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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 45 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CANADIAN PACIFIC KANSAS CITY 105.0 $9K 0.00% $86.66
882 KHC KRAFT HEINZ CO Consumer Defensive 385.0 $9K 0.00% -310.0 -44.6% $23.62 +9.1%
883 SNX TD SYNNEX CORPORATION Technology 34.0 $9K 0.00% $267.35 -6.4%
884 MDLN MEDLINE INC Healthcare 230.0 $9K 0.00% NEW $39.44 -11.6%
885 RH RH Consumer Cyclical 55.0 $9K 0.00% $164.75 -13.1%
886 LYFT LYFT INC Technology 620.0 $9K 0.00% $14.61 +14.6%
887 MOV MOVADO GROUP INC Consumer Cyclical 230.0 $9K 0.00% $39.31 -14.5%
888 RRC RANGE RES CORP Energy 243.0 $9K 0.00% $37.19 +14.3%
889 IUSV ISHARES TR 82.0 $9K 0.00% NEW $110.16 +3.5%
890 PRVA PRIVIA HEALTH GROUP INC Healthcare 350.0 $9K 0.00% $25.73 -19.0%
891 MBIN MERCHANTS BANCORP IND Financial Services 180.0 $9K 0.00% $50.00 +3.4%
892 TTD THE TRADE DESK INC Technology 494.0 $9K 0.00% +185.0 +59.9% $18.08 -23.9%
893 AIT APPLIED INDL TECHNOLOGIES IN Industrials 26.0 $9K 0.00% $338.15 -5.8%
894 LAD LITHIA MTRS INC Consumer Cyclical 30.0 $9K 0.00% $290.50 +27.5%
895 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 75.0 $9K 0.00% $114.41 -15.0%
896 REXR REXFORD INDL RLTY INC Real Estate 255.0 $9K 0.00% -105.0 -29.2% $33.50 +10.4%
897 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 220.0 $9K 0.00% +71.0 +47.6% $38.73 +63.4%
898 BIO BIO RAD LABS INC Healthcare 29.0 $9K 0.00% $293.62 +29.9%
899 HUDSON PACIFIC PROPERTIES IN 560.0 $9K 0.00% $15.19
900 BOX BOX INC Technology 320.0 $8K 0.00% $26.54 +32.9%
Page 45 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%