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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 30 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 AUB ATLANTIC UN BANKSHARES CORP Financial Services 569.0 $24K 0.01% $42.31 -6.6%
582 TS TENARIS S A Energy 432.0 $24K 0.01% $55.49 +2.0%
583 CF CF INDUSTRIES HOLD Basic Materials 221.0 $24K 0.01% $108.26 +25.3%
584 NTRA NATERA INC Healthcare 88.0 $24K 0.01% +5.0 +6.0% $271.45 +18.2%
585 ZION ZIONS BANCORPORATION NATL AS Financial Services 345.0 $24K 0.01% $69.19 -4.1%
586 CASY CASEYS GEN STORES INC Consumer Cyclical 30.0 $24K 0.01% $794.80 -3.5%
587 HRB BLOCK H & R INC Consumer Cyclical 624.0 $24K 0.01% -110.0 -15.0% $38.08 +33.7%
588 CBC CENTRAL BANCOMPANY Financial Services 780.0 $24K 0.01% NEW $30.38 +3.8%
589 AFRM AFFIRM HLDGS INC Technology 290.0 $24K 0.01% $81.55 -14.2%
590 AVTR AVANTOR INC Healthcare 2,380.0 $24K 0.01% +1K +82.4% $9.90 +43.4%
591 PSA PUBLIC STORAGE Real Estate 74.0 $24K 0.01% +5.0 +7.2% $318.31 -4.9%
592 TYL TYLER TECHNOLOGIES INC Technology 80.0 $23K 0.01% +27.0 +50.9% $292.46 +28.7%
593 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,346.0 $23K 0.01% $17.35 -10.4%
594 PKG PACKAGING CORP AMER Consumer Cyclical 98.0 $23K 0.01% +5.0 +5.4% $238.29 -3.8%
595 XPO XPO INC Industrials 113.0 $23K 0.01% +5.0 +4.6% $205.29 -9.8%
596 DTE DTE ENERGY CO Utilities 152.0 $23K 0.01% +10.0 +7.0% $152.38 -10.7%
597 GMAB GENMAB A/S Healthcare 842.0 $23K 0.01% -40.0 -4.5% $27.47 +21.2%
598 BLKB BLACKBAUD INC Technology 780.0 $23K 0.01% NEW $29.62 +61.3%
599 CRWV COREWEAVE INC Technology 230.0 $23K 0.01% NEW $99.54 -17.8%
600 MDT MEDTRONIC PLC Healthcare 292.0 $23K 0.01% -92.0 -24.0% $78.30 +17.5%
Page 30 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%