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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 38 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 DLB DOLBY LABORATORIES INC Technology 265.0 $14K 0.00% +250.0 +1666.7% $52.58 +16.8%
742 RLI RLI CORP Financial Services 235.0 $14K 0.00% +80.0 +51.6% $59.07 +7.2%
743 ALGN ALIGN TECHNOLOGY INC Healthcare 82.0 $14K 0.00% -5.0 -5.8% $168.67 -8.1%
744 OSK OSHKOSH CORP Industrials 90.0 $14K 0.00% +5.0 +5.9% $153.49 -3.8%
745 COOPER COS INC 192.0 $14K 0.00% -25.0 -11.5% $71.71
746 NWE NORTHWESTERN ENERGY GROUP IN Utilities 190.0 $14K 0.00% $71.62 -2.4%
747 CBOE CBOE GLOBAL MKTS INC Financial Services 56.0 $14K 0.00% $242.68 +26.8%
748 VOYA VOYA FINANCIAL INC Financial Services 150.0 $14K 0.00% $90.53 +11.6%
749 CNM CORE & MAIN INC Industrials 281.0 $14K 0.00% -70.0 -19.9% $48.25 -12.8%
750 TSEM TOWER SEMICONDUCTOR LTD Technology 52.0 $14K 0.00% $260.65 -23.6%
751 ULTA ULTA BEAUTY INC Consumer Cyclical 30.0 $14K 0.00% $451.00 +21.0%
752 DXCM DEXCOM INC Healthcare 200.0 $13K 0.00% +17.0 +9.3% $67.35 +33.8%
753 CRVL CORVEL CORP Financial Services 215.0 $13K 0.00% +150.0 +230.8% $62.52 +11.5%
754 AIZ ASSURANT INC Financial Services 50.0 $13K 0.00% $268.54 +4.6%
755 EVRG EVERGY INC Utilities 155.0 $13K 0.00% $86.43 -5.7%
756 DKS DICKS SPORTING GOODS INC Consumer Cyclical 59.0 $13K 0.00% $226.81 -41.4%
757 AMBA AMBARELLA INC Technology 155.0 $13K 0.00% +55.0 +55.0% $85.80 -20.9%
758 UGI UGI CORP NEW Utilities 385.0 $13K 0.00% $34.54 +11.3%
759 FICO FAIR ISAAC CORP Technology 11.0 $13K 0.00% -5.0 -31.2% $1194.82 -7.6%
760 THC TENET HEALTHCARE CORP Healthcare 70.0 $13K 0.00% +5.0 +7.7% $187.09 +42.1%
Page 38 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%