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Portfolio (Quarterly) Guide ↗

Owl Creek Wealth Partners LLC

· CIK 0002133805
13F Portfolio $281M AUM 1,239 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1239 New
Page 45 of 62  ·  1,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 VVV VALVOLINE INC Energy 215.0 $7K 0.00% NEW $33.68 -5.5%
882 GTLS CHART INDS INC Industrials 35.0 $7K 0.00% NEW $206.77 +1.5%
883 NXST NEXSTAR MEDIA GROUP INC Communication Services 40.0 $7K 0.00% NEW $180.85 -1.7%
884 FIRST FNDTN INC 1,225.0 $7K 0.00% NEW $5.90
885 PRVA PRIVIA HEALTH GROUP INC Healthcare 350.0 $7K 0.00% NEW $20.57 +0.3%
886 FNF FIDELITY NATL FINL INC Financial Services 155.0 $7K 0.00% NEW $46.38 -0.7%
887 SLGN SILGAN HLDGS INC Consumer Cyclical 185.0 $7K 0.00% NEW $38.80 +6.7%
888 AX AXOS FINANCIAL INC Financial Services 84.0 $7K 0.00% NEW $85.10 +11.3%
889 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 140.0 $7K 0.00% NEW $50.80 -6.0%
890 COLD AMERICOLD REALTY TRUST INC Real Estate 620.0 $7K 0.00% NEW $11.46 +28.6%
891 SCI SERVICE CORP INTL Consumer Cyclical 85.0 $7K 0.00% NEW $82.52 -1.3%
892 TTD THE TRADE DESK INC Technology 309.0 $7K 0.00% NEW $22.69 -39.3%
893 CUBE CUBESMART Real Estate 190.0 $7K 0.00% NEW $36.65 +8.4%
894 HLNE HAMILTON LANE INC Financial Services 70.0 $7K 0.00% NEW $99.40 +3.6%
895 TECHNIPFMC PLC 100.0 $7K 0.00% NEW $69.13
896 AIT APPLIED INDL TECHNOLOGIES IN Industrials 26.0 $7K 0.00% NEW $265.35 +20.3%
897 VERX VERTEX INC Technology 580.0 $7K 0.00% NEW $11.89 +16.3%
898 TOST TOAST INC Technology 260.0 $7K 0.00% NEW $26.51 +26.7%
899 VNO VORNADO RLTY TR Real Estate 265.0 $7K 0.00% NEW $25.99 +41.0%
900 STAG STAG INDUSTRIAL INC Real Estate 190.0 $7K 0.00% NEW $36.06 +4.4%
Page 45 of 62  ·  1,239 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 30.4%
Financial Services 18.6%
Consumer Cyclical 9.8%
Healthcare 9.5%
Industrials 8.0%
Communication Services 7.8%
Consumer Defensive 4.5%
Energy 4.5%
Utilities 2.5%
Basic Materials 2.3%