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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 56 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 125.0 $3K 0.00% -185.0 -59.7% $26.86 -13.8%
1102 XP XP INC Financial Services 205.0 $3K 0.00% $16.26 +12.1%
1103 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 191.0 $3K 0.00% -14.0 -6.8% $17.41 +17.3%
1104 BGC BGC GROUP INC Financial Services 305.0 $3K 0.00% $10.69 +12.3%
1105 W WAYFAIR INC Consumer Cyclical 35.0 $3K 0.00% $92.43 +7.4%
1106 LLYVA LIBERTY LIVE HOLDINGS INC 31.0 $3K 0.00% $101.29
1107 FWRD FORWARD AIR CORP Industrials 230.0 $3K 0.00% $13.51 +25.8%
1108 TREE LENDINGTREE INC Financial Services 70.0 $3K 0.00% $44.30 -36.7%
1109 PAYO PAYONEER GLOBAL INC Technology 435.0 $3K 0.00% $7.12 -0.2%
1110 CRS CARPENTER TECHNOLOGY CORP Industrials 5.0 $3K 0.00% NEW $617.00 -22.8%
1111 ATRC ATRICURE INC Healthcare 110.0 $3K 0.00% $27.98 +72.8%
1112 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 60.0 $3K 0.00% $51.00 -7.4%
1113 MNDY MONDAY COM LTD Technology 42.0 $3K 0.00% -89.0 -67.9% $72.40 +39.7%
1114 PJT PJT PARTNERS INC Financial Services 20.0 $3K 0.00% $150.95 +19.5%
1115 FOUR SHIFT4 PMTS INC Technology 62.0 $3K 0.00% $48.65 -13.1%
1116 COHU COHU INC Technology 40.0 $3K 0.00% NEW $73.92 -37.6%
1117 HPQ HP INC Technology 133.0 $3K 0.00% +90.0 +209.3% $21.95 +36.8%
1118 GAP GAP INC Consumer Cyclical 156.0 $3K 0.00% $18.69 +19.4%
1119 AOS SMITH A O CORP Industrials 46.0 $3K 0.00% $62.74 -5.8%
1120 WEX WEX INC Technology 20.0 $3K 0.00% $141.10 +35.1%
Page 56 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%