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Portfolio (Quarterly) Guide ↗

Owl Creek Wealth Partners LLC

· CIK 0002133805
13F Portfolio $342M AUM 1,289 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 125 New 509 Added 179 Reduced 74 Exited
Page 10 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INVH INVITATION HOMES INC Real Estate 2,210.0 $67K 0.02% +690.0 +45.4% $30.21 -3.5%
182 NOC NORTHROP GRUMMAN CORP Industrials 129.0 $66K 0.02% +50.0 +63.3% $509.31 +6.0%
183 CTAS CINTAS CORP Industrials 385.0 $65K 0.02% +150.0 +63.8% $170.08 +18.6%
184 SCCO SOUTHERN COPPER CORP Basic Materials 372.0 $65K 0.02% +21.0 +6.0% $174.26 +19.9%
185 OXY OCCIDENTAL PETE CORP Energy 1,321.0 $64K 0.02% +110.0 +9.1% $48.57 +23.9%
186 IDXX IDEXX LABS INC Healthcare 121.0 $64K 0.02% +5.0 +4.3% $526.45 +5.7%
187 AMT AMERICAN TOWER CORP Real Estate 382.0 $62K 0.02% +47.0 +14.0% $163.57 +7.4%
188 AMKR AMKOR TECHNOLOGY INC Technology 719.0 $62K 0.02% +60.0 +9.1% $86.23 -45.1%
189 LITE LUMENTUM HLDGS INC Technology 72.0 $62K 0.02% +12.0 +20.0% $858.07 +6.6%
190 GWW WW GRAINGER INC Industrials 45.0 $61K 0.02% +1.0 +2.3% $1360.40 -3.7%
191 HAL HALLIBURTON CO Energy 1,770.0 $60K 0.02% +100.0 +6.0% $33.95 +8.5%
192 HBAN HUNTINGTON BANCSHARES INC Financial Services 3,382.0 $60K 0.02% +55.0 +1.6% $17.73 -5.9%
193 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 619.0 $59K 0.02% +20.0 +3.3% $96.12 -52.2%
194 ROST ROSS STORES INC Consumer Cyclical 279.0 $59K 0.02% +10.0 +3.7% $212.85 +7.4%
195 PCAR PACCAR INC Industrials 493.0 $59K 0.02% +20.0 +4.2% $120.12 +3.3%
196 TPR TAPESTRY INC Consumer Cyclical 402.0 $59K 0.02% +5.0 +1.3% $146.38 -15.7%
197 NI NISOURCE INC Utilities 1,228.0 $58K 0.02% +1K +443.4% $47.55 -13.9%
198 DFAX DIMENSIONAL ETF TRUST 1,565.0 $58K 0.02% +16.0 +1.0% $36.84 +3.5%
199 FORM FORMFACTOR INC Technology 360.0 $58K 0.02% +5.0 +1.4% $159.93 -37.1%
200 BX BLACKSTONE INC Financial Services 485.0 $57K 0.02% +82.0 +20.4% $117.67 +21.7%
Page 10 of 26  ·  509 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.4%
Financial Services 17.7%
Consumer Cyclical 9.4%
Healthcare 9.2%
Industrials 8.0%
Communication Services 7.1%
Consumer Defensive 4.1%
Energy 2.8%
Utilities 2.3%
Basic Materials 2.0%