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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 52 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 780.0 $5K 0.00% $6.24 +22.4%
1022 TRNO TERRENO RLTY CORP Real Estate 75.0 $5K 0.00% $64.77 +2.2%
1023 SKY CHAMPION HOMES INC Consumer Cyclical 55.0 $5K 0.00% $88.13 +1.3%
1024 HLX HELIX ENERGY SOLUTIONS GRP I Energy 554.0 $5K 0.00% $8.74 +17.8%
1025 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 145.0 $5K 0.00% NEW $33.39 -24.5%
1026 BXP BXP INC Real Estate 73.0 $5K 0.00% -10.0 -12.1% $66.32 +2.5%
1027 HNI HNI CORP Industrials 119.0 $5K 0.00% $40.41 +19.8%
1028 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 55.0 $5K 0.00% -25.0 -31.2% $87.24 +3.9%
1029 PR PERMIAN RESOURCES CORP Energy 260.0 $5K 0.00% +45.0 +20.9% $18.41 +26.5%
1030 FNB F N B CORP Financial Services 250.0 $5K 0.00% $19.08 -4.5%
1031 CAL CALERES INC Consumer Cyclical 385.0 $5K 0.00% $12.37 -1.5%
1032 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 65.0 $5K 0.00% $72.52 +7.4%
1033 WMS ADVANCED DRAIN SYS INC DEL Industrials 30.0 $5K 0.00% $156.97 -13.5%
1034 CR CRANE COMPANY Industrials 21.0 $5K 0.00% $223.10 -8.1%
1035 MINO PIMCO ETF TR 102.0 $5K 0.00% +1.0 +1.0% $45.91 -2.9%
1036 WWD WOODWARD INC Industrials 11.0 $5K 0.00% $425.45 -20.1%
1037 MTW MANITOWOC CO INC Industrials 335.0 $5K 0.00% $13.89 +39.8%
1038 SBET SHARPLINK INC Financial Services 965.0 $5K 0.00% NEW $4.80 +79.8%
1039 HEI HEICO CORP NEW Industrials 13.0 $5K 0.00% $356.23 -7.0%
1040 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 54.0 $5K 0.00% $85.76 +0.6%
Page 52 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%