BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 57 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 NXPI NXP SEMICONDUCTORS N V Technology 10.0 $3K 0.00% $281.10 -20.1%
1122 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 45.0 $3K 0.00% $62.22 -32.2%
1123 KLIC KULICKE & SOFFA INDS INC Technology 20.0 $3K 0.00% NEW $133.80 -40.2%
1124 FOX FOX CORP 56.0 $3K 0.00% $46.86
1125 LGIH LGI HOMES INC Consumer Cyclical 40.0 $3K 0.00% NEW $63.70 -12.2%
1126 SANM SANMINA CORP Technology 10.0 $3K 0.00% NEW $253.10 -22.3%
1127 VRNS VARONIS SYS INC Technology 60.0 $3K 0.00% +50.0 +500.0% $41.97 +4.3%
1128 PBF PBF ENERGY INC Energy 55.0 $3K 0.00% $45.53 +60.3%
1129 ENLIGHT RENEWABLE ENERGY LTD 28.0 $2K 0.00% NEW $89.04
1130 NWS NEWS CORP NEW 88.0 $2K 0.00% $28.07
1131 NTLA INTELLIA THERAPEUTICS INC Healthcare 145.0 $2K 0.00% $16.92 -24.8%
1132 FLEX FLEX LTD Technology 15.0 $2K 0.00% NEW $162.13 -32.6%
1133 ANGLOGOLD ASHANTI PLC 30.0 $2K 0.00% +20.0 +200.0% $80.90
1134 DX DYNEX CAP INC Real Estate 185.0 $2K 0.00% $13.11 -1.7%
1135 BRKR BRUKER CORP Healthcare 40.0 $2K 0.00% +15.0 +60.0% $60.20 -3.6%
1136 RRX REGAL REXNORD CORPORATION Industrials 10.0 $2K 0.00% NEW $238.20 -33.5%
1137 CAVA CAVA GROUP INC Consumer Cyclical 30.0 $2K 0.00% $78.50 -16.2%
1138 AAL AMERICAN AIRLINES GROUP INC Industrials 130.0 $2K 0.00% NEW $18.08 -25.7%
1139 AA ALCOA CORP Basic Materials 45.0 $2K 0.00% +10.0 +28.6% $52.16 -4.2%
1140 MOS MOSAIC CO Basic Materials 110.0 $2K 0.00% +25.0 +29.4% $21.19 +13.8%
Page 57 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%