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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 5 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GMAB GENMAB A/S Healthcare 842.0 $23K 0.01% -40.0 -4.5% $27.47 +20.7%
82 MDT MEDTRONIC PLC Healthcare 292.0 $23K 0.01% -92.0 -24.0% $78.30 +15.8%
83 DASH DOORDASH INC Communication Services 123.0 $23K 0.01% -25.0 -16.9% $184.54 +25.6%
84 TECH BIO-TECHNE CORP Healthcare 315.0 $22K 0.01% -80.0 -20.2% $70.65 +2.3%
85 ALC ALCON AG Healthcare 325.0 $22K 0.01% -429.0 -56.9% $67.10 +7.4%
86 COIN COINBASE GLOBAL INC Financial Services 149.0 $22K 0.01% -43.0 -22.4% $146.19 +28.7%
87 HLN HALEON PLC Healthcare 2,230.0 $21K 0.01% -889.0 -28.5% $9.33 +7.5%
88 XYL XYLEM INC Industrials 175.0 $21K 0.01% -25.0 -12.5% $118.21 -6.9%
89 EQT EQT CORP Energy 370.0 $20K 0.01% -55.0 -12.9% $53.17 +1.9%
90 ZTS ZOETIS INC Healthcare 270.0 $19K 0.01% -2.0 -0.7% $71.86 +7.3%
91 DT DYNATRACE INC Technology 438.0 $19K 0.01% -540.0 -55.2% $43.91 +24.3%
92 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 252.0 $19K 0.01% -63.0 -20.0% $74.81 -3.4%
93 CORPAY INC 54.0 $18K 0.01% -9.0 -14.3% $333.28
94 WY WEYERHAEUSER CO Real Estate 745.0 $18K 0.01% -10.0 -1.3% $23.94 -2.4%
95 NEWSMAX INC 2,140.0 $18K 0.01% -300.0 -12.3% $8.28
96 RTO RENTOKIL INITIAL PLC Industrials 610.0 $17K 0.01% -18.0 -2.9% $28.61 -16.9%
97 CPRT COPART INC Industrials 606.0 $17K 0.01% -709.0 -53.9% $28.19 +17.0%
98 CME CME GROUP INC Financial Services 77.0 $17K 0.01% -170.0 -68.8% $220.83 +29.3%
99 EFX EQUIFAX INC Industrials 106.0 $17K 0.01% -66.0 -38.4% $158.73 +19.2%
100 PHG KONINKLIJKE PHILIPS N V Healthcare 609.0 $17K 0.01% -300.0 -33.0% $27.19 -2.3%
Page 5 of 9  ·  179 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%