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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 50 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 LW LAMB WESTON HLDGS INC Consumer Defensive 141.0 $6K 0.00% $43.18 +26.3%
982 SNN SMITH & NEPHEW PLC Healthcare 211.0 $6K 0.00% -284.0 -57.4% $28.81 -0.2%
983 GGG GRACO INC Industrials 80.0 $6K 0.00% +10.0 +14.3% $75.61 +2.4%
984 PEN PENUMBRA INC Healthcare 19.0 $6K 0.00% $315.79 +2.3%
985 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 55.0 $6K 0.00% $108.36 -3.6%
986 SON SONOCO PRODS CO Consumer Cyclical 105.0 $6K 0.00% $56.35 -2.1%
987 ICUI ICU MED INC Healthcare 40.0 $6K 0.00% $146.60 +18.0%
988 NEOG NEOGEN CORP Healthcare 650.0 $6K 0.00% $8.99 +28.6%
989 HELE HELEN OF TROY LTD Consumer Defensive 200.0 $6K 0.00% -40.0 -16.7% $29.07 +3.5%
990 UNM UNUM GROUP Financial Services 65.0 $6K 0.00% +10.0 +18.2% $89.40 +4.3%
991 WEN WENDYS CO Consumer Cyclical 700.0 $6K 0.00% NEW $8.29 +0.1%
992 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 90.0 $6K 0.00% +15.0 +20.0% $64.46 -1.6%
993 WTFC WINTRUST FINL CORP Financial Services 36.0 $6K 0.00% $160.72 -6.4%
994 AVAV AEROVIRONMENT INC Industrials 35.0 $6K 0.00% NEW $165.09 -10.1%
995 AN AUTONATION INC Consumer Cyclical 31.0 $6K 0.00% $185.81 +8.3%
996 HR HEALTHCARE RLTY TR Real Estate 285.0 $6K 0.00% $20.17 -5.6%
997 CLX CLOROX CO DEL Consumer Defensive 60.0 $6K 0.00% -110.0 -64.7% $95.45 +2.3%
998 AMH AMERICAN HOMES 4 RENT Real Estate 170.0 $6K 0.00% +30.0 +21.4% $33.52 -0.7%
999 CVLT COMMVAULT SYS INC Technology 40.0 $6K 0.00% NEW $141.75 -3.0%
1000 KRG KITE REALTY GROUP TRUST Real Estate 195.0 $6K 0.00% $28.38 -9.1%
Page 50 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%