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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 55 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 LCID LUCID GROUP INC Consumer Cyclical 575.0 $4K 0.00% NEW $6.69 -27.5%
1082 ADMA ADMA BIOLOGICS INC Healthcare 450.0 $4K 0.00% NEW $8.37 +12.2%
1083 AEIS ADVANCED ENERGY INDS Industrials 10.0 $4K 0.00% NEW $372.90 -25.8%
1084 TRUP TRUPANION INC Financial Services 150.0 $4K 0.00% NEW $24.77 +17.7%
1085 GNW GENWORTH FINL INC Financial Services 390.0 $4K 0.00% $9.47 +4.9%
1086 AMRIZE LTD 69.0 $4K 0.00% $53.30
1087 MGEE MGE ENERGY INC Utilities 45.0 $4K 0.00% NEW $81.56 -4.7%
1088 WFRD WEATHERFORD INTL PLC Energy 45.0 $4K 0.00% $81.51 +19.9%
1089 FRMI FERMI INC Utilities 400.0 $4K 0.00% NEW $9.16 -45.7%
1090 MHK MOHAWK INDS INC Consumer Cyclical 30.0 $4K 0.00% -5.0 -14.3% $121.33 +5.7%
1091 NAGE NIAGEN BIOSCIENCE INC Healthcare 1,140.0 $4K 0.00% NEW $3.19 -1.9%
1092 PIPR PIPER SANDLER COMPANIES Financial Services 50.0 $4K 0.00% +10.0 +25.0% $72.34 +3.8%
1093 CHDN CHURCHILL DOWNS INC Consumer Cyclical 40.0 $4K 0.00% $89.65 -2.4%
1094 UTZ UTZ BRANDS INC Consumer Defensive 460.0 $4K 0.00% NEW $7.70 +84.4%
1095 CMCL CALEDONIA MNG CORP Basic Materials 180.0 $3K 0.00% $19.10 +32.5%
1096 U UNITY SOFTWARE INC Technology 120.0 $3K 0.00% +60.0 +100.0% $28.58 +47.3%
1097 OUTFRONT MEDIA INC 104.0 $3K 0.00% $32.77
1098 SEADRILL LTD 90.0 $3K 0.00% $37.82
1099 MELI MERCADOLIBRE INC Consumer Cyclical 2.0 $3K 0.00% $1697.50 +14.1%
1100 FR FIRST INDL RLTY TR INC Real Estate 55.0 $3K 0.00% $61.33 +0.9%
Page 55 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%