Otter Creek Advisors, LLC Buys The Walt Disney Co, TJX Inc, Azenta Inc, Sells Qorvo Inc, PayPal Holdings Inc, BRP Group Inc

• New Purchases: DIS, TJX, AZTA, RH,
• Added Positions: ORCC, IESC, GOOGL, IMUX, RADI,
• Reduced Positions: BRP, ETWO, CLVT, ZBRA, HOLX, AMRC, ETN, PWR, J, LPLA, VRT, ADI, AVTR, LUV, NEP, OWL, JCI, IQV, BLL,
• Sold Out: QRVO, PYPL, TRMB, IT,

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

1. Rollins Inc (ROL) - 200,000 shares, 4.43% of the total portfolio.
2. Piper Sandler Cos (PIPR) - 37,500 shares, 4.33% of the total portfolio.
3. Avantor Inc (AVTR) - 119,236 shares, 3.25% of the total portfolio. Shares reduced by 14.07%
4. iShares Russell 2000 Value ETF (IWN) - 30,000 shares, 3.22% of the total portfolio.
5. BRP Group Inc (BRP) - 135,242 shares, 3.16% of the total portfolio. Shares reduced by 41.3%

Otter Creek Advisors, LLC initiated holding in The Walt Disney Co. The purchase prices were between $142.15 and $177.71, with an estimated average price of $161. The stock is now traded at around $142.020000. The impact to a portfolio due to this purchase was 3.01%. The holding were 30,000 shares as of 2021-12-31.

Otter Creek Advisors, LLC initiated holding in TJX Companies Inc. The purchase prices were between $62.97 and $75.92, with an estimated average price of $69.51. The stock is now traded at around $69.180000. The impact to a portfolio due to this purchase was 2.75%. The holding were 56,000 shares as of 2021-12-31.

Otter Creek Advisors, LLC initiated holding in Azenta Inc. The purchase prices were between $92.98 and $124.15, with an estimated average price of $108.48. The stock is now traded at around $86.300000. The impact to a portfolio due to this purchase was 2.27%. The holding were 34,022 shares as of 2021-12-31.

Otter Creek Advisors, LLC initiated holding in RH. The purchase prices were between $527.42 and $689.63, with an estimated average price of $613.5. The stock is now traded at around $404.070000. The impact to a portfolio due to this purchase was 0.52%. The holding were 1,500 shares as of 2021-12-31.

Otter Creek Advisors, LLC added to a holding in Owl Rock Capital Corp by 32.45%. The purchase prices were between $13.88 and $14.73, with an estimated average price of $14.3. The stock is now traded at around $14.780000. The impact to a portfolio due to this purchase was 0.67%. The holding were 300,000 shares as of 2021-12-31.

Otter Creek Advisors, LLC added to a holding in IES Holdings Inc by 28.19%. The purchase prices were between $45.68 and $55.2, with an estimated average price of $50.2. The stock is now traded at around $42.760000. The impact to a portfolio due to this purchase was 0.46%. The holding were 63,161 shares as of 2021-12-31.

Otter Creek Advisors, LLC sold out a holding in Qorvo Inc. The sale prices were between $146.1 and $178.12, with an estimated average price of $158.62.

Otter Creek Advisors, LLC sold out a holding in PayPal Holdings Inc. The sale prices were between $179.32 and $271.7, with an estimated average price of $214.83.

Otter Creek Advisors, LLC sold out a holding in Trimble Inc. The sale prices were between $80.38 and $89.28, with an estimated average price of $85.91.

Otter Creek Advisors, LLC sold out a holding in Gartner Inc. The sale prices were between $301.06 and $339.69, with an estimated average price of $321.91.