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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 41 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 NTNX NUTANIX INC Technology 225.0 $11K 0.00% +200.0 +800.0% $50.96 +30.9%
802 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 543.0 $11K 0.00% +95.0 +21.2% $21.11 -26.9%
803 SEIC SEI INVTS CO Financial Services 130.0 $11K 0.00% +10.0 +8.3% $87.72 +24.9%
804 SLM SLM CORP Financial Services 439.0 $11K 0.00% $25.94 -0.7%
805 SAIA SAIA INC Industrials 27.0 $11K 0.00% $421.19 -21.3%
806 XERIS BIOPHARMA HOLDINGS INC 1,435.0 $11K 0.00% NEW $7.92
807 FATE FATE THERAPEUTICS INC Healthcare 4,190.0 $11K 0.00% $2.70 -10.0%
808 MATIV HOLDINGS INC 1,490.0 $11K 0.00% $7.57
809 ORI OLD REP INTL CORP Financial Services 275.0 $11K 0.00% +25.0 +10.0% $40.92 +2.0%
810 VCIT VANGUARD SCOTTSDALE FDS 136.0 $11K 0.00% NEW $82.65 -2.7%
811 LRN STRIDE INC Consumer Defensive 130.0 $11K 0.00% $86.25 +1.2%
812 MTDR MATADOR RES CO Energy 225.0 $11K 0.00% $49.78 +18.9%
813 KSS KOHLS CORP Consumer Cyclical 630.0 $11K 0.00% $17.72 +0.6%
814 SMCI SUPER MICRO COMPUTER INC Technology 380.0 $11K 0.00% +20.0 +5.6% $29.33 +25.2%
815 APPS DIGITAL TURBINE INC Technology 863.0 $11K 0.00% $12.90 -22.5%
816 IT GARTNER INC Technology 85.0 $11K 0.00% -260.0 -75.4% $129.62 +46.5%
817 RGLD ROYAL GOLD INC Basic Materials 55.0 $11K 0.00% -15.0 -21.4% $199.62 +27.3%
818 PAR PAR TECHNOLOGY CORP Technology 630.0 $11K 0.00% NEW $17.42 +6.7%
819 REGCO REGENCY CTRS CORP 137.0 $11K 0.00% +10.0 +7.9% $79.74
820 ICL ICL GROUP LTD Basic Materials 2,191.0 $11K 0.00% +248.0 +12.8% $4.98 +15.9%
Page 41 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%