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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 54 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 SIGI SELECTIVE INS GROUP INC Financial Services 45.0 $4K 0.00% $97.02 -5.9%
1062 BKU BANKUNITED INC Financial Services 90.0 $4K 0.00% $48.46 -5.9%
1063 HSTM HEALTHSTREAM INC Healthcare 160.0 $4K 0.00% $27.25 +6.6%
1064 OPRT OPORTUN FINL CORP Financial Services 762.0 $4K 0.00% $5.71 +28.7%
1065 U HAUL HOLDING COMPANY 75.0 $4K 0.00% NEW $57.71
1066 GWRE GUIDEWIRE SOFTWARE INC Technology 35.0 $4K 0.00% -105.0 -75.0% $123.06 +66.4%
1067 MIDD MIDDLEBY CORP Industrials 25.0 $4K 0.00% $172.04 -35.6%
1068 PRI PRIMERICA INC Financial Services 15.0 $4K 0.00% $284.20 +1.2%
1069 ARVN ARVINAS INC Healthcare 510.0 $4K 0.00% -110.0 -17.7% $8.31 +10.7%
1070 SSP SCRIPPS E W CO OHIO Communication Services 1,520.0 $4K 0.00% $2.77 +19.5%
1071 INTU INTUIT Technology 16.0 $4K 0.00% -278.0 -94.6% $261.00 +37.7%
1072 SWKS SKYWORKS SOLUTIONS INC Technology 60.0 $4K 0.00% -31.0 -34.1% $67.80 -1.2%
1073 BBAI BIGBEAR AI HLDGS INC Technology 1,105.0 $4K 0.00% $3.67 -14.7%
1074 EQNR EQUINOR ASA Energy 129.0 $4K 0.00% $31.40 +36.3%
1075 RJET REPUBLIC AWYS HLDGS INC Industrials 190.0 $4K 0.00% $21.01 -17.1%
1076 ALLE ALLEGION PLC Industrials 28.0 $4K 0.00% $140.50 +10.5%
1077 BUR BURFORD CAPITAL LIMITED Financial Services 950.0 $4K 0.00% NEW $4.10 +1.2%
1078 LINE LINEAGE INC Real Estate 90.0 $4K 0.00% $43.26 -9.3%
1079 POR PORTLAND GEN ELEC CO Utilities 75.0 $4K 0.00% $51.84 -5.7%
1080 CUZ COUSINS PPTYS INC Real Estate 129.0 $4K 0.00% $29.98 -3.3%
Page 54 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%