Otter Creek Management Inc

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Otter Creek Management Inc
CRD #127397
SEC #801-62535
CIK #0001270014, 0001226779
AUM
Employees 6 (50% Investors, 0% Brokers)
Phone561-832-4110
Address11300 US Highway 1
Palm Beach Gardens, FL 33408
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
70056042028014002003201020172024
CIK Period
0001270014 0001226779
Sector Form 13F Holdings Value ($M)
Anheuser-Busch Inbev Sa/Nv 5.8
Papa Johns International Inc 3.9
Amazon Com Inc 3.6
Tesla Motors Inc 3.2
Seacoast Banking Corp of Florida 2.7
SPDR Gold Trust 2.6
Skechers USA Inc 2.5
Old Republic International Corp 2.4
Align Technology Inc 2.3
Paypal Holdings Inc 2.3
Kraft Foods Inc 2.3
Aramark Holdings Corp 2.2
O Reilly Automotive Inc 2.1
MGIC Investment Corp 2.0
H&R Block Inc 2.0
Simon Property Group Inc /DE/ 1.8
Expedia Inc 1.6
Stifel Financial Corp 1.6
General Electric Co 1.6
Alphabet Inc 1.6
Limoneira Co 1.6
Bank of New York Mellon Corp 1.5
Thermo Fisher Scientific Inc 1.5
Calavo Growers Inc 1.5
Western Union Co 1.5
 
 
 
 
 
 
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Type Form D Funds Date Sold ($M) AUM ($M)
HF Otter Creek International Ltd [2012-03-12] 110.5 17.3
HF Otter Creek Partners I LP [2012-03-12] 86.6 54.0
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2 71.3
By Discretionary
Discretionary 2 71.3
Non-Discretionary 0 0.0
Total 2 71.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 71.3
Total 2 71.3
Form D Directors # Filings # Firms 2011 - 2025
Oskar Lewnowski 29
R Long 2
Roger Long 2
James Simcoke 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001226779]
3 [0001226779]
3 [0001270014]
Form 3/4/5 Subject 2011 - 2025
Community Financial Shares Inc
Otter Creek Partners I LP
Otter Creek Management Inc
Otter Creek International Ltd
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