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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 37 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CHTR CHARTER COMMUNICATIONS INC Communication Services 105.0 $15K 0.00% -65.0 -38.2% $142.22 +2.8%
722 ROP ROPER TECHNOLOGIES INC Industrials 44.0 $15K 0.00% -372.0 -89.4% $338.41 +23.6%
723 BRBR BELLRING BRANDS INC Consumer Defensive 1,150.0 $15K 0.00% +1K +2200.0% $12.94 -20.3%
724 BMNR BITMINE IMMERSION TECHS INC Financial Services 1,110.0 $15K 0.00% NEW $13.31 +75.6%
725 FOXA FOX CORP Communication Services 283.0 $15K 0.00% +75.0 +36.1% $52.16 +26.4%
726 CENCORA INC 52.0 $15K 0.00% NEW $282.98
727 ED CONSOLIDATED EDISON INC Utilities 133.0 $15K 0.00% +10.0 +8.1% $110.63 -2.6%
728 TDY TELEDYNE TECHNOLOGIES INC Technology 22.0 $15K 0.00% $666.91 -8.5%
729 NVMI NOVA LTD Technology 27.0 $15K 0.00% +2.0 +8.0% $542.96 -37.8%
730 LVS LAS VEGAS SANDS CORP Consumer Cyclical 311.0 $14K 0.00% +20.0 +6.9% $46.19 -5.1%
731 ALGM ALLEGRO MICROSYSTEMS INC Technology 205.0 $14K 0.00% +60.0 +41.4% $69.62 -49.1%
732 DV DOUBLEVERIFY HLDGS INC Technology 1,315.0 $14K 0.00% $10.84 +23.2%
733 BRZE BRAZE INC Technology 655.0 $14K 0.00% $21.69 +51.1%
734 HAS HASBRO INC Consumer Cyclical 172.0 $14K 0.00% +10.0 +6.2% $82.59 +12.8%
735 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 84.0 $14K 0.00% +5.0 +6.3% $168.54 -7.0%
736 EXR EXTRA SPACE STORAGE INC Real Estate 97.0 $14K 0.00% +5.0 +5.4% $145.31 -3.6%
737 BALL BALL CORP Consumer Cyclical 225.0 $14K 0.00% +25.0 +12.5% $62.40 +0.6%
738 ADSK AUTODESK INC Technology 72.0 $14K 0.00% -90.0 -55.6% $194.43 +27.4%
739 CCK CROWN HLDGS INC Consumer Cyclical 125.0 $14K 0.00% $111.82 +4.3%
740 IOT SAMSARA INC Technology 430.0 $14K 0.00% -135.0 -23.9% $32.43 +20.4%
Page 37 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%