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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 43 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 EXPAND ENERGY CORPORATION 113.0 $10K 0.00% +75.0 +197.4% $91.19
842 CNA CNA FINL CORP Financial Services 210.0 $10K 0.00% -280.0 -57.1% $48.61 +0.1%
843 MTG MGIC INVT CORP WIS Financial Services 360.0 $10K 0.00% $28.20 +8.8%
844 MTH MERITAGE HOMES CORP Consumer Cyclical 120.0 $10K 0.00% $83.85 -19.5%
845 LKQ LKQ CORP Consumer Cyclical 380.0 $10K 0.00% -791.0 -67.5% $26.33 -6.2%
846 CCCC C4 THERAPEUTICS INC Healthcare 2,140.0 $10K 0.00% $4.67 -17.1%
847 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 256.0 $10K 0.00% +225.0 +725.8% $38.96 +2.1%
848 ESNT ESSENT GROUP LTD Financial Services 155.0 $10K 0.00% $64.28 +5.9%
849 NSP INSPERITY INC Industrials 240.0 $10K 0.00% +40.0 +20.0% $41.31 +24.4%
850 KD KYNDRYL HLDGS INC Technology 875.0 $10K 0.00% +155.0 +21.5% $11.31 +16.0%
851 MLI MUELLER INDS INC Industrials 80.0 $10K 0.00% +5.0 +6.7% $122.94 -50.3%
852 DVA DAVITA INC Healthcare 44.0 $10K 0.00% $222.50 -20.8%
853 COLD AMERICOLD REALTY TRUST INC Real Estate 620.0 $10K 0.00% $15.72 -6.2%
854 KMPR KEMPER CORP Financial Services 360.0 $10K 0.00% +60.0 +20.0% $26.96 +2.6%
855 SBAC SBA COMMUNICATIONS CORP Real Estate 55.0 $10K 0.00% -20.0 -26.7% $176.47 +7.0%
856 CNO FINL GROUP INC 190.0 $10K 0.00% NEW $50.98
857 GNRC GENERAC HLDGS INC Industrials 33.0 $10K 0.00% $292.82 -38.0%
858 M MACYS INC Consumer Cyclical 410.0 $10K 0.00% $23.55 -6.9%
859 WPC WP CAREY INC Real Estate 135.0 $10K 0.00% +10.0 +8.0% $71.50 -1.9%
860 TNET TRINET GROUP INC Industrials 195.0 $10K 0.00% NEW $49.49 +35.3%
Page 43 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%