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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 21 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CPB THE CAMPBELLS COMPANY Consumer Defensive 740.0 $16K 0.01% +470.0 +174.1% $22.27 +6.3%
402 GLOB GLOBANT S A Technology 565.0 $16K 0.01% +545.0 +2725.0% $28.94 +40.7%
403 LAMR LAMAR ADVERTISING CO Real Estate 102.0 $16K 0.01% +5.0 +5.2% $155.98 -4.5%
404 PCOR PROCORE TECHNOLOGIES INC Technology 390.0 $16K 0.01% +348.0 +828.6% $40.62 +54.4%
405 SOMNIGROUP INTERNATIONAL INC 200.0 $16K 0.01% +15.0 +8.1% $78.40
406 QIAGEN NV 399.0 $16K 0.01% +213.0 +114.5% $39.10
407 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 180.0 $15K 0.01% +80.0 +80.0% $86.09 +16.2%
408 IUSB ISHARES TR 335.0 $15K 0.01% +4.0 +1.2% $46.12 -1.4%
409 DECK DECKERS OUTDOOR CORP Consumer Cyclical 155.0 $15K 0.01% +10.0 +6.9% $99.29 -12.3%
410 USFD US FOODS HLDG CORP Consumer Defensive 150.0 $15K 0.00% +10.0 +7.1% $102.25 +2.5%
411 TPL TEXAS PACIFIC LAND CORPORATI Energy 35.0 $15K 0.00% +5.0 +16.7% $437.66 -14.5%
412 MMSI MERIT MED SYS INC Healthcare 220.0 $15K 0.00% +170.0 +340.0% $69.34 +30.7%
413 ONTO ONTO INNOVATION INC Technology 40.0 $15K 0.00% +10.0 +33.3% $378.45 -29.4%
414 BRBR BELLRING BRANDS INC Consumer Defensive 1,150.0 $15K 0.00% +1K +2200.0% $12.94 -16.8%
415 FOXA FOX CORP Communication Services 283.0 $15K 0.00% +75.0 +36.1% $52.16 +29.1%
416 ED CONSOLIDATED EDISON INC Utilities 133.0 $15K 0.00% +10.0 +8.1% $110.63 -3.3%
417 NVMI NOVA LTD Technology 27.0 $15K 0.00% +2.0 +8.0% $542.96 -35.8%
418 LVS LAS VEGAS SANDS CORP Consumer Cyclical 311.0 $14K 0.00% +20.0 +6.9% $46.19 -5.2%
419 ALGM ALLEGRO MICROSYSTEMS INC Technology 205.0 $14K 0.00% +60.0 +41.4% $69.62 -47.9%
420 HAS HASBRO INC Consumer Cyclical 172.0 $14K 0.00% +10.0 +6.2% $82.59 +13.9%
Page 21 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%