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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 29 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FTAI AVIATION LTD 95.0 $26K 0.01% $270.54
562 RKLB ROCKET LAB CORP Industrials 250.0 $25K 0.01% +60.0 +31.6% $101.65 -38.5%
563 PPG PPG INDS INC Basic Materials 209.0 $25K 0.01% -5.0 -2.3% $121.29 -9.6%
564 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 855.0 $25K 0.01% $29.53 -4.3%
565 GPC GENUINE PARTS CO Consumer Cyclical 213.0 $25K 0.01% +165.0 +343.8% $117.98 +14.3%
566 SYY SYSCO CORP Consumer Defensive 300.0 $25K 0.01% +75.0 +33.3% $83.58 -1.8%
567 CINF CINCINNATI FINL CORP Financial Services 135.0 $25K 0.01% +5.0 +3.9% $185.14 -8.0%
568 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 223.0 $25K 0.01% +10.0 +4.7% $111.79 -11.3%
569 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 660.0 $25K 0.01% +225.0 +51.7% $37.76 +12.1%
570 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 210.0 $25K 0.01% $118.53 -27.5%
571 HRL HORMEL FOODS CORP Consumer Defensive 1,000.0 $25K 0.01% +375.0 +60.0% $24.82 -11.4%
572 FSLR FIRST SOLAR INC Energy 105.0 $25K 0.01% $235.96 -15.4%
573 Z ZILLOW GROUP INC Communication Services 775.0 $24K 0.01% +535.0 +222.9% $31.52 +6.1%
574 PYPL PAYPAL HLDGS INC Financial Services 565.0 $24K 0.01% -5.0 -0.9% $43.18 +21.4%
575 NU NU HLDGS LTD Financial Services 1,825.0 $24K 0.01% +75.0 +4.3% $13.36 +8.2%
576 CHRW C H ROBINSON WORLDWIDE IN Industrials 129.0 $24K 0.01% +5.0 +4.0% $188.34 -21.5%
577 CBSH COMMERCE BANCSHARES INC Financial Services 420.0 $24K 0.01% +120.0 +40.0% $57.75 -1.1%
578 KR KROGER CO Consumer Defensive 435.0 $24K 0.01% -10.0 -2.2% $55.53 +4.3%
579 OKTA OKTA INC Technology 177.0 $24K 0.01% +40.0 +29.2% $136.45 +22.0%
580 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 268.0 $24K 0.01% $90.01 +56.3%
Page 29 of 65  ·  1,289 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%