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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 51 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 BFLY BUTTERFLY NETWORK INC Healthcare 656.0 $6K 0.00% $8.42 -6.3%
1002 PAGAYA TECHNOLOGIES LTD 300.0 $5K 0.00% $18.25
1003 HTO H2O AMERICA Utilities 90.0 $5K 0.00% $60.78 +4.3%
1004 LOVE LOVESAC CO Consumer Cyclical 325.0 $5K 0.00% $16.69 -6.6%
1005 QRVO QORVO INC Technology 58.0 $5K 0.00% $93.28 +3.0%
1006 SUI SUN CMNTYS INC Real Estate 45.0 $5K 0.00% -30.0 -40.0% $119.91 +1.3%
1007 OGS ONE GAS INC Utilities 70.0 $5K 0.00% $77.07 +2.9%
1008 SG SWEETGREEN INC Consumer Cyclical 610.0 $5K 0.00% $8.81 -21.0%
1009 RPD RAPID7 INC Technology 660.0 $5K 0.00% NEW $8.10 +66.2%
1010 UI UBIQUITI INC Technology 10.0 $5K 0.00% $534.10 +10.5%
1011 IONQ IONQ INC Technology 100.0 $5K 0.00% $53.26 -26.2%
1012 JAMES HARDIE INDS PLC 203.0 $5K 0.00% $26.18
1013 AEBI SCHMIDT HLDG AG 421.0 $5K 0.00% -515.0 -55.0% $12.55
1014 IP INTERNATIONAL PAPER CO Consumer Cyclical 138.0 $5K 0.00% -610.0 -81.5% $38.10 -0.4%
1015 HIMS HIMS & HERS HEALTH INC Healthcare 150.0 $5K 0.00% $34.67 -14.7%
1016 MATX MATSON INC Industrials 27.0 $5K 0.00% $192.26 +16.9%
1017 MDB MONGODB INC Technology 15.0 $5K 0.00% $335.93 +35.0%
1018 OMC OMNICOM GROUP INC Communication Services 69.0 $5K 0.00% -45.0 -39.5% $72.84 +20.2%
1019 STOK STOKE THERAPEUTICS INC Healthcare 150.0 $5K 0.00% $32.72 -4.6%
1020 CALY CALLAWAY GOLF CO Consumer Cyclical 260.0 $5K 0.00% $18.79 -16.4%
Page 51 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%