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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 6 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KN KNOWLES CORP Technology 25.0 $1K NEW $41.48 -17.6%
102 TREX TREX INC Industrials 20.0 $1K NEW $50.05 -8.9%
103 ATI ATI INC Industrials 5.0 $986.0 NEW $197.20 +3.5%
104 RXO RXO INC Industrials 35.0 $966.0 NEW $27.60 -23.0%
105 QXO QXO INC Industrials 55.0 $951.0 NEW $17.29 -23.2%
106 HST HOST HOTELS & RESORTS INC Real Estate 40.0 $949.0 NEW $23.73 -7.6%
107 TTMI TTM TECHNOLOGIES INC Technology 5.0 $936.0 NEW $187.20 -36.5%
108 ASB ASSOCIATED BANC-CORP Financial Services 30.0 $924.0 NEW $30.80 -0.6%
109 DXC DXC TECHNOLOGY CO Technology 100.0 $885.0 NEW $8.85 +27.7%
110 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 25.0 $878.0 NEW $35.12 -0.8%
111 RDDT REDDIT INC Communication Services 5.0 $868.0 NEW $173.60 -14.9%
112 NVT NVENT ELEC PLC Industrials 5.0 $849.0 NEW $169.80 -11.2%
113 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 110.0 $840.0 NEW $7.64 -15.4%
114 CDE COEUR MNG INC Basic Materials 45.0 $735.0 NEW $16.33 +27.2%
115 WLK WESTLAKE CORPORATION Basic Materials 10.0 $730.0 NEW $73.00 +2.8%
116 TKR TIMKEN CO Industrials 5.0 $727.0 NEW $145.40 -17.2%
117 BWA BORGWARNER INC Consumer Cyclical 10.0 $664.0 NEW $66.40 -3.4%
118 RMBS RAMBUS INC DEL Technology 5.0 $664.0 NEW $132.80 -34.7%
119 NEXTPOWER INC 5.0 $596.0 NEW $119.20
120 HUT 8 CORP 5.0 $578.0 NEW $115.60
Page 6 of 7  ·  125 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%