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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 48 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 NXST NEXSTAR MEDIA GROUP INC Communication Services 40.0 $7K 0.00% $178.60 +0.3%
942 FRT FEDERAL RLTY INVT TR NEW Real Estate 57.0 $7K 0.00% $123.46 -5.6%
943 SSNC SS&C TECH HLDGS Technology 113.0 $7K 0.00% -150.0 -57.0% $62.05 +32.1%
944 NNN NNN REIT INC Real Estate 150.0 $7K 0.00% +20.0 +15.4% $46.53 -2.8%
945 SOLV SOLVENTUM CORP Healthcare 90.0 $7K 0.00% +10.0 +12.5% $77.16 +19.1%
946 STLA STELLANTIS N.V Consumer Cyclical 1,207.0 $7K 0.00% +549.0 +83.4% $5.74 -7.2%
947 TPG TPG INC Financial Services 170.0 $7K 0.00% +15.0 +9.7% $40.55 +29.2%
948 DOX AMDOCS LTD Technology 135.0 $7K 0.00% -135.0 -50.0% $50.54 +24.1%
949 LEG LEGGETT & PLATT INC Consumer Cyclical 580.0 $7K 0.00% $11.71 -21.4%
950 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 35.0 $7K 0.00% $193.26 -0.7%
951 UNIT UNITI GROUP LLC Real Estate 585.0 $7K 0.00% $11.47 -15.7%
952 IMTM ISHARES TR 126.0 $7K 0.00% +2.0 +1.6% $53.21 -0.4%
953 ESI ELEMENT SOLUTIONS INC Basic Materials 140.0 $7K 0.00% $47.75 -28.0%
954 PHR PHREESIA INC Healthcare 645.0 $7K 0.00% NEW $10.29 +16.3%
955 TECHNIPFMC PLC 100.0 $7K 0.00% $66.30
956 ENOV ENOVIS CORPORATION Industrials 320.0 $7K 0.00% $20.70 +7.0%
957 GEVO GEVO INC Basic Materials 4,403.0 $7K 0.00% $1.50 +6.7%
958 LUMN LUMEN TECHNOLOGIES INC Communication Services 860.0 $7K 0.00% $7.68 -16.9%
959 AGCO AGCO CORP Industrials 55.0 $7K 0.00% $119.71 -0.6%
960 CRK COMSTOCK RES INC Energy 440.0 $7K 0.00% NEW $14.92 +4.8%
Page 48 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%