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Otter Creek Advisors, LLC
Otter Creek Advisors, LLC is a SEC-registered investment adviser headquartered in Palm Beach Gardens, Florida. Founded in 2014, the firm employs approximately 5 staff members and manages investment portfolios for institutional and individual investors. The firm specializes in long/short equity strategies and is focused on generating consistent returns through active portfolio management.
Investment Strategy
Otter Creek Advisors, LLC primarily utilizes a long/short equity approach, seeking to capitalize on both rising and falling markets by holding long positions in undervalued securities and short positions in overvalued ones. The strategy focuses on fundamental research and risk management, often concentrating positions in financials and liquid treasury securities. The objective is to achieve risk-adjusted returns regardless of market direction through flexible and opportunistic allocation within equities and fixed income.
Latest 13F Filing Activity
Otter Creek Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 37 equity positions and 1 options positions with a total 13F market value of $141M. The fund increased holdings in Vertiv Holdings Co., L3harris Technologies Inc., Take-two Interactive Softwar among other positions. Otter Creek Advisors, LLC reduced exposure to Fiserv Inc., Centerpoint Energy Inc., Ameren Corp. among others.
Top Holdings
Equity Positions (37)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VRT | VERTIV HOLDINGS CO | 3.86% | $5.4M | 42,436 | $128.41 | $128.41 | +$5.4M |
F FLEX | FLEX LTD | 3.59% | $5.1M | 101,508 | $33.04 | $49.92 | +$428.8K |
C CMPO | COMPOSECURE INC | 3.47% | $4.9M | 347,364 | $13.49 | $14.09 | +$3.2M |
L LPLA | LPL FINL HLDGS INC | 3.37% | $4.8M | 12,693 | $334.10 | $374.97 | +$1.2M |
C CRM | SALESFORCE INC | 3.35% | $4.7M | 17,325 | $314.41 | $272.69 | +$1.6M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | New | Put | $7.9M | 500 | $157.99 | $157.99 | +500 | +$7.9M |
Industry Allocation
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