| 12 | FISERV INC | FISV | 29,627 | $5.3M | 3.38% |
| 13 | ALPHABET INC | GOOG | 32,003 | $5.3M | 3.37% |
| 14 | DYNATRACE INC | DT | 98,533 | $5.3M | 3.34% |
| 15 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 53,996 | $5.1M | 3.21% |
| 16 | 3M CO | MMM | 36,038 | $4.9M | 3.12% |
| 17 | AMAZON COM INC | AMZN | 26,062 | $4.9M | 3.08% |
| 18 | GALLAGHER ARTHUR J & CO | 363576109 | 17,200 | $4.8M | 3.07% |
| 19 | GE AEROSPACE | 369604301 | 24,734 | $4.7M | 2.96% |
| 20 | EATON CORP PLC | ETN | 13,960 | $4.6M | 2.93% |
| 21 | MICROSOFT CORP | MSFT | 10,699 | $4.6M | 2.92% |
| 22 | BROADCOM INC | AVGO | 25,910 | $4.5M | 2.84% |
| 23 | VERALTO CORP | VLTO | 36,994 | $4.1M | 2.62% |
| 24 | BROWN & BROWN INC | BRO | 39,213 | $4.1M | 2.58% |
| 25 | CLEAN HARBORS INC | CLH | 16,055 | $3.9M | 2.46% |
| 26 | CORNING INC | GLW | 83,663 | $3.8M | 2.40% |
| 27 | PTC INC | PTC | 19,101 | $3.5M | 2.19% |
| 28 | NEXTRACKER INC | NXT | 89,097 | $3.3M | 2.12% |
| 29 | FLEX LTD | FLEX | 89,684 | $3.0M | 1.90% |
| 30 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 16,436 | $2.6M | 1.67% |
| 31 | HMN FINL INC | 40424G108 | 22,308 | $622,393 | 0.39% |
| 32 | L3HARRIS TECHNOLOGIES INC | LHX | 1,884 | $448,147 | 0.28% |
| 33 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 27,593 | $389,890 | 0.25% |
| 34 | IQVIA HLDGS INC | IQV | 1,454 | $344,556 | 0.22% |
| 35 | NEXTERA ENERGY PARTNERS LP | NEE-PW | 9,135 | $252,309 | 0.16% |