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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 26 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 HPQ HP INC Technology 133.0 $3K 0.00% +90.0 +209.3% $21.95 +37.9%
502 VRNS VARONIS SYS INC Technology 60.0 $3K 0.00% +50.0 +500.0% $41.97 +4.2%
503 ANGLOGOLD ASHANTI PLC 30.0 $2K 0.00% +20.0 +200.0% $80.90
504 BRKR BRUKER CORP Healthcare 40.0 $2K 0.00% +15.0 +60.0% $60.20 -4.5%
505 AA ALCOA CORP Basic Materials 45.0 $2K 0.00% +10.0 +28.6% $52.16 -4.4%
506 MOS MOSAIC CO Basic Materials 110.0 $2K 0.00% +25.0 +29.4% $21.19 +13.3%
507 ALLY ALLY FINL INC Financial Services 50.0 $2K 0.00% +20.0 +66.7% $45.96 -8.6%
508 ESTC ELASTIC N V Technology 35.0 $2K 0.00% +30.0 +600.0% $57.03 +68.4%
509 HUN HUNTSMAN CORP Basic Materials 150.0 $2K +120.0 +400.0% $10.62 -10.9%
Page 26 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%