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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 42 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 AKAM AKAMAI TECHNOLOGIES INC Technology 92.0 $11K 0.00% +1.0 +1.1% $118.22 -9.9%
822 MC MOELIS & CO Financial Services 165.0 $11K 0.00% $65.42 +2.0%
823 THE BALDWIN INSURANCE GRP IN 405.0 $11K 0.00% +245.0 +153.1% $26.58
824 CG CARLYLE GROUP INC Financial Services 255.0 $11K 0.00% -110.0 -30.1% $42.11 +10.5%
825 FEDEX FGHT HLDG CO INC 71.0 $11K 0.00% NEW $151.00
826 RGA REINSURANCE GROUP AMER INC Financial Services 50.0 $11K 0.00% $212.66 +16.5%
827 VLYPN VALLEY NATL BANCORP 725.0 $11K 0.00% $14.65
828 VITL VITAL FARMS INC Consumer Defensive 910.0 $11K 0.00% NEW $11.63 -12.2%
829 OVV OVINTIV INC Energy 200.0 $11K 0.00% $52.65 +26.5%
830 HSY HERSHEY CO Consumer Defensive 60.0 $11K 0.00% +5.0 +9.1% $175.45 +0.3%
831 ODDITY TECH LTD 695.0 $11K 0.00% NEW $15.13
832 VICI VICI PPTYS INC Real Estate 395.0 $10K 0.00% +35.0 +9.7% $26.55 -3.8%
833 IDCC INTERDIGITAL INC Technology 37.0 $10K 0.00% $283.14 +13.0%
834 QBTS D-WAVE QUANTUM INC Technology 435.0 $10K 0.00% $23.99 -31.1%
835 IRT INDEPENDENCE RLTY TR INC Real Estate 625.0 $10K 0.00% -210.0 -25.1% $16.69 -2.5%
836 VNO VORNADO RLTY TR Real Estate 265.0 $10K 0.00% $39.30 -6.7%
837 SF STIFEL FINL CORP Financial Services 149.0 $10K 0.00% +15.0 +11.2% $69.77 +13.0%
838 FSLY FASTLY INC Technology 565.0 $10K 0.00% $18.36 +13.1%
839 CORZ CORE SCIENTIFIC INC NEW Technology 405.0 $10K 0.00% $25.59 -37.2%
840 ORN ORION GROUP HLDGS INC Industrials 615.0 $10K 0.00% $16.82 -46.2%
Page 42 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%