- New Purchases: UTX, KEX, MTN,
- Added Positions: NEP, NEM, EBAY,
- Reduced Positions: BRK.B, LDOS, TRMB, FLIR, AWK, SJW, ZBH, SBCF, CSFL, TMO, ABT, NTR, JEC, ETFC, HRS, SCHW, ASH, KLXE, MSFT, PYPL, PCH, DIS, CVGW,
- Sold Out: ARMK, ADM, LUV, WMT,
For the details of Otter Creek Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/otter+creek+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Otter Creek Advisors, LLC- BlackRock Inc (BLK) - 56,100 shares, 7.30% of the total portfolio.
- T. Rowe Price Group Inc (TROW) - 173,400 shares, 5.28% of the total portfolio.
- Alibaba Group Holding Ltd (BABA) - 84,300 shares, 4.68% of the total portfolio.
- McDonald's Corp (MCD) - 77,000 shares, 4.45% of the total portfolio.
- Stifel Financial Corp (SF) - 245,500 shares, 3.94% of the total portfolio.
Otter Creek Advisors, LLC initiated holding in United Technologies Corp. The purchase prices were between $103.48 and $128.89, with an estimated average price of $120.52. The stock is now traded at around $134.15. The impact to a portfolio due to this purchase was 1.09%. The holding were 27,827 shares as of .
New Purchase: Kirby Corp (KEX)Otter Creek Advisors, LLC initiated holding in Kirby Corp. The purchase prices were between $66.6 and $78.77, with an estimated average price of $72.81. The stock is now traded at around $84.64. The impact to a portfolio due to this purchase was 1.04%. The holding were 45,668 shares as of .
New Purchase: Vail Resorts Inc (MTN)Otter Creek Advisors, LLC initiated holding in Vail Resorts Inc. The purchase prices were between $180.81 and $220.53, with an estimated average price of $204.15. The stock is now traded at around $222.10. The impact to a portfolio due to this purchase was 0.9%. The holding were 13,581 shares as of .
Added: NextEra Energy Partners LP (NEP)Otter Creek Advisors, LLC added to a holding in NextEra Energy Partners LP by 20.68%. The purchase prices were between $39.74 and $47.48, with an estimated average price of $43.4. The stock is now traded at around $45.75. The impact to a portfolio due to this purchase was 0.41%. The holding were 169,285 shares as of .
Sold Out: Aramark (ARMK)Otter Creek Advisors, LLC sold out a holding in Aramark. The sale prices were between $28.68 and $33.81, with an estimated average price of $31.01.
Sold Out: Archer-Daniels Midland Co (ADM)Otter Creek Advisors, LLC sold out a holding in Archer-Daniels Midland Co. The sale prices were between $40.77 and $44.9, with an estimated average price of $42.75.
Sold Out: Southwest Airlines Co (LUV)Otter Creek Advisors, LLC sold out a holding in Southwest Airlines Co. The sale prices were between $45.61 and $58.29, with an estimated average price of $52.72.
Sold Out: Walmart Inc (WMT)Otter Creek Advisors, LLC sold out a holding in Walmart Inc. The sale prices were between $92.86 and $102.2, with an estimated average price of $97.26.
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