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Portfolio (Quarterly) Guide ↗

Owl Creek Wealth Partners LLC

· CIK 0002133805
13F Portfolio $281M AUM 1,239 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 1239 New
Page 46 of 62  ·  1,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 175.0 $7K 0.00% NEW $39.12 +31.3%
902 DVA DAVITA INC Healthcare 44.0 $7K 0.00% NEW $153.70 +26.8%
903 BBWI BATH & BODY WORKS INC Consumer Cyclical 360.0 $7K 0.00% NEW $18.67 +4.2%
904 ORN ORION GROUP HLDGS INC Industrials 615.0 $7K 0.00% NEW $10.90 +29.0%
905 SIRI SIRIUSXM HOLDINGS INC Communication Services 285.0 $7K 0.00% NEW $23.08 +28.5%
906 ARVN ARVINAS INC Healthcare 620.0 $7K 0.00% NEW $10.60 -16.5%
907 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 310.0 $7K 0.00% NEW $21.18 +4.1%
908 GNRC GENERAC HLDGS INC Industrials 33.0 $6K 0.00% NEW $195.33 +43.6%
909 AEGON LTD 883.0 $6K 0.00% NEW $7.26
910 VMI VALMONT INDS INC Industrials 16.0 $6K 0.00% NEW $399.62 +30.7%
911 AGCO AGCO CORP Industrials 55.0 $6K 0.00% NEW $115.87 -1.4%
912 JKHY HENRY JACK & ASSOC INC Technology 40.0 $6K 0.00% NEW $158.05 -13.8%
913 TPG TPG INC Financial Services 155.0 $6K 0.00% NEW $40.52 +2.7%
914 QBTS D-WAVE QUANTUM INC Technology 435.0 $6K 0.00% NEW $14.43 +90.4%
915 DOC HEALTHPEAK PROPERTIES INC Real Estate 381.0 $6K 0.00% NEW $16.43 +20.9%
916 PEN PENUMBRA INC Healthcare 19.0 $6K 0.00% NEW $328.42 -2.5%
917 RWT REDWOOD TRUST INC Real Estate 1,110.0 $6K 0.00% NEW $5.61 -4.8%
918 CRUS CIRRUS LOGIC INC Technology 43.0 $6K 0.00% NEW $144.63 +20.0%
919 ONTO ONTO INNOVATION INC Technology 30.0 $6K 0.00% NEW $205.10 +30.1%
920 AXS AXIS CAP HLDGS LTD Financial Services 60.0 $6K 0.00% NEW $101.42 -5.7%
Page 46 of 62  ·  1,239 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 29.8%
Financial Services 18.4%
Consumer Cyclical 9.7%
Healthcare 9.4%
Communication Services 9.3%
Industrials 7.9%
Consumer Defensive 4.5%
Energy 4.5%
Utilities 2.4%
Basic Materials 2.3%