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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 7 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RGLD ROYAL GOLD INC Basic Materials 55.0 $11K 0.00% -15.0 -21.4% $199.62 +31.0%
122 CG CARLYLE GROUP INC Financial Services 255.0 $11K 0.00% -110.0 -30.1% $42.11 +14.9%
123 IRT INDEPENDENCE RLTY TR INC Real Estate 625.0 $10K 0.00% -210.0 -25.1% $16.69 -3.1%
124 CNA CNA FINL CORP Financial Services 210.0 $10K 0.00% -280.0 -57.1% $48.61 -0.1%
125 LKQ LKQ CORP Consumer Cyclical 380.0 $10K 0.00% -791.0 -67.5% $26.33 -4.7%
126 SBAC SBA COMMUNICATIONS CORP Real Estate 55.0 $10K 0.00% -20.0 -26.7% $176.47 +7.5%
127 KHC KRAFT HEINZ CO Consumer Defensive 385.0 $9K 0.00% -310.0 -44.6% $23.62 +8.7%
128 REXR REXFORD INDL RLTY INC Real Estate 255.0 $9K 0.00% -105.0 -29.2% $33.50 +10.6%
129 PAYC PAYCOM SOFTWARE INC Technology 65.0 $8K 0.00% -65.0 -50.0% $125.69 +90.2%
130 COLB COLUMBIA BKG SYS INC Financial Services 245.0 $8K 0.00% -35.0 -12.5% $32.05 -7.5%
131 ACM AECOM Industrials 110.0 $8K 0.00% -3.0 -2.6% $69.80 -3.4%
132 DOC HEALTHPEAK PROPERTIES INC Real Estate 356.0 $8K 0.00% -25.0 -6.6% $21.40 -2.7%
133 DOCU DOCUSIGN INC Technology 170.0 $8K 0.00% -105.0 -38.2% $44.42 +49.2%
134 SSNC SS&C TECH HLDGS Technology 113.0 $7K 0.00% -150.0 -57.0% $62.05 +33.7%
135 DOX AMDOCS LTD Technology 135.0 $7K 0.00% -135.0 -50.0% $50.54 +24.8%
136 RYANAIR HOLDINGS PLC 99.0 $6K 0.00% -96.0 -49.2% $64.76
137 HUBS HUBSPOT INC Technology 35.0 $6K 0.00% -20.0 -36.4% $182.51 +43.2%
138 BROOKFIELD ASSET MANAGMT LTD 140.0 $6K 0.00% -210.0 -60.0% $44.85
139 PCTY PAYLOCITY HLDG CORP Technology 60.0 $6K 0.00% -20.0 -25.0% $104.53 +53.3%
140 WTRG ESSENTIAL UTILS INC Utilities 160.0 $6K 0.00% -200.0 -55.6% $38.31 +7.5%
Page 7 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%