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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 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FISV FISERV INC Technology 334.0 $16K 0.01% -542.0 -61.9% $49.05 +8.7%
102 DGX QUEST DIAGNOSTICS INC Healthcare 75.0 $16K 0.01% -5.0 -6.2% $211.96 +13.4%
103 ACN ACCENTURE PLC IRELAND Technology 124.0 $15K 0.01% -140.0 -53.0% $124.44 +52.5%
104 MTD METTLER TOLEDO INTERNATIONAL Healthcare 12.0 $15K 0.00% -9.0 -42.9% $1277.58 +10.0%
105 CHTR CHARTER COMMUNICATIONS INC Communication Services 105.0 $15K 0.00% -65.0 -38.2% $142.22 +7.2%
106 ROP ROPER TECHNOLOGIES INC Industrials 44.0 $15K 0.00% -372.0 -89.4% $338.41 +25.5%
107 ADSK AUTODESK INC Technology 72.0 $14K 0.00% -90.0 -55.6% $194.43 +33.0%
108 IOT SAMSARA INC Technology 430.0 $14K 0.00% -135.0 -23.9% $32.43 +26.0%
109 ALGN ALIGN TECHNOLOGY INC Healthcare 82.0 $14K 0.00% -5.0 -5.8% $168.67 -5.3%
110 COOPER COS INC 192.0 $14K 0.00% -25.0 -11.5% $71.71
111 CNM CORE & MAIN INC Industrials 281.0 $14K 0.00% -70.0 -19.9% $48.25 -11.0%
112 FICO FAIR ISAAC CORP Technology 11.0 $13K 0.00% -5.0 -31.2% $1194.82 -4.0%
113 LEN LENNAR CORP Consumer Cyclical 140.0 $13K 0.00% -36.0 -20.4% $90.49 -7.1%
114 CMCSA COMCAST CORP NEW Communication Services 515.0 $13K 0.00% -3K -84.3% $24.55 +8.4%
115 BBY BEST BUY INC Consumer Cyclical 166.0 $13K 0.00% -60.0 -26.6% $75.89 +5.6%
116 MGNI MAGNITE INC Communication Services 660.0 $13K 0.00% -285.0 -30.2% $18.98 +23.8%
117 CPNG COUPANG INC Consumer Cyclical 680.0 $12K 0.00% -40.0 -5.6% $17.37 -7.5%
118 MKL MARKEL GROUP INC Financial Services 6.0 $12K 0.00% -5.0 -45.5% $1953.17 -7.7%
119 LPLA LPL FINL HLDGS INC Financial Services 41.0 $12K 0.00% -15.0 -26.8% $281.68 +31.4%
120 IT GARTNER INC Technology 85.0 $11K 0.00% -260.0 -75.4% $129.62 +52.8%
Page 6 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%