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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 58 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 ALLY ALLY FINL INC Financial Services 50.0 $2K 0.00% +20.0 +66.7% $45.96 -8.2%
1142 LFUS LITTELFUSE INC Technology 5.0 $2K 0.00% NEW $455.40 -9.5%
1143 CRL CHARLES RIV LABS INTL INC Healthcare 10.0 $2K 0.00% $226.80 +27.1%
1144 ADBE ADOBE INC Technology 11.0 $2K 0.00% -79.0 -87.8% $205.09 +42.8%
1145 EXP EAGLE MATLS INC Basic Materials 10.0 $2K 0.00% $225.00 -13.7%
1146 TENB TENABLE HLDGS INC Technology 60.0 $2K 0.00% NEW $36.88 +3.4%
1147 CGNX COGNEX CORP Technology 30.0 $2K 0.00% $72.43 -15.8%
1148 VIAV VIAVI SOLUTIONS INC Technology 45.0 $2K 0.00% NEW $47.76 -24.0%
1149 CSGP COSTAR GROUP INC Real Estate 75.0 $2K 0.00% -270.0 -78.3% $28.32 +13.2%
1150 TTAN SERVICETITAN INC Technology 30.0 $2K 0.00% NEW $70.73 +38.6%
1151 FLNC FLUENCE ENERGY INC Utilities 105.0 $2K 0.00% $19.89 -45.6%
1152 STNG SCORPIO TANKERS INC Energy 30.0 $2K 0.00% $69.27 +13.8%
1153 LIVN LIVANOVA PLC Healthcare 25.0 $2K 0.00% $82.24 -3.0%
1154 SAIL SAILPOINT INC Technology 140.0 $2K 0.00% NEW $14.64 +40.4%
1155 SNA SNAP ON INC Industrials 5.0 $2K 0.00% $402.40 -4.0%
1156 ESTC ELASTIC N V Technology 35.0 $2K 0.00% +30.0 +600.0% $57.03 +71.1%
1157 OHI OMEGA HEALTHCARE INVS INC Real Estate 40.0 $2K 0.00% $47.70 -4.2%
1158 OZK BANK OZK LITTLE ROCK ARK Financial Services 36.0 $2K 0.00% $52.11 -5.8%
1159 NATL NCR ATLEOS CORPORATION Technology 43.0 $2K 0.00% $43.42 +5.8%
1160 HL HECLA MINING COMPANY Basic Materials 120.0 $2K 0.00% NEW $15.43 +28.7%
Page 58 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%